CAL TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CAL TURNER FAMILY FOUNDATION INC (EIN 26-2886973)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349102234
- 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
- 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 | 2022-11-14T10:18:28-06:00 | 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 | 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 | 2022-11-04 | 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 | 2022-11-04 | 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 | $55,527,125 | 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 |
| Interest On Sav Rev And Expnss | $911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,228,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,228,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,675,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,360,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,675,439 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,384 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$32,510 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,897,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,872,714 | 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 | $66,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,776 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,839 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,956 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $507,349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $581,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $576,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,272,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $760,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,001,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,001,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,274,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $760,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,046,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,623,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,112,530 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,617,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,149,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,149,034 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,587 | AcctRcvblAmt |
| Acct Rcvbl BOY | $52,431 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,587 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,587 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,779,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,114,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,021,556 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,990,034 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,751,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,308,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,439,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,063,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,527,125 | 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 | $39,439,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,063,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,439,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,063,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,439,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,063,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,439,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,623,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,063,130 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,063,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 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 | $372,890 | $372,890 | $372,890 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $306,381 | $306,381 | $306,381 | |||
| FROM K1: DG STORE III, LP | P | $49,993 | $49,993 | $49,993 | |||
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $97 | $97 | $97 | |||
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $7,115 | $7,115 | $7,115 | |||
| FROM K1: TD REAL ESTATE, LP | P | $473,273 | $473,273 | $473,273 | |||
| FROM K1: TURSON, LP | P | $254,461 | $254,461 | $254,461 | |||
| FROM K1: TURSON, LP | P | $1,627,032 | $1,627,032 | $1,627,032 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $14,063 | $14,063 | $14,063 | |||
| FROM K1: TURSON, LP | P | -$356 | -$356 | $356 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$44,333 | -$44,333 | $44,333 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$66,501 | -$66,501 | $66,501 | |||
| FROM K1: TURSON, LP | P | $4,880 | $4,880 | $4,880 | |||
| FROM K1: TURSON, LP | P | $7,320 | $7,320 | $7,320 | |||
| FROM K1: DG STORE III, LP | P | -$1,921 | -$1,921 | $1,921 | |||
| APPLE INC | P | $294,099 | $152,336 | $152,336 | $141,763 | 2020-02-27 | 2021-10-29 |
| ENANTA PHARMACEUTICALS INC | P | $818,202 | $289,194 | $289,194 | $529,008 | 2017-04-24 | 2021-04-07 |
| TRACTOR SUPPLY COMPANY | P | $669,372 | $437,887 | $437,887 | $231,485 | 2017-05-01 | 2021-04-07 |
| TWILIO INC CLASS A | P | $2,877,968 | $2,621,578 | $2,621,578 | $256,390 | 2017-05-01 | 2021-01-25 |
| DEUTSCHE A G NAMEN AKT (GERMANY) | P | $583,422 | $223,246 | $223,246 | $360,176 | 2019-05-24 | 2021-01-08 |
| FROM K1: DG STORE III, LP | P | -$22,974 | -$22,974 | $22,974 | |||
| FROM K1: TD REAL ESTATE, LP | P | -$30,222 | -$30,222 | $30,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,675,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $98,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,573 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $169,573 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $70,709 | OverpaymentAmt |
| Applied To ES Tax | $70,709 | 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 | $62,829 | 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 | $51,788,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,615,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,403,652 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,403,652 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $801,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,602,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,630,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,630,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,864 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,066 | IncomeTaxAmt |
| Total Tax | $103,930 | TotalTaxAmt |
| Distributable Before Adj | $2,526,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,526,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,526,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,046,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,046,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,526,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,720,338 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,589,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,429,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,813,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,834,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,388,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,046,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,526,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,520,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,909,199 | 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 | $3,720,338 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,188,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,589,821 | ExcessFromYear4Amt |
