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
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$389,809J 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) 1,201,073
2 Check bullet.............
3 Interest on savings and temporary cash investments 81 81  
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 10 420,360
b Gross sales price for all assets on line 6a 903,009
7 Capital gain net income (from Part IV, line 2)... 420,360
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 1,803 0 0
12 Total. Add lines 1 through 11........ 1,623,317 420,441 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).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,000 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 5,896 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,896 0 0 0
25 Contributions, gifts, grants paid....... 1,110,492 1,110,492
26 Total expenses and disbursements. Add lines 24 and 25 1,119,388 0 0 1,110,492
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 503,929
b Net investment income (if negative, enter -0-) 420,441
c Adjusted net income (if negative, enter -0-)... 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............. 306,607 92,113 92,113
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)....... 0 Click to see attachment298,466 297,696
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) 306,607 390,579 389,809
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 306,607 390,579
29 Total net assets or fund balances (see instructions)..... 306,607 390,579
30 Total liabilities and net assets/fund balances (see instructions). 306,607 390,579
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
306,607
2
Enter amount from Part I, line 27a .....................
2
503,929
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
810,536
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
419,957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
390,579
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 ISHARES USA VALUE ETF (VLUE) D 2021-04-16 2021-04-19
b ISHARES US REIT ETF (USRT) D 2021-06-04 2021-06-07
c VANGUARD TOTAL STOCK MKT ETF (VTI) D 2021-06-04 2021-06-07
d ISHARES MSCI EAFE ETF (IEFA) D 2021-09-13 2021-09-14
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 298,934   157,297 141,637
b 163,381   87,879 75,502
c 139,314   70,164 69,150
d 301,380   167,309 134,071
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       141,637
b       75,502
c       69,150
d       134,071
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 420,360
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 5,844
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 5,844
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,900
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 8,056
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,056 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
 
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 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. Click to see attachment...............................
    10
    Yes
     
    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 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 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)
    Yes
     
    (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
    Yes
     
    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
    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 (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 NOT APPLICABLE 0
    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
    12,404
    b
    Average of monthly cash balances.......................
    1b
    262,923
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    275,327
    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
    275,327
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    4,130
