Robert Lee Weiss Foundation First Tn Bank Plaza Tower

Knoxville, TN
Tax-exempt since June 1986
EIN: 62-1261218

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$366k (2025)

Expenses

$201k (2025)

Total Assets

$2.81M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$366,434

Expenses

$200,731

Net Income

$165,703

Net Assets

$2,806,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,708	27.8%
Sales of Assets	$264,726	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,277	87.8%
Compensation of Officers*	$33,554	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,806,920
Total Liabilities	$0
Net Assets	$2,806,920

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$33,554	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$195,828

Expenses

$323,951

Net Income

-$128,123

Net Assets

$2,481,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,482	48.8%
Sales of Assets	$100,346	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,096	94.8%
Compensation of Officers*	$29,591	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,481,649
Total Liabilities	$0
Net Assets	$2,481,649

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$29,591	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Sept. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2023

Revenue

$107,549

Expenses

$177,077

Net Income

-$69,528

Net Assets

$2,610,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,863	82.6%
Sales of Assets	$17,489	16.3%
Other Income	$1,197	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,329	89.4%
Compensation of Officers*	$29,657	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,610,649
Total Liabilities	$0
Net Assets	$2,610,649

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$29,657	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$236,457

Expenses

$184,737

Net Income

$51,720

Net Assets

$2,681,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,218	34.3%
Sales of Assets	$155,239	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,801	89.7%
Compensation of Officers*	$31,602	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,681,110
Total Liabilities	$0
Net Assets	$2,681,110

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$31,602	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$130,052

Expenses

$184,721

Net Income

-$54,669

Net Assets

$2,632,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,269	55.6%
Sales of Assets	$57,783	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,878	89.8%
Compensation of Officers*	$31,757	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,632,536
Total Liabilities	$1
Net Assets	$2,632,535

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$31,757	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$241,518

Expenses

$183,377

Net Income

$58,141

Net Assets

$2,689,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,630	35.9%
Sales of Assets	$154,888	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,349	90.2%
Compensation of Officers*	$30,698	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,689,145
Total Liabilities	$1
Net Assets	$2,689,144

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$30,698	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$168,349

Expenses

$36,835

Net Income

$131,514

Net Assets

$2,630,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,368	56.6%
Sales of Assets	$72,981	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,886	43.1%
Compensation of Officers*	$31,771	86.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,630,329
Total Liabilities	$0
Net Assets	$2,630,329

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$31,771	$0
Mrs Mary Ellen Roddy Mitchell (Manager)	$0	$0
Mark Rosser (Manager)	$0	$0
Bruce Bryant Executive Vice Presid (Manager)	$0	$0

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990-PF

Filed on Oct. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$203,515

Expenses

$189,061

Net Income

$14,454

Net Assets

$2,636,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,416	44.9%
Sales of Assets	$112,099	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,697	84.5%
Compensation of Officers*	$32,323	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,636,617
Total Liabilities	$0
Net Assets	$2,636,617

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$323,065

Expenses

$177,968

Net Income

$145,097

Net Assets

$2,621,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,729	28.1%
Sales of Assets	$232,336	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,197	90.0%
Compensation of Officers*	$30,395	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,621,992
Total Liabilities	$0
Net Assets	$2,621,992

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$229,680

Expenses

$171,462

Net Income

$58,218

Net Assets

$2,477,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83,101	36.2%
Dividends	$0
Sales of Assets	$146,579	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,305	90.6%
Compensation of Officers*	$28,611	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,477,994
Total Liabilities	$0
Net Assets	$2,477,994

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$110,384

Expenses

$162,874

Net Income

-$52,490

Net Assets

$2,419,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,321	74.6%
Sales of Assets	$28,063	25.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,773	90.1%
Compensation of Officers*	$25,545	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,419,851
Total Liabilities	$0
Net Assets	$2,419,851

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$224,461

Expenses

$156,204

Net Income

$68,257

Net Assets

$2,473,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,052	30.3%
Sales of Assets	$156,409	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,084	91.0%
Compensation of Officers*	$26,168	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,473,707
Total Liabilities	$0
Net Assets	$2,473,707

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated March 23, 2026

Robert Lee Weiss Foundation First Tn Bank Plaza Tower

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $366k (2025)

Expenses $201k (2025)

Total Assets $2.81M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Revenue

$366k (2025)

Expenses

$201k (2025)

Total Assets

$2.81M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002