2023-04-03T15:08:24-05:00 2022-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2021-07-01 581671241 WEST TN HEALTHCARE FOUNDATION INC WEST 7319842141 620 SKYLINE DRIVE JACKSON TN 38301 FRANK MCMEEN PRESIDENT 7319842141 2023-04-03 1 FRANK MCMEEN 999009999 KEN YOUNGSTEAD P00320901 6152427351 2023-04-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z FRANK MCMEEN 620 SKYLINE DRIVE JACKSON TN 38301 22806519 0 X WWW.WTH.ORG/FOUNDATION X 1985 TN EDUCATION AND OUTREACH TO SUPPORT THE MINISTRY OF HEALTH AND HEALING THROUGHOUT WEST TENNESSEE 24 24 0 100 0 0 10049631 6729539 0 0 5085492 1524220 2096 21161 15137219 8274920 4127608 4015968 0 0 0 0 0 0 366876 1637182 1940245 5764790 5956213 9372429 2318707 54930873 50344324 164944 209607 54765929 50134717 COMPRISED MAINLY OF RESTRICTED ENDOWMENTS, THE FOUNDATION PROVIDES ENDOWMENT MANAGEMENT SERVICES TO OTHER NONPROFITS AS WELL AS MANAGES ENDOWMENTS THAT PROVIDE FOR MANY OF THE HEALTHCARE NEEDS OF WEST TENNESSEE HEALTHCARE AND OUR COMMUNITIES. 0 0 5108767 4015968 ANNUAL DISTRIBUTIONS OF INCOME PROVIDE A STEADY, BUDGET-ABLE INCOME STREAM FOR THE NONPROFIT CAUSES WHILE THE GROWTH OF THE ENDOWMENT PROVIDES FOR GROWING NEEDS OF THE NONPROFIT OR CAUSE. 5108767 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 77 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 TN X X FRANK MCMEEN 7319842140 620 SKYLINE DRIVE JACKSON TN 38301 BILL BUCKLEY BOARD CHAIR 1.00 X X 0 0 0 NANCY NANNEY TREASURER 1.00 X X 0 0 0 TIM CROSSETT SECRETARY 1.00 X X 0 0 0 JEB CAMPBELL VICE CHAIR 1.00 X X 0 0 0 GREG ALEXANDER BOARD MEMBER 0.50 X 0 0 0 HARBERT ALEXANDER JR BOARD MEMBER 0.50 X 0 0 0 DONNA FRANKLAND BOARD MEMBER 0.50 X 0 0 0 LOGAN HAMPTON BOARD MEMBER 0.50 X 0 0 0 YOUNG KIM BOARD MEMBER 0.50 X 0 0 0 CARL KIRKLAND BOARD MEMBER 0.50 X 0 0 0 DARREN LYKES BOARD MEMBER 0.50 X 0 0 0 PAT MANN BOARD MEMBER 0.50 X 0 0 0 KELLI MCALISTER BOARD MEMBER 0.50 X 0 0 0 LEE MURRAY BOARD MEMBER 0.50 X 0 0 0 JAY SATTERFIELD BOARD MEMBER 0.50 X 0 0 0 NATHAN PRIDE BOARD MEMBER 0.50 X 0 0 0 BRAD PRIESTER BOARD MEMBER 0.50 X 0 0 0 MOLLY RHENEY BOARD MEMBER 0.50 X 0 0 0 ROBERT WALDEN BOARD MEMBER 0.50 X 0 0 0 RAY WASHINGTON BOARD MEMBER 0.50 X 0 0 0 KATHY WATTS BOARD MEMBER 0.50 X 0 0 0 ARTHUR WOODS BOARD MEMBER 0.50 X 0 0 0 TINA MERCER BOARD MEMBER - START JULY 2021 0.50 X 0 0 0 BILL WHITE BOARD MEMBER 0.50 X 0 0 0 FRANK MCMEEN PRESIDENT 40.00 X 0 146645 16368 STEPHANIE FOWLER CFO - END OCT 2021 40.00 X 0 74414 23348 LANDON TAYLOR CFO - START DEC 2021 40.00 X 0 34405 9211 0 255464 48927 0 0 0 0 0 90750 949515 5689274 230643 6729539 1611616 1611616 14443741 14531137 -87396 -87396 -87396 21623 90750 462 21161 21161 8274920 0 0 1545381 3930667 3930667 85301 85301 27783 27783 258813 258813 285962 272884 13078 33939 6244 27695 109634 12151 64354 33129 78724 47737 30987 15218 14927 291 27067 11909 13263 