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
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$120,565,950J 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 45,982 45,982  
4 Dividends and interest from securities... 2,350,451 2,349,156  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,045,560
b Gross sales price for all assets on line 6a 5,509,799
7 Capital gain net income (from Part IV, line 2)... 1,045,560
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
208,076 208,076  
12 Total. Add lines 1 through 11........ 3,650,069 3,648,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,163 54,582   54,582
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 8,486 4,243   4,243
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
208,317 104,159   104,158
17 Interest............... 89,545 89,545   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,150 5,822   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
414,199 397,641   16,558
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 869,860 655,992   179,551
25 Contributions, gifts, grants paid....... 4,500,951 4,500,951
26 Total expenses and disbursements. Add lines 24 and 25 5,370,811 655,992   4,680,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,720,742
b Net investment income (if negative, enter -0-) 2,992,782
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............. 1,248,006 1,102,542 1,102,542
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)....... 34,457,111 Click to see attachment
List of Attached Documents:
// Content
32,228,776 		55,071,060
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).......... 32,930,210 Click to see attachment
List of Attached Documents:
// Content
32,275,050 		64,392,348
14 Land, buildings, and equipment: basis right arrow23,308
Less: accumulated depreciation (attach schedule) right arrow23,308 1,752 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,637,079 65,606,368 120,565,950
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 50
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,570,500 50
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........... 66,066,579 65,606,318
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)..... 66,066,579 65,606,318
30 Total liabilities and net assets/fund balances (see instructions). 68,637,079 65,606,368
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
66,066,579
2
Enter amount from Part I, line 27a .....................
2
-1,720,742
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,263,775
4
Add lines 1, 2, and 3 ..........................
4
65,609,612
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,294
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
65,606,318
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 GT BIOTECK FUND LP P    
b GT BIOTECK FUND LP P    
c GT EMERGING MARKETS QP LP P    
d GT EMERGING MARKETS QP LP P    
e GT PRIVATE EQUITY X LP P    
GT PRIVATE EQUITY X LP P    
HEANDLAND CAPITAL P    
HEANDLAND CAPITAL P    
PALLADIAN PARTNERS IX LP P    
PALLADIAN PARTNERS IX LP P    
KT PARTNERS P    
KT PARTNERS P    
JP MORGAN - 5001 P    
JP MORGAN - 0001 P    
JP MORGAN - 0001 P    
JP MORGAN - 6001 P    
TRUIST BANK - 7294 P    
TRUIST BANK - 7294 P    
TRUIST BANK - 7294 P    
TRUIST BANK - 7294 P    
GT OFFSHORE FUND LTD P    
GT OFFSHORE FUND LTD P    
TRUIST BANK - 7294 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 27,682     27,682
b 31,414     31,414
c       0
d       0
e 181     181
    4,951 -4,951
    559 -559
    76,722 -76,722
64     64
    11,226 -11,226
37,130     37,130
46,294     46,294
132,958   134,018 -1,060
789,426   689,078 100,348
302,448   296,727 5,721
25,094   26,813 -1,719
579,180   558,462 20,718
1,853,907   1,309,461 544,446
669,445   697,980 -28,535
983,812   658,242 325,570
      0
27,000     27,000
1,882     1,882
1,882     1,882
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       27,682
b       31,414
c       0
d       0
e       181
      -4,951
      -559
      -76,722
      64
      -11,226
      37,130
      46,294
      -1,060
      100,348
      5,721
      -1,719
      20,718
      544,446
      -28,535
      325,570
      0
      27,000
      1,882
      1,882
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 1,045,560
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 41,600
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 41,600
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 41,600
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 49,081
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,081
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 27,481
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow27,481 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
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 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 arrowHTTPS://THETUCKERFOUNDATION.ORG/
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 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)
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 		103,289 13,197 4,800
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 (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
96,288,595
b
Average of monthly cash balances.......................
1b
1,552,858
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
97,841,453
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
97,841,453
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,467,622
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
96,373,831
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,818,692
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
4,818,692
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,600
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,783
c
Add lines 2a and 2b............................
2c
46,383
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,772,309
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,772,309
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
4,772,309
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
4,680,502
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
4,680,502
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 4,772,309
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 428,220
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,680,502
a Applied to 2022, but not more than line 2a 428,220
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..... 4,252,282
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		520,027
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
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 (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

