Form990-PF
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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
BILL AND CRISSY HASLAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1831
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, TN37901
A Employer identification number

62-1867423
B Telephone number (see instructions)

(865) 500-4327
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$17,239,383J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,936,406
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,530 19,300  
4 Dividends and interest from securities... 275,654 275,113  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,744,694
b Gross sales price for all assets on line 6a 5,566,266
7 Capital gain net income (from Part IV, line 2)... 4,744,694
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 22,702 969  
12 Total. Add lines 1 through 11........ 7,998,986 5,040,076  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 33,308 8,327   24,981
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 78,836 18,535   60,301
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,000 6,250   18,750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 89,565 22,391   67,174
23 Other expenses (attach schedule)....... Click to see attachment 156,997 104,362   52,636
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 383,706 159,865   223,842
25 Contributions, gifts, grants paid....... 7,179,474 7,179,474
26 Total expenses and disbursements. Add lines 24 and 25 7,563,180 159,865   7,403,316
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 435,806
b Net investment income (if negative, enter -0-) 4,880,211
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............. 490,404 364,851 364,851
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet3,000
Less: allowance for doubtful accounts bullet   3,000 3,000 3,000
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 1,625,000 1,625,000 1,625,000
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)....... 14,128,356 Click to see attachment14,489,807 14,489,807
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).......... 0 Click to see attachment199,908 756,725
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) 16,246,760 16,682,566 17,239,383
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)...... 1,625,000 1,625,000
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,625,000 1,625,000
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 14,621,760 15,057,566
29 Total net assets or fund balances (see instructions)..... 14,621,760 15,057,566
30 Total liabilities and net assets/fund balances (see instructions). 16,246,760 16,682,566
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
14,621,760
2
Enter amount from Part I, line 27a .....................
2
435,806
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,057,566
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,057,566
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 LT GAIN ON 32,250 SHARES OF AAPL STOCK P 2021-12-20 2021-12-22
b ST GAIN FROM HASLAM FOUNDATION PARTNERSHIP P   2021-12-31
c LT GAIN FROM HASLAM FOUNDATION PARTNERSHIP P   2021-12-31
d 1231 GAIN FROM HASLAM FOUNDATION PARTNERSHIP P   2021-12-31
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 5,428,189   821,572 4,606,617
b 6,338     6,338
c 129,748     129,748
d 1,991     1,991
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       4,606,617
b       6,338
c       129,748
d       1,991
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 4,744,694
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 67,835
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 67,835
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,324
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,324
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 808
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 42,319
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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
    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. ...............................
    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 addressbulletN/A
    14
    The books are in care ofbulletHF CAPITAL LLC ATTN JENNIFER OSWAL Telephone no.bullet (865) 500-4327

    Located atbulletPO BOX 1831KNOXVILLETN ZIP+4bullet37901
    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
    WILLIAM E HASLAM PRESIDENT & DIRECTOR
    0.50     		0 0 0
    PO BOX 1831
    KNOXVILLE,TN37901
    CRISTEN G HASLAM VICE PRESIDENT & DIRECTOR
    0.50     		0 0 0
    PO BOX 1831
    KNOXVILLE,TN37901
    JENNIFER OSWALT SECRETARY, TREASURER, & DIRECTOR
    0.50     		0 0 0
    PO BOX 1831
    KNOXVILLE,TN37901
    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
    2,073
    b
    Average of monthly cash balances.......................
    1b
    476,004
    c
    Fair market value of all other assets (see instructions)................
    1c
    14,830,825
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,308,902
    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
    15,308,902
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    229,634
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,079,268
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    753,963
    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
    753,963
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    67,835
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    67,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    686,128
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    686,128
    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
    686,128
    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 7 686,128
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 679,583
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 567,818
    b From 2017...... 499,862
    c From 2018...... 613,814
    d From 2019...... 416,880
    e From 2020...... 679,583
    f Total of lines 3a through e ........ 2,777,957
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,403,316
    a Applied to 2020, but not more than line 2a 679,583
    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..... 686,128
    e Remaining amount distributed out of corpus 6,037,605
    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 8,815,562
    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) ...     		567,818
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		8,247,744
    10 Analysis of line 9:
    a Excess from 2017.... 499,862
    b Excess from 2018.... 613,814
    c Excess from 2019.... 416,880
    d Excess from 2020.... 679,583
    e Excess from 2021.... 6,037,605
    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).)
    WILLIAM E HASLAM
    CRISTEN G HASLAM
    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:
    JENNIFER OSWALT
    PO BOX 1831
    KNOXVILLE,TN37901
    (865) 500-4327
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A WRITTEN REQUEST STATING THE AMOUNT AND PURPOSE OF THE REQUEST, INCLUDING MOST RECENT AUDITED FINANCIAL STATEMENT, AND A COPY OF THE TAX-EXEMPT RULING.
    cAny submission deadlines:
    MAY 31 AND NOVEMBER 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY AWARDED TO TAX-EXEMPT 501(C)(3) ORGANIZATIONS; PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE EAST TENNESSEE AREA.
    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
    AMERICAN RED CROSS
    6921 MIDDLEBROOK PIKE
    KNOXVILLE,TN37909     		NONE PC IN HONOR OF TIFFANY CIRCLE 10,000
    ARTS & CULTURE ALLIANCE
    PO BOX 2506
    KNOXVILLE,TN37901     		NONE PC GENERAL OPERATING SUPPORT 1,000
    AURORA COLLEGIATE ACADEMY
    4841 SUMMER AVE
    MEMPHIS,TN38122     		NONE PC GENERAL OPERATING SUPPORT 200
    AURORA COLLEGIATE ACADEMY
    4841 SUMMER AVE
    MEMPHIS,TN38122     		NONE PC SUPPORT FOR TUTORING PROGRAMS 3,750
    AURORA COLLEGIATE ACADEMY
    4841 SUMMER AVE
    MEMPHIS,TN38122     		NONE PC GENERAL OPERATING SUPPORT 1,210
    BECK CULTURAL EXCHANGE CENTER
    1927 DANDRIDGE AVE
    KNOXVILLE,TN37915     		NONE PC GENERAL OPERATING SUPPORT 1,000
    BLOODWATER MISSION
    1108 MCKENNIE AVE SUITE 290
    NASHVILLE,TN37206     		NONE PC GENERAL OPERATING SUPPORT 15,000
    BOY SCOUTS OF AMERICA TRUST
    4930 ENTERPRISE DR NW
    WARREN,OH44481     		NONE PC FRIENDS OF SCOUTING 6,500
    BOYS & GIRLS CLUBS IN TENNESSEE
    967 IRWIN ST
    KNOXVILLE,TN37917     		NONE PC GENERAL OPERATING SUPPORT 4,880
    BOYS & GIRLS CLUBS IN TENNESSEE
    967 IRWIN ST
    KNOXVILLE,TN37917     		NONE PC SUPPORT FOR TUTORING PROGRAMS 69,750
    BOYS & GIRLS CLUBS IN TENNESSEE
    967 IRWIN ST
    KNOXVILLE,TN37917     		NONE PC GENERAL OPERATING SUPPORT 42,460
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832     		NONE PC LEOPOLDS - NEW YORK #0609179 20,000
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832     		NONE PC IN HONOR OF HANK MARSHMAN 1,500
    CEDAR SPRINGS PRESBYTERIAN CHURCH
    9132 KINGSTON PIKE
    KNOXVILLE,TN37923     		NONE PC GENERAL FUND 125,000
    CEDAR SPRINGS PRESBYTERIAN CHURCH
    9132 KINGSTON PIKE
    KNOXVILLE,TN37923     		NONE PC MISSIONS 150,000
    CENTRO HISPANO DE EAST TENNESSEE
    2455 SUTHERLAND AVE
    KNOXVILLE,TN37919     		NONE PC SUPPORT FOR PROGRAM EVALUATION 35,000
    CHICAGO HOPE ACADEMY
    2189 W BOWLER ST
    CHICAGO,IL60612     		NONE PC GENERAL OPERATING SUPPORT 3,000
    CHRIST PRESBYTERIAN CHURCH
    10825 YARNELL RD
    KNOXVILLE,TN37932     		NONE PC GENERAL OPERATING SUPPORT 30,000
    COLLEGIATE ABBEY INC
    7712 BENNINGTON DR
    KNOXVILLE,TN37909     		NONE PC GENERAL OPERATING SUPPORT 3,000
    COMMUNITY COALITION AGAINST HUMAN TRAFFIC
    PO BOX 20937
    KNOXVILLE,TN37940     		NONE PC GENERAL OPERATING SUPPORT 5,000
    DAYSTAR COUNSELING MINISTRIES INC
    1681 N COLLEGE AVE
    BLOOMINGTON,IN47404     		NONE PC IN HONOR OF JANE SMITH 5,000
    EAST TENNESSEE CHILDREN'S HOSPITAL
    2018 W CLINCH AVE
    KNOXVILLE,TN37916     		NONE PC GENERAL OPERATING SUPPORT 150,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC GENERAL OPERATING SUPPORT 240
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC SUPPORT FOR TUTORING PROGRAMS 4,125
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC GENERAL OPERATING SUPPORT 335
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC GENERAL OPERATING SUPPORT 100,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC FACILITY IMPROVEMENTS TO CLAUDE WALKER PARK 280,000
    EMERALD YOUTH FOUNDATION
    1014 HEISKELL AVENUE
    KNOXVILLE,TN37921     		NONE PC SUPPORT FOR CITY YOUTH BASEBALL AND SOFTBALL 75,000
    FREEDOM PREPARATORY ACADEMY
    136 WEBSTER AVE
    MEMPHIS,TN38126     		NONE PC GENERAL OPERATING SUPPORT 80
    FREEDOM PREPARATORY ACADEMY
    136 WEBSTER AVE
    MEMPHIS,TN38126     		NONE PC SUPPORT FOR TUTORING PROGRAMS 750
    FREEDOM PREPARATORY ACADEMY
    136 WEBSTER AVE
    MEMPHIS,TN38126     		NONE PC GENERAL OPERATING SUPPORT 210
    FRIENDS OF KNOX COUNTY PUBLIC LIBRARY
    500 W CHURCH AVE
    KNOXVILLE,TN37902     		NONE PC KNOX COUNTY IMAGINATION LIBRARY 5,000
    GIRLS INC OF CHATTANOOGA
    4505 BRAINERD RD STE110
    CHATTANOOGA,TN37411     		NONE PC BACKGROUND CHECK REIMBURSEMENT 80
    GIRLS INC OF CHATTANOOGA
    4505 BRAINERD RD STE110
    CHATTANOOGA,TN37411     		NONE PC SUPPORT FOR TUTORING PROGRAMS 1,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    PO BOX 233
    CASSVILLE,MO65625     		NONE PC GENERAL OPERATING SUPPORT 10,000
    INSTRUCTION PARTNERS
    604 GALLATIN AVE STE 202
    NASHVILLE,TN37206     		NONE PC GENERAL OPERATING SUPPORT 75,000
    INSTRUCTION PARTNERS
    604 GALLATIN AVE STE 202
    NASHVILLE,TN37206     		NONE PC GENERAL OPERATING SUPPORT 125,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    635 SCIENCE DRIVE
    MADISON,WI53707     		NONE PC IN HONOR OF JULIAN RESSE - UT 3,000
    JONI AND FRIENDS
    30009 LADYFACE COURT
    AGOURA HILLS,CA91301     		NONE PC GENERAL OPERATING SUPPORT 5,000
    JUNIOR LEAGUE OF KNOXVILLE INC
    PO BOX 1428
    KNOXVILLE,TN37901     		NONE PC COMMUNITY CIRCLE 1,000
    KIDS ACROSS AMERICA
    2036 TIMBERLAKE RD
    BRANSON,MO65616     		NONE PC GENERAL OPERATING SUPPORT 5,000
    KING'S ACADEMY NASHVILLE
    4930 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		NONE PC GENERAL OPERATING SUPPORT 100,000
    KIPP NASHVILLE
    123 DOUGLAS AVE
    NASHVILLE,TN37207     		NONE PC GENERAL OPERATING SUPPORT 240
    KIPP NASHVILLE
    123 DOUGLAS AVE
    NASHVILLE,TN37207     		NONE PC SUPPORT FOR TUTORING PROGRAMS 4,500
    KIPP NASHVILLE
    123 DOUGLAS AVE
    NASHVILLE,TN37207     		NONE PC GENERAL OPERATING SUPPORT 1,540
    KNOX AREA RESCUE MINISTRIES
    PO BOX 3310
    KNOXVILLE,TN37927     		NONE PC GENERAL OPERATING SUPPORT 5,000
    KNOX EDUCATION FOUNDATION
    505 SUMMER PL UTT 385
    KNOXVILLE,TN37902     		NONE PC GENERAL OPERATING SUPPORT 65,104
    KNOX YOUTH SPORTS INC
    PO BOX 52363
    KNOXVILLE,TN37950     		NONE PC GENERAL OPERATING SUPPORT 5,000
    KNOXVILLE INTERNATIONALS NETWORK
    PO BOX 31052
    KNOXVILLE,TN37930     		NONE PC GENERAL OPERATING SUPPORT 20,000
    KNOXVILLE MUSEUM OF ART
    1050 WORLDS FAIR PARK DR
    KNOXVILLE,TN37916     		NONE PC GENERAL OPERATING SUPPORT 10,000
    KNOXVILLE OPERA COMPANY
    612 EAST DEPOT AVENUE
    KNOXVILLE,TN37917     		NONE PC GENERAL OPERATING SUPPORT 5,000
    KNOXVILLE SYMPHONY SOCIETY INC
    100 S GAY ST STE 302
    KNOXVILLE,TN37902     		NONE PC GENERAL OPERATING SUPPORT 12,500
    LAKESHORE PARK
    116 AGNES RD
    KNOXVILLE,TN37919     		NONE PC GENERAL OPERATING SUPPORT 1,000,000
    LEADERSHIP TENNESSEE
    813 FOXBORO CT
    BRENTWOOD,TN37027     		NONE PC GENERAL OPERATING SUPPORT 1,000
    LEGACY PARKS FOUNDATION
    900 VOLUNTEER LANDING LANE
    KNOXVILLE,TN37915     		NONE PC GENERAL OPERATING SUPPORT 1,000
    LEIGHTON FORD MINISTRIES
    4029 DOVES ROOST CT
    CHARLOTTE,NC28211     		NONE PC GENERAL OPERATING SUPPORT 2,500
    LIBERTAS SCHOOL OF MEMPHIS
    3777 EDENBURG DR
