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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
TUCKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9337 BRADMORE LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OOLTEWAH, TN37363
A Employer identification number

62-1603398
B Telephone number (see instructions)

(423) 756-1202
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$101,829,485J 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) 4,285
2 Check bullet.............
3 Interest on savings and temporary cash investments 48,969 46,991  
4 Dividends and interest from securities... 2,028,305 2,027,114  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,922,379
b Gross sales price for all assets on line 6a 9,202,515
7 Capital gain net income (from Part IV, line 2)... 2,922,379
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)....... Click to see attachment 187,269 160,555  
12 Total. Add lines 1 through 11........ 5,191,207 5,157,039  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,981 50,491   50,490
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 7,891 3,946   3,945
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 197,999 99,000   98,999
17 Interest............... 19,859 19,859   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,518 5,048   5,048
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,513 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 220 110   110
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 385,952 371,448   14,306
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 740,933 549,902   172,898
25 Contributions, gifts, grants paid....... 3,300,417 3,300,417
26 Total expenses and disbursements. Add lines 24 and 25 4,041,350 549,902   3,473,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,149,857
b Net investment income (if negative, enter -0-) 4,607,137
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,362,615 1,398,409 1,398,409
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)....... 37,901,165 Click to see attachment35,993,608 52,120,831
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).......... 27,785,781 Click to see attachment32,358,756 48,308,493
14 Land, buildings, and equipment: basis bullet23,308
Less: accumulated depreciation (attach schedule) bullet21,556 1,802 Click to see attachment1,752 1,752
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,051,363 69,752,525 101,829,485
Liabilities 17 Accounts payable and accrued expenses.......... 15,000  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,460,500 2,570,500
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,475,500 2,570,500
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........... 65,575,863 67,182,025
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 65,575,863 67,182,025
30 Total liabilities and net assets/fund balances (see instructions). 67,051,363 69,752,525
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
65,575,863
2
Enter amount from Part I, line 27a .....................
2
1,149,857
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
501,908
4
Add lines 1, 2, and 3 ..........................
4
67,227,628
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
45,603
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
67,182,025
Form 990-PF (2021)
Form 990-PF (2021)
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 JP MORGAN - 004 P    
b JP MORGAN - 004 P    
c JP MORGAN - 006 P    
d JP MORGAN - 006 P    
e JP MORGAN - 0001 P    
JP MORGAN - 007 P    
JP MORGAN - 007 P    
TRUIST - 7294 P    
TRUIST - 7294 P    
TRUIST - 7294 P    
HEADLANDS CAPITAL P    
GT EMERGING MARKETS P    
GT OFFSHORE P    
PALLADIAN PARTNERS IX P    
KT PARTNERS P    
HEADLANDS CAPITAL P    
GT EMERGING MARKETS P    
PALLADIAN PARTNERS IX P    
KT PARTNERS P    
PRIVATE EQUITY X P    
CAPITAL GAINS DIVIDENDS P    
(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 203,715   196,935 6,780
b 309,042   290,722 18,320
c 485,261   474,461 10,800
d 917,805   862,504 55,301
e 256,802   246,918 9,884
278,036   267,273 10,763
1,100,609   1,028,697 71,912
459,328   494,236 -34,908
2,044,951   1,385,636 659,315
1,693,466   1,028,735 664,731
70,010     70,010
266,163     266,163
103,890     103,890
106,923     106,923
50,994     50,994
244     244
    4,019 -4,019
4,815     4,815
11,656     11,656
68     68
838,737     838,737
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       6,780
b       18,320
c       10,800
d       55,301
e       9,884
      10,763
      71,912
      -34,908
      659,315
      664,731
      70,010
      266,163
      103,890
      106,923
      50,994
      244
      -4,019
      4,815
      11,656
      68
      838,737
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 2,922,379
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 64,039
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 64,039
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 55,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,000
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 22,961
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet22,961 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletNA
    14
    The books are in care ofbulletPAM CUZZORT Telephone no.bullet (423) 664-2107

    Located atbullet9337 BRADMORE LANEOOLTEWAHTN ZIP+4bullet37363
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    PAMELA K CUZZORT SECRETARY/TREASURER
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    LAVINIA J JOHNSTON TRUSTEE
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    DAVID Y SMITH PRESIDENT
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    GILLIAN E JOHNSTON TRUSTEE
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    ROBERT T JOHNSTON TRUSTEE
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    KATHERINE TUDOR TRUSTEE
    1.00     		0 0 0
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    AMY MOORE VICE PRESIDENT
    1.00     		97,550 11,678 4,800
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    95,743,695
    b
    Average of monthly cash balances.......................
    1b
    951,561
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    96,695,256
    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
    96,695,256
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,450,429
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    95,244,827
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,762,241
    Part X
    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 IX, line 6..................
    1
    4,762,241
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    64,039
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,037
    c
    Add lines 2a and 2b............................
    2c
    67,076
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,695,165
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,695,165
    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 XII, line 1 ...
    7
    4,695,165
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,695,165
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 724,081
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 724,081
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,473,315
    a Applied to 2020, 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 2021 distributable amount..... 3,473,315
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 724,081 724,081
    (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 0
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		497,769
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    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:
    DAVID SMITH
    9337 BRADMORE LANE
    OOLTEWAH,TN37363
    (423) 664-2107
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO SPECIFIED FORMAT REQUIRED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE GENERALLY FOCUSED IN HAMILTON AND BRADLEY COUNTIES OF EAST TENNESSEE AND ATLANTA, GEORGIA, BUT THEY ARE NOT LIMITED TO THESE LOCALES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ARTSBUILD
    301 E 11TH STREET SUITE 300
    CHATTANOOGA,TN37403     		  PC GENERAL SUPPORT - IMAGINE ARTS PROJECT 3,000
    BETHEL BIBLE VILLAGE
    PO BOX 729
    HIXSON,TN37343     		  PC GENERAL SUPPORT - HOPE PROGRAM 15,000
    BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION
    PO BOX 4354
    CLEVELAND,TN37320     		  PC GENERAL SUPPORT - VIRTUAL PROGRAMS 75,942
    BROOKE USA INC
    2333 ALEXANDRIA DRIVE
    LEXINGTON,KY40504     		  PC GENERAL SUPPORT 10,000
    CHAMBLISS CENTER FOR CHILDREN
    315 GILLESPIE ROAD
    CHATTANOOGA,TN37411     		  PC GENERAL SUPPORT 25,000
    CHARLES H COOLIDGE NATIONAL MEDAL OF HONOR HERITAGE CENTER
    PO BOX 11467
    CHATTANOOGA,TN37401     		  PC GENERAL SUPPORT 4,500
    CHATTANOOGA COMMUNITY KITCHEN
    PO BOX 11203
    CHATTANOOGA,TN37401     		  PC GENERAL SUPPORT - FAST DAY CAMPAIGN 2,000
    CHATTANOOGA GIRLS LEADERSHIP ACADEMY
    PO BOX 3859
    CHATTANOOGA,TN37404     		  PC GENERAL SUPPORT - ACADEMIC INTERVENTION 40,000
