Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
STOWERS MACHINERY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 14803
  Room/suite
City or town
KNOXVILLE
State or province
TN
Country  
ZIP or foreign postal code
37914
A Employer identification number

82-5114045
B Telephone number (see instructions)

8652504119
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$169,826J 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) 403,749
2 Check .................
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 13,273 13,273  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,838
b Gross sales price for all assets on line 6a 403,487
7 Capital gain net income (from Part IV, line 2)... 115,838
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).......      
12 Total. Add lines 1 through 11........ 532,861 129,112 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,340 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,587 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,927 0 0 0
25 Contributions, gifts, grants paid....... 1,040,613 1,040,613
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,053,540 0 0 1,040,613
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -520,679
b Net investment income (if negative, enter -0-) 129,112
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 295,938 37,398 37,398
2 Savings and temporary cash investments......... 510,668 127,429 127,428
3 Accounts receivable 5,000
Less: allowance for doubtful accounts     5,000 5,000
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 806,606 169,827 169,826
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 806,606 169,827
29 Total net assets or fund balances (see instructions)..... 806,606 169,827
30 Total liabilities and net assets/fund balances (see instructions). 806,606 169,827
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
806,606
2
Enter amount from Part I, line 27a .....................
2
-520,679
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
285,927
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
116,100
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
169,827
Form 990-PF (2025)
Form 990-PF (2025)
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 VANGUARD UTILITIES ETF D 2025-10-20 2025-10-27
b ISHARES CORE MSCI EMERGING ETF D 2025-10-20 2025-10-27
c ISHARES MSCI USA VALUE FACTOR ETF D 2025-10-20 2025-10-27
d ISHARES CORE MSCI EAFE ETF D 2025-10-20 2025-10-27
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 129,724   89,264 40,460
b 132,432   94,913 37,519
c 110,248   80,524 29,724
d 31,083   22,948 8,135
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       40,460
b       37,519
c       29,724
d       8,135
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 115,838
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 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 1,795
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 1,795
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 1,795
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,405
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,405 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
TN
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressN/A
14
The books are in care ofCLYDE DUNCAN Telephone no. (865) 595-1080

Located atPO BOX 14803KNOXVILLETN ZIP+437914
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HARRY W STOWERS JR PRESIDENT
2.00 		0 0 0
8733 INLET DRIVE
KNOXVILLE,TN37922
ELIZABETH SHALLOW STOWERS SECRETARY
0.25 		0 0 0
8733 INLET DRIVE
KNOXVILLE,TN37922
LISA STOWERS ROTTMANN BOARD MEMBER
0.50 		0 0 0
7347 BELLINGHAM DRIVE
KNOXVILLE,TN37919
RACHEL STOWERS KINNEY BOARD MEMBER
0.25 		0 0 0
8704 INLET DRIVE
KNOXVILLE,TN37922
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 NOT APPLICABLE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
319,768
b
Average of monthly cash balances.......................
1b
239,875
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
559,643
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
559,643
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,395
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
551,248
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
27,562
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
27,562
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,795
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,795
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,767
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
25,767
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
25,767
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, line 26, column (d) ..........
1a
1,040,613
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
1,040,613
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 25,767
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,245,200
b From 2021...... 1,102,776
c From 2022...... 950,053
d From 2023...... 2,185,082
e From 2024...... 1,546,540
f Total of lines 3a through e ........ 7,029,651
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,040,613
a Applied to 2024, 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 2025 distributable amount..... 25,767
e Remaining amount distributed out of corpus 1,014,846
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,044,497
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		1,245,200
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		6,799,297
10 Analysis of line 9:
a Excess from 2021 .... 1,102,776
b Excess from 2022 .... 950,053
c Excess from 2023 .... 2,185,082
d Excess from 2024 .... 1,546,540
e Excess from 2025 .... 1,014,846
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
HARRY W STOWERS JR
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HARRY W STOWERS JR
PO BOX 14803
KNOXVILLE,TN37914
(865) 250-4119
bThe form in which applications should be submitted and information and materials they should include:
N/A
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2025)
Form 990-PF (2025)
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