    MEMPHIS,TN38127     		NONE PC GENERAL OPERATING SUPPORT 400
    LIBERTAS SCHOOL OF MEMPHIS
    3777 EDENBURG DR
    MEMPHIS,TN38127     		NONE PC SUPPORT FOR TUTORING PROGRAMS 4,800
    MEMPHIS BUSINESS ACADEMY
    2450 FRAYSER BLVD
    MEMPHIS,TN38127     		NONE PC GENERAL OPERATING SUPPORT 640
    MEMPHIS BUSINESS ACADEMY
    2450 FRAYSER BLVD
    MEMPHIS,TN38127     		NONE PC SUPPORT FOR TUTORING PROGRAMS 10,500
    MEMPHIS BUSINESS ACADEMY
    2450 FRAYSER BLVD
    MEMPHIS,TN38127     		NONE PC GENERAL OPERATING SUPPORT 2,180
    MEMPHIS COLLEGE PREP
    1500 DUNN AVE
    MEMPHIS,TN38106     		NONE PC GENERAL OPERATING SUPPORT 120
    MEMPHIS COLLEGE PREP
    1500 DUNN AVE
    MEMPHIS,TN38106     		NONE PC SUPPORT FOR TUTORING PROGRAMS 1,500
    MEMPHIS COLLEGE PREP
    1500 DUNN AVE
    MEMPHIS,TN38106     		NONE PC GENERAL OPERATING SUPPORT 460
    MEMPHIS TEACHER RESIDENCY INC
    PO BOX 40713
    MEMPHIS,TN38174     		NONE PC MEMPHIS LITERACY INSTITUTE 66,500
    MUSEUM OF APPALACHIA
    2819 ANDERSONVILLE HWY
    CLIFTON,TN37716     		NONE PC GENERAL OPERATING SUPPORT 1,000
    NASHVILLE TEACHER RESIDENCY
    1224 MARTIN ST
    NASHVILLE,TN37203     		NONE PC MATH AND SCIENCE TEACHER RESIDENTS 45,000
    NATIONAL CHRISTIAN FOUNDATION
    11625 RAINWATER DR STE 500
    ALPHARETTA,GA30009     		NONE PC GENERAL OPERATING SUPPORT 500,000
    NEW VENTURE FUND
    1828 L ST NW STE 300A
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 50,000
    OPERATION ANDREW GROUP
    2021 21ST AVE S STE 100
    NASHVILLE,TN37212     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PEER POWER FOUNDATION
    850 RIDGE LAKE BLVD STE 1
    MEMPHIS,TN38120     		NONE PC SUPPORT FOR TUTORING PROGRAMS 48,500
    PERSIST NASHVILLE INC
    41 PEABODY ST
    NASHVILLE,TN37210     		NONE PC GENERAL OPERATING SUPPORT 30,000
    PRESTON TAYLOR MINISTRIES
    4014 INDIANA AVE
    NASHVILLE,TN37209     		NONE PC GENERAL OPERATING SUPPORT 160
    PRESTON TAYLOR MINISTRIES
    4014 INDIANA AVE
    NASHVILLE,TN37209     		NONE PC SUPPORT FOR TUTORING PROGRAMS 3,000
    PRISON FELLOWSHIP MINISTRIES
    44180 RIVERSIDE PARKWAY
    LANSDOWNE,VA20176     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PROJECT TRANSFORMATION
    4024 CARUTH BLVD
    DALLAS,TX75225     		NONE PC GENERAL OPERATING SUPPORT 880
    PROJECT TRANSFORMATION
    4024 CARUTH BLVD
    DALLAS,TX75225     		NONE PC SUPPORT FOR TUTORING PROGRAMS 17,250
    PROJECT TRANSFORMATION
    4024 CARUTH BLVD
    DALLAS,TX75225     		NONE PC GENERAL OPERATING SUPPORT 6,750
    PROMISE ACADEMY
    1346 BRYAN ST
    MEMPHIS,TN38108     		NONE PC GENERAL OPERATING SUPPORT 200
    PROMISE ACADEMY
    1346 BRYAN ST
    MEMPHIS,TN38108     		NONE PC SUPPORT FOR TUTORING PROGRAMS 6,750
    PROMISE ACADEMY
    1346 BRYAN ST
    MEMPHIS,TN38108     		NONE PC GENERAL OPERATING SUPPORT 3,570
    PUTNAM COUNTY FAMILY YOUNG MENS CHRISTIAN
    235 RAIDER DR
    COOKEVILLE,TN38501     		NONE PC GENERAL OPERATING SUPPORT 160
    PUTNAM COUNTY FAMILY YOUNG MENS CHRISTIAN
    235 RAIDER DR
    COOKEVILLE,TN38501     		NONE PC SUPPORT FOR TUTORING PROGRAMS 3,000
    PUTNAM COUNTY FAMILY YOUNG MENS CHRISTIAN
    235 RAIDER DR
    COOKEVILLE,TN38501     		NONE PC GENERAL OPERATING SUPPORT 1,000
    RANDOM ACTS OF FLOWERS
    NATIONAL 2936 MIDDLEBROOK PIKE
    KNOXVILLE,TN37921     		NONE PC GENERAL OPERATING SUPPORT 1,000
    REDBIRD MINISTRIES
    429 WANDERING TRL
    FRANKLIN,TN37067     		NONE PC IN HONOR OF BILLY CERVENY 4,000
    REFORMED EVANGELISTIC FELLOWSHIP
    100 5TH STE 330
    BRISTOL,TN37620     		NONE PC IN HONOR OF BURT BOYKIN 3,000
    REFORMED UNIVERSITY FELLOWSHIP
    100 5TH STE 330
    BRISTOL,TN37620     		NONE PC IN HONOR OF LEWIS LOVETT - WASHINGTON & LEE UNIVERSITY 5,000
    RESTORATION HOUSE OF EAST TENNESSEE
    2205 VILLAGE PLACE WAY
    KNOXVILLE,TN37923     		NONE PC EARLY EDUCATION MODEL 10,000
    SAFE FAMILIES FOR CHILDREN
    4839 W IRVING PARK RD
    CHICAGO,IL60641     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SERTOMA CENTER INC
    1400 E 5TH AVE
    KNOXVILLE,TN37917     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SHOW HOPE
    PO BOX 647
    FRANKLIN,TN37065     		NONE PC GENERAL OPERATING SUPPORT 3,000
    TEACH FOR AMERICA INC
    25TH BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL OPERATING SUPPORT 25,000
    TELEMACHUS FOUNDATION INC
    21 DEMPSEY LN
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING SUPPORT 20,000
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DRIVE
    FRANKLIN,TN37067     		NONE PC GENERAL OPERATING SUPPORT 44,500
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DRIVE
    FRANKLIN,TN37067     		NONE PC GENERAL OPERATING SUPPORT 30,000
    TENNESSEE SCORE
    215 UNIVERSITY PKWY
    JOHNSON CITY,TN37604     		NONE PC CHARTER SCHOOLS DONATION 50,000
    TENNESSEE SCORE
    215 UNIVERSITY PKWY
    JOHNSON CITY,TN37604     		NONE PC GENERAL OPERATING SUPPORT 40,000
    THE BETHLEHEM CENTER
    520 N CLEVELAND AVE
    WINSTON SALEM,NC27101     		NONE PC GENERAL OPERATING SUPPORT 160
    THE BETHLEHEM CENTER
    520 N CLEVELAND AVE
    WINSTON SALEM,NC27101     		NONE PC SUPPORT FOR TUTORING PROGRAMS 3,750
    THE BETHLEHEM CENTER
    520 N CLEVELAND AVE
    WINSTON SALEM,NC27101     		NONE PC GENERAL OPERATING SUPPORT 1,210
    THE MEND HOUSE SOBER LIVING COMMUNITY FOR
    308 KNOX RD
    KNOXVILLE,TN37918     		NONE PC GENERAL OPERATING SUPPORT 25,000
    THE NEXT DOOR
    402 22ND AVENUE N
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING SUPPORT 5,000
    THE SALVATION ARMY
    440 WEST NYACK RD
    WEST NYACK,NY10994     		NONE PC GENERAL OPERATING SUPPORT 5,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37921     		NONE PC FRANK H. MCCLUNG MUSEUM 1,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37921     		NONE PC CHRISTINE GARRETT SCHOLARSHIP ENDOWMENT 37,500
    THE UNIVERSITY OF TENNESSEE FOUNDATION
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37921     		NONE PC CENTER FOR EDUCATIONAL LEADERSHIP FUND 85,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37921     		NONE PC HASLAM COLLEGE NAMING ENDOWMENT 2,600,000
    TNACHIEVES
    PO BOX 2723
    KNOXVILLE,TN37901     		NONE PC GENERAL OPERATING SUPPORT 75,000
    TRINITY FORUM INC
    1000 VERMONT AVE NW STE 900
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATING SUPPORT 5,000
    UNITED WAY OF GREATER KNOXVILLE INC
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		NONE PC GENERAL OPERATING SUPPORT 130,000
