Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
EAST TENNESSEE FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
520 W SUMMIT HILL DR SUITE 1101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, TN37902
D Employer identification number

62-0807696
E Telephone number

G Gross receipts $ 39,648,082
F Name and address of principal officer:
MICHAEL T MCCLAMROCH
520 W SUMMIT HILL DR SUITE 1101
KNOXVILLE,TN37902
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EASTTENNESSEEFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1986
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ETF IS A COMMUNITY FOUNDATION, SERVING 25 COUNTIES, WHOSE MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP INSPIRING DONORS TO MAKE LIVES BETTER AND COMMUNITIES STRONGER IN ENDURING WAYS ACROSS GENERATIONS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 36
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 23
6 Total number of volunteers (estimate if necessary) ............. 6 439
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 190,856
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 167,450
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 112,071,029 12,476,100
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 14,302,116 10,080,252
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 343,767 326,237
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 126,716,912 22,882,589
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,408,108 33,604,172
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,445,433 1,541,780
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet655,388    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 929,792 941,425
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 35,783,333 36,087,377
19 Revenue less expenses. Subtract line 18 from line 12....... 90,933,579 -13,204,788
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 275,839,900 256,015,743
21 Total liabilities (Part X, line 26)............. 22,033,260 36,661,416
22 Net assets or fund balances. Subtract line 21 from line 20..... 253,806,640 219,354,327
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: ETF IS A COMMUNITY FOUNDATION, SERVING 25 COUNTIES, WHOSE MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP INSPIRING DONORS TO MAKE LIVES BETTER AND COMMUNITIES STRONGER IN ENDURING WAYS ACROSS GENERATIONS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 26,751,661 including grants of $ 26,751,661 ) (Revenue $   )
PROVIDED ASSISTANCE IN THE FORM OF 762 GRANTS FROM 92 DONOR ADVISED FUNDS TO 386 501(C)(3) ORGANIZATIONS AND GOVERNMENT ENTITIES TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES, BOTH LOCALLY WITHIN THE 25 COUNTY SERVICE AREA AND ALSO OUTSIDE THE REGION
4b (Code:   ) (Expenses $ 2,816,857 including grants of $ 2,816,857 ) (Revenue $   )
PROVIDED GENERAL SUPPORT TO 117 501(C)(3) ORGANIZATIONS IN THE FORM OF 149 GRANTS FROM 68 DESIGNATED ORGANIZATION AND AGENCY ENDOWMENT FUNDS.
4c (Code:   ) (Expenses $ 1,617,626 including grants of $ 1,617,626 ) (Revenue $   )
CONDUCTED 55 COMPETITIVE SCHOLARSHIP PROGRAMS TO ENABLE STUDENTS THROUGHOUT THE REGION TO OBTAIN A POST-SECONDARY EDUCATION; 202 STUDENTS RECEIVED SCHOLARSHIPS AND ATTENDED 47 INSTITUTIONS OF HIGHER LEARNING IN TENNESSEE AND THROUGHOUT THE NATION
(Code:   ) (Expenses $ 3,580,097 including grants of $ 2,418,028 ) (Revenue $   )
4D-1) EXPENSES OF 972,233, INCLUDING GRANTS OF 972,233 - CONDUCTED COMPETITIVE GRANTMAKING PROGRAMS IN THE FIELD-OF-INTEREST AREAS OF AFFORDABLE HOUSING, YOUTH-AT-RISK, WOMEN AND CHILDREN, LITERACY, ARTS & CULTURE, SPAY & NEUTER SERVICES, WILDLIFE PRESERVATION, HEALTHCARE, RESPIRATORY DISEASE, CHILDHOOD CANCER, AND PARKINSON'S DISEASE RESEARCH, PROVIDING 71 GRANTS TO 65 501(C)(3) ORGANIZATIONS FOR WORTHWHILE PROJECTS IN THE 25 COUNTY SERVICE AREA AND TO 2 NATIONAL DISEASE RESEARCH ORGANIZATIONS 4D-2) EXPENSES OF 548,250, INCLUDING GRANTS OF 548,250 - FUNDED 9 GRANTS FROM THE PAT SUMMITT FOUNDATION FUND TO THE PAT SUMMITT CLINIC, A STATE- OF-THE-ART FACILITY AT UNIVERSITY OF TENNESSEE MEDICAL CENTER FOR TREATMENT AND RESEARCH OF ALZHEIMER'S AND OTHER NEUROLOGICAL DISEASES AND TO OTHER ORGANIZATIONS RELATED TO THE DISEASE 4D-3) EXPENSES OF 823,006, INCLUDING GRANTS OF 823,006 - CONDUCTED LOCALIZED, COMPETITIVE GRANTMAKING PROGRAMS THROUGH THE FOUNDATION'S AFFILIATE AND COUNTY-SPECIFIC FUNDS, ALLOWING LOCAL ADVISORY BOARDS TO SELECT WORTHY PROJECTS AND PROGRAMS AT THE LOCAL LEVEL; 81 GRANTS WERE AWARDED TO 69 ORGANIZATIONS FOR A WIDE VARIETY OF CHARITABLE PURPOSES 4D-4) EXPENSES OF 1,236,608, INCLUDING GRANTS OF 74,539 - MADE 49 DISCRETIONARY AND PROJECT GRANTS FROM 7 FUNDS AND PAID PROGRAM-RELATED EXPENSES ASSOCIATED WITH THE MANAGEMENT OF CHARITABLE FUNDS AND THE ALLOCATION OF GRANT FUNDS TO BENEFIT THE 25 COUNTY EAST TENNESSEE REGION
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,580,097 including grants of $ 2,418,028 ) (Revenue $   )
4e Total program service expensesMediumBullet34,766,241
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
41
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
23
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
Yes
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
36
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
36
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCAROLYN SCHWENN520 W SUMMIT HILL DR SUITE 1101   KNOXVILLE,TN37902 (865) 524-1223
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JEFFREY M BECKER......................................................................
PAST CHAIR
 1.00
.................
0.20 		X   X       0 0 0
(2) BERNARD E BERNSTEIN......................................................................
DIRECTOR
 0.20
.................
0.20 		X           0 0 0
(3) CATHERINE BIGGS......................................................................
DIRECTOR
 0.20
.................
0.20 		X           0 0 0
(4) LISA BINGHAM......................................................................
DIRECTOR
 0.20
.................
0.00 		X           0 0 0
(5) DAVID BRADSHAW......................................................................
DIRECTOR
 0.20
.................
  		X           0 0 0
(6) AMY E CATHEY......................................................................
VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(7) BOBBY Y CONGLETON......................................................................
LIFETIME HON
 0.00
.................
  		X           0 0 0
(8) JOAN C CRONAN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) JED E DANCE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) TOM FISHER......................................................................
DIRECTOR
 0.00
.................
0.00 		X           0 0 0
(11) RICK T FOX......................................................................
DIRECTOR
 0.20
.................
  		X           0 0 0
(12) KEITH GRAY......................................................................
DIRECTOR
 0.20
.................
  		X           0 0 0
(13) SHARON Y HANNUM......................................................................
DIRECTOR
 0.20
.................
  		X           0 0 0
(14) JAMES L HARLAN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) NATALIE L HASLAM......................................................................
LIFETIME HON
 0.00
.................
  		X           0 0 0
(16) WILL J HASLAM......................................................................
DIRECTOR
 0.20
.................
  		X           0 0 0
(17) DAVID R HAYNES......................................................................
DIRECTOR
 1.00
.................
0.20 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARK HEINZ........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(19) LOGAN HICKMAN........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(20) ELLEN B MARKMAN........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(21) JOE MARLETTE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) A DAVID MARTIN........................................................................
LIFETIME HON
 0.20
.......................0.20 		X           0 0 0
(23) CASSANDRA MCGEE STUART........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(24) GREGORY MCMILLAN........................................................................
DIRECTOR
 0.00
.......................0.00 		X           0 0 0
(25) JAN MCNALLY........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(26) ALICE MERCER........................................................................
DIRECTOR
 0.20
.......................1.20 		X           0 0 0
(27) NANCY MOODY........................................................................
DIRECTOR
 0.00
.......................0.00 		X           0 0 0
(28) GENE PATTERSON........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(29) CHARLES M PECCOLO........................................................................
DIRECTOR
 1.00
.......................0.20 		X           0 0 0
(30) JOE E PETRE........................................................................
DIRECTOR
 0.20
.......................0.20 		X           0 0 0
(31) PAIGE K PRESTON........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(32) AVICE E REED........................................................................
DIRECTOR
 1.00
.......................2.00 		X           0 0 0
(33) NITA W SUMMERS........................................................................
DIRECTOR
 0.20
.......................1.00 		X           0 0 0
(34) CAROL G TRANSOU........................................................................
DIRECTOR
 0.20
.......................1.00 		X           0 0 0
(35) MARY BETH WEST........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(36) DAVID V WHITE........................................................................
LIFETIME HON
 0.00
.......................   		X           0 0 0
(37) PAUL G WILLSON........................................................................
CHAIR
 2.00
.......................   		X   X       0 0 0
(38) STUART R WORDEN........................................................................
LIFETIME HON
 0.00
.......................   		X           0 0 0
(39) MARGIN S WORSHAM........................................................................
DIRECTOR
 0.20
.......................   		X           0 0 0
(40) MICHAEL T MCCLAMROCH........................................................................
PRESIDENT AN
 35.00
.......................1.00 		    X       188,501 0 11,702
(41) CAROLYN SCHWENN........................................................................
EXEC VP & SE
 35.00
.......................1.00 		    X       101,000 0 6,412
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 289,501   18,114
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 808,957
d Related organizations1d 1,324,260
e Government grants (contributions)1e 457,167
f All other contributions, gifts, grants, and similar amounts not included above1f 9,885,716
g Noncash contributions included in lines 1a - 1f:$ 2,977,239
h Total. Add lines 1a-1f.......MediumBullet 12,476,100
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,202,707     3,202,707
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 5,960     5,960
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   23,233,269
b Less: cost or other basis and sales expenses   16,355,724
c Gain or (loss)   6,877,545
d Net gain or (loss).....MediumBullet 6,877,545     6,877,545
8a Gross income from fundraising events (not including $ 808,957of contributions reported on line 1c). See Part IV, line 18 ....
a 369,518
b Less: direct expenses ...b 409,769
c Net income or (loss) from fundraising events..MediumBullet -40,251   -40,251
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS REVENUES 522100 169,672     169,672
b FIRST NATIONAL BANK OF ONEIDA 900099 137,026   137,026  
c AGGREGATE TIFF INCOME 531390 47,018   47,018  
d All other revenue .... 6,812   6,812  
e Total. Add lines 11a–11d ...... MediumBullet 360,528
12 Total revenue. See Instructions......MediumBullet 22,882,589   190,856 10,215,633
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 31,899,546 31,899,546
2 Grants and other assistance to domestic individuals. See Part IV, line 22 1,617,626 1,617,626
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 87,000 87,000
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 311,121 87,844 135,435 87,842
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,022,540 468,709 237,999 315,832
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 44,743 21,165 9,320 14,258
9 Other employee benefits ....... 66,686 30,128 15,854 20,704
10 Payroll taxes ........... 96,690 40,506 26,888 29,296
11 Fees for services (non-employees):        
a Management ...... 7,735 3,287 2,041 2,407
b Legal ......... 21,814   13,233 8,581
c Accounting ........... 58,415   58,415  
d Lobbying ........... 7,500 7,500    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 47,968   47,968  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 263,176 263,176    
12 Advertising and promotion .... 69,286 40,583 186 28,517
13 Office expenses ....... 70,787 19,631 10,723 40,433
14 Information technology ...... 82,420 40,015 19,577 22,828
15 Royalties ..        
16 Occupancy ........... 219,566 96,442 59,396 63,728
17 Travel ............ 21,121 10,024 4,967 6,130
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 21,778 16,289 2,926 2,563
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 9,959 4,183 2,789 2,987
23 Insurance ... 20,702 8,695 5,797 6,210
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a TAX, LIFE INSUR. & ANNUIT 10,908   10,908  
b PROFESSIONAL DEVELOPMENT 8,290 3,892 1,326 3,072
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 36,087,377 34,766,241 665,748 655,388
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 27,067,028 2 21,138,821
3 Pledges and grants receivable, net ...... 84,785,905 3 84,071,073
4 Accounts receivable, net ............. 13,815 4 33,872
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net .... 4,640 7 33,528
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 6,014 9 3,830
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 171,431
b Less: accumulated depreciation 10b 87,276 94,114 10c 84,155
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 163,868,384 12 150,650,464
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 275,839,900 16 256,015,743
Liabilities 17 Accounts payable and accrued expenses ..... 37,497 17 36,776
18 Grants payable ... 21,485,595 18 36,190,915
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 510,168 25 433,725
26 Total liabilities. Add lines 17 through 25.. 22,033,260 26 36,661,416
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 249,211,231 27 215,191,979
28 Temporarily restricted net assets ........... 4,595,409 28 4,162,348
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 253,806,640 33 219,354,327
34 Total liabilities and net assets/fund balances ........ 275,839,900 34 256,015,743
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
22,882,589
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
36,087,377
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-13,204,788
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
253,806,640
5
Net unrealized gains (losses) on investments ...............
5
-21,022,074
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-225,451
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
219,354,327
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 24,782,278 12,910,464 12,142,700 112,071,029 12,476,100 174,382,571
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 24,782,278 12,910,464 12,142,700 112,071,029 12,476,100 174,382,571
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 85,239,149
6 Public support. Subtract line 5 from line 4. 89,143,422
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 24,782,278 12,910,464 12,142,700 112,071,029 12,476,100 174,382,571
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,222,086 1,862,014 1,243,012 5,021,360 3,208,667 12,557,139
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 75,401 102,478 82,545 66,106 190,856 517,386
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 135,767 122,391 152,811 180,536 169,672 761,177
11 Total support. Add lines 7 through 10 188,218,273
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
47.360 %
15
15
46.890 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART II, LINE 10 MISCELLANEOUS REVENUES 761,177
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
EAST TENNESSEE FOUNDATION
  		Employer identification number
62-0807696
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
EAST TENNESSEE FOUNDATION
  		Employer identification number