1895 3563 3240 323 CHARITABLE FUND PROGRAM 323959 323959 SUPPLIES 303274 297403 5691 180 CHARITABLE FUND EVENT E 275356 275356 EDUCATION 74345 43361 22871 8113 122608 58984 43116 20508 5956213 5108767 480570 366876 100 100 2492932 3909714 367061 584529 18373 17205 977000 440445 813622 536555 21829680 17247654 29409105 28048567 54930873 50344324 100375 81390 55312 81639 9257 46578 164944 209607 X 16163049 13830127 38602880 36304590 54765929 50134717 54930873 50344324 X 2318707 -6950381 462 X X 0 1 X 1 0 X 6444617 9392790 4803810 10049631 6729539 37420387 6444617 9392790 4803810 10049631 6729539 37420387 5083933 32336454 920583 985623 995141 9159426 1611616 13672389 738417 2382 740799 51833575 0.62390 0.62720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32 1648717 1079260 5921031 1 1 34408053 169400 -3853978 1706656 29016819 26128871 3656373 5948949 1326140 34408053 26919976 358625 13811 1163541 26128871 27477314 185056 822309 1564703 26919976 29317718 425385 3654313 5920101 27477314 0.07280 0.92720 0 0 98000 98000 812000 383445 428555 36000 36000 0 31000 21000 10000 536555 GOVERNMENT SECURITIES 1128872 F FIXED INCOME COMPOSITE FUND 3537654 F EQUITY COMPOSITE FUND 6315116 F LIQUID ALTERNATIVE FUND 1889818 F PARTNERSHIP INTERESTS 1562235 F PRIVATE EQUITY 5304932 F HEDGE FUNDS 1474764 F TACTICAL EQUITY FUND 2607227 F INSTITUTIONAL REALTY FUND 987644 F COLLECTIVE TOTAL RETURN FUND 3240305 F 28048567 AGENCY FUNDS 46578 46578 X 1679800 -6950381 613612 -6336769 8016569 258813 -462 258351 8274920 6311012 613612 613612 5697400 258813 258813 5956213 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A PORTION OF THESE FUNDS ARE APPROPRIATED FOR EXPENDITURE EACH YEAR IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES -462. GALA 82500 82500 WEST TN INVITATIONAL 29873 8250 21623 462 112373 90750 21623 462 462 21161 0 AREA RELIEF MINISTRIES PO BOX 7 JACKSON TN 38305 621142320 501(C)3 8000 0 GENERAL SUPPORT ASPELL RECOVERY CENTER - T A M B OF JACKSON TENNESSEE INC 110 MCCOWAT STREET JACKSON TN 38301 581370560 501(C)3 121542 0 $193,744.50 FOR CONSTRUCTION OF BUILDING FOR A MOTHER'S LOVE PROGRAM, $1,200 FOR GENERAL SUPPORT. BAPTIST BIBLE FELLOWSHIP INTERNATIONAL PO BOX 191 SPRINGFIELD MO 658010191 440610111 501(C)3 20000 0 FOR DAN WEAVER MINISTRY BOYS & GIRLS CLUB OF JACKSON 832 LEXINGTON AVE JACKSON TN 38301 620784907 501(C)3 43502 0 $17,500 FOR "JUMPSTART JACKSON" FITNESS PROGRAM, $750 FOR WINDOWS OF HOPE CAMPAIGN, $25,251.73 FOR GENERAL SUPPORT. CALVARY BAPTIST CHURCH 119 OIL WELL ROAD JACKSON TN 383057923 501(C)3 20000 0 GENERAL SUPPORT CARE CENTER PO BOX 457 JACKSON TN 38302 621428002 501(C)3 23500 0 GENERAL SUPPORT CITY OF MILAN 1061 SOUTH MAIN STREET MILAN TN 38358 7500 0 FOR MASTER WORKS PLAN FOR NEW PARK COMPASSION INTERNATIONAL 12290 VOYAGER PWKY COLORADO SPRINGS CO 80997 362423707 501(C)3 36936 