Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HASLAM FAMILY FOUNDATION INC
C/O STEINER & ELLIS PLLC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 10146
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, TN37939
A Employer identification number

62-1692007
B Telephone number (see instructions)

(865) 212-3800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,279,775
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,584 10,584  
4 Dividends and interest from securities... 468,894 468,852  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 974,168
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 974,168
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -14,299 281  
12 Total. Add lines 1 through 11........ 1,439,347 1,453,885  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 48,000 48,000   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,240 21,240   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 216,689 169,875   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 285,929 239,115   20
25 Contributions, gifts, grants paid....... 23,375,397 23,371,586
26 Total expenses and disbursements. Add lines 24 and 25 23,661,326 239,115   23,371,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,221,979
b Net investment income (if negative, enter -0-) 1,214,770
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,015,869 3,298,775 3,298,775
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,431,541 Click to see attachment17,926,656 19,981,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,447,410 21,225,431 23,279,775
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 43,447,410 21,225,431
29 Total net assets or fund balances (see instructions)..... 43,447,410 21,225,431
30 Total liabilities and net assets/fund balances (see instructions). 43,447,410 21,225,431
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
43,447,410
2
Enter amount from Part I, line 27a .....................
2
-22,221,979
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,225,431
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,225,431
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a FROM K-1 - HASLAM FOUNDATIONS PARTNERSHIP P    
b FROM K-1 - ALPHAKEYS MADISON DEARBORN P    
c FROM K-1 - ALPHAKEYS WP X ACCESS FUND P    
d FROM K-1 - NEXPHASE CAPITAL FUND III, LP P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a       973,907
b       -35,844
c       205,907
d       -169,802
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       973,907
b       -35,844
c       205,907
d       -169,802
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 974,168
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 16,885
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,885
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,885
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 54,319
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,319
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 37,434
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet37,434 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEINER ELLIS PLLC Telephone no.bullet (865) 212-3800

    Located atbullet8351 E WALKER SPRINGS LANE SUITE302KNOXVILLETN ZIP+4bullet37923
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES A HASLAM II DIRECTOR, PRESIDENT
    0.00
    0 0 0
    PO BOX 10146
    KNOXVILLE,TN379390146
    JAMES A HASLAM III DIRECTOR
    0.00
    0 0 0
    PO BOX 10146
    KNOXVILLE,TN379390146
    WILLIAM E HASLAM DIRECTOR
    0.00
    0 0 0
    PO BOX 10146
    KNOXVILLE,TN379390146
    NATALIE L HASLAM DIRECTOR, SECRETARY
    0.00
    0 0 0
    1640 LYONS BEND ROAD
    KNOXVILLE,TN37919
    ANN HASLAM BAILEY DIRECTOR, VICE PRESIDENT
    0.00
    0 0 0
    806 SCENIC DRIVE
    KNOXVILLE,TN37919
    J TODD ELLIS DIRECTOR, TREASURER
    0.00
    0 0 0
    PO BOX 52206
    KNOXVILLE,TN37950
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NO PROGRAM RELATED INVESTMENTS DURING THE CURRENT TAX YEAR. 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    35,398,376
    b
    Average of monthly cash balances.......................
    1b
    1,516,186
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,914,562
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    36,914,562
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    553,718
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,360,844
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,818,042
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,818,042
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,885
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,885
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,801,157
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,801,157
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,801,157
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    23,371,606
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    23,371,606
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    23,371,606
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,801,157
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,047,130
    b From 2016...... 5,534,969
    c From 2017...... 5,630,787
    d From 2018...... 8,610,116
    e From 2019...... 16,767,701
    fTotal of lines 3a through e........ 38,590,703
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 23,371,606
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 1,801,157
    e Remaining amount distributed out of corpus 21,570,449
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 60,161,152
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    2,047,130
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    58,114,022
    10 Analysis of line 9:
    a Excess from 2016.... 5,534,969
    b Excess from 2017.... 5,630,787
    c Excess from 2018.... 8,610,116
    d Excess from 2019.... 16,767,701
    e Excess from 2020.... 21,570,449
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES A HASLAM II
    JAMES A HASLAM III
    WILLIAM E HASLAM
    ANN HASLAM BAILEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TODD ELLIS
    PO BOX 52206
    KNOXVILLE,TN379502206
    (865) 212-3800
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING AMOUNT AND PURPOSE OF REQUEST, MOST RECENT AUDITED FINANCIAL STATEMENTS, COPY OF TAX EXEMPT RULING.
    cAny submission deadlines:
    MAY 31 AND NOVEMBER 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATIONS, PREFERENCE GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR BETTER NONPROFITS
    318 N GAY STREET SUITE 210
    KNOXVILLE,TN37917
    N/A 501(C)(3) 509(A)(1) TO CONNECT MEMBERS TO NONPROFIT PEERS, LEADERS, AND EXPERTS, AS WELL AS TO THE FOUNDATIONS, PHILANTHROPISTS, AGENCIES AND UNIVERSITY PARTNERS COMMITTED TO MAKING THE COMMUNITY STRONGER THROUGH BETTER NONPROFITS 250,000
    ARMY HISTORICAL FOUNDATION INC
    2425 WILSON BLVD
    ARLINGTON,VA22201
    N/A 501(C)(3) 509(A)(1) TO EDUCATE AMERICANS TO FULLY APPRECIATE THE SACRIFICES THAT GENERATIONS OF AMERICAN SOLDIERS HAVE MADE TO SAFEGUARD THE FREEDOMS OF THIS NATION. 40,000
    ARROWMONT SCHOOL OF ARTS AND CRAFTS
    556 PARKWAY
    GATLINBURG,TN37738
    N/A 501(C)(3) 509(A)(1) TO ENRICH LIVES THROUGH ART. 2,500
    BLOUNT COUNTY CHILDREN'S ADVOCACY CENTER
    212 CATES ST
    MARYVILLE,TN37801
    N/A 501(C)(3) 509(A)(1) TO PROVIDE A CHILD-FRIENDLY, HOME ENVIRONMENT IN A SAFE AND NATURAL SETTING WHILE CHILD ABUSE VICTIMS AND THEIR NON-OFFENDING FAMILY MEMBERS/GUARDIANS CAN RECEIVE COMPREHENSIVE AND COORDINATED SERVICES FROM THE AGENCIES COMPRISING THE BLOUNT COUNTY PROTECTIVE TEAM. 40,000
    BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL
    3414 HILLSBORO ROAD
    NASHVILLE,TN37215
    N/A 501(C)(3) 509(A)(1) TO FOSTER THE CHARACTER DEVELOPMENT, CITIZENSHIP TRAINING AND PHYSICAL FITNESS OF YOUNG PEOPLE THROUGH AN EMPHASIS ON OUTDOOR PROGRAM EXPERIENCES TO PREPARE THEM TO BE RESPONSIBLE. 10,000
    BOYS & GIRLS CLUB OF ELIZABETHTON
    104 HUDSON DRIVE
    ELIZABETHTON,TN37643
    N/A 501(C)(3) 509(A)(1) TO CONDUCT FOCUS GROUPS AND SURVEYS THAT WILL ULTIMATELY ALLOW US TO REWRITE THE MESSAGE BEING GIVEN TO WOMEN AND GIRLS IN OUR REGION. 12,500
    BOYS & GIRLS CLUB OF THE TENNESSEE VALLEY
    967 IRWIN STREET
    KNOXVILLE,TN37917
    N/A 501(C)(3) 509(A)(1) TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 522,500
    BREAKTHROUGH CORPORATION
    2125 TARA HILL DRIVE
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(1) TO PROVIDE A COMPREHENSIVE STRUCTURE OF SUPPORT FOR INDIVIDUALS DIAGNOSED WITH AUTISM AS WELL AS THEIR FAMILY MEMBERS. 15,000
    CENTRO HISPANO DE EAST TENNESSEE
    2455 SUTHERLAND AVE
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(1) EVERY LATINO ECONOMICALLY, CULTURALLY, AND EDUCATIONALLY THRIVING, 12,500
    CHANGE CENTER
    203 HARRIET TUBMAN STREET
    KNOXVILLE,TN37915
    N/A 501(C)(3) 509(A)(2) THE CHANGE CENTER WILL BE A SAFE, STRATEGICALLY LOCATED, CENTER-CITY PARTNERSHIP FACILITY THAT PROVIDES RELATIONAL, RECREATIONAL, LEADERSHIP DEVELOPMENT, AND JOBS INIATIVES FOR TEENS AND YOUNG ADULTS IN AN ATTRACTIVE FUN ENVIRONMENT 75,000
    CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART
    1200 FORREST PARK DRIVE
    NASHVILLE,TN37205
    N/A 501(C)(3) 509(A)(1) MAINTENANCE OF BOTANICAL GARDENS AND MUSEUM PROPERTIES. 5,000
    CHILDREN'S CENTER OF THE CUMBERLANDS
    PO BOX 4314 22510 ALBERTA ST
    ONEIDA,TN37841
    N/A 501(C)(3) 509(A)(1) TO PROVIDE A PLACE OF COMFORT AND SAFETY FOR CHILDREN WHO HAVE BEEN ABUSED, TO EQUIP CHILDREN AND PARENTS WITH TOOLS NECESSARY TO HEAL FROM DEVASTATING TRAUMA, AND TO PREVENT CHILD ABUSE IN OUR COMMUNITY. 12,500
