Civic Intelligence

Emma Jones Tuw for Various 280-3010003

EIN 62-6102635 • 4947(a)1 • Knoxville, TN

Profile

The document establishing this trust restricts the use of trust assets to named tax-exempt organizations.

800 S Gay StreetKnoxville, TN 37995-1230

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

19%

Higher net margin than 65% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$10,543

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

-0.1%

Faster asset growth than 58% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

45th percentile

4.1%

Faster revenue growth than 45% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$481,708

Down $673 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$481,708

Down $673 (-0.1%) from 2022

Operations
Liabilities / Revenue92nd percentileNet Margin65th percentile

Revenue

Up

$29,552

Up $2,288 (+8.4%) from 2022

Expenses

Down

$24,066

Down $11,741 (-33%) from 2022

Net Income

Up

$5,486

Up $14,029 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $339,404Liabilities 2010: $0Net Assets 2010: $339,4042010Assets 2011: $383,108Liabilities 2011: $0Net Assets 2011: $383,1082011Assets 2012: $412,855Liabilities 2012: $0Net Assets 2012: $412,8552012Assets 2013: $427,125Liabilities 2013: $0Net Assets 2013: $427,1252013Assets 2014: $453,426Liabilities 2014: $0Net Assets 2014: $453,4262014Assets 2015: $461,669Liabilities 2015: $0Net Assets 2015: $461,6692015Assets 2016: $456,534Liabilities 2016: $0Net Assets 2016: $456,5342016Assets 2017: $456,100Liabilities 2017: $0Net Assets 2017: $456,1002017Assets 2018: $456,204Liabilities 2018: $0Net Assets 2018: $456,2042018Assets 2019: $451,714Liabilities 2019: $0Net Assets 2019: $451,7142019Assets 2020: $492,351Liabilities 2020: $0Net Assets 2020: $492,3512020Assets 2021: $491,598Liabilities 2021: $0Net Assets 2021: $491,5982021Assets 2022: $482,381Liabilities 2022: $0Net Assets 2022: $482,3812022Assets 2024: $481,708Liabilities 2024: $0Net Assets 2024: $481,7082024

Highlighted filing

2024

Assets$481,708
Liabilities$0
Net Assets$481,708
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $12,2342010Expenses 2011: $13,3142011Expenses 2012: $15,7322012Revenue 2013: $29,775Expenses 2013: $15,723Net Income 2013: $14,0522013Revenue 2014: $43,727Expenses 2014: $17,160Net Income 2014: $26,5672014Revenue 2015: $27,124Expenses 2015: $18,882Net Income 2015: $8,2422015Revenue 2016: $13,557Expenses 2016: $18,832Net Income 2016: -$5,2752016Revenue 2017: $18,121Expenses 2017: $18,564Net Income 2017: -$4432017Revenue 2018: $19,859Expenses 2018: $19,402Net Income 2018: $4572018Revenue 2019: $23,227Expenses 2019: $27,751Net Income 2019: -$4,5242019Revenue 2020: $50,984Expenses 2020: $30,745Net Income 2020: $20,2392020Revenue 2021: $35,783Expenses 2021: $15,835Net Income 2021: $19,9482021Revenue 2022: $27,264Expenses 2022: $35,807Net Income 2022: -$8,5432022Revenue 2024: $29,552Expenses 2024: $24,066Net Income 2024: $5,4862024

Highlighted filing

2024

Revenue$29,552
Expenses$24,066
Net Income$5,486
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$481,708
Liabilities
$0
Net assets
$481,708
Revenue
$29,552
Expenses
$24,066
Net income
$5,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.30$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.27$0.36$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.36$0.16$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.51$0.31$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.23$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.20$0.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.18$0.19$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.14$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.27$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.44$0.17$0.27
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.30$0.16$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$214,252
Mission and Program Overview

Mission

The document establishing this trust restricts the use of trust assets to named tax-exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$475,884$481,708▲ $5,824
Investments in Publicly Traded Securities$467,506$458,152▼ $9,354
Cash and Non-Interest-Bearing Accounts$8,378$23,556▲ $15,178
Total Assets$475,884$481,708▲ $5,824
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$475,884$481,708▲ $5,824
Total Liabilities and Net Assets / Fund Balance$475,884$481,708▲ $5,824
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
-Trustee$10,543$10,543
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,552
Other Revenue
$0
Change in Net Assets
$5,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,348
Salaries, Compensation, and Employee Benefits$10,543
Other Expenses$175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,348--$13,348
Current Officers, Directors, Trustees, and Key Employees-$10,543-$10,543
All Other Expenses-$175-$175
Total Functional Expenses$13,348$10,718$0$24,066
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of TennesseeKnoxville, TN501(c)To Fund the Budgetary Needs of the University Focused in the Area of Scholarships$12,823
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“There are no differences among the voting rights of the governing body”

Form 990, Page 6, Part VI, Line 2

“No relationships among officers or directors”

Explanation for Form 990, Page 6, Part VI, Line 3

“No delegation of managment duties”

Explanation for Form 990, Page 6, Part VI, Line 4

“NO SIGNIFICANT CHANGES”

Explanation for Form 990, Page 6, Part VI, Line 5

“There were no material diversions”

Explanation for Form 990, Page 6, Part VI, Line 6

“NO STOCKHOLDERS”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“There are no stockholders”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“There are no stockholders”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“All meetings of the governing body are required to be documented based upon standards established by the trustee of the trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Any committee meetings must be reported to the governing body and thereby documented according to standards established by the trustee of the trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

“There are no chapters or affiliates”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A member of the governing body must sign the form 990 prior to filing.”

Explanation for Form 990, Page 6, Part VI, Line 9

“NOT REQUIRED”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Any conflicts of interest must be reported to the governing body. Periodic training regarding conflicts of interest is required ofall governing body members.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Compensation based upon regularly published fee schedules.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Compensation based upon regularly published fee schedules.”

Form 990, Page 6, Part VI, Line 18

“All documents and policies are available at the office of the trustee during normal business hours.”

Form 990, Page 6, Part VI, Line 19

“Documents available in written form to the public upon request and during normal business hours as posted by the trustee.”

Form 990, Page 7, Part VII, Section A

“Hours of the trustee will vary.”

Filing and Contact Details

Filer

Filer Name
Emma Jones Tuw for Various 280-3010003
EIN
62-6102635
Phone
8655823865
Address
800 S GAY STREET, KNOXVILLE, TN 37995-1230

Signing Officer

Name
First Horizon Bank
Title
Vice President
Phone
8655823865
Signed
2025-05-13

Organization Details

Principal Officer
M Alan Moore
Formed
1970
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding/timing differences”

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE DOCUMENT ESTABLISHING THIS TRUST RESTRICTS THE USE OF TRUST ASSETS TO NAMED TAX-EXEMPT ORGANIZATIONS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0175
IRS990/AllOtherExpensesGrp/TotalAmt0175
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST HORIZON BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08655823880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TRUST DIVISION 800 S GAY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KNOXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0379951230
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08378
IRS990/CashNonInterestBearingGrp/EOYAmt023556
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010543
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010543
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt013348
IRS990/CYInvestmentIncomeAmt029552
IRS990/CYOtherExpensesAmt0175
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05486
IRS990/CYSalariesCompEmpBnftPaidAmt010543
IRS990/CYTotalExpensesAmt024066
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029552
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTION OF CASH TO THE UNIVERSITY OF TENNESSEE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0true
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST HORIZON BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt010128
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt012823
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013348
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013348
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0194828
IRS990/GrossReceiptsAmt0214252
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt019424
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019424
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0467506
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0458152
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0184700
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE DOCUMENT ESTABLISHING THIS TRUST RESTRICTS THE USE OF TRUST ASSETS TO NAMED TAX-EXEMPT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0475884
IRS990/NetAssetsOrFundBalancesEOYAmt0481708
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010128
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0338
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0M ALAN MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRIBUTION OF TO FIRST METHODIST WOMEN'S SICUETTY
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0225
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNA PORTER PUBLIC LIBRARY AND OTHER
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYTotalExpensesAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05486
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0475884
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0481708
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt019424
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt010718
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt019424
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt08706
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0671632
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt012678
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0658954
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt010074
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0661558
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt023155
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0671632
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt023155
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0620888693
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1620515531
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2626102635
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3626034222
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd26
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd35
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0225
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt312823
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HOLSTON METHODIST HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ANNA PORTER PUBL LIBRARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF TENNESSEE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt013348
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012823
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND THE BUDGETARY NEEDS OF THE UNIVERSITY FOCUSED IN THE AREA OF SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TENNESSEE
IRS990ScheduleI/RecipientTable/RecipientEIN0626034222
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 ANDY HOLT TOWER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KNOXVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0379960100
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS MUST NOTIFY THE TRUSTEE OF ANY CHANGES TO THEIR TAX-EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO DIFFERENCES AMONG THE VOTING RIGHTS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO RELATIONSHIPS AMONG OFFICERS OR DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DELEGATION OF MANAGMENT DUTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO SIGNIFICANT CHANGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WERE NO MATERIAL DIVERSIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE ARE NO STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALL MEETINGS OF THE GOVERNING BODY ARE REQUIRED TO BE DOCUMENTED BASED UPON STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ANY COMMITTEE MEETINGS MUST BE REPORTED TO THE GOVERNING BODY AND THEREBY DOCUMENTED ACCORDING TO STANDARDS ESTABLISHED BY THE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THERE ARE NO CHAPTERS OR AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11A MEMBER OF THE GOVERNING BODY MUST SIGN THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12NOT REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ANY CONFLICTS OF INTEREST MUST BE REPORTED TO THE GOVERNING BODY. PERIODIC TRAINING REGARDING CONFLICTS OF INTEREST IS REQUIRED OFALL GOVERNING BODY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15COMPENSATION BASED UPON REGULARLY PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ALL DOCUMENTS AND POLICIES ARE AVAILABLE AT THE OFFICE OF THE TRUSTEE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DOCUMENTS AVAILABLE IN WRITTEN FORM TO THE PUBLIC UPON REQUEST AND DURING NORMAL BUSINESS HOURS AS POSTED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18HOURS OF THE TRUSTEE WILL VARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ROUNDING/TIMING DIFFERENCES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0475884
IRS990/TotalAssetsEOYAmt0481708
IRS990/TotalAssetsGrp/BOYAmt0475884
IRS990/TotalAssetsGrp/EOYAmt0481708
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010718
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013348
IRS990/TotalFunctionalExpensesGrp/TotalAmt024066
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0475884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0481708
IRS990/TotalOtherCompensationAmt010543
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019424
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029552
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0475884
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0481708
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0TRUST DIVISION
IRS990/USAddress/CityNm0KNOXVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0379951230
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST HORIZON BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08655823865
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA JONES TUW FOR VARIOUS 280-3010003
ReturnHeader/Filer/BusinessNameControlTxt0JONE
ReturnHeader/Filer/EIN0626102635
ReturnHeader/Filer/PhoneNum08655823865
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 S GAY STREET
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379951230
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-13T09:01:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.