AIR FORCE ACADEMY ATHLETIC CORPORATION

PO BOX 89
USAFA,CO80840 		    ANNUAL GOLF TOURNAMENT BRIG GEN BUD BACON MEMORIAL 500

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		    2025 - MAJOR PLUS SPONSOR 2,500

AMERICAN CANCER SOCIETY

PO BOX 332047
NASHVILLE,TN37203 		    HOPE GALA 2,500

AMERICAN HEART ASSOCIATION

4708 PAPERMILL DRIVE
KNOXVILLE,TN37909 		    KNOXVILLE GO RED FOR WOMEN LUNCHEON + KIDS COOK WITH HEART PROGRAM 10,000

AMERICAN LEGION POST 2

PO BOX 52668
KNOXVILLE,TN37950 		    ANNUAL GOLF TOURNAMENT 300

ASSOCIATED EQUIPMENT DISTRIBUTORS

650 E ALGONQUIN RD SUITE 305
SCHAUMBURG,IL60173 		    VISION 2025 CAMPAIGN 20,000

ASSOCIATED EQUIPMENT DISTRIBUTORS

650 E ALGONQUIN RD SUITE 305
SCHAUMBURG,IL60173 		    AED FOUNDATION ANNUAL CAMPAIGN 6,500

BALLAD HEALTH FOUNDATION

1019 W OAKLAND AVE SUITE 2
JOHNSON CITY,TN37604 		    2025 - NISWONGER RADIOTHON SPONSORSHIP 1,000

BLOUNT MEMORIAL FOUNDATION

907 E LAMAR ALEXANDER PKWY
MARYVILLE,TN37804 		    THE CLASSIC TEE SPONSOR / CLAYS FOR A CAUSE 308

BOY SCOUTS OF AMERICA

1325 WEST WALNUT HILL LANE
IRVING,TX750383008 		    DONATION FOR KIDS PRIME, GIFT OF HOPE, AND GKSHOF 50,000

BOYS AND GIRLS CLUB OF GREENEVILLEGREENE

PO BOX 1977
GREENEVILLE,TN377441977 		    CELEBRITY AUCTION 2,500

BREAKTHROUGH T1D

1850 LEE RD SUITE 132
WINTER PARK,FL32789 		    GENERAL DONATION 3,832

CLEAR BRANCH BAPTIST CHURCH

276 CLEAR BRANCH RD
FLORENCE,MS39073 		    GENERAL DONATION 1,000

COALITION AGAINST HUMAN TRAFFICKING CCAHT

1031 33RD ST
DENVER,CO80205 		    GENERAL DONATION 2,455

CREEKLAND PERFORMING ARTS BOOSTER

10915 HARDIN VALLEY ROAD
KNOXVILLE,TN37932 		    GENERAL DONATION 300

CURE FINDERS

3001 ALCOA HWY
KNOXVILLE,TN37920 		    2025 GOLD SPONSOR 2,500

CURE FINDERS

3001 ALCOA HWY
KNOXVILLE,TN37920 		    GENERAL DONATION 2,100

CURESEARCH FOR CHILDEN'S CANCER

4600 EAST-WEST HWY 600
BETHESDA,MD20814 		    GENERAL DONATION 500

EAST TENN CHILDRENS HOSPITAL

PO BOX 15010
KNOXVILLE,TN37901 		    2025 - ANNUAL DONATION MYP 100,000

EAST TENN CHILDRENS HOSPITAL

PO BOX 15010
KNOXVILLE,TN37901 		    2025 - BASS FISHING TOURNAMENT 500

EAST TN COMMUNITY DESIGN CENTER

1300 N BROADWAY
KNOXVILLE,TN37917 		    MEMBERSHIP 500

EAST TN HISTORICAL SOCIETY

PO BOX 1629
KNOXVILLE,TN37901 		    EAST TENNESSEAN OF THE YEAR TABLE 5,000

EAST TN VALLEY CRIME STOPPERS

3410 AMNICOLA HWY
CHATTANOOGA,TN37406 		    GENERAL DONATION 1,000

EAST TN VETERANS MEMORIAL ASSOCIATION

PO BOX 3714
KNOXVILLE,TN37927 		    2025 - GREEN NOTEBOOK LEADERSHIP BREAKFAST PRESENTING SPONSORSHIP 2,500

EMERALD YOUTH FOUNDATION

1014 HEISKELL AVENUE
KNOXVILLE,TN37921 		    DONATION 30,000

FAMILY INVESTMENT FOUNDATION INC

4827 RUGBY AVE 302
BETHESDA,MD20814 		    GENERAL DONATION 100,000

FEED AMERICA FIRST

319 MURFREESBORO ST
MURFREESBORO,TN37127 		    GENERAL DONATION 2,196

FELLOWSHIP OF CHRISTIAN ATHLETES

502 S GAY ST 401 FIDELITY BLDG
KNOXVILLE,TN37902 		    2025 - NIGHT OF INFLUENCE GOLD 1,500

FELLOWSHIP OF CHRISTIAN ATHLETES

502 S GAY ST 401 FIDELITY BLDG
KNOXVILLE,TN37902 		    2025 FLAG SPONSOR 500

FORT SANDERS FOUNDATION COVENANT HEALTH

280 FORT SANDERS WEST BLVD STE 100
KNOXVILLE,TN37922 		    2025 - PATRICIA NEAL GOLF CLASIC FLIGHT SPONSOR 890

FRIENDS OF THE SMOKIES

3099 WINFIELD DUNN PKWY 2
KODAK,TN37764 		    2025 - GREENBRIER BARN PARTY SPONSORSHIP 2,500

FRIENDS OF THE SMOKIES

3099 WINFIELD DUNN PKWY 2
KODAK,TN37764 		    2025 - EVERGREEN BALL 2,500

FRIENDS OF TN BABIES W SPECIAL NEEDS

PO BOX 544
ALCOA TN,TN377010554 		    2025- JAZZ BABY SWINGING SILVER SPONSOR 1,000

GIRL SCOUTS OF THE SOUTHERN APPALACHIANS

1567 DOWNTOWN WEST BLVD
KNOXVILLE,TN37919 		    2025- TREFOIL ANUAL DONATION 2,500

GREAT SMOKY MTN COUNCIL

PO BOX 51885
KNOXVILLE,TN379501885 		    2025 - FRIEDNS OF SCOUTING CAMPAIGN, SHOOT FOR SCOUTING, ANNUAL RECOGNISTION BANQUET 50,000

GREAT SMOKY MTN COUNCIL

PO BOX 51885
KNOXVILLE,TN379501885 		    2025 - DONATION TO COVER GENERATOR AND LIGHT TOWER RENTAL 3,250

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - SPIRIT AWARD DINNER PRESENTING SPONSORSHIP 10,000

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - SUNSET SHENANIGANS 1,250

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - BOB KESLING AND BERT GOLF TOURNEY 1,280

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - PARTIAL PLEDGE PAYMENT 50,000

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - DONATION FOR EQUIPMENT RENTAL FOR CHALLENGER 1,550

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - GRAND SLAM SPONSOR KNOXVILLE CHALLENGER 10,000

HELEN ROSS MCNABB FOUNDATION

201 W SPRINGDALE AVE
KNOXVILLE,TN37917 		    2025 - SCENIC CITY SPORTING CLAYS 1,000

HISTORIC TENNESSEE THEATRE FOUNDATION

604 SOUTH GAY STREET
KNOXVILLE,TN37902 		    2025 - SPOTLIGHT CLUB SPONSORSHIP AND YOUTH ARTS ALLIANCE 12,000

HOLSTON HOME FOR CHILDREN

404 HOLSTON DRIVE
GREENEVILLE,TN37743 		    2025 - FRIENDS OF CHILDREN KNOXVILLE 2,500

HOLSTON MIDDLE SCHOOL PTSA

600 N CHILHOWEE DRIVE
KNOXVILLE,TN37924 		    2025 - ANNUAL DONATION 3,500

HOPE RESOURCE CENTER

2700 PAINTER AVE
KNOXVILLE,TN37919 		    2025 - THE HOPE CHALLENGE HOLE SPONSOR 1,000

INTER FAITH HEALTH CENTER INC

7005 MIDDLEBROOK PIKE
KNOXVILLE,TN37909 		    GENERAL DONATION 100,000

JIM HASLAM LEADERSHIP CENTER

1000 VOLUNTEER BLVD
KNOXVILLE,TN37916 		    GENERAL DONATION 100,000

JUNIOR ACHIEVEMENT OF EAST TN INC

2135 NORTH CHARLES G SEVIERS BLVD
CLINTON,TN37716 		    2025 - HALL OF FAME 5,000

JUNIOR ACHIEVEMENT OF EAST TN INC

2135 NORTH CHARLES G SEVIERS BLVD
CLINTON,TN37716 		    2025 - JA BIZ TOWN 15,000

KEEP SEVIER BEAUTIFUL

PO BOX 6088
SEVIERVILLE,TN37864 		    2025 - FALL FESTIVAL 1,000

KNOX COUNTY PUBLIC SCHOOL LIBRARY

500 WEST CHURCH AVENUE
KNOXVILLE,TN37902 		    2025 - KNOX COUNTY IMAGINATION LIBRARY - GALA 5,000

KNOX COUNTY SCHOOLS

912 S GAY STREEET SUITE L-210
KNOXVILLE,TN37902 		    2025 - DONATION FOR FOOTBALL TEAM - EMPLOYEE ASK SHABAE RAMEY 300

KNOX COUNTY SCHOOLS

912 S GAY STREEET SUITE L-210
KNOXVILLE,TN37902 		    2025 - KCS ENLISTMENT LUNCHEON GOLD SPONSOR 5,000

KNOXVILLE AREA URBAN LEAGUE

1514 E FIFTH AVE
KNOXVILLE,TN37917 		    2025 - EQUAL OPPORTUNITY AWARDS GALA SILVER 2,500

KNOXVILLE BOTANICAL GARDEN AND ARBORETUM

2743 WIMPOLE AVE
KNOXVILLE,TN37914 		    GENERAL DONATION 1,000

KNOXVILLE HABITAT FOR HUMANITY

1501 WASHINGTON AVE
KNOXVILLE,TN37917 		    2025 - CEO BUILD 2,000

LADIES OF CHARITY

120 W BAXTER AVENUE
KNOXVILLE,TN37917 		    2025 - GOLF TOURNAMENT 500

LAKESHORE PARK CONSERVANCY

5930 LYONS VIEW PIKE
KNOXVILLE,TN37919 		    2025 - CAPITAL CAMPAIGN PLEDGE 25,000

LEADERSHIP KNOXVILLE

17 MARKET SQUARE 201
KNOXVILLE,TN37902 		    2025 - ARTS & CULTURE IN OUR REGION 5,000

LEADERSHIP KNOXVILLE

17 MARKET SQUARE 201
KNOXVILLE,TN37902 		    2025 - FLAGSHIP PROGRAM, INTRO TO KNOX, LEADERSHIP LUNCHEON 13,000

LEGACY PARKS FOUNDATION

900 VOLUNTEER LANDING LANE
KNOXVILLE,TN37915 		    2025 - EAST TENNESSEEE VETERANS PARK 1,500

LIFE INTERNATIONAL FELLOWSHIP

860 EAST US-11E
JEFFERSON CITY,TN37760 		    GENERAL DONATION 300

LIVING PROMISE LUTHERAN ACADEMY

5075 DEARING RD
MORRISTOWN,TN37813 		    GENERAL DONATION 200

MEN OF VALOR

211 JESSAMINE ST
KNOXVILLE,TN37917 		    2025 - GENERAL DONATION 5,000

MONROE LIFE BALLOON FESTIVAL

PO BOX 24044
KNOXVILLE,TN37933 		    MONROE LIFE BALLOON FESTIVAL SPONSORSHIP 3,500

MUSEUM OF APPALACHIA

2819 ANDERSONVILLE HWY
CLINTON,TN37716 		    2025 - ANNUAL DONATION - MUSEUM OF APPALACHIA 5,000

NATIONAL OVARIAN CANCER COALITION INC

12221 MERIT DR 1950
DALLAS,TX75251 		    GENERAL DONATION 1,000

OLLIE OTTER CHILD SAFETY FOUNDATION

213 5TH AVENUE NORTH
NASHVILLE,TN37219 		    2025 - IN MEMORY OF CECIL COOK 250

PAT SUMMITT FOUNDATION

520 W SUMMITT HILL DRIVE SUITE 1101
KNOXVILLE,TN37902 		    2025 - SALUTE FOR A CURE VALET SPONSOR 2,000

PJ PARKINSON'S SUPPORT GROUP OF BLOUNT CO

12748 KINSTON PIKE STE 204
KNOXVILLE,TN37934 		    2025 - YEARLY CONTRIBUTION 1,500

REAL TALK MENTORING

8630 ABRAHAM LN
KNOXVILLE,TN37931 		    2025 - SILVER SPONSORSHIP DONATION 3,000

ROTARY FOUNDATION OF KNOXVILLE

PO BOX 166
KNOXVILLE,TN37901 		    2025 - ANNUAL GALA 5,500

SEEED INC

1617 DANDRIDGE AVE
KNOXVILLE,TN37915 		    2025 - INNER CITY WORKFORCE DEVELOPMENT PROGRAM 10,000

SENIOR CITIZEN HOME ASSISTANCE SERVICE

PO BOX 3025
KNOXVILLE,TN37927 		    2025 - GALA 2,500

SERTOMA CENTER

953 HIGHWAY 107
JONESBOROUGH,TN37659 		    2025 - DONATION FOR EXPENSES ASSOCIATED WITH A SCISSOR LIFT 2,500

SERTOMA CENTER

953 HIGHWAY 107
JONESBOROUGH,TN37659 		    2025 - FRIENDSHIP DINNER 5,000

SHRINE CURCUS FUND

PO BOX 2691
KNOXVILLE,TN37901 		    2025 - ANNUAL CIRCUS 500

SMOKIN' FOR A CAUSE

205 NUTWOOD CIRCLE
KNOXVILLE,TN37934 		    2025 - EAGLE SPONSORSHIP 2,500

SOUTHGEORGIA TECHNICAL COLLEGE FOUNDATION

900 S GEORGIA TECH PKWY
AMERICUS,GA31709 		    GENERAL DONATION 5,542

SPEEDWAY CHILDREN'S CHARITIES

555 CONCORD PARKWAY SOUTH
CONCORD,NC28027 		    GENERAL DONATION 6,000

ST JUDE'S CHILDRENS RESEAR

501 ST JUDE PLACE
MEMPHIS,TN38105 		    2025 - IN MEMORY OF PATRICIA NICELY 500

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIO

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    GENERAL DONATION 250

STREET HOPE TN

PO BOX 1170
POWELL,TN37849 		    2025 - HOPE WILL RISE EVENT 2,500

SURVIVOR FITNESS FOUNDATION

PO BOX 41434
NASHVILLE,TN37204 		    2025 - FITNESS EVENT / AUGUST DINNER 2,500

TENNESSEE FFA FOUNDATION INC

PO BOX 5034
COOKEVILLE,TN38505 		    GENERAL DONATION 500

TENNESSEE HOME EDUCATION ASSOCIATION

PO BOX 40066
NASHVILLE,TN37204 		    GENERAL DONATION 500

TENNESSEE VALLEY PARTNER IN EDUCATION PIE

PO BOX 91
SIGNAL MOUNTAIN,TN37377 		    2025 - PLATNIUM SPONSORSHIP 10,000

THE DR ROBERT F THOMAS FOUNDATION

742 MIDDLE CREEK RD
SEVIERVILLE,TN37862 		    GENERAL DONATION 1,160

THE EPISCOPAL SCHOOL OF KNOXVILLE

950 EPISCOPAL SCHOOL WAY
KNOXVILLE,TN37932 		    2025 - ANNUAL DONATION, SCHOLARSHIP, AND GALA 21,500

THE KINGS ACADEMY

202 SMOTHERS ROAD
SEYMOUR,TN37865 		    2025 - ANNUAL DONATION THE KINGS ACADEMY 5,000

THE LORD'S CHILD

8729 CHAPMAN HIGHWAY
KNOXVILLE,TN37920 		    2025 - OPERATION BACKPACK 500

THE RESTORATION HOUSE OF EAST TENNESSEE

2205 VILLAGE PLACE WAY
KNOXVILLE,TN37923 		    2025 - RESTORING HOPE LUNCHEON 3,000

THRIVE LONSDALE

PO BOX 51611
KNOXVILLE,TN37950 		    2025 - THRIVE MEN'S GOLF TOURNAMENT CORPORATE 700

TKJ FOUNDATION

3052 CREEKBEND LN
KNOXVILLE,TN37931 		    2025 - DONATION WHITE SPONSOR 1,250

UNIVERSITY OF TENNESSEE FOUNDATION INC

1525 UNIVERSITY AVE
KNOXVILLE,TN379960650 		    PRODUCTION SPONSORSHIP 10,000

UNIVERSITY OF TENNESSEE FOUNDATION INC

1525 UNIVERSITY AVE
KNOXVILLE,TN379960650 		    BREAKFAST AND LUNCH SPONSIRSHIP 1,500