    UNITED WAY OF GREATER KNOXVILLE INC
    1301 HANNAH AVE
    KNOXVILLE,TN37921     		NONE PC DESIGNATED FOR CHATTANOOGA 10,000
    URBAN INSTITUTE
    500 LENFANT PLAZA SW
    WASHINGTON,DC20024     		NONE PC GENERAL OPERATING SUPPORT 10,000
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PL PMB 407
    NASHVILLE,TN37240     		NONE PC TERA SCHOOL LEADERSHIP PROJECT 300,000
    VOLUNTEER MINISTRY CENTER INC
    PO BOX 27406
    KNOXVILLE,TN37927     		NONE PC GENERAL OPERATING SUPPORT 25,000
    WEBB SCHOOL OF KNOXVILLE
    9800 WEBB SCHOOL LANE
    KNOXVILLE,TN37923     		NONE PC GENERAL OPERATING SUPPORT 25,000
    WOODROW WILSON INT'L CENTER FOR SCHOLARS
    ONE WOODROW WILSON PLAZA 1300
    PENNSYLVANIA AVE
    WASHINGTON,DC20004     		NONE PC GENERAL OPERATING SUPPORT 35,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PC GENERAL OPERATING SUPPORT 720
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PC CHRISTIAN OUTREACH 20,000
    YMCA OF DYER COUNTY
    120 MCGAUGHEY ST E
    DYERSBURG,TN38024     		NONE PC GENERAL OPERATING SUPPORT 120
    YMCA OF DYER COUNTY
    120 MCGAUGHEY ST E
    DYERSBURG,TN38024     		NONE PC GENERAL OPERATING SUPPORT 4,040
    YMCA OF EAST TENNESSEE INC
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING SUPPORT 320
    YMCA OF EAST TENNESSEE INC
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC SUPPORT FOR TUTORING PROGRAMS 6,000
    YMCA OF EAST TENNESSEE INC
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING SUPPORT 3,000
    YMCA OF METROPOLITAN CHATTANOOGA
    301 W 6TH ST
    CHATTANOOGA,TN37402     		NONE PC GENERAL OPERATING SUPPORT 280
    YMCA OF METROPOLITAN CHATTANOOGA
    301 W 6TH ST
    CHATTANOOGA,TN37402     		NONE PC SUPPORT FOR TUTORING PROGRAMS 9,000
    YMCA OF METROPOLITAN CHATTANOOGA
    301 W 6TH ST
    CHATTANOOGA,TN37402     		NONE PC GENERAL OPERATING SUPPORT 3,120
    YMCA OF MIDDLE TN
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING SUPPORT 280
    YMCA OF MIDDLE TN
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC SUPPORT FOR TUTORING PROGRAMS 2,250
    YMCA OF MIDDLE TN
    1000 CHURCH ST
    NASHVILLE,TN37203     		NONE PC GENERAL OPERATING SUPPORT 1,750
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901     		NONE PC GENERAL OPERATING SUPPORT 73,500
    YOUTH ENCOURAGEMENT SERVICES
    6750 E EXPOSITION AVE
    DENVER,CO80224     		NONE PC GENERAL OPERATING SUPPORT 120
    YOUTH ENCOURAGEMENT SERVICES
    6750 E EXPOSITION AVE
    DENVER,CO80224     		NONE PC SUPPORT FOR TUTORING PROGRAMS 5,250
    YOUTH ENCOURAGEMENT SERVICES
    6750 E EXPOSITION AVE
    DENVER,CO80224     		NONE PC GENERAL OPERATING SUPPORT 1,830
    Total .................................bullet 3a 7,179,474
    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 19,530  
    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 4,744,694  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUBI FROM PASSTHROUGH     		  18,733      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 18,733 5,043,847 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,062,580
    (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
    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
    BILL AND CRISSY HASLAM FOUNDATION
     
