2015Annual Record

FUNDSOF THE

FOUNDATION

Our Mission:

Standing - l to r: Paige Preston, Will Haslam, Cynthia Burnley, Howard Blum, Jed Dance, Joe Marlette, Rick Fox, David Haynes, Paul Willson, Fred Womack, Dan Bechtol, Nita Summers

Seated - l to r: Amy Cathey, Jeff Chapman, Keith Goodwin, Pat Postma, Jan McNally, Dick Jacobstein, Patsy Carson, John Geppi

Not Pictured - Jeff Becker, Mary Ellen Brewington, Bobbie Congleton, Joan Cronan, Natalie Haslam, David Martin, Cheryl Massingale, Phyllis Nichols, Will Pugh, Avice Reid,

Dennis Upton, Gary Wade, Mary Beth West, David White, Stuart Worden

East Tennessee Foundation is a public, nonprofit, community foundationcreated for the purpose of building charitable resources to make

communities stronger and lives better through thoughtful giving.

2015 ETF BOARD OF DIRECTORS

COMPONENT FUNDS OF EAST TENNESSEE FOUNDATION

Donors establish funds at East Tennessee Foundation to serve a wide variety of charitable purposes. These funds are managed separately for accounting, grantmaking, and reporting purposes; however, fund assets are commingled in investments to achieve economies of scale and wide diversification. As of December 31, 2015, the Foundation held 409 component funds for a total of $152,078,668.

*East Tennessee Foundation also holds $134,435,464 in 10 supporting organizations. Supporting organizations are separate 501(c)(3) tax exempt entities which are controlled by East Tennessee Foundation and exist solely to fulfill the Foundation’s mission.

** The consolidated financial statements for East Tennesse Foundation and its supporting organizations areaudited annually. However, due to time sensitivity, all asset figures reported throughout this document are based on pre-audit records.

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Our Mission:

Standing - l to r: Paige Preston, Will Haslam, Cynthia Burnley, Howard Blum, Jed Dance, Joe Marlette, Rick Fox, David Haynes, Paul Willson, Fred Womack, Dan Bechtol, Nita Summers

Seated - l to r: Amy Cathey, Jeff Chapman, Keith Goodwin, Pat Postma, Jan McNally, Dick Jacobstein, Patsy Carson, John Geppi

Not Pictured - Jeff Becker, Mary Ellen Brewington, Bobbie Congleton, Joan Cronan, Natalie Haslam, David Martin, Cheryl Massingale, Phyllis Nichols, Will Pugh, Avice Reid,

Dennis Upton, Gary Wade, Mary Beth West, David White, Stuart Worden

East Tennessee Foundation is a public, nonprofit, community foundationcreated for the purpose of building charitable resources to make

communities stronger and lives better through thoughtful giving.

2015 ETF BOARD OF DIRECTORS

COMPONENT FUNDS OF EAST TENNESSEE FOUNDATION

Donors establish funds at East Tennessee Foundation to serve a wide variety of charitable purposes. These funds are managed separately for accounting, grantmaking, and reporting purposes; however, fund assets are commingled in investments to achieve economies of scale and wide diversification. As of December 31, 2015, the Foundation held 409 component funds for a total of $152,078,668.

*East Tennessee Foundation also holds $134,435,464 in 10 supporting organizations. Supporting organizations are separate 501(c)(3) tax exempt entities which are controlled by East Tennessee Foundation and exist solely to fulfill the Foundation’s mission.

** The consolidated financial statements for East Tennesse Foundation and its supporting organizations areaudited annually. However, due to time sensitivity, all asset figures reported throughout this document are based on pre-audit records.

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UNRESTRICTED FUNDS

Unrestricted funds are "opportunity" funds, allowing the Foundation board and staff to make strategic grants when opportunities arise. Most Foundation funds are restricted to a particular county, cause, or nonprofit. Unrestricted funds allow strategic delivery of charitable dollars which will provide maximum benefit for East Tennessee.

As of December 31, 2015, ETF held the following 6 unrestricted funds totaling $1,954,516.

Paul O. Dore, Jr., and Betty B. Dore Unrestricted FundMarilyn L. Frank Opportunity FundNatalie Leach Haslam FundIra O. Johnson Memorial FundOpportunity Endowment FundAnna G. Schmidt and Barbara M. Landauer Endowment Fund

FIELD-OF-INTEREST FUNDS

Field-of-Interest Funds support a competitive grantmaking process in broad charitable areas such as arts and culture, affordable housing, women and children, education, or youth-at-risk. These funds allow the Foundation flexibility in serving a particular need that matches donors' interests.

As of December 31, 2015, ETF held the following 26 field-of-interest funds totaling $25,623,224.

Affordable Housing Trust FundArts Fund for East TennesseeBoyd Youth Education FundButterfly Endowment FundButterfly FundFrederic and Dorothea King Cady Memorial Trust FundEconomic Development Fund for East TennesseeHarry W. and Carolyn W. Galbraith Memorial FundDr. J. G. Hawkins Memorial FundJefferson Memorial Foundation FundKiMe FundKuiper K9 FundLeadership Education FundLiteracy Endowment for East TennesseeMount Rest FundNeighbor to Neighbor Disaster Relief FundJohn D. Ogle Cerebral Palsy Research FundPublic School Forum of East Tennessee FundRespiratory Disease FundRural Communities Initiative FundLydia Seilez Memorial FundTen Year Plan to End Chronic Homelessness Fund/ Homeless Solutions FundWildlife Preservation EndowmentWomen's Fund of East Tennessee Endowment FundYouth Endowment FundYouth Endowment Foster Care Scholarship Fund

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COUNTY AFFILIATE FUNDS

Affiliate funds are funds that support charitable programs and organizations in a particular city and/or county. The bulk of the fundraising for and grantmaking by these funds is done by eachfund’s advisory board which consists of individuals who are local to the community served. In essence, each of these funds operates as a small community foundation for the particular county or area they serve, but each is a component fund of East Tennessee Foundation, thereby facilitating local philanthropy services to the various communities throughout our service region.

As of December 31, 2015, ETF held the following 16 affiliate funds totaling $5,369,631.

Fund for Campbell CountyClinch-Powell Community FundFund for Cocke CountyElizabethton/Carter County Community FoundationFund for Etowah and McMinn CountyFund for Greene County

Fund for Greene County Operating EndowmentJohn D. Grubb and Louise G. Sumner Fund for Monroe CountyJohnson County Community Foundation

Harley H. and Margaret M. Wachs Youth Leadership FundKingsport Community FoundationNorris Area Community FoundationRogersville/Hawkins County Education FundUnicoi County FundUnion County Community Foundation Washington County Community Foundation

SCHOLARSHIP AND AWARD FUNDS

Scholarship funds provide competitive scholarship programs for students to obtain post- secondary education. These funds memorialize a family member, commemorate a graduating class, assist with a particular field of study, benefit students from disadvantaged areas, support students from a particular county, and more.

As of December 31, 2015, ETF held the following 57 scholarship funds totaling $17,191,752.

B & W Y-12 Scholarship FundHoward H. Baker Medical Scholarship FundCoach Jack Blair Scholarship FundRuby A. Brown Memorial Scholarship FundCamp 76 Scholarship FundHarold W. Canfield Memorial Scholarship FundVera and Lawrence Carson Scholarship FundKarolyn King Carter Scholarship FundCherish the Child Legacy FundGail Clay Scholarship FundGordon W. and Agnes P. Cobb Scholarship FundSteven L. Coffey Memorial Scholarship FundCraighead Limestone Scholarship FundR. G. and Ruth Crossno Scholarship Fund

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UNRESTRICTED FUNDS

Unrestricted funds are "opportunity" funds, allowing the Foundation board and staff to make strategic grants when opportunities arise. Most Foundation funds are restricted to a particular county, cause, or nonprofit. Unrestricted funds allow strategic delivery of charitable dollars which will provide maximum benefit for East Tennessee.

As of December 31, 2015, ETF held the following 6 unrestricted funds totaling $1,954,516.

Paul O. Dore, Jr., and Betty B. Dore Unrestricted FundMarilyn L. Frank Opportunity FundNatalie Leach Haslam FundIra O. Johnson Memorial FundOpportunity Endowment FundAnna G. Schmidt and Barbara M. Landauer Endowment Fund

FIELD-OF-INTEREST FUNDS

Field-of-Interest Funds support a competitive grantmaking process in broad charitable areas such as arts and culture, affordable housing, women and children, education, or youth-at-risk. These funds allow the Foundation flexibility in serving a particular need that matches donors' interests.

As of December 31, 2015, ETF held the following 26 field-of-interest funds totaling $25,623,224.

Affordable Housing Trust FundArts Fund for East TennesseeBoyd Youth Education FundButterfly Endowment FundButterfly FundFrederic and Dorothea King Cady Memorial Trust FundEconomic Development Fund for East TennesseeHarry W. and Carolyn W. Galbraith Memorial FundDr. J. G. Hawkins Memorial FundJefferson Memorial Foundation FundKiMe FundKuiper K9 FundLeadership Education FundLiteracy Endowment for East TennesseeMount Rest FundNeighbor to Neighbor Disaster Relief FundJohn D. Ogle Cerebral Palsy Research FundPublic School Forum of East Tennessee FundRespiratory Disease FundRural Communities Initiative FundLydia Seilez Memorial FundTen Year Plan to End Chronic Homelessness Fund/ Homeless Solutions FundWildlife Preservation EndowmentWomen's Fund of East Tennessee Endowment FundYouth Endowment FundYouth Endowment Foster Care Scholarship Fund

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COUNTY AFFILIATE FUNDS

Affiliate funds are funds that support charitable programs and organizations in a particular city and/or county. The bulk of the fundraising for and grantmaking by these funds is done by eachfund’s advisory board which consists of individuals who are local to the community served. In essence, each of these funds operates as a small community foundation for the particular county or area they serve, but each is a component fund of East Tennessee Foundation, thereby facilitating local philanthropy services to the various communities throughout our service region.

As of December 31, 2015, ETF held the following 16 affiliate funds totaling $5,369,631.

Fund for Campbell CountyClinch-Powell Community FundFund for Cocke CountyElizabethton/Carter County Community FoundationFund for Etowah and McMinn CountyFund for Greene County

Fund for Greene County Operating EndowmentJohn D. Grubb and Louise G. Sumner Fund for Monroe CountyJohnson County Community Foundation

Harley H. and Margaret M. Wachs Youth Leadership FundKingsport Community FoundationNorris Area Community FoundationRogersville/Hawkins County Education FundUnicoi County FundUnion County Community Foundation Washington County Community Foundation

SCHOLARSHIP AND AWARD FUNDS

Scholarship funds provide competitive scholarship programs for students to obtain post- secondary education. These funds memorialize a family member, commemorate a graduating class, assist with a particular field of study, benefit students from disadvantaged areas, support students from a particular county, and more.

As of December 31, 2015, ETF held the following 57 scholarship funds totaling $17,191,752.

B & W Y-12 Scholarship FundHoward H. Baker Medical Scholarship FundCoach Jack Blair Scholarship FundRuby A. Brown Memorial Scholarship FundCamp 76 Scholarship FundHarold W. Canfield Memorial Scholarship FundVera and Lawrence Carson Scholarship FundKarolyn King Carter Scholarship FundCherish the Child Legacy FundGail Clay Scholarship FundGordon W. and Agnes P. Cobb Scholarship FundSteven L. Coffey Memorial Scholarship FundCraighead Limestone Scholarship FundR. G. and Ruth Crossno Scholarship Fund

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Michael Curtin Renaissance Student Memorial Scholarship FundColonel Kurt Davis Veteran’s Scholarship FundJohn H. and Carol R. Evans Choral Music Scholarship FundMickey Forrester Memorial Scholarship FundJames K. Goldston INFOSEC Scholarship FundGreene County Scholarship FundMichael David Greene Scholarship FundAngie Grubb Scholarship FundJohn D. Grubb and Louise G. Sumner Fund for Monroe County Scholarship FundJack F. and Edith Updyke Harmon Scholarship FundAbbie Jane Harper Memorial Scholarship FundMary C. & Joe A. Hollingsworth, Sr. Scholarship FundCalvin Howard Agricultural Scholarship FundJohnson County Education Growth Scholarship FundJohnson County Scholarship FundKBA Scholarship Fund (Knoxville Business Association)Dr. Richard Forrest and Ella Dudney Kelsey Memorial Scholarship FundDorsey and Betty King Scholarship FundKnox Central High Class of '50 Alumni Association Scholarship FundKnox Central High Class of '50 Alumni Association Scholarship Fund #2Ellyn Lancaster Scholarship FundSusan Mast Long Memorial Scholarship FundBrandy Maples Memorial Scholarship FundHugh B. Martin Memorial Scholarship FundCandace Mast Veterinary Medicine Scholarship FundMcMinn County High School Alumni FundElman McCutchen Merritt Scholarship FundMiller/Vicars Scholarship FundReuben Louise Cates Mount and the Junior Service League of Maryville Memorial Scholarship FundOak Ridge Rotary Club Brad Sturm Memorial Scholarship FundE. E. Perry Scholarship FundOllie and Floyd Sloan Scholarship FundStepping-Stone Scholarship FundRandall Stout Memorial Scholarship FundLawrence Strader Boy Scouts of America Scholarship FundStrader Family Fort Scott High School Scholarship FundTeen Town "Pride of the Hill" Scholarship FundTennessee Judicial Conference FundTennessee Sports Hall of Fame Jeff Byrd Memorial ScholarshipValkyrie-Thor Scholarship in Theatre Arts FundDebbie Van Cleave Scholarship FundGregory Weber Computer Science Scholarship FundBrilla Mallicoat Young Scholarship Fund

DESIGNATED ENDOWMENT FUNDS

Designated funds let donors establish endowment funds for the benefit of their favorite charities. Designated endowments supply an ongoing source of support for East Tennessee's many nonprofit

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organizations and provide security and stability to enhance the good work of these organizations.

As of December 31, 2015, ETF held the following 58 designated funds totaling $19,505,467.

Art Circle Public Library Sustaining FundThomas M. and Murray (Midge) Ayres Knox Area Rescue Ministries FundThomas M. and Murray (Midge) Ayres United Way of Greater Knoxville FundThomas M. and Murray (Midge) Ayres Webb School of Knoxville FundHoward Baker Portrait Project Fund for the benefit of University of Tennessee Howard H. Baker, Jr.

Center for Public PolicyBonnie P. Blackburn Joni and Friends Knoxville FundMary H. Bogart Endowment Fund for the benefit of Erwin Presbyterian Church and Care & Share

Ministry in Erwin, TNJohn and Elizabeth Bowen Fund for the benefit of Cumberland College in Williamsburg, KYNita H. Bowling Humane Society of the Tennessee Valley FundCAC Office on Aging Endowment FundCarter High School Alumni Foundation Fund (endowed) (Knox County)Carter High School Alumni Foundation Fund (nonendowed) (Knox County)Anne P. Church Charitable Endowment Fund for the benefit of 14 organizations in the fields of

education, health, religion, human services, and community improvement Community School of the Arts Endowment FundJason and Eleanor Cox Fund for the benefit of Colonial Heights United Methodist Church in Kingsport,

TNMarilyn Davis Music Scholarship Fund for the benefit of East Tennessee State UniversityJoseph Delaney Memorial Endowment Fund for the benefit of Volunteers of AmericaJames A. Dick Endowment Fund for the benefit of Joy of Music Youth Music School, Historic

Tennessee Theatre Foundation, and Knoxville Symphony SocietyMarilyn Dick Endowment Fund for the benefit of anonymous nonprofit beneficiariesDobyns-Bennett Baseball Foundation of Kingsport Fund (endowed)Dobyns-Bennett Baseball Foundation of Kingsport Fund (nonendowed)Paul O. Dore, Jr., and Betty B. Dore Community Benefit Fund for the benefit of the United Way of

Greater Knoxville, Westminster Presbyterian Church, Venice Presbyterian Church in Venice, FL, and Plantation Community Foundation in Venice, FL

Paul O. Dore, Jr., and Betty B. Dore Scholarship Fund for the benefit of Christian Academy of Knoxville

East Tennessee Technology Access Center, Inc. Endowment FundJohn H. and Carol R. Evans Fund for Choral Music for the benefit of the School of Music Choral

Activities Fund at The University of Tennessee, KnoxvilleFlorence Crittenton Agency Endowment Fund/Julia AnspachRussell O. and Fannye Ford Memorial Fund for the benefit of Gloria Dei Lutheran Church and New

Prospect Presbyterian ChurchFulton High School Foundation Endowment Fund (Knox County)Fulton High School Foundation Fund (nonendowed) (Knox County)GKTA Designated Fund for the benefit of the Greater Knoxville Tennis AssociationRobert E. Goldstein Flower Fund for the benefit of Westside Unitarian Universalist ChurchJohnny A. Grubb Sports Banquet Endowment Fund for the benefit of McMinn County High SchoolBetty C. Hinton Fund for the benefit of Ramsey House Endowment Fund, Knox Area Rescue

Ministries, and the library at Webb SchoolHumane Society Fund for the benefit of the Humane Society of the Tennessee ValleyInterfaith Health Clinic Fund

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Michael Curtin Renaissance Student Memorial Scholarship FundColonel Kurt Davis Veteran’s Scholarship FundJohn H. and Carol R. Evans Choral Music Scholarship FundMickey Forrester Memorial Scholarship FundJames K. Goldston INFOSEC Scholarship FundGreene County Scholarship FundMichael David Greene Scholarship FundAngie Grubb Scholarship FundJohn D. Grubb and Louise G. Sumner Fund for Monroe County Scholarship FundJack F. and Edith Updyke Harmon Scholarship FundAbbie Jane Harper Memorial Scholarship FundMary C. & Joe A. Hollingsworth, Sr. Scholarship FundCalvin Howard Agricultural Scholarship FundJohnson County Education Growth Scholarship FundJohnson County Scholarship FundKBA Scholarship Fund (Knoxville Business Association)Dr. Richard Forrest and Ella Dudney Kelsey Memorial Scholarship FundDorsey and Betty King Scholarship FundKnox Central High Class of '50 Alumni Association Scholarship FundKnox Central High Class of '50 Alumni Association Scholarship Fund #2Ellyn Lancaster Scholarship FundSusan Mast Long Memorial Scholarship FundBrandy Maples Memorial Scholarship FundHugh B. Martin Memorial Scholarship FundCandace Mast Veterinary Medicine Scholarship FundMcMinn County High School Alumni FundElman McCutchen Merritt Scholarship FundMiller/Vicars Scholarship FundReuben Louise Cates Mount and the Junior Service League of Maryville Memorial Scholarship FundOak Ridge Rotary Club Brad Sturm Memorial Scholarship FundE. E. Perry Scholarship FundOllie and Floyd Sloan Scholarship FundStepping-Stone Scholarship FundRandall Stout Memorial Scholarship FundLawrence Strader Boy Scouts of America Scholarship FundStrader Family Fort Scott High School Scholarship FundTeen Town "Pride of the Hill" Scholarship FundTennessee Judicial Conference FundTennessee Sports Hall of Fame Jeff Byrd Memorial ScholarshipValkyrie-Thor Scholarship in Theatre Arts FundDebbie Van Cleave Scholarship FundGregory Weber Computer Science Scholarship FundBrilla Mallicoat Young Scholarship Fund

DESIGNATED ENDOWMENT FUNDS

Designated funds let donors establish endowment funds for the benefit of their favorite charities. Designated endowments supply an ongoing source of support for East Tennessee's many nonprofit

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organizations and provide security and stability to enhance the good work of these organizations.

As of December 31, 2015, ETF held the following 58 designated funds totaling $19,505,467.

Art Circle Public Library Sustaining FundThomas M. and Murray (Midge) Ayres Knox Area Rescue Ministries FundThomas M. and Murray (Midge) Ayres United Way of Greater Knoxville FundThomas M. and Murray (Midge) Ayres Webb School of Knoxville FundHoward Baker Portrait Project Fund for the benefit of University of Tennessee Howard H. Baker, Jr.

