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
STOWERS MACHINERY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 14803
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, TN37914
A Employer identification number

82-5114045
B Telephone number (see instructions)

(865) 250-4119
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$306,607J 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) 1,359,286
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 456,385
b Gross sales price for all assets on line 6a 1,353,298
7 Capital gain net income (from Part IV, line 2)... 456,385
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).......      
12 Total. Add lines 1 through 11........ 1,815,671 456,385 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,000 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 12,900 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,287 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 492 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,679 0 0 0
25 Contributions, gifts, grants paid....... 1,250,316 1,250,316
26 Total expenses and disbursements. Add lines 24 and 25 1,292,995 0 0 1,250,316
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 522,676
b Net investment income (if negative, enter -0-) 456,385
c Adjusted net income (if negative, enter -0-)... 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............. 246,303 306,607 306,607
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)..........      
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) 246,303 306,607 306,607
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 246,303 306,607
29 Total net assets or fund balances (see instructions)..... 246,303 306,607
30 Total liabilities and net assets/fund balances (see instructions). 246,303 306,607
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
246,303
2
Enter amount from Part I, line 27a .....................
2
522,676
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
768,979
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
462,372
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
306,607
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 VANGUARD UTILITIES EFT (VPU) D 2020-03-17 2020-03-19
b VANGUARD TOTAL STOCK MKT (VTI) D 2020-03-17 2020-03-19
c VANGUARD REAL ESTATE (VNQ) D 2020-03-17 2020-03-19
d VANGUARD MID CAP ETF (VO) D 2020-07-06 2020-07-08
e SCHWAB US SMALL CAP ETF (SCHA) D 2020-07-06 2020-07-08
ALERIAN MLP ETF (AMLP) D 2020-07-06 2020-07-08
VANGUARD MID CAP ETF (VO) D 2020-09-16 2020-09-21
ISHARES CORE S&P 500 (IVV) D 2020-09-16 2020-09-21
VANGUARD EMERGING MARKETS ETF (VWO) D 2020-12-23 2020-12-30
(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 32,554   18,972 13,582
b 166,422   137,983 28,439
c 4,587   2,515 2,072
d 15,194   10,114 5,080
e 266,523   176,978 89,545
70,208   47,781 22,427
347,336   219,504 127,832
149,097   98,638 50,459
301,377   184,428 116,949
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       13,582
b       28,439
c       2,072
d       5,080
e       89,545
      22,427
      127,832
      50,459
      116,949
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 2 456,385
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 6,344
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 6,344
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 6,344
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,600
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 11,600
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 5,256
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,256 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletIVELISSE RIVERA Telephone no.bullet (865) 595-1080

    Located atbulletPO BOX 14803KNOXVILLETN ZIP+4bullet37914
    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
    Yes
     
    ........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).
    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
    HARRY W STOWERS JR PRESIDENT
    2.00     		0 0 0
    8733 INLET DRIVE
    KNOXVILLE,TN37922
    ELIZABETH SHALLOW STOWERS SECRETARY
    0.25     		0 0 0
    8733 INLET DRIVE
    KNOXVILLE,TN37922
    LISA STOWERS ROTTMANN BOARD MEMBER
    0.50     		0 0 0
    7347 BELLINGHAM DRIVE
    KNOXVILLE,TN37919
    RACHEL STOWERS KINNEY BOARD MEMBER
    0.25     		0 0 0
    8704 INLET DRIVE
    KNOXVILLE,TN37922
    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 NOT APPLICABLE 0
    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  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    232,687
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    232,687
    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
    232,687
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,490
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    229,197
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    11,460
    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
    11,460
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,344
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,344
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,116
    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
    5,116
    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
    1,250,316
    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
    1,250,316
    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
    1,250,316
    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 5,116
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 698,984
    e From 2019...... 750,712
    fTotal of lines 3a through e........ 1,449,696
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,250,316
    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..... 5,116
    e Remaining amount distributed out of corpus 1,245,200
    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 2,694,896
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,694,896
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 698,984
    d Excess from 2019.... 750,712
    e Excess from 2020.... 1,245,200
    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).)
    HARRY W STOWERS JR
    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:
    HARRY W STOWERS JR
    PO BOX 14803
    KNOXVILLE,TN37914
    (865) 250-4119
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    CARPENTERS ELEMENTARY SCHOOL
    915 HUFFSTETLER RD
    MARYVILLE,TN37803     		  PUBLIC CHARITY RELATED ARTS 1,000
    EAST TN HISTORICAL SOCIETY
    PO BOX 1629
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2019 & 2020 MULTI-YEAR PLEDGE PORTION FOR 1834 SOCIETY 10,000
    CATHOLIC CHARITIES OF EAST TENNESSEE
    119 DAMERON AVENUE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY REMAINING BALANCE SAMARITAN PLACE ROOM EXPANSION PLEDGE 15,000
    ROTARY FOUNDATION OF KNOXVILLE
    PO BOX 166
    KNOXVILLE,TN37901     		  PUBLIC CHARITY SPONSORSHIP FOR A NIGHT WITH ROMEO & JULIET 1,500
    ROTARY FOUNDATION OF KNOXVILLE
    PO BOX 166
    KNOXVILLE,TN37901     		  PUBLIC CHARITY POLIO CONCERT SPONSORSHIP 5,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY CLASS SPONSOR-FEBRUARY 4, 2020 2,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY CLASS SPONSOR- SEPT 17, 2019 2,000
    SUSAN G KOMEN EAST TENNESSEE
    318 NANCY LYNN LANE 13
    KNOXVILLE,TN37919     		  PUBLIC CHARITY INVOICE C7689601 619
    SUSAN G KOMEN EAST TENNESSEE
    318 NANCY LYNN LANE 13
    KNOXVILLE,TN37919     		  PUBLIC CHARITY SHOOT FOR A CURE-GREG SIMPSON AND TONY PARKERSON 900
    THE CHANGE CENTER
    203 HARRIET TUBMAN STREET
    KNOXVILLE,TN37915     		  PUBLIC CHARITY 2019 PLEDGE PORTION 5,000
    THE CHANGE CENTER
    203 HARRIET TUBMAN STREET
    KNOXVILLE,TN37915     		  PUBLIC CHARITY 2018 PLEDGE PAYMENT 5,000
    BIG BROTHERS BIG SISTERS OF EAST TN
    318 N GAY ST
    KNOXVILLE,TN37924     		  PUBLIC CHARITY 2020 BOWLATHON, 50TH ANNIVERSARY 5,000
    YOUNG LIFE LAKEWAY
    PO BOX 40
    JEFFERSON CITY,TN37760     		  PUBLIC CHARITY LANCE WILD DONATION 1,000
    CATHOLIC CHARITIES OF EAST TENNESSEE
    119 DAMERON AVENUE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY DINNER 5,000
    AMERICAN PUBLIC WORKS ASSOCIATION-TCAPWA
    PO BOX 1350
    PIGEON FORGE,TN37868     		  PUBLIC CHARITY MEETING SPONSOR 500
    S GEORGIA TECHNICAL COLLEGE FOUNDATION
    PO BOX 6102
    AMERICUS,GA31709     		  PUBLIC CHARITY IN MEMORY OF RICK DAVIS 500
    EASTERN CONGO INITIATIVE
    615 FIRST AVENUE NE SUITE 500
    MINNEAPOLIS,MN55413     		  PUBLIC CHARITY 2020 MULTI-YEAR PLEDGE FOR ASILI 6,000
    UNION COUNTY HIGH SCHOOL
    150 MAIN ST
    MAYNARDVILLE,TN37807     		  PUBLIC CHARITY BLAKELY HALL 100
    KNOXVILLE HABITAT FOR HUMANITY
    PO BOX 27478
    KNOXVILLE,TN37927     		  PUBLIC CHARITY CEO BUILD 2020 5,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC200777315     		  PUBLIC CHARITY 2020 HERITAGE DONATION 500
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY BENEFACTORS-$30,000 CHESHIRE-$2500 COUNTERMARCH-$10,000 SE;SEVER-$2,500 EAGLE GATHERING-$1,5... 47,700
    ALLIANCE FOR BETTER NONPROFITS
    318 N GAY STREET SUITE 203
    KNOXVILLE,TN37917     		  PUBLIC CHARITY ANNUAL OPERATING FUNDS-PLEDGE FOR 3 YRS BEGINNING IN 2020 10,000
    JUNIOR ACHIEVEMENT OF EAST TN INC
    2135 NORTH CHARLES G SEVIERS BLVD
    CLINTON,TN37716     		  PUBLIC CHARITY 2020 EAST TN HALL OF FAME 5,000
    YOKE
    PO BOX 3492
    KNOXVILLE,TN37927     		  PUBLIC CHARITY SPONSOR A CABIN OF YOKE KIDS 500
    THE LORD'S CHILD
    8729 CHAPMAN HIGHWAY
    KNOXVILLE,TN37920     		  PUBLIC CHARITY BRONZE LEVEL 500
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY JEFFERSON CHAPMAN ENDOWMENT MULTI-YEAR PLEDGE FOR 2019 5,000
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DR
    FRANKLIN,TN37067     		  PUBLIC CHARITY 2020 DONATION 25,000
    UT MEDICAL CTR
    2121 MEDICAL CENTER WAY STE 110
    KNOXVILLE,TN37920     		  PUBLIC CHARITY BO MATHERLY MEMORIAL GIFT FUND 1,000
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY INV R9669901-GENIE LIFT 6,861
    THE CHANGE CENTER
    203 HARRIET TUBMAN STREET
    KNOXVILLE,TN37915     		  PUBLIC CHARITY 2020 PAYMENT 5,000
    EMERALD CHARTER SCHOOLS
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY EMERALD ACADEMY 15,000
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY GIFT OF HOPE LUNCHEON 10,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 DONATION 10,000
    LADIES OF CHARITY
    120 W BAXTER AVENUE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY PUTTING GREEN SPONSOR 500
    COLONIAL HEIGHTS REBELS
    449 OAKMONT DR
    KINGSPORT,TN37663     		  PUBLIC CHARITY LARGE BANNER AD-9U 250
    PAT SUMMITT FOUNDATION
    520 W SUMMITT HILL DRIVE SUITE 1101
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SALUTE FOR A CURE-VALET SPONSOR 2,000
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY SILVER SPONSOR 2,500
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 COVID RELIEF 20,000
    BRIDGE REFUGEE SERVICES INC
    4420 WHITTLE SPRINGS RD
    KNOXVILLE,TN37197     		  PUBLIC CHARITY CORPORATE SPONSORSHIP 10,000
    ARMY HISTORICAL FOUNDATION INC
    1775 LIBERY DR STE 400
    FORT BELOVOIR,VA22060     		  PUBLIC CHARITY MUSEUM PAYMENT 4 OF 5 5,000
    THE AMERICAN RED CROSS OF E TN
    6921 MIDDLEBROOK PIKE
    KNOXVILLE,TN37909     		  PUBLIC CHARITY DONATION 5,000
    KEEP SEVIER BEAUTIFUL
    PO BOX 6088
    SEVIERVILLE,TN37864     		  PUBLIC CHARITY 2019 WEARS VALLEY FALL FEST SPONSOR 1,000
    THE EPISCOPAL SCHOOL OF KNOXVILLE
    950 EPISCOPAL SCHOOL WAY
    KNOXVILLE,TN37932     		  PUBLIC CHARITY 2019 ANNUAL FUND, SCHOLARSHIP, GALA 15,000
    EAST TENN CHILDRENS HOSPITAL
    PO BOX 15010
    KNOXVILLE,TN37901     		  PUBLIC CHARITY COVID RELIEF FOR 2020 IN REPLACEMENT OF BUTTERFLY DASH 15,000