    Employer identification number

    62-1867423
    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
    BILL AND CRISSY HASLAM FOUNDATION
          		Employer identification number
    62-1867423
    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
    WILLIAM E HASLAM
     
    PO BOX 1831
     
    KNOXVILLE, TN37901

    		$ 2,936,406


    (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
    BILL AND CRISSY HASLAM FOUNDATION
          		Employer identification number

    62-1867423
    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
    		 SHARES OF AAPL STOCK $ 6,268,797 2021-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BILL AND CRISSY HASLAM FOUNDATION
          		Employer identification number

    62-1867423
    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 GeneralExplanationAttachment
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Identifier Return Reference Explanation
      FORM 990, SCHEDULE B, PART I THIS RETURN IS BEING AMENDED TO CORRECT THE COST BASIS OF CONTRIBUTED APPLE STOCK DURING 2021. THE ORIGINAL RETURN INCORRECTLY REPORTED THE CONTRIBUTION AT FAIR MARKET VALUE. THIS AMENDED RETURN HAS BEEN CORRECTED TO REPORT THE TOTAL CONTRIBUTION AT CARRYOVER COST BASIS.
      FORM 990-PF, PART IV THIS RETURN IS BEING AMENDED TO CORRECT THE GAIN ON SALE OF APPLE STOCK CONTRIBUTED DURING THE YEAR. THE ORIGINAL RETURN INCORRECTLY REPORTED THE CONTRIBUTION AT FAIR MARKET VALUE AND RECOGNIZED A SHORT-TERM LOSS ON SALE. THIS AMENDED RETURN HAS BEEN CORRECTED TO REPORT THE CONTRIBUTION AT CARRYOVER COST BASIS AND RECOGNIZES A LONG-TERM GAIN ON SALE.
      FORM 990-PF, PART II THE END-OF-YEAR BALANCE OF LINE 13, INVESTMENTS - OTHER, HAS BEEN AMENDED TO REPORT THE COST BASIS OF CONTRIBUTED APPLE STOCK IN COLUMN (B) BOOK VALUE. THE ORIGINAL RETURN INCORRECTLY REPORTED THE END-OF-YEAR FAIR MARKET VALUE OF THE CONTRIBUTED STOCK IN COLUMN (B). AS A RESULT, THE TOTAL BOOK VALUE OF ASSETS HAS DECREASED.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENT IN HASLAM FOUNDATIONS PARTNERSHIP 14,489,807 14,489,807

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB SECURITIES AT COST 199,908 756,725

    TY 2021 LegalFeesSchedule
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 33,308 8,327   24,981


    TY 2021 OtherExpensesSchedule
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 15 4   11
    CONSULTING 22,400 5,600   16,800
    CONTRACT LABOR 42,000 10,500   31,500
    LICENSES AND PERMITS 20 5   15
    MISCELLANEOUS EXPENSE 146 37   110
    SUMMER INTERN 5,600 1,400   4,200
    OTHER DEDUCTIONS FROM K-1 86,816 86,816   0


    TY 2021 OtherIncomeSchedule2
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM PASSTHROUGH 969 969 969
    OTHER INCOME 3,000 0 3,000
    UBI FROM PASSTHROUGH 18,733 0 18,733


    TY 2021 TaxesSchedule
    Name:
    BILL AND CRISSY HASLAM FOUNDATION
    EIN:
    62-1867423
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 25,000 6,250   18,750