CAL TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAL TURNER FAMILY FOUNDATION INC (EIN 26-2886973)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349103972
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:57:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-11 | 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 | 2021-11-11 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,565,705 | 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 | $108,755 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $687 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,063,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,063,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,710,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,518,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,710,384 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $341,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$706,218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,225,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,068,832 | 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 |
| Legal Fees Rev And Expnss | $475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $461 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,602 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,002 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,066 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,066 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $84 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $84 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,189 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $534,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $524,016 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $867,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $671,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,592,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,592,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,460,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $671,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,661,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$234,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,397,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,770,658 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,617,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,617,789 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $52,431 | AcctRcvblAmt |
| Acct Rcvbl BOY | $23,519 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $52,431 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $52,431 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,618,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,779,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,435,451 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,261,534 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,990,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,460,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,674,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,439,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,565,705 | 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 | $39,674,496 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,439,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,674,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,439,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,674,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,439,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,674,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$234,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,439,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,439,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 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 | $156,686 | $156,686 | $156,686 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $129,720 | $129,720 | $129,720 | |||
| FROM K1: BEDELIA STREET PARTNERS | P | -$563,833 | -$563,833 | $563,833 | |||
| FROM K1: DG STORE III, LP | P | $962,367 | $962,367 | $962,367 | |||
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $6,181 | $6,181 | $6,181 | |||
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$1,642 | -$1,642 | $1,642 | |||
| FROM K1: TD REAL ESTATE, LP | P | $398,171 | $398,171 | $398,171 | |||
| FROM K1: TURSON, LP | P | $44,757 | $44,757 | $44,757 | |||
| FROM K1: TURSON, LP | P | $599,522 | $599,522 | $599,522 | |||
| FB FINL ORP | P | $5 | -$1 | -$1 | $6 | 2019-03-27 | 2020-08-20 |
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $86 | $86 | $86 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$31,309 | -$31,309 | $31,309 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$46,964 | -$46,964 | $46,964 | |||
| FROM K1: TURSON, LP | P | -$554 | -$554 | $554 | |||
| FROM K1: TURSON, LP | P | $4,201 | $4,201 | $4,201 | |||
| FROM K1: TURSON, LP | P | $6,302 | $6,302 | $6,302 | |||
| FROM K1: TD REAL ESTATE, LP | P | $14,829 | $14,829 | $14,829 | |||
| FRANKLIN FINL NETWORK INC | P | $12,332 | $8,087 | $8,087 | $4,245 | 2019-03-27 | 2020-08-14 |
| TWILIO INC CLASS A | P | $1,183,606 | $1,023,778 | $1,023,778 | $159,828 | 2017-05-01 | 2020-08-11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,710,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,398 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $86,398 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,073 | OverpaymentAmt |
| Applied To ES Tax | $53,073 | 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 | JUDY MILLER | 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 (4 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 | DIRECTOR/MEMBER | 1.00 | $0 | $0 | $0 |
| ALEX TURNER | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLIE PAYNE | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | DIRECTOR | 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 | $88,616 | 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 | $40,677,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,552,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,229,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,229,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $633,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,596,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,079,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,079,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,325 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $219,909 | IncomeTaxAmt |
| Total Tax | $253,234 | TotalTaxAmt |
| Distributable Before Adj | $1,826,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,826,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,826,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,661,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,661,571 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,661,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,826,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,495,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,720,338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,589,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,429,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,813,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,049,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,661,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,826,591 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,834,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,884,095 | 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 | $3,495,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,388,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,720,338 | ExcessFromYear4Amt |