Center for Public PolicyBonnie P. Blackburn Joni and Friends Knoxville FundMary H. Bogart Endowment Fund for the benefit of Erwin Presbyterian Church and Care & Share

Ministry in Erwin, TNJohn and Elizabeth Bowen Fund for the benefit of Cumberland College in Williamsburg, KYNita H. Bowling Humane Society of the Tennessee Valley FundCAC Office on Aging Endowment FundCarter High School Alumni Foundation Fund (endowed) (Knox County)Carter High School Alumni Foundation Fund (nonendowed) (Knox County)Anne P. Church Charitable Endowment Fund for the benefit of 14 organizations in the fields of

education, health, religion, human services, and community improvement Community School of the Arts Endowment FundJason and Eleanor Cox Fund for the benefit of Colonial Heights United Methodist Church in Kingsport,

TNMarilyn Davis Music Scholarship Fund for the benefit of East Tennessee State UniversityJoseph Delaney Memorial Endowment Fund for the benefit of Volunteers of AmericaJames A. Dick Endowment Fund for the benefit of Joy of Music Youth Music School, Historic

Tennessee Theatre Foundation, and Knoxville Symphony SocietyMarilyn Dick Endowment Fund for the benefit of anonymous nonprofit beneficiariesDobyns-Bennett Baseball Foundation of Kingsport Fund (endowed)Dobyns-Bennett Baseball Foundation of Kingsport Fund (nonendowed)Paul O. Dore, Jr., and Betty B. Dore Community Benefit Fund for the benefit of the United Way of

Greater Knoxville, Westminster Presbyterian Church, Venice Presbyterian Church in Venice, FL, and Plantation Community Foundation in Venice, FL

Paul O. Dore, Jr., and Betty B. Dore Scholarship Fund for the benefit of Christian Academy of Knoxville

East Tennessee Technology Access Center, Inc. Endowment FundJohn H. and Carol R. Evans Fund for Choral Music for the benefit of the School of Music Choral

Activities Fund at The University of Tennessee, KnoxvilleFlorence Crittenton Agency Endowment Fund/Julia AnspachRussell O. and Fannye Ford Memorial Fund for the benefit of Gloria Dei Lutheran Church and New

Prospect Presbyterian ChurchFulton High School Foundation Endowment Fund (Knox County)Fulton High School Foundation Fund (nonendowed) (Knox County)GKTA Designated Fund for the benefit of the Greater Knoxville Tennis AssociationRobert E. Goldstein Flower Fund for the benefit of Westside Unitarian Universalist ChurchJohnny A. Grubb Sports Banquet Endowment Fund for the benefit of McMinn County High SchoolBetty C. Hinton Fund for the benefit of Ramsey House Endowment Fund, Knox Area Rescue

Ministries, and the library at Webb SchoolHumane Society Fund for the benefit of the Humane Society of the Tennessee ValleyInterfaith Health Clinic Fund

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Johnson City Public Library Foundation FundByrd and King Jones Memorial Fund #1 for the benefit of Bachman Memorial Home and the

Sweetwater Hospital AssociationByrd and King Jones Memorial Fund #2 for the benefit of the Sweetwater Hospital Association and

Hiwassee CollegeHayley Kerr Memorial Fund for the benefit of Halls High School (Knox County)Knox County Government Foundation Fund for the benefit of Imagination LibraryDavid Meriwether Lovett Fund for the benefit of the Arts Fund for East Tennessee and the Church of

the AscensionMaryville College Scholarship FundMitchel Family Charitable Fund for the benefit of Holston United Methodist Home for Children and

Free Will Baptist Family Ministries in Greeneville, TNOakley and Bruce Moody Fund for the benefit of East Tennessee Foundation’s Respiratory Disease

Fund and Economic Development FundNativity Pageant of Knoxville Endowment FundOates Family Trust Fund for the benefit of Foothills Land Conservancy and Legacy Parks FoundationSharon Olson Social Ministry Fund for the benefit of the social outreach ministry program at Messiah

Lutheran ChurchRecording for the Blind and Dyslexic Endowment FundRestoration House of East Tennessee Endowment FundCoger Robertson Memorial KHS Orchestra Fund for the benefit of the Karns High School

Orchestra (Knoxville, TN)G. Wayne and Margaret S. Solomon Designated Fund for the benefit of Central High School (Wartburg,

TN)Stokely Special Arts Endowment Fund for the benefit of the Stokely Gallery of the Knoxville Museum

of ArtLawrence Strader Sons of the Revolution FundPat Summitt Foundation FundTennessee Homeless Animal Care Fund for the benefit of Friends of the Animal Shelter in Newport, TNTennessee Overhill Heritage Association Endowment FundJohn L. and Ann B. VandeVate Education Fund for the benefit of the Greater Kingsport Alliance for

DevelopmentMr. and Mrs. Ned S. Williams Designated Fund for the benefit of First United Methodist Church in

Sevierville, TN, Tennessee Wesleyan College in Athens, TN, and Ohio Wesleyan University in Delaware, OH

ORGANIZATION FUNDS

These funds let nonprofit organizations establish endowment funds for their own benefit, supplying them with an ongoing source of support, security and stability.

As of December 31, 2015, ETF held the following 90 organization funds totaling $28,886,740.

ADFAC Bow Tie Fund (Aid to Distressed Families of Appalachian Counties)Arrowmont School of Arts and Crafts Agency Endowment FundArrowmont Settlement School of Arts and Crafts Endowment FundBlount Mansion Association Collections Endowment FundBoys and Girls Club of the Smoky Mountains FundBoys and Girls Club of the Tennessee Valley Endowment FundCancer Support Community - East Tennessee, Inc. Endowment FundCASA of the Tennessee Heartland Fund

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Cherokee Health Systems FundChildren's Center of the Cumberlands FundChildren's Museum of Oak Ridge Agency Endowment FundClinch-Powell RC & D Council Agency Endowment FundCommunity Health of East Tennessee Endowment FundCONTACT Care Line Endowment FundDogwood Arts Festival FundDream Connection FundEast Tennessee Area Agency on Aging FundEast Tennessee Community Design Center Endowment FundEast Tennessee Economic Development Agency FundEast Tennessee Veterinary Medical Association FundEmerald Youth Foundation FundFoothills Land Conservancy Inc. FundFort Kid Playground Endowment FundFoundation of Missions Fund (Baptist Collegiate Ministries)Friends of Great Smoky Mountains National Park Endowment FundFriends of the Knox County Library Fund/Alvin Herborg and Jane Ann Evans Nielsen EndowmentFriends of the Tellico Village Library Endowment FundFriends of Tennessee Babies Endowment FundBob Gonia Scholarship Fund (Leadership Sevier)Good Samaritan Legacy Fund (Good Samaritan Center of Loudon County)Greeneville Arts Council Endowment FundGreeneville Greene County History Museum Agency Endowment FundJames A. Haslam, II/Leadership Knoxville, Inc. Scholarship FundHaven House FundHeadmaster's Scholarship Fund (Episcopal School of Knoxville)Interfaith Health Clinic Foundation FundJames White Fort Endowment FundJunior Achievement - Tri-Cities TN/VA FundKCARC Endowment Fund (ARC Knox County)KFOA Scholarship Fund (Knoxville Football Officials Association, Inc.)King College FundKnox Heritage Partners in the Field FundKnox Heritage Preservation FundKnoxville Academy of Medicine Alliance Philanthropic Endowment FundKnoxville Area Urban League FundKnoxville Botanical Gardens and Arboretum Endowment FundKnoxville Chapter of the American Marketing Association Eagle Endowment FundKnoxville Community Recreation Band Advancement Group FundKnoxville Habitat for Humanity FundKnoxville Montessori Goddard Scholarship Endowment FundKnoxville Museum of Art Agency Endowment FundKnoxville Museum of Art Endowment FundKnoxville Zoo FundLegacy Parks Foundation Endowment FundLegal Aid of East Tennessee Endowment FundLittle Theatre of Greeneville Memorial Endowment Fund