    JUNIOR ACHIEVEMENT OF EAST TN INC
    2135 NORTH CHARLES G SEVIERS BLVD
    CLINTON,TN37716     		  PUBLIC CHARITY 2020 SCHOOL SPONSOR-$500; 2020 STOCK MARKET CHALLENGE-$500; JA BIZTOWN STOWERS CAT SHOP 15,000
    PELLISSIPPI STATE FOUNDATION
    10915 HARDIN VALLEY RD PO BOX 22990
    KNOXVILLE,TN379330990     		  PUBLIC CHARITY BILL HASLAM CENTER FOR MATH AND SCIENCE PLEDGE 2019 20,000
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY RUSSELL BIVEN SUMMER CLAYFEST TOURNEY 650
    ZOO KNOXVILLE
    3500 KNOXVILLE ZOO DR
    KNOXVILLE,TN37914     		  PUBLIC CHARITY 2020 TOUCH A TRUCK 2,500
    ZOO KNOXVILLE
    3500 KNOXVILLE ZOO DR
    KNOXVILLE,TN37914     		  PUBLIC CHARITY 2020 ZOOFARI 6,000
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY REMAINDER BALANCE FOR DREAM GALA 1,000
    FRIENDS OF THE KNOX COUNTY PUBLIC LIBRARY
    500 W CHURCH AVENUE
    KNOXVILLE,TN37902     		  PUBLIC CHARITY READ CITY USA AMBASSADOR GRANT DONATION 505
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY 2019-2020 MILLION DOLLAR QUARTET 5,000
    KNOX COUNTY GOVERNMENT
    ROOM 615 CITY COUNTY BLDG
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SCHOOL MANIA SPONSORSHIP 500
    AIR FORCE ACADEMY FOUNDATION (USAFA)
    3116 ACADEMY DRIVE SUITE 200
    USAFA,CO808404475     		  PUBLIC CHARITY AIR FORCE ACADEMY FUND 2,500
    AIR FORCE ACADEMY FOUNDATION (USAFA)
    3116 ACADEMY DRIVE SUITE 200
    USAFA,CO808404475     		  PUBLIC CHARITY CLASS OF '76 40TH REUNION 20,000
    FRIENDS OF TN BABIES W SPECIAL NEEDS
    PO BOX 544
    ALCOA TN,TN377010554     		  PUBLIC CHARITY JAZZ BABY 2,500
    SURVIVOR FITNESS FOUNDATION
    PO BOX 41434
    NASHVILLE,TN37204     		  PUBLIC CHARITY SURVIVOR SOIREE FALL 2020-VISION PARTNER 5,000
    TCSC FOUNDATION
    280 FORT SANDERS WEST BLVD SUITE
    202
    KNOXVILLE,TN37922     		  PUBLIC CHARITY RACE AGAINST CANCER-PACE SETTER PLUS ADDITIONAL 1,000
    SENIOR CITIZEN HOME ASSISTANCE SERVICE
    PO BOX 3025
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 50TH ANNIVERSARY DRIVE THRU EVENT 2,500
    HOPE RESOURCE CENTER
    2700 PAINTER AVE
    KNOXVILLE,TN37919     		  PUBLIC CHARITY THE HOPE CHALLENGE-PUTTING GREEN SPONSOR 1,000
    METHODIST MEDICAL CENTER FOUNDATION
    990 OAK RIDGE TURNPIKE
    OAK RIDGE,TN37830     		  PUBLIC CHARITY ACORN CLASSIC-SILVER SPONSOR 1,300
    THE LEUKEMIA & LYMPHOMA SOCIETY
    2250 SUTHERLAND AVENUE SUITE 201
    KNOXVILLE,TN37919     		  PUBLIC CHARITY LIGHT THE NIGHT VIRTUAL EXEC LAUNCH 2,500
    FORT SANDERS FOUNDATION COVENANT HEALTH
    280 FORT SANDERS WEST BLVD STE 100
    KNOXVILLE,TN37922     		  PUBLIC CHARITY PATRICIA NEAL GOLF CLASSIC-FLIGHT SPONSOR 1,500
    SEEED INC
    1617 DANDRIDGE AVE
    KNOXVILLE,TN37915     		  PUBLIC CHARITY INNER CITY WORKFORCE DEVELOPMENT PROGRAM 10,000
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY CHEHOTE WHITNEY YOUNG 8,000
    AMERICAN HEART ASSOCIATION
    4708 PAPERMILL DRIVE
    KNOXVILLE,TN37909     		  PUBLIC CHARITY A BREAKFAST CHAT WITH PHILLIP FULMER 2,500
    GIRL SCOUTS OF THE SOUTHERN APPALACHIANS
    1567 DOWNTOWN WEST BLVD
    KNOXVILLE,TN37919     		  PUBLIC CHARITY TREFOIL SOCIETY LUNCHEON 2,500
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY GREATER KNOX SPORTS HALL OF FAME-HALF YR SCHOLARSHIP 1,500
    FELLOWSHIP OF CHRISTIAN ATHLETES
    502 S GAY ST 401 FIDELITY BLDG
    KNOXVILLE,TN37902     		  PUBLIC CHARITY FLAG SPONSOR-CHICKFIL-A KNOXVILLE 500
    THE EPISCOPAL SCHOOL OF KNOXVILLE
    950 EPISCOPAL SCHOOL WAY
    KNOXVILLE,TN37932     		  PUBLIC CHARITY 16TH ANNUAL SAINTS' GALA 1,000
    SUSAN G KOMEN EAST TENNESSEE
    318 NANCY LYNN LANE 13
    KNOXVILLE,TN37919     		  PUBLIC CHARITY 2020 SHOOT FOR A CURE-TEAM OF 4 PLUS GOLF CART 450
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY DINING HALL 150,000
    ZOO KNOXVILLE
    3500 KNOXVILLE ZOO DR
    KNOXVILLE,TN37914     		  PUBLIC CHARITY DREAM WILDER INSTALLMENT 2/3 83,333
    YMCA OF EAST TN
    616 JESSAMINE STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2017 CAPITAL CAMPAIGN-PLEDGE 3 OF 5 20,000
    HISTORIC TENNESSEE THEATRE FOUNDATION
    604 SOUTH GAY ST
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 612 CAMPAIGN 20,000
    ALZHEIMERS TN
    5801 KINGSTON PIKE
    KNOXVILLE,TN37919     		  PUBLIC CHARITY 2020 ALZHEIMERS WALK 2,500
    CURE FINDERS
    3001 ALCOA HWY
    KNOXVILLE,TN37920     		  PUBLIC CHARITY 2020 DONATION IN PLACE OF THE SHOOT 4,360
    KNOXVILLE HABITAT FOR HUMANITY
    PO BOX 27478
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2020 WOMEN'S BUILD 250
    KNOX EDUCATION FOUNDATION
    912 S GAY STREEET SUITE L-210
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2020 DONATION 10,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2020 INTRO TO KNOX SPONSOR 6,000
    RANDOM ACT OF FLOWERS
    3500 WORKMAN RD STE 101A
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 PERENNIAL SOCIETY DONATION 5,000
    YOUNG LIFE LAKEWAY
    PO BOX 40
    JEFFERSON CITY,TN37760     		  PUBLIC CHARITY 101 HOLE MARATHON-CHAD BALLINGER 505
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2020 GRAND SLAM SPONSORSHIP FOR KNOXVILLE CHALLENGER 10,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY CLASS SESSION SPONSOR -JULY 31, 2020 5,000
    FRIENDS OF THE SMOKIES
    3099 WINFIELD DUNN PKWY 2
    KODAK,TN37764     		  PUBLIC CHARITY IN MEMORY OF KENT JOHNSON 1,000
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2020 JIMMY HYAMS/ KENNY WITHERS GOLF TOURNEY 350
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2020 FRIENDSHIP DINNER 2,500
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2020 DESTINATION DINNER 2,500
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY RUSSELL BIVEN SHOOT 650
    AMERICAN HEART ASSOCIATION
    4708 PAPERMILL DRIVE
    KNOXVILLE,TN37909     		  PUBLIC CHARITY HEART WALK 5,000
    SEYMOUR BAND BOOSTERS
    PO BOX 16
    SEYMOUR,TN37865     		  PUBLIC CHARITY FOR ASHTON PRESLEY 300
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY 2020 FALL ONE WALK-SILVER SPONSOR 2,500
    AMERICAN HEART ASSOCIATION
    4708 PAPERMILL DRIVE
    KNOXVILLE,TN37909     		  PUBLIC CHARITY 2020 GREATER KNOX HEART WALK SPONSORSHIP 5,000
    BOYS & GIRLS CLUB OF THE SMOKY MTNS
    PO BOX 5743
    SEVIERVILLE,TN37864     		  PUBLIC CHARITY PLAY FORE THE KIDS 2,500
    UNION COUNTY HIGH SCHOOL
    150 MAIN ST
    MAYNARDVILLE,TN37807     		  PUBLIC CHARITY PLATINUM SOFTBALL SPONSOR 500
    SEYMOUR HIGH SCHOOL
    732 BOYDS CREEK HIGHWAY
    SEYMOUR,TN37865     		  PUBLIC CHARITY DONATION TO THE LADY EAGLES SOCCER TEAM 100
    AMERICAN CANCER SOCIETY
    PO BOX 332047
    NASHVILLE,TN37203     		  PUBLIC CHARITY 2020 HOPE GALA 2,500
    KNOXVILLE AREA URBAN LEAGUE
    1514 E FIFTH AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY URBAN LEAGUE IMPACT VIRTUAL PROGRAM 2,500
    SECOND HARVEST FOOD BANK
    136 HARVEST LANE
    MARYVILLE,TN37801     		  PUBLIC CHARITY 2020 THANKSGIVING MEALS 1,000
    AFA HOLLOWAY CHAPTER #367
    9240 HONORS WAY
    KNOXVILLE,TN37922     		  PUBLIC CHARITY BRIG GEN BUD BACON MEMORIAL GOLF TOURNAMENT (NO TEAM) 500
    AMERICAN CANCER SOCIETY
    PO BOX 332047
    NASHVILLE,TN37203     		  PUBLIC CHARITY 2020 REAL MEN WEAR PINK GOLF 500
    SENIOR CITIZEN HOME ASSISTANCE SERVICE
    PO BOX 3025
    KNOXVILLE,TN37927     		  PUBLIC CHARITY THE KNOXVILLE AWARD 2020 PROGRAM SPONSOR (NO TABLE) 2,500
    KNOXVILLE SYMPHONY ORCHESTRA
    PO BOX 360
    KNOXVILLE,TN379010360     		  PUBLIC CHARITY YOUNG PEOPLE'S CONCERT FALL 2020 2,500
    FAMILY PROMISE OF KNOXVILLE
    PO 10184
    KNOXVILLE,TN37939     		  PUBLIC CHARITY 2020 DONATION 1,000
    YOUNGLIFE OF UPPER EAST TN
    PO BOX 4716
    JOHNSON CITY,TN37602     		  PUBLIC CHARITY YOUNG LIFE 101 HOLE GOLF 2020 500
    ASSOCIATED EQUIPMENT DISTRIBUTORS
    650 E ALGONQUIN RD SUITE 305
