BRISTOL, TN
The Bill Gatton Foundation
Quick Facts
- EIN
- 621266284
- Location
- BRISTOL, TN
- Category
- General
- Total Assets
- $930.7M
- Annual Income
- $328.6M
- IRS Ruling Year
- 1987
About This Foundation
The Bill Gatton Foundation is a private foundation based in BRISTOL, TN. The foundation received its IRS ruling in 1987. It holds total assets of $930.7M. Annual income is reported at $328.6M.
View 990 FilingsFinancial Overview
Total Giving
$11M
2023-0%
Total Assets
$876.4M
2023+408%
Fair Market Value
$901.8M
2023
Net Worth
$876.4M
2023
Grants Paid
$9M
2023
Contributions
$688.1M
2023
Net Investment Income
$19.3M
2023
Distribution Amount
$33.1M
2023
Total Giving by Year
$1.5M
11$2.6M
12$2.7M
13$4M
14$3.7M
15$5.9M
18$7.5M
19$7.7M
20$11.2M
21$11M
22$11M
23Asset Growth
$47.2M
11$45.9M
12$48.1M
13$53.5M
14$57.9M
15$73M
18$96.1M
19$95.6M
20$172.2M
21$172.4M
22$876.4M
23Investment Portfolio (2023)
Total: $810.7M
Corporate Stock: $729.1M
Government Obligations: $81.5M
Other Investments: $1.1M
Cash: $2M
Corporate Stock (90%)
Government Obligations (10%)
Other Investments (0%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$9M
Officer Compensation$562K
Accounting Fees$13K
Legal Fees$10K
Revenue Sources (2023)
- Contributions
- $688.1M
- Dividends
- $20.7M
- Other Income
- $40K
- Interest
- $2K
- Capital Gains (Net)
- $-44,617,512
Financial Details (2023)
- Total Revenue
- $664.2M
- Total Expenses
- $11M
- Exempt Purpose Expenses
- $9.6M
- Required Distribution
- $33.1M
- Undistributed Income
- $22.9M
- Total Liabilities
- $1
- Excise Tax
- $268K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-11 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-11 | 990PF | View Filing |
| 2020-11 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica