2024-02-14T15:27:41-06:00 2023-10-31 621093134 JOHNSON MURPHEY & WRIGHT PC 301 NORTH MARKET STREET CHATTANOOGA TN 37405 990PF 2022-11-01 620696466 THE CALDSTED FOUNDATION CALD 4236249906 3701 CHERRYTON DRIVE CHATTANOOGA TN 37411 JOANNA KING EXECUTIVE DIRECTOR 4236249906 2024-02-14 1 JOANNA KING 999009999 0 PAUL JOHNSON III CPA P00932002 4237561170 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 11971835 X 21127 25746 25746 25746 324751 324751 324751 0 1018305 641798 1018305 1389929 992295 1044051 120734 0 0 120734 476820 0 0 476820 78296 0 0 78296 19581 0 0 19581 88722 88722 0 0 12763 0 0 0 71511 0 0 439679 0 0 439679 1308106 88722 0 1135110 0 0 1308106 88722 0 1135110 81823 903573 1044051 18000 18000 722299 279132 279132 64181 31000 32090 33181 33181 20846 16469 16469 25110 30171 30171 43056 540561 540561 10728513 10359981 10359981 2645744 1975117 612816 670627 670627 0 23713 23713 12184730 11971835 11971835 98157 87157 10114 0 108271 87157 X 11983631 11850228 92828 34450 12076459 11884678 12184730 11971835 12076459 81823 0 12158282 273604 11884678 GT OFFSHORE (PFIC) P 324751 324751 324751 324751 0 12560 0 12560 0 12560 17556 0 0 0 17556 0 4996 4996 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 1 0 0 0 1 N/A THE CALDSTED FOUNDATION 4236249906 3701 CHERRYTON DRIVE CHATTANOOGA TN 37411 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROB TAYLOR 1600 SHADY CIRCLE CHATTANOOGA TN 37405 PRESIDENT 1.00 0 0 0 ANDREW MCGILL 2525 DE SALES AVENUE CHATTANOOGA TN 37404 VICE PRESIDENT 1.00 0 0 0 HICKS ARMOR 633 CHESTNUT ST SUITE 820 CHATTANOOGA TN 37450 SECRETARY 1.00 0 0 0 JAMES H PESNELL 1218 SUNSET DRIVE SIGNAL MOUNTAIN TN 37377 TREASURER 1.00 0 0 0 PAMELA B BRACHER 80 M STREET SE SUITE 800 WASHINGTON DC 20003 TRUSTEE 1.00 0 0 0 DAN GRAY 1501 GREER LANE SIGNAL MOUNTAIN TN 37377 TRUSTEE 1.00 0 0 0 JULIE BRANDAO 736 MARKET ST SUITE 1100 CHATTANOOGA TN 37402 TRUSTEE 1.00 0 0 0 FRED MOORE PO BOX 1749 CHATTANOOGA TN 37401 TRUSTEE 1.00 0 0 0 LARRY S PARKS 1207 E 23RD STREET CHATTANOOGA TN 37408 TRUSTEE 1.00 0 0 0 LORIE STREET RUNGE 1406 WINDING WAY CHATTANOOGA TN 37405 TRUSTEE 1.00 0 0 0 W KEITH SANFORD 201 BROAD ST SUITE 200 CHATTANOOGA TN 37402 TRUSTEE 1.00 0 0 0 REV ANN G WEEKS 305 N FORREST AVENUE LOOKOUT MOUNTAIN TN 37350 TRUSTEE 1.00 0 0 0 JOANNA KING 3701 CHERRYTON DRIVE CHATTANOOGA TN 37411 EXECUTIVE DIRECTOR 40.00 120734 0 0 NONE 0 NONE 0 ESTABLISH, MAINTAIN, AND OPERATE A HOME FOR ELDERLY MEN AND WOMEN 1135110 N/A 0 0 10544247 509716 0 11053963 0 0 11053963 165809 10888154 544408 X 1135110 0 129322 1264432 X 0 0 1264432 1291836 941860 1027603 4525731 0 0 0 0 0 1264432 1291836 941860 1027603 4525731 362939 416968 416542 369123 1565572 X 0 0 RESIDENT FEES 351666 ADMISSION FEES 39656 MISCELLANEOUS 172 14 25746 14 641798 18 324751 UBTI FROM LP INVESTMENTS 900099 -14987 -14987 992295 391494 1368802 1A RESIDENT FEES GO TO PROVIDE SERVICES TO THE LOW-TO- MID INCOME ELDERLY RESIDENTS. THE SERVICES INCLUDE AN APARTMENT TO LIVE IN, UTILITIES, THREE MEALS A DAY, WEEKLY HOUSEKEEPING AND LIMITED TRANSPORTATION. 1B ADMISSION FEES ARE USED FOR THE SAME PURPOSE AS RESIDENT FEES STATED ABOVE. 1C MISCELLANEOUS FEES ARE USED FOR THE SAME PURPOSE AS RESIDENT FEES STATED ABOVE. 0 0 0 0 0 0 0 0 0 0 X X 1 GERBER TAYLOR 2225 WASHINGTON BLVD SUITE 400 OGDEN UT 84401 6500 X ACCOUNTING 19581 0 0 19581 LAND 1965-10-31 53312 L 0 0 0 BUILDINGS AND IMPROVEMENTS 1592010 1361423 SL 0.000000000000 23799 0 0 FURNITURE AND EQUIPMENT 982306 524067 SL 0.000000000000 47712 0 0 AUTOMOBILES 1994-01-01 18116 18116 SL 7.000000000000 0 0 0 BONDS 540561 540561 LIMITED PARTNERSHIPS FMV 9230082 9230082 PASSIVE FOREIGN INVESTMENT CORPORATION FMV 1129899 1129899 LAND 53312 0 53312 BUILDINGS AND IMPROVEMENTS 1592010 1385222 206788 FURNITURE AND EQUIPMENT 982306 571779 410527 AUTOMOBILES 18116 18116 0 REFUNDABLE INCOME TAXES 23713 23713 UNREALIZED LOSS ON INVESTMENTS 273604 HOME OPERATING EXPENSES 439679 0 0 439679 PASS-THRU FROM LIMITED PARTNERSHIP INVESTMENTS 517176 517176 517176 PFIC -FOREIGN INVESTMENT INCOME 124622 124622 124622 RESIDENT FEES 351666 351666 ADMISSION FEES 39656 39656 MISCELLANEOUS 172 172 UBTI FROM LP INVESTMENTS -14987 -14987 OVERDRAFT CHECKING 10114 0 INVESTMENT FEES 88722 88722 0 0 FEDERAL EXCISE TAX 12763 0 0 0