2023-11-14T15:18:59-06:00 2022-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990PF 2022-01-01 461031688 DUGAS FAMILY FOUNDATION II INC DUGA 6158462048 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 DARRELL MASSENGALE ASSISTANT SECRETARY 6158462048 2023-11-14 1 DARRELL MASSENGALE 999009999 1 MICHAEL GANSCHOW P01395484 6153774600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 11838671 X X 388968 388968 142735 473080 142735 -91945 -150131 0 439758 381572 0 20000 9000 0 11000 1330 731 0 598 54966 27012 0 27954 1000 1000 0 0 20539 20518 0 0 190 86 0 105 190337 237427 0 5374 288362 295774 0 45031 1390150 1390150 1678512 295774 0 1435181 -1238754 85798 0 717036 269074 269074 1684 16735 1684 1684 13998023 13246845 11567913 14731794 13517603 11838671 0 24563 0 24563 X 0 0 0 0 14731794 13493040 14731794 13493040 14731794 13517603 14731794 -1238754 0 13493040 0 13493040 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP P 25566 25566 25566 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP P 5802 5802 5802 FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP P 6733 -6733 -6733 FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP P 1330 -1330 -1330 FROM K-1: TD REAL ESTATE, LP P 487 487 487 FROM K-1: TURSON, LP P 315240 -315240 -315240 FROM K-1: TURSON, LP P 320684 320684 320684 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP P 234 -234 -234 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP P 16074 16074 16074 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP P 24112 24112 24112 FROM K-1: TD REAL ESTATE, LP P 80355 80355 80355 FROM K-1: TURSON, LP P 91 -91 -91 FROM K-1: TURSON, LP P 2687 -2687 -2687 FROM K-1: TURSON, LP P 4030 -4030 -4030 142735 -283020 1193 0 1193 0 1193 11320 0 0 0 11320 0 10127 10127 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 N/A RACHEL CRENSHAW 6158462053 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRITTNIE DUGAS 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 VICE PRESIDENT/DIRECTOR/MEMBER 1.00 5000 0 0 CHRISTIAN DUGAS 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 TREASURER/DIRECTOR 1.00 5000 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 5000 0 0 PAMELA L DUGAS 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 PRESIDENT/DIRECTOR/MEMBER 1.00 5000 0 0 NONE 0 THE FAMILY OFFICE 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 INVEST. & PROF. FEES 50825 0 0 11765116 785675 0 12550791 0 0 12550791 188262 12362529 618126 618126 1193 12008 13201 604925 0 604925 0 604925 1435181 0 1435181 604925 0 0 431423 1058227 741281 491866 310269 3033066 1435181 0 0 0 604925 830256 0 0 3863322 0 0 0 0 0 0 431423 3431899 1058227 741281 491866 310269 830256 WILLIAM ORR RACHEL CRENSHAW 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 6158462053 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. NONE NO GRANTS FOR: INDIVIDUALS, LOANS, TRAVEL OR SEMINARS, POLITICAL PURPOSES, DINNER EVENTS, OTHER PRIVATE FOUNDATIONS, TELETHONS. ABLE YOUTH 2000 MALLORY LANE SUITE 130-542 FRANKLIN TN 37067 NONE PUBLIC PROGRAM SUPPORT FOR BASKETBALL AND CHEERLEADING PROGRAM 15000 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 25000 BRIGHTSTONE PO BOX 682966 FRANKLIN TN 37068 NONE PUBLIC GENERAL OPERATING SUPPORT 10000 CUMBERLAND HEIGHTS FOUNDATION PO BOX 90727 NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS 100000 FAITH FAMILY MEDICAL CLINIC 326 21ST AVENUE NORTH NASHVILLE TN 37203 NONE PUBLIC GENERAL OPERATING SUPPORT 50000 GRACEWORKS MINISTRIES INC 104 SOUTHEAST PARKWAY FRANKLIN TN 37064 NONE PUBLIC SUPPORT TO ASSIST WITH FOOD, RENT, AND UTILITIES 15000 HIGH HOPES INC 301 HIGH HOPES COURT FRANKLIN TN 37064 NONE PUBLIC PROGRAM SUPPORT OVER 2 YEARS (2021-2022) FOR BEHAVIORAL THERAPY