CAL TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CAL TURNER FAMILY FOUNDATION INC (EIN 26-2886973)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202423209349100942
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T12:28:47-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	621199757	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LBMC PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1869	AddressLine1Txt
City	BRENTWOOD	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	370241869	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262886973	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAL TURNER FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CALT	BusinessNameControlTxt
Phone	6158462048	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 11TH AVENUE SOUTH SUITE 500	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDY MILLER	PersonNm
Person Title	ASSISTANT SECRETARY	PersonTitleTxt
Phone	6158462048	PhoneNum
Signature	2024-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL GANSCHOW	PreparerPersonNm
PTIN	P01395484	PTIN
Phone	6153774600	PhoneNum
Preparation	2024-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$51,872,906	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$241	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$241	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,415,749	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,415,749	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,960,424	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,506,352	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,960,424	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$116,587	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$32,920	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$4,494,001	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,409,334	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$39,395	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$17,469	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$22,633	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$128,106	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$128,106	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$112,858	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$31,969	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$119	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$42	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$78	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$710,607	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$707,424	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$3,183	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$991,085	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$885,010	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$25,894	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,536,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,536,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,527,985	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$885,010	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,562,794	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$33,984	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,524,324	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$979,735	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,145,577	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,145,577	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$9,578	AcctRcvblAmt
Acct Rcvbl BOY	$4,446	AcctRcvblBOYAmt
Acct Rcvbl EOY	$9,578	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$9,578	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$12,426,624	CorporateStockBOYAmt
Corporate Stock EOY	$12,357,023	CorporateStockEOYAmt
Corporate Stock EOYFMV	$20,287,397	CorporateStockEOYFMVAmt
Other Investments BOY	$25,590,204	OtherInvestmentsBOYAmt
Other Investments EOY	$21,454,847	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$26,430,354	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$39,001,009	TotalAssetsBOYAmt
Total Assets EOY	$38,967,025	TotalAssetsEOYAmt
Total Assets EOYFMV	$51,872,906	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$39,001,009	RetainedEarningBOYAmt
Retained Earning EOY	$38,967,025	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$39,001,009	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$38,967,025	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$39,001,009	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$38,967,025	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$39,001,009	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$33,984	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$38,967,025	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$38,967,025	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt	AcquiredAcquiredDt	SoldSoldDt
FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP	P	$195,032	$195,032	$195,032
FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP	P	$291,087	$291,087	$291,087
FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP	P		-$25,160	-$25,160	$25,160
FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP	P	$12,793	$12,793	$12,793
FROM K1: TURSON, LP	P	$88,898	$88,898	$88,898
FROM K1: TURSON, LP	P	$2,278,009	$2,278,009	$2,278,009
FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP	P	$15,264	$15,264	$15,264
FROM K1: TURSON, LP	P		-$41	-$41	$41
FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP	P	$40	$40	$40
FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP	P	$61	$61	$61
FROM K1: TURSON, LP	P	$18,205	$18,205	$18,205
FROM K1: TURSON, LP	P	$27,310	$27,310	$27,310
FROM K1: TD REAL ESTATE, LP	P	$42,796	$42,796	$42,796
BOFA FINANCE LLC 3Y U.S. EQUIT CONTINGENT COUPON CALLABLE YIELD NOTE	P	$250,000	$0	$0	$250,000	2022-09-23	2023-03-28
FIRST TRUST RAYMOND JAMES STRA PORT #1 TERM 11/20/2023 REINV SEMI-ANNUAL	P	$478	$10	$10	$468	2023-06-26	2023-11-22
FIRST TRUST RAYMOND JAMES STRA PORT #1 TERM 11/20/2023 REINV SEMI-ANNUAL	P	$285,843	$15,584	$15,584	$270,259	2022-11-15	2023-11-22
RAYMOND JAMES - CAPITAL GAIN DISTRIBUTION	P	$536	$536	$536

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,960,424	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$48,988	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$48,988	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$48,988	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$88,361	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$5,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$93,361	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$44,373	OverpaymentAmt
Applied To ES Tax	$44,373	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	THECALTURNERFAMILYFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	KELLI STOCKTON	IndividualWithBooksNm
Phone	6158462039	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 11TH AVENUE SOUTH SUITE 500	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
H CALISTER TURNER JR
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	PRESIDENT/MEMBER	1.00	$0	$0	$0
HURLEY C TURNER III
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	TREASURER/MEMBER	1.00	$0	$0	$0
ALEX TURNER
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	SECRETARY/DIRECTOR	1.00	$0	$0	$0
HURLEY C TURNER IV
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	DIRECTOR	1.00	$0	$0	$0
WILL TURNER
333 11TH AVENUE SOUTH SUITE 500	NASVILLE	TN	37203	DIRECTOR	1.00	$0	$0	$0
BRAD WINSTEAD
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	ASSISTANT SECRETARY	1.00	$0	$0	$0
WILLIAM ALDERSON
333 11TH AVENUE SOUTH SUITE 500	NASHVILLE	TN	37203	ASSISTANT SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FAMILY OFFICE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 11TH AVENUE SOUTH SUITE 500	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVEST./PROF. FEES	ServiceTypeTxt
Compensation	$34,820	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$46,768,023	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,708,352	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$49,476,375	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$49,476,375	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$742,146	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$48,734,229	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,436,711	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,436,711	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$48,988	TaxBasedOnInvestmentIncomeAmt
Income Tax	$17,360	IncomeTaxAmt
Total Tax	$66,348	TotalTaxAmt
Distributable Before Adj	$2,370,363	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,370,363	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,370,363	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,562,794	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,562,794	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,370,363	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,429,562	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$5,813,943	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,834,980	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,520,555	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,757,328	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$14,356,368	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,562,794	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,370,363	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,192,431	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$15,548,799	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$3,429,562	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$12,119,237	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,813,943	ExcessFromYear4Amt
