DUGAS FAMILY FOUNDATION II INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DUGAS FAMILY FOUNDATION II INC (EIN 46-1031688)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349101408
- 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
- 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 | 2021-11-15T08:37:33-06:00 | 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 | 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 | 2021-11-12 | 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 | 2021-11-12 | 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 | $9,621,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $286,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $640,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $790,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $640,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104,802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$247,985 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,031,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,379 | 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 | $71,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,168 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,889 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,591 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $814 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $366 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $448 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $791,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $791,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,089,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $846,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $219,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,533 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,015 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,620 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,015 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,015 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $10,327,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,127,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,234,533 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,571,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,513,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,621,081 | 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 | $10,571,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,513,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,571,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,513,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,571,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,513,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,571,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,513,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,513,637 | 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 | $17,521 | $17,521 | $17,521 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $38,494 | $38,494 | $38,494 | |
| FROM K-1: BEDELIA STREET PARTNERS, LP | P | -$120,836 | -$120,836 | $120,836 | |
| FROM K-1: DG STORE III, LP | P | $327,820 | $327,820 | $327,820 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $1,802 | $1,802 | $1,802 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$316 | -$316 | $316 | |
| FROM K-1: TD REAL ESTATE, LP | P | $129,406 | $129,406 | $129,406 | |
| FROM K-1: TURSON, LP | P | -$9,249 | -$9,249 | $9,249 | |
| FROM K-1: TURSON, LP | P | $269,217 | $269,217 | $269,217 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $21 | $21 | $21 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$7,827 | -$7,827 | $7,827 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | -$11,741 | -$11,741 | $11,741 | |
| FROM K-1: TD REAL ESTATE, LP | P | $2,966 | $2,966 | $2,966 | |
| FROM K-1: TURSON, LP | P | -$186 | -$186 | $186 | |
| FROM K-1: TURSON, LP | P | $1,218 | $1,218 | $1,218 | |
| FROM K-1: TURSON, LP | P | $1,828 | $1,828 | $1,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $640,138 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,438 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,614 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $827 | OverpaymentAmt |
| Applied To ES Tax | $827 | 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 | 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 (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 | SECRETARY/DIRECTOR | 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 |
| JUDY MILLER | ||||||||
| 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 | VICE PRESIDENT/DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| PAMELA L DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | PRESIDENT/DIRECTOR | 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 | $67,071 | 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 | $8,309,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,850,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,850,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,717,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $74,380 | IncomeTaxAmt |
| Total Tax | $81,167 | TotalTaxAmt |
| Distributable Before Adj | $354,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $846,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $846,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $846,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $954,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $922,394 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $431,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,058,227 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $741,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,107,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $846,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $354,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,599,426 | 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 | $954,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,645,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $922,394 | ExcessFromYear4Amt |
| Excess From Year3 | $431,423 | ExcessFromYear3Amt |
| Excess From Year2 | $1,058,227 | ExcessFromYear2Amt |
| Excess From Year1 | $741,281 | ExcessFromYear1Amt |
| Excess From Current Year | $491,866 | 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 | 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 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | |||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $40,000 |
| ABLE YOUTH | |||||||
| 2000 MALLORY LANE SUITE 130-542 | FRANKLIN | TN | 37067 | NONE | PUBLIC | PROGRAM SUPPORT FOR BASKETBALL AND CHEERLEADING PROGRAM | $15,000 |
| ALIVE HOSPICE | |||||||
| 1718 PATTERSON ST | NASHVILLE | TN | 37203 | NONE | PUBLIC | 5-YEAR SUPPORT FOR ONE FULL-TIME GRIEF COUNSELOR | $52,000 |
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVENUE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | PUBLIC | RUNNING/SPORTS PROSTHESES | $11,400 |
| BAREFOOT REPUBLIC CAMP | |||||||
| 8824 BROWNSFORD ROAD | FOUNTAIN RUN | KY | 42133 | NONE | PUBLIC | TREEHOUSE VILLAGE #4 CONSTRUCTION | $30,000 |
| BRIDGES DOMESTIC VIOLENCE CENTER | |||||||
| PO BOX 40365 | NASHVILLE | TN | 37065 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $21,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 20727 | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR ARCH ACADEMY CAMPUS FOR MALE TEENS | $100,000 |
| FAMILY AND CHILDREN'S SERVICES | |||||||
| 2400 CLIFTON AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | CAPITAL SUPPORT FOR FINISH-UP FUNDING FOR THE HONEY ALEXANDER CENTER | $125,000 |
| GRACEWORKS MINISTRIES INC | |||||||
| 104 SOUTHEAST PARKWAY | FRANKLIN | TN | 37064 | NONE | PUBLIC | SUPPORT TO ASSIST WITH FOOD, RENT, AND UTILITIES | $25,000 |
| LAURA'S WISH | |||||||
| 933 BLUFF ROAD | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TOYS FOR CHILDREN IN THE HOSPITAL | $5,000 |
| NASHVILLE EDUCATION COMMUNITY AND ARTS TELEVISION CORPORATION (NECAT) | |||||||
| 120 WHITE BRIDGE ROAD 46 | NASHVILLE | TN | 37209 | NONE | PUBLIC | GENERAL OPERATING AND PROGRAM SUPPORT FOR WE FOSTER FILM | $20,000 |
| PET COMMUNITY CENTER INC | |||||||
| 943B DR RICHARD G ADAMS DR | NASHVILLE | TN | 37207 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHEATHAM COUNTY SCHOOLS FOOD PANTRIES AND BACKPACK PROGRAM | $40,000 |
| SECOND SPOON | |||||||
| 1802 NATCHEZ TRACE APT A | NASHVILLE | TN | 37212 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| STARS NASHVILLE | |||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | SCHOOL-BASED, MENTAL & BEHAVIORAL HEALTH COUNSELING SERVICES FOR CHEATHAM COUNTY SCHOOLS | $32,500 |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | TORNADO RELIEF | $5,000 |
| THISBE AND NOAH SCOTT FOUNDATION INC | |||||||
| POBOX 50332 | NASHVILLE | TN | 372050332 | NONE | PUBLIC | CAPITAL SUPPORT FOR AN ALL-INCLUSIVE PLAYGROUND "PROMISE PARK" AT THE NASHVILLE ZOO | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $791,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 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 | $300,000 |
| 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 Apprv Fut | $320,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $640,138 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $3,445 | 14 | $22,072 |
| BEDELIA STREET PARTNERS, LP | $0 | 14 | $87 |
| DG STORE III, LP | $332,166 | 14 | -$235,785 |
| TD REAL ESTATE, LP | $19,579 | 14 | -$34,545 |
| TURSON, LP | -$2,403 | 14 | $186 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $352,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $678,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,031,166 | 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 | $71,057 | Amt |
| Net Investment Income | $34,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,889 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $10,546 | $13,767 |
| TURSON, LP | AT COST | $4,550,186 | $5,031,000 |
| 7/6 INVESTMENT PARTNERSHIP, LP | AT COST | $4,300,298 | $2,952,000 |
| DG STORE III, LP | AT COST | $57,292 | $44,500 |
| TD REAL ESTATE, LP | AT COST | $1,069,767 | $1,054,266 |
| DUCK SCULPTURES AND CABINET | AT COST | $139,000 | $139,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $2,363 | $0 | $0 | $2,363 |
| FOOD & BEVERAGE | $316 | $142 | $0 | $174 |
| SEMINARS, BOOKS, EDUCATION | $1,740 | $783 | $0 | $957 |
| OFFICE SUPPLIES | $1,699 | $1 | $0 | $1,698 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $6 | $0 | $0 | $6 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $78,468 | $78,468 | $0 | $0 |
| FROM K-1: BEDELIA STREET PARTNERS, LP | $5,773 | $5,773 | $0 | $0 |
| FROM K-1: DG STORE III, LP | $1,461 | $1,461 | $0 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $53 | $53 | $0 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $3,181 | $3,181 | $0 | $0 |
| FROM K-1: TURSON, LP | $44,375 | $44,375 | $0 | $0 |
| MISCELLANEOUS | $2,106 | $977 | $0 | $1,129 |
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 | $25,517 | $22,072 | $0 |
| BEDELIA STREET PARTNERS, LP | $87 | $87 | $0 |
| DG STORE III, LP | $96,381 | -$235,785 | $0 |
| TD REAL ESTATE, LP | -$14,966 | -$34,545 | $0 |
| TURSON, LP | -$2,217 | $186 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $52,700 | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $9,591 | $9,591 | $0 | $0 |
| STATE INCOME TAX | $1,000 | $1,000 | $0 | $0 |
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