DUGAS FAMILY FOUNDATION II INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DUGAS FAMILY FOUNDATION II INC (EIN 46-1031688)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349104655
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:18:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461031688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGAS FAMILY FOUNDATION II INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUGA | 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 | DARRELL MASSENGALE | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 6158462048 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARRELL | PersonFirstNm |
| Person Last | MASSENGALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANSCHOW | PreparerPersonNm |
| PTIN | P01395484 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,838,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $388,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $388,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,735 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$91,945 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$150,131 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $439,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,572 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $731 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $598 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,966 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,012 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,954 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,518 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $86 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $105 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $237,427 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,374 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,390,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,390,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,678,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,435,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,238,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $717,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,074 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,684 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,735 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,684 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,684 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $13,998,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,246,845 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,567,913 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,731,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,517,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,838,671 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,563 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,563 | 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 | $14,731,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,493,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,731,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,493,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,731,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,517,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,731,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,238,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,493,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,493,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $25,566 | $25,566 | $25,566 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $5,802 | $5,802 | $5,802 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$6,733 | -$6,733 | $6,733 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$1,330 | -$1,330 | $1,330 | |
| FROM K-1: TD REAL ESTATE, LP | P | $487 | $487 | $487 | |
| FROM K-1: TURSON, LP | P | -$315,240 | -$315,240 | $315,240 | |
| FROM K-1: TURSON, LP | P | $320,684 | $320,684 | $320,684 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$234 | -$234 | $234 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $16,074 | $16,074 | $16,074 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $24,112 | $24,112 | $24,112 | |
| FROM K-1: TD REAL ESTATE, LP | P | $80,355 | $80,355 | $80,355 | |
| FROM K-1: TURSON, LP | P | -$91 | -$91 | $91 | |
| FROM K-1: TURSON, LP | P | -$2,687 | -$2,687 | $2,687 | |
| FROM K-1: TURSON, LP | P | -$4,030 | -$4,030 | $4,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$283,020 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,127 | OverpaymentAmt |
| Applied To ES Tax | $10,127 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RACHEL CRENSHAW | IndividualWithBooksNm |
| Phone | 6158462053 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BRITTNIE DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | VICE PRESIDENT/DIRECTOR/MEMBER | 1.00 | $5,000 | $0 | $0 |
| CHRISTIAN DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | TREASURER/DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| RACHEL CRENSHAW | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ORR | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | SECRETARY/DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| PAMELA L DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | PRESIDENT/DIRECTOR/MEMBER | 1.00 | $5,000 | $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 | $50,825 | 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 | $11,765,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,550,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,550,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,362,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,193 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,008 | IncomeTaxAmt |
| Total Tax | $13,201 | TotalTaxAmt |
| Distributable Before Adj | $604,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $604,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $604,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,435,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,435,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $431,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,058,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $741,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $491,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,269 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,033,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,435,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $604,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $830,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,863,322 | 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 | $431,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,431,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,058,227 | ExcessFromYear4Amt |
| Excess From Year3 | $741,281 | ExcessFromYear3Amt |
| Excess From Year2 | $491,866 | ExcessFromYear2Amt |
| Excess From Year1 | $310,269 | ExcessFromYear1Amt |
| Excess From Current Year | $830,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM ORR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RACHEL CRENSHAW | 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 | 6158462053 | 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 STATEMENTS, INTERNAL FINANCIAL STATEMENTS, OPERATING BUDGET, AND PROJECTED BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS FOR: INDIVIDUALS, LOANS, TRAVEL OR SEMINARS, POLITICAL PURPOSES, DINNER EVENTS, OTHER PRIVATE FOUNDATIONS, TELETHONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABLE YOUTH | |||||||
| 2000 MALLORY LANE SUITE 130-542 | FRANKLIN | TN | 37067 | NONE | PUBLIC | PROGRAM SUPPORT FOR BASKETBALL AND CHEERLEADING PROGRAM | $15,000 |
| BRIDGES FOR THE DEAF AND HARD OF HEARING | |||||||
| 935 EDGEHILL AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | PROGRAM SUPPORT TO EMPOWER THE DEAF, HARD OF HEARING, AND DEAF-BLIND IN MIDDLE TENNESSEE | $25,000 |
| BRIGHTSTONE | |||||||
| PO BOX 682966 | FRANKLIN | TN | 37068 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| FAITH FAMILY MEDICAL CLINIC | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| GRACEWORKS MINISTRIES INC | |||||||
| 104 SOUTHEAST PARKWAY | FRANKLIN | TN | 37064 | NONE | PUBLIC | SUPPORT TO ASSIST WITH FOOD, RENT, AND UTILITIES | $15,000 |
| HIGH HOPES INC | |||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | PUBLIC | PROGRAM SUPPORT OVER 2 YEARS (2021-2022) FOR BEHAVIORAL THERAPY PROGRAM | $98,150 |
| INSIGHT COUNSELING CENTERS | |||||||
| PO BOX 50242 | NASHVILLE | TN | 37205 | NONE | PUBLIC | SUPPORT FOR INCOME-BASED HIGH QUALITY COUNSELING FOR LOW-INCOME INDIVIDUALS, COUPLES, AND FAMILIES | $40,000 |
| NASHVILLE CHILDREN'S ALLIANCE INC | |||||||
| 610 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| NASHVILLE DOLPHINS | |||||||
| 95 WHITE BRIDGE ROAD SUITE 209 | NASHVILLE | TN | 37205 | NONE | PUBLIC | GENERAL OPERATING AND PROGRAM SUPPORT | $2,000 |
| OUR WISH | |||||||
| 933 BLUFF DRIVE | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TOYS FOR CHILDREN IN THE HOSPITAL | $5,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHEATHAM COUNTY SCHOOLS FOOD PANTRIES AND BACKPACK PROGRAM | $70,000 |
| SEXUAL ASSAULT CENTER | |||||||
| 101 FRENCH LANDING DRIVE | NASHVILLE | TN | 37228 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 |
| STARS NASHVILLE | |||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | SCHOOL-BASED, MENTAL & BEHAVIORAL HEALTH COUNSELING SERVICES FOR CHEATHAM COUNTY SCHOOLS | $65,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | SUPPORT OVER 2 YEARS (2022-2023) FOR TN CLEAN INITIATIVE | $20,000 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| VANDERBUILT UNIVERSITY MEDICAL CENTER - VUMC | |||||||
| 3322 WEST END AVE SUIT 900 | NASHVILLE | TN | 37203 | NONE | PUBLIC | CAPITAL SUPPORT (OVER 2 YEARS) FOR A PEDIATRIC REHABILITATION INPATIENT UNIT AND GYM ON THE CHILDREN'S HOSPITAL CAMPUS | $250,000 |
| UPRISE NASVILLE | |||||||
| 235 WHITE BRIDGE PIKE | NASHVILLE | TN | 37209 | NONE | PUBLIC | MEMORIAL GIFT - KELLEY ANDERSON | $20,000 |
| WILLIAMSON MEDICAL CENTER FOUNDATION INC | |||||||
| 4321 CAROTHERS PARKWAY | FRANKLIN | TN | 37067 | NONE | PUBLIC | CAPITAL SUPPORT IN HONOR OF LAURA AND WAYEN DUGAS | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,390,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHIE'S PROMISE | |||||||
| 4321 WOODBUSY PIKE | MURFREESBORO | TN | 37130 | NONE | PUBLIC | HYGIENE VENDING MACHINES | $10,000 |
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVENUE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | PUBLIC | SUPPORT FOR RUNNING/SPORTS PROSTHESIS FOR LOWER LEG AMPUTEES | $16,500 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| HOPE STATION INC | |||||||
| PO BOX 1153 | LA VERGUE | TN | 37086 | NONE | PUBLIC | LEGACY PROGRAM | $12,000 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PUBLIC | VOLUNTEER PROGRAM SUPPORT / RED BARN RENOVATION / ANNUAL FUND CHALLENGE MATCH / EAL PROGRAM EXPANSION | $20,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | SUPPORT OVER 2 YEARS (2022-2023) FOR TN CLEAN INITIATIVE | $20,000 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE CITY OF FREDERICK | |||||||
| 101 N COURT STREET | FREDERICK | MD | 21701 | NONE | PUBLIC | ABILITIES UNLIMITED SPORTS CHAIRS | $13,000 |
| STARS NASHVILLE | |||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | SCHOOL-BASED, MENTAL & BEHAVIORAL HEALTH COUNSELING SERVICES FOR CHEATHAM COUNTY SCHOOLS | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $456,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $388,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,735 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | 211100 | $33,289 | 14 | $23,014 |
| TD REAL ESTATE, LP | $24,891 | 14 | -$191,706 | |
| TURSON, LP | 211100 | $0 | 14 | $18,567 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58,180 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,758 | 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 | $54,966 | Amt |
| Net Investment Income | $27,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,954 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $0 | $1,506 |
| TURSON, LP | AT COST | $7,691,498 | $6,862,000 |
| 7/6 INVESTMENT PARTNERSHIP, LP | AT COST | $4,500,332 | $3,142,000 |
| TD REAL ESTATE, LP | AT COST | $916,015 | $1,423,407 |
| DUCK SCULPTURES AND CABINET | AT COST | $139,000 | $139,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,330 | LegalFeesAmt |
| Net Investment Income | $731 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $598 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $2,580 | $0 | $0 | $2,580 |
| FOOD & BEVERAGE | $27 | $12 | $0 | $15 |
| SEMINARS, BOOKS, EDUCATION | $675 | $304 | $0 | $371 |
| OFFICE SUPPLIES | $2,352 | $1,059 | $0 | $1,294 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $9 | $0 | $0 | $9 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $152,977 | $152,977 | $0 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $548 | $548 | $0 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $10,102 | $10,102 | $0 | $0 |
| FROM K-1: TURSON, LP | $71,523 | $71,523 | $0 | $0 |
| MISCELLANEOUS | $2,004 | $902 | $0 | $1,102 |
| FROM K-1: TURSON, LP - CHARITABLE | $3 | $0 | $0 | $3 |
| FEDERAL TAXES | -$52,463 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $56,303 | $23,008 | $0 |
| TD REAL ESTATE, LP | -$166,815 | -$191,706 | $0 |
| TURSON, LP | $18,567 | $18,567 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HCTS CASH MANAGEMENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $24,563 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $20,518 | $20,518 | $0 | $0 |
| STATE TAXES | $21 | $0 | $0 | $0 |
Comments