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Johnson City Public Library Foundation FundByrd and King Jones Memorial Fund #1 for the benefit of Bachman Memorial Home and the

Sweetwater Hospital AssociationByrd and King Jones Memorial Fund #2 for the benefit of the Sweetwater Hospital Association and

Hiwassee CollegeHayley Kerr Memorial Fund for the benefit of Halls High School (Knox County)Knox County Government Foundation Fund for the benefit of Imagination LibraryDavid Meriwether Lovett Fund for the benefit of the Arts Fund for East Tennessee and the Church of

the AscensionMaryville College Scholarship FundMitchel Family Charitable Fund for the benefit of Holston United Methodist Home for Children and

Free Will Baptist Family Ministries in Greeneville, TNOakley and Bruce Moody Fund for the benefit of East Tennessee Foundation’s Respiratory Disease

Fund and Economic Development FundNativity Pageant of Knoxville Endowment FundOates Family Trust Fund for the benefit of Foothills Land Conservancy and Legacy Parks FoundationSharon Olson Social Ministry Fund for the benefit of the social outreach ministry program at Messiah

Lutheran ChurchRecording for the Blind and Dyslexic Endowment FundRestoration House of East Tennessee Endowment FundCoger Robertson Memorial KHS Orchestra Fund for the benefit of the Karns High School

Orchestra (Knoxville, TN)G. Wayne and Margaret S. Solomon Designated Fund for the benefit of Central High School (Wartburg,

TN)Stokely Special Arts Endowment Fund for the benefit of the Stokely Gallery of the Knoxville Museum

of ArtLawrence Strader Sons of the Revolution FundPat Summitt Foundation FundTennessee Homeless Animal Care Fund for the benefit of Friends of the Animal Shelter in Newport, TNTennessee Overhill Heritage Association Endowment FundJohn L. and Ann B. VandeVate Education Fund for the benefit of the Greater Kingsport Alliance for

DevelopmentMr. and Mrs. Ned S. Williams Designated Fund for the benefit of First United Methodist Church in

Sevierville, TN, Tennessee Wesleyan College in Athens, TN, and Ohio Wesleyan University in Delaware, OH

ORGANIZATION FUNDS

These funds let nonprofit organizations establish endowment funds for their own benefit, supplying them with an ongoing source of support, security and stability.

As of December 31, 2015, ETF held the following 90 organization funds totaling $28,886,740.

ADFAC Bow Tie Fund (Aid to Distressed Families of Appalachian Counties)Arrowmont School of Arts and Crafts Agency Endowment FundArrowmont Settlement School of Arts and Crafts Endowment FundBlount Mansion Association Collections Endowment FundBoys and Girls Club of the Smoky Mountains FundBoys and Girls Club of the Tennessee Valley Endowment FundCancer Support Community - East Tennessee, Inc. Endowment FundCASA of the Tennessee Heartland Fund

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Cherokee Health Systems FundChildren's Center of the Cumberlands FundChildren's Museum of Oak Ridge Agency Endowment FundClinch-Powell RC & D Council Agency Endowment FundCommunity Health of East Tennessee Endowment FundCONTACT Care Line Endowment FundDogwood Arts Festival FundDream Connection FundEast Tennessee Area Agency on Aging FundEast Tennessee Community Design Center Endowment FundEast Tennessee Economic Development Agency FundEast Tennessee Veterinary Medical Association FundEmerald Youth Foundation FundFoothills Land Conservancy Inc. FundFort Kid Playground Endowment FundFoundation of Missions Fund (Baptist Collegiate Ministries)Friends of Great Smoky Mountains National Park Endowment FundFriends of the Knox County Library Fund/Alvin Herborg and Jane Ann Evans Nielsen EndowmentFriends of the Tellico Village Library Endowment FundFriends of Tennessee Babies Endowment FundBob Gonia Scholarship Fund (Leadership Sevier)Good Samaritan Legacy Fund (Good Samaritan Center of Loudon County)Greeneville Arts Council Endowment FundGreeneville Greene County History Museum Agency Endowment FundJames A. Haslam, II/Leadership Knoxville, Inc. Scholarship FundHaven House FundHeadmaster's Scholarship Fund (Episcopal School of Knoxville)Interfaith Health Clinic Foundation FundJames White Fort Endowment FundJunior Achievement - Tri-Cities TN/VA FundKCARC Endowment Fund (ARC Knox County)KFOA Scholarship Fund (Knoxville Football Officials Association, Inc.)King College FundKnox Heritage Partners in the Field FundKnox Heritage Preservation FundKnoxville Academy of Medicine Alliance Philanthropic Endowment FundKnoxville Area Urban League FundKnoxville Botanical Gardens and Arboretum Endowment FundKnoxville Chapter of the American Marketing Association Eagle Endowment FundKnoxville Community Recreation Band Advancement Group FundKnoxville Habitat for Humanity FundKnoxville Montessori Goddard Scholarship Endowment FundKnoxville Museum of Art Agency Endowment FundKnoxville Museum of Art Endowment FundKnoxville Zoo FundLegacy Parks Foundation Endowment FundLegal Aid of East Tennessee Endowment FundLittle Theatre of Greeneville Memorial Endowment Fund