    SCHAUMBURG,IL60173     		  PUBLIC CHARITY 2020 AED FOUNDATION ANNUAL CAMPAIGN 3,500
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY 2020 PLEDGE FOR INSTITUTE OF AGRICULTURE 10,000
    PELLISSIPPI STATE FOUNDATION
    10915 HARDIN VALLEY RD PO BOX 22990
    KNOXVILLE,TN379330990     		  PUBLIC CHARITY 2020 PLEDGE BILL HASLEM CENTER FOR MATH @ SCIENCE 20,000
    YWCA
    420 WEST CLINCH AVENUE
    KNOXVILLE,TN37902     		  PUBLIC CHARITY OVERPOWER THE TOWER: OVER THE EDGE FOR CHILDREN 2020 500
    PROVISION CARES FOUNDATION INC
    2095 LAKESIDE CENTRE WAY SUITE 101
    KNOXVILLE,TN37922     		  PUBLIC CHARITY 6TH ANNUAL BILL WILLIAMSON MEMORIAL GOLF TOURNAMENT 1,000
    THE EPISCOPAL SCHOOL OF KNOXVILLE
    950 EPISCOPAL SCHOOL WAY
    KNOXVILLE,TN37932     		  PUBLIC CHARITY 2020-2021 ANNUAL GIVING EFFORTS 17,000
    KNOX COUNTY PUBLIC SCHOOL LIBRARY
    500 WEST CHURCH AVENUE
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SEEDS OF IMAGINATION DONATION 5,000
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY DONATION FOR CTL REPAIR TO THEIR CAT 277 5,000
    YOKE
    PO BOX 3492
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2020 VIRTUAL LUNCHEON EVEN SPONSOR 1,000
    AIR FORCE MUSEUM FOUNDATION
    1100 SPAATZ ST
    WPAFB,OH45433     		  PUBLIC CHARITY 2020 CONTRIBUTION 25,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2020 MAYORS' LEADERSHIP LUNCHEON - LEGACY SPONSOR (NO TICKETS TO EVENT). 5,000
    CHARLES H COOLIDGE MOH HERITAGE CENTER
    PO BOX 11467
    CHATTANOOGA,TN37401     		  PUBLIC CHARITY OPERATIONS RESERVE FUND PLEDGE OVER 3 YEARS 2020-2022 (PLEDGE 1 OF 3) 50,000
    AMERICAN LEGION POST 2
    PO BOX 52668
    KNOXVILLE,TN37950     		  PUBLIC CHARITY PEARL HARBOR REMEMBRANCE DAY 2020 1,000
    SMS ATHLETIC BOOSTER CLUB
    609 VISTA CIRCLE
    SEVIERVILLE,TN37862     		  PUBLIC CHARITY SMS BASKETBALL SPONSORS SPONSORSHIP BOARD RENEWAL 200
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY JEFFERSON CHAPMAN DIRECTORSHIP - FINAL PLEDGE 5,000
    HOLSTON MIDDLE SCHOOL PTSA
    600 N CHILHOWEE DRIVE
    KNOXVILLE,TN37924     		  PUBLIC CHARITY 2020 SPONSORSHIP PTSA 5,000
    FORT SANDERS FOUNDATION COVENANT HEALTH
    280 FORT SANDERS WEST BLVD STE 100
    KNOXVILLE,TN37922     		  PUBLIC CHARITY RACE AGAINST CANCER 500
    THE LORD'S CHILD
    8729 CHAPMAN HIGHWAY
    KNOXVILLE,TN37920     		  PUBLIC CHARITY BRONZE LEVEL DONATION - OPERATION SNOWFLAKE 500
    GIBBS HIGH SCHOOL
    7628 TAZEWELL PIKE
    CARRYTON,TN37721     		  PUBLIC CHARITY SUPPORT GHS BASKETBALL 200
    EAST TN VETERANS MEMORIAL ASSOCIATION
    PO BOX 3714
    KNOXVILLE,TN37927     		  PUBLIC CHARITY CORPORATE SPONSOR-CLAY SHOOT 3,000
    CHRISTIAN RECORD SERVICES INC
    BOX 6097
    LINCOLN,NE68506     		  PUBLIC CHARITY SERVICES FOR THE BLIND CHILDREN 1,000
    VANDERBILT UNIVERSITY
    PMB 407727
    NASHVILLE,TN37240     		  PUBLIC CHARITY 2020 - VANDERBILT UNIVERSITY OWEN GRADUATE SCHOOL OF MANAGEMENT 1,250
    SMOKIN' FOR A CAUSE
    205 NUTWOOD CIRCLE
    KNOXVILLE,TN37934     		  PUBLIC CHARITY SMOKIN' FOR A CAUSE GOLF TOURNAMENT 1,250
    WOMEN'S FUND OF EAST TENNESSEE
    625 MARKET ST SUITE 1300
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2020 ANNUAL WOMEN'S FUND LUNCHEON 6,000
    UT MEDICAL CTR
    2121 MEDICAL CENTER WAY STE 110
    KNOXVILLE,TN37920     		  PUBLIC CHARITY 2020 - MULTI YEAR PLEDGE GRADUATE SCHOOL OF MEDICINE 33,333
    LEGACY PARKS FOUNDATION
    900 VOLUNTEER LANDING LANE
    KNOXVILLE,TN37915     		  PUBLIC CHARITY CONTRIBUTIONS IN LIEU OF THE 2020 LEGACY LUNCHEON 1,200
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 LEGACY DRIVE IN PLEDGE 5,000
    HOLSTON HOME FOR CHILDREN
    404 HOLSTON DRIVE
    GREENEVILLE,TN37743     		  PUBLIC CHARITY 2020 FRIENDS OF CHILDREN TEA PARTY 5,000
    HISTORIC TENNESSEE THEATRE FOUNDATION
    604 SOUTH GAY ST
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2020 SPOTLLIGHT CLUB SPONSORSHIP 12,000