    CHOATE ROSEMARY HALL
    333 CHRISTIAN STREET
    WALLINGFORD,CT06492
    N/A 501(C)(3) 509(A)(1) TO PROVIDE A QUALITY SECONDARY INDEPENDENT SCHOOL EDUCATION TO APPROXIMATELY 859 STUDENTS PER YEAR. 10,000
    CHURCH DYNAMICS INTERNATIONAL
    1740H DELL RANGE BLVD 324
    CHEYENNE,WY82009
    N/A 501(C)(3) 509(A)(1) SERVING AND EMPOWERING PASTORS AND CHURCH LEADERS TO EQUIP HEALTHY AND DYNAMIC REPRODUCTIVE CHURCHES GLOBALLY BY EVALUATING AND STRATEGIZING FOR SUCCESS. 2,000
    COMMUNITY COALITION AGAINST HUMAN TRAFFICKING
    2095 LAKESIDE CENTRE WAY STE 101
    KNOXVILLE,TN37922
    N/A 501(C)(3) 509(A)(1) TO DEVELOP A PARTNERSHIP BETWEEN THE COMMUNITY, SERVICE PROVIDERS, LAW ENFORCEMENT AND THE MEDIA TO COMBAT HUMAN TRAFFICKING THROUGH EDUCATION, COORDINATION, OUTREACH, SPECIALIZED SERVICES OR INTERVENTIONS FOR VICTIMS, AND TRAINING. 166,666
    COMMUNITY SCHOOL OF THE ARTS
    620 STATE STREET
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO PROVIDE AFFORDABLE QUALITY INSTRUCTION IN THE VISUAL AND PERFORMING ARTS TO CHILDREN OF VARIED SOCIO ECONOMIC BACKGROUNDS IN KNOX COUNTY AND THE SURROUNDING REGION. 5,000
    EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION INC
    2018 CLINCH AVENUE
    KNOXVILLE,TN37916
    N/A 501(C)(3) 509(A)(1) TO IMPROVE THE HEALTH OF CHILDREN. 220,000
    EAST TENNESSEE FOUNDATION
    520 W SUMMIT HILL DR SUITE 1101
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO BUILD CHARITABLE RESOURCES TO MAKE COMMUNITIES STRONGER AND LIVES BETTER THROUGH THOUGHTFUL GIVING. 12,000
    EAST TENNESSEE HISTORICAL SOCIETY INC
    PO BOX 1629
    KNOXVILLE,TN379011629
    N/A 501(C)(3) 509(A)(1) PRESERVES, INTERPRETS, AND PROMOTES THE HISTORY OF TENNESSEE, FOCUSING ON EAST TENNESSEE. 150,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921
    N/A 501(C)(3) 509(A)(1) TO RAISE UP A LARGE NUMBER OF URBAN YOUTH TO LOVE JESUS CHRIST AND BECOME EFFECTIVE LEADERS WHO HELP RENEW THEIR COMMUNITIES 1,250,000
    ENSWORTH SCHOOL
    7401 HIGHWAY 100
    NASHVILLE,TN37221
    N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROGRAMS AND PROPERTIES. 66,667
    ESSEX COUNTY COMMUNITY FOUNDATION
    175 ANDOVER STREET SUITE 101
    DANVERS,MA01923
    N/A 501(C)(3) 509(A)(1) TO HELP PROMOTE AND MAXIMIZE LOCAL PHILANTHROPIC GIVING AND STRENGTHEN THE NONPROFITS ORGANIZATIONS OF ESSEX COUNTY. 17,500
    FAMILY AND CHILDREN'S SERVICE
    1704 HEINMAN STREET
    KNOXVILLE,TN37208
    N/A 501(C)(3) 509(A)(1) TO CONNECT INDIVIDUALS AND FAMILIES TO HOPE, TO HEALING, AND TO ONE ANOTHER. 40,000
    FIELDS OF DREAMS INC
    PO BOX 869
    KNOXVILLE,TN379010869
    N/A PF IMPROVEMENTS TO THIRTEEN (13) FOOTBALL FIELDS OWNED AND/OR OPERATED BY KNOX COUNTY (TENNESSEE) BOARD OF EDUCATION (KCS) AND TO FIVE (5) RUNNING TRACKS OWNED AND/OR OPERATED BY KCS. AMONG OTHER ITEMS, IMPROVE THE QUALITY, SAFETY, AND ACCESSIBILITY OF ATHLETIC FACILITIES OF SUCH PUBLIC HIGH SCHOOLS WITHIN KCS AND WILL BE IN FURTHERANCE OF CHARITABLE AND EDUCATIONAL PURPOSES. 3,811
    FRIENDS OF TENNESSEE'S BABIES WITH SPECIAL NEEDS
    PO BOX 544
    ALCOA,TN377010544
    N/A 501(C)(3) 509(A)(1) TO ENHANCE THE POTENTIAL OF INFANTS AND YOUNG CHILDREN WITH DISABILITIES BY OFFERING SUPPORT TO THEIR FAMILIES AND THE EARLY INTERVENTION PROFESSIONALS WHO SERVE THEM. 10,000
    FRIENDS OF THE KNOX COUNTY PUBLIC LIBRARY
    500 W CHURCH AVE
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO FOSTER A LOVE OF LIBRARIES, BOOKS, AND READING IN THE KNOX COUNTY AREA THROUGH COMMUNITY OUTREACH, ADVOCACY, AND SUPPORT OF THE KNOX COUNTY PUBLIC LIBRARY SYSTEM AND STAFF. 15,000
    FROM K-1 - HASLAM FOUNDATION PARTNERSHIP
    5516 LONAS DRIVE SUITE 260
    KNOXVILLE,TN37909
    N/A N/A N/A 8
    FROM K-1 - NEXPHASE CAPITAL FUND III LP
    399 PARK AVE FLOOR 5
    NEW YORK,NY10022
    N/A N/A N/A 311
    GIRLS INCORPORATED OF TENNESSEE VALLEY
    PO BOX 7040
    OAK RIDGE,TN37831
    N/A 501(C)(3) 509(A)(1) INSPIRING GIRLS AGES 5-19 TO BECOME STRONG, SMART, AND BOLD. 12,500
    GREAT SCHOOLS PARTNERSHIP CHARITABLE TRUS
    912 S GAY ST L210
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO SERVE AS A CATALYST, THINK TANK, INCUBATOR, START-UP FUNDER, AND OPERATIONAL PARTNER FOR MAKING KNOX COUNTY SCHOOLS GLOBALLY COMPETITIVE. 87,500
    GREAT SMOKY MOUNTAIN HERITAGE CENTER INC
    PO BOX 268
    TOWNSEND,TN37882
    N/A 501(C)(3) 509(A)(1) TO PRESERVE, PROTECT, AND PROMOTE THE UNIQUE HISTORY AND RICH CULTURE OF THE EAST TENNESSEE MOUNTAIN COMMUNITIES THAT WERE INCORPORATED INTO THE GREAT SMOKY MOUNTAINS NATIONAL PARK. 20,000
    GREAT SMOKY MOUNTAIN INSTITUTE AT TREMONT
    9275 TREMONT ROAD
    TOWNSEND,TN37882
    N/A 501(C)(3) 509(A)(1) PROVIDES IN-DEPTH EXPERIENCES THROUGH EDUCATION PROGRAMS THAT CELEBRATE ECOLOGICAL AND CULTURAL DIVERSITY, FOSTER STEWARDSHIP, AND NURTURE APPRECIATION OF GREAT SMOKY MOUNTAINS NATIONAL PARK. 21,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    PO BOX 27478
    KNOXVILLE,TN37927
    N/A 501(C)(3) 509(A)(1) TO ELIMINATE SUBSTANDARD HOUSING AND HOMELESSNESS WORLDWIDE AND TO MAKING ADEQUATE, AFFORDABLE SHELTER A MATTER OF CONSCIENCE AND ACTION. 80,000
    HELEN ROSS MCNABB CENTER
    201 W SPRINGDALE AVENUE
    KNOXVILLE,TN37917
    N/A 501(C)(3) 509(A)(2) TO PROMOTE COMMUNITY HEALTH SERVICES (MENTAL HEALTH & SUBSTANCE ABUSE TREATMENT. 225,000
    HORATIO ALGER ASSOCIATION
    99 CANAL CENTER PLAZA STE 320
    ALEXANDRIA,VA22314
    N/A 501(C)(3) 509(A)(1) TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS. 150,000
    IJAMS NATURE CENTER INC
    2915 ISLAND HOME AVENUE
    KNOXVILLE,TN37920
    N/A 501(C)(3) 509(A)(1) TO INCREASE THE KNOWLEDGE OF, UNDERSTANDING OF, AND APPRECIATION FOR THE NATURAL WORLD BY PROVIDING EDUCATIONAL EXPERIENCES THROUGHOUT THE REGION. 20,000
    JDRF INTERNATIONAL
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
    N/A 501(C)(3) 509(A)(1) TO PROGRESSIVELY REMOVE THE IMPACT OF T1D FROM PEOPLE'S LIVES UNTIL WE ACHIEVE A WORLD WITHOUT T1D. 5,000
    JOY OF MUSIC YOUTH MUSIC SCHOOL CORPORATION
    1309 EUCLID AVENUE 1-A
    KNOXVILLE,TN37921
    N/A 501(C)(3) 509(A)(1) TO PROVIDE A QUALITY MUSIC EDUCATION PROGRAM FOR FINANCIALLY DISADVANTAGED, AT-RISK YOUTH. 10,000
    KNOX YOUTH SPORTS INC
    5908 LYONS VIEW PIKE
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(2) TO ORGANIZE AND OPERATE BASEBALL, SOFTBALL AND BASKETBALL LEAGUES FOR MORE THAN 2,000 CHILDREN AGES 4-12 EACH YEAR. 20,000
    KNOXVILLE MUSEUM OF ART