    ERLANGER HEALTH SYSTEMS FOUNDATION
    975 E 3RD ST SUITE B-508
    CHATTANOOGA,TN37403     		  PC CHILDREN'S HOSPITAL CAMPAIGN 200,045
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 338
    HIXSON,TN37343     		  PC GENERAL SUPPORT 2,000
    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC
    821 CORPORATE DRIVE
    LEXINGTON,KY40503     		  PC GENERAL SUPPORT 10,000
    HANLEY CENTER FOUNDATION INC
    700 SOUTH DIXIE HIGHWAY SUITE 103
    WEST PALM BEACH,FL33401     		  PC GENERAL SUPPORT 1,000
    HUNTER MUSEUM OF ART
    10 BLUFF VIEW
    CHATTANOOGA,TN37403     		  PC GENERAL SUPPORT 5,000
    JOE W JACKSON MEMORIAL SCHOLARSHIPCFGC
    1400 WILLIAMS STREET
    CHATTANOOGA,TN37408     		  PC GENERAL SUPPORT - JOE JACKSON SCHOLARSHIP 10,000
    KENTUCKY HORSE PARK FOUNDATION
    4075 IRON WORKS PARKWAY
    LEXINGTON,KY40511     		  PC GENERAL SUPPORT 2,000
    LAND TRUST ALLIANCE
    PO BOX 33355
    RALIEGH,NC27636     		  PC GENERAL SUPPORT - SE CONFERENCE 5,000
    LEE UNIVERSITY
    1120 N OCOEE STREET
    CLEVELAND,TN37311     		  PC GENERAL SUPPORT - STRING THEORY 10,000
    LOOKOUT MOUNTAIN CONSERVANCY
    PO BOX 76
    LOOKOUT MOUNTAIN,TN37350     		  PC GENERAL SUPPORT - HOWARD SCHOOL 80,000
    METROPOLITAN MINISTRIES INC (METMIN)
    4001 ROSSVILLE BOULEVARD
    CHATTANOOGA,TN37407     		  PC GENERAL SUPPORT - PANDEMIC RECOVERY 85,000
    NATIONAL MUSEUM OF RACING INC
    191 UNION AVENUE
    SARATOGA SPRINGS,NY12866     		  PC GENERAL SUPPORT - ART RESTORE PROJECT 11,500
    NATIONAL SPORTING LIBRARY INCORPORATED
    PO BOX 1335
    MIDDLEBURG,VA20118     		  PC GENERAL SUPPORT 2,500
    NORTHSIDE NEIGHBORHOOD HOUSE
    211 MINOR STREET
    CHATTANOOGA,TN37405     		  PC GENERAL SUPPORT - UNITY IN SCHOOLS 15,000
    ON POINT
    4509 HIXSON PIKE 1
    HIXSON,TN37343     		  PC GENERAL SUPPORT - YOUTH FORWARD 175,124
    POLO TRAINING FOUNDATION
    852 E ROAD
    LOXAHATCHEE,FL33470     		  PC GENERAL SUPPORT 2,000
    RETIRED RACEHORSE PROJECT
    3357 HAZELWOOD ROAD
    EDGEWATER,MD21037     		  PC GENERAL SUPPORT 5,000
    SHERIDAN COUNTY RODEO
    PO BOX 279
    SHERIDAN,WY82801     		  PC GNERAL SUPPORT 300
    ST ANDREW'S - SEWANEE SCHOOL
    290 QUINTARD ROAD
    SEWANEE,TN37375     		  PC GENERAL SUPPORT - CAPITAL CAMPAIGN 125,000
    THE EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		  PC GENERAL SUPPORT 10,000
    THE UNIVERSITY OF THE SOUTH
    735 UNIVERSITY AVENUE
    SEWANEE,TN37383     		  PC TUCKER FOUNDATION SCHOLARSHIP FUND 50,000
    THOROUGHBRED RETIREMENT FOUNDATION
    PO BOX 834
    SARATOGA SPRINGS,NY12866     		  PC GENERAL SUPPORT 7,500
    UNITED WAY OF THE OCOEE REGION
    85 SOUTH OCOEE STREET
    CLEVELAND,TN37311     		  PC GENERAL SUPPORT 10,000
    VINCEREMOS THERAPEUTIC RIDING CENTER INC
    13300 6TH COURTH N
    LOXAHATCHEE,FL33470     		  PC GENERAL SUPPORT 5,000
    AMATEUR RIDERS CLUB OF AMERICA INC
    PO BOX 1877
    MIDDLEBURG,VA20118     		  PC GENERAL SUPPORT 500
    BOISE STATE UNIVERSITY
    1910 UNIVERSITY DRIVE
    BOISE,ID83725     		  PC SCHOLARSHIP - CAMERON BROWN 13,244
    BOUGHT BEAUTIFULLY
    104 BELLEVUE AVE
    SHERIDAN,WY82801     		  PC GENERAL SUPPORT 10,000
    BOYS & GIRLS CLUBS OF CHATTANOOGA
    PO BOX 11567
    CHATTANOOGA,TN37401     		  PC GENERAL SUPPORT - AFTERSCHOOL FEEDS 17,500
    BRIGHT SCHOOL
    1950 MCDADE LN
    CHATTANOOGA,TN37405     		  PC GENERAL SUPPORT 50,000
    BUFFALO BILL CENTER OF THE WEST
    720 SHERIDAN AVE
    CODY,WY82414     		  PC GENERAL SUPPORT - INTERNSHIP PROGRAM 58,840
    CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION
    4501 AMNICOLA HIGHWAY
    CHATTANOOGA,TN37406     		  PC GENERAL SUPPORT - TECHNOLOGY FUND 25,000
    CHATTANOOGA SYMPHONY
    736 GEORGIA AVE SUITE 101
    CHATTANOOGA,TN37402     		  PC GENERAL SUPPORT 11,000
    CHATTANOOGA ZOO
    301 N HOLTZCLAW AVE
    CHATTANOOGA,TN37404     		  PC GENERAL SUPPORT 5,000
    CITY FIELDS
    1075 BLYTHE AVE SE
    CLEVELAND,TN37311     		  PC GENERAL SUPPORT - CAREER CONNECTS 25,000
    CREATIVE DISCOVERY MUSEUM
    321 CHESTNUT ST
    CHATTANOOGA,TN37377     		  PC GENERAL SUPPORT - IGNITE DISCOVERY 200,000
    EAST TN STATE UNIVERSITY
    PO BOX 70732
    JOHNSON CITY,TN37614     		  PC SCHOLARSHIP - MAGGIE BENTLEY 1,688
    FAIR HILL FOUNDATION INC
    PO BOX 1324
    ELKTON,MD21922     		  PC GENERAL SUPPORT 2,000
    FIRST THINGS FIRST
    620 LINDSAY STREET SUITE 100
    CHATTANOOGA,TN37403     		  PC GENERAL SUPPORT 60,000
    FRIENDS OF THE 6TH CAVALRY MUSEUM INC
    PO BOX 2011
    FORT OGLETHORPE,GA30742     		  PC GENERAL SUPPORT 5,000
    GRACE BAPTIST ACADEMY
    7815 SHALLOWFORD RD
    CHATTANOOGA,TN37421     		  PC GENERAL SUPPORT - STEM PROGRAM 50,000
    JUNIOR ACHIEVEMENT OF THE OCOEE REGION
    PO BOX 2202
    CLEVELAND,TN37320     		  PC GENERAL SUPPORT 5,000
    LULA LAKE LAND TRUST
    29 MOUNT OLIVE ROAD
    LOOKOUT MOUNTAIN,GA30750     		  PC GENERAL SUPPORT - LEHARDY PROPERTY 20,000
    NATIONAL STEEPLECHASE FOUNDATION
    400 FAIR HILL DR
    ELKTON,MD21921     		  PC GENERAL SUPPORT - TEMPLE GWATHMEY 10,000
    OPEN SPACE INSTITUTE LAND TRUST
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018     		  PC GENERAL SUPPORT - APPALACHIA LANDS 250,011
    PALM BEACH STATE COLLEGE
    2448 EDGEWATER DR
    WEST PALM BEACH,FL33406     		  PC SCHOLARSHIP - DAVID MESA 845
    SHERIDAN COUNTY CONSERVATION DISTRICT
    1949 SUGARLAND DR 102
    SHERIDAN,WY82801     		  PC GENERAL SUPPORT 500
    SHERIDAN COUNTY YMCA
    417 N JEFFERSON ST
    SHERIDAN,WY82801     		  PC GENERAL SUPPORT - YOUTH CENTER 75,000
    SIGNAL MOUNTAIN LIBRARY
    1114 JAMES BLVD
    SIGNAL MOUNTAIN,TN37377     		  PC GENERAL SUPPORT - READING ROOM 5,000
    SPORTSMEN'S ALLIANCE FOUNDATION
    801 KINGSMILL PARKWAY
    COLUMBUS,OH43229     		  PC GENERAL SUPPORT 2,000
    TENNESSEE RIVER GORGE TRUST