AMATEUR RIDERS CLUB OF AMERICA INC

PO BOX 1877
MIDDLEBURG,VA20118 		  PC GENERAL SUPPORT 1,000

ARTSBUILD

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

BETHEL BIBLE VILLAGE

PO BOX 729
HIXSON,TN37343 		  PC GENERAL SUPPORT - ELIMINATING BARRIERES TO SUCCESS 20,000

BIG HORN EDUCATION FUND

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

BOYS & GIRLS CLUBS OF CHATTANOOGA

PO BOX 11567
CHATTANOOGA,TN37401 		  PC GENERAL SUPPORT - AFTERSCHOOL HEALTHY HABITS 35,000

BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION

PO BOX 4354
CLEVELAND,TN37320 		  SO GENERAL SUPPORT - STRATEGIC GROWTH WITH VISION FOR IMPACT 38,340

BROOKE USA INC

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

CHATTANOOGA CHRISTIAN SCHOOL

3354 CHARGER DRIVE
CHATTANOOGA,TN37409 		  PC GENERAL SUPPORT/NEIGHBORHOOD K-5 MICRO SCHOOLS SCHOLARSHIPS 65,000

CHATTANOOGA ROOM IN THE INN

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

CHATTANOOGA SYMPHONY

736 GEORGIA AVE SUITE 101
CHATTANOOGA,TN37402 		  PC GENERAL SUPPORT - YOUNG PEOPLE'S CONCERTS - INCLUDING ALL-ACCESSIBLE 15,000

CITY FIELDS

1075 BLYTHE AVE SE
CLEVELAND,TN37311 		  PC GENERAL SUPPORT - WORKFORCE DEVELOPMENT TRAINING PROGRAM 30,000

CLEVELAND STATE COMMUNITY COLLEGE

PO BOX 3570
CLEVELAND,TN37320 		  PC GENERAL SUPPORT 1,000

COMMUNITY FOUNDATION OF CLEVELAND AND BRADLEY CO

1796 MT VERNON DR NW
CLEVELAND,TN37311 		  PC OPERATIONAL SUPPORT AND FUTURE GRANTS 2,185,157

FAIR HILL FOUNDATION INC

PO BOX 1324
ELKTON,MD21922 		  PC GENERAL SUPPORT 1,000

FIRST THINGS FIRST

620 LINDSAY STREET SUITE 100
CHATTANOOGA,TN37403 		  PC GENERAL SUPPORT - SABILIZING LOW-INCOME AND AT-RISK NONCUSTODIAL PARENTS 30,000

FRANKLIN ACADEMY

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

GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC

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

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 - JA'S 2023/2024 FINANCIAL LITERACY, WORK READINESS & ENTREPRENEURIAL PROGRAMS FOR GRADES K-12 20,000

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 10,000

LOOKOUT MOUNTAIN CONSERVANCY

PO BOX 76
LOOKOUT MOUNTAIN,TN37350 		  PC GENERAL SUPPORT - HOWARD SCHOOL 92,500

MEDAL OF HONOR HERITAGE CENTER

2 W AQUARIUM WAY SUITE 104
CHATTANOOGA,TN37402 		  PC GENERAL SUPPORT 2,500

METROPOLITAN MINISTRIES INC (METMIN)

4001 ROSSVILLE BOULEVARD
CHATTANOOGA,TN37407 		  PC GENERAL SUPPORT 61,000

MUSEUM CENTER AT 5IVE POINTS

200 INMAN ST E
CLEVELAND,TN37311 		  PC PROGRAM SUPPORT - MUSEUM & CULTURAL CENTER AT 5IVE POINTS 10,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVENUE
SARATOGA SPRINGS,NY12866 		  PC GENERAL SUPPORT - JOCKEY STATUE 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 - EXPANDING COMMUNITY SCHOOLS IN HAMILTON COUNTY 15,000

ON POINT

4509 HIXSON PIKE 1
HIXSON,TN37343 		  PC GENERAL SUPPORT - INCREASING SOCIAL-EMOTIONAL HEALTH AND ACADEMIC SUPPORT FOR HAMILTON COUNTY YOUTH OF GREAT PROMISE 220,600