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    271,197
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    13,560
    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
    13,560
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,844
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,716
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,716
    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
    7,716
    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 7,716
    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......  
    b From 2017......  
    c From 2018...... 698,984
    d From 2019...... 750,712
    e From 2020...... 1,245,200
    f Total of lines 3a through e ........ 2,694,896
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,110,492
    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..... 7,716
    e Remaining amount distributed out of corpus 1,102,776
    5 Excess distributions carryover applied to 2021. 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 3,797,672
    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 ..........     		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 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 ......     		3,797,672
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 698,984
    c Excess from 2019.... 750,712
    d Excess from 2020.... 1,245,200
    e Excess from 2021.... 1,102,776
    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).)
    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 (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
    AFA HOLLOWAY CHAPTER #367
    9240 HONORS WAY
    KNOXVILLE,TN37922     		  PUBLIC CHARITY BRIG GEN BUD BACON MEMORIAL GOLF TOURNAMENT (NO TEAM) 500
    AIR FORCE ACADEMY ATHLETIC CORPORATION
    PO BOX 89
    USAFA,CO80840     		  PUBLIC CHARITY 2021 TICKETS FOR TROOPS DONATION 5,000
    AIR FORCE MUSEUM FOUNDATION
    1100 SPAATZ ST
    WPAFB,OH45433     		  PUBLIC CHARITY 2021 CONTRIBUTION 25,000
    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
    ALZHEIMERS TN
    5801 KINGSTON PIKE
    KNOXVILLE,TN37919     		  PUBLIC CHARITY 2021 MAJOR PLUS SPONSOR 2,500
    AMERICAN CANCER SOCIETY
    PO BOX 332047
    NASHVILLE,TN37203     		  PUBLIC CHARITY 2021 HOPE GALA 2,500
    AMERICAN LEGION POST 2
    PO BOX 52668
    KNOXVILLE,TN37950     		  PUBLIC CHARITY PEARL HARBOR REMEMBRANCE DAY 2021 2,500
    AMERICAN LEGION POST 2
    PO BOX 52668
    KNOXVILLE,TN37950     		  PUBLIC CHARITY IN MEMORY OF DON PLANCE 500
    ARMY HISTORICAL FOUNDATION INC
    1775 LIBERY DR STE 400
    FORT BELOVOIR,VA22060     		  PUBLIC CHARITY MUSEUM PAYMENT 4 OF 5 5,000
    ASSOCIATED EQUIPMENT DISTRIBUTORS
    650 E ALGONQUIN RD SUITE 305
    SCHAUMBURG,IL60173     		  PUBLIC CHARITY 2021 AED FOUNDATION ANNUAL CAMPAIGN 3,500
    BIG BROTHERS BIG SISTERS OF EAST TN
    318 N GAY ST
    KNOXVILLE,TN37924     		  PUBLIC CHARITY BOWL FOR KIDS SAKE - BRONZE 2,500
    BIG BROTHERS BIG SISTERS OF EAST TN
    318 N GAY ST
    KNOXVILLE,TN37924     		  PUBLIC CHARITY 2021 55TH ANNIVERSARY CAMPAIGN PLEDGE 2,500
    BLOUNT MEMORIAL FOUNDATION
    907 E LAMAR ALEXANDER PKWY
    MARYVILLE,TN37804     		  PUBLIC CHARITY 2021 CLASSIC TEE SPONSOR 400
    BOYS & GIRLS CLUB OF THE SMOKY MTNS
    PO BOX 5743
    SEVIERVILLE,TN37864     		  PUBLIC CHARITY CONTRUCTION & PAVING GOLF TOURNAMENT 500
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2021 CONTRIBUTION 10,000
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY KIDS PRIME SCHOLARSHIP 6,000
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY PHILLIP FULMER GOLF HOLE SPONSOR 600
    BOYS AND GIRLS CLUB
    967 IRWIN STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY GKSHOF GOLD SPONSOR 5,000
    BOYS AND GIRLS CLUB OF GREENEVILLEGREENE
    PO BOX 1977
