Uw James P Roberts 2 Test

189 3031620

Chattanooga, TN
EIN: 62-6132485

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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 Dec.
2024

Revenue

$24,194

Expenses

$24,358

Net Income

-$164

Net Assets

$321,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,366	55.2%
Sales of Assets	$10,717	44.3%
Other Income	$111	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,626	84.7%
Compensation of Officers*	$6,989	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$321,663
Total Liabilities	$0
Net Assets	$321,663

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$6,989	$0

990-PF

Filed on May 1, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$10,567

Expenses

$23,845

Net Income

-$13,278

Net Assets

$325,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,882	> 100%
Sales of Assets	-$1,380
Other Income	$65	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,350	85.3%
Compensation of Officers*	$6,368	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,547
Total Liabilities	$0
Net Assets	$325,547

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$6,368	$0

990-PF

Filed on May 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$20,399

Expenses

$26,481

Net Income

-$6,082

Net Assets

$335,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,443	46.3%
Sales of Assets	$10,625	52.1%
Other Income	$331	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,754	85.9%
Compensation of Officers*	$6,591	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,271
Total Liabilities	$0
Net Assets	$335,271

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$6,591	$0

990-PF

Filed on May 12, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$25,457

Expenses

$22,694

Net Income

$2,763

Net Assets

$341,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,889	34.9%
Sales of Assets	$16,568	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,047	79.5%
Compensation of Officers*	$7,201	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,938
Total Liabilities	$0
Net Assets	$341,938

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$7,201	$0

990-PF

Filed on May 5, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$47,876

Expenses

$62,715

Net Income

-$14,839

Net Assets

$339,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,319	19.5%
Sales of Assets	$38,557	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,919	93.9%
Compensation of Officers*	$6,807	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,364
Total Liabilities	$1
Net Assets	$339,363

Compensation

Key Employees and Officers	Compensation	Other
First Horizon Bank (Trustee)	$6,807	$0

990-PF

Filed on May 11, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$22,864

Expenses

$8,538

Net Income

$14,326

Net Assets

$344,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,449	50.1%
Sales of Assets	$10,547	46.1%
Other Income	$868	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,253	38.1%
Compensation of Officers*	$6,505	76.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$344,033
Total Liabilities	$0
Net Assets	$344,033

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$6,505	$0

990-PF

Filed on May 23, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$22,662

Expenses

$27,375

Net Income

-$4,713

Net Assets

$349,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,541	50.9%
Sales of Assets	$10,643	47.0%
Other Income	$478	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,337	74.3%
Compensation of Officers*	$5,845	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,440
Total Liabilities	$0
Net Assets	$349,440

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$5,845	$0

990-PF

Filed on May 17, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$10,375

Expenses

$24,721

Net Income

-$14,346

Net Assets

$354,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,639	> 100%
Sales of Assets	-$1,264
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,663	79.5%
Compensation of Officers*	$5,703	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,239
Total Liabilities	$0
Net Assets	$354,239

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$5,703	$0

990-PF

Filed on May 22, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$26,698

Expenses

$17,856

Net Income

$8,842

Net Assets

$368,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,081	45.3%
Sales of Assets	$14,617	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,376	74.9%
Compensation of Officers*	$5,759	32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,468
Total Liabilities	$0
Net Assets	$368,468

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$5,759	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$20,032

Expenses

$7,047

Net Income

$12,985

Net Assets

$359,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,419	62.0%
Sales of Assets	$7,613	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,387	48.1%
Compensation of Officers*	$6,773	96.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,668
Total Liabilities	$0
Net Assets	$359,668

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank (Trustee)	$6,773	$0

990-PF

Filed on May 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$25,262

Expenses

$24,351

Net Income

$911

Net Assets

$346,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,007	43.6%
Sales of Assets	$13,907	55.1%
Other Income	$348	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,150	86.9%
Compensation of Officers*	$6,300	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$346,827
Total Liabilities	$0
Net Assets	$346,827

Compensation

Key Employees and Officers	Compensation	Other
First Tennessee Bank Na (Trustee)	$6,300	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$16,051

Expenses

$24,633

Net Income

-$8,582

Net Assets

$345,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,710	60.5%
Sales of Assets	$6,341	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,963	81.0%
Compensation of Officers*	$6,927	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$345,760
Total Liabilities	$1
Net Assets	$345,759

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,952

Expenses

$25,437

Net Income

$12,515

Net Assets

$354,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,132	26.7%
Sales of Assets	$27,808	73.3%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,345	72.1%
Compensation of Officers*	$6,075	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,221
Total Liabilities	$1
Net Assets	$354,220

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.

Which Organizations Are Here?

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.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Uw James P Roberts 2 Test

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001