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

SHERIDAN COMMUNITY LAND TRUST

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

SHERIDAN COUNTY 4-H

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

SHERIDAN COUNTY RODEO

PO BOX 279
SHERIDAN,WY82801 		  NC GENERAL SUPPORT 300

SKYUKA HALL

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

SOUTHEASTERN GRASSLANDS INSTITUTE

PO BOX 4394
CLARKSVILLE,TN37044 		  PC SAVING THE GRASSLANDS OF SE TN 75,000

ST ANDREW'S - SEWANEE SCHOOL

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

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 BRINTON MUSEUM

PO BOX 460
BIG HORN,WY82833 		  PC ARTS, HUMANITIES, CULTURE - GENERAL SUPPORT 65,000

THE CARING PLACE

PO BOX 5334
CLEVELAND,TN37320 		  PC THE CARE CENTER 60,032

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 20,000

THE LAND TRUST FOR TENNESSEE

1216 E MAIN ST
CHATTANOOGA,TN37404 		  PC SOUTHEASTERN TENNESSEE LAND PROTECTION EFFORTS 25,000

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

UNIVERSITY OF TN

211 STUDENT SERV BLDG
KNOXVILLE,TN37996 		  PC SCHOLARSHIP - EVAN MOORE 10,539

UNIVERSITY OF WEST GEORGIA

1601 MAPLE ST
CARROLLTON,GA30118 		  PC SCHOLARSHIP - MADISON BRANT 3,487

UT FOUNDATION

1525 UNIVERSITY AVE
KNOXVILLE,TN37923 		  PC WILDWOOD FARM FUND 203,061

VOLUNTEERS OF AMERICA NORTHERN ROCKIES

1876 S SHERIDAN AVE
SHERIDAN,WY82801 		  PC CAMP POSTCARD 15,000

YELLOW BIRD INITIATIVES

602 PARLEM DRIVE
CHATTANOOGA,TN37415 		  PC GENERAL SUPPORT 60,000

YMCA OF METROPOLITAN CHATTANOOGA

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

AMERICAN CANCER SOCIETY

651 E 4TH STREET 200
CHATTANOOGA,TN37403 		  PC RELAY FOR LIFE 500

AMERICAN HUMANE

4155 RANDOLPH CIRCLE
CHATTANOOGA,TN37406 		  PC PUPS4PATRIOTS TENNESSEE 10,000

AMERICAN INTERNATIONAL POLO FOUNDATION

12012 SOUTH SHORE BLVD SUITE 102
WELLINGTON,FL33414 		  PC GENERAL SUPPORT 10,000

BOUGHT BEAUTIFULLY

117 NORTH MAIN STREET
SHERIDAN,WY82801 		  PC GENERAL SUPPORT 5,000

BOYS & GIRLS CLUBS OF THE OCOEE REGION

385 3RD ST SW
CLEVELAND,TN37311 		  PC GREAT FUTURE PROJECT 25,000

CFCBC FOR CLEVELAND EMERGENCY SHELTER

745 WILDWOOD AVE SE
CLEVELAND,TN37311 		  PC CLEVELAND EMERGANCY SHELTER FUND 35,000

CHAMBLISS CENTER FOR CHILDREN

315 GILLESPIE ROAD
CHATTANOOGA,TN37411 		  PC THE ISAIAH 117 HOUSE AT CHAMBLISS CENTER FOR CHILDREN 50,016

CHATTANOOGA 20

811 BORAD ST SUITE 100
CHATTANOOGA,TN37402 		  PC 70 IN 7: IMPROVING LITERACY IN HAMILTON COUNTY 25,000

CHATTANOOGA PREP INC

1849 UNION AVE
CHATTANOOGA,TN37404 		  PC COLLEGE AND CAREER READINESS PROGRAM 25,000

CHEROKEE AREA COUNCIL BOY SCOUTS OF AMERICA

6031 LEE HWY
CHATTANOOGA,TN37421 		  PC SCOUTREACH PROGRAM 10,000

CREATIVE DISCOVERY MUSEUM

321 CHESTNUT STREET
CHATTANOOGA,TN37402 		  PC SCIENCE TO SCHOOLS PROGRAM 5,000

DUCKS UMLIMITED INC

1 WATERFOWL WAY
MEMPHIS,TN38120 		  PC GENERAL SUPPORT 1,000

FAMILY PROMISE OF BRADLEY COUNTY

1110 NORMAN CHAPEL ROAD NW
CLEVELAND,TN37312 		  PC CHILDCARE ASSISTANCE PAYMENT PROGRAM 5,000

FRIENDS OF THE LIBRARY ASSOCIATION INC

795 CHURCH STREET NW
CLEVELAND,TN37311 		  PC GENERAL SUPPORT 1,000

FRIENDS OF THE ZOO

301 N HOLTZCLAW AVE
CHATTANOOGA,TN37404 		  PC WILDLIFE REHABILITATION TRAILER 64,000

GOVERNOR'S EARLY LITERACY FOUNDATION

710 JAMES ROBERTSON PKWY 1ST FLOOR
ANDREW JOHNSON TOWER
NASHVILLE,TN37219 		  PC HAMILTON COUNTY BOOK BUS PROJECT 10,000

IVY ACADEMY

8520 DAYTON PIKE
SODDY DAISY,TN37379 		  PC THE OVERLANDER 4ZS, OFF-ROAD ELECTRIC MOBILITY VEHICLE WHEELCHAIR 5,000

JOHNSON COUNTY FRIENDS FEEDING FRIENDS

PO BOX 314
BUFFALO,WY82834 		  PC SNACK PACK PROJECT 25,000

LA PAZ CHATTANOOGA

809 S WILLOW ST
CHATTANOOGA,TN37404 		  PC LA PAZ CHATTANOOGA: EDUCATION 7,500

LAND TRUST ALLIANCE

1250 H ST NW 600
WASHINGTON,DC20005 		  PC 2023 SE LAND CONSERVATION CONFERENCE 5,000

MENDING ARROW RANCH

627 RED CLAY ROAD SW
CLEVELAND,TN37311 		  PC COVERED ARENA UPDATE 8,615

ORANGE GROVE CENTER

615 DERBY ST
CHATTANOOGA,TN37404 		  PC P.L.A.N.T.S. 8,000

POLO FOR LIFE INC

255 PROFESSIONAL WAY
WELLINGTON,FL33414 		  PC GENERAL SUPPORT 2,500

PROJECT FREE 2 FLY

283 N OCOEE ST
CLEVELAND,TN37311 		  PC SUMMER SEWING CAMPS 4,200

SODDY DAISY COMMUNITY LIBRARY - KELCURT FOUNDATION

9619 DAYTON PIKE SUITE C
SODDY DAISY,TN37379 		  PC THE COMMUNITY AUTHOR EXPERIENCE PROJECT 7,095

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		  PC THE IGNITE TUTORING FELLOWSHIP 50,016

TENNGREEN LAND CONSERVANCY

1213A 16TH AVE S
NASHVILLE,TN37212 		  PC CLEAR CREEK - BREWER EXPANSION OF THE OBED WILD & SCENIC RIVER 16,000

THE ENTERPRISE CENTER

1100 MARKET ST 500
CHATTANOOGA,TN37402 		  PC TECH GOES HOME 50,000

THE LAUNCH PAD

617 MARLBORO AVE
CHATTANOOGA,TN37412 		  PC WORKFORCE DEVELOPMENT 10,000

THE NATURE CONSERVANCY OF TENNESSEE

2 MARYLAND FARMS 150
BRENTWOOD,TN37027 		  PC ACQUISITIONS FOR THE OCOEE GATEWAY AND THE PAIN ROCK RIVER NATIONAL WILDLIFE REFUGE 197,526

THE POP-UP PROJECT

3214 BRAINERD ROAD
CHATTANOOGA,TN37411 		  PC YOUTH PROGRAMMING 5,000

THE SALVATION ARMY

822 MCCALLIE AVE
CHATTANOOGA,TN37403 		  PC STEAM CAMP 9,000

THE SPEECH AND HEARING CENTER

2212 ENCOMPASS DR 148
CHATTANOOGA,TN37421 		  PC EARLY IDENTIFICATION IN-SERVICE TRAININGS 6,500

TRISTARR-YESS

616 STRATFORD AVE
SWEETWATER,TN37874 		  PC HELP MAKE YOUTH CLAY TARGET SPORTS MORE AFFORDABLE 1,000

TRI-STATE EXHIBITION CENTER THERAPEUTIC RIDING CENTER

200 NATURES TRAIL SW
MCDONALD,TN37353 		  PC GENERAL SUPPORT 26,967

WHITE OAK BICYCLE CO-OP

PO BOX 15102
RED BANK,TN37415 		  PC EDUCATION PROGRAM 10,000

WOODSONG FOREST SCHOOL

PO BOX 914
CLEVELAND,TN37364 		  PC EDUCATIONAL SCHOLARSHIP FUND 10,000

WYOMING COMMUNITY FOUNDATION

1472 N 5TH STREET SUITE 201
LARAMIE,WY82072 		  PC DONOR ADVISED FUND 10,000

WYOMING STOCK GROWERS LAND TRUST

113 E 20TH ST
CHEYENNE,WY82001 		  PC HN RANCH CONSERVATION EASEMENT 125,000
Total .................................right arrow 3a 4,500,951
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 45,982  
4 Dividends and interest from securities ....     14 2,350,451  
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 ..... 523000 23,777 01 184,299  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,045,560  
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) .. 23,777 3,626,292 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,650,069
(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
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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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 32,228,776 55,071,060

TY 2023 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 1,691,864 4,524,118
BESSEMER TRUST AT COST 11,054,158 19,181,067
HEADLANDS CAPITAL AT COST 238,340 884,847
JP MORGAN AT COST 5,416,283 5,411,867
GT OFFSHORE AT COST 1,727,921 1,665,938
GT EMERGING MKTS AT COST 1,194,353 1,175,736
PALLADIAN IX AT COST 747,340 1,138,828
CORE SENIOR OFFSHORE AT COST 471,093 671,802
HARBOURVEST AT COST 198,951 379,519
KT PARTNERS AT COST 2,277,526 2,394,895
GT PRIVATE EQUITY X, LP AT COST 370,033 430,162
GT BIOTECH FUND, LP AT COST 1,032,879 1,047,597
BESSEMER EQTY AT COST 1,947,908 19,181,067
WOODMONT AT COST 3,906,401 6,304,905

TY 2023 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 2023 OtherDecreasesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Amount
BOOK-990 REPORTING DIFFERENCES (NONTAXABLE INCOME; NONDEDUCTIBLE EXPENSES) 3,294


TY 2023 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 989 495   494
EMPLOYEE INSURANCE 9,249 4,625   4,624
GAS & OIL 5,102 2,551   2,551
GT EMERGING MARKETS - EXPENSES 33,832 33,832   0
HEADLANDS CAPITAL - EXPENSES 33,929 33,929   0
HRO PAYROLL SERVICES 420 210   210
INVESTMENT EXPENSE 153,672 153,672   0
OFFICE SUPPLIES 6,626 3,313   3,313
KT PARTNERS - EXPENSES 88,731 88,731   0
CORE SENIOR OFFSHORE FUND - EXPENSES 619 619   0
WORKER'S COMP 488 244   244
GT BIOTECH FUND - EXPENSES 14,354 14,354   0
PALLADIAN PARTNERS IX - EXPENSES 29,865 29,865   0
GT PRIVATE EQUITY X - EXPENSES 26,078 26,078   0
REPAIRS & MAINTENANCE 10,245 5,123   5,122


TY 2023 OtherIncomeSchedule2
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HEADLANDS CAPITAL 30,667 30,667 30,667
GT EMERGING MARKETS QP 3,352 3,352 3,352
GT OFFSHORE FUND 100,969 100,969 100,969
PALLADIAN PARTNERS IX 2,124 2,124 2,124
KT PARTNERS 17,612 17,612 17,612
HARBOURVEST 54,736 54,736 54,736
BIOTECH FUND 2,326 2,326 2,326
PRIVATE EQUITY X -3,710 -3,710 -3,710


TY 2023 OtherIncreasesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Description Amount
DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF STOCK CONTRIBUTION 1,263,775


TY 2023 OtherProfessionalFeesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 208,317 104,159   104,158


TY 2023 TaxesSchedule
Name:
TUCKER FOUNDATION
EIN:
62-1603398
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 5,812 5,812   0
TAXES & LICENSES 20 10   10
FEDERAL INCOME TAX 34,318 0   0