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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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$112,805,684J 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) 106,751,946
2 Check right arrow.............
3 Interest on savings and temporary cash investments 14,043 14,043  
4 Dividends and interest from securities... 408,012 408,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,578,567
b Gross sales price for all assets on line 6a 5,121,218
7 Capital gain net income (from Part IV, line 2)... 2,578,567
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
-8,837 1,662  
12 Total. Add lines 1 through 11........ 109,743,731 3,002,284  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 75,959 1,818   74,141
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
168,319 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
188,120 73,164   114,956
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 432,398 74,982   189,097
25 Contributions, gifts, grants paid....... 13,304,956 13,304,956
26 Total expenses and disbursements. Add lines 24 and 25 13,737,354 74,982   13,494,053
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 96,006,377
b Net investment income (if negative, enter -0-) 2,927,302
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 66,431 71,953 71,953
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow3,000
Less: allowance for doubtful accounts right arrow   3,000 3,000 3,000
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 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) 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)....... 14,364,845 Click to see attachment
List of Attached Documents:
// Content
14,558,544 		14,933,457
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).......... 756,150 Click to see attachment
List of Attached Documents:
// Content
96,563,306 		97,797,274
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,815,426 111,196,803 112,805,684
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  
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,625,000 0
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...........    
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........ 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 15,190,426 111,196,803
29 Total net assets or fund balances (see instructions)..... 15,190,426 111,196,803
30 Total liabilities and net assets/fund balances (see instructions). 16,815,426 111,196,803
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
15,190,426
2
Enter amount from Part I, line 27a .....................
2
96,006,377
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
111,196,803
5
Decreases not included in line 2 (itemize) right arrow
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
111,196,803
Form 990-PF (2023)
Form 990-PF (2023)
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 BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2009-03-23 2023-02-02
b BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2009-03-23 2023-02-02
c BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2009-03-23 2023-02-02
d BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2009-03-23 2023-02-06
e BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2019-03-28 2023-12-14
BERKSHIRE HATHAWAY B - SCHWAB 2129 D 2019-03-28 2023-12-28
FLOWERS FOODS INC - SCHWAB - 2129 D 2009-01-30 2023-05-04
FLOWERS FOODS INC - SCHWAB - 2129 D 1929-01-30 2023-06-22
FLOWERS FOODS INC - SCHWAB - 2129 D 2009-05-28 2023-06-22
FLOWERS FOODS INC - SCHWAB - 2129 D 2009-05-28 2023-06-27
FLOWERS FOODS INC - SCHWAB - 2129 D 2009-05-28 2023-08-25
ALPHABET INC. C - SCHWAB - 2129 D 2016-01-25 2023-09-25
ST GAIN FROM HASLAM FOUNDATION PARTNERSHIP P 2023-01-01 2023-12-31
LT LOSS FROM HASLAM FOUNDATION PARTNERSHIP P 2020-01-01 2023-12-31
1231 GAIN FROM HASLAM FOUNDATIONS PARTNERSHIP P   2023-12-31
(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 94,222   17,163 77,059
b 107,950   19,664 88,286
c 624   114 510
d 107,546   19,891 87,655
e 2,700,953   1,496,160 1,204,793
607,677   339,130 268,547
511,206   172,347 338,859
96,501   37,696 58,805
103,634   39,481 64,153
200,416   76,199 124,217
262,935   103,251 159,684
327,372   90,570 236,802
126     126
    130,985 -130,985
56     56
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       77,059
b       88,286
c       510
d       87,655
e       1,204,793
      268,547
      338,859
      58,805
      64,153
      124,217
      159,684
      236,802
      126
      -130,985
      56
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,578,567
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 40,689
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 40,689
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 40,689
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 42,910
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 63,910
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 23,221
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow23,221 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2023 or the taxable year beginning in 2023? 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
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 arrowN/A
14
The books are in care ofright arrowHF CAPITAL LLC ATTN JENNIFER OSWAL Telephone no.right arrow (865) 500-4327

Located atright arrowPO BOX 1831KNOXVILLETN ZIP+4right arrow37901
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
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
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
50,730,617
b
Average of monthly cash balances.......................
1b
69,190
c
Fair market value of all other assets (see instructions)................
1c
14,836,602
d
Total (add lines 1a, b, and c).........................
1d
65,636,409
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
65,636,409
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
984,546
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,651,863
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,232,593
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
3,232,593
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,689
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,689
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,191,904
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,191,904
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
3,191,904
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
13,494,053
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
13,494,053
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,191,904
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 613,814
b From 2019...... 416,880
c From 2020...... 679,583
d From 2021...... 6,037,605
e From 2022...... 9,188,470
f Total of lines 3a through e ........ 16,936,352
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,494,053
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,191,904
e Remaining amount distributed out of corpus 10,302,149
5 Excess distributions carryover applied to 2023. 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 27,238,501
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		613,814
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		26,624,687
10 Analysis of line 9:
a Excess from 2019.... 416,880
b Excess from 2020.... 679,583
c Excess from 2021.... 6,037,605
d Excess from 2022.... 9,188,470
e Excess from 2023.... 10,302,149
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

REDEEMER CITY TO CITY

57 W 57TH S 4TH FLOOR
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 995,371

KNOXVILLE HABITAT FOR HUMANITY

1501 WASHINGTON AVE
KNOXVILLE,TN37917 		NONE PC CONTRIBUTION OF 834 SHARES OF "GOOG" FROM BCH FOUNDATION SCHWAB ACCOUNT 99,609

CEDAR SPRINGS PRESBYTERIAN CHURCH

9132 KINGSTON PIKE
KNOXVILLE,TN37923 		NONE PC GENERAL OPERATING SUPPORT 298,867

HISTORIC TENNESSEE THEATRE FOUNDATION IN

612 S GAY ST
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 486,300

CEDAR SPRINGS PRESBYTERIAN CHURCH

9132 KINGSTON PIKE
KNOXVILLE,TN37923 		NONE PC GENERAL OPERATING SUPPORT 298,218

TEACH FOR AMERICA INC

25TH BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 596,436

UNIVERSITY HEALTH SYSTEMS INC

2121 MEDICAL CENTER WAT SUITE 200
KNOXVILLE,TN37920 		NONE PC GENERAL OPERATING SUPPORT 7,763

THE UNIVERSITY OF TENNESSEE FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		NONE PC GENERAL OPERATING SUPPORT 171,188

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL OPERATING SUPPORT 89,598

THE UNIVERSITY OF TENNESSEE FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		NONE PC GENERAL OPERATING SUPPORT 1,630,179

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL OPERATING SUPPORT 1,086,786

PIVOT SCHOOL IMPROVEMENT LEADERS

922 MAIN STREET STE C BOX 311
NASHVILLE,TN37206 		NONE PC SUPPORT FOR GENERAL OPERATIONS 100,000

KNOXVILLE MUSEUM OF ART

1050 WORLDS FAIR PARK DR
KNOXVILLE,TN37916 		NONE PC KICK-OFF TO SUMMER 2023 BENEFACTOR SPONSOR 5,000

DAYSTAR COUNSELING MINISTRIES INC

1681 N COLLEGE AVE
BLOOMINGTON,IN47404 		NONE PC IN HONOR OF BEN GATLIN 1,000

RANDOM ACTS OF FLOWERS

NATIONAL 2936 MIDDLEBROOK PIKE
KNOXVILLE,TN37921 		NONE PC GARDEN PARTY SPONSORSHIP 2,500

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GLOBAL GIVING CIRCLE 10,000

ST MARY'S EPISCOPAL SCHOOL

71 N PERKINS RD
MEMPHIS,TN38117 		NONE PC GENERAL OPERATING SUPPORT 5,000

KNOX EDUCATION FOUNDATION

505 SUMMER PL UTT 385
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 135,000

NASHVILLE TEACHER RESIDENCY

1224 MARTIN ST
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING FUNDS 45,000

PERSIST NASHVILLE INC

41 PEABODY ST
NASHVILLE,TN37210 		NONE PC GENERAL OPERATING SUPPORT 40,000

CENTRO HISPANO DE EAST TENNESSEE

2455 SUTHERLAND AVE
KNOXVILLE,TN37919 		NONE PC POSTSECONDARY PROGRAMMING EVALUATION 35,000

GIRL TALK INC

625 MARKET ST 1301
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 25,000

MENTAL HEALTH AMERICA OF THE MIDSOUTH

446 METROPLEX DR SUITE A-224
NASHVILLE,TN37211 		NONE PC JACK C. MASSEY LEADERSHIP AWARD 5,000

RESTORATION HOUSE OF EAST TENNESSEE

2205 VILLAGE PLACE WAY
KNOXVILLE,TN37923 		NONE PC OLIVE TREE EARLY LEARNING ACADEMY 100,000

ROCKEFELLER PHIANTHROPY ADVISORS

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		NONE PC GENERAL OPERATING SUPPORT 2,500

FRIENDS OF CHATTANOOGA PREP INC

1849 UNION AVE
CHATTANOOGA,TN37404 		NONE PC GENERAL OPERATING SUPPORT 15,000

EMERALD YOUTH FOUNDATION

1014 HEISKELL AVENUE
KNOXVILLE,TN37921 		NONE PC LEGACY DINNER 2,500

KNOX EDUCATION FOUNDATION

505 SUMMER PL UTT 385
KNOXVILLE,TN37902 		NONE PC TRAVEL EXPENSES 633

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL OPERATING SUPPORT 15,000

AMERICAN RED CROSS

6921 MIDDLEBROOK PIKE
KNOXVILLE,TN37909 		NONE PC GENERAL OPERATING SUPPORT 10,000

UNIVERSITY HEALTH SYSTEMS INC

2121 MEDICAL CENTER WAT SUITE 200
KNOXVILLE,TN37920 		NONE PC EMERGENCY & TRAUMA SERVICES 1,000,000

TENNESSEE CHARTER SCHOOL CENTER

1033 DEMONBREUN ST 300
NASHVILLE,TN37203 		NONE PC POLICY MANUAL 19,000

KNOX EDUCATION FOUNDATION

505 SUMMER PL UTT 385
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 169,175

ARTS & CULTURE ALLIANCE

PO BOX 2506
KNOXVILLE,TN37901 		NONE PC GENERAL OPERATING SUPPORT 1,000

BECK CULTURAL EXCHANGE CENTER

1927 DANDRIDGE AVE
KNOXVILLE,TN37915 		NONE PC GENERAL OPERATING SUPPORT 1,000

BOYS & GIRLS CLUBS IN TENNESSEE

967 IRWIN ST
KNOXVILLE,TN37917 		NONE PC GENERAL OPERATING SUPPORT 15,000

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DRIVE
ORLANDO,FL32832 		NONE PC GENERAL OPERATING SUPPORT 1,500

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DRIVE
ORLANDO,FL32832 		NONE PC GENERAL OPERATING SUPPORT 10,000

CARE CUTS OF KNOXVILLE

519 WILLIAMS ST
KNOXVILLE,TN37917 		NONE PC GENERAL OPERATING SUPPORT 2,000

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 20,000

COLLEGIATE ABBEY INC

7712 BENNINGTON DR
KNOXVILLE,TN37909 		NONE PC GENERAL OPERATING SUPPORT 7,500

COMMUNITY COALITION AGAINST HUMAN TRAFFIC

PO BOX 20937
KNOXVILLE,TN37940 		NONE PC GENERAL OPERATING SUPPORT 5,000

CORE LEADERSHIP

249 AYER RD
HARVARD,MA01451 		NONE PC GENERAL OPERATING SUPPORT 5,000

DAYSTAR COUNSELING MINISTRIES INC

1681 N COLLEGE AVE
BLOOMINGTON,IN47404 		NONE PC GENERAL OPERATING SUPPORT 10,000

EMERALD YOUTH FOUNDATION

1014 HEISKELL AVENUE
KNOXVILLE,TN37921 		NONE PC GENERAL OPERATING SUPPORT 200,000

FOSTERING HOPE TN INC

637 CHAPEL POINT LANE
KNOXVILLE,TN37934 		NONE PC GENERAL OPERATING SUPPORT 2,000

FRIENDS OF CHATTANOOGA PREP INC

1849 UNION AVE
CHATTANOOGA,TN37404 		NONE PC MOVING EXPENSE 15,000

BOY SCOUTS OF AMERICA TRUST

4930 ENTERPRISE DR NW
WARREN,OH44481 		NONE PC GENERAL OPERATING SUPPORT 6,500

HABITAT FOR HUMANITY INTERNATIONAL INC

PO BOX 233
CASSVILLE,MO65625 		NONE PC GENERAL OPERATING SUPPORT 10,000

HOPE RESOURCE CENTER

2700 PAINTER AVE SW
