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Nonprofiteer
← BOTA FOUNDATION

Form 990 for tax year 2024

Filed by BOTA FOUNDATION.

Totals

Total revenue
$4,148,499
Total expenses
$1,360,542
Contributions and grants received
$0
Grants paid
$1,184,100
Program service revenue
$0
Investment income
$4,148,499
Other revenue
$0
Total assets, end of year
$49,473,483
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$49,473,483
Program services expenses (Part IX)
$1,184,100
Management and general expenses
$176,442
Fundraising expenses
$0
Program service expenses (Part III)
$1,184,100

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $884,931 · excluded $884,931

  • 7a · Gross sales of assets other than inventory

    securities $16,291,176

  • 7b · Less cost or other basis and sales expenses

    securities $13,027,608

  • 7c · Gain or loss

    securities $3,263,568

  • 7d · Net gain or loss

    total $3,263,568 · excluded $3,263,568

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,184,100 · program services $1,184,100

  • 11f · Fees: investment management

    total $174,222 · management and general $174,222

  • 24a · Other expenses: MISCELLANEOUS

    total $2,220 · management and general $2,220

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,368 · end of year $15,368

  • 7 · Other notes and loans receivable

    beginning of year $919,876 · end of year $1,471,083

  • 11 · Investments: publicly traded securities

    beginning of year $43,495,722 · end of year $47,869,993

  • 12 · Investments: other securities

    beginning of year $110,000 · end of year $110,000

  • 15 · Other assets

    beginning of year $7,039 · end of year $7,039

  • 27 · Net assets without donor restrictions

    beginning of year $44,548,005 · end of year $49,473,483

Mission and programs · 2024

Mission

TO ACCUMULATE FUNDS AND PROVIDE ASSISTANCE TO CARRY OUT THE CHARITABLE MISSION OF THE ORANGE GROVE CENTER.

Activities or mission (Part I)

TO SUPPORT THE ORANGE GROVE CENTER, A TAX-EXEMPT ORGANIZATION IN CHATTANOOGA, TENNESSEE, THAT SERVES ADULTS AND CHILDREN WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES.

  • GRANT TO ORANGE GROVE - HABILITATION GRANT - $317,400GRANT TO ORANGE GROVE - UNFUNDED CLIENTS - $45,000GRANT TO ORANGE GROVE - SUBMITTED REQUESTS - $821,700

    Expenses $1,184,100 · Grants $1,184,100

As filed on the 2024 return.

Listed in Part VII

  • John F Germ

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.75

  • William R Russell

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Hugh J Moore Jr Esq

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Perry

    AT LARGE MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jonathan F Kent Esq

    AT LARGE MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ORANGE GROVE CENTER

    501(C)(3) · OPARATES A LEARNING FACILITY FOR THOSE W/ PHYSICAL/MENTAL CHALLENGES · TN

Provenance

Return type
form_990
Tax year
2024
Filed
18 December 2025
IRS schema version
2024v5.2
Source object
202523539349300802

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