| Excess From Year3 | $3,429,562 | ExcessFromYear3Amt |
| Excess From Year2 | $5,813,943 | ExcessFromYear2Amt |
| Excess From Year1 | $1,834,980 | ExcessFromYear1Amt |
| Excess From Current Year | $1,520,555 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAREFOOT REPUBLIC CAMP | |||||||
| PO BOX 40365 | NASHVILLE | TN | 37204 | NONE | PUBLIC | 2021 TURNER FELLOWS - KIMI HASHIMOTO AND BEAU KIRSCHNER | $4,800 |
| BETHLEHEM CENTERS OF NASHVILLE | |||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | 2021 TURNER FELLOW - ANALISE GIBBS | $2,400 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT FOR PAVING THE ROAD TO RECOVERY | $10,000 |
| FANNIE BATTLE DAY HOME FOR CHILDREN | |||||||
| 108 CHAPEL AVENUE | NASHVILLE | TN | 37206 | NONE | PUBLIC | 2021 TURNER FELLOW - CAROLINE DINKER | $2,400 |
| FIRST STEPS INC | |||||||
| 1900 GRAYBAR LANE | NASHVILLE | TN | 37215 | NONE | SCHOOL | 2020 TURNER FELLOW - EMILY DAY | $2,400 |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | 2021 FRA TURNER FELLOWS STIPENDS AND 2020 FRA TURNER FELLOWS SCHOLARSHIPS | $88,800 |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | CAPITAL CAMPAIGN CHALLENGE GRANT | $1,000,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $250,000 |
| GILDA'S CLUB NASVILLE | |||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 372032701 | NONE | PUBLIC | 2021 GILDAS GANG 5K / TEAM BRUCE LYON | $10,000 |
| LEGACY MISSION VILLAGE | |||||||
| 5123 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | CHALLENGE GRANT | $100,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 292705 | NASHVILLE | TN | 37229 | NONE | PUBLIC | LIGHT THE NIGHT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 292705 | NASHVILLE | TN | 37229 | NONE | PUBLIC | PROGRAM SUPPORT FOR BEAT AML INITIATIVE | $25,000 |
| MOTHER TO MOTHER | |||||||
| 5133 HARDING PIKE SUITE B10 313 | NASHVILLE | TN | 37205 | NONE | PUBLIC | 2021 TURNER FELLOW - AMELIA KEESE | $2,400 |
| NEW WAY NOW INC | |||||||
| 105 LEAKE AVENUE 83 | NASHVILLE | TN | 37205 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $159,000 |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | NONE | PUBLIC | 2021 TURNER FELLOWS - SOPHIE VINCENT AND BROOKELYNN HUNTER | $4,800 |
| SALVATION ARMY NASHVILLE | |||||||
| 631 DICKERSON ROAD | NASHVILLE | TN | 37207 | NONE | PUBLIC | 2021 TURNER FELLOW - PAIGE HARRIS | $2,400 |
| SECOND CHANCE K9 SERVICE DOGS | |||||||
| 1960 MADISON STREET SUITE J 187 | CLARKSVILLE | TN | 37043 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $80,000 |
| SHOWER THE PEOPLE | |||||||
| 77 DONELSON STREET | NASHVILLE | TN | 37210 | NONE | PUBLIC | 2021 TURNER FELLOW - HAILEY BLAHAUVIETZ | $2,400 |
| TENNESSEE IMMIGRANT & REFUGEE | |||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | CAPITAL CAMPAIGN TO BUILD A NEW HEADQUARTERS IN ANTIOCH | $100,000 |
| THE RED ROAD | |||||||
| PO BOX 1565 | FRANKLIN | TN | 37065 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | SCHOOL | TURNER FAMILY CENTER FOR SOCIAL VENTURES | $1,000,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | PUBLIC | TURNER FAMILY CENTER FOR SOCIAL VENTURES | $250,000 |
| WEST NASHVILLE DREAM CENTER | |||||||
| PO BOX 92456 | NASHVILLE | TN | 37209 | NONE | PUBLIC | 2021 TURNER FELLOWS - BEN DERNBACH AND LILY PARIS | $4,800 |
| YMCA OF MIDDLE TENNESSEE | |||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 372033420 | NONE | PUBLIC | CAPITAL SUPPORT FOR THE MARGARET BURNETT TURNER CENTER | $840,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,001,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $250,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $250,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $108,718 |
| NASHVILLE AREA EPISCOPAL OFFICE UMC CO HG STOVALL | |||||||
| 1908 GRAND AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | PROGRAMS EARMARKED AT BISHOP WILLIAM T. MCALILLY'S DISCRETION (ESTABLISHED 7.2013) | $133,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | SCHOOL | TURNER FAMILY CENTER FOR SOCIAL VENTURES | $250,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | PUBLIC | TURNER FAMILY CENTER FOR SOCIAL VENTURES | $250,000 |
| YMCA OF MIDDLE TENNESSEE | |||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 372033420 | NONE | PUBLIC | CAPITAL SUPPORT FOR THE MARGARET BURNETT TURNER CENTER | $830,000 |
| 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 Apprv Fut | $2,901,718 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $911 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,228,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,675,439 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | 211110 | -$20,701 | 14 | $35,730 |
| DG STORE III, LP | 531120 | $14,031 | 14 | -$46,775 |
| TD REAL ESTATE, LP | 531120 | $31,796 | 14 | -$15,063 |
| TURSON, LP | 211110 | $0 | 14 | -$6,402 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,126 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,872,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,897,840 | 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 | $66,615 | Amt |
| Net Investment Income | $25,776 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,839 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES | $12,005,965 | $17,287,699 |
| NORTHERN TRUST | $108,755 | $1,733,857 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TURSON, LP | AT COST | $11,805,730 | $18,914,000 |
| 7/6 INVESTMENT PARTNERSHIP | AT COST | $13,134,864 | $12,244,000 |
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $7 | $3,546 |
| TD REAL ESTATE LP | AT COST | $2,811,188 | $3,147,402 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & MEMBERSHIPS | $156 | $0 | $156 |
| FOOD & BEVERAGE | $71 | $25 | $46 |
| SEMINARS, BOOKS, EDUCATION | $1,649 | $577 | $1,072 |
| MISCELLANEOUS | $281 | $98 | $183 |
| OFFICE SUPPLIES | $2,829 | $0 | $2,829 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $30 | $0 | $30 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $383,527 | $383,527 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $618 | $618 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $21,445 | $21,445 | $0 |
| FROM K-1: TURSON, LP | $170,413 | $170,413 | $0 |
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 | $15,029 | $35,730 | $0 |
| DG STORE III, LP | -$32,744 | -$46,775 | $0 |
| TD REAL ESTATE, LP | $16,733 | -$15,063 | $0 |
| TURSON, LP | -$6,402 | -$6,402 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $117,956 | Amt |
| Net Investment Income | $117,956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $467,600 | $0 | $0 |
| FOREIGN TAX PAID | $39,749 | $39,749 | $0 |
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