62-0807696
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
EAST TENNESSEE FOUNDATION
  		Employer identification number

62-0807696
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
7,500
j
Total. Add lines 1c through 1i ....................................................................................................
7,500
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART IV EAST TENNESSEE FOUNDATION JOINED WITH A GROUP OF OVER 70 COMMUNITY FOUNDATIONS FROM ACROSS THE UNITED STATES TO ENGAGE THE SERVICES OF VAN SCOYOC ASSOCIATES TO ADVANCE THE UNDERSTANDING OF COMMUNITY FOUNDATIONS ON THE PART OF WASHINGTON ELECTED OFFICIALS AND THEIR STAFFS AND TO SPECIFICALLY EXPLAIN THE IMPACT AND USE OF DONOR ADVISED FUNDS BY COMMUNITY FOUNDATIONS AND ASK FOR INCLUSION OF DONOR ADVISED FUNDS IN IRA CHARITABLE ROLLOVER LEGISLATION.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 160 70
2 Aggregate value of contributions to (during year) 5,840,185 726,323
3 Aggregate value of grants from (during year) 42,473,585 1,617,626
4 Aggregate value at end of year ........ 147,457,936 19,639,686
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 26,949
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 137,043,182 117,599,066 114,984,121 111,079,383 92,688,622
b Contributions ... 21,038,939 7,213,029 1,703,549 8,060,830 18,456,840
c Net investment earnings, gains, and losses -9,496,983 18,455,685 5,040,238 -20,368 3,532,485
d Grants or scholarships ... 5,661,596 5,221,123 3,211,977 3,234,565 2,666,584
e Other expenditures for facilities
and programs ... 		461,245 391,676 358,989 359,076 376,255
f Administrative expenses .... 605,930 611,799 557,876 542,083 555,725
g End of year balance ...... 141,856,367 137,043,182 117,599,066 114,984,121 111,079,383
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   38,100 38,100
b Buildings ....        
c Leasehold improvements        
d Equipment ....   133,331 87,276 46,055
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 84,155
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) COMMINGLED FUNDS		 145,870,241 F

(B) FIDELITY INVESTMENTS/MARTIN & CO.		 2,514,013 F

(C) PRIVATELY HELD STOCKS		 1,195,214 F

(D) MERRILL LYNCH/MCLAUGHLIN GROUP		 604,489 F

(E) LIMITED LIABILITY CORPORATION		 226,258 F

(F) PUBLICLY HELD STOCKS		 213,300 F

(G) PAINTINGS		 26,949 C
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 150,650,464
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ANNUITY/UNITRUST LIABILITY 433,725
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 433,725
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 40,252,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -21,022,074
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 38,664,904
e Add lines 2a through 2d ..................... 2e 17,642,830
3 Subtract line 2e from line 1.................. 3 22,609,170
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 47,968
b Other (Describe in Part XIII.) ........... 4b 225,451
c Add lines 4a and 4b.................... 4c 273,419
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 22,882,589
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 39,660,757
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 4,865,863
e Add lines 2a through 2d.................... 2e 4,865,863
3 Subtract line 2e from line 1................... 3 34,794,894
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 47,968
b Other (Describe in Part XIII.) ............ 4b 1,244,515
c Add lines 4a and 4b..................... 4c 1,292,483
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 36,087,377
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PAGE 2, PART III, LINE 4 DONATED PORTRAIT CURRENTLY ON CONSIGNMENT FOR RESALE, PROCEEDS OF WHICH WILL BE ADDED TO THE ARTS ENDOWMENT AND USED FOR GRANTMAKING.
SCHEDULE D, PAGE 2, PART V, LINE 4 AS THE REGION'S COMMUNITY FOUNDATION, EAST TENNESSEE FOUNDATION'S ENDOWMENT FUNDS EXIST TO SUPPORT ON A CONTINUTING BASIS A WIDE RANGE OF CHARITABLE PURPOSES AND ORGANIZATIONS IN KEEPING WITH ITS MISSION OF PHILANTHROPIC LEADERSHIP.
SCHEDULE D, PAGE 3, PART X UNDER ACCOUNTING STANDARDS, AN ORGANIZATION MUST RECOGNIZE TAX BENEFITS ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR 2018 AND 2017.
SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EVENTS DIRECT EXPENSES 409,769 REVENUE OF SUPPORTING FOUNDATIONS REPORTED SEPARATELY 36,570,535 CURRENT YEAR EFFECT OF FASB ASC 958-605 1,684,600
SCHEDULE D, PAGE 4, PART XI, LINE 4B CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 225,451
SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES OF SUPPORTING FOUNDATIONS REPORTED SEPARATELY 4,456,094 FUNDRAISING EVENTS DIRECT EXPENSES 409,769
SCHEDULE D, PAGE 4, PART XII, LINE 4B CURRENT YEAR EFFECT OF FASB ASC 958-605 1,244,515
Schedule D (Form 990) 2018


Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE INTERNAT'L AFFAIRS 22,000 CHECK      
MIDDLE EAST/NORTH AFRICA BASEBALL PROGRAM 10,000 CHECK      
EAST ASIA AND PACIFIC ORPHAN HOMES SUPPORT 10,000 CHECK      
SUB-SAHARAN AFRICA MEDICAL CLINIC SUPP 25,000 CHECK      
CENT AMERICA AND CARIBBEAN PURCH MED SUPPLIES 20,000 CHECK      
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
5
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

PAT SUMMITT
(event type) 		(b) Event #2

BUTTERFLY EVENT
(event type) 		(c) Other events

6
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
944,172
94,331
136,542
1,175,045

2
Less: Contributions . . . .
674,899
46,481
84,966
806,346
3 Gross income (line 1 minus
line 2) . . . . . .
269,273
47,850
51,576
368,699



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .   13,375 3,441 16,816
6 Rent/facility costs . . . .   20,755 23,622 44,377
7 Food and beverages . . .   6,738 381 7,119
8 Entertainment . . . .     1,800 1,800
9 Other direct expenses . . . 318,956 8,469 11,463 338,888
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 409,000
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -40,301
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number
62-0807696
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 4 MARKET SQUARE INC
4 MARKET SQUARE SUITE 303C
KNOXVILLE,TN37902 		62-1719382 501C3 6,000       PROGRAM DEVELOPMENT
(2) 4TH JUDICIAL DIST RECOVERY SERVICES
PO BOX 293
DANDRIDGE,TN37725 		46-1320385 501C3 25,000       PROGRAM DEVELOPMENT
(3) ALL SOULS FOUNDATION
4 MARKET SQUARE
KNOXVILLE,TN37902 		20-5255789 501C3 10,000       GEN/OPER SUPPORT
(4) ALLIANCE FOR BETTER NONPROFITS
318 N GAY STREET SUITE 203
THE REGAS BUILDING
KNOXVILLE,TN37917 		47-2265490 501C3 37,100       GEN/OPER SUPPORT
(5) AMERICAN BATTLEFIELD TRUST
1156 15TH STREET NW SUITE 900
WASHINGTON,DC20005 		54-1426643 501C3 15,000       PROGRAM DEVELOPMENT
(6) AMERICAN CANCER SOCIETY
871 N WEISGARBER ROAD
KNOXVILLE,TN37909 		13-1788491 501C3 10,000       ANNUAL CAMPAIGNS
(7) AMERICAN NUCLEAR SOCIETY
97781 EAGLE WAY
LOCK BOX 97781
CHICAGO,IL606789770 		36-2386176 501C3 15,000       PROGRAM DEVELOPMENT
(8) ARC KNOX COUNTY
3000 NORTH CENTRAL STREET
KNOXVILLE,TN37917 		62-0759415 501C3 67,789       PROGRAM DEVELOPMENT
(9) ARTS&CULTURE ALLIANCE GR KNOXVILLE
PO BOX 2506
KNOXVILLE,TN37901 		62-0962249 501C3 10,000       GEN/OPER SUPPORT
(10) ASBURY UNITED METHODIST CHURCH
201 SOUTH MAIN STREET
GREENEVILLE,TN37743 		CHURCH 19,000       GEN/OPER SUPPORT
(11) ASPEN ART MUSEUM
637 EAST HYMAN AVENUE
ASPEN,CO81611 		84-0746671 501C3 6,250       GEN/OPER SUPPORT
(12) ATOMIC HERITAGE FOUNDATION
910 17TH STREET NW SUITE 408
WASHINGTON,DC20006 		03-0380408 501C3 10,000       PROGRAM DEVELOPMENT
(13) AUSTIN HATCHER FDN PEDIATRIC CANCER
232 E 11TH STREET SUITE 100
CHATTANOOGA,TN37402 		20-8065108 501C3 10,000       PROGRAM DEVELOPMENT
(14) BAPTIST MEMORIAL HEALTH CARE FDN
350 N HUMPHREYS BOULEVARD
MEMPHIS,TN38120 		58-1544781 501C3 15,000       PROGRAM DEVELOPMENT
(15) BAREFOOT REPUBLIC CAMP
PO BOX 40365
NASHVILLE,TN37204 		62-1841336 501C3 70,000       BUILDING/RENOVATION
(16) BLACKBERRY FARM FOUNDATION
1471 WEST MILLERS COVE ROAD
WALLAND,TN37886 		82-3457227 501C3 718,421       PROGRAM DEVELOPMENT
(17) BLOSSOM CENTER CHILDHOOD EXCELLENCE
280 ROYCE CIRCLE
OAK RIDGE,TN37830 		47-4275689 501C3 8,500       PROGRAM DEVELOPMENT
(18) BOY SCOUTS AMERICASEQUOYAH COUNCIL
PO BOX 3010
JOHNSON CITY,TN37602 		22-1576300 501C3 6,500       ANNUAL CAMPAIGNS
(19) BOY SCOUTS GREAT SMOKY MTN COUNCIL
1333 OLD WEISGARBER ROAD
KNOXVILLE,TN37909 		62-0476811 501C3 49,005       ANNUAL CAMPAIGNS
(20) BOYS & GIRLS CLUB OF OCOEE REGION
385 THIRD STREET SW
CLEVELAND,TN37311 		62-0729406 501C3 26,500       PROGRAM DEVELOPMENT
(21) BOYS & GIRLS CLUB OF THE SMOKY MTNS
PO BOX 5743
SEVIERVILLE,TN37864 		62-1507789 501C3 25,984       GEN/OPER SUPPORT
(22) BOYS & GIRLS CLUBS - DUMPLIN VALLEY
PO BOX 669
WHITE PINE,TN37890 		26-1475216 501C3 25,000       PROGRAM DEVELOPMENT
(23) BOYS & GIRLS CLUBS OF THE TN VALLEY
967 IRWIN STREET
JOHN D LEE ADMINISTRATIVE OFFICES
KNOXVILLE,TN37917 		62-0475743 501C3 1,838,900       ANNUAL CAMPAIGNS
(24) BOYS AND GIRLS CLUB OF GREENEVILLE
PO BOX 1977
GREENEVILLE,TN377441977 		62-1706248 501C3 13,500       ANNUAL CAMPAIGNS
(25) BRIDGE REFUGEE SERVICES
3839 BUFFAT MILL ROAD
KNOXVILLE,TN37914 		58-1505955 501C3 7,500       PROGRAM DEVELOPMENT
(26) CANCER SUPPORT COMMUNITY EAST TN
2230 SUTHERLAND AVENUE
KNOXVILLE,TN379192350 		58-1846210 501C3 179,298       GEN/OPER SUPPORT
(27) CARSON-NEWMAN UNIVERSITY
PO BOX 557
JEFFERSON CITY,TN37760 		62-0479189 501C3 40,400       PROGRAM DEVELOPMENT
(28) CASA MONROE
301 COLLEGE STREET NORTH
MADISONVILLE,TN37354 		32-0204451 501C3 12,500       PROGRAM DEVELOPMENT
(29) CASA OF EAST TENNESSEE INC
PO BOX 10752
KNOXVILLE,TN379390752 		62-1278520 501C3 5,500       GEN/OPER SUPPORT
(30) CATHOLIC CHARITIES OF EAST TN
119 DAMERON AVENUE
ADMINISTRATIVE OFFICES
KNOXVILLE,TN37917 		62-1377551 501C3 7,800       PROGRAM DEVELOPMENT
(31) CATHOLIC DIOCESE OF KNOXVILLE
805 SOUTH NORTHSHORE DRIVE
KNOXVILLE,TN37919 		62-1357183 501C3 24,000       GEN/OPER SUPPORT
(32) CATHOLIC DIOCESE OF ST AUGUSTINE
11625 OLD ST AUGUSTINE ROAD
JACKSONVILLE,FL32258 		59-0637829 501C3 50,000       PROGRAM DEVELOPMENT
(33) CEDAR SPRINGS PRESBYTERIAN CHURCH
9132 KINGSTON PIKE
KNOXVILLE,TN37923 		62-0649031 501C3 257,600       GEN/OPER SUPPORT
(34) CENTRAL BAPTIST CHURCH OF BEARDEN
6300 DEANE HILL DRIVE
KNOXVILLE,TN37919 		CHURCH 9,650       PROGRAM DEVELOPMENT
(35) CHEROKEE HEALTH SYSTEMS
2018 WESTERN AVENUE
KNOXVILLE,TN37921 		62-0637925 501C3 25,679       GEN/OPER SUPPORT
(36) CHILD ADVOCACY CTR 9TH JUDICIAL DIS
PO BOX 928
LENOIR CITY,TN37771 		62-1846638 501C3 27,500       CONFERENCES/SEMINARS
(37) CHILDRENS CENTER OF THE CUMBERLANDS
PO BOX 4314
ONEIDA,TN37841 		62-1873070 501C3 10,000       GEN/OPER SUPPORT
(38) CHILDREN'S MUSEUM OF OAK RIDGE
461 WEST OUTER DRIVE
OAK RIDGE,TN37830 		23-7411712 501C3 15,145       PROGRAM DEVELOPMENT
(39) CHRIST PRESBYTERIAN CHURCH
2323 OLD HICKORY BLVD
NASHVILLE,TN37215 		CHURCH 20,000       GEN/OPER SUPPORT
(40) CHRISTIAN UNION INC
19 VANDEVENTER AVENUE
PRINCETON,NJ08542 		22-3834440 501C3 7,500       GEN/OPER SUPPORT
(41) CHURCH STREET UNITED METHODIST CHUR
PO BOX 1303
KNOXVILLE,TN37901 		CHURCH 204,319       BUILDING/RENOVATION
(42) CITY OF ELIZABETHTON
136 S SYCAMORE STREET
ELIZABETHTON,TN37643 		62-6000283 GOVERN 9,778       BUILDING/RENOVATION
(43) CITY OF ETOWAH
PO BOX 1077
ETOWAH,TN37331 		GOVERN 300,000       BUILDING/RENOVATION
(44) CITY OF KINGSPORT
225 WEST CENTER STREET
KINGSPORT,TN376604237 		62-6000323 GOVERN 10,009       PROGRAM DEVELOPMENT
(45) CITY OF KINGSTON PARKS & RECREATION
201 PATTON FERRY ROAD
KINGSTON,TN37763 		62-6002119 GOVERN 6,000       BUILDING/RENOVATION
(46) CITY OF SWEETWATER
PO BOX 267
SWEETWATER,TN378740267 		62-6000419 GOVERN 6,500       PROGRAM DEVELOPMENT
(47) COAL CREEK MINERS MUSEUM
PO BOX 223
ROCKY TOP,TN37769 		62-1752516 501C3 7,500       PROGRAM DEVELOPMENT
(48) COALITION FOR KIDS INC
PO BOX 3156
JOHNSON CITY,TN37602 		62-1765487 501C3 10,000       PROGRAM DEVELOPMENT
(49) COCKE COUNTY SCHOOL SYSTEM
305 HEDRICK DRIVE
NEWPORT,TN37821 		GOVERN 20,000       PROGRAM DEVELOPMENT
(50) COLONIAL HEIGHTS UMC - KINGSPORT TN
PO BOX 6027
KINGSPORT,TN37663 		CHURCH 180,332       GEN/OPER SUPPORT
(51) COMM COAL AGAINST HUMAN TRAFFICKING
PO BOX 20937
KNOXVILLE,TN37940 		27-3460268 501C3 17,000       PROGRAM DEVELOPMENT
(52) COMPASSION COALITION
318 N GAY STREET SUITE 207
KNOXVILLE,TN37917 		62-0011300 501C3 10,400       GEN/OPER SUPPORT
(53) COMPASSION COUNSELING
200 E BROADWAY AVENUE
SUITE 515
MARYVILLE,TN37804 		46-2300707 501C3 8,500       PROGRAM DEVELOPMENT
(54) COORD SCHOOL HEALTH-JEFFERSON CO
1030 S HIGHWAY 92 SUITE B
DANDRIDGE,TN37725 		62-6000685 GOVERN 12,000       PROGRAM DEVELOPMENT
(55) COUNSELING & CONSULTATION SERVICES
PO BOX 278
LIMESTONE,TN37681 		62-1425012 501C3 10,000       PROGRAM DEVELOPMENT
(56) CRU (CAMPUS CRUSADE FOR CHRIST)
PO BOX 628222
ORLANDO,FL328628222 		95-6006173 501C3 15,500       PROGRAM DEVELOPMENT
(57) CRUMLEY HOUSE HEAD INJURY REHAB
300 URBANA ROAD
LIMESTONE,TN376812852 		58-1988511 501C3 25,000       EQUIPMENT
(58) CUMBERLAND COMMUNITIES COMM CORP
301 S GAY STREET
KNOXVILLE,TN37927 		58-2004387 501C3 12,500       PROGRAM DEVELOPMENT
(59) DEXTER FIRST UNITED METHODIST CHURC
PO BOX 156
DEXTER,MO63841 		CHURCH 50,000       GEN/OPER SUPPORT
(60) DOGWOOD ARTS INC
123 W JACKSON AVENUE
KNOXVILLE,TN37902 		62-6074113 501C3 20,500       PROGRAM DEVELOPMENT
(61) DOUGLAS-CHEROKEE ECONOMIC AUTHORITY
PO BOX 1218
MORRISTOWN,TN378161218 		62-0752586 501C3 8,000       PROGRAM DEVELOPMENT
(62) DREAM CONNECTION INC
PO BOX 10924
KNOXVILLE,TN37939 		58-1678211 501C3 10,000       PROGRAM DEVELOPMENT
(63) EAST TENNESSEE CHILDREN'S HOSPITAL
PO BOX 15010
KNOXVILLE,TN379015010 		62-6002604 501C3 54,346       PROGRAM DEVELOPMENT
(64) EAST TN COMMUNITY DESIGN CENTER
1300 N BROADWAY
KNOXVILLE,TN37917 		62-0817716 501C3 7,245       GEN/OPER SUPPORT
(65) EAST TN PUBLIC COMMUNICATIONS CORP
1611 E MAGNOLIA AVENUE
KNOXVILLE,TN37917 		62-1173293 501C3 5,500       PROGRAM DEVELOPMENT
(66) EAST TN STATE UNIVERSITY FOUNDATION
PO BOX 70721
JOHNSON CITY,TN37614 		23-7092731 501C3 217,250       PROGRAM DEVELOPMENT
(67) EMERALD YOUTH FOUNDATION
1014 HEISKELL AVENUE
KNOXVILLE,TN37921 		62-1474791 501C3 393,943       PROGRAM DEVELOPMENT
(68) ERLANGER HEALTH SYSTEM FOUNDATIONS
975 EAST THIRD STREET
SUITE B-508
CHATTANOOGA,TN37403 		58-1664027 501C3 10,000       GEN/OPER SUPPORT
(69) FELLOWSHIP OF CHRISTIAN ATHLETES
502 S GAY STREET SUITE 401
KNOXVILLE,TN37902 		44-0610626 501C3 5,500       GEN/OPER SUPPORT
(70) FIRST CHRISTIAN CHURCH
1130 TEMPLE STREET
GREENEVILLE,TN37745 		CHURCH 125,000       GEN/OPER SUPPORT
(71) FIRST PRIORITY OF AMERICA INC
PO BOX 473
BRENTWOOD,TN37027 		62-1638690 501C3 10,000       GEN/OPER SUPPORT
(72) FLORENCE CRITTENTON AGENCY
1531 DICK LONAS ROAD BUILDING C
KNOXVILLE,TN379091218 		62-6044288 501C3 5,403       PROGRAM DEVELOPMENT
(73) FOOD PANTRY OF TELLICO PLAINS
PO BOX 434
TELLICO PLAINS,TN37385 		81-3006555 501C3 10,000       PROGRAM DEVELOPMENT
(74) FOOTHILLS LAND CONSERVANCY INC
3402 ANDY HARRIS ROAD
ROCKFORD,TN37853 		62-1256238 501C3 39,683       GEN/OPER SUPPORT
(75) FORT SANDERS FOUNDATION
280 FORT SANDERS W BLVD SUITE 202
KNOXVILLE,TN379223352 		62-1748601 501C3 10,000       PROGRAM DEVELOPMENT
(76) FRANKLIN ROAD ACADEMY
4700 FRANKLIN ROAD
NASHVILLE,TN37220 		62-1138075 501C3 50,000       GEN/OPER SUPPORT
(77) FREE WILL BAPTIST FAMILY MINISTRIES
90 STANLEY LANE
GREENEVILLE,TN37743 		62-0515535 501C3 173,000       PROGRAM DEVELOPMENT
(78) FRIENDS OF GREAT SMOKY MOUNTAINS NP
PO BOX 1660
KODAK,TN377647660 		62-1564782 501C3 71,038       PROGRAM DEVELOPMENT
(79) GEORGE CLEM MULTICULTURAL ALLIANCE
802 WESLEY AVENUE
GREENEVILLE,TN37743 		46-3125849 501C3 6,000       PROGRAM DEVELOPMENT
(80) GEORGE W BUSH FOUNDATION
2943 SMU BOULEVARD
DALLAS,TX75205 		20-4119317 501C3 1,005,500       GEN/OPER SUPPORT
(81) GIRLS INC OF HAMBLEN COUNTY
PO BOX 3058
MORRISTOWN,TN378153058 		23-7306313 501C3 7,415       PROGRAM DEVELOPMENT
(82) GOOD SHEPHERD CENTER
PO BOX 353
MADISONVILLE,TN37354 		58-2233171 501C3 10,000       PROGRAM DEVELOPMENT
(83) GREAT SCHOOLS PARTNERSHIP CHAR TR
912 S GAY STREET
L210
KNOXVILLE,TN37902 		76-6206166 501C3 287,000       PROGRAM DEVELOPMENT
(84) GREAT SMOKY MOUNTAINS HERITAGE CNTR
PO BOX 268
TOWNSEND,TN378820268 		62-1821411 501C3 5,500       PROGRAM DEVELOPMENT
(85) GREAT SMOKY MOUNTAINS INSTITUTE
9275 TREMONT ROAD
TOWNSEND,TN37882 		62-1833479 501C3 8,000       GEN/OPER SUPPORT
(86) GREENE COUNTY UNITED WAY INC
115 ACADEMY STREET
GREENEVILLE,TN37743 		62-6015767 501C3 35,000       GEN/OPER SUPPORT
(87) GREENEVILLE CITY SCHOOLS FOUNDATION
PO BOX 1420
GREENEVILLE,TN377441420 		62-1672018 501C3 15,250       PROGRAM DEVELOPMENT
(88) GREENEVILLE CUMBERLAND PRESB CHURCH
201 NORTH MAIN STREET
GREENEVILLE,TN37745 		62-0863428 CHURCH 55,000       GEN/OPER SUPPORT
(89) GREENEVILLE-GREENE CO CMTY MINISTRY
PO BOX 545
GREENEVILLE,TN377440545 		62-1207222 501C3 10,000       PROGRAM DEVELOPMENT
(90) HELEN ROSS MCNABB FOUNDATION
201 W SPRINGDALE AVENUE NE
KNOXVILLE,TN37917 		23-7213935 501C3 78,000       PROGRAM DEVELOPMENT
(91) HISTORIC RUGBY INC
PO BOX 8
RUGBY,TN37733 		62-0840267 501C3 13,374       GEN/OPER SUPPORT
(92) HISTORIC TENNESSEE THEATRE FDN
604 S GAY STREET
KNOXVILLE,TN37901 		62-1651302 501C3 100,300       BUILDING/RENOVATION
(93) HIWASSEE COLLEGE INC
225 HIWASSEE COLLEGE DRIVE
MADISONVILLE,TN37354 		62-0511454 501C3 8,058       PROGRAM DEVELOPMENT
(94) HOMESOURCE EAST TENNESSEE
109 N WINONA STREET
KNOXVILLE,TN37917 		62-1465760 501C3 60,000       BUILDING/RENOVATION
(95) HOPE RESOURCE CENTER
2700 PAINTER AVENUE
KNOXVILLE,TN37919 		58-1592223 501C3 17,100       GEN/OPER SUPPORT
(96) HUMANE SOCIETY OF THE TN VALLEY
PO BOX 51723
KNOXVILLE,TN37950 		62-0596930 501C3 134,101       GEN/OPER SUPPORT
(97) IJAMS NATURE CENTER
2915 ISLAND HOME AVENUE
KNOXVILLE,TN37920 		59-1777902 501C3 8,000       PROGRAM DEVELOPMENT
(98) INSTITUTE ON RELIGION & PUBLIC LIFE
35 EAST 21ST STREET
SIXTH FLOOR
NEW YORK,NY10010 		52-1628303 501C3 25,000       BUILDING/RENOVATION
(99) INTERFAITH HEALTH CLINIC
315 GILL AVENUE
KNOXVILLE,TN37917 		58-1947641 501C3 33,533       PROGRAM DEVELOPMENT
(100) INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895
MADISON,WI537077895 		36-2171714 501C3 10,000       PROGRAM DEVELOPMENT
(101) ISLAMORADA FOUNDATION
PO BOX 1315