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Ida Mae Martin Trust (Historic Rugby)Maryville City Schools Foundation, Inc. Endowment FundRonald McDonald House Endowment FundRonald McDonald House Endowment Fund #2Metropolitan Drug Commission Endowment FundHistoric Middlebrook Preservation Trust FundMonroe County United Way Endowment FundNew Hope - Blount County Children's Advocacy Center Endowment FundNewport Theatre Guild Endowment FundOak Ridge Rowing Association Endowment FundOld Gray Cemetery Endowment FundDr. Alyene Reese Memorial Endowment Fund (Mountain Hope Good Shepherd Clinic)Rocky Mount Historical Association Endowment FundRocky Mount Historical Association Endowment Fund #2Rose Center and Council for the Arts Endowment FundRotary Club of Knoxville Foundation Scholarship FundHistoric Rugby Endowment FundSecond Harvest Food Bank FundSevier County High School Foundation Endowment FundShangri-La Therapeutic Academy of Riding ("STAR") Endowment FundKermit Tipton Scholarship Endowment Fund (Johnson City Public Schools Foundation)United Way of Anderson County Endowment FundUnited Way of Greene County Endowment FundUnited Way of Greater Kingsport, Inc. Endowment FundUnited Way of Greater Knoxville, Inc. Endowment FundUnited Way of Loudon County Opportunity Endowment FundVolunteer Ministry Center, Inc. Endowment FundWDVX Endowment FundWebb School of Knoxville FundWeekend Academy Chattanooga Agency Endowment FundWeekend Academy Knoxville Agency Endowment FundWordPlayers FundYMCA of East Tennessee Endowment FundYMCA of Greene County Agency Endowment Fund

DONOR ADVISED FUNDS

Donor Advised funds offer donors the most flexibility and involvement in their giving. Many donors choose a donor advised fund over a family foundation because of the administrative ease and lower cost. Donors also enjoy the opportunity to teach philanthropy to their children, both by example and by involving the family in grantmaking. Donors benefit from the Foundation staff's knowledge of the needs and opportunities for giving in East Tennessee.

As of December 31, 2015, ETF held the following 142 donor advised funds totaling $49,501,886.

Advised Fund #6Advised Fund #8Advised Fund #9Advised Fund #11Advised Fund #12

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Advised Fund #15Albers Family Charitable FundAlbers Family Perpetual Endowment FundAnderson Family FundAsante FundDavid E. Avriett FundAyers Advised FundBeall Family FundBegalla Family FundFred D. Benton Advised FundTom Benton Donor Advised FundBlackberry Farm Charitable FundBryan and Wilma Jo Blalock FundBlalock Family Foundation FundSidney A. and JoNelda Williams Blalock FundAkira Blount Memorial FundBootheel FundBoyd Family FundJeff Breazeale FoundationBurkhart & Company Charitable FundCondon S. and Betsey R. Bush FundJeff Byrd Foundation FundC. Howard Capito Donor Advised FundChoiceDATA Charitable FundCivitan Club FundClayton Family Foundation FundCleverdon Animal Shelter FundCleverdon Animal Welfare FundCNS Y-12 Community Investment FundCommunity Projects Trust FundConner Family FundConsoli Family Foundation FundJean and John Cooper FundCornerstone FundCraig Foundation FundPaul O. Dore, Jr., and Betty B. Dore Donor Advised FundMaureen Dunn McBride Donor Advised FundEast Tennessee AIDS FundJohn J. Faris and Sondra B. Faris FundFaust Foster Family FundDr. Robert and Mrs. Carolyn Fehr FundMarilyn L. Frank Donor Advised FundJ. Compton French, Sr. and Margaret C. French FundFreshour-McNabb Children's FundBruce and Diane Gibson Christian Ministry FundDr. Catherine A. Gilreath FundFrank and Anna Gray Family Endowment FundFrank and Anna Gray Family Fund

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Ida Mae Martin Trust (Historic Rugby)Maryville City Schools Foundation, Inc. Endowment FundRonald McDonald House Endowment FundRonald McDonald House Endowment Fund #2Metropolitan Drug Commission Endowment FundHistoric Middlebrook Preservation Trust FundMonroe County United Way Endowment FundNew Hope - Blount County Children's Advocacy Center Endowment FundNewport Theatre Guild Endowment FundOak Ridge Rowing Association Endowment FundOld Gray Cemetery Endowment FundDr. Alyene Reese Memorial Endowment Fund (Mountain Hope Good Shepherd Clinic)Rocky Mount Historical Association Endowment FundRocky Mount Historical Association Endowment Fund #2Rose Center and Council for the Arts Endowment FundRotary Club of Knoxville Foundation Scholarship FundHistoric Rugby Endowment FundSecond Harvest Food Bank FundSevier County High School Foundation Endowment FundShangri-La Therapeutic Academy of Riding ("STAR") Endowment FundKermit Tipton Scholarship Endowment Fund (Johnson City Public Schools Foundation)United Way of Anderson County Endowment FundUnited Way of Greene County Endowment FundUnited Way of Greater Kingsport, Inc. Endowment FundUnited Way of Greater Knoxville, Inc. Endowment FundUnited Way of Loudon County Opportunity Endowment FundVolunteer Ministry Center, Inc. Endowment FundWDVX Endowment FundWebb School of Knoxville FundWeekend Academy Chattanooga Agency Endowment FundWeekend Academy Knoxville Agency Endowment FundWordPlayers FundYMCA of East Tennessee Endowment FundYMCA of Greene County Agency Endowment Fund

DONOR ADVISED FUNDS

Donor Advised funds offer donors the most flexibility and involvement in their giving. Many donors choose a donor advised fund over a family foundation because of the administrative ease and lower cost. Donors also enjoy the opportunity to teach philanthropy to their children, both by example and by involving the family in grantmaking. Donors benefit from the Foundation staff's knowledge of the needs and opportunities for giving in East Tennessee.

As of December 31, 2015, ETF held the following 142 donor advised funds totaling $49,501,886.

Advised Fund #6Advised Fund #8Advised Fund #9Advised Fund #11Advised Fund #12

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Advised Fund #15Albers Family Charitable FundAlbers Family Perpetual Endowment FundAnderson Family FundAsante FundDavid E. Avriett FundAyers Advised FundBeall Family FundBegalla Family FundFred D. Benton Advised FundTom Benton Donor Advised FundBlackberry Farm Charitable FundBryan and Wilma Jo Blalock FundBlalock Family Foundation FundSidney A. and JoNelda Williams Blalock FundAkira Blount Memorial FundBootheel FundBoyd Family FundJeff Breazeale FoundationBurkhart & Company Charitable FundCondon S. and Betsey R. Bush FundJeff Byrd Foundation FundC. Howard Capito Donor Advised FundChoiceDATA Charitable FundCivitan Club FundClayton Family Foundation FundCleverdon Animal Shelter FundCleverdon Animal Welfare FundCNS Y-12 Community Investment FundCommunity Projects Trust FundConner Family FundConsoli Family Foundation FundJean and John Cooper FundCornerstone FundCraig Foundation FundPaul O. Dore, Jr., and Betty B. Dore Donor Advised FundMaureen Dunn McBride Donor Advised FundEast Tennessee AIDS FundJohn J. Faris and Sondra B. Faris FundFaust Foster Family FundDr. Robert and Mrs. Carolyn Fehr FundMarilyn L. Frank Donor Advised FundJ. Compton French, Sr. and Margaret C. French FundFreshour-McNabb Children's FundBruce and Diane Gibson Christian Ministry FundDr. Catherine A. Gilreath FundFrank and Anna Gray Family Endowment FundFrank and Anna Gray Family Fund

