DUGAS FAMILY FOUNDATION II INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DUGAS FAMILY FOUNDATION II INC (EIN 46-1031688)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102839
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:28:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | RACHEL CRENSHAW | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 6158462048 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL MITCHELL CPA | PreparerPersonNm |
| PTIN | P01084416 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,343,825 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $509,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $509,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $679,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $853,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $679,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112,059 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $103,713 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,301,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,292,944 | 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 | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,465 | 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 | $47,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,405 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,282 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,027 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,255 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $251,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $331,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $280,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $592,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $592,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $923,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $280,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $611,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,377,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,012,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,052,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,052,123 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $385 | AcctRcvblAmt |
| Acct Rcvbl BOY | $649 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $385 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $385 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $13,715,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,254,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,291,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,949,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,306,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,343,825 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,546 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,546 | 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 | $13,929,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,306,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,929,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,306,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,949,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,306,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,929,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,377,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,306,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,306,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 | $24,554 | $24,554 | $24,554 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $277,052 | $277,052 | $277,052 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $45,464 | $45,464 | $45,464 | |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $9,489 | $9,489 | $9,489 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$4,301 | -$4,301 | $4,301 | |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | P | -$2 | -$2 | $2 | |
| FROM K-1: TD REAL ESTATE, LP | P | $43,647 | $43,647 | $43,647 | |
| FROM K-1: TURSON, LP | P | -$134,508 | -$134,508 | $134,508 | |
| FROM K-1: TURSON, LP | P | $452,952 | $452,952 | $452,952 | |
| FROM K-1: TURSON, LP | P | -$52 | -$52 | $52 | |
| FROM K-1: TURSON, LP | P | -$34,841 | -$34,841 | $34,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $679,454 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$114,255 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,748 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,595 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,343 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,271 | OverpaymentAmt |
| Applied To ES Tax | $7,271 | 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 | MORGAN COOLEY | IndividualWithBooksNm |
| Phone | 6158462048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 11TH AVENUE SOUTH SUITE 500 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRITTNIE DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | VICE PRESIDENT/DIRECTOR/MEMBER | 1.00 | $5,000 | $0 | $0 |
| CHRISTIAN DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | TREASURER/DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| RACHEL CRENSHAW | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ORR | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | SECRETARY/DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| PAMELA L DUGAS | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | PRESIDENT/DIRECTOR/MEMBER | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $14,488,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,988,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,988,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,763,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,072 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,543 | IncomeTaxAmt |
| Total Tax | $15,615 | TotalTaxAmt |
| Distributable Before Adj | $722,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $722,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $722,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $611,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $611,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $722,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $741,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $830,256 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,373,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $611,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $611,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $111,005 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $111,005 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,262,667 | 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 | $630,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,632,391 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,866 | ExcessFromYear4Amt |
| Excess From Year3 | $310,269 | ExcessFromYear3Amt |
| Excess From Year2 | $830,256 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM ORR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LIZZY MARTIN | 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 | 6158462103 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 413 STRONG | ||||||
| 1276 FOSTER AVE | NASHVILLE | TN | 37210 | PUBLIC | TRANSPORTATION - NEW VEHICLE | $25,000 |
| ABLE YOUTH | ||||||
| 2000 MALLORY LANE SUITE 130-542 | FRANKLIN | TN | 37067 | PUBLIC | ABLE YOUTH TRACK AND FIELD PROGRAM | $15,000 |
| BACKLIGHT PRODUCTIONS | ||||||
| 2114 QUAIL CT | FRANKLIN | TN | 37064 | PUBLIC | EXPANSION PROJECT | $25,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY-ARCH ACADEMY FOR GIRLS | $100,000 |
| FAITH FAMILY MEDICAL CLINIC | ||||||
| 326 21 ST AVE N | NASHVILLE | TN | 37203 | PUBLIC | INCREASE CAPACITY TO SERVE LOCAL NEEDS AND FILL THE HEALTHCARE GAP FOR INDIVIDUALS IN UNDERSERVED MARGINALIZED COMMUNITIES | $50,000 |
| FAMILY AND CHILDREN'S SERVICES | ||||||
| 2400 CLIFTON AVENUE | NASHVILLE | TN | 37209 | PUBLIC | F&CS MEZZANINE CAPITAL CAMPAIGN | $50,000 |
| FRIENDS LIFE COMMUNITY | ||||||
| 4414 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | PUBLIC | ADVOCACY THROUGH THE ARTS | $25,000 |
| FRIENDS OF FRANKLIN PARKS | ||||||
| 1368 EASTERN FLANK CIRCLE | FRANKLIN | TN | 31013 | PUBLIC | ELLIE G'S DREAM WORLD | $22,000 |
| FRIENDS OF WARNER PARKS | ||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | PUBLIC | WARNER PARKS NATURE DISCOVERY | $30,000 |
| MAKE-A-WISH FOUNDATION OF MIDDLE TENNESSEE | ||||||
| 600 HILL AVENUE SUITE 201 | NASHVILLE | TN | 37210 | PUBLIC | FUNDING OF WISHES IN CHEATHAM COUNTY | $25,000 |
| MOTHER TO MOTHER | ||||||
| 478 ALLIED DRIVE STE 105 | NASHVILLE | TN | 37211 | PUBLIC | MOTHER TO MOTHER PROJECT: WHEELS OF GOOD FORTUNE | $20,000 |
| NASHVILLE DOLPHINS | ||||||
| 95 WHITE BRIDGE ROAD SUITE 209 | NASHVILLE | TN | 37205 | PUBLIC | 2024- 2025 FUTURE DOLPHINS PROGRAM SUPPORT | $20,000 |
| OUR WISH | ||||||
| 933 BLUFF DRIVE | BRENTWOOD | TN | 37027 | PUBLIC | GENERAL | $5,000 |
| PET COMMUNITY CENTER INC | ||||||
| 5233 HARDING PLACE 5247 | NASHVILLE | TN | 37217 | PUBLIC | PCC PROGRAM SUPPORT | $20,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | PUBLIC | PROVIDING FOOD TO CHEATHAM COUNTY FAMILIES AND CHILDREN FACING HUNGER | $70,000 |
| THE CROSSROADS CAMPUS | ||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| WALDEN'S PUDDLE | ||||||
| PO BOