2024-10-10T10:35:54-05:00 2024-06-30 570381582 ELLIOTT DAVIS LLC PLLC 629 MARKET STREET SUITE 100 CHATTANOOGA TN 37402 990PF 2023-07-01 201245843 THE HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC HACK 4232671430 736 MARKET STREET 1400 CHATTANOOGA TN 37402 L HARDWICK CALDWELL III PRESIDENT 4232671430 2024-10-09 1 1 LUCY C GATES P01081066 4237567100 2024-10-09 2023 2024-10-15 13:58:12Z X 429032 X 294000 2581 2581 700 700 -1106 0 276 0 296451 3281 0 0 0 2600 650 1950 1126 1126 0 143 102 0 3551 888 2663 7420 2766 4613 367026 367026 374446 2766 371639 -77995 515 2192 15368 15368 496790 413664 413664 498982 429032 429032 0 0 X 0 0 0 0 498982 429032 498982 429032 498982 429032 498982 -77995 8045 429032 0 429032 CAPITAL GAIN/LOSS FROM TSW II K-1 P 1106 -1106 -1106 -1106 7 0 7 0 7 0 0 0 0 0 0 7 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 N/A L HARDWICK CALDWELL III 4232671430 736 MARKET ST SUITE 1400 CHATTANOOGA TN 37402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 L HARDWICK CALDWELL III SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 PRESIDENT/BOARD MEMBER 1.00 0 0 0 KATHERINE S CALDWELL SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 SECRETARY/BOARD MEMBER 1.00 0 0 0 KATHERINE C NEVIN SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 CHARLOTTE H CALDWELL SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 ELIZABETH C CAKE SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 JOSEPH HARDWICK CALDWELL SUITE 1400 SUNTRUST BANK 736 MARKET STREET CHATTANOOGA TN 37402 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 116355 16785 335341 468481 0 0 468481 7027 461454 23073 23073 7 7 23066 0 23066 0 23066 371639 0 371639 23066 0 0 162881 469953 428287 1061121 371639 0 0 0 23066 348573 0 0 1409694 0 0 0 0 0 0 162881 1246813 469953 428287 348573 L HARDWICK CALDWELL III KATHERINE S CALDWELL L HARDWICK CALDWELL III SUITE 1400 SUNTRUST BANK BUILDING 736 MARKET STREET CHATTANOOGA TN 37402 4232671430 TYPED LETTER OF REQUEST NOT TO EXCEED TWO PAGES NONE NONE A STEP AHEAD CHATTANOOGA 850 MARKET ST STE 228 CHATTANOOGA TN 37402 NONE PC GENERAL OPERATIONS 2000 ARTSBUILD 301 E 11TH ST STE 300 CHATTANOOGA TN 37403 NONE PC GENERAL OPERATIONS 4000 ATLANTIC SALMON FEDERATION PO BOX 807 CALAIS ME 04619 NONE PC GENERAL OPERATIONS 15000 BOYS AND GIRLS CLUBS OF THE PLATEAU PO BOX 1812 CASHIERS NC 28717 NONE PC GENERAL OPERATIONS 250 CARDIGAN MOUNTAIN SCHOOL 62 ALUMNI DRIVE CANAAN NH 03741 NONE PC GENERAL OPERATIONS 1000 CASTLETON FESTIVAL 671 CASTLETON VIEW ROAD CASTLETON VA 22716 NONE PC VOCAL IMMERSION PROGRAM 1000 CENTER FOR ACTION AND CONTEMPLATION PO BOX 12464 ALBUQUERQUE NM 87195 NONE PC GENERAL OPERATIONS 100 CHATTANOOGA CHURCH MINISTRIES 727 EAST 11TH STREET CHATTANOOGA TN 37403 NONE PC GENERAL