    1214 DARTMOUTH ST
    CHATTANOOGA,TN37405     		  PC GENERAL SUPPOR T- LAND ACQUISITIONS 300,000
    THE BETHLEHEM CENTER
    200 W 38TH ST
    CHATTANOOGA,TN37410     		  PC GENERAL SUPPORT 5,000
    THE CARING PLACE
    PO BOX 5334
    CLEVELAND,TN37320     		  PC GENERAL SUPPORT - SAC PAC PROGRAM 10,000
    THE CONSERVATION FUND
    1655 N FORT MYER DRIVE
    ARLINGTON,VA22209     		  PC GENERAL SUPPORT - FIERY GIZZARD TRAIL 25,000
    THE NEW MUSEUM AT THE BRADFORD BRINTON RANCH DBA THE BRINTON MUSEUM
    PO BOX 460
    BIG HORN,WY82833     		  PC GENERAL SUPPORT 50,000
    UNIVERSITY OF TN
    211 STUDENT SERV BLDG
    KNOXVILLE,TN37996     		  PC SCHOLARSHIP - HANNAH MOORE 8,481
    UNIVERSITY OF TN AT CHATTANOOGA
    615 MCCALLIE AVE
    CHATTANOOGA,TN37403     		  PC SCHOLARSHIP - BRIAR LEE 560
    UNIVERSITY OF WEST GEORGIA
    1601 MAPLE ST
    CARROLLTON,GA30118     		  PC SCHOLARSHIP - MADISON BRANT 2,461
    UT FOUNDATION
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37923     		  PC WILDWOOD FARM FUND 201,844
    VANDERBILT MEDICAL CENTER
    3322 WEST END AVENUE
    NASHVILLE,TN37232     		  PC GENERAL SUPPORT - INGRAM CANCER CENTER 500,021
    WOODSONG FOREST SCHOOL
    PO BOX 914
    CLEVELAND,TN37364     		  PC GENERAL SUPPORT - URBAN NATURE CAMPS 9,000
    WYOMING STOCK GROWERS LAND TRUST
    113 E 20TH ST
    CHEYENNE,WY82002     		  PC GENERAL SUPPORT - PATCHWORK RANCH EASEMENT 26,500
    WYOMING WILDERNESS ASSOCIATION
    PO BOX 6588
    SHERIDAN,WY82801     		  PC GENERAL SUPPORT - OUTDOOR CLUBS 4,000
    YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION
    PO BOX 3837
    CHATTANOOGA,TN37404     		  PC GENERAL SUPPORT - MONTESSORI ELEMENTARY 250,011
    Total .................................bullet 3a 3,300,417
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 48,969  
    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 2,922,379  
    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 5,186,922 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,186,922
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2021 DepreciationSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DESK-HAYNE 2013-02-12 361 180 200DB 7.000000000000 0 0    
    DESK-AMY 2013-02-13 945 472 200DB 7.000000000000 0 0    
    COMPUTER SOFTWARE 2013-02-12 13,500 13,500 SL 3.000000000000 0 0    
    PRINTER 2013-02-20 134 67 200DB 5.000000000000 0 0    
    COMPUTER - AMY 2016-02-25 1,781 839 200DB 5.000000000000 51 0    
    MACBOOK PRO 13 - AMY 2020-03-11 2,125   200DB 5.000000000000 0 0    
    APPLE I-PAD PRO - PAM CUZZORT 2021-05-21 1,208   200DB 5.000000000000 1,208 0    
    APPLE I-PAD PRO - MATT BENTLEY 2021-05-21 1,208   200DB 5.000000000000 1,208 0    
    MICROSOFT SURFACE PRO - DAVID SMITH 2021-05-21 917   200DB 5.000000000000 917 0    
    APPLE I-PAD PRO - AMY MOORE 2021-05-24 1,129   200DB 5.000000000000 1,129 0    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COCA-COLA EUROPEAN PARTNERS PLC. - LISTED AT COST FOR BOOK VALUE 35,993,608 52,120,831

