2024-11-14T13:03:26-06:00 2024-06-30 203250784 WILKINS CREWS & ASSOCIATES PC 430 CHESTNUT STREET FOURTH FLOOR CHATTANOOGA TN 37402 990PF 2023-07-01 626045925 HAZEL MONTAGUE HUTCHESON FOUNDATION C/O JOHN L HUTCHESON IV TRUSTEE HAZE 4238216193 1237 BROWNS FERRY ROAD CHATTANOOGA TN 37419 JOHN HUTCHESON TRUSTEE 4238216193 2024-11-13 1 1 SUSAN M JOHNSON P00741734 4232665177 2023 2024-10-15 13:58:12Z X 6184360 X X 195431 195431 108333 908131 108333 303764 303764 0 0 0 3975 3975 0 37892 18946 18944 4392 0 0 46259 22921 18944 280000 280000 326259 22921 298944 -22495 280843 469189 498503 498503 623846 573321 573534 1287824 1251540 3544835 1436420 1471420 1567488 3817279 3794784 6184360 0 0 X 4996810 4996810 0 0 -1179531 -1202026 3817279 3794784 3817279 3794784 3817279 -22495 0 3794784 0 3794784 PUBLIC TRADED SECURITIES 18934 20385 -1451 -1451 PUBLIC TRADED SECURITIES 889197 779413 109784 109784 108333 3904 0 3904 0 3904 4392 0 0 0 4392 0 488 488 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A BROOKS MOORE ASSOCIATES INC 4237568628 3905 ST ELMO AVENUE CHATTANOOGA TN 37409 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN L HUTCHESON IV 1237 BROWNS FERRY ROAD CHATTANOOGA TN 37419 TRUSTEE 0.00 0 0 0 HAZEL H BELL 1020 SCENIC HIGHWAY LOOKOUT MOUNTAIN GA 30750 TRUSTEE 0.00 0 0 0 JOHN BANKS 1853 BRENTWOOD POINTE FRANKLIN TN 37067 TRUSTEE 0.00 0 0 0 THEODORE M HUTCHESON JR 285 CEN OLY PK DR NW 2101 ATLANTA GA 30313 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 5637060 454298 0 6091358 0 0 6091358 91370 5999988 299999 299999 3904 3904 296095 0 296095 0 296095 298944 0 298944 296095 0 0 49638 49638 15372 14797 129445 298944 0 0 0 296095 2849 0 0 132294 0 0 0 0 0 0 49638 82656 49638 15372 14797 2849 MR RICKY MOORE CO MOORE ASSOCIATES 3905 ST ELMO AVENUE CHATTANOOGA TN 37409 4237568628 LETTER AND PROPOSAL INCLUDING IRS DETERMINATION LETTER, SPONSORSHIP LEVELS AND MOST RECENT FORM 990 FILED. NONE THE FOUNDATION AWARDS GRANTS ONCE A YEAR BASED ON OUR PRIORITIES, TAX REQUIREMENTS, LEGAL COMPLIANCE, AND APPROVAL BY THE FOUNDATION'S TRUSTEES TO 501(C)(3) CHARITABLE ORGANIZATIONS PRIMARILY IN EAST TENNESSEE FOR PRIORITY CAUSES IN THE FIELDS OF EDUCATION, WELLNESS, ARTS/CULTURE, AND MILITARY/VETERANS. THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS OR FAMILIES SEEKING SCHOLARSHIPS, MEDICAL OR OTHER ASSISTANCE. ADDISON'S TOY CHEST 5495 GLEN OAK PL SANFORD FL 32771 N/A PUBLIC CHARITY UNRESTRICTED GRANT 9000 AIM CENTER 472 W MLK BLVD CHATTANOOGA TN 37402 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 ALS CENTER AT ERLANGER 975 E 3RD ST CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW STE 1300 ATLANTA GA 30303 N/A PUBLIC CHARITY UNRESTRICTED GRANT 500 AUSTIN PEAY STATE UNIVERSITY FOUNDATION 318 COLLEGE ST CLARKSVILLE TN 37044 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2500 BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 BIBLE IN THE SCHOOLS 200 W MLK BLVD STE 300 CHATTANOOGA TN 37402 N/A PUBLIC CHARITY UNRESTRICTED GRANT 5000 BIG BROTHERS BIG SISTERS 2015 BAILEY AVE CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 8000 