ISLAMORADA,FL33036 		90-0586396 501C3 20,000       BUILDING/RENOVATION
(102) JEFFERSON CITY FIRE DEPARTMENT
PO BOX 530
JEFFERSON CITY,TN37760 		62-6000317 GOVERN 61,250       EQUIPMENT
(103) JEFFERSON CITY POLICE DEPARTMENT
PO BOX 530
JEFFERSON CITY,TN37760 		62-6000317 GOVERN 33,000       PROGRAM DEVELOPMENT
(104) JEFFERSON CO EDUCATION FOUNDATION
532 PATRIOT DRIVE
DANDRIDGE,TN37725 		62-1753096 501C3 13,000       PROGRAM DEVELOPMENT
(105) JEFFERSON CO HABITAT FOR HUMANITY
PO BOX 346
JEFFERSON CITY,TN37760 		62-1516257 501C3 25,000       BUILDING/RENOVATION
(106) JEFFERSON COUNTY EMS
581 W OLD A J HIGHWAY
NEW MARKET,TN378204353 		62-6000684 GOVERN 75,000       EQUIPMENT
(107) JEFFERSON COUNTY RESCUE SQUAD
PO BOX 261
DANDRIDGE,TN37725 		62-0996223 501C3 50,000       EQUIPMENT
(108) JEFFERSON RURAL CLINIC INC
1413 RUSSELL AVENUE
JEFFERSON CITY,TN377602562 		20-1932232 501C3 70,000       PROGRAM DEVELOPMENT
(109) JESSE'S HOUSE
PO BOX 3318
CUMMING,GA30028 		58-2516541 501C3 6,750       GEN/OPER SUPPORT
(110) JOHNSON CITY SYMPHONY ORCHESTRA
PO BOX 533
JOHNSON CITY,TN37605 		62-0910261 501C3 8,000       PROGRAM DEVELOPMENT
(111) JOHNSON COUNTY ARTS COUNCIL
PO BOX 269
MOUNTAIN CITY,TN37683 		62-1731844 501C3 14,423       PROGRAM DEVELOPMENT
(112) JOHNSON COUNTY FARMER'S MARKET
110 COURT STREET
MOUNTAIN CITY,TN37683 		27-1474866 501C3 5,500       PROGRAM DEVELOPMENT
(113) JOHNSON COUNTY HIGH SCHOOL
290 FAIRGROUND HILL
MOUNTAIN CITY,TN376831667 		62-6000688 GOVERN 8,350       PROGRAM DEVELOPMENT
(114) JONI AND FRIENDS TENNESSEE
410 S NORTHSHORE DRIVE
KNOXVILLE,TN37919 		95-3402002 501C3 32,333       GEN/OPER SUPPORT
(115) JOY OF MUSIC SCHOOL
1209 EUCLID AVENUE
KNOXVILLE,TN37921 		31-1776315 501C3 27,014       PROGRAM DEVELOPMENT
(116) JUBILEE COMMUNITY ARTS
1538 LAUREL AVENUE
KNOXVILLE,TN379162016 		62-1066028 501C3 6,000       PROGRAM DEVELOPMENT
(117) JUNIOR ACHIEVEMENT EAST TENNESSEE
2135 N CHARLES G SEIVERS BOULEVARD
CLINTON,TN377166749 		62-0810145 501C3 34,500       PROGRAM DEVELOPMENT
(118) JUNIOR ACHIEVEMENT-TRI-CITIES TNVA
330 BROAD STREET SUITE 1
KINGSPORT,TN37660 		62-0757847 501C3 66,702       GEN/OPER SUPPORT
(119) JUNIOR LEAGUE OF KNOXVILLE INC
520 W SUMMIT HILL DRIVE STE 1101
KNOXVILLE,TN37902 		62-6051012 501C3 6,300       GEN/OPER SUPPORT
(120) KNOX AREA RESCUE MINISTRIES
PO BOX 3310
KNOXVILLE,TN379273310 		62-0670972 501C3 18,607       PROGRAM DEVELOPMENT
(121) KNOX HERITAGE INC
PO BOX 1242
KNOXVILLE,TN37901 		51-0148798 501C3 6,700       CAPITAL CAMPAIGN
(122) KNOX MAKERS
116 CHILDRESS STREET SW BAY 2
KNOXVILLE,TN37920 		45-3981182 501C3 8,000       BUILDING/RENOVATION
(123) KNOX BOTANICAL GARDENS & ARBORETUM
2743 WIMPOLE AVENUE
KNOXVILLE,TN37914 		62-1868560 501C3 24,748       PROGRAM DEVELOPMENT
(124) KNOXVILLE AREA URBAN LEAGUE
1514 E FIFTH AVENUE
KNOXVILLE,TN37917 		62-0797293 501C3 78,800       PROGRAM DEVELOPMENT
(125) KNOXVILLE CHRISTIAN COMMUNITY FDN
PO BOX 52250
KNOXVILLE,TN379502250 		62-1695494 501C3 30,000       GEN/OPER SUPPORT
(126) KNOXVILLE FAMILY JUSTICE CENTER
400 HARRIET TUBMAN STREET
KNOXVILLE,TN37915 		30-0342598 501C3 8,500       PROGRAM DEVELOPMENT
(127) KNOXVILLE HABITAT FOR HUMANITY
PO BOX 27478
KNOXVILLE,TN379277478 		58-1727980 501C3 65,955       BUILDING/RENOVATION
(128) KNOXVILLE KIWANIS YOUTH FOUNDATION
PO BOX 232
KNOXVILLE,TN37901 		62-6042535 501C3 10,000       PROGRAM DEVELOPMENT
(129) KNOXVILLE MUSEUM OF ART
1050 WORLDS FAIR PARK DRIVE
KNOXVILLE,TN379161653 		62-0677701 501C3 40,388       GEN/OPER SUPPORT
(130) KNOXVILLE SYMPHONY SOCIETY
PO BOX 360
KNOXVILLE,TN379010360 		62-6008097 501C3 45,550       GEN/OPER SUPPORT
(131) KNOXVILLE ZOOLOGICAL GARDENS INC
3500 KNOXVILLE ZOO DRIVE
KNOXVILLE,TN37914 		62-1034633 501C3 5,160,500       CAPITAL CAMPAIGN
(132) KNOXVILLE-KNOX CO CAC OFF ON AGING
PO BOX 51650
KNOXVILLE,TN379501650 		GOVERN 46,781       PROGRAM DEVELOPMENT
(133) KNOXVILLE-KNOX COUNTY CAC
PO BOX 51650
KNOXVILLE,TN379501650 		GOVERN 121,750       PROGRAM DEVELOPMENT
(134) LAKESHORE PARK
PO BOX 10244
KNOXVILLE,TN37939 		62-1648241 501C3 24,829       GEN/OPER SUPPORT
(135) LEADERSHIP KNOXVILLE INC
17 MARKET SQUARE 201
KNOXVILLE,TN37902 		62-1212211 501C3 11,818       GEN/OPER SUPPORT
(136) LEGACY PARKS FOUNDATION
900 VOLUNTEER LANDING
KNOXVILLE,TN37915 		20-4631230 501C3 6,200       GEN/OPER SUPPORT
(137) LEGAL AID OF EAST TENNESSEE
607 W SUMMIT HILL DRIVE SW
KNOXVILLE,TN37902 		58-9132803 501C3 11,500       PROGRAM DEVELOPMENT
(138) LINCOLN MEMORIAL UNIVERSITY
6965 CUMBERLAND GAP PARKWAY
HARROGATE,TN377528245 		62-0479542 501C3 18,000       RESEARCH
(139) MAIN STREET ATHENS
PO BOX 531
ATHENS,TN373710531 		81-3112676 501C3 7,501       PROGRAM DEVELOPMENT
(140) MAKE-A-WISH FOUNDATION OF EAST TN
6005 CENTURY OAKS DRIVE SUITE 500
CHATTANOOGA,TN37416 		58-1799549 501C3 6,000       GEN/OPER SUPPORT
(141) MARINE CORPS HERITAGE FOUNDATION
18900 JEFFERSON DAVIS HIGHWAY
TRIANGLE,VA22172 		26-0803466 501C3 7,374       GEN/OPER SUPPORT
(142) MARYVILLE ALCOA ANIMAL RESCUE CNTR
426 HOME AVENUE
MARYVILLE,TN37801 		82-2358444 501C3 7,000       GEN/OPER SUPPORT
(143) MARYVILLE CITY SCHOOLS FOUNDATION
402 MELROSE STREET
MARYVILLE,TN37803 		62-1453443 501C3 52,339       GEN/OPER SUPPORT
(144) MARYVILLE COLLEGE
502 E LAMAR ALEXANDER PARKWAY
OFFICE OF INSTITUTIONAL ADVANCEMENT
MARYVILLE,TN378045907 		62-0475691 501C3 1,113,054       BUILDING/RENOVATION
(145) MEANINGFUL LIFE CENTER
116 CARR STREET
KNOXVILLE,TN37919 		47-1645965 501C3 10,000       GEN/OPER SUPPORT
(146) MENTAL HEALTH ASSOCIATION - EAST TN
PO BOX 32731
KNOXVILLE,TN379302731 		62-0642878 501C3 10,500       PROGRAM DEVELOPMENT
(147) MILLY'S WINGS
PO BOX 143
NORRIS,TN37828 		47-5060921 501C3 8,000       BUILDING/RENOVATION
(148) MISSION OF HOPE
PO BOX 51824
KNOXVILLE,TN37950 		62-1794508 501C3 37,100       PROGRAM DEVELOPMENT
(149) MONROE AREA COUNCIL FOR THE ARTS
PO BOX 491
MADISONVILLE,TN37354 		62-1615958 501C3 9,000       PROGRAM DEVELOPMENT
(150) MONROE CO COMM HEALTH ACCESS CMTE
PO BOX 1119
MADISONVILLE,TN37354 		58-2046314 501C3 10,000       PROGRAM DEVELOPMENT
(151) MONROE COUNTY BOXING CLUB
191 SCENIC CIRCLE
MADISONVILLE,TN37385 		80-0767540 501C3 10,000       PROGRAM DEVELOPMENT
(152) MORGAN COUNTY TRUSTEE
PO BOX 189
WARTBURG,TN37887 		GOVERN 150,385       GEN/OPER SUPPORT
(153) MOUNTAIN STATES FOUNDATION
2335 KNOB CREEK ROAD SUITE 101
JOHNSON CITY,TN376042002 		58-1418862 501C3 111,020       ANNUAL CAMPAIGNS