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GENSPRING AT COST 3,264,052 5,559,844
    BESSEMER TRUST AT COST 13,475,760 21,949,505
    SILVER SPRING CAPITAL AT COST 3,131,276 6,079,219
    HEADLANDS CAPITAL AT COST 590,058 1,284,559
    JP MORGAN AT COST 4,768,281 5,106,496
    GT OFFSHORE AT COST 1,435,084 1,439,933
    GT EMERGING MKTS AT COST 1,192,985 1,528,895
    PALLADIAN IX AT COST 735,384 1,185,472
    CORE SENIOR OFFSHORE AT COST 731,439 887,324
    HARBOURVEST AT COST 276,521 513,532
    KT PARTNERS AT COST 1,632,152 1,647,703
    GT PRIVATE EQUITY X, LP AT COST 134,532 157,007
    GT BIOTECH FUND, LP AT COST 991,232 969,004

    TY 2021 LandEtcSchedule2
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    DESK-HAYNE 361 361 0  
    DESK-AMY 945 945 0  
    COMPUTER SOFTWARE 13,500 13,500 0  
    PRINTER 134 134 0  
    COMPUTER - AMY 1,781 1,781 0  
    MACBOOK PRO 13 - AMY 2,125 2,125 0  
    APPLE I-PAD PRO - PAM CUZZORT 1,208 1,208 0  
    APPLE I-PAD PRO - MATT BENTLEY 1,208 1,208 0  
    MICROSOFT SURFACE PRO - DAVID SMITH 917 917 0  
    APPLE I-PAD PRO - AMY MOORE 1,129 1,129 0  


    TY 2021 OtherDecreasesSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Description Amount
    UNREALIZED APPRECIATION 45,603


    TY 2021 OtherExpensesSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 1,057 529   528
    EMPLOYEE INSURANCE 7,970 3,985   3,985
    GAS & OIL 4,800 2,400   2,400
    GT EMERGING MARKETS - EXPENSES 46,937 46,937   0
    HEADLANDS CAPITAL - EXPENSES 45,277 45,277   0
    HRO PAYROLL SERVICES 490 245   245
    INVESTMENT EXPENSE 196,406 196,406   0
    OFFICE SUPPLIES 5,000 2,500   2,500
    PALLADIAN IX - EXPENSES 26,648 26,648   0
    COMPUTERS 9,693 4,847   4,648
    KT PARTNERS - EXPENSES 26,808 26,808   0
    GT BIOTECH FUND - EXPENSES 8,969 8,969   0
    GT PRIVATE EQUITY X - EXPENSES 5,505 5,505   0
    CORE SENIOR OFFSHORE FUND - EXPENSES 392 392   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HEADLANDS CAPITAL -23,390 -23,390 -23,390
    GT EMERGING MARKETS QP 1,827 1,827 1,827
    GT OFFSHORE FUND 115,155 115,155 115,155
    PALLADIAN PARTNERS IX 3,555 3,555 3,555
    KT PARTNERS -17,568 -17,568 -17,568
    INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX 0 -26,714 0
    HARBOURVEST 107,542 107,542 107,542
    BIOTECH FUND 187 187 187
    PRIVATE EQUITY X -39 -39 -39


    TY 2021 OtherIncreasesSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Description Amount
    DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF STOCK CONTRIBUTION 501,908


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 197,999 99,000   98,999


    TY 2021 TaxesSchedule
    Name:
    TUCKER FOUNDATION
    EIN:
    62-1603398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 10,056 5,028   5,028
    TAXES & LICENSES 40 20   20
    FEDERAL INCOME TAX 13,422 0   0