KNOXVILLE,TN37919 		NONE PC GENERAL OPERATING SUPPORT 3,000

IJAMS NATURE CENTER INC

2915 ISLAND HOME AVE
KNOXVILLE,TN37920 		NONE PC GENERAL OPERATING SUPPORT 5,000

INTERVARSITY CHRISTIAN FELLOWSHIP

635 SCIENCE DRIVE
MADISON,WI53707 		NONE PC GENERAL OPERATING SUPPORT 5,000

JONI AND FRIENDS

30009 LADYFACE COURT
AGOURA HILLS,CA91301 		NONE PC GENERAL OPERATING SUPPORT 5,000

JUNIOR ACHIEVEMENT OF EAST TENNESSEE

2135 N CHARLES G SEIVERS BLVD
CLINTON,TN37716 		NONE PC GENERAL OPERATING SUPPORT 10,000

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

202 SMOTHERS RD
SEYMOUR,TN37865 		NONE PC GENERAL OPERATING SUPPORT 150,000

KNOX AREA RESCUE MINISTRIES

PO BOX 3310
KNOXVILLE,TN37927 		NONE PC GENERAL OPERATING SUPPORT 5,000

KNOX COMMUNITY GARDENS & GROWERS ALLIANCE

5617 LYONS VIEW PIKE
KNOXVILLE,TN37919 		NONE PC GENERAL OPERATING SUPPORT 25,000

FRIENDS OF KNOX COUNTY PUBLIC LIBRARY

500 W CHURCH AVE
KNOXVILLE,TN37902 		NONE PC KNOX COUNTY IMAGINATION LIBRARY 5,000

KNOX EDUCATION FOUNDATION

505 SUMMER PL UTT 385
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 150,000

KNOXVILLE LEADERSHIP FOUNDATION

318 N GAY ST 210
KNOXVILLE,TN37917 		NONE PC FOR DOUG BANISTER 30,000

KNOX YOUTH SPORTS INC

PO BOX 52363
KNOXVILLE,TN37950 		NONE PC GENERAL OPERATING SUPPORT 5,000

KNOXVILLE INNER CITY KIDS OUTREACH

1022 ELM ST
KNOXVILLE,TN37921 		NONE PC GENERAL OPERATING SUPPORT 5,000

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

LEADERSHIP TENNESSEE

813 FOXBORO CT
BRENTWOOD,TN37027 		NONE PC GENERAL OPERATING SUPPORT 10,000

LEGACY PARKS FOUNDATION

900 VOLUNTEER LANDING LANE
KNOXVILLE,TN37915 		NONE PC GENERAL OPERATING SUPPORT 1,000

MUSEUM OF APPALACHIA

2819 ANDERSONVILLE HWY
CLIFTON,TN37716 		NONE PC GENERAL OPERATING SUPPORT 1,000

PRISON FELLOWSHIP MINISTRIES

44180 RIVERSIDE PARKWAY
LANSDOWNE,VA20176 		NONE PC GENERAL OPERATING SUPPORT 5,000

REDBIRD MINISTRIES

429 WANDERING TRL
FRANKLIN,TN37067 		NONE PC GENERAL OPERATING SUPPORT 4,000

REFORMED EVANGELISTIC FELLOWSHIP

100 5TH STE 330
BRISTOL,TN37620 		NONE PC GENERAL OPERATING SUPPORT 3,000

SAFE FAMILIES FOR CHILDREN

4839 W IRVING PARK RD
CHICAGO,IL60641 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE SALVATION ARMY

440 WEST NYACK RD
WEST NYACK,NY10994 		NONE PC GENERAL OPERATING SUPPORT 5,000

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 25,000

TENNESSEE SCORE

215 UNIVERSITY PKWY
JOHNSON CITY,TN37604 		NONE PC GENERAL OPERATING SUPPORT 50,000

THE NEXT DOOR

402 22ND AVENUE N
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING SUPPORT 5,000

THE SYCAMORE INSTITUTE

511 UNION ST STE 540
NASHVILLE,TN37219 		NONE PC GENERAL OPERATING SUPPORT 10,000

UNITED WAY OF GREATER KNOXVILLE INC

1301 HANNAH AVE
KNOXVILLE,TN37921 		NONE PC GENERAL OPERATING SUPPORT 150,000

UNITED WAY OF GREATER KNOXVILLE INC

1301 HANNAH AVE
KNOXVILLE,TN37921 		NONE PC DESIGNATED FOR CHATTANOOGA 10,000

THE UNIVERSITY OF TENNESSEE FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		NONE PC FRANK H. MCCLUNG MUSEUM 1,000

THE DIOCESE OF THE MID-ATLANTIC

14854 GIDEON DRIVE
WOODBRIDGE,VA22192 		NONE PC GENERAL OPERATING SUPPORT 10,000

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063 		NONE PC GENERAL OPERATING SUPPORT 360

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063 		NONE PC GENERAL OPERATING SUPPORT 20,000

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL OPERATING SUPPORT 58,500

FULTON HIGH SCHOOL

2509 N BROADWAY
KNOXVILLE,TN37917 		NONE PC 2023 CONTRIBUTION TO THE FULTON FOUNDATION 5,000

CEDAR SPRINGS PRESBYTERIAN CHURCH

9132 KINGSTON PIKE
KNOXVILLE,TN37923 		NONE PC ANNUAL Y/E CONTRIBUTIONS - 2023 1,782

AMERICAN RED CROSS

6921 MIDDLEBROOK PIKE
KNOXVILLE,TN37909 		NONE PC TIFFANY CIRCLE 10,000

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL OPERATING SUPPORT 23,617

SEARCH MINISTRIES

PO BOX 165029
FORTH WORTH,TX76161 		NONE PC HOME OFFICE 20,000

SEARCH MINISTRIES

PO BOX 165029
FORTH WORTH,TX76161 		NONE PC GENERAL OPERATING SUPPORT 10,000

NATIONAL CHRISTIAN FOUNDATION

11625 RAINWATER DR STE 500
ALPHARETTA,GA30009 		NONE PC GENERAL OPERATING SUPPORT 250,000

CARDUS INC

24155 DRAKE RD 200
FARMINGTON HILLS,MI48335 		NONE PC MAGAZINE 10,000

HELEN ROSS MCNABB

5302 BALL CAMP PIKE
KNOXVILLE,TN37921 		NONE PC DOMESTIC VIOLENCE TRANSITIONAL HOUSING 50,000

CMC INITIATIVE INC

11625 RAINWATER DR STE 500
ALPHARETTA,GA30009 		NONE PC GENERAL OPERATING SUPPORT 15,000

TNACHIEVES

PO BOX 2723
KNOXVILLE,TN37901 		NONE PC KNOX ACHIEVES ACCESS PILOT 75,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PL PMB 407
NASHVILLE,TN37240 		NONE PC TERA SCHOOL LEADERSHIP PROJECT 200,000

TNACHIEVES

PO BOX 2723
KNOXVILLE,TN37901 		NONE PC GENERAL OPERATING SUPPORT 75,000

CEDAR SPRINGS PRESBYTERIAN CHURCH

9132 KINGSTON PIKE
KNOXVILLE,TN37923 		NONE PC BUILDING IMPROVEMENT CAMPAIGN 1,133

LAKESHORE PARK

116 AGNES RD
KNOXVILLE,TN37919 		NONE PC GENERAL OPERATING SUPPORT 15,558

REDEEMER CITY TO CITY

57 W 57TH S 4TH FLOOR
NEW YORK,NY10019 		NONE PC GENERAL OPERATING SUPPORT 4,629

HISTORIC TENNESSEE THEATRE FOUNDATION IN

612 S GAY ST
KNOXVILLE,TN37902 		NONE PC GENERAL OPERATING SUPPORT 13,700

METRO DRUG COALITION

530 W FIFTH AVE
KNOXVILLE,TN37917 		NONE PC GENERAL OPERATING SUPPORT 100,000

FAMILY INVESTMENT FOUNDATION

PO BOX 3550
KNOXVILLE,TN37927 		NONE PC TRANSFORMING WESTERN HEIGHTS 100,000

EMERALD YOUTH FOUNDATION

1014 HEISKELL AVENUE
KNOXVILLE,TN37921 		NONE PC INVESTMENT IN CITY YOUTH BASEBALL AND SOFTBALL 115,000

EAST TENNESSEE CHILDREN'S HOSPITAL

2018 W CLINCH AVE
KNOXVILLE,TN37916 		NONE PC GENERAL OPERATING SUPPORT 150,000

LEGACY PARKS FOUNDATION

900 VOLUNTEER LANDING LANE
KNOXVILLE,TN37915 		NONE PC VETERAN'S MEMORIAL PARK 66,667

MEMPHIS TEACHER RESIDENCY INC

PO BOX 40713
MEMPHIS,TN38174 		NONE PC MEMPHIS LITERACY INSTITUTE 100,000

LANGHAM PARTNERSHIP

PO BOX 189
CAVE CREEK,AZ85327 		NONE PC ALL IN FOR THE GLOBAL CHURCH GROWTH CAMPAIGN 150,000

GORDON CONWELL THEOLOGICAL SEMINARY

130 ESSEX ST
SOUTH HAMILTON,MA01982 		NONE PC LEIGHTON FORD ENDOWED CHAIR 66,667

HELEN ROSS MCNABB

5302 BALL CAMP PIKE
KNOXVILLE,TN37921 		NONE PC DOMESTIC VIOLENCE TRANSITIONAL HOUSING 50,000

CMC INITIATIVE INC

11625 RAINWATER DR STE 500
ALPHARETTA,GA30009 		NONE PC GENERAL OPERATING SUPPORT 15,000

CENTER FOR CHRISTIANITY AND PUBLIC LIFE

5730 COTTONWORTH AVE 10417
BALTIMORE,MA21209 		NONE PC SUPPORT FOR OPERATIONS 100,000

TEACH FOR AMERICA INC

25TH BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC IGNITE TUTORING 3,564

THE UNIVERSITY OF TENNESSEE FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		NONE PC HASLAM COLLEGE NAMING ENDOWMENT 798,633

MARYVILLE COLLEGE

502 E LAMAR ALEXANDER PKWY
MARYVILLE,TN37804 		NONE PC GENERAL OPERATING SUPPORT 250,000

THE UNIVERSITY OF TENNESSEE FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37921 		NONE PC MY ALL CAMPAIGN 664,666

TRINITY FORUM INC

1000 VERMONT AVE NW STE 900
WASHINGTON,DC20005 		NONE PC PETE WEHNER SUPPORT 10,000

URBAN INSTITUTE

500 LENFANT PLAZA SW
WASHINGTON,DC20024 		NONE PC GENERAL OPERATING SUPPORT 10,000

LEIGHTON FORD MINISTRIES

4029 DOVES ROOST CT
CHARLOTTE,NC28211 		NONE PC GENERAL OPERATING SUPPORT 2,500

TRINITY FORUM INC

1000 VERMONT AVE NW STE 900
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 7,500

WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS

1300 PENNSYLVANIA AVE
WASHINGTON,DC20004 		NONE PC GENERAL OPERATING SUPPORT 50,000

RELAY GRADUATE SCHOOL OF EDUCATION

1140 3RD ST NE
WASHINGTON,DC20002 		NONE PC KNOX CO SCHOOLS - RELAY PARTNERSHIP 47,415

LAKESHORE PARK

116 AGNES RD
KNOXVILLE,TN37319 		NONE PC GENERAL OPERATING SUPPORT 984,442
Total .................................right arrow 3a 13,304,956
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 14,043  
4 Dividends and interest from securities ....     14 408,012  
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 .....     14 1,662  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,578,567  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBI FROM PASSTHROUGH 		  -10,499      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -10,499 3,002,284 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,991,785
(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 (2023)
Form 990-PF (2023)
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 (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 106,751,946


(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) (2023)
Schedule B (Form 990) (2023)
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 STOCK $ 106,751,946 2023-12-31
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 14,558,544 14,933,457

TY 2023 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 96,563,306 97,797,274

TY 2023 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
CONSULTING 112,650 0   112,650
LICENSES AND PERMITS 20 5   15
OTHER DEDUCTIONS FROM K-1 72,395 72,395   0
DUES AND SUBSCRIPTIONS 2,806 702   2,104
MISCELLANEOUS 249 62   187


TY 2023 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 1,662 1,662 1,662
UBI FROM PASSTHROUGH -10,499 0 -10,499


TY 2023 TaxesSchedule
Name:
BILL AND CRISSY HASLAM FOUNDATION
EIN:
62-1867423
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 168,319 0   0