(154) MOUNTAIN TOUGH RECOVERY TEAM
906 EAST PARKWAY SUITE 2
GATLINBURG,TN37738 		82-1016756 501C3 20,000       EMERGENCY FUNDS
(155) MUSIC ASSOCIATES OF ASPEN INC
225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		84-0445087 501C3 9,250       GEN/OPER SUPPORT
(156) NEIGHBORHOOD HOUSING INC
318 N GAY STREET SUITE 210
KNOXVILLE,TN37917 		62-1771501 501C3 120,000       BUILDING/RENOVATION
(157) NEW HOPE ACADEMY
1820 DOWNS BOULEVARD
FRANKLIN,TN37064 		63-1172489 501C3 80,000       GEN/OPER SUPPORT
(158) NEW HOPE BLOUNT CO CHILD ADVOCACY
PO BOX 5058
MARYVILLE,TN37802 		62-1806067 501C3 32,500       PROGRAM DEVELOPMENT
(159) NISWONGER FOUNDATION
PO BOX 1508
GREENEVILLE,TN37744 		62-1871605 501C3 130,000       PROGRAM DEVELOPMENT
(160) NISWONGER PERFORMING ARTS CENTER
PO BOX 727
GREENEVILLE,TN37744 		71-0971054 501C3 10,000       GEN/OPER SUPPORT
(161) OAK RIDGE PUBLIC SCHOOLS EDUC FDN
PO BOX 117 MS-22
OAK RIDGE,TN37831 		62-1809810 501C3 7,500       PROGRAM DEVELOPMENT
(162) OAK RIDGE ROTARY COMMUNITY FUND
PO BOX 4183
OAK RIDGE,TN37831 		20-1693222 501C3 7,500       PROGRAM DEVELOPMENT
(163) OLD GRAY CEMETERY HIST & MEMO ASSN
PO BOX 806
KNOXVILLE,TN379010806 		23-7426428 501C3 21,597       PROGRAM DEVELOPMENT
(164) PELLISSIPPI STATE FOUNDATION
PO BOX 22990
KNOXVILLE,TN379330990 		58-1493050 501C3 35,000       PROGRAM DEVELOPMENT
(165) POSITIVELY LIVING
1501 E FIFTH AVENUE
KNOXVILLE,TN37917 		62-1698383 501C3 121,500       BUILDING/RENOVATION
(166) PRESIDENT & FELLOWS HARVARD COLLEGE
124 MOUNT AUBURN STREET
ATTN ALUMNI DEVELOPMENT SERVICES
CAMBRIDGE,MA02138 		04-2103580 501C3 10,000       PROGRAM DEVELOPMENT
(167) PRINCETON CHRISTIAN FELLOWSHIP
24 MOORE STREET
PRINCETON,NJ08542 		22-1903095 501C3 10,000       GEN/OPER SUPPORT
(168) PRISONERS OF CHRIST INC
PO BOX 43390
JACKSONVILLE,FL32203 		59-3004784 501C3 200,000       BUILDING/RENOVATION
(169) PROVISION FOUNDATION
2095 LAKESIDE CENTRE WAY SUITE 101
KNOXVILLE,TN37922 		62-1837284 501C3 12,500       GEN/OPER SUPPORT
(170) PUTNAM COUNTY SCHOOL SYSTEM
1400 EAST SPRING STREET
COOKEVILLE,TN38506 		GOVERN 10,000       PROGRAM DEVELOPMENT
(171) RANDOM ACTS OF FLOWERS - NATIONAL
3500 WORKMAN ROAD SUITE 101A
KNOXVILLE,TN37921 		26-3006360 501C3 7,000       GEN/OPER SUPPORT
(172) RENOVATUS RECOVERY COMMUNITY
PO BOX 153
JEFFERSON CITY,TN37760 		45-4242163 501C3 29,500       PROGRAM DEVELOPMENT
(173) RESTORATION HOUSE OF EAST TENNESSEE
2205 VILLAGE PLACE WAY
KNOXVILLE,TN37923 		20-5775672 501C3 81,000       GEN/OPER SUPPORT
(174) RHEA CRAIG DAR
1410 SANDS ROAD
SWEETWATER,TN37874 		62-6051195 501C3 9,000       BUILDING/RENOVATION
(175) RIVER AND RAIL THEATRE COMPANY
100 GAY STREET SUITE 106
KNOXVILLE,TN37902 		47-2489844 501C3 20,000       BUILDING/RENOVATION
(176) ROANE COUNTY HERITAGE COMMISSION
PO BOX 738
KINGSTON,TN37763 		51-0185468 501C3 10,000       BUILDING/RENOVATION
(177) ROCKY MOUNT HISTORICAL ASSOCIATION
PO BOX 160
PINEY FLATS,TN376860160 		62-0674646 501C3 29,144       GEN/OPER SUPPORT
(178) RONALD MCDONALD HOUSE OF KNOXVILLE
1705 WEST CLINCH AVENUE
KNOXVILLE,TN37916 		58-1510276 501C3 178,602       GEN/OPER SUPPORT
(179) ROSE CENTER & COUNCIL FOR THE ARTS
PO BOX 1976
MORRISTOWN,TN37816 		62-0978968 501C3 41,352       GEN/OPER SUPPORT
(180) ROTARY FOUNDATION OF KNOXVILLE
PO BOX 166
KNOXVILLE,TN37901 		62-6047101 501C3 41,000       GEN/OPER SUPPORT
(181) RURAL RESOURCES
2870 HOLLY CREEK ROAD
GREENEVILLE,TN377454578 		62-1546161 501C3 25,500       PROGRAM DEVELOPMENT
(182) SAFESPACE
636 MIDDLE CREEK ROAD SUITE 3
SEVIERVILLE,TN37862 		58-1537647 501C3 8,500       PROGRAM DEVELOPMENT
(183) SALVATION ARMY
PO BOX 669
KNOXVILLE,TN379010669 		58-0660607 501C3 5,351       GEN/OPER SUPPORT
(184) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC286073000 		58-1437002 501C3 6,000       GEN/OPER SUPPORT
(185) SECOND HARVEST FOOD BANK OF EAST TN
136 HARVEST LANE
MARYVILLE,TN378013930 		58-1450139 501C3 25,100       PROGRAM DEVELOPMENT
(186) SENIOR CITIZENS HOME ASST SERVICE
PO BOX 3025
KNOXVILLE,TN37927 		62-0809589 501C3 17,340       PROGRAM DEVELOPMENT
(187) SEQUOYAH BIRTHPLACE MUSEUM
PO BOX 69
VONORE,TN37885 		27-1690761 501C3 7,500       GEN/OPER SUPPORT
(188) SEQUOYAH HILLS PRESBYTERIAN CHURCH
3700 KEOWEE AVENUE SW
KNOXVILLE,TN37919 		CHURCH 21,181       GEN/OPER SUPPORT
(189) SERTOMA CENTER INC
1400 EAST FIFTH AVENUE
KNOXVILLE,TN37917 		62-0818599 501C3 5,500       ANNUAL CAMPAIGNS
(190) SEVIER CO HIGH SCHOOL FOUNDATION
PO BOX 4124
SEVIERVILLE,TN37864 		91-1984587 501C3 15,750       PROGRAM DEVELOPMENT
(191) SHANGRI-LA THERAPEUTIC ACAD RIDING
11800 HIGHWAY 11E
LENOIR CITY,TN37772 		62-1330640 501C3 12,000       PROGRAM DEVELOPMENT
(192) SHORELINE CHURCH
9635 WESTLAND DRIVE
KNOXVILLE,TN37922 		CHURCH 13,715       PROGRAM DEVELOPMENT
(193) SISKIN CHILDREN'S INSTITUTE
1101 CARTER STREET
CHATTANOOGA,TN37402 		59-1781637 501C3 10,000       PROGRAM DEVELOPMENT
(194) SMALL MIRACLES THERAPEU EQUESTR CTR
1026 ROCK SPRINGS DRIVE
KINGSPORT,TN37664 		62-1603341 501C3 12,000       PROGRAM DEVELOPMENT
(195) SONS OF THE REVOLUTION - TN SOCIETY
PO BOX 3685
KNOXVILLE,TN379273685 		62-6065808 501C3 5,291       PROGRAM DEVELOPMENT
(196) SOUTHEASTERN COUNCIL OF FOUNDATIONS
100 PEACHTREE STREET NW SUITE 2080
ATLANTA,GA30303 		56-0995114 501C3 7,960       GEN/OPER SUPPORT
(197) SPAYNEUTER ASSISTANCE FOR PETS
190 BLUE JAY AVENUE
VONORE,TN378852071 		74-3083045 501C3 12,000       PROGRAM DEVELOPMENT
(198) ST JOHN'S CATHEDRAL
PO BOX 153
KNOXVILLE,TN379010153 		CHURCH 128,600       ANNUAL CAMPAIGNS
(199) ST JOHN'S EPISCOPAL CHURCH
500 N ROAN STREET
JOHNSON CITY,TN37601 		62-6075442 501C3 11,000       GEN/OPER SUPPORT
(200) ST JOHN'S LUTHERAN CHURCH
544 N BROADWAY AVENUE
KNOXVILLE,TN37917 		CHURCH 17,500       CAPITAL CAMPAIGN
(201) ST JUDE CHILDREN'S RESEARCH HOSP
501 ST JUDE PLACE
MEMPHIS,TN38105 		62-0646012 501C3 12,811       GEN/OPER SUPPORT
(202) ST MARY'S SEWANEE
PO BOX 188
SEWANEE,TN37375 		62-1359755 501C3 6,000       GEN/OPER SUPPORT
(203) STANFORD EISENBERG KNOX JEWISH SCHO
PO BOX 10105
KNOXVILLE,TN37939 		20-8418046 501C3 10,850       PROGRAM DEVELOPMENT
(204) SUSANNAH'S HOUSE
923 DAMERON AVE NW
KNOXVILLE,TN37921 		47-1728129 501C3 7,600       GEN/OPER SUPPORT
(205) SWEETWATER HOSPITAL ASSOCIATION
304 CHURCH STREET
SWEETWATER,TN378742832 		62-0544855 501C3 5,612       GEN/OPER SUPPORT
(206) SWEETWATER VALLEY CITIZENS FOR ARTS
PO BOX 261
