Totals
- Total revenue
- $27,657,283
- Total expenses
- $19,148,820
- Contributions and grants received
- $14,085,772
- Grants paid
- $16,140,007
- Program service revenue
- $0
- Investment income
- $13,383,539
- Other revenue
- $187,972
- Total assets, end of year
- $282,537,401
- Total liabilities, end of year
- $3,600,256
- Net assets or fund balances, end of year
- $278,937,145
- Program services expenses (Part IX)
- $17,400,960
- Management and general expenses
- $994,377
- Fundraising expenses
- $753,483
- Program service expenses (Part III)
- $17,400,960
Program services were 90.9% 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.
-
1c · Fundraising events
$425,217
-
1d · Related organizations
$808,628
-
1e · Government grants (contributions)
$511,275
-
1f · All other contributions, gifts and grants
$12,340,652
-
1g · Noncash contributions included above
$1,532,837
-
3 · Investment income
total $6,833,568 · excluded $6,833,568
-
5 · Royalties
total $13,527 · excluded $13,527
-
7a · Gross sales of assets other than inventory
securities $9,226,868
-
7b · Less cost or other basis and sales expenses
securities $2,676,897
-
7c · Gain or loss
securities $6,549,971
-
7d · Net gain or loss
total $6,549,971 · excluded $6,549,971
-
8a · Fundraising events: gross income
$183,642
-
8a · Fundraising events: contributions included on line 1c
$425,217
-
8b · Fundraising events: direct expenses
$237,363
-
8c · Net income from fundraising events
total -$53,721 · excluded -$53,721
-
11a · Other revenue: THE TIFF KEYSTONE FUND, LP
total $150,219 · unrelated business $150,219
-
11b · Other revenue: ADMINSTRATIVE FEES
total $67,850 · excluded $67,850
-
11c · Other revenue: CHOICES IN SENIOR CARE, LLC
total $10,097 · unrelated business $10,097
-
11e · Other revenue, total
$228,166
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $15,047,005 · program services $15,047,005
-
2 · Grants to domestic individuals
total $927,897 · program services $927,897
-
3 · Grants to foreign organizations and individuals
total $165,105 · program services $165,105
-
5 · Compensation of officers, directors and key employees
total $637,404 · program services $186,027 · management and general $267,522 · fundraising $183,855
-
7 · Other salaries and wages
total $1,025,546 · program services $489,723 · management and general $276,823 · fundraising $259,000
-
8 · Pension plan contributions
total $39,518 · program services $18,158 · management and general $10,626 · fundraising $10,734
-
9 · Other employee benefits
total $145,266 · program services $59,559 · management and general $47,938 · fundraising $37,769
-
10 · Payroll taxes
total $123,457 · program services $50,617 · management and general $40,741 · fundraising $32,099
-
11b · Fees: legal
total $23,331 · management and general $23,331
-
11c · Fees: accounting
total $70,439 · management and general $70,439
-
11d · Fees: lobbying
total $14,100 · program services $14,100
-
11f · Fees: investment management
total $19,578 · management and general $19,578
-
11g · Fees: other
total $71,599 · management and general $71,599
-
12 · Advertising and promotion
total $221,527 · program services $207,414 · fundraising $14,113
-
13 · Office expenses
total $107,706 · program services $21,520 · management and general $17,916 · fundraising $68,270
-
14 · Information technology
total $83,896 · program services $41,948 · management and general $20,974 · fundraising $20,974
-
16 · Occupancy
total $297,312 · program services $121,898 · management and general $98,113 · fundraising $77,301
-
17 · Travel
total $22,546 · program services $11,273 · fundraising $11,273
-
19 · Conferences, conventions and meetings
total $13,638 · program services $5,591 · management and general $4,501 · fundraising $3,546
-
20 · Interest
total $125 · management and general $125
-
22 · Depreciation, depletion and amortization
total $9,955 · program services $4,082 · management and general $3,285 · fundraising $2,588
-
23 · Insurance
total $30,251 · program services $12,403 · management and general $9,983 · fundraising $7,865
-
24a · Other expenses: MISCELLANEOUS FUNDRAISING
total $24,096 · fundraising $24,096
-
24b · Other expenses: PHILANTHROPIC LEADERSHIP
total $16,640 · program services $16,640
-
24c · Other expenses: PROFESSIONAL DEVELOPMENT
total $10,883 · management and general $10,883
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $15,753,835 · end of year $12,051,733
-
3 · Pledges and grants receivable
beginning of year $115,403
-
4 · Accounts receivable
beginning of year $165,959 · end of year $84,375
-
7 · Other notes and loans receivable
beginning of year $107,808 · end of year $193,073
-
9 · Prepaid expenses and deferred charges
beginning of year $5,110 · end of year $225,484
-
10a · Land, buildings and equipment: cost or other basis
$161,388
-
10b · Land, buildings and equipment: accumulated depreciation
$101,497
-
10c · Land, buildings and equipment, net
beginning of year $69,845 · end of year $59,891
-
12 · Investments: other securities
beginning of year $239,489,343 · end of year $269,922,845
-
17 · Accounts payable and accrued expenses
beginning of year $103,232 · end of year $174,057
-
18 · Grants payable
beginning of year $3,186,269 · end of year $3,021,549
-
25 · Other liabilities
beginning of year $382,780 · end of year $404,650
-
27 · Net assets without donor restrictions
beginning of year $251,536,050 · end of year $278,413,980
-
28 · Net assets with donor restrictions
beginning of year $498,972 · end of year $523,165
Mission and programs · 2024
Mission
IN 2024, THE FOUNDATION HELD NUMEROUS CHARITABLE FUNDS AND GRANTED 16,140,007 FOR A WIDE VARIETY OF CHARITABLE PURPOSES.
Activities or mission (Part I)
ETF IS A COMMUNITY FOUNDATION, SERVING 25 COUNTIES, WHOSE MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP INSPIRING DONORS TO MAKE LIVES BETTER AND COMMUNITIES STRONGER IN ENDURING WAYS ACROSS GENERATIONS.
-
PROVIDED ASSISTANCE IN THE FORM OF 863 GRANTS FROM DONOR ADVISED FUNDS TO 458 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES AND CHURCHES TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES, BOTH LOCALLY WITHIN THE 25 COUNTY SERVICE AREA AND ALSO OUTSIDE THE REGION.
Expenses $7,960,240 · Grants $7,960,240
-
PROVIDED GENERAL SUPPORT TO 112 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES AND CHURCHES IN THE FORM OF 152 GRANTS FROM DESIGNATED ORGANIZATION AND AGENCY ENDOWMENT FUNDS.
Expenses $3,717,158 · Grants $3,717,158
-
CONDUCTED COMPETITIVE GRANTMAKING PROGRAMS IN THE FIELD-OF-INTEREST AREAS OF AFFORDABLE HOUSING, YOUTH-AT-RISK, RACIAL JUSTICE, WOMEN AND CHILDREN, HEALTH, PROVIDING 125 GRANTS TO 105 501(C)(3) ORGANIZATIONS FOR WORTHWHILE PROJECTS IN THE 25 COUNTY SERVICE AREA.
Expenses $1,930,519 · Grants $1,930,519
-
4D-1) EXPENSES OF 1,399,853, INCLUDING GRANTS OF 138,900 - MADE 27 DISCRETIONARY GRANTS FROM FUNDS AND PAID PROGRAM-RELATED EXPENSES ASSOCIATED WITH THE MANAGEMENT OF CHARITABLE FUNDS AND THE ALLOCATION OF GRANT FUNDS TO BENEFIT THE 25 COUNTY REGION. 4D-2) EXPENSES OF 954,040, INCLUDING GRANTS OF 954,040 - CONDUCTED LOCALIZED, COMPETITIVE GRANTMAKING PROGRAMS THROUGH THE FOUNDATION'S AFFILIATE AND COUNTY-SPECIFIC FUNDS, ALLOWING LOCAL ADVISORY BOARDS TO SELECT WORTHY PROJECTS AND PROGRAMS AT THE LOCAL LEVEL; 93 GRANTS WERE AWARDED TO 79 ORGANIZATIONS FOR A WIDE VARIETY OF CHARITABLE PURPOSES. 4D-3) EXPENSES OF 927,897, INCLUDING GRANTS OF 927,897 - CONDUCTED 73 COMPETITIVE SCHOLARSHIP PROGRAMS TO ENABLE STUDENTS THROUGHOUT THE REGION TO OBTAIN A POST-SECONDARY EDUCATION; 206 STUDENTS RECEIVED SCHOLARSHIPS AND ATTENDED 54 INSTITUTIONS OF HIGHER LEARNING IN TENNESSEE AND THROUGHOUT THE NATION. 4D-4) EXPENSES OF 511,253, INCLUDING GRANTS OF 511,253 - FUNDED 1 GRANT FROM THE PAT SUMMITT FOUNDATION FUND TO THE PAT SUMMITT CLINIC, A STATE- OF-THE ART FACILITY AT UTMC FOR THE TREATMENT OF ALZHEIMER'S AND OTHER NEUROLOGICAL DISEASES, 18 GRANTS IN SUPPORT OF CAREGIVER TRAININGS, ADULT DAY PROGRAMS, AND OTHER ALZHEIMER'S AND DEMENTIAS-RELATED PURPOSES.
Expenses $3,793,043 · Grants $2,532,090
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sam AlbrittonSAM ALBRITTON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Patsy CarsonPATSY CARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy CatheyAMY CATHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Kay ClaytonKAY CLAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Richard DapaahRICHARD DAPAAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve M DardenSTEVE M DARDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Denise J DeanDENISE J DEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harry GrossHARRY GROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
R Bruce HartmannR BRUCE HARTMANN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Natalie L HaslamNATALIE L HASLAM
LIFETIME HON
- Total calculated
- $0
-
Susanna HoskinsSUSANNA HOSKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Rocio A HuetROCIO A HUET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Adrian JayADRIAN JAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Trudy HughesTRUDY HUGHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Diondre JacksonDIONDRE JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
A David MartinA DAVID MARTIN
LIFETIME HON
- Total calculated
- $0
- Hours/week
- 0.2 + 0.5 related
-
Drocella MugoreweraDROCELLA MUGOREWERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Donde PlowmanDONDE PLOWMAN
DIRECTOR
- Total calculated
- $0
-
Richard H RobertsRICHARD H ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Stephen RosenSTEPHEN ROSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
Matt SchaeferMATT SCHAEFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Nathaniel ShelsoNATHANIEL SHELSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Barrett SimonisBARRETT SIMONIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Kiran Singh SirahKIRAN SINGH SIRAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Karen WalkerKAREN WALKER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
David V WhiteDAVID V WHITE
LIFETIME HON
- Total calculated
- $0
-
Stuart WordenSTUART WORDEN
LIFETIME HON
- Total calculated
- $0
-
Kristopher P YarlettKRISTOPHER P YARLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Keith BarberKEITH BARBER
PRESIDENT +
- Total calculated
- $164,372
- From this org
- $158,887
- From related orgs
- $0
- Other
- $5,485
- Hours/week
- 35 + 0.5 related
Schedule J breakdown matched by us
- Base
- $158,887
- Bonus
- not reported
- Other
- not reported
- Deferred
- $4,865
- Nontaxable benefits
- $620
- Filer's total
- $164,372
-
Angelia NystromANGELIA NYSTROM
VP/CHIEF LEG
- Total calculated
- $165,915
- From this org
- $159,863
- From related orgs
- $0
- Other
- $6,052
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $159,863
- Bonus
- not reported
- Other
- not reported
- Deferred
- $5,432
- Nontaxable benefits
- $620
- Filer's total
- $165,915
-
Melissa A TschanzMELISSA A TSCHANZ
CFO
- Total calculated
- $130,893
- From this org
- $116,160
- From related orgs
- $0
- Other
- $14,733
- Hours/week
- 35 + 0.5 related
-
Katharine KillenKATHARINE KILLEN
VP & COO
- Total calculated
- $164,954
- From this org
- $152,391
- From related orgs
- $0
- Other
- $12,563
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $152,391
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,792
- Nontaxable benefits
- $4,771
- Filer's total
- $164,954
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,900,000
EDUCATION
-
UNITED WAY OF GREATER KNOXVILLE
$555,522
PHILANTHROPY
-
THE UNIV OF TENNESSEE KNOXVILLE
$446,585
EDUCATION
-
$439,237
ARTS & CULTURE
-
$437,000
MEDICAL DISCIPLINES
-
$398,000
HUMAN SERVICES
-
MORGAN COUNTY TRUSTEE
$327,000
EDUCATION
-
$312,622
PHILANTHROPY
-
RMHC OF KNOXVILLE TENNESSEE INC
$310,432
HEALTH GENERAL
-
$284,750
PHILANTHROPY
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501C3 · CHARITABLE · TN
-
TN
-
EAST TENNESSEE SUPPORTING FOUNDATIO
501C3 · CHARITABLE · TN
-
501C3 · CHARITABLE · TN
-
EDUCATION CONSUMERS FOUNDATION
501C3 · CHARITABLE · TN
-
KNOXVILLE JEWISH COMMUNITY FUNDS
501C3 · CHARITABLE · TN
-
TED AND DRAMA RUSSELL FAMILY FOUNDA
501C3 · CHARITABLE · TN
-
TRINITY HEALTH FOUNDATION OF EAST
501C3 · CHARITABLE · TN
-
501C3 · CHARITABLE · TN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202523019349301817
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.