2025-10-20T09:32:09-04:00 2024-12-31 621170651 BROWN JAKE & MCDANIEL PC 2607 KINGSTON PIKE SUITE 110 KNOXVILLE TN 379193336 990PF 2024-01-01 626037984 THE MELROSE FOUNDATION MELR 8655255134 PO BOX 629 KNOXVILLE TN 379010629 JACKSON G KRAMER PRESIDENT 8655255134 2025-10-17 true true JAMES E BOOHER CPA P00286127 8656378600 2025-10-20 2024 2025-03-06 01:10:19Z X 376998 X X 18440 18440 -6518 129397 11922 18440 3300 3300 3300 3871 3871 3871 1165 1165 1165 8336 8336 8336 0 28950 28950 37286 8336 8336 28950 -25364 10104 978 2588 2588 364406 374410 374410 20 365404 376998 376998 0 X 365404 376998 365404 376998 365404 376998 365404 -25364 36958 376998 376998 GUGGENHEIM TOTAL RETURN BD FD CL I P 6121 6203 -82 -82 LOOMIS SAYLES STRATEGIC INC FD CL Y P 3754 3613 141 141 TEMPLETON GLOBAL BOND ADV P 984 1028 -44 -44 ALGER FUNDS CAPITAL APP FD CL Z P 9753 5354 4399 4399 AMERICAN MODERATE GROWTH AND INCOME P 12248 10254 1994 1994 BLACKSTONE ALTERNATIVE MULTI-STRATEG P 5961 5896 65 65 CALVERT ST DURATION INC FD CL Y P 6559 6753 -194 -194 LOOMIS SAYLES STRATEGIC INC FD CL Y P 55778 63766 -7988 -7988 TEMPLETON GLOBAL BOND ADV P 18071 25599 -7528 -7528 VANGUARD FTSE ALL-WLD EX-US INDEX P 2521 2271 250 250 VANGUARD MIDCAP INDEX FUND ADMIRAL P 3837 2563 1274 1274 VANGUARD VALUE INDEX FUND ADMIRAL P 3810 2615 1195 1195 -6518 15 140 140 140 309 309 169 169 false false false false false false false false true true false false false false true N/A JACKSON G KRAMER 8655255134 PO BOX 629 KNOXVILLE TN 37901 false false false false false false false false false false false false false false false false false false false false JACKSON G KRAMER PO BOX 629 KNOXVILLE TN 37901 PRESIDENT 1.00 0 0 0 WAYNE R KRAMER PO BOX 629 KNOXVILLE TN 37901 VP, SEC, TRE 1.00 0 0 0 COWAN RODGERS III PO BOX 629 KNOXVILLE TN 37901 MEMBER 1.00 0 0 0 NONE NONE CHARITABLE SUPPORT OF INTERFAITH HEALTH CENTER 5000 CHARITABLE SUPPORT OF KNOXVILLE MUSEUM OF ART 4000 CHARITABLE SUPPORT TO SECOND HARVEST FOOD BANK OF EAST TENNESSEE 2000 CHARITABLE SUPPORT OF VOLUNTEER MINISTRY CENTER 2000 N/A 369408 1783 0 371191 371191 5568 365623 18281 18281 140 140 18141 18141 18141 28950 28950 18141 9900 8881 7993 10096 11861 48731 28950 18141 10809 59540 0 9900 49640 8881 7993 10096 11861 10809 NONE NONE X JACKSON G KRAMER C/O THE MELROSE FOUNDATION PO BOX 629 KNOXVILLE TN 379010629 8655255134 NAME AND ADDRESS, TYPE OF ORGANIZATION, TAX EXEMPT DETERMINATION LETTER UNDER IRC SEC. 501(C)(3), BROCHURE OR OTHER PRINTED MATERIALS REGARDING THE ORGANIZATION'S ACTIVITIES AND OPERATIONS. NONE NONE, OTHER THAN THE ORGANIZATION MUST BE A 501(C)(3) ORGANIZATION. BIG BROTHERS BIG SISTERS OF EAST TN 1100 MARION STREET SUITE KNOXVILLE TN 37921 501C3 EDUCATIONAL SUPPORT 1000 BOYS & GIRLS CLUBS OF THE TN VALLEY 967 IRWIN STREET KNOXVILLE TN 37917 501C3 CHARITABLE SUPPORT 1000 CASA CORRIDOR OF EAST TENNESSEE 112 E WASHINGTON AVENUE ATHENS TN 37303 501C3 CHARITABLE SUPPORT 300 COMMUNITY SCHOOL OF THE ARTS 620 STATE STREET KNOXVILLE TN 37902 501C3 CHARITABLE SUPPORT 500 EMERALD YOUTH FOUNDATION 1014 HEISKELL AVENUE KNOXVILLE TN 37921 501C3 CHARITABLE SUPPORT 1000 FISH HOSPITALITY PANTRIES 2700 E MAGNOLIA AVENUE KNOXVILLE TN 37914 501C3 CHARITABLE SUPPORT 1000 FLORENCE CRITTENTON AGENCY 1531 DICK LONAS ROAD BUI KNOXVILLE TN 379091218 501C3 CHARITABLE SUPPORT 500 GIRL SCOUT COUNCIL OF SOUTHERN APPA 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 501C3 CHARITABLE SUPPORT 500 HEARING & SPEECH FOUNDATION OF BLOU 334 S WASHINGTON STREET MARYVILLE TN 37804 501C3 CHARITABLE SUPPORT 400 HELEN ROSS MCNABB FOUNDATION 200 TECH CENTER DRIVE KNOXVILLE TN 379122747 501C3 CHARITABLE SUPPORT 900 IJAMS NATURE CENTER 2915 ISLAND HOME AVENUE KNOXVILLE TN 37920 501C3 EDUCATIONAL SUPPORT 500 INTERFAITH HEALTH CENTER 315 GILL AVENUE KNOXVILLE TN 37917 501C3 MEDICAL SUPPORT 5000 KNOX AREA RESCUE MINISTRIES PO BOX 3310 KNOXVILLE TN 379273310 501C3 CHARITABLE SUPPORT 250 KNOXVILLE-KNOX CTY CAC OFC ON AGING PO BOX 51650 KNOXVILLE TN 379501650 501C3 CHARITABLE SUPPORT 250 KNOXVILLE FAMILY JUSTICE CENTER 400 HARRIET TUBMAN STREET KNOXVILLE TN 37915 501C3 CHARITABLE SUPPORT 500 KNOXVILLE MUSEUM OF ART 1050 WORLDS FAIR PARK DR KNOXVILLE TN 379161653 501C3 EDUCATIONAL SUPPORT 4000 KNOXVILLE SYMPHONY ORCHESTRA PO BOX 360 KNOXVILLE TN 379010360 501C3 EDUCATIONAL SUPPORT 300 KNOXVILLE ZOOLOGICAL GARDENS PO BOX 6040 KNOXVILLE TN 37914 501C3 EDUCATIONAL SUPPORT 300 LEGAL AID OF EAST TENNESSEE 607 W SUMMIT HILL DR SW KNOXVILLE TN 37902 501C3 CHARITABLE SUPPORT 750 MCCLUNG MUSEUM OF NATURAL HISTORY & 1327 CIRCLE PARK DRIVE KNOXVILLE TN 37916 501C3 EDUCATIONAL SUPPORT 500 SECOND HARVEST FOOD BANK OF EAST TN 136 HARVEST LANE MARYVILLE TN 378013930 501C3 CHARITABLE SUPPORT 2000 SERTOMA CENTER INC 1400 EAST FIFTH AVENUE KNOXVILLE TN 37917 501C3 CHARITABLE SUPPORT 500 SHANGRI-LA THER ACADEMY OF RIDING 11800 HIGHWAY 11E LENOIR CITY TN 37772 501C3 CHARITABLE SUPPORT 1000 TENNESSEE LIONS CHARITIES 505 FESSLERS LANE NASHVILLE TN 372102814 501C3 CHARITABLE SUPPORT 350 TENNESSEE WESLEYAN UNIVERSITY 204 EAST COLLEGE STREET ATHENS TN 37303 501C3 EDUCATIONAL SUPPORT 250 THE JOY OF MUSIC 1209 EUCLID AVENUE KNOXVILLE TN 37921 501C3 CHARITABLE SUPPORT 500 THE MUSE KNOXVILLE 516 NORTH BEAMAN STREET KNOXVILLE TN 37914 501C3 CHARITABLE SUPPORT 250 UNIVERSITY HEALTH SYSTEM INC 2121 MEDICAL CENTER WAY KNOXVILLE TN 37920 501C3 MEDICAL SUPPORT 1000 VOLUNTEER MINISTRY CENTER PO BOX 27406 KNOXVILLE TN 37927 501C3 CHARITABLE SUPPORT 2000 WESLEY HOUSE COMMUNITY CENTER 1719 REYNOLDS STREET KNOXVILLE TN 37921 501C3 CHARITABLE SUPPORT 1000 YMCA OF EAST TENNESSEE 616 JESSAMINE STREET KNOXVILLE TN 37917 501C3 CHARITABLE SUPPORT 250 YWCA KNOXVILLE AND THE TN VALLEY 420 W CLINCH AVENUE KNOXVILLE TN 37902 501C3 CHARITABLE SUPPORT 250 JOHN T O'CONNOR SENIOR CENTER 6111 WINONA STREET KNOXVILLE TN 37917 501C3 CHARITABLE SUPPORT 150 28950 14 18440 18 -6518 11922 11922 false false false false false false false false false false INDIRECT ACCOUNTING FEES 3300 3300 3300 ALGER FUNDS CAPITAL APP FD CL Z 48111 48111 CALVERT ST DURATION INC FD CL Y 30029 30029 LOOMIS SAYLES STRATEGIC INC FD CL Y TEMPLETON GLOBAL BOND ADV BLACKSTONE ALTERNATIVE MULTI-STRATEG 15058 15058 VANGUARD FTSE ALL-WLD EX-US INDEX 30576 30576 VANGUARD MIDCAP INDEX FUND ADMIRAL 29658 29658 VANGUARD VALUE INDEX FUND ADMIRAL 44985 44985 AMERICAN MODERATE GROWTH AND INCOME 101160 101160 GUGGENHEIM TOTAL RETURN BD FD CL I 74833 74833 REFUNDABLE FEDERAL EXCISE TAXES 20 EXPENSES POST OFFICE BOX 624 624 624 ANNUAL REPORT 41 41 41 POSTAGE & ENVELOPES 500 500 500 NET UNREALIZED GAINS 36958 INVESTMENT MANAGER FEES 3871 3871 3871