Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
TUCKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9337 BRADMORE LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OOLTEWAH, TN37363
A Employer identification number

62-1603398
B Telephone number (see instructions)

(423) 756-1202
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$92,427,651J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,769 5,521  
4 Dividends and interest from securities... 2,092,918 2,090,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,605,825
b Gross sales price for all assets on line 6a 11,024,291
7 Capital gain net income (from Part IV, line 2)... 1,605,825
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
List of Attached Documents:
// Content
158,078 172,483  
12 Total. Add lines 1 through 11........ 3,863,590 3,874,656  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,970 50,985   50,985
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 7,939 3,970   3,969
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
203,814 101,907   101,907
17 Interest............... 59,153 59,153   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
115,018 8,823   10
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
List of Attached Documents:
// Content
352,939 342,607   10,332
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 840,833 567,445   167,203
25 Contributions, gifts, grants paid....... 4,326,542 4,326,542
26 Total expenses and disbursements. Add lines 24 and 25 5,167,375 567,445   4,493,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,303,785
b Net investment income (if negative, enter -0-) 3,307,211
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,398,409 1,248,006 1,248,006
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 35,993,608 Click to see attachment
List of Attached Documents:
// Content
34,457,111 		49,351,470
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,358,756 Click to see attachment
List of Attached Documents:
// Content
32,930,210 		41,826,423
14 Land, buildings, and equipment: basis right arrow23,308
Less: accumulated depreciation (attach schedule) right arrow21,556 1,752 Click to see attachment
List of Attached Documents:
// Content
1,752 		1,752
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 69,752,525 68,637,079 92,427,651
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)...... 2,570,500 2,570,500
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,570,500 2,570,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 67,182,025 66,066,579
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 67,182,025 66,066,579
30 Total liabilities and net assets/fund balances (see instructions). 69,752,525 68,637,079
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
67,182,025
2
Enter amount from Part I, line 27a .....................
2
-1,303,785
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
216,132
4
Add lines 1, 2, and 3 ..........................
4
66,094,372
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
27,793
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
66,066,579
Form 990-PF (2022)
Form 990-PF (2022)
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 GT EMERGING MARKETS P    
b GT EMERGING MARKETS P    
c PALLADIAN PARTNERS IX P    
d PALLADIAN PARTNERS IX P    
e KT PARTNERS P    
KT PARTNERS P    
PRIVATE EQUITY X P    
PRIVATE EQUITY X P    
GT OFFSHORE P    
JP MORGAN - 004 P    
JP MORGAN - 004 P    
JP MORGAN - 0001 P    
JP MORGAN - 0001 P    
JP MORGAN - 0001 P    
TRUIST - 7294 P    
TRUIST - 7294 P    
TRUIST - 7294 P    
TRUIST - 7294 P    
GT OFFSHORE P    
HEADLANDS CAPITAL P    
HEADLANDS CAPITAL P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,020     11,020
b 17,695     17,695
c 9,211     9,211
d 194,914     194,914
e 115,395     115,395
    33,965 -33,965
    112 -112
    4,800 -4,800
13,622     13,622
576,573   598,890 -22,317
602,737   599,890 2,847
180,587   201,925 -21,338
128,116   125,538 2,578
25     25
1,704,996   1,930,177 -225,181
6,045,928   4,791,015 1,254,913
10,974   13,932 -2,958
1,337,603   1,048,265 289,338
74,829     74,829
    65,460 -65,460
    4,497 -4,497
66     66
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       11,020
b       17,695
c       9,211
d       194,914
e       115,395
      -33,965
      -112
      -4,800
      13,622
      -22,317
      2,847
      -21,338
      2,578
      25
      -225,181
      1,254,913
      -2,958
      289,338
      74,829
      -65,460
      -4,497
      66
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 1,605,825
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 45,970
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 45,970
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 45,970
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 67,205
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 82,205
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 36,227
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow36,227 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowNA
14
The books are in care ofright arrowPAM CUZZORT Telephone no.right arrow (423) 664-2107