    ATTN JOYCE JONES 1050 WORLDS FAIR
    PARK DR
    KNOXVILLE,TN37916
    N/A 501(C)(3) 509(A)(2) COLLECTION, PRESERVATION, EDUCATION, AND EXHIBITION OF WORKS OF ART FOR THE BENEFIT OF THE GENERAL PUBLIC. 25,000
    KNOXVILLE SYMPHONY SOCIETY INC
    PO BOX 360
    KNOXVILLE,TN379010360
    N/A 501(C)(3) 509(A)(1) TO DEVELOP AND SUSTAIN A SYMPHONY ORCHESTRA OF THE HIGHEST ARTISTIC STANDARDS AND TO REACH EAST TENNESSEE AUDIENCES OF ALL AGES BY PROVIDING EXCELLENCE IN MUSICAL PERFORMANCE AND EDUCATION PROGRAMS. 300,000
    KNOXVILLE ZOOLOGICAL GARDENS INC
    PO BOX 6040
    KNOXVILLE,TN37914
    N/A 501(C)(3) 509(A)(2) TO CELEBRATE THE WONDERS OF THE NATURAL WORLD. THROUGH EDUCATION, CONSERVATION, EXHIBITION, RESEARCH AND RECREATION, THE ZOO WILL TELL THE STORIES OF THE ANIMALS, THE PLANTS AND THE PEOPLE WHO MAKE UP THE COMMUNITIES OF THE EARTH. 850,000
    KOINONIA FOUNDATION TENNESSEE
    244 N PETERS ROAD SUITE 211
    KNOXVILLE,TN37923
    N/A 501(C)(3) 509(A)(1) TO SERVE INDIVIDUAL WITH DISABILITIES IN MULTI FUNCTIONAL DOMAINS WITH UNIQUE, NEEDS-BASED PROGRAMS THAT ENRICH THEIR LIVES AND PROVIDE THE OPPORTUNITY TO ACHIEVE LIFE-LONG LEARNING. 10,000
    LIPSCOMB UNIVERSITY
    ONE UNIVERSITY PARK DR
    NASHVILLE,TN37204
    N/A 501(C)(3) 509(A)(1) TO ACT AS AN ACADEMIC INCUBATOR THAT LAUNCHES STUDENTS WHO ARE PREPARED TO LAUNCH CIVIC CHANGE. 50,000
    MARYVILLE COLLEGE
    502 E LAMAR ALEXANDER PARKWAY
    MARYVILLE,TN37804
    N/A 501(C)(3) 509(A)(1) TO MAINTAIN EDUCATIONAL INSTITUTION PROPERTIES. 100,000
    MOUNTAIN MISSION SCHOOL INC
    1760 EDGEWATER DRIVE
    GRUNDY,VA24614
    N/A 501(C)(3) 509(A)(1) PROVIDING A HOME, SCHOOL, AND CHURCH FOR CHILDREN WITH LEGITIMATE NEEDS. 75,000
    NANTUCKET COTTAGE HOSPITAL
    57 PROSPECT STREET
    NANTUCKET,MA02554
    N/A 501(C)(3) 509(A)(1) HEALTH CARE SERVICES. 40,000
    NASHVILLE SYMPHONY ASSOCIATION
    ONE SYMPHONY PLACE
    NASHVILLE,TN37201
    N/A 501(C)(3) 509(A)(1) TO INSPIRE, ENTERTAIN, AND EDUCATE THROUGH EXCELLENCE IN MUSICAL PERFORMANCE. 5,000
    PEABODY ESSEX MUSEUM INC
    161 ESSEX STREET
    SALEM,MA01970
    N/A 501(C)(3) 509(A)(1) TO CELEBRATE OUTSTANDING ARTISTIC AND CULTURAL CREATIVITY BY COLLECTING, STEWARDING AND INTERPRETING OBJECTS OF ART AND CULTURE IN WAYS THAT INCREASE KNOWLEDGE, ENRICH THE SPIRIT, AND ENGAGE THE MIND AND STIMULATE THE SENSES. 35,000
    PELLISSIPPI STATE COMMUNITY COLLEGE FOUNDATION
    10915 HARDIN VALLEY ROAD
    KNOXVILLE,TN379330990
    N/A 501(C)(3) 509(A)(1) TO BENEFIT THE NURSING PROGRAM FUND. 200,000
    RESTORATION HOUSE OF EAST TENNESSEE
    2205 VILLAGE PLACE WAY
    KNOXVILLE,TN37923
    N/A 501(C)(3) 509(A)(1) TO PROVIDE SUPPORTIVE TRANSITIONAL HOUSING AND MENTORSHIP IN A SAFE LEARNING ENVIRONMENT WHERE SINGLE MOTHERS AND THEIR CHILDREN HAVE AN OPPORTUNITY TO RESTORE LIFE'S FOUR KEY RELATIONSHIPS THROUGH A PERSONALIZED, GUIDED PLAN. 312,500
    ROOT NS INC
    SHETLAND PARK 35 CONGRESS ST SUITE
    2350
    SALEM,MA01970
    N/A 501(C)(3) 509(A)(2) TO PROVIDE YOUTH WITH A PATHWAY OUT OF THE ENTRENCHED CYCLE OF POVERTY THROUGH LIFE AND WORK READINESS SKILLS. 5,000
    SEQUOYAH ELEMENTARY FOUNDATION
    PO BOX 11709