    GREENEVILLE,TN377441977     		  PUBLIC CHARITY 2021 - CELEBRITY AUCTION 2,500
    BRIDGE REFUGEE SERVICES INC
    4420 WHITTLE SPRINGS RD
    KNOXVILLE,TN37197     		  PUBLIC CHARITY CORPORATE SPONSORSHIP 5,000
    CAMPBELL CO CHILDREN'S CENTER
    411 BLUETOP RD SUITE 2
    TAZWELL,TN37879     		  PUBLIC CHARITY 2021 CLAYS FOR CHILDREN 750
    CARPENTERS ELEMENTARY SCHOOL
    915 HUFFSTETLER RD
    MARYVILLE,TN37803     		  PUBLIC CHARITY ALL KIDS BIKE KINDERGARTEN 1,000
    CATHOLIC CHARITIES OF EAST TENNESSEE
    119 DAMERON AVENUE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2021 CONTRIBUTION 15,000
    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
    CLAIRFIELD SCHOOL
    6360 HWY 90
    CLAIRFIELD,TN37715     		  PUBLIC CHARITY 2021 CHRISTMAS PROGRAM 2,600
    COLONIAL HEIGHTS REBELS
    449 OAKMONT DR
    KINGSPORT,TN37663     		  PUBLIC CHARITY 2021 CONTRIBUTION 250
    EAST TENN CHILDRENS HOSPITAL
    PO BOX 15010
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2021 ED EXPANSION PROJECT 5,000
    EAST TENN CHILDRENS HOSPITAL
    PO BOX 15010
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2021 BUTTERFLY DASH 5,000
    EAST TN HISTORICAL SOCIETY
    PO BOX 1629
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2021 EAST TENNESSEAN OF THE YEAR TABLE 5,000
    EAST TN HISTORICAL SOCIETY
    PO BOX 1629
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2021 WILLIAM BLOUNT LEADERSHIP CIRCLE 5,000
    EAST TN VETERANS HONOR GUARD
    PO BOX 22802
    KNOXVILLE,TN37933     		  PUBLIC CHARITY 2021 DONATION 500
    EAST TN VETERANS MEMORIAL ASSOCIATION
    PO BOX 3714
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2021 CLAY SHOOT 3,000
    EAST TN VETERANS MEMORIAL ASSOCIATION
    PO BOX 3714
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2021 MEDAL OF HONOR BANQUET 5,000
    EASTERN CONGO INITIATIVE
    615 FIRST AVENUE NE SUITE 500
    MINNEAPOLIS,MN55413     		  PUBLIC CHARITY 2021 MULTI-YEAR PLEDGE FOR ASILI 6,000
    EASTERNSEALS CENTRAL ILLINOIS
    507 EAST ARMSTRONG AVE
    PEORIA,IL61603     		  PUBLIC CHARITY 2021 28 GAUGE SPONSORSHIP LYLE FINCH MEMORAL CLAYBIRD CLASSIC 5,000
    EMERALD CHARTER SCHOOLS
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY EMERALD ACADEMY 15,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2021 ANNUAL LEGACY DINER 5,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2021 ANNUAL DONATION 10,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    502 S GAY ST 401 FIDELITY BLDG
    KNOXVILLE,TN37902     		  PUBLIC CHARITY FLAG SPONSOR-CHICKFIL-A KNOXVILLE 500
    FORT SANDERS FOUNDATION COVENANT HEALTH
    280 FORT SANDERS WEST BLVD STE 100
    KNOXVILLE,TN37922     		  PUBLIC CHARITY PATRICIA NEAL GOLF CLASSIC-FLIGHT SPONSOR 1,140
    FRIENDS OF THE SMOKIES
    3099 WINFIELD DUNN PKWY 2
    KODAK,TN37764     		  PUBLIC CHARITY 2021 EVERGREEN BALL 2,500
    FURMAN UNIVERSITY
    3300 POINSETT HWY
    GREENEVILLE,SC29613     		  PUBLIC CHARITY 2021 ANNUAL OPERATING PLEDGE 5,000
    GIRL SCOUTS OF THE SOUTHERN APPALACHIANS
    1567 DOWNTOWN WEST BLVD
    KNOXVILLE,TN37919     		  PUBLIC CHARITY 2021 ANNUAL DONATION 2,500
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY 2021 CHETOTE WHITNEY YOUNG 7,700
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY 2021 MISCELLANEOUS DONATION 40,000
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY CAMP BUCK TOMS DINING HALL 1,000
    GREAT SMOKY MTN COUNCIL
    PO BOX 51885
    KNOXVILLE,TN379501885     		  PUBLIC CHARITY 2021 CAMP BUCK TOMS DINING HALL 300,000
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY RUSSELL BIVEN SUMMER CLAYFEST TOURNEY 700
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2021 BOB KESLING AND BERT GOLF TOURNEY 1,212
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY SPIRIT AWARD DINNER 15,000
    HELEN ROSS MCNABB FOUNDATION
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2021 GRAND SLAM SPONSOR FOR KNOXVILLE CHALLENGER 8,460
    HISTORIC TENNESSEE THEATRE FOUNDATION
    604 SOUTH GAY ST
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 612 CAMPAIGN 70,000
    HISTORIC TENNESSEE THEATRE FOUNDATION
    604 SOUTH GAY ST
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2021 SPOTLIGHT CLUB SPONSORSHIP 12,000
    HOLSTON HOME FOR CHILDREN
    404 HOLSTON DRIVE
    GREENEVILLE,TN37743     		  PUBLIC CHARITY 2021 FRIENDS OF CHILDREN KNOXVILLE 2,500
    HOLSTON MIDDLE SCHOOL PTSA
    600 N CHILHOWEE DRIVE
    KNOXVILLE,TN37924     		  PUBLIC CHARITY 2021 TEACHERS LUNCHES 1,500
    HOLSTON MIDDLE SCHOOL PTSA
    600 N CHILHOWEE DRIVE
    KNOXVILLE,TN37924     		  PUBLIC CHARITY 2021 CONTRIBUTION 5,000
    HOPE RESOURCE CENTER
    2700 PAINTER AVE
    KNOXVILLE,TN37919     		  PUBLIC CHARITY THE HOPE CHALLENGE-PUTTING GREEN SPONSOR 1,000
    ISAIAH 117 HOUSE
    PO BOX 842
    ELIZABETHTON,TN37644     		  PUBLIC CHARITY 2021 DONATION 1,000
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY ONE WALK SPONSOR 2,500
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY PROMISE GALA SPONSOR 3,500
    JDRF EAST TENNESSEE
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		  PUBLIC CHARITY GENERATOR DONATION - JUVENILE DIABETES 1,000
    JUNIOR ACHIEVEMENT OF EAST TN INC
    2135 NORTH CHARLES G SEVIERS BLVD
    CLINTON,TN37716     		  PUBLIC CHARITY 2021 JA BIZ TOWN, HALL OF FAME, JA MISS BUSINESS 20,000
    KNOX COUNTY GOVERNMENT
    ROOM 615 CITY COUNTY BLDG
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SCHOOL MANIA SPONSORSHIP 500
    KNOX COUNTY PUBLIC SCHOOL LIBRARY
    500 WEST CHURCH AVENUE
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SEEDS OF IMAGINATION DONATION 5,000
    KNOX EDUCATION FOUNDATION
    912 S GAY STREEET SUITE L-210
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2021 DONATION 10,000
    KNOXVILLE AREA URBAN LEAGUE
    1514 E FIFTH AVE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY EQUAL OPPORTUNITY AWARDS GALA 2,500
    KPD CHAPLAIN CORPS
    PO BOX 27155
    KNOXVILLE,TN37927     		  PUBLIC CHARITY GOLD SPONSORSHIP FOR 2021 KPD CORPS GOLF CLASSIC 1,000
    LADIES OF CHARITY
    120 W BAXTER AVENUE
    KNOXVILLE,TN37917     		  PUBLIC CHARITY PUTTING GREEN SPONSOR 500
    LAKESIDE SCHOOL
    1020 LAKE DRIVE
    EUFAULA,AL36027     		  PUBLIC CHARITY IN MEMORY OF HENRY BRAMLETTE GRAY III 500
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY MAYORS LUNCHEON LEGACY 5,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY CLASS SESSION SPONSOR 5,000
    LEADERSHIP KNOXVILLE
    17 MARKET SQUARE 201
    KNOXVILLE,TN37902     		  PUBLIC CHARITY INTRO KNOX SPONSOR 5,000
    LEGACY PARKS FOUNDATION
    900 VOLUNTEER LANDING LANE
    KNOXVILLE,TN37915     		  PUBLIC CHARITY LUNCHEON FOR THE PARKS 1,000
    METHODIST MEDICAL CENTER FOUNDATION
    990 OAK RIDGE TURNPIKE
    OAK RIDGE,TN37830     		  PUBLIC CHARITY ACORN CLASSIC-SILVER SPONSOR 1,000
    MISSION OF HOPE
    PO BOX 51824
    KNOXVILLE,TN37950     		  PUBLIC CHARITY 2021 SCHOLARSHIP 2,500
    MONROE LIFE BALLOON FESTIVAL
    PO BOX 24044
    KNOXVILLE,TN37933     		  PUBLIC CHARITY MONROE LIFE BALLOON FESTIVAL SPONSORSHIP 1,000
    MUSEUM OF APPALACHIA
    2819 ANDERSONVILLE HWY
    CLINTON,TN37716     		  PUBLIC CHARITY 2021 DONATION 1,000
    PAT SUMMITT FOUNDATION
    520 W SUMMITT HILL DRIVE SUITE 1101
    KNOXVILLE,TN37902     		  PUBLIC CHARITY SALUTE FOR A CURE-VALET SPONSOR 2,000
    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
    PEORIA AREA COMMUNITY FOUNDATION
    3625 N SHERIDAN RD
    PEORIA,IL61604     		  PUBLIC CHARITY IN MEMORY OF PAUL LESTER BERGSTEN 500
    PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO
    12748 KINSTON PIKE STE 204
    KNOXVILLE,TN37934     		  PUBLIC CHARITY 2021 DONATION 1,500
    POLICE UNITY TOUR INC
    PO BOX 528
    FLORHAM PARK,NJ07932     		  PUBLIC CHARITY BRIAN COLE 500
    PREGNANCY RESOURCE CENTER
    103 STATION DRIVE
    MARYVILLE,TN37804     		  PUBLIC CHARITY 2021 DONATION 300
    PROVISION CARES FOUNDATION INC
    2095 LAKESIDE CENTRE WAY SUITE 101
    KNOXVILLE,TN37922     		  PUBLIC CHARITY 2021 BILL WILLIAMSON HOLE SPONSOR 250
    PROVISION CARES FOUNDATION INC
    2095 LAKESIDE CENTRE WAY SUITE 101
    KNOXVILLE,TN37922     		  PUBLIC CHARITY 7TH ANNUAL BILL WILLIAMSON MEMORIAL GOLF TOURNAMENT 500
    RANDOM ACT OF FLOWERS
    3500 WORKMAN RD STE 101A
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2021 ANNUAL DONATION 1,000
    ROTARY FOUNDATION OF KNOXVILLE
    PO BOX 166
    KNOXVILLE,TN37901     		  PUBLIC CHARITY "SPRING CIRQTACULAR" ACROABAT SPONSORSHIP 5,000
    SECOND HARVEST FOOD BANK
    136 HARVEST LANE
    MARYVILLE,TN37801     		  PUBLIC CHARITY IN MEMORY OF CLARK GEORGE BOYCE JR 4,500
    SEEED INC
    1617 DANDRIDGE AVE
    KNOXVILLE,TN37915     		  PUBLIC CHARITY INNER CITY WORKFORCE DEVELOPMENT PROGRAM 10,000
    SENIOR CITIZEN HOME ASSISTANCE SERVICE
    PO BOX 3025
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2021 ANNUAL KNOXVILLE AWARD 2,500
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2021 JIMMY HYAMS GOLF TOURNEY 350
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2021 FRIENDSHIP DINNER 2,500
    SERTOMA CENTER
    953 HIGHWAY 107
    JONESBOROUGH,TN37659     		  PUBLIC CHARITY 2021 RITAS & FAJITAS 2,500
    SHHS BASEBALL
    1509 JOHN EXUM PRKWY
    JOHNSON CITY,TN37604     		  PUBLIC CHARITY BASEBALL SIGN ADVERTISEMENT 300
    SHRINE CURCUS FUND
    PO BOX 2691
    KNOXVILLE,TN37901     		  PUBLIC CHARITY 2021 ANNUAL CIRCUS 500
    SMOKIN' FOR A CAUSE
    205 NUTWOOD CIRCLE
    KNOXVILLE,TN37934     		  PUBLIC CHARITY SMOKIN' FOR A CAUSE GOLF TOURNAMENT 1,250
    ST JUDE'S CHILDRENS RESEAR
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PUBLIC CHARITY SPONSORSHIP - GREG SIMPSON 400
    STREET HOPE TN
    PO BOX 1170
    POWELL,TN37849     		  PUBLIC CHARITY 2021 HOPE WILL RISE EVENT 2,500
    SURVIVOR FITNESS FOUNDATION
    PO BOX 41434
    NASHVILLE,TN37204     		  PUBLIC CHARITY 2021 FITNESS EVENT / AUGUST DINNER 2,500
    TCSC FOUNDATION
    280 FORT SANDERS WEST BLVD SUITE
    202
    KNOXVILLE,TN37922     		  PUBLIC CHARITY RACE AGAINST CANCER-PACE SETTER PLUS ADDITIONAL 1,450
    TENNESSEE BREAST CANCER COALITION
    106 MISSION COURT STE 602
    FRANKLIN,TN37067     		  PUBLIC CHARITY DONATION - IN HONOR OF SUSAN SMITH 172
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DR
    FRANKLIN,TN37067     		  PUBLIC CHARITY 2021 DONATION 15,000
    THE CHANGE CENTER
    203 HARRIET TUBMAN STREET
    KNOXVILLE,TN37915     		  PUBLIC CHARITY 2021 MULTI-YEAR PLEDGE 5,000
    THE EPISCOPAL SCHOOL OF KNOXVILLE
    950 EPISCOPAL SCHOOL WAY
    KNOXVILLE,TN37932     		  PUBLIC CHARITY 2021 ANNUAL SUPPORT 17,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC200777315     		  PUBLIC CHARITY 2021 ANNUAL DONATION 500
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC200777315     		  PUBLIC CHARITY 2021 HERITAGE DONATION BENEFACTOR 500
    THE KINGS ACADEMY
    202 SMOTHERS ROAD
    SEYMOUR,TN37865     		  PUBLIC CHARITY 2021 ANNUAL DONATION 2,000
    THE LORD'S CHILD
    8729 CHAPMAN HIGHWAY
    KNOXVILLE,TN37920     		  PUBLIC CHARITY 2021 OPERATION BACKPACK 500
    THE MEND HOUSE SOBER LIVING COMMUNITY
    308 KNOX RD
    KNOXVILLE,TN37918     		  PUBLIC CHARITY CAPITAL FUNDRAISER 50,000
    THE RESTORATION HOUSE OF EAST TENNESSEE
    2205 VILLAGE PLACE WAY
    KNOXVILLE,TN37923     		  PUBLIC CHARITY OVER THE EDGE KNOX LANDING ZONE 2,500
    THRIVE LONSDALE
    PO BOX 51611
    KNOXVILLE,TN37950     		  PUBLIC CHARITY 2021 THRIVE MEN'S GOLF TOURNAMENT CORPORATE SPONSOR 1,000
    TN FFA FOUNDATION INC
    PO BOX 5034
    COOKEVILLE,TN385050001     		  PUBLIC CHARITY TN AGRICULTURAL MECHANICS REPAIR AND MAINTENANCE PROFICIENCY 500
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2020 - CORPORATE PLEDGE 15,000
    UNITED WAY OF GREATER KNOXVILLE
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		  PUBLIC CHARITY 2021 - CORPORATE PLEDGE 50,000
    UNIVERSITY OF KENTUCKY PHILANTHROPY
    210 MALABU DR STE 200
    LEXINGTON,KY40502     		  PUBLIC CHARITY 2021 - DEAN'S DISCRETIONARY FUND 1215322800-420100 3,000
    UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN379960650     		  PUBLIC CHARITY UT VETERANS MEMORIAL 10,000
    UT MEDICAL CTR
    2121 MEDICAL CENTER WAY STE 110
    KNOXVILLE,TN37920     		  PUBLIC CHARITY 2020 - MULTI YEAR PLEDGE GRADUATE SCHOOL OF MEDICINE 33,333
    VISIT KNOXVILLE
    301 S GAY ST
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2021 USA CYCLING NATIONAL CHAMPIONSHIP PLEDGE 9,270
    WOMEN'S BASKETBALL HALL OF FAME
    700 HALL OF FAME DRIVE
    KNOXVILLE,TN37915     		  PUBLIC CHARITY INDUCTION 2021 SPONSORSHIP 1,000
    WOMEN'S FUND OF EAST TENNESSEE
    625 MARKET ST SUITE 1300
    KNOXVILLE,TN37902     		  PUBLIC CHARITY 2021 ANNUAL WOMEN'S FUND LUNCHEON 4,600
    YMCA OF EAST TN
    616 JESSAMINE STREET
    KNOXVILLE,TN37917     		  PUBLIC CHARITY 2021 MULTI-YEAR PLEDGE 40,000
    YOKE
    PO BOX 3492
    KNOXVILLE,TN37927     		  PUBLIC CHARITY 2021 YOKE BANQUET EVENT SPONSOR 1,000
    YOUNG LIFE LAKEWAY
    PO BOX 40
    JEFFERSON CITY,TN37760     		  PUBLIC CHARITY LANCE WILD DONATION 1,000
    YOUNG LIFE LAKEWAY
    PO BOX 40
    JEFFERSON CITY,TN37760     		  PUBLIC CHARITY 101 HOLE MARATHON-CHAD BALLINGER 505
    ZOO KNOXVILLE
    3500 KNOXVILLE ZOO DR
    KNOXVILLE,TN37914     		  PUBLIC CHARITY 2021 ZOOFARI 6,000
    Total .................................bullet 3a 1,110,492
    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 ...........     		        81
    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 ............     		    18 420,360  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL INCOME TAX REFUND     		900003 1,803      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 1,803 420,360 81
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    422,244
    (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.)
    1 NOT APPLICABLE
    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
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 1,195,177


    (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) (2021)
    Schedule B (Form 990) (2021)
    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
    		 2,873 SHARES OF ISHARES USA VALUE ETF STOCK $ 300,098 2021-04-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,739 SHARES OF ISHARES US REIT ETF STOCK $ 160,263 2021-06-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 635 SHARES OF VANGUARD TOTAL STOCK MKT ETF STOCK $ 138,363 2021-06-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 3,865 SHARES OF ISHARES MSCI EAFE ETF STOCK $ 299,452 2021-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,233 SHARES OF VANGUARD TOTAL STOCK MKT ETF STOCK $ 297,001 2021-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 0 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE STOCK 298,466 297,696

    TY 2021 OtherDecreasesSchedule
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Description Amount
    BOOK-TAX DIFFERENCE ON SALE OF DONATED SECURITIES 419,957


    TY 2021 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
    TAXABLE EXPENDITURES TO FORM 4720 5,896 0 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL INCOME TAX REFUND 1,803   0


    TY 2021 SubstantialContributorsSch
    Name:
    STOWERS MACHINERY FOUNDATION INC
    EIN:
    82-5114045
    Name Address
    HARRY W STOWERS JR 8733 INLET DRIVE
    KNOXVILLE,TN37922