Located atright arrow9337 BRADMORE LANEOOLTEWAHTN ZIP+4right arrow37363
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAMELA K CUZZORT SECRETARY/TREASURER
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
LAVINIA J JOHNSTON TRUSTEE
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
DAVID Y SMITH PRESIDENT
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
GILLIAN E JOHNSTON TRUSTEE
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
ROBERT T JOHNSTON TRUSTEE
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
KATHERINE TUDOR TRUSTEE
1.00 		0 0 0
9337 BRADMORE LANE
OOLTEWAH,TN37363
AMY MOORE VICE PRESIDENT
1.00 		97,137 2,970 14,111
9337 BRADMORE LANE
OOLTEWAH,TN37363
MATTHEW D BENTLEY TRUSTEE
1.00 		0 0 0
636 OLD ALABAMA HWY
MCDONALD,TN37353
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
89,139,384
b
Average of monthly cash balances.......................
1b
1,653,385
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
90,792,769
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
90,792,769
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,361,892
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
89,430,877
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,471,544
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,471,544
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
45,970
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
1,378
c
Add lines 2a and 2b............................
2c
47,348
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,424,196
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,424,196
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,424,196
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
4,493,745
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,493,745
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,424,196
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 497,769
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,493,745
a Applied to 2021, but not more than line 2a 497,769
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 2022 distributable amount..... 3,995,976
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		428,220
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID SMITH
9337 BRADMORE LANE
OOLTEWAH,TN37363
(423) 664-2107
bThe form in which applications should be submitted and information and materials they should include:
THERE IS NO SPECIFIED FORMAT REQUIRED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY FOCUSED IN HAMILTON AND BRADLEY COUNTIES OF EAST TENNESSEE AND ATLANTA, GEORGIA, BUT THEY ARE NOT LIMITED TO THESE LOCALES.
Form 990-PF (2022)
Form 990-PF (2022)
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

AMATEUR RIDERS CLUB OF AMERICA INC

PO BOX 1877
MIDDLEBURG,VA20118 		  PC GENERAL SUPPORT 500

ARTSBUILD

301 E 11TH STREET SUITE 300
CHATTANOOGA,TN37403 		  PC GENERAL SUPPORT - IMAGINE ARTS PROJECT 3,000

BETHEL BIBLE VILLAGE

PO BOX 729
HIXSON,TN37343 		  PC GENERAL SUPPORT - HOPE PROGRAM 15,000

BIG HORN EDUCATION FUND

PO BOX 615
BIG HORN,WY82833 		  PC GENERAL SUPPORT 5,000

BOISE STATE UNIVERSITY

1910 UNIVERSITY DRIVE
BOISE,ID83725 		  PC SCHOLARSHIP - CAMERON BROWN 6,694

BOYS & GIRLS CLUBS OF CHATTANOOGA

PO BOX 11567
CHATTANOOGA,TN37401 		  PC GENERAL SUPPORT - AFTERSCHOOL FEEDS 17,500

BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION

PO BOX 4354
CLEVELAND,TN37320 		  SO GENERAL SUPPORT - VIRTUAL PROGRAMS 55,000

BRIGHT SCHOOL

1950 MCDADE LN
CHATTANOOGA,TN37405 		  PC GENERAL SUPPORT 50,000

BROOKE USA INC

2333 ALEXANDRIA DRIVE
LEXINGTON,KY40504 		  PC GENERAL SUPPORT 5,000

BUFFALO BILL CENTER OF THE WEST

720 SHERIDAN AVE
CODY,WY82414 		  PC GENERAL SUPPORT - INTERNSHIP PROGRAM 138,644

CHATTANOOGA CHRISTIAN SCHOOL

3354 CHARGER DRIVE
CHATTANOOGA,TN37409 		  PC GENERAL SUPPORT/NEIGHBORHOOD K-5 MICRO SCHOOLS: THE KING SCHOOL 50,000

CHATTANOOGA GIRLS LEADERSHIP ACADEMY

PO BOX 3859
CHATTANOOGA,TN37404 		  PC GENERAL SUPPORT - ACADEMIC INTERVENTION 1,000

CHATTANOOGA SYMPHONY

736 GEORGIA AVE SUITE 101
CHATTANOOGA,TN37402 		  PC GENERAL SUPPORT 11,000

CITY FIELDS

1075 BLYTHE AVE SE
CLEVELAND,TN37311 		  PC GENERAL SUPPORT - CAREER CONNECTS 30,000

CLEVELAND STATE COMMUNITY COLLEGE

PO BOX 3570
CLEVELAND,TN37320 		  PC ANNUAL SUPPORT 2,000

ERLANGER HEALTH SYSTEMS FOUNDATION

975 E 3RD ST SUITE B-508
CHATTANOOGA,TN37403 		  PC CHILDREN'S HOSPITAL CAMPAIGN 200,000

FAIR HILL FOUNDATION INC

PO BOX 1324
ELKTON,MD21922 		  PC GENERAL SUPPORT 2,000

FIRST THINGS FIRST

620 LINDSAY STREET SUITE 100
CHATTANOOGA,TN37403 		  PC GENERAL SUPPORT 30,000

GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC

821 CORPORATE DRIVE
LEXINGTON,KY40503 		  PC GENERAL SUPPORT 10,000

HUNTER MUSEUM OF ART

10 BLUFF VIEW
CHATTANOOGA,TN37403 		  PC GENERAL SUPPORT 5,000

JOE W JACKSON MEMORIAL SCHOLARSHIPCFGC

1400 WILLIAMS STREET
CHATTANOOGA,TN37408 		  PC GENERAL SUPPORT - JOE JACKSON SCHOLARSHIP 10,000

JUNIOR ACHIEVEMENT OF THE OCOEE REGION

PO BOX 2202
CLEVELAND,TN37320 		  PC GENERAL SUPPORT 5,000

KENTUCKY HORSE PARK FOUNDATION

4075 IRON WORKS PARKWAY
LEXINGTON,KY40511 		  PC GENERAL SUPPORT 2,000

LEE UNIVERSITY

1120 N OCOEE STREET
CLEVELAND,TN37311 		  PC GENERAL SUPPORT - STRING THEORY 60,000

LOOKOUT MOUNTAIN CONSERVANCY

PO BOX 76
LOOKOUT MOUNTAIN,TN37350 		  PC GENERAL SUPPORT - HOWARD SCHOOL 140,000

MCCOY FARM AND GARDEN

PO BOX 443
SIGNAL MOUNTAIN,TN37377 		  PC FURTHER IMPROVEMENTS TO MCCOY FARM & GARDENS 45,000

METROPOLITAN MINISTRIES INC (METMIN)

4001 ROSSVILLE BOULEVARD
CHATTANOOGA,TN37407 		  PC GENERAL SUPPORT 45,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVENUE
SARATOGA SPRINGS,NY12866 		  PC GENERAL SUPPORT 10,000

NATIONAL SPORTING LIBRARY INCORPORATED

PO BOX 1335
MIDDLEBURG,VA20118 		  PC GENERAL SUPPORT 2,500

NORTHSIDE NEIGHBORHOOD HOUSE

211 MINOR STREET
CHATTANOOGA,TN37405 		  PC GENERAL SUPPORT 15,000

ON POINT

4509 HIXSON PIKE 1
HIXSON,TN37343 		  PC GENERAL SUPPORT 266,700

OPEN SPACE INSTITUTE LAND TRUST

1350 BROADWAY SUITE 201
NEW YORK,NY10018 		  PC GENERAL SUPPORT - SOUTHERN APPALACHIA LAND PROTECTION FUND 250,000

PLACE OF HOPE INC

9078 ISAIAH LANE
PALM BEACH,FL33416 		  PC HUMAN SOCIAL SERVICES / COMPREHENSIVE CHILD WELFARE PROGRAMS 25,000

POLO PLAYERS SUPPORT GROUP

11924 FOREST HILL BLVD SUITE
10-A-287
WELLINGTON,FL33414 		  PC GENERAL SUPPORT 5,000

POLO TRAINING FOUNDATION

852 E ROAD
LOXAHATCHEE,FL33470 		  PC GENERAL SUPPORT 2,000

RETIRED RACEHORSE PROJECT

3357 HAZELWOOD ROAD
EDGEWATER,MD21037 		  PC GENERAL SUPPORT 5,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC HURRICANE IAN RELIEF 10,000

SHERIDAN COMMUNITY LAND TRUST

PO BOX 7185
SHERIDAN,WY82801 		  PC GENERAL SUPPORT 15,000

SHERIDAN COUNTY RODEO

PO BOX 279
SHERIDAN,WY82801 		  NC GNERAL SUPPORT 300

SKYUKA HALL

5600 BRAINERD ROAD
CHATTANOOGA,TN37411 		  PC SUPPORTING NEED-BASED FAMILIES 25,000

ST ANDREW'S - SEWANEE SCHOOL

290 QUINTARD ROAD
SEWANEE,TN37375 		  PC SCHOLARSHIP FUND 10,000

THE BRINTON MUSEUM

PO BOX 460
BIG HORN,WY82833 		  PC ARTS, HUMANITIES, CULTURE - GENERAL SUPPORT 50,000

THE CARING PLACE

PO BOX 5334
CLEVELAND,TN37320 		  PC CARE CENTER BUILDING PROJECT 60,000

THE CENTENARY

PO BOX 208
CHATTANOOGA,TN37404 		  PC GENERAL SUPPORT FOR THE CENTENARY AT WHITE OAK UMC 30,000

THE FOOD GROUP INC

PO BOX 6702
SHERIDAN,WY82801 		  PC WEEKEND FOOD BAGS 15,000

THE LAND TRUST FOR TENNESSEE

1216 E MAIN ST
CHATTANOOGA,TN37404 		  PC WALDEN'S RIDGE PARK PROJECT 225,000

THE UNIVERSITY OF THE SOUTH

735 UNIVERSITY AVENUE
SEWANEE,TN37383 		  PC TUCKER FOUNDATION SCHOLARSHIP FUND 50,000

THOROUGHBRED RETIREMENT FOUNDATION

PO BOX 834
SARATOGA SPRINGS,NY12866 		  PC GENERAL SUPPORT 7,500

UNITED WAY OF THE OCOEE REGION

85 SOUTH OCOEE STREET
CLEVELAND,TN37311 		  PC GENERAL SUPPORT - WOMEN UNITED 11,500

UNITY CENTER - A MINISTRY OF BROAD STREET UMC

PO BOX 3
CLEVELAND,TN37364 		  PC SUMMER DAY CAMPS 10,000

UNIVERSITY OF TN

211 STUDENT SERV BLDG
KNOXVILLE,TN37996 		  PC SCHOLARSHIP - HANNAH MOORE 8,530

UNIVERSITY OF WEST GEORGIA

1601 MAPLE ST
CARROLLTON,GA30118 		  PC SCHOLARSHIP - MADISON BRANT 1,481

UT FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37923 		  PC WILDWOOD FARM FUND 200,000

VANDERBILT MEDICAL CENTER

3322 WEST END AVENUE
NASHVILLE,TN37232 		  PC GENERAL SUPPORT 500,000

VINCEREMOS THERAPEUTIC RIDING CENTER INC

13300 6TH COURTH N
LOXAHATCHEE,FL33470 		  PC GENERAL SUPPORT 6,000

YMCA OF METROPOLITAN CHATTANOOGA

301 WEST SIXTH STREET
CHATTANOOGA,TN37402 		  PC YMCA Y-CAP 10,000

YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION

PO BOX 3837
CHATTANOOGA,TN37404 		  PC GENERAL SUPPORT - MONTESSORI ELEMENTARY AT HIGHLAND PARK 250,000

BUILDING AND CONSTRUCTION WORKFORCE CENTER

2225 ROANOKE AVE
CHATTANOOGA,TN37406 		  PC CONSTRUCTION CAREER CENTER 125,000

CALVARY CHAPEL CHATTANOOGA

3415 BROAD STREET
CHATTANOOGA,TN37409 		  PC FOUNDATION PRESCHOOL 25,000

CASA OF BRADLEY & POLK COUNTIES

85 SOUTH OCOEE STREET
CLEVELAND,TN37311 		  PC CASA ADVOCACY CONNECTION BAGS 2,850

CHATTANOOGA ROOM IN THE INN

230 N HIGHLAND PARK AVE
CHATTANOOGA,TN37404 		  PC CHILDREN'S ENRICHMENT PROGRAM 5,000

CLEVELAND PUBLIC LIBRARY FOUNDATION

795 CHURCH STREET NE
CLEVELAND,TN37311 		  PC SUPPORT - THE CREATIVE COTTAGE 52,524

COMMUNITY FOUNDATION OF CLEVELAND AND BRADLEY CO

1796 MT VERNON DR NW
CLEVELAND,TN37311 		  PC GENERAL SUPPORT 817,819

FRANKLIN ACADEMY

4700 FRANKLIN PIKE
NASHVILLE,TN37220 		  PC DRAMA PROGRAM 1,500

HELPING PAWS HEALING HEARTS

3515 BATES PIKE SE
CLEVELAND,TN37323 		  PC HELPING PAWS MENDING HEARTS 2,000

MEDAL OF HONOR HERITAGE CENTER

2 W AQUARIUM WAY SUITE 104
CHATTANOOGA,TN37402 		  PC GENERAL SUPPORT 2,000

MEMORIAL HEALTH CARE SYSTEM FOUNDATION

2525 DE SALES AVENUE
CHATTANOOGA,TN37404 		  PC STROKE AND NEUROSCIENCE CENTER AT CHI MEMORIAL 20,000

MUSEUM CENTER AT 5IVE POINTS

200 INMAN ST E
CLEVELAND,TN37311 		  PC GENERAL SUPPORT 10,000

NATIONAL MUSEUM OF THE MIGHTLY EIGHTH AIR FORCE

175 BOURNE AVE
POOLER,GA31322 		  PC GENERAL SUPPORT 50,000

RONALD MCDONALD CHARITIES

2144 FAIRFAX AVE
NASHVILLE,TN37212 		  PC AUTUMN CHILDREN'S FESTIVAL 10,000

SHERIDAN COUNTY 4-H

1090 DOME LOOP
SHERIDAN,WY82801 		  PC GENERAL SUPPORT - HORSE PROGRAM 1,500

SOUTHEASTERN GRASSLANDS INSTITUTE

PO BOX 4394
CLARKSVILLE,TN37044 		  PC SAVING THE GRASSLANDS OF SE TN 100,000

TEMPLE GWATHMEY STEEPLECHASE FOUNDATION

400 FAIR HILL DR
ELKTON,TN21921 		  PC GENERAL SUPPORT 2,500

TENNESSEE WESLEYAN COLLEGE

204 E COLLEGE ST
ATHENS,TN37303 		  PC RESEARCH FUND 25,000

THE CHATTANOOGA PUBLIC LIBRARY FOUNDATION

1001 BROAD STREET
CHATTANOOGA,TN37402 		  PC AMERICANS AND THE HOLOCAUST PROGRAM 5,000

VOLUNTEERS OF AMERICA NORTHERN ROCKIES

1876 S SHERIDAN AVE
SHERIDAN,WY82801 		  PC CAMP POSTCARD 30,000

YELLOW BIRD INITIATIVES

602 PARLEM DRIVE
CHATTANOOGA,TN37415 		  PC GENERAL SUPPORT 18,000
Total .................................right arrow 3a 4,326,542
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 6,769  
4 Dividends and interest from securities ....     14 2,092,918  
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 .....     01 158,078  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,605,825  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,863,590 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,863,590
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 InvestmentsCorpStockSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Name of Stock End of Year Book Value End of Year Fair Market Value
COCA-COLA EUROPEAN PARTNERS PLC. - LISTED AT COST FOR BOOK VALUE 34,457,111 49,351,470

TY 2022 InvestmentsOtherSchedule2
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GENSPRING AT COST 2,848,148 5,707,282
BESSEMER TRUST AT COST 11,007,015 15,860,211
SILVER SPRING CAPITAL AT COST 3,880,441 5,840,008
HEADLANDS CAPITAL AT COST 486,148 1,094,549
JP MORGAN AT COST 5,028,013 4,974,418
GT OFFSHORE AT COST 1,599,952 1,518,866
GT EMERGING MKTS AT COST 1,204,034 1,102,696
PALLADIAN IX AT COST 732,750 1,146,572
CORE SENIOR OFFSHORE AT COST 604,815 743,349
HARBOURVEST AT COST 198,951 381,280
KT PARTNERS AT COST 2,169,602 2,285,797
GT PRIVATE EQUITY X, LP AT COST 243,960 250,957
GT BIOTECH FUND, LP AT COST 978,473 920,438
BESSEMER EQTY AT COST 1,947,908 0

TY 2022 LandEtcSchedule2
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
DESK-HAYNE 361 361 0  
DESK-AMY 945 945 0  
COMPUTER SOFTWARE 13,500 13,500 0  
PRINTER 134 134 0  
COMPUTER - AMY 1,781 1,781 0  
MACBOOK PRO 13 - AMY 2,125 2,125 0  
APPLE I-PAD PRO - PAM CUZZORT 1,208 1,208 0  
APPLE I-PAD PRO - MATT BENTLEY 1,208 1,208 0  
MICROSOFT SURFACE PRO - DAVID SMITH 917 917 0  
APPLE I-PAD PRO - AMY MOORE 1,129 1,129 0  


TY 2022 OtherDecreasesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Amount
UNREALIZED DEPRECIATION 27,793


TY 2022 OtherExpensesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 878 439   439
EMPLOYEE INSURANCE 8,773 4,387   4,386
GAS & OIL 4,800 2,400   2,400
GT EMERGING MARKETS - EXPENSES 52,166 52,166   0
HEADLANDS CAPITAL - EXPENSES 31,899 31,899   0
HRO PAYROLL SERVICES 420 210   210
INVESTMENT EXPENSE 132,822 132,822   0
OFFICE SUPPLIES 5,363 2,682   2,681
KT PARTNERS - EXPENSES 56,379 56,379   0
CORE SENIOR OFFSHORE FUND - EXPENSES 301 301   0
WORKER'S COMP 432 216   216
GT BIOTECH FUND - EXPENSES 15,564 15,564   0
PALLADIAN PARTNERS IX - EXPENSES 28,404 28,404   0
GT PRIVATE EQUITY X - EXPENSES 14,738 14,738   0


TY 2022 OtherIncomeSchedule2
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HEADLANDS CAPITAL 57,885 57,885 57,885
GT EMERGING MARKETS QP 22,458 22,458 22,458
GT OFFSHORE FUND 76,417 76,417 76,417
PALLADIAN PARTNERS IX -22,312 -22,312 -22,312
KT PARTNERS -22,640 -22,640 -22,640
INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX 0 14,405 0
HARBOURVEST 45,224 45,224 45,224
BIOTECH FUND 802 802 802
PRIVATE EQUITY X 202 202 202
TRUIST 7294 42 42 42


TY 2022 OtherIncreasesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Amount
DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF STOCK CONTRIBUTION 216,132


TY 2022 OtherProfessionalFeesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 203,814 101,907   101,907


TY 2022 TaxesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 8,813 8,813   0
TAXES & LICENSES 20 10   10
FEDERAL INCOME TAX 106,185 0   0