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(1) TO FUND INITIATIVES AND INFRASTRUCTURES OF SEQUOYAH ELEMENTARY SCHOOL INCLUDING UPGRADING COMPUTERS, UPGRADING SCHOOL SECURITY, PROVIDING AFTER-SCHOOL ARTS AND LANGUAGE PROGRAMS AND IMPROVING THE PLAYGROUND, ALL TO ENHANCE THE CORE CURRICULUM OF THE SCHOOL. 2,000
    SERTOMA CENTER INC
    1400 E FIFTH AVENUE
    KNOXVILLE,TN37917
    N/A 501(C)(3) 509(A)(1) TO BRING LIFE AND ALL ITS RICHNESS TO THOSE WE SERVE. 250,000
    SOAR YOUTH MINISTRIES
    PO BOX 51611
    KNOXVILLE,TN37950
    N/A 501(C)(3) 509(A)(1) TO CONNECT CHILDREN WITH DEEP SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL NEEDS WITH CARING ADULTS WHO HAVE BEEN BLESSED WITH ABUNDANCE IN THOSE AREAS. 410,000
    SQUASHBUSTERS INC
    795 COLUMBUS AVENUE
    ROXBURY CROSSING,MA02120
    N/A 501(C)(3) 509(A)(1) TO CHALLENGE AND NURTURE URBAN YOUTH - AS STUDENTS, ATHLETES AND CITIZENS - SO THAT THEY RECOGNIZE AND FULFILL THEIR FULLEST POTENTIAL IN LIFE. 15,000
    ST GEORGE'S EPISCOPAL CHURCH
    4715 HARDING ROAD
    NASHVILLE,TN37205
    N/A 501(C)(3) 509(A)(1) TO RECEIVE, LIVE, AND SHARE THE ABUNDANT LIFE OF JESUS CHRIST. 42,500
    ST JOHN'S CATHEDRAL
    413 CUMBERLAND AVENUE
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO ENRICH SPIRITUAL LIVES AND THE LIVES OF OTHERS. 385,000
    SAINT JOHN'S CATHEDRAL
    413 CUMBERLAND AVENUE
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO ENRICH SPIRITUAL LIVES AND THE LIVES OF OTHERS. 60,000
    TENNESSEE FINANCIAL LITERACY COMMISSION
    TENNESSEE STATE CAPITOL 1ST FLOOR
    NASHVILLE,TN37243
    N/A 501(C)(3) 509(A)(1) TO EQUIP TENNESSEANS WITH THE TOOLS THEY NEED TO MAKE SOUND FINANCIAL DECISIONS WHEN IT COMES TO PLANNING, SAVING AND INVESTING. THE COMMISSION IS CURRENTLY FOCUSED ON REACHING TENNESSEANS AT A YOUNG AGE, TEACHING STUDENTS HOW TO SAVE FOR THEIR GOALS AND PLAN FOR A BETTER FUTURE. 25,000
    TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION
    1207 18TH AVENUE SOUTH 326
    NASHVILLE,TN37212
    N/A 501(C)(3) 509(A)(1) TO HELP TENNESSEE ACHIEVE ACADEMIC SUCCESS FOR ALL STUDENTS. 530,000
    TENNESSEE STATE MUSEUM FOUNDATION
    505 DEADERICK STREET
    NASHVILLE,TN37243
    N/A 501(C)(3) 509(A)(1) TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE TENNESSEE STATE MUSEUM. 750,000
    THE CANCER SUPPORT COMMUNITY EAST TENNESSEE
    2230 SUTHERLAND AVENUE
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(1) TO ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. 20,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION
    600 HENLEY ST STE 100 KNOXVILLE
    KNOXVILLE,TN37996
    N/A 501(C)(3) 509(A)(1) TO ENRICH THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. 13,538,500
    TNACHIEVES
    10427 PETSAFE WAY
    KNOXVILLE,TN37932
    N/A 501(C)(3) 509(A)(1) TO INCREASE HIGHER EDUCATION OPPORTUNITIES FOR TENNESSEE STUDENTS BY PROVIDING LAST DOLLAR SCHOLARSHIPS WITH MENTOR GUIDANCE. 75,000
    US FUND FOR UNICEF
    125 MAIDEN LANE NEW
    NEW YORK,NY10038
    N/A 501(C)(3) 509(A)(1) TO HELP CHILDREN IN POSTWAR EUROPE, CHINA, AND THE MIDDLE EAST. 25,000
    UNITED WAY OF GREATER KNOXVILLE INC
    1301 HANNAH DRIVE
    KNOXVILLE,TN37921
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 275,000
    UNIVERSITY HEALTH SYSTEM INC
    1520 CHEROKEE TRL STE 200
    KNOXVILLE,TN37920
