DUGAS FAMILY FOUNDATION II INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DUGAS FAMILY FOUNDATION II INC (EIN 46-1031688)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349102655
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees 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 | 2022-11-14T10:27:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | JUDY MILLER | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 6158462048 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDY | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANSCHOW | PreparerPersonNm |
| PTIN | P01395484 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,463,551 | 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 | $4,330,749 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $305,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $720,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $762,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $720,126 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,436 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,354,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,008,090 | 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 |
| Accounting Fees Rev And Expnss | $47,767 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,577 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,190 | 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 | $141,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,079 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157,672 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $768,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $768,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,136,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,218,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $811,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $369,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $717,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $717,036 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,735 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,015 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,735 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,735 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $10,127,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,998,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,729,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,513,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,731,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,463,551 | 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 | $10,513,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,731,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,513,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,731,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,513,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,731,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,513,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,218,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,731,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,731,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 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 | $95,312 | $95,312 | $95,312 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $127,191 | $127,191 | $127,191 | |
| FROM K-1: DG STORE III, LP | P | $17,259 | $17,259 | $17,259 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$3 | -$3 | $3 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $39 | $39 | $39 | |
| FROM K-1: TD REAL ESTATE, LP | P | $153,814 | $153,814 | $153,814 | |
| FROM K-1: TURSON, LP | P | $3,310 | $3,310 | $3,310 | |
| FROM K-1: TURSON, LP | P | $359,125 | $359,125 | $359,125 | |
| FROM K-1: DG STORE III, LP | P | -$8,472 | -$8,472 | $8,472 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $3,517 | $3,517 | $3,517 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$11,083 | -$11,083 | $11,083 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$16,626 | -$16,626 | $16,626 | |
| FROM K-1: TD REAL ESTATE, LP | P | -$6,044 | -$6,044 | $6,044 | |
| FROM K-1: TURSON, LP | P | -$116 | -$116 | $116 | |
| FROM K-1: TURSON, LP | P | $1,161 | $1,161 | $1,161 | |
| FROM K-1: TURSON, LP | P | $1,742 | $1,742 | $1,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $720,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88,697 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,327 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,827 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $3,541 | OverpaymentAmt |
| Applied To ES Tax | $3,541 | 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 | KELLI STOCKTON | IndividualWithBooksNm |
| Phone | 6158462048 | 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 |
| PAM CARRIS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA JO TURNER DUGAS | ||||||||
| 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 | $43,981 | 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 | $9,960,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,447,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,447,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,290,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $514,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $514,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,284 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,124 | IncomeTaxAmt |
| Total Tax | $14,408 | TotalTaxAmt |