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2019 - MULTI YEAR FOR 2016 CAPITAL CAMPAIGN 20,000
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2020 - MULTI YEAR FOR 2016 CAPITAL CAMPAIGN 20,000
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2019 - ACCESS TO CARE PLEDGE PAYMENT 10,000
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2020 - ACCESS TO CARE PLEDGE PAYMENT 10,000
    THE RESTORATION HOUSE OF EAST TENNESSEE
    2205 VILLAGE PLACE WAY
    KNOXVILLE,TN37923     		  PUBLIC CHARITY OVER THE EDGE KNOX LANDING ZONE 2,500
    SGT YORK CENTER FOR PEACE AND VALOR
    PO BOX 100
    PALL MALL,TN38577     		  PUBLIC CHARITY SERGEANT YORK PATRIOTIC FOUNDATION 5,000
    COMMUNITY FOUNDATION OF TAMPA BAY INC
    4300 W CYPRESS ST STE 700
    TAMPA,FL336074157     		  PUBLIC CHARITY IN MEMORY OF BOB BLANCHARD SR. FOUNDATION 1,000
    YOUNG WILLIAMS ANIMAL CENTER
    3201 DIVISION STREET
    KNOXVILLE,TN37919     		  PUBLIC CHARITY IN MEMORY OF CAMPBELL PHILLIPS BAKER 1,000
    CAF - COMMEMORATIVE AIR FORCE DIXIE WING
    1200 ECHO COURT
    PEACHTREE CITY,GA30269     		  PUBLIC CHARITY 2020 DONATION 20,000
    SEVIERS CEMETERY
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY DONATION IN MEMORY OF DAVID MAY 500
    ISAIAH 117 HOUSE
    PO BOX 842
    ELIZABETHTON,TN37644     		  PUBLIC CHARITY 2020 DONATION 1,000
    YOUNG LIFE LAKEWAY
    PO BOX 40
    JEFFERSON CITY,TN37760     		  PUBLIC CHARITY SPONSORSHIP - LANCE WILD 1,000
    CLAIRFIELD SCHOOL
    6360 HWY 90
    CLAIRFIELD,TN37715     		  PUBLIC CHARITY 2020 CHRISTMAS PROGRAM 2,200
    EAST TN COMMUNITY DESIGN CENTER
    1300 N BROADWAY
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2020 - IMPROVE EAST TN THROUGH DESIGN - NEIGHBORHOOD MEMBERSHIP 500
    PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO
    12748 KINSTON PIKE STE 204
    KNOXVILLE,TN37934     		  PUBLIC CHARITY 2020 DONATION 2,500
    KNOXVILLE SYMPHONY ORCHESTRA
    PO BOX 360
    KNOXVILLE,TN379010360     		  PUBLIC CHARITY ONE BY ONE PROJECT 1,000
    UNIVERSITY OF KENTUCKY PHILANTHROPY
    210 MALABU DR STE 200
    LEXINGTON,KY40502     		  PUBLIC CHARITY 2020 - DEAN'S DISCRETIONARY FUND 1215322800-420100 3,000
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY CLARENCE BROWN THEATRE - NOV 2020 BIRTHDAY BASH VIRTUAL EVENT 5,000
    THE KINGS ACADEMY
    202 SMOTHERS ROAD
    SEYMOUR,TN37865     		  PUBLIC CHARITY 2019 PLEDGE 1,000
    THE KINGS ACADEMY
    202 SMOTHERS ROAD
    SEYMOUR,TN37865     		  PUBLIC CHARITY 2020 PLEDGE 1,000
    UT MEDICAL CTR
    2121 MEDICAL CENTER WAY STE 110
    KNOXVILLE,TN37920     		  PUBLIC CHARITY 2020 SPROUSE ENDOWMENT 5,000
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 - CORPORATE PLEDGE 5,000
    KEEP SEVIER BEAUTIFUL
    PO BOX 6088
    SEVIERVILLE,TN37864     		  PUBLIC CHARITY WEARS VALLEY FALL FEST 2019 SPONSOR - INV# 902 1,000
    BOYS AND GIRLS CLUB OF GREENEVILLEGREENE
    PO BOX 1977
    GREENEVILLE,TN377441977     		  PUBLIC CHARITY 2020 - CELEBRITY AUCTION 2,500
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 - CORPORATE PLEDGE 20,000
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2019 - CORPORATE PLEDGE PAYMENT 5,000
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY VISION 2020 CAPIAL CAMPAIGN 119,000
    Total .................................bullet 3a 1,250,316
    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 ...........     		         
    4 Dividends and interest from securities....          
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 456,385  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 456,385 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    456,385
    (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.)
    1 NOT APPLICABLE
    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
    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
    2020
    Name of the organization
    STOWERS MACHINERY FOUNDATION INC
     
    Employer identification number

    82-5114045
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    STOWERS MACHINERY FOUNDATION INC
          		Employer identification number
    82-5114045
    Part I
    Contributors
    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
    1
    HARRY W STOWERS JR
    8733 INLET DRIVE
     
    KNOXVILLE, TN37922

    		$ 1,359,285


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    STOWERS MACHINERY FOUNDATION INC
          		Employer identification number

    82-5114045
    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
    1
    		 259 SHARES OF VANGUARD UTILITIES ETF STOCK $ 30,950 2020-03-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,318 SHARES OF VANGUARD TOTAL STOCK MARKET ETF STOCK $ 161,699 2020-03-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 66 SHARES OF VANGUARD REAL ESTATE ETF $ 4,453 2020-03-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 91 SHARES OF VANGUARD MID CAP VALUE ETF STOCK $ 15,222 2020-07-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4,048 SHARES OF SCHWAB US SMALL CAP ETF STOCK $ 269,658 2020-07-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,977 SHARES OF ALERIAN MLP ETF STOCK $ 71,150 2020-07-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    STOWERS MACHINERY FOUNDATION INC
          		Employer identification number

    82-5114045
    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
    1
    		 1,975 SHARES OF VANGUARD MID CAP VALUE ETF STOCK $ 353,604 2020-09-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 443 SHARES OF ISHARES CORE S&P 500 $ 151,599 2020-09-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6,115 SHARES OF VANGUARD EMERGING MARKETS ETF STOCK $ 300,950 2020-12-23
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    STOWERS MACHINERY FOUNDATION INC
          		Employer identification number

    82-5114045
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,900 0 0 0

    TY 2020 LegalFeesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,000 0 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Description Amount
    BOOK-TAX DIFFERENCE ON SALE OF DONATED SECURITIES 462,372


    TY 2020 OtherExpensesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 242 0 0 0
    TAXABLE EXPENDITURES TO FORM 4720 250 0 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Name Address
    HARRY W STOWERS JR 8733 INLET DRIVE
    KNOXVILLE,TN37922


    TY 2020 TaxesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 25,287 0 0 0