PROGRAM 98150 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 40000 NASHVILLE CHILDREN'S ALLIANCE INC 610 MURFREESBORO PIKE NASHVILLE TN 37210 NONE PUBLIC GENERAL OPERATING SUPPORT 20000 NASHVILLE DOLPHINS 95 WHITE BRIDGE ROAD SUITE 209 NASHVILLE TN 37205 NONE PUBLIC GENERAL OPERATING AND PROGRAM SUPPORT 2000 OUR WISH 933 BLUFF DRIVE BRENTWOOD TN 37027 NONE PUBLIC TOYS FOR CHILDREN IN THE HOSPITAL 5000 SECOND HARVEST FOOD BANK 331 GREAT CIRCLE ROAD NASHVILLE TN 37228 NONE PUBLIC CHEATHAM COUNTY SCHOOLS FOOD PANTRIES AND BACKPACK PROGRAM 70000 SEXUAL ASSAULT CENTER 101 FRENCH LANDING DRIVE NASHVILLE TN 37228 NONE PUBLIC GENERAL OPERATING SUPPORT 35000 STARS NASHVILLE 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 37203 NONE PUBLIC SCHOOL-BASED, MENTAL & BEHAVIORAL HEALTH COUNSELING SERVICES FOR CHEATHAM COUNTY SCHOOLS 65000 TENNESSEE WILDLIFE FEDERATION 300 ORLANDO AVE NASHVILLE TN 37209 NONE PUBLIC SUPPORT OVER 2 YEARS (2022-2023) FOR TN CLEAN INITIATIVE 20000 THE CROSSROADS CAMPUS 707 MONROE ST NASHVILLE TN 37208 NONE PUBLIC CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS 50000 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 250000 UPRISE NASVILLE 235 WHITE BRIDGE PIKE NASHVILLE TN 37209 NONE PUBLIC MEMORIAL GIFT - KELLEY ANDERSON 20000 WILLIAMSON MEDICAL CENTER FOUNDATION INC 4321 CAROTHERS PARKWAY FRANKLIN TN 37067 NONE PUBLIC CAPITAL SUPPORT IN HONOR OF LAURA AND WAYEN DUGAS 500000 1390150 ARCHIE'S PROMISE 4321 WOODBUSY PIKE MURFREESBORO TN 37130 NONE PUBLIC HYGIENE VENDING MACHINES 10000 AMPUTEE BLADE RUNNERS 356 24TH AVENUE N SUITE 300 NASHVILLE TN 37203 NONE PUBLIC SUPPORT FOR RUNNING/SPORTS PROSTHESIS FOR LOWER LEG AMPUTEES 16500 CUMBERLAND HEIGHTS FOUNDATION PO BOX 90727 NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS 100000 HOPE STATION INC PO BOX 1153 LA VERGUE TN 37086 NONE PUBLIC LEGACY PROGRAM 12000 SADDLE UP 1549 OLD HILLSBORO ROAD FRANKLIN TN 37069 NONE PUBLIC VOLUNTEER PROGRAM SUPPORT / RED BARN RENOVATION / ANNUAL FUND CHALLENGE MATCH / EAL PROGRAM EXPANSION 20000 TENNESSEE WILDLIFE FEDERATION 300 ORLANDO AVE NASHVILLE TN 37209 NONE PUBLIC SUPPORT OVER 2 YEARS (2022-2023) FOR TN CLEAN INITIATIVE 20000 THE CROSSROADS CAMPUS 707 MONROE ST NASHVILLE TN 37208 NONE PUBLIC CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS 50000 THE CROSSROADS CAMPUS 707 MONROE ST NASHVILLE TN 37208 NONE PUBLIC CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS 50000 THE CROSSROADS CAMPUS 707 MONROE ST NASHVILLE TN 37208 NONE PUBLIC CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS 50000 THE CROSSROADS CAMPUS 707 MONROE ST NASHVILLE TN 37208 NONE PUBLIC CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS 50000 THE CITY OF FREDERICK 101 N COURT STREET FREDERICK MD 21701 NONE PUBLIC ABILITIES UNLIMITED SPORTS CHAIRS 13000 STARS NASHVILLE 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 37203 NONE PUBLIC SCHOOL-BASED, MENTAL & BEHAVIORAL HEALTH COUNSELING SERVICES FOR CHEATHAM COUNTY SCHOOLS 65000 456500 14 388968 18 142735 7/6 INVESTMENT PARTNERSHIP, LP 211100 33289 14 23014 TD REAL ESTATE, LP 24891 14 -191706 TURSON, LP 211100 0 14 18567 58180 381578 0 439758 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 54966 27012 0 27954 HCTS CASH MANAGEMENT PARTNERSHIP AT COST 0 1506 TURSON, LP AT COST 7691498 6862000 7/6 INVESTMENT PARTNERSHIP, LP AT COST 4500332 3142000 TD REAL ESTATE, LP AT COST 916015 1423407 DUCK SCULPTURES AND CABINET AT COST 139000 139000 LEGAL FEES 1330 731 0 598 DUES & MEMBERSHIPS 2580 0 0 2580 FOOD & BEVERAGE 27 12 0 15 SEMINARS, BOOKS, EDUCATION 675 304 0 371 OFFICE SUPPLIES 2352 1059 0 1294 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - 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