SWEETWATER,TN37874 		62-1015183 501C3 7,540       PROGRAM DEVELOPMENT
(207) TENNESSEE PERFORMING ARTS CENTER
PO BOX 190660
NASHVILLE,TN37219 		58-1320590 501C3 25,000       GEN/OPER SUPPORT
(208) TENNESSEE STATE MUSEUM FOUNDATION
505 DEADERICK STREET
NASHVILLE,TN372431120 		51-0200584 501C3 11,000       BUILDING/RENOVATION
(209) TENNESSEE WESLEYAN UNIVERSITY
204 EAST COLLEGE STREET
ATHENS,TN37303 		62-0476661 501C3 36,630       PROGRAM DEVELOPMENT
(210) THE BRETT BOYER FOUNDATION INC
1600 DIVISION STREET SUITE 225
NASHVILLE,TN37203 		82-3179454 501C3 10,000       GEN/OPER SUPPORT
(211) THE CHANGE CENTER
203 HARRIET TUBMAN STREET
KNOXVILLE,TN37915 		38-3991050 501C3 50,000       ANNUAL CAMPAIGNS
(212) THE GARDEN CONSERVANCY
PO BOX 608
GARRISON,NY10524 		13-3570145 501C3 7,500       GEN/OPER SUPPORT
(213) THISTLE FARMS INC
5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		58-2050089 501C3 10,000       GEN/OPER SUPPORT
(214) THREE3 INC
520 W SUMMIT HILL DRIVE STE 1101
KNOXVILLE,TN37902 		36-4751531 501C3 10,000       RESEARCH
(215) THRIVE LONSDALE YOUTH MINISTRIES
PO BOX 51611
KNOXVILLE,TN379501611 		62-1714010 501C3 32,500       GEN/OPER SUPPORT
(216) TIMBER RIDGE PRESBYTERIAN CHURCH
5180 WARRENSBURG ROAD
GREENEVILLE,TN37743 		CHURCH 8,000       GEN/OPER SUPPORT
(217) TNACHIEVES
10427 PETSAFE WAY
KNOXVILLE,TN37932 		27-4673873 501C3 117,000       PROGRAM DEVELOPMENT
(218) TOWN OF WHITE PINE VOL FIRE DEPT
PO BOX 66
WHITE PINE,TN37890 		62-6010883 GOVERN 42,500       EQUIPMENT
(219) UNION COUNTY HERITAGE FESTIVAL
PO BOX 681
MAYNARDVILLE,TN37807 		26-0653976 501C3 8,000       PROGRAM DEVELOPMENT
(220) UNITED WAY OF BLOUNT COUNTY
1615 E BROADWAY AVENUE
MARYVILLE,TN37804 		23-7122193 501C3 13,600       GEN/OPER SUPPORT
(221) UNITED WAY OF GREATER CHATTANOOGA
630 MARKET STREET
CHATTANOOGA,TN37402 		62-0565962 501C3 10,000       ANNUAL CAMPAIGNS
(222) UNITED WAY OF GREATER KNOXVILLE
1301 HANNAH AVENUE
KNOXVILLE,TN379216330 		62-0475748 501C3 750,753       ANNUAL CAMPAIGNS
(223) UNITED WAY OF MONROE COUNTY
PO BOX 722
SWEETWATER,TN378740722 		23-7433635 501C3 14,549       PROGRAM DEVELOPMENT
(224) UNITED WAY OF NORTHEAST FLORIDA
40 E ADAMS STREET SUITE 200
JESSIE BALL DUPONT CENTER
JACKSONVILLE,FL32202 		59-0637825 501C3 280,000       PROGRAM DEVELOPMENT
(225) UNITED WAY OF SEVIER COUNTY
PO BOX 6458
SEVIERVILLE,TN378646458 		62-1225078 501C3 41,000       EMERGENCY FUNDS
(226) UNITED WAY OF WASHINGTON COUNTY
PO BOX 4039
JOHNSON CITY,TN37602 		62-6001105 501C3 20,000       ANNUAL CAMPAIGNS
(227) UNITED WAY-MCMINN & MEIGS COUNTIES
PO BOX 1681
ATHENS,TN373711681 		23-7127376 501C3 19,000       GEN/OPER SUPPORT
(228) UNIVERSITY HEALTH SYSTEM INC
2121 MEDICAL CENTER WAY SUITE 200
KNOXVILLE,TN379203282 		31-1626179 501C3 1,508,500       GEN/OPER SUPPORT
(229) UNIVERSITY OF TENNESSEE KNOXVILLE
1525 UNIVERSITY AVENUE SUITE 100
KNOXVILLE,TN37921 		62-6001636 STATE 10,189,398       PROGRAM DEVELOPMENT
(230) VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NE
GRAND RAPIDS,MI49503 		52-2000823 501C3 25,000       RESEARCH
(231) VOLUNTEER MINISTRY CENTER
PO BOX 325
KNOXVILLE,TN37901 		62-1338748 501C3 25,500       GEN/OPER SUPPORT
(232) VOLUNTEERS OF AMERICA OF KY AND TN
446 METROPLEX DRIVE SUITE 100
NASHVILLE,TN372113139 		61-0480950 501C3 11,891       PROGRAM DEVELOPMENT
(233) WALTERS STATE COMM COLLEGE FDN
PO BOX 1508
MORRISTOWN,TN378161508 		51-0162364 501C3 26,000       PROGRAM DEVELOPMENT
(234) WEBB SCHOOL OF KNOXVILLE
9800 WEBB SCHOOL DRIVE
KNOXVILLE,TN379233399 		62-0550980 501C3 21,987       ANNUAL CAMPAIGNS
(235) WESLEYAN COLLEGE
4760 FORSYTH ROAD
MACON,GA31210 		58-0593438 501C3 9,744       GEN/OPER SUPPORT
(236) WOMEN'S FUND OF EAST TENNESSEE
625 MARKET STREET SUITE 1300
KNOXVILLE,TN37902 		47-4871564 501C3 125,443       GEN/OPER SUPPORT
(237) WORDPLAYERS
PO BOX 53717
KNOXVILLE,TN379503717 		62-1607607 501C3 6,000       PROGRAM DEVELOPMENT
(238) YMCA OF EAST TENNESSEE
616 JESSAMINE STREET
KNOXVILLE,TN37917 		62-0475700 501C3 89,200       CAPITAL CAMPAIGN
(239) YMCA OF METROPOLITAN CHATTANOOGA
301 W 6TH STREET
CHATTANOOGA,TN37402 		62-0475699 501C3 100,000       CAPITAL CAMPAIGN
(240) YOKE YOUTH MINISTRIES
PO BOX 3492
KNOXVILLE,TN37927 		58-1380597 501C3 10,100       GEN/OPER SUPPORT
(241) YOUNG LIFE
PAYMENT PROCESSING PO BOX 70065
PRESCOTT,AZ863047065 		84-0385934 501C3 197,668       PROGRAM DEVELOPMENT
(242) YOUTH ACHEIVEMENT FOUNDATION INC
2569 COOK ROAD
CROSSVILLE,TN38571 		27-2479470 501C3 10,000       PROGRAM DEVELOPMENT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
241
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) EDUCATIONAL SCHOLARSHIPS 193 1,617,626      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2 THE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS DEPEND ON THE TYPE OF GRANT MADE. GRANTEES OF COMPETITIVE GRANT CYCLES ARE CLOSELY MONITORED THROUGHOUT THE GRANT APPLICATION AND AWARD PERIOD. APPLICATIONS, INCLUDING THOROUGH PROJECT DESCRIPTIONS, ANALYSES OF EXPECTED OUTCOMES, AND DETAILED PROJECT BUDGETS, ARE REVIEWED BY STAFF AND A QUALIFIED GRANTS PANEL. ORGANIZATION SITE VISITS ARE CONDUCTED FOR MOST PROGRAMS. FUNDED ORGANIZATIONS CERTIFY THE USE OF GRANT FUNDS AND DEMONSTRATE SUCH USES THROUGH THE REQUIRED SUBMISSION OF FINAL AND/OR INTERIM WRITTEN REPORTS. SCHOLARSHIP RECIPIENTS ACKNOWLEDGE IN WRITING THAT GRANT FUNDS ARE INTENDED TO BE USED ONLY FOR (1)TUITION AND FEES FOR ENROLLMENT AT A QUALIFYING INSTITUTION; (2) FEES, BOOKS, SUPPLIES, AND EQUIPMENT REQUIRED FOR COURSES OF INSTRUCTION AT SUCH AN EDUCATIONAL INSTITUTION; AND (3) ROOM AND BOARD. ACTUAL SCHOLARSHIP PAYMENTS ON BEHALF OF THE SCHOLARSHIP RECIPIENT ARE MADE TO THE INSTITUTION OF ENROLLMENT ACCOMPANIED BY A GRANT AWARD LETTER STIPULATING THE ACCEPTABLE USES AS ABOVE STATED. STUDENT TRANSCRIPTS ARE REVIEWED FOR STUDENTS RECEIVING PAYMENT FOR MORE THAN ONE SEMESTER TO ENSURE CONTINUED ELIGIBILITY. RECIPIENT ORGANIZATIONS OF GRANTS FROM DONOR ADVISED FUNDS CERTIFY THAT BY DEPOSITING THE GRANT CHECK, GRANT FUNDS WILL BE USED FOR THE SPECIFIC PURPOSE STATED IN THE GRANT AWARD LETTER. ORGANIZATION/DESIGNATED FUND GRANTEES RECEIVING ANNUAL DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE PERIODICALLY REVIEWED TO UPDATE ORGANIZATIONAL INFORMATION AND CHECK CONTINUED QUALIFICATION AS A 501(C)(3) ORGANIZATION.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MICHAEL T MCCLAMROCH
PRESIDENT AND CEO 		(i)