OPERATIONS 15000 CHATTANOOGA FELLOWSHIP OF CHRISTIAN ATHLETES 5208 HIXSON PIKE HIXSON TN 37343 NONE PC GENERAL OPERATIONS 250 CHATTANOOGA GIRLS LEADERSHIP ACADEMY 1802 BAILEY AVE CHATTANOOGA TN 37404 NONE PC GENERAL OPERATIONS 500 CHILDRENS NUTRITION PROGRAM OF HAITI 1401 WILLIAMS ST UNIT 140 CHATTANOOGA TN 37408 NONE PC GENERAL OPERATIONS 250 CHOATE ROSEMARY HALL 333 CHRISTIAN ST WALLINGFORD CT 06492 NONE PC GENERAL OPERATIONS 100 CHURCH OF THE GOOD SHEPHERD 211 FRANKLIN ROAD LOOKOUT MOUNTAIN TN 37350 NONE PC GENERAL OPERATIONS 28500 CRABTREE FARMS 1000 E 30TH ST CHATTANOOGA TN 37407 NONE PC GENERAL OPERATIONS 100 DARDEN SCHOOL FOUNDATION 100 DARDEN BLVD CHARLOTTESVILLE VA 22903 NONE PC GENERAL OPERATIONS 2500 DELTA WATERFOWL FOUNDATION 1412 BASIN AVE BISMARK ND 58504 NONE PC GENERAL OPERATIONS 5000 EARTH & SOUL 123 S DURBIN ST CASPER WY 82601 NONE PC GENERAL OPERATIONS 2000 GIRLS PREPARATORY SCHOOL 205 ISLAND AVE CHATTANOOGA TN 37405 NONE PC ANNUAL FUND ON BEHALF OF KATE CALDWELL NEVIN 4500 HABITAT FOR HUMANITY GREATER CHATTANOOGA 1201 E MAIN ST CHATTANOOGA TN 37402 NONE PC GENERAL OPERATIONS 1000 HEART GALLERY 110 E MAIN ST CHATTANOOGA TN 37402 NONE PC GENERAL OPERATIONS 100 HIGHLANDS CASHIERS HEALTH FOUNDATION 348 S 5TH ST HIGHLANDS NC 28741 NONE PC GENERAL OPERATIONS 250 HIGHLANDS CASHIERS LAND TRUST 348 S 5TH ST HIGHLANDS NC 28741 NONE PC GENERAL OPERATIONS 250 HUNTER MUSEUM OF AMERICAN ART 10 BLUFF VIEW AVE CHATTANOOGA TN 37403 NONE PC CHAIRMAN'S CIRCLE 36000 KAVOD 820 S MONACO STE 234 DENVER CO 80224 NONE PC GENERAL OPERATIONS 1000 LOOKOUT MOUNTAIN CONSERVANCY 3085 BROAD ST CHATTANOOGA TN 37408 NONE PC GENERAL OPERATIONS 500 LOOKOUT MOUNTAIN SCHOOL 321 N BRAGG AVE LOOKOUT MOUNTAIN TN 37350 NONE PC GENERAL OPERATIONS 4200 LULA LAKE LAND TRUST 5000 LULA LAKE RD LOOKOUT MOUNTAIN GA 30750 NONE PC GENERAL OPERATIONS 250 METROPOLITAN MINISTRIES 4001 ROSSVILLE BLVD CHATTANOOGA TN 37407 NONE PC GENERAL OPERATIONS 5000 OUTREACH HAITI 815 BOSWELL AVE NORWICH CT 06360 NONE PC GENERAL OPERATIONS 250 RANDOLPH COLLEGE PO BOX 3215 LYNCHBURG VA 24503 NONE PC MAIER MUSEUM 22974 REFLECTION RIDING 400 GARDEN RD CHATTANOOGA TN 37419 NONE PC GENERAL OPERATIONS 1100 SCULPTURE FIELDS AT MONTAGUE PARK 1800 POLK ST CHATTANOOGA TN 37408 NONE PC GENERAL OPERATIONS 500 SMITHSONIAN INSTITUTION 600 MARYLAND AVE SW WASHINGTON DC 20002 NONE PC GENERAL OPERATIONS 14000 SOLIT 301 E 11TH STREET STE 301 CHATTANOOGA TN 37403 NONE PC GENERAL OPERATIONS 1000 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET STE 400 CHARLOTTESVILLE VA 22902 NONE PC GENERAL OPERATIONS 1000 ST MARGARETS SCHOOL PO BOX 158 TAPPAHANNOCK VA 22560 NONE PC GENERAL OPERATIONS 1000 STOVE WORKS 1250 E 13TH ST CHATTANOOGA TN 37408 NONE PC GENERAL OPERATIONS 42502 TALL TIMBERS 13093 