0 GENERAL SUPPORT DEPARTMENT OF EDUCATION PO BOX 4830 PORTLAND OR 97208 9500 0 STUDENT SCHOLARSHIPS DEPARTMENT OF EDUCATION - MOHELA PO BOX 790233 ST LOUIS MO 631790233 7000 0 STUDENT SCHOLARSHIPS DISPENSARY OF HOPE - ASCENSION SAINT THOMAS FOUNDATION 2700 BRICK CHURCH PIKE NASHVILLE TN 37207 581663055 501(C)3 32500 0 $12,500 FOR JMCGH PHARMACY, $12,500 FOR WEST TENNESSEE HEALTHCARE DYERSBURG, $7,500 FOR PATHWAYS EWOH GLOBAL INITIATIVE 2109 ESTES PARK RD SOUTHLAKE TX 76092 850773188 501(C)3 5800 0 GENERAL SUPPORT CARL PERKINS CENTER FOR PREVENTION OF CHILD ABUSE PO BOX 447 JACKSON TN 38302 621123112 501(C)3 87000 0 GENERAL SUPPORT FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 425770053 110303001 501(C)3 52000 0 GENERAL CHARITABLE PURPOSES FIRST UNITED METHODIST CHURCH 200 S CHURCH ST JACKSON TN 38301 501(C)3 35900 0 $150 FOR MUSIC MINISTRY, $150 FOR CHILDREN'S MINISTRY, $150 FOR YOUTH MINISTRY, $150 FOR CHILDREN'S MINISTRY ANGEL FAMILY, $35,300 FOR GENERAL SUPPORT FREED-HARDEMAN UNIVERSITY 158 EAST MAIN ST HENDERSON TN 38340 620518288 501(C)3 12550 0 $7,500 FOR STUDENT SCHOLARSHIPS, $1,250 FOR MCMEEN ENDOWMENT, $600 FOR PRESIDENT'S COUNCIL, $100 FOR REUNION BREAK, $3,100 FOR GENERAL SUPPORT. GIRL SCOUTS HEART OF THE SOUTH 717 S WHITE STATION RD MEMPHIS TN 38117 620502197 501(C)3 39500 0 $5,000 FOR VOLUNTEER SUPPORT, $4,500 FOR TRANSPORTATION FOR TOTALLY TREFOIL, $15,000 FOR SCHOLARSHIPS, $5,000 FOR CAMPOREE, AND $10,000 FOR COMMUNITY TROOPS. GRACEPOINT CHURCH 1858 CAMPBELL ST JACKSON TN 38305 501(C)3 43700 0 GENERAL SUPPORT HANDS UP 185 GREENFIELD DRIVE JACKSON TN 38305 454387989 501(C)3 11500 0 GENERAL SUPPORT HARRIS HILLMAN SCHOOL 1706 26TH AVE S NASHVILLE TN 37212 501(C)3 6588 0 FOR HARRIS HILLMAN TECHNOLOGY LAB HELMER SCIENTIFIC 28689 NETWORK PLACE CHICAGO IL 60673 8125 0 FOR THE PURCHASE OF A NEW BLOOD REFRIGERATOR FOR LIFELINE BLOOD SERVICES IN JACKSON, TN JACKSON CHAMBER PO BOX 1904 JACKSON TN 38302 620154490 501(C)6 6600 0 $5,000 FOR FORWARD JACKSON 2.00, $1,000 ANNUAL CELEBRATION, $600 FOR LEADERSHIP JACKSON MEAL SPONSORSHIP JACKSON CHRISTIAN SCHOOL 832 COUNTRY CLUB LANE JACKSON TN 38305 620985812 501(C)3 11000 0 $10,000 FOR STUDENT SCHOLARSHIPS, $1,000 FOR ONE4RYDER FOOTBALL CAMP JACKSON MADISON COUNTY SPORTS HALL OF FAME PO BOX 10085 JACKSON TN 38308 621534416 501(C)3 10320 0 STUDENT SCHOLARSHIPS JDRF 105 WESTPARK DR SUITE 415 BRENTWOOD TN 37027 231907729 501(C)3 120000 0 GENERAL SUPPORT JMCGH 620 SKYLINE DR JACKSON TN 38301 626010402 501(C)3 782748 0 $103,082.83 FOR THERAPY AND LEARNING CENTER, $9,493.86 FOR INDIGENT PATIENTS, $328,614.32 FOR THE AYERS CHILDREN'S MEDICAL CENTER, $226,346.04 FOR THE KIRKLAND CANER CENTER, $23,198.84 FOR TEMPERATURE SCREENING KIOSKS, $92,012 FOR GENERAL SUPPORT. LAKESHORE CAMP AND RETREAT CENTER 1458 PILOT KNOB RD EVA TN 38333 626002415 501(C)3 10000 0 GENERAL SUPPORT LIPSCMB UNIVERSITY MISSIONS 1 UNIVERSITY PARK DR NASHVILLE TN 37204 620485733 501(C)3 7800 0 FOR MISSION TRIP EXPENSES FOR 4 RESIDENT PHYSICIANS TO PERU. MAKE-A-WISH MID-SOUTH 1780 MORIAH WOODS BLVD SUITE 10 MEMPHIS TN 38117 621253153 501(C)3 61201 0 $53,201.31 FOR BENTON COUNTY CHILDREN, $8,000 FOR GENERAL SUPPORT. NEW HOME CHURCH 200 SILERTON ROAD HENDERSON TN 38340 501(C)3 75000 0 GENERAL SUPPORT NEW JERUSALEM TEMPLE 3105 S CAROLYN AVE SIOUX FALLS SD 57106 811809462 501(C)3 8676 0 GENERAL SUPPORT OAKLAND CEMETERY 385 MILAN HWY TRENTON TN 38382 501(C)3 36267 0 $35,267.24 FOR GENERAL SUPPORT, $1,000 FOR VETERAN'S DAY DINNER OLD FRIENDSHIP BAPTIST CHURCH 100 HUNTER LN FINGER TN 38334 501(C)3 500000 0 $300,000 FOR BUILDING FUND FOR THE CHURCH, $200,000 FOR GENERAL SUPPORT. OLD HICKORY ROTARY CLUB PO BOX 12133 JACKSON TN 38308 13800 0 FOR SAMARITAN'S FEET PROJECT RIFA 133 AIRWAYS BLVD JACKSON TN 38301 591709875 501(C)3 16250 0 $7,500 FOR BUS STOP CAFE, $8,750 FOR GENERAL SUPPORT SCARLET ROPE PROJECT PO BOX 7937 JACKSON TN 38302 823942096 501(C)3 56000 0 $51,000 FOR GENERAL SUPPORT, $5,000 FOR NEW HOUSE FOR PROGRAM RESIDENTS. SEACOAST COMMUNTY CHURCH 713 LONGPOINT RD MT PLEASANT SC 39464 501(C)3 8000 0 $3,000 FOR GENERAL OFFERING, $4,000 FOR LEGACY OFFERING, $1,000 FOR NATIONAL LEGACY LANE SECOND HARVEST FOOD BANK - BENTON COUNTY 331 GREAT CIRCLE ROAD NASHVILLE TN 38228 621049447 501(C)3 20000 0 GENERAL SUPPORT SOUTHWEST HUMAN RESOURCE AGENCY PO BOX 264 1527 WHITE AVE HENDERSON TN 38340 626050783 501(C)3 20000 0 GENERAL SUPPORT THE CRADDOCK CENTER PO BOX 69 CHERRY LOG GA 30522 010597551 501(C)3 6588 0 GENERAL SUPPORT THE JACKSON SYMPHONY 207 E LAFAYETTE STREET JACKSON TN 38301 620759052 501(C)3 69243 0 $10,000 FOR MUSIC AND HEALING PROGRAM, $4,805.24 FOR CLASSICAL ARTISTS, $845.46 FOR YOUTH ORCHESTRA SCHOLARSHIPS, $53,592 FOR GENERAL SUPPORT THE UNIVERSITY OF TENNESSEE MARTIN 554 UNIVERSITY ST MARTIN TN 38237 626001636 501(C)3 22082 0 STUDENT SCHOLARSHIPS TRENTON MEMORIAL LIBRARY 303 HIGH STREET TRENTON TN 38382 501(C)3 13000 0 $8,000 FOR BUILDING FUND, $5,000 FOR GENERAL SUPPORT UMCOR PO BOX 9068 NEW YORK CITY NY 10087 135562279 501(C)3 6500 0 $2,000 FOR HURRICANE IDA RELIEF, $500 FOR TORNADO RELIEF, $2,000 FOR UKRAINE RELEIF, $2,000 FOR INTERNATIONAL DISASTER RELIEF UNION UNIVERSITY 1050 UNION UNIVERSITY DRIVE JACKSON TN 38305 620516509 501(C)3 13500 0 STUDENT SCHOLARSHIPS UNITED WAY OF WEST TENNESSEE 470 N PARKWAY SUITE B JACKSON TN 38305 620590257 501(C)3 21000 0 GENERAL SUPPORT UNIVERSITY OF MEMPHIS PO BOX 1000 MEMPHIS TN 38148 626048540 6550 0 $6,500 FOR STUDENT SCHOLARSHIPS, $50 FOR GENERAL SUPPORT UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST 108 ALUMNI CENTER MEMPHIS TN 38152 626048540 501(C)3 110701 0 LAMBUTH NURSING STUDENT SCHOLARSHIPS UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER 62 S DUNLAP ST SUITE 420 MEMPHIS TN 38163 501(C)3 65329 0 FOR THE DIRECTORS POSITION FOR UT FAMILY PRACTICE CENTER WOMEN OF HOPE - HOPE RECOVERY CENTER 1925 HWY 18 PO BOX 94 MEDON TN 38356 271226306 501(C)3 6000 0 GENERAL SUPPORT YOUTH TOWN OF TENNESSEE INC 3641 YOUTH TOWN ROAD PINSON TN 38366 620674040 501(C)3 18366 0 GENERAL SUPPORT FIRST UNITED METHODIST CHURCH 500 S COLLEGE ST TRENTON TN 38382 501(C)3 80000 0 GENERAL SUPPORT HABITAT FOR HUMANITY JACKSON TENNESSEE 1668 N PARKWAY JACKSON TN 38301 621507212 501(C)3 15000 0 FOR CRITICAL HOME REPAIRS FOR SENIOR CITIZENS NORTHSIDE CHURCH 2571 N HIGHLAND AVE JACKSON TN 38305 843992083 501(C)3 15000 0 GENERAL SUPPORT WEST TN WOMEN'S CENTER 620 SKYLINE DR JACKSON TN 38301 626010402 501(C)3 9212 0 FOR INFANT SLEEP SACKS 47 7 ASSISTANCE WITH TUITION AND OTHER SCHOOL COSTS - JACKSON CHRISTIAN SCHOOL 2 7306 ASSISTANCE FOR UTILITY BILLS FOR CANCER PATIENTS AND EMPLOYEES OF WEST TENNESSEE HEALTHCARE - JACKSON ENERGY AUTHORITY 18 6130 ASSISTANCE WITH HR BENEFITS FOR EMPLOYEES OF WEST TENNESSEE HEALTHCARE AND ASSISTANCE WITH TUITION OF ADULT SPECIAL NEEDS PROGRAM - JACKSON MADISON COUNTY GENERAL HOSPITAL 10 10958 ASSISTANCE WITH PRESCRIPTION COST FOR INDIGENT PATIENTS - JACKSON-MADISON COUNTY GENERAL HOSPITAL PHARMACY 300 12512 ASSITANCE WITH GROCERIES - KROGER STORE 105 23500 ASSISTANCE WITH DENTAL CARE FOR CANCER PATIENT - MID-SOUTH DENTAL IMPLANT AND ORAL SURGERY CENTER 1 6570 ASSISTANCE WITH TRANSPORTATION TO TREATMENT FOR CANCER PATIENTS - KIRKLAND CANCER CENTER 270 6500 ASSISTANCE WITH DENTAL CARE FOR CANCER PATIENTS - WEST TENNESSEE CENTER FOR ORAL AND FACIAL SURGERY 3 11825 X 8 205363 SUBSEQUENT SELLING PRICE X DONATED SILENT AUCTION ITEMS 194 25280 AMOUNT RECEIVED AT A 0 0 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART 1, COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE AND FINANCE COMMITTEE REVIEW THE FORM 990 AND RECOMMEND IT FOR APPROVAL TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS ARE FORWARDED TO THE COMPLIANCE OFFICER OF THE HOSPITAL AND REVIEWED FOR ANY CONFLICTS, WHICH MUST THEN BE DISCLOSED TO THE FULL BOARD FOR ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION IS AN AFFILIATE OF THE JACKSON MADISON COUNTY GENERAL HOSPITAL; ALL COMPENSATION IS DETERMINED BY THE HOSPITAL. THE HOSPITAL ALSO DONATED WAGES AND BENEFITS AS IN-KIND SERVICES, WHICH ARE ELIMINATED FOR PURPOSES OF THIS FORM 990 PER IRS INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: DIRECT SPECIAL EVENT EXPENSES 462. FORM 990. PART XII, LINE 2C ORGANIZATION'S BOARD OF DIRECTORS OVERSEES THE PREPARATION OF THE AUDIT BY EXTERAL ACCOUNTANTS. THE FOUNDATION CHARITABLE HOLDINGS LLC 620 SKYLINE DR JACKSON TN 38301 ACCEPT & SELL OR DISPOSE OF REAL ESTATE CONTRIBUTED TO THE FOUNDATION TN 100 WEST TN HEALTHCARE FOUNDATION INC