    N/A 501(C)(3) 509(A)(1) TO HELP PROVIDE SPIRITUAL SUPPORT THROUGH THE DOEBLER PASTORAL CARE ENDOWMENT. 55,000
    UNIVERSITY OF CHATTANOOGA FOUNDATION
    605 OAK STREET DEPT 6806
    CHATTANOOGA,TN37403
    N/A 501(C)(3) 509(A)(1) UT ATHLETICS TRANING FACILITY 33,334
    VAIL MOUNTAIN SCHOOL
    3000 BOOTH FALLS ROAD
    VAIL,CO81657
    N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 25,000
    WEBB SCHOOL OF KNOXVILLE
    9800 WEBB SCHOOL DRIVE
    KNOXVILLE,TN379233399
    N/A 501(C)(3) 509(A)(1) MAINTENANCE OF EDUCATIONAL INSTITUTION PROPERTIES. 115,000
    YMCA OF EAST TN
    616 JESSAMINE ST
    KNOXVILLE,TN37917
    N/A 501(C)(3) 509(A)(2) TO EMPOWER YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL. 625,000
    YOKE YOUTH MINISTRIES
    PO BOX 3492
    KNOXVILLE,TN37927
    N/A 501(C)(3) 509(A)(1) TO MENTOR MIDDLE SCHOOL STUDENTS THROUGH AFTER SCHOOL CLUBS, WEEKEND AND SUMMER CAMPS, AND SOCIAL ACTIVITIES DESIGNED TO MEET THE RELATIONAL AND SPIRITUAL NEEDS OF ADOLESCENTS. 8,000
    YWCA
    420 WEST CLINCH AVENUE
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) TO ELIMINATE RACISIM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL. 12,500
    ALZHEIMER'S TENNESSEE INC
    5801 KINGSTON PIKE
    KNOXVILLE,TN37919
    N/A 501(C)(3) 509(A)(1) TO PREVENT, TREAT, AND CURE ALZHEIMER'S DISEASE AND THE RELATED DEMENTIAS. 10,000
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DR
    FRANKLIN,TN37067
    N/A 501(C)(3) 509(A)(1) TO UNITE GOVERNMENT, FAITH-BASED, BUSINESS, AND CREATIVE COMMUNITIES TO END THE FOSTER CARE AND ADOPTION CRISIS. 12,500
    WEST HIGH SCHOOL ATHLETIC COUNCIL INC
    PO BOX 10344
    KNOXVILLE,TN37939
    N/A 501(C)(3) 509(A)(1) FOR THE CAPITAL CAMPAIGN. 125,000
    WILLIAMS CREEK YOUTH FOUNDATION
    2351 DANDRIDGE AVE
    KNOXVILLE,TN37915
    N/A 501(C)(3) 509(A)(1) FOR THE FIRST TEE OF GREATER KNOXVILLE'S CAPITAL GIVING CAMPAIGN. 50,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303
    N/A 501(C)(3) 509(A)(1) TO PROVIDE PATIENT PROGRAMS AND SERVICES, EMOTIONAL SUPPORT, AND TRUSTED INFORMATION FOR THOSE FACING A CANCER DIAGNOSIS AND THEIR FAMILIES. 10,000
    DIOCESE OF EAST TENNESSEE
    814 EPISCOPAL SCHOOL WAY
    KNOXVILLE,TN37932
    N/A 501(C)(3) 509(A)(1) FOR THE HASLAM SEMINARIAN SCHOLARSHIP FUND. 85,000
    KEEP KNOXVILLE BEAUTIFUL
    PO BOX 385
    KNOXVILLE,TN37901
    N/A 501(C)(3) 509(A)(1) TO HELP MAKE KNOXVILLE CLEANER, GREENER, AND MORE BEAUTIFUL. 1,500
    KNOXVILLE ROTARY CLUB STUDENT LOAN FUND
    501 MAIN AVENUE NO 166
    KNOXVILLE,TN37901
    N/A 501(C)(3) 509(A)(2) A NIGHT WITH ROMEO & JULIET SPONSORSHIP 5,000
    LEADERSHIP KNOXVILLE INC
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902
    N/A 501(C)(3) 509(A)(1) 2020 TUITION SCHOLARSHIP FOR JOHN (JACK) NEELY 3,400
    LINCOLN MEMORIAL UNIVERSITY
    6985 CUMBERLAND GAP PKWY
    HARROGATE,TN37752
    N/A 501(C)(3) 509(A)(1) FOR THE JOHN MEACHAM EVENT. 10,000
    SECOND HARVEST FOOD BANK OF EAST TENNESSEE
    922 DELAWARE AVENUE
    KNOXVILLE,TN37921
    N/A 501(C)(3) 509(A)(1) TO HELP ELIMINATE HUNGER BY PROVIDING FOOD, EDUCATION AND SERVICES IN 18 EAST TENNESSEE COUNTY SERVICE AREAS. 25,000
    THE SALVATION ARMY
    PO BOX 669
    KNOXVILLE,TN37901