UNIVERSITY OF TENNESSEE FOUNDATION INC

1525 UNIVERSITY AVE
KNOXVILLE,TN379960650 		    2025 - MULTI YEAR PLEDGE CLARENCE BROWN THEATER CAROUSEL CAPITAL CAMPAIGN 100,000

VOICES FOR A SAFER TENNESSEE COALITION

4117 HILLSBORO PIKE 103-320
NASHVILLE,TN37215 		    GENERAL DONATION 3,250

VOLUNTEERS OF AMERICAN MID-STATES

570 S 4TH ST
LOUISVILLE,KY40202 		    GENERAL DONATION 5,000

WIDOWED PARENT RELIEF PROJECT

PO BOX 22545
KNOXVILLE,TN37933 		    GENERAL DONATION 1,000

WOMEN'S FUND OF EAST TENNESSEE

625 MARKET ST SUITE 1300
KNOXVILLE,TN37902 		    2025 - ANNUAL LUNCHEON 5,000

YOKE

PO BOX 3492
KNOXVILLE,TN37927 		    2025 - YOKE BANQUET EVENT PARTNER 1,000

YOUNG LIFE LAKEWAY

PO BOX 40
JEFFERSON CITY,TN37760 		    2025 - LANCE WILD 1,000

ZOO KNOXVILLE

3500 KNOXVILLE ZOO DR
KNOXVILLE,TN37914 		    ZOOFARI - EXCEPTIONAL ELEPHANT 10,200
Total ................................. 3a 1,040,613
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 1  
4 Dividends and interest from securities ....     14 13,273  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 115,838  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 129,112 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
129,112
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 NOT APPLICABLE
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
STOWERS MACHINERY FOUNDATION INC
 
Employer identification number

82-5114045
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
STOWERS MACHINERY FOUNDATION INC
  		Employer identification number
82-5114045
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HARRY W STOWERS JR
8733 INLET DRIVE
 
KNOXVILLE, TN37922

$ 403,749


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
STOWERS MACHINERY FOUNDATION INC
  		Employer identification number

82-5114045
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1954 SH ISHARES CORE MSCI EM. ETF $ 132,120 2025-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 350 SH ISHARES CORE MSCI EAFE ETF $ 31,050 2025-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 867 SH ISHARES MSCI USA VALUE ETF $ 110,243 2025-10-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 654 SH VANGUARD UTILITIES ETF $ 130,336 2025-10-20
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
STOWERS MACHINERY FOUNDATION INC
  		Employer identification number

82-5114045
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
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TY 2025 AccountingFeesSchedule
Name:
STOWERS MACHINERY FOUNDATION INC
EIN:
82-5114045
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,340 0 0 0

TY 2025 OtherDecreasesSchedule
Name:
STOWERS MACHINERY FOUNDATION INC
EIN:
82-5114045
Description Amount
BOOK-TAX DIFFERENCE ON SALE OF DONATED SECURITIES 116,100


TY 2025 SubstantialContributorsSch
Name:
STOWERS MACHINERY FOUNDATION INC
EIN:
82-5114045
Name Address
HARRY W STOWERS JR 8733 INLET DRIVE
KNOXVILLE,TN37922


TY 2025 TaxesSchedule
Name:
STOWERS MACHINERY FOUNDATION INC
EIN:
82-5114045
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 2,587 0 0 0