HENRY BEADEL DR TALLAHASSEE FL 32301 NONE PC QUAIL MANAGEMENT RESEARCH 1000 THE BOYS AND GIRLS CLUBS OF CHATTANOOGA PO BOX 11567 CHATTANOOGA TN 37401 NONE PC GENERAL OPERATIONS 1000 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DRIVE ASHVILLE NC 28803 NONE PC WADE HAMPTON FOUNDATION FUND 2500 THE CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 NONE PC 2022 MUSEUM SPONSORSHIP 17500 THE POP UP PROJECT 3214 BRAINERD RD CHATTANOOGA TN 37405 NONE PC GENERAL OPERATIONS 2500 THE UNIVERSITY OF THE SOUTH 735 UNIVERSITY AVE SEWANEE TN 37383 NONE PC GENERAL OPERATIONS 3500 THE WOMEN'S FUND OF GREATER CHATTANOOGA 1100 MARKET ST STE 600 CHATTANOOGA TN 37402 NONE PC GENERAL OPERATIONS 250 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET STREET PO BOX 4027 CHATTANOOGA TN 37405 NONE PC TRANSFORMING UNITED WAY CAMPAIGN 35000 VERIDITAS 101 H STREET SUITE D PETALUMA CA 94952 NONE PC GENERAL OPERATIONS 1000 VIRGINIA EPISCOPAL SCHOOL 400 VES RD LYNCHBURG VA 24503 NONE PC GENERAL OPERATIONS 1000 WINOUS POINT MARSH CONSERVANCY 3500 SOUTH LATTIMORE ROAD PORT CLINTON OH 43452 NONE PC GENERAL OPERATIONS 25000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE NC GENERAL OPERATIONS 250 ELLA LIBRARY PO BOX 3034 CHATTANOOGA TN 37404 NONE PC GENERAL OPERATIONS 500 MCCALLIE SCHOOL 500 DODDS AVENUE CHATTANOOGA TN 37404 NONE PC GENERAL OPERATIONS 60000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 NONE PC GENERAL OPERATIONS 250 SPLASH PO BOX 3617 CHATTANOOGA TN 37404 NONE PC GENERAL OPERATIONS 500 THE DAWN REDWOODS CHARITABLE TRUST 1 BLACKFIELD DR 331 BELVEDERE TIBURON CA 94920 NONE PC GENERAL OPERATIONS 250 USSGA MEMORIAL FUND CO MGA 49 KNOLLWOOD RD ELMSFORD NY 10523 NONE PC GENERAL OPERATIONS 100 367026 0 14 2581 14 700 14 -1106 UBTI FROM PASSTHROUGH 900099 276 276 2175 0 2451 0 0 0 0 0 0 0 0 0 0 X X 1 ELIZABETH CALDWELL CAKE 736 MARKET STREET SUITE 1400 CHATTANOOGA TN 37402 28500 X 2 CHARLOTTE CALDWELL 611 LYTLE STREET CHATTANOOGA TN 37405 16000 X 3 HACKER CALDWELL 611 LYTLE STREET CHATTANOOGA TN 37405 242000 X 4 HARDWICK CALDWELL 611 LYTLE STREET CHATTANOOGA TN 37405 7500 X ACCOUNTING FEE 2600 650 1950 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE HACKER & KITTY CALDWELL FAMILY FOUNDATION, INC. ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM THE PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:YEAR END 2012 AMOUNT $1,173. INVESTMENT IN TSW II, LP AT COST 22594 22594 INVESTMENT IN ART AT COST 335341 335341 INVESTMENT IN TSW II, LP - SIDE POCKET AT COST 55729 55729 CONTRACT LABOR 2500 625 1875 OFFICE SUPPLIES 26 7 19 MISCELLANEOUS EXPENSE 1025 256 769 UBTI FROM PASSTHROUGH 276 276 UNREALIZED GAINS/LOSSES 8045 INVESTMENT EXPENSES FROM PASSTHROUGH 1126 1126 0 FEDERAL EXCISE TAX 41 0 0 STATE TAX 102 102 0