| Excess From Year3 | $2,589,821 | ExcessFromYear3Amt |
| Excess From Year2 | $3,429,562 | ExcessFromYear2Amt |
| Excess From Year1 | $5,813,943 | ExcessFromYear1Amt |
| Excess From Current Year | $1,834,980 | 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 | JUDY MILLER | 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 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEST BUDDIES | |||||||
| 100 SE 2ND ST 2200 | MIAMI | FL | 33131 | NONE | PUBLIC | PROGRAM SUPPORT | $2,400 |
| BETHLEHEM CENTERS OF NASHVILLE | |||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | PROGRAM SUPPORT | $2,400 |
| FANNIE BATTLE DAY HOME FOR CHILDREN | |||||||
| 108 CHAPEL AVENUE | NASHVILLE | TN | 37206 | NONE | PUBLIC | PROGRAM SUPPORT | $2,400 |
| FIRST STEPS INC | |||||||
| 1900 GRAYBAR LANE | NASHVILLE | TN | 37215 | NONE | PUBLIC | OPERATING SUPPORT | $2,400 |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | 2020 FRA TURNER FELLOWS STIPENDS AND 2019 FRA TURNER FELLOS SCHOLARSHIPS | $88,800 |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | CHALLENGE GRANT - CAPITAL CAMPAIGN | $1,000,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $500,000 |
| 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 INTITIATIVE | $25,000 |
| NASHVILLE AREA EPISCOPAL OFFICE UMC | |||||||
| 1908 GRAND AVENUE | NASHVILLE | TN | 37212 | NONE | CHURCH | TURNER CENTER FOR CHURCH LEADERSHIP AND CONGREGATIONAL DEVELOPMENT | $225,000 |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | NONE | PUBLIC | OPERATING SUPPORT | $7,200 |
| SALVATION ARMY NASHVILLE | |||||||
| 631 DICKERSON ROAD | NASHVILLE | TN | 37207 | NONE | PUBLIC | OPERATING SUPPORT | $2,400 |
| SHOWER THE PEOPLE | |||||||
| 77 DONELSON STREET | NASHVILLE | TN | 37210 | NONE | PUBLIC | OPERATING SUPPORT | $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 NASHVILLE FOOD PROJECT INC | |||||||
| 5904 CALIFORNIA AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | CHALLENGE GRANT - CAPITAL FUND SUPPORT FOR BUILDING NEW HEADQUARTERS AND DEVELOPING A MULTI-ACRE COMMUNITY FARM | $250,000 |
| THE RED ROAD | |||||||
| PO BOX 1565 | FRANKLIN | TN | 37065 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| VANDERBILT UNIVERSITY MEDICAL | |||||||
| 3322 WEST END AVE SUITE 900 | NASHVILLE | TN | 37203 | NONE | SCHOOL | GROWING TO NEW HEIGHTS CAMPAIGN: CAPITAL SUPPORT | $250,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | SCHOOL | EXPANDING THE MISSION AND VISION FOR THE TURNER FAMILY CENTER FOR SOCIAL VENTURES | $395,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | SCHOOL | TURNER CHAIR IN PEDIATRIC NEUROSURGERY | $670,000 |
| WEST NASHVILLE DREAM CENTER | |||||||
| PO BOX 92456 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT | $7,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,592,600 | 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 |
|---|---|---|---|---|---|---|---|
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | 2021 FRA TURNER FELLOWS STIPENDS AND 2020 FRA TURNER FELLOWS SCHOLARSHIPS | $100,000 |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | SCHOOL | CHALLENGE GRANT - CAPITAL CAMPAIGN | $1,000,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 930352842 | NONE | PUBLIC | DOCUMENTARY FILM 'A VETERAN'S HEART' | $858,718 |
| 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 INTITIATIVE | $25,000 |
| NASHVILLE AREA EPISCOPAL OFFICE | |||||||
| 1908 GRAND AVENUE | NASHVILLE | TN | 37212 | NONE | CHURCH | GENERAL OPERATING | $133,000 |
| TENNESSEE IMMIGRANT & REFUGEE | |||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | CAPITAL CAMPAIGN TO BUILD A NEW HEADQUARTERS IN ANTIOCH | $100,000 |
| VU - VANDERBILT UNIVERSITY | |||||||
| 205 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | SCHOOL | EXPANDING THE MISSION AND VISION FOR THE TURNER FAMILY CENTER FOR SOCIAL VENTURES | $1,750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,976,718 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $687 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,063,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,710,384 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $14,074 | 14 | $80,431 |
| BEDELIA STREET PARTNERS, LP | $0 | 14 | $407 |
| DG STORE III, LP | $975,127 | 14 | -$692,185 |
| TD REAL ESTATE, LP | $58,987 | 14 | -$87,188 |
| TURSON, LP | 14 | -$7,683 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,048,188 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,068,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,117,020 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HURLEY C TURNER JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,643,837 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 520 SHARES OF AMAZON STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,643,837 | FairMarketValueAmt |
| Received | 2020-12-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $92,602 | Amt |
| Net Investment Income | $35,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES | $7,670,820 | $12,741,847 |
| NORTHERN TRUST | $108,755 | $1,693,604 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TURSON, LP | AT COST | $11,286,451 | $16,097,000 |
| 7/6 INVESTMENT PARTNERSHIP | AT COST | $14,987,568 | $12,676,000 |
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $14,159 | $23,984 |
| DG STORE III, LP | AT COST | $166,305 | $131,000 |
| TD REAL ESTATE LP | AT COST | $3,535,551 | $3,532,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $475 | LegalFeesAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $461 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & MEMBERSHIPS | $6,235 | $0 | $6,235 |
| FOOD & BEVERAGE | $157 | $55 | $102 |
| SEMINARS, BOOKS, EDUCATION | $1,216 | $426 | $790 |
| MISCELLANEOUS | $596 | $413 | $183 |
| OFFICE SUPPLIES | $3,541 | $2 | $3,539 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $24 | $0 | $24 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $337,615 | $337,615 | $0 |
| FROM K-1: BEDELIA STREET PARTNERS, LP | $26,943 | $26,943 | $0 |
| FROM K-1: DG STORE III, LP | $4,289 | $4,289 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $470 | $470 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $10,327 | $10,327 | $0 |
| FROM K-1: TURSON, LP | $143,476 | $143,476 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $94,505 | $80,431 | $0 |
| BEDELIA STREET PARTNERS, LP | $407 | $407 | $0 |
| DG STORE III, LP | $282,942 | -$692,185 | $0 |
| TD REAL ESTATE, LP | -$28,201 | -$87,188 | $0 |
| TURSON, LP | -$7,683 | -$7,683 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $78,066 | Amt |
| Net Investment Income | $78,066 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $127,500 | $0 | $0 |
| FOREIGN TAX PAID | $31,589 | $31,589 | $0 |
| STATE INCOME TAX | $2,600 | $2,600 | $0 |
Comments