    N/A 501(C)(3) 509(A)(1) TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. 25,000
    UNITED WAY OF ANDERSON COUNTY INC
    PO BOX 4158
    OAK RIDGE,TN37831
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10,000
    UNITED WAY OF BLOUNT COUNTY
    1615 E BROADWAY AVE
    MARYVILLE,TN37804
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 11,200
    UNITED WAY OF BRISTOL TENN VA INC
    315 8TH ST
    BRISTOL,TN37620
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10,000
    UNITED WAY OF CHATTANOOGA
    630 MARKET STREET
    CHATTANOOGA,TN37402
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10,000
    UNITED WAY OF HAMBLEN COUNTY
    PO BOX 1794
    MORRISTOWN,TN37816
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10,000
    UNITED WAY OF SEVIER COUNTY
    140 COURT AVE STE 1
    SEVIERVILLE,TN37862
    N/A 501(C)(3) 509(A)(1) TO BRING VOLUNTEERS AND COMPANIES TOGETHER IN ORDER TO IMPROVE PEOPLE'S LIVES. 10,000
    CAMPBELL COUNTY HIGH SCHOOL
    150 COUGAR LANE
    JACKSBORO,TN37757
    N/A 501(C)(3) 509(A)(1) FIELD TURF. 50,000
    Total .................................bullet 3a 23,375,397
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 10,584  
    4 Dividends and interest from securities....     18 468,894  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 523000 281 14    
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000   18 974,168  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME
      -14,580 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -14,299 1,453,646 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,439,347
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 48,000 48,000   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FIELDS OF DREAMS INC
     
    PO BOX 869
    KNOXVILLE,TN379010869
    2020-05-26 3,811 FINAL EXPENSES FOR IMPROVEMENTS TO THIRTEEN (13) FOOTBALL FIELDS OWNED AND/OR OPERATED BY KNOX COUNTY (TENNESSEE) BOARD OF EDUCATION (KCS) AND TO FIVE (5) RUNNING TRACKS OWNED AND/OR OPERATED BY KCS. AMONG OTHER ITEMS, IMPROVE THE QUALITY, SAFETY, AND ACCESSIBILITY OF ATHLETIC FACILITIES OF SUCH PUBLIC HIGH SCHOOLS WITHIN KCS AND WILL BE IN FURTHERANCE OF CHARITABLE AND EDUCATIONAL PURPOSES. 3,811 NONE MONTHLY 2021-01-01 REPORTS AND SUPPORTING DOCUMENTS REFLECT FUNDS EXPENDED IN ACCORDANCE WITH INTENDED PURPOSE INCLUDING FINAL EXPENSES OF NON-PROFIT.

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    UBS MADISON DEARBORN FUND, LLC FMV 63,080 23,897
    HASLAM FOUNDATIONS PARTNERSHIP FMV 16,841,109 17,984,696
    NEXPHASE CAPITAL FUND III, LP FMV 873,120 1,825,401
    UBS WP X ACCESS FUND, LLC FMV 149,347 147,006

    TY 2020 OtherExpensesSchedule
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 20 0   20
    INVESTMENT EXPENSES 169,762 169,762   0
    INSURANCE 46,405 0   0
    NONDEDUCTIBLE EXPENSES 389 0   0
    SECTION 59(E)(2) EXPENDITURES 113 113   0


    TY 2020 OtherIncomeSchedule2
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 281 281 281
    OTHER INVESTMENT INCOME -14,580 0 -14,580


    TY 2020 TaxesSchedule
    Name:
    HASLAM FAMILY FOUNDATION INC
     
    C/O STEINER & ELLIS PLLC
    EIN:
    62-1692007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 1,812 1,812   0
    STATE & LOCAL 19,428 19,428   0