(ii)		 188,501
-------------
  		 
-------------
  		 
-------------
  		 
-------------
  		11,702
-------------
  		200,203
-------------
  		 
-------------
 
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 57 2,977,239 HIGH/LOW AVG DATE OF GIFT
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Return Reference Explanation
FORM 990, PAGE 1, PART I, LINE 6 439 INDIVIDUALS FROM THE 25 COUNTY REGION SERVED IN 2018 AS VOLUNTEERS ON THE FOUNDATION'S BOARD OF DIRECTORS, BOARD COMMITTEES, GEOGRAPHIC AFFILIATE FUND ADVISORY BOARDS, FIELD-OF-INTEREST GRANTS PANELS, AND SCHOLARSHIP SELECTION COMMITTEES.
FORM 990, PAGE 2, PART III, LINE 4D 4D-1) EXPENSES OF 972,233, INCLUDING GRANTS OF 972,233 - CONDUCTED COMPETITIVE GRANTMAKING PROGRAMS IN THE FIELD-OF-INTEREST AREAS OF AFFORDABLE HOUSING, YOUTH-AT-RISK, WOMEN AND CHILDREN, LITERACY, ARTS & CULTURE, SPAY & NEUTER SERVICES, WILDLIFE PRESERVATION, HEALTHCARE, RESPIRATORY DISEASE, CHILDHOOD CANCER, AND PARKINSON'S DISEASE RESEARCH, PROVIDING 71 GRANTS TO 65 501(C)(3) ORGANIZATIONS FOR WORTHWHILE PROJECTS IN THE 25 COUNTY SERVICE AREA AND TO 2 NATIONAL DISEASE RESEARCH ORGANIZATIONS 4D-2) EXPENSES OF 548,250, INCLUDING GRANTS OF 548,250 - FUNDED 9 GRANTS FROM THE PAT SUMMITT FOUNDATION FUND TO THE PAT SUMMITT CLINIC, A STATE- OF-THE-ART FACILITY AT UNIVERSITY OF TENNESSEE MEDICAL CENTER FOR TREATMENT AND RESEARCH OF ALZHEIMER'S AND OTHER NEUROLOGICAL DISEASES AND TO OTHER ORGANIZATIONS RELATED TO THE DISEASE 4D-3) EXPENSES OF 823,006, INCLUDING GRANTS OF 823,006 - CONDUCTED LOCALIZED, COMPETITIVE GRANTMAKING PROGRAMS THROUGH THE FOUNDATION'S AFFILIATE AND COUNTY-SPECIFIC FUNDS, ALLOWING LOCAL ADVISORY BOARDS TO SELECT WORTHY PROJECTS AND PROGRAMS AT THE LOCAL LEVEL; 81 GRANTS WERE AWARDED TO 69 ORGANIZATIONS FOR A WIDE VARIETY OF CHARITABLE PURPOSES 4D-4) EXPENSES OF 1,236,608, INCLUDING GRANTS OF 74,539 - MADE 49 DISCRETIONARY AND PROJECT GRANTS FROM 7 FUNDS AND PAID PROGRAM-RELATED EXPENSES ASSOCIATED WITH THE MANAGEMENT OF CHARITABLE FUNDS AND THE ALLOCATION OF GRANT FUNDS TO BENEFIT THE 25 COUNTY EAST TENNESSEE REGION
FORM 990, PART V QUESTION 8 - EXCESS BUSINESS HOLDINGS ARE HELD IN ONE DONOR ADVISED FUND AND WILL BE DISPOSED OF IN ADVANCE OF THE TIME REQUIREMENT DEADLINE.
FORM 990, PAGE 5, PART V, LINE 3B THE 990-T IS ON EXTENSION AWAITING INFORMATION FROM VARIOUS SOURCES TO COMPLETE THE RETURN. THE FOUNDATION INTENDS TO FILE THE 990-T BEFORE THE EXTENDED DUE DATE.
FORM 990, PART V, LINE 4B CAYMAN ISLANDS
FORM 990, PART VI SECTION C. DISCLOSURE LINE 17 THE FOUNDATION IS REGISTERED IN TENNESSEE, BUT HAS FILED CHARITABLE SOLICITATION APPLICATIONS IN ALL OTHER STATES IN WHICH THEY ARE REQUIRED.
FORM 990, PAGE 6, PART VI, LINE 2 NATALIE HASLAM WILL HASLAM HON LIFE DIR DIRECTOR FAMILY RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 11B THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND AUDIT COMMITTEE REVIEW THE COMPLETE FORM 990 PRIOR TO SUBMISSION. THE BOARD OF DIRECTORS ALSO REVIEWS FORM 990 PRIOR TO SUBMISSION, EXCEPT FOR SCHEDULE B.
FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS KEPT ON FILE IN THE ETF OFFICE. OFFICERS AND DIRECTORS WITH A CONFLICT OF INTEREST ON AN ISSUE ON A MEETING AGENDA ARE ASKED TO DISCLOSE THE CONFLICT AT THE MEETING AND TO RECUSE THEMSELVES FROM PARTICIPATION IN DISCUSSION AND VOTING ON THAT ITEM; SUCH RECUSALS ARE DOCUMENTED IN THE MEETING MINUTES.
FORM 990, PAGE 6, PART VI, LINE 15A EAST TENNESSEE FOUNDATION CHAIR AND IMMEDIATE PAST CHAIR LEAD THE ANNUAL PERFORMANCE APPRAISAL AND DETERMINATION OF COMPENSATION PROCESSES FOR THE PRESIDENT/CEO. A COMPREHENSIVE PERFORMANCE APPRAISAL FORM, COMPRISED OF RATING GRIDS IN EACH BROAD AREA OF JOB RESPONSIBILITY AND A SERIES OF QUESTIONS ADDRESSING PERFORMANCE, IS COMPLETED BY EACH MEMBER OF THE FOUNDATION'S EXECUTIVE COMMITTEE. THE PRESIDENT PREPARES A WRITTEN SELF-EVALUATION OF HIS PERFORMANCE RELATIVE TO PROGRESS TOWARD ACCOMPLISHMENT OF PREVIOUSLY DETERMINED GOALS. IN ADDITION, THE FULL BOARD IS INFORMED OF THE PROCESS, AND BOARD MEMBERS ARE INVITED TO PROVIDE INPUT AND COMMENTS. THE IMMEDIATE PAST CHAIR PREPARES A COMPOSITE OF COMPLETED APPRAISAL FORMS AND OTHER COMMENTS RECEIVED, WHICH BECOMES THE BASIS FOR THE PRESIDENT'S REVIEW. THE CHAIR AND IMMEDIATE PAST CHAIR MEET WITH THE PRESIDENT TO REVIEW THE APPRAISAL, DISCUSS FEEDBACK RECEIVED FROM BOARD AND EXECUTIVE COMMITTEE MEMBERS, REVIEW PROGRESS MADE TOWARD MEETING INDIVIDUAL GOALS AND THOSE OF THE FOUNDATION, OUTLINE OPPORTUNITIES FOR ADVANCEMENT, AND SET GOALS AND A WORK PLAN FOR THE NEXT YEAR. AFTER THE MEETING, THE CHAIR AND IMMEDIATE PAST CHAIR CONFER TO FINALIZE THE APPRAISAL PROCESS AND PREPARE A RECOMMENDATION FOR ANNUAL COMPENSATION. THE MOST RECENT COUNCIL ON FOUNDATIONS SALARY SURVEY IS CONSULTED AS WELL AS ASSESSING ON A LOCAL LEVEL COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. RESULTS AND RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND SUBSEQUENT APPROVAL OR MODIFICATION. THE EXECUTIVE COMMITTEE MEETS BOTH INDEPENDENTLY AND WITH THE PRESIDENT IN CONDUCTING ITS DELIBERATIONS AND DECISION-MAKING.
FORM 990, PAGE 6, PART VI, LINE 18 BOTH THE IRS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE FOUNDATION WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FUNDHOLDERS ARE NOTIFIED VIA THE FOUNDATION'S DONOR PORTAL WHEN THE FINANCIAL STATEMENTS ARE AVAILABLE. THE 990-T AND CONFLICT-OF- INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PAGE 6, PART VI, LINE 19 EAST TENNESSEE FOUNDATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9 FUNDRAISING EVENTS DIRECT EXPENSES 409,769 REVENUE OF SUPPORTING FOUNDATIONS REPORTED SEPARATELY 36,570,535 CURRENT YEAR EFFECT OF FASB ASC 958-605 1,684,600 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -225,451 EXPENSES OF SUPPORTING FOUNDATIONS REPORTED SEPARATELY -4,456,094 FUNDRAISING EVENTS DIRECT EXPENSES -409,769 CURRENT YEAR EFFECT OF FASB ASC 958-605 1,244,515 TOTAL 34,818,105
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
EAST TENNESSEE FOUNDATION
 
Employer identification number

62-0807696
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1)  
520 W SUMMIT HILL DR SUITE 1101
KNOXVILLE,TN37902
26-6707947 		  TN   159,258 N/A










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)EAST TENNESSEE SUPPORTING FOUNDATIO
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
62-1586446 		CHARITABLE TN 501C3 12A N/A
 
No
(2)CHAPMAN FAMILY FOUNDATION
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
62-6351709 		CHARITABLE TN 501C3 12A N/A
 
No
(3)CLAYTON FOUNDATION
520 W SUMMIT HILL DR SUITE 801

KNOXVILLE,TN37902
20-0753128 		CHARITABLE TN 501C3 12A N/A
 
No
(4)CORNERSTONE FOUNDATION OF KNOXVILLE
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
62-1666220 		CHARITABLE TN 501C3 12A N/A
 
No
(5)4MS LLC
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
   TN     N/A
 
No
(6)EDUCATION CONSUMERS FOUNDATION
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
20-3859268 		CHARITABLE TN 501C3 12A N/A
 
No
(7)KNOXVILLE JEWISH COMMUNITY FUNDS
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
62-1803826 		CHARITABLE TN 501C3 12A N/A
 
No
(8)TED AND DRAMA RUSSELL FAMILY FOUNDA
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
47-2695560 		CHARITABLE TN 501C3 12A N/A
 
No
(9)TRINITY HEALTH FOUNDATION OF EAST
520 W SUMMIT HILL DR SUITE 1101

KNOXVILLE,TN37902
45-3263428 		CHARITABLE TN 501C3 12A N/A
 
No
(10)WOMENS FUND OF EAST TENNESSEE
625 MARKET STREET SUITE 1300

KNOXVILLE,TN37902
47-4871564 		CHARITABLE TN 501C3 12A N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) CORNERSTONE FOUNDATION

 C 1,247,792 CASH
(2) WOMEN'S FUND OF EAST TENNESSEE

 B 125,443 CASH




Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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