Excess From Year3	$1,834,980	ExcessFromYear3Amt
Excess From Year2	$1,520,555	ExcessFromYear2Amt
Excess From Year1	$1,757,328	ExcessFromYear1Amt
Excess From Current Year	$1,192,431	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	H CALISTER TURNER JR	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	KELLI STOCKTON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 11TH AVENUE SOUTH SUITE 500	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6158462039	RecipientPhoneNum
Form And Info And Materials	APPLICATION FORM PROVIDED BY THE FOUNDATION. INCLUDE: DOCUMENTATION OF TAX EXEMPT STATUS, LIST OF OFFICERS & DIRECTORS, MOST RECENT AUDITED FINANCIAL STATEMENT, INTERNAL FINANCIAL STATEMENTS & OPERATING BUDGET, PROJECTED BUDGET.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NO GRANTS FOR: INDIVIDUALS, LOANS, TRAVEL OR SEMINARS, GOVERNMENT AGENCIES, POLITICAL PURPOSES, DINNER EVENTS, OTHER PRIVATE FOUNDATIONS, TELETHONS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BAREFOOT REPUBLIC CAMP
8824 BROWNSFORD ROAD	FOUNTAIN RUN	KY	42133	NONE	PUBLIC	2023 FRA TURNER FELLOWS	$7,200
BETHLEHEM CENTERS OF NASHVILLE
1417 CHARLOTTE AVENUE	NASHVILLE	TN	37203	NONE	PUBLIC	2023 FRA TURNER FELLOW	$2,400
FANNIE BATTLE DAY HOME FOR CHILDREN
108 CHAPEL AVENUE	NASHVILLE	TN	37206	NONE	PUBLIC	2023 FRA TURNER FELLOW	$2,400
FIRST STEPS INC
1900 GRAYBAR LANE	NASHVILLE	TN	37215	NONE	SCHOOL	2023 FRA TURNER FELLOW	$2,400
FRANKLIN ROAD ACADEMY
4700 FRANKLIN ROAD	NASHVILLE	TN	37220	NONE	SCHOOL	2023 TURNER FELLOW	$78,800
FROM THE HEART PRODUCTIONS INC
1455 MANDALAY BEACH ROAD	OXNARD	CA	930352842	NONE	PUBLIC	FROM THE HEART PRODUCTION	$100,000
FROM THE HEART PRODUCTIONS INC
1455 MANDALAY BEACH ROAD	OXNARD	CA	930352842	NONE	PUBLIC	FROM THE HEART PRODUCTION	$100,000
PRESTON TAYLOR MINISTRIES
PO BOX 90442	NASHVILLE	TN	37209	NONE	PUBLIC	2023 FRA TURNER FELLOWS	$4,800
REFUGE CENTER FOR COUNSELING INC
103 FORREST CROSSING BLVD SUITE 102	FRANKLIN	TN	37064	NONE	PUBLIC	SPEER FOUNDATION CHALLENGE GRANT	$9,300
SHOWER THE PEOPLE
6100 CENTENNIAL BOULEVARD	NASHVILLE	TN	37209	NONE	PUBLIC	2023 FRA TURNER FELLOW	$2,400
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	DOWN PAYMENT ASSISTANCE	$100,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	DOWN PAYMENT ASSISTANCE	$40,000
VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC
3322 WEST END AVE SUITE 900	NASHVILLE	TN	37203	NONE	PUBLIC	PEDIATRIC REHAB PROJECT	$1,000,000
VU - VANDERBILT UNIVERSITY
205 KIRKLAND HALL	NASHVILLE	TN	37240	NONE	SCHOOL	TURNER FAMILY CENTER FOR SOCIAL VENTURES	$250,000
WEST NASHVILLE DREAM CENTER
PO BOX 92456	NASHVILLE	TN	37209	NONE	PUBLIC	2023 FRA TURNER FELLOWS	$7,200
WILLIAMSON MEDICAL CENTER FOUNDATION INC
4321 CAROTHERS PARKWAY	FRANKLIN	TN	37067	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS	$1,000,000
YMCA OF MIDDLE TENNESSEE
1000 CHURCH STREET	NASHVILLE	TN	372033420	NONE	PUBLIC	CAPITAL SUPPORT FOR THE MARGARET BURNETT TURNER CENTER	$830,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,536,900	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BAREFOOT REPUBLIC CAMP
8824 BROWNSFORD ROAD	FOUNTAIN RUN	KY	42133	NONE	PUBLIC	FRA TURNER FELLOWS	$5,760
BETHLEHEM CENTERS OF NASHVILLE
1417 CHARLOTTE AVENUE	NASHVILLE	TN	37203	NONE	PUBLIC	FRA TURNER FELLOWS	$2,880
BRENTWOOD UNITED METHODIST CHURCH (BUMC)
309 FRANKLIN ROAD	BRENTWOOD	TN	37027	NONE	PUBLIC	CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN	$500,000
BRENTWOOD UNITED METHODIST CHURCH (BUMC)
309 FRANKLIN ROAD	BRENTWOOD	TN	37027	NONE	PUBLIC	CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN	$1,000,000
BRENTWOOD UNITED METHODIST CHURCH (BUMC)
309 FRANKLIN ROAD	BRENTWOOD	TN	37027	NONE	PUBLIC	CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN	$1,000,000
BRENTWOOD UNITED METHODIST CHURCH (BUMC)
309 FRANKLIN ROAD	BRENTWOOD	TN	37027	NONE	PUBLIC	CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN	$500,000
DREAM STREETS
PO BOX 92456	NASHVILLE	TN	37209	NONE	PUBLIC	FRA TURNER FELLOWS	$5,760
FANNIE BATTLE DAY HOME FOR CHILDREN
108 CHAPEL AVENUE	NASHVILLE	TN	37206	NONE	PUBLIC	FRA TURNER FELLOWS	$2,880
FIRST STEPS INC
1900 GRAYBAR LANE	NASHVILLE	TN	37215	NONE	PUBLIC	FRA TURNER FELLOWS	$2,880
FRANKLIN ROAD ACADEMY
4700 FRANKLIN ROAD	NASHVILLE	TN	37220	NONE	SCHOOL	CAPITAL CAMPAIGN	$500,000
FRANKLIN ROAD ACADEMY
4700 FRANKLIN ROAD	NASHVILLE	TN	37220	NONE	SCHOOL	FRA TURNER FELLOWS 2024-25	$94,560
FRIENDS OF THE SHRINE OF ST NICHOLAS
375 BEVERLY PLACE	MAHWAH	NJ	07430	NONE	PUBLIC	FRA TURNER FELLOWS	$500,000
FROM THE HEART PRODUCTIONS INC
1455 MANDALAY BEACH ROAD	OXNARD	CA	930352842	NONE	PUBLIC	DOCUMENTARY PROJECT	$250,000
FROM THE HEART PRODUCTIONS INC
1455 MANDALAY BEACH ROAD	OXNARD	CA	930352842	NONE	PUBLIC	FROM THE HEART DOCUMENTARY INSTALLMENT	$350,000
JUDGE DINKINS EDUCATIONAL CENTER
PO BOX 280284	NASHVILLE	TN	37228	NONE	SCHOOL	2023 FRA TURNER FELLOWS	$50,000
LEGACY MISSION VILLAGE
5123 NOLENSVILLE PIKE	NASHVILLE	TN	37211	NONE	PUBLIC	FRA TURNER FELLOWS	$5,760
PRESTON TAYLOR MINISTRIES
PO BOX 90442	NASHVILLE	TN	37209	NONE	PUBLIC	FRA TURNER FELLOWS	$5,760
REFUGE CENTER FOR COUNSELING INC
103 FORREST CROSSING BLVD SUITE 102	FRANKLIN	TN	37064	NONE	PUBLIC	BUILDING REFUGE	$250,000
SECOND CHANCE K9 SERVICE DOGS
1960 MADISON STREET SUITE J 187	CLARKSVILLE	TN	37043	NONE	PUBLIC	SECOND CHANCE K9 SERVICE DOGS	$60,000
SHOWER THE PEOPLE
6100 CENTENNIAL BOULEVARD	NASHVILLE	TN	37209	NONE	PUBLIC	FRA TURNER FELLOWS	$2,880
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$100,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$100,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$100,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$100,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$4,000,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$250,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$250,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$250,000
ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH
4602 INDIANA AVENUE	NASHVILLE	TN	37209	NONE	PUBLIC	CAPITAL SUPPORT FOR NEW BUILDING	$250,000
THE RED ROAD
PO BOX 1565	FRANKLIN	TN	37065	NONE	PUBLIC	GENERAL OPERATING SUPPORT	$25,000
VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC
3322 WEST END AVE SUITE 900	NASHVILLE	TN	37203	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL	$1,000,000
VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC
3322 WEST END AVE SUITE 900	NASHVILLE	TN	37203	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL	$1,000,000
VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC
3322 WEST END AVE SUITE 900	NASHVILLE	TN	37203	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL	$1,000,000
VETERAN TICKETS FOUNDATION
1255 W RIO SALADO PKWY SUITE 209	TEMPE	AZ	85281	NONE	PUBLIC	VETERAN SPONSORED TICKETS FOR NASHVILLE KATS GAMES	$25,000
WILLIAMSON MEDICAL CENTER FOUNDATION INC
4321 CAROTHERS PARKWAY	FRANKLIN	TN	37067	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS	$1,000,000
WILLIAMSON MEDICAL CENTER FOUNDATION INC
4321 CAROTHERS PARKWAY	FRANKLIN	TN	37067	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS	$1,000,000
WILLIAMSON MEDICAL CENTER FOUNDATION INC
4321 CAROTHERS PARKWAY	FRANKLIN	TN	37067	NONE	PUBLIC	CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS	$1,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$16,539,120	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$241	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,415,749	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$57,025	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,960,424	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
7/6 INVESTMENT PARTNERSHIP, LP	211100	$15,863	14	-$37,775
TD REAL ESTATE, LP	531120	$65,088	14	-$17,385
TURSON, LP	211100	$2,716	14	$31,055

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$83,667	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,409,334	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,493,001	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$39,395	Amt
Net Investment Income	$17,469	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$22,633	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
RAYMOND JAMES	$12,248,268	$18,707,221
NORTHERN TRUST	$108,755	$1,580,176

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
TURSON, LP	AT COST	$9,232,142	$13,494,000
7/6 INVESTMENT PARTNERSHIP	AT COST	$10,262,671	$10,158,000
HCTS CASH MANAGEMENT PARTNERSHIP	AT COST	$7	$21,354
TD REAL ESTATE LP	AT COST	$1,960,027	$2,757,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & MEMBERSHIPS	$268	$0	$268
OFFICE SUPPLIES	$2,830	$0	$2,830
FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE	$83	$0	$83
FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP	$513,298	$513,298	$0
FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP	$3,316	$3,316	$0
FROM K-1: TD REAL ESTATE, LP	$43,383	$43,383	$0
FROM K-1: TURSON, LP	$147,427	$147,427	$0
FROM K-1: TURSON, LP - CHARITABLE	$2	$0	$2

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
MISC. REVENUE	$2,400	$2,400	$2,400
RAYMOND JAMES - OTHER INCOME	$54,625	$54,625	$54,625
7/6 INVESTMENT PARTNERSHIP, LP	-$21,912	-$37,775	$0
TD REAL ESTATE, LP	$47,703	-$17,385	$0
TURSON, LP	$33,771	$31,055	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$128,106	Amt
Net Investment Income	$128,106	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID	$31,969	$31,969	$0
FEDERAL INCOME TAX	$80,848	$0	$0
STATE TAX	$41	$0	$0

CAL TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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