BOWEN THEORY EDUCATION CENTER PO BOX 25588 CHATTANOOGA TN 37422 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 BRIGHT SCHOOL 1950 MCDADE LN CHATTANOOGA TN 37405 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 CARS RACING FOR A DREAM PO BOX 1148 AUBURNDALE FL 33823 N/A PUBLIC CHARITY UNRESTRICTED GRANT 10000 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 CHARLOTTE LATIN SCHOOL 9502 PROVIDENCE RD CHARLOTTE NC 28277 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4000 CHATT FOUNDATION 727 E 11TH ST CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 CHATTANOOGA AREA FOOD BANK 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 CHATTANOOGA GIRLS LEADERSHIP ACADEMY 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 7000 CHATTANOOGA ROOM IN THE INN 230 N HIGHLAND PARK AVE CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1900 CHATTANOOGA ZOO 301 N HOLTZCLAW AVE CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 6934 CHILDRENS NUTRITION PROGRAM OF HAITI 1401 WILLIAMS ST 140 CHATTANOOGA TN 37408 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 CHILDREN'S THEATRE OF CHARLOTTE 300 E 7TH ST CHARLOTTE NC 28202 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 CHURCH OF THE GOOD SHEPHERD 211 FRANKLIN RD LOOKOUT MOUNTAIN TN 37350 N/A PUBLIC CHARITY UNRESTRICTED GRANT 16000 CRABTREE FARMS 1000 E 30TH ST CHATTANOOGA TN 37407 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 EAST TENNESSEE STATE UNIVERSITY 1276 GILBREATH DR JOHNSON CITY TN 37614 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 GIRLS PREPARATORY SCHOOL 205 ISLAND AVE CHATTANOOGA TN 37405 N/A PUBLIC CHARITY UNRESTRICTED GRANT 5000 GOOD NEIGHBORS OF BLOUNT COUNTY 320 W BROADWAY AVE MARYVILLE TN 37801 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 GRACE EPISCOPAL CHURCH 20 BELVOIR AVE CHATTANOOGA TN 37411 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 HABITAT FOR HUMANITY 1201 E MAIN ST CHATTANOOGA TN 37408 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 HOSANNA HOUSE PO BOX 958 HIXSON TN 37343 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 HUMANE EDUCATIONAL SOCIETY OF CHATT 4155 RANDOLPH CIRCLE CHATTANOOGA TN 37406 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 HUNTER MUSEUM OF AMERICAN ART 10 BLUFF VIEW AVE CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 JEFF GORDON CHILDREN'S FOUNDATION 1310 S TRYON ST 105 CHARLOTTE NC 28203 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 JONES UNITED METHODIST CHURCH 4131 RINGGOLD RD CHATTANOOGA TN 37412 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 KING UNIVERSITY 1350 KING COLLEGE RD BRISTOL TN 37620 N/A PUBLIC CHARITY UNRESTRICTED GRANT 10000 LAUNCH CHATTANOOGA 100 CHEROKEE BLVD STE 2103 CHATTANOOGA TN 37405 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 LEADING THE WAY PO BOX 20100 ATLANTA GA 30325 N/A PUBLIC CHARITY UNRESTRICTED GRANT 5000 LEE UNIVERSITY STRING THEORY 1120 N OCOEE ST CLEVELAND TN 37311 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 76 LOOKOUT MOUNTAIN TN 37350 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 LOOKOUT MOUNTAIN PRESBYTERIAN CHURCH 316 N BRAGG AVE LOOKOUT MOUNTAIN TN 37350 N/A PUBLIC CHARITY UNRESTRICTED GRANT 5000 LULA LAKE LAND TRUST 5000 LULA LAKE RD LOOKOUT MOUNTAIN GA 30750 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 MARK MAKING 2510 N CHAMBERLAIN AVE CHATTANOOGA TN 37406 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 MCCALLIE SCHOOL 500 DODDS AVE CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 11000 MISSISSIPPI STATE UNIVERSITY DEV FOUNDATION 1 HUNTER HENRY BLVD MISSISSIPPI STATE MS 39762 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 MONTESSORI ELEMENTARY 700 S HAWTHORNE ST CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 6000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 N/A PUBLIC CHARITY UNRESTRICTED GRANT 500 NATIONAL PARK PARTNERS PO BOX 748 CHATTANOOGA TN 37401 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 NEW HOPE CHILDREN'S ADVOCACY CENTER 216 SOUTHDOWNE DR MARYVILLE TN 37801 N/A PUBLIC CHARITY UNRESTRICTED GRANT 6000 ORANGE GROVE CENTER 615 DERBY ST CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BLVD CHARLOTTE NC 28203 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 PLANNED PARENTHOOD SOUTHEAST 241 PEACHTREE ST NE 400 ATLANTA GA 30303 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 REFLECTION RIDING ARBORETUM & NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 RONALD MCDONALD HOUSE CHARITIES CHATT 200 CENTRAL AVE CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 SHEPHERD'S ARMS RESCUE MISSION 4012 WEST AVE CHATTANOOGA TN 37410 N/A PUBLIC CHARITY UNRESTRICTED GRANT 3000 SISKIN HOSPITAL FOR PHYSICAL REHABILITATION ONE SISKIN PLAZA CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT ST STE 400 CHARLOTTESVILLE VA 22902 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2333 STEP AHEAD FOUNDATION 850 MARKET ST CHATTANOOGA TN 37402 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 STRONGHOLD RESCUE AND RELIEF PO BOX 493 MENOMONEE FALLS WI 53052 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 SUBURBAN CLUB OF CHATTANOOGA 2002 E MAIN ST CHATTANOOGA TN 37404 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1333 TENNESSEE AQUARIUM 1 BROAD ST CHATTANOOGA TN 37402 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4000 THE EDUCATIONAL FOUNDATION INC PO BOX 153 GLENSHAW PA 15116 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 THE GO JEN GO FOUNDATION 7804 FAIRVIEW RD CHARLOTTE NC 28226 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1700 THE LAUNCH PAD 617 MARLBORO AVE EAST RIDGE TN 37412 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2500 THE POP-UP PROJECT 1602 ARAPAHO DR SODDY DAISY TN 37379 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1500 TURPENTINE CREEK FOUNDATION INC 239 TURPENTINE CREEK LN EUREKA SPRINGS AR 72632 N/A PUBLIC CHARITY UNRESTRICTED GRANT 29000 UNITED SERVICE ORGANIZATIONS PO BOX 96860 WASHINGTON DC 20077 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 UNIVERSITY OF ALABAMA 500 UNIVERSITY BLVD EAST TUSCALOOSA AL 35401 N/A PUBLIC CHARITY UNRESTRICTED GRANT 12000 WDM THEATRE CO 13506 SUMMERPORT VILLAGE PKWY