| Distributable Before Adj | $500,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $500,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $500,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $810,389 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $922,394 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $431,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,058,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $741,281 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $491,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,645,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $810,389 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,269 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,955,460 | 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 | $922,394 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,033,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $431,423 | ExcessFromYear4Amt |
| Excess From Year3 | $1,058,227 | ExcessFromYear3Amt |
| Excess From Year2 | $741,281 | ExcessFromYear2Amt |
| Excess From Year1 | $491,866 | ExcessFromYear1Amt |
| Excess From Current Year | $310,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURA JO TURNER DUGAS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAM CARRIS | 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 | 6158462048 | 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 (15 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 |
| ALAQUA ANIMAL REFUGE INC | |||||||
| 914 WHITFIELD ROAD | FREEPORT | FL | 32439 | NONE | PUBLIC | DONATION | $25,000 |
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVENUE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | PUBLIC | SUPPORT FOR RUNNING/SPORTS PROSTHESIS FOR LOWER LEG AMPUTEES | $15,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| FRIENDS LIFE COMMUNITY | |||||||
| 4414 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | ADVOCACY THROUGH THE ARTS: EMPOWERING INDIVIDUALS WITH DISABILITIES TO TELL THEIR STORY | $5,000 |
| HIGH HOPES INC | |||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | PUBLIC | EXPENDING THE IMPACT OF HIGH HOPES WITH BEHAVIORAL THERAPY | $98,150 |
| NASHVILLE CHILDREN'S ALLIANCE INC | |||||||
| 610 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| NECAT | |||||||
| 120 WHITE BRIDGE ROAD 46 | NASHVILLE | TN | 37209 | NONE | PUBLIC | GENERAL OPERATING AND PROGRAM SUPPORT FOR WE FOSTER FILM | $40,000 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHEATHAM COUNTY SCHOOLS FOOD PANTRIES AND BACKPACK PROGRAM | $45,000 |
| 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 |
| TUCKER'S HOUSE | |||||||
| PO BOX 682086 | FRANKLIN | TN | 37068 | NONE | PUBLIC | PROGRAM SUPPORT TO RETROFIT AND RENNOVATE HOMES FOR CHILDREN AND YOUNG ADULTS LIVING WITH DISABILITIES | $20,000 |
| 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 |
| WALDEN'S PUDDLE | |||||||
| PO BOX 641 | JOELTON | TN | 37044 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| YWCA NASHVILLE & MIDDLE TENNESSEE | |||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | CONSTRUCTION OF A KENNEL AT THE DOMESTIC VIOLENCE CENTER | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $768,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| HIGH HOPES INC | |||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | PUBLIC | EXPENDING THE IMPACT OF HIGH HOPES WITH BEHAVIORAL THERAPY | $98,150 |
| 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 |
| 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $678,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $720,126 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | 211110 | -$4,703 | 14 | $9,098 |
| DG STORE III, LP | 531120 | $4,844 | 14 | -$16,148 |
| TD REAL ESTATE, LP | $15,734 | 14 | -$8,050 | |
| TURSON, LP | 211110 | $0 | 14 | -$2,336 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,875 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,008,090 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,023,965 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WAYNE AND LAURA DUGAS CHARITABLE REMAINDER UNITRUST | |||||||
| 1 | 333 11TH AVE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | $113,654 | Yes (X) | |
| WAYNE AND LAURA DUGAS CHARITABLE REMAINDER UNITRUST | |||||||
| 2 | 333 11TH AVE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | $4,217,095 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2.4267% INTEREST IN 7/6 INVESTMENT PARTNERHSIP LP | $1,026,533 | 2021-12-26 |
| 2 | 0.6767% INTEREST IN HCTS CASH MANAGEMENT PARTNERSHIP | $305,267 | 2021-12-26 |
| 2 | 0.4767% INTEREST IN TURSON LP | $2,874,862 | 2021-12-26 |
| 2 | 0.0067% INTEREST IN TD REAL ESTATE LP | $10,433 | 2021-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,767 | Amt |
| Net Investment Income | $23,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,190 | 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 | $331,079 | $323,593 |
| TURSON, LP | AT COST | $7,832,546 | $8,667,000 |
| 7/6 INVESTMENT PARTNERSHIP, LP | AT COST | $4,851,136 | $3,630,000 |
| TD REAL ESTATE, LP | AT COST | $844,262 | $970,187 |
| DUCK SCULPTURES AND CABINET | AT COST | $139,000 | $139,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $3,319 | $0 | $0 | $3,319 |
| FOOD & BEVERAGE | $106 | $47 | $0 | $58 |
| SEMINARS, BOOKS, EDUCATION | $1,154 | $519 | $0 | $635 |
| OFFICE SUPPLIES | $1,980 | $0 | $0 | $1,980 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $7 | $0 | $0 | $7 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $89,324 | $89,324 | $0 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $437 | $437 | $0 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $5,630 | $5,630 | $0 | $0 |
| FROM K-1: TURSON, LP | $53,808 | $53,808 | $0 | $0 |
| MISCELLANEOUS | $1,904 | $857 | $0 | $1,047 |
| FROM K-1: TURSON, LP - CHARITABLE | $3 | $0 | $0 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $4,395 | $9,098 | $0 |
| DG STORE III, LP | -$11,304 | -$16,148 | $0 |
| TD REAL ESTATE, LP | $7,684 | -$8,050 | $0 |
| TURSON, LP | -$2,336 | -$2,336 | $0 |
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 |
|---|---|---|---|---|
| FEDERAL TAXES | $129,889 | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $12,079 | $12,079 | $0 | $0 |
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