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Haslam Family FundJames A. Haslam III & Susan B. Haslam Donor Advised FundNatalie and Jim Haslam Charitable FundMr. and Mrs. William E. Haslam FundDr. Ray M. and Mrs. Christine G. Hayworth Charitable FundHealth, Education, and Wellness FundHenry's FundThomas R. and Patricia A. Hodge FundAudrine Honey Donor Advised FundHumphreys Barlow FundHundred Year FundJAZ Foundation for Community GivingJLC Family Donor Advised FundDavid and Jeanne Claire Jones Family FundSamuel and Katherine Jones Fund for YouthKBA Endowment for the Youth FundKelleher-Sohn Family FundImogene A. King FundKnoxville High School Alumni Association FundGrace Sharp Leech Donor Advised FundLeo Charitable FundLodge Donor Advised FundA. David Martin Endowment FundA. David Martin Charitable FundMartin Charitable FundA. C. Masingill, Jr. FundCheryl Massingale Donor Advised FundLynn Massingale FundMCC Donor Advised FundMorton Foundation FundMTHM FundMy Son Shines FundGlyn Ed and Lynda Newton Donor Advised FundScott M. Niswonger FundRandall Keith Nutt FundBen F. and Mary L. Oliver Donor Advised FundThomas and Susan Overton FundPackard FundDonald H. and Carol A. Parnell Charitable FundPferrer-Liles FundPostma Family Donor Advised FundTaylor and Paige Preston Family FundRichard B. and Jane M. Ray FundMr. and Mrs. Wayne Ritchie Family FundHarry B. Roberts Fund for EducationLouise H. Roberts Fund for ChildrenRichard H. Roberts FundJohn-David W. Roddy Family Fund

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Katherine Collins Roddy and J. P. Roddy, Sr. FundFielding and Joyce Rolston Foundation FundEmily and Morton Rose FundGreg and Susan Roth FundSampson Foundation FundPhilip H. Schrader Donor Advised FundAlan and Sally Sefton Donor Advised FundSelah FundEvelyn W. and Arthur G. Seymour FundSusie and Paul Siler FundEdward and Donna Spray FundStewardship FundHarry and Sarah Stowers Donor Advised FundSubstance Abuse Fund for EducationSummers Family FundSwain Family FundAleen “Ali” Swofford FundDr. Donald and Carole Tarr FundGordon and Nancy Thomas FundTreasure Family FundTweed FundTYG FundUster Technologies FundValentine-Hart Fund for Cocke CountyBlanche P. & Emmet P. Vaughn FundFloyd and Lois Vos Mission Foundation FundW. J. M. Family FundWALMAC FundDavid Paine Waters FLP FundJohn B. and Patsy Waters FundCharlotte S. Watson Charitable FundZachary Weisfeld Donor Advised FundWhite FundStephanie Whitener Love Heart FundKatherine R. Willis Family FundWilson Family Donor Advised FundMr. and Mrs. Kent C. Withers Donor Advised FundMr. and Mrs. Kent C. Withers FundAnne Woodle Memorial FundBetsy Worden Memorial Arts FundCourtney and Kevin Zirkle Family Fund

OPERATING FUNDS

Operating funds provide an ongoing source of support for the operations of the Foundation. As of December 31, 2015, ETF held the following 3 funds totaling $2,436,592.

Fowler Operating Endowment FundOperating Fund

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Haslam Family FundJames A. Haslam III & Susan B. Haslam Donor Advised FundNatalie and Jim Haslam Charitable FundMr. and Mrs. William E. Haslam FundDr. Ray M. and Mrs. Christine G. Hayworth Charitable FundHealth, Education, and Wellness FundHenry's FundThomas R. and Patricia A. Hodge FundAudrine Honey Donor Advised FundHumphreys Barlow FundHundred Year FundJAZ Foundation for Community GivingJLC Family Donor Advised FundDavid and Jeanne Claire Jones Family FundSamuel and Katherine Jones Fund for YouthKBA Endowment for the Youth FundKelleher-Sohn Family FundImogene A. King FundKnoxville High School Alumni Association FundGrace Sharp Leech Donor Advised FundLeo Charitable FundLodge Donor Advised FundA. David Martin Endowment FundA. David Martin Charitable FundMartin Charitable FundA. C. Masingill, Jr. FundCheryl Massingale Donor Advised FundLynn Massingale FundMCC Donor Advised FundMorton Foundation FundMTHM FundMy Son Shines FundGlyn Ed and Lynda Newton Donor Advised FundScott M. Niswonger FundRandall Keith Nutt FundBen F. and Mary L. Oliver Donor Advised FundThomas and Susan Overton FundPackard FundDonald H. and Carol A. Parnell Charitable FundPferrer-Liles FundPostma Family Donor Advised FundTaylor and Paige Preston Family FundRichard B. and Jane M. Ray FundMr. and Mrs. Wayne Ritchie Family FundHarry B. Roberts Fund for EducationLouise H. Roberts Fund for ChildrenRichard H. Roberts FundJohn-David W. Roddy Family Fund

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Katherine Collins Roddy and J. P. Roddy, Sr. FundFielding and Joyce Rolston Foundation FundEmily and Morton Rose FundGreg and Susan Roth FundSampson Foundation FundPhilip H. Schrader Donor Advised FundAlan and Sally Sefton Donor Advised FundSelah FundEvelyn W. and Arthur G. Seymour FundSusie and Paul Siler FundEdward and Donna Spray FundStewardship FundHarry and Sarah Stowers Donor Advised FundSubstance Abuse Fund for EducationSummers Family FundSwain Family FundAleen “Ali” Swofford FundDr. Donald and Carole Tarr FundGordon and Nancy Thomas FundTreasure Family FundTweed FundTYG FundUster Technologies FundValentine-Hart Fund for Cocke CountyBlanche P. & Emmet P. Vaughn FundFloyd and Lois Vos Mission Foundation FundW. J. M. Family FundWALMAC FundDavid Paine Waters FLP FundJohn B. and Patsy Waters FundCharlotte S. Watson Charitable FundZachary Weisfeld Donor Advised FundWhite FundStephanie Whitener Love Heart FundKatherine R. Willis Family FundWilson Family Donor Advised FundMr. and Mrs. Kent C. Withers Donor Advised FundMr. and Mrs. Kent C. Withers FundAnne Woodle Memorial FundBetsy Worden Memorial Arts FundCourtney and Kevin Zirkle Family Fund

OPERATING FUNDS

Operating funds provide an ongoing source of support for the operations of the Foundation. As of December 31, 2015, ETF held the following 3 funds totaling $2,436,592.

Fowler Operating Endowment FundOperating Fund

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Unallocated Cash Reserves

CHARITABLE TRUSTS AND GIFT ANNUITIES

Charitable Remainder Trusts provide an income for the donor or a family member while providing an up-front tax deduction for the remainder that will be left to the Foundation. Charitable Lead Trusts provide payments to the Foundation for a period of years with the remainder going back to the donor or family members. Trusts are drawn up by donors' attorneys, but Foundation staff can assist in determining tax savings and the amount of income available to donors. As with other types of gifts, trust assets can establish any type of fund within the Foundation and can be used to benefit the causes that most touch the donor's heart.

The Foundation was trustee during 2015 for the following 6 charitable trusts, totaling $1,535,746.

Elyse Adamson Charitable Remainder UnitrustBeall Charitable TrustSamuel E. Beall, Jr. Charitable Lead UnitrustJohn M. Jones Charitable Remainder UnitrustRichard M. Licht Charitable Remainder UnitrustW. H. Swain Charitable Remainder Unitrust

SPECIAL PROJECT FUNDS

As of December 31, 2015, ETF held the following 5 special project funds totaling $73,113.

75th Suffrage Anniversary Coalition FundJames Agee Park FundClothesline of Quilts Across Appalachia Project FundHandmade in America Model Special ProjectMuseum of American Presidents Fund

12

Teresa Antle, Fundholder Relationship Associate........................................................................tantle@etf.orgSamantha Amick, Advancement Assistant.................................................................................samick@etf.orgSherri Alley, Vice President for Advancement............................................................................sdalley@etf.orgSusan Blair, Administrative Assistant.............................................................................................sblair@etf.orgKaren Davis, Public School Forum, Executive Assistant...............................kdavis@publicschoolforum.orgJan Elston, Director of Competitive Grant Programs.................................................................jelston@etf.orgDan Foltz-Gray, Coffey Memorial Scholarship Fund, CoordinatorBeth Heller, Scholarship & Program Officer...............................................................................bheller@etf.orgTrudy Hughes, Director of Regional Advancement.................................................................thughes@etf.orgJohn Johnson, Financial & Administrative Associate.............................................................jjohnson@etf.orgJeanette Kelleher, Director of Research & Policy Development............................................jkelleher@etf.orgJackie Lane, Vice President for Communications..........................................................................jlane@etf.orgMichael McClamroch, President & CEO.......................................................................mmcclamroch@etf.orgDeborah Phillips, Administrative Assistant.............................................................................dphillips@etf.orgCarolyn Schewenn, Executive Vice President & Secretary...................................................cschwenn@etf.orgPrecy Sturgeon, Financial & Administrative Officer............................................................psturgeon@etf.orgPatrick Wade, Pat Summitt Foundation, Director......................................................pwade@patsummitt.orgAdam Waller, Pat Summitt Foundation, Director for Community Relations.......awaller@patsummitt.orgAnna Whitener, Financial & Administrative Officer............................................................awhitener@etf.org

2015 East Tennessee Foundation Staff

Left to Right: Seated - Samantha Amick, Precy Sturgeon, Mike McClamroch, Carolyn Schwenn, AnnaWhitener, Jackie Lane Standing - Beth Heller, Deborah Phillips, John Johnson, Sherri Alley, Susan Blair,

Adam Waller, Jeanette Kelleher, Patrick Wade, Teresa Antle, Jan Elston, Trudy Hughes

Unallocated Cash Reserves

CHARITABLE TRUSTS AND GIFT ANNUITIES

Charitable Remainder Trusts provide an income for the donor or a family member while providing an up-front tax deduction for the remainder that will be left to the Foundation. Charitable Lead Trusts provide payments to the Foundation for a period of years with the remainder going back to the donor or family members. Trusts are drawn up by donors' attorneys, but Foundation staff can assist in determining tax savings and the amount of income available to donors. As with other types of gifts, trust assets can establish any type of fund within the Foundation and can be used to benefit the causes that most touch the donor's heart.

The Foundation was trustee during 2015 for the following 6 charitable trusts, totaling $1,535,746.

Elyse Adamson Charitable Remainder UnitrustBeall Charitable TrustSamuel E. Beall, Jr. Charitable Lead UnitrustJohn M. Jones Charitable Remainder UnitrustRichard M. Licht Charitable Remainder UnitrustW. H. Swain Charitable Remainder Unitrust

SPECIAL PROJECT FUNDS

As of December 31, 2015, ETF held the following 5 special project funds totaling $73,113.

75th Suffrage Anniversary Coalition FundJames Agee Park FundClothesline of Quilts Across Appalachia Project FundHandmade in America Model Special ProjectMuseum of American Presidents Fund

12

Teresa Antle, Fundholder Relationship Associate........................................................................tantle@etf.orgSamantha Amick, Advancement Assistant.................................................................................samick@etf.orgSherri Alley, Vice President for Advancement............................................................................sdalley@etf.orgSusan Blair, Administrative Assistant.............................................................................................sblair@etf.orgKaren Davis, Public School Forum, Executive Assistant...............................kdavis@publicschoolforum.orgJan Elston, Director of Competitive Grant Programs.................................................................jelston@etf.orgDan Foltz-Gray, Coffey Memorial Scholarship Fund, CoordinatorBeth Heller, Scholarship & Program Officer...............................................................................bheller@etf.orgTrudy Hughes, Director of Regional Advancement.................................................................thughes@etf.orgJohn Johnson, Financial & Administrative Associate.............................................................jjohnson@etf.orgJeanette Kelleher, Director of Research & Policy Development............................................jkelleher@etf.orgJackie Lane, Vice President for Communications..........................................................................jlane@etf.orgMichael McClamroch, President & CEO.......................................................................mmcclamroch@etf.orgDeborah Phillips, Administrative Assistant.............................................................................dphillips@etf.orgCarolyn Schewenn, Executive Vice President & Secretary...................................................cschwenn@etf.orgPrecy Sturgeon, Financial & Administrative Officer............................................................psturgeon@etf.orgPatrick Wade, Pat Summitt Foundation, Director......................................................pwade@patsummitt.orgAdam Waller, Pat Summitt Foundation, Director for Community Relations.......awaller@patsummitt.orgAnna Whitener, Financial & Administrative Officer............................................................awhitener@etf.org

2015 East Tennessee Foundation Staff

Left to Right: Seated - Samantha Amick, Precy Sturgeon, Mike McClamroch, Carolyn Schwenn, AnnaWhitener, Jackie Lane Standing - Beth Heller, Deborah Phillips, John Johnson, Sherri Alley, Susan Blair,

Adam Waller, Jeanette Kelleher, Patrick Wade, Teresa Antle, Jan Elston, Trudy Hughes

520 W. Summit Hill Drive, Suite 1101Knoxville, TN 37902

Toll-free: 877-524-1223Phone: 865-524-1223Fax: 865-637-6039Email: etf@etf.org

Thoughtful giving for stronger communities,

better lives