WINDERMERE FL 34786 N/A PUBLIC CHARITY UNRESTRICTED GRANT 10000 WELCOME HOME OF CHATTANOOGA 400 S GERMANTOWN RD CHATTANOOGA TN 37411 N/A PUBLIC CHARITY UNRESTRICTED GRANT 5500 WOMEN'S IMPACT FUND 2525 DISTRIBUTION ST CHARLOTTE NC 28203 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1300 WTCI-PUBLIC TELEVISION 7540 BONNYSHIRE DR CHATTANOOGA TN 37416 N/A PUBLIC CHARITY UNRESTRICTED GRANT 2000 WUTC-NATIONAL PUBLIC RADIO 615 MCCALLIE AVE DEPT 1151 CHATTANOOGA TN 37403 N/A PUBLIC CHARITY UNRESTRICTED GRANT 1000 YMCA 301 W 6TH ST CHATTANOOGA TN 37402 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4000 280000 0 14 195431 108333 0 195431 108333 303764 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3975 3975 0 ABBOTT LABS 1,400 SHS 34925 145474 ABBVIE INC 800 SHS 19968 137216 ALPHABET INC CL A 1200 SHS 65399 218580 APPLE INC 700 SHS 16825 147434 BANK AMERICA CORP 2,400 SHS 70790 95448 CHEVRON CORPORATION 1,000 SHS 3581 156420 CISCO SYSTEMS INC 2,000 SHS 68989 95020 DUKE ENERGY CORP 1,000 SHS 41751 100230 DUPONT DE NEMOURS INC 800 SHS 31118 64392 EXXON MOBIL CORPORATION 1,500 SHS 14773 172680 GENERAL MILLS INC 500 SHS 27317 31630 HOME DEPOT INC 700 SHS 17409 240968 HONEYWELL INTERNATIONAL INC 500 SHS 71357 106770 JOHNSON & JOHNSON 1,000 SHS 48516 146160 JP MORGAN CHASE & CO 700 SHS 99500 141582 LOCKHEED MARTIN CORP 300 SHS 95517 140130 MERCK & CO INC 1,100 SHS 60213 136180 MICROSOFT CORP 600 SHS 20664 268170 MONDELEZ INTERNATIONAL INC 1,500 SHS 16840 98160 PAYPAL HOLDINGS INC 700 SHS 37874 40621 PEPSICO INC 500 SHS 63203 90712 PINNACLE FINANCIAL PARTNERS INC 1200 SHS 94531 96048 PROCTOR & GAMBLE CO 800 SHS 6693 131936 QUALCOMM INC 600 SHS 46250 119508 UNITED PARCEL SERVICE 800 SHS 81368 109480 WALMART INC 3,000 SHS 1557 203130 RTX CORPORATION 400 SHS 37345 40156 ORACLE CORPORATION 500 SHS 57267 70600 573321 573534 0 0 GOLDMAN SACHS GQG PTNRS INTL OPP FUND 16092 SHS AT COST 265000 373013 GOLDMAN SACHS INTL SMALL CAP INSIGHTS FUND 6,769 SHS AT COST 90000 86445 MORGAN STANLEY PVT BANK CD, 3.150%, 05/19/25 AT COST 50000 49082 UBS BANK USA CD, 3.0%, 11/12/24 AT COST 50000 49568 VANGUARD INTERMEDIATE-TERM BOND ETF 1,200 SHS AT COST 94768 89868 VANGUARD ULTRA SHORT TERM BOND FD 7,362 SHS AT COST 146652 146578 AMERICAN EXPR NATL BANK CD, 4.400%, 10/06/25 AT COST 100000 99122 AMERICAN EXPR NATL BANK CD, 5.000%, 3/23/26 AT COST 50000 50007 BMW BANK NA UTAH CD, 4.450%, 2/10/25 AT COST 50000 49730 CAPITAL ONE CD, 5.000%, 11/16/2027 AT COST 50000 50293 CHARLES SCHWAB BANK SSB CD, 5.350%, 9/23/24 AT COST 75000 74887 CITY NATL BANK - BEV HILLS CD, 4.350%, 1/26/26 AT COST 50000 49513 DISCOVER BANK CD, 4.550%, 10/26/26 AT COST 50000 49639 EAGLEBANK CD, 4.500%, 7/21/25 AT COST 50000 49649 MANUF & TRADERS TRUST CO CD, 4.700%, 12/16/24 AT COST 100000 99694 WELLS FARGO BANK CD, 5.250%, 3/17/25 AT COST 50000 49997 UBS BANK CD, 5.050% 11/08/27 AT COST 50000 50393 MORGAN STANLEY BANK CD, 5.000%, 9/15/25 AT COST 50000 49918 WELLS FARGO BANK CD, 5.200%, 11/28/25 AT COST 50000 50092 INVESTMENT MANAGEMENT FEES 30059 15030 15029 TRUSTEE FEES 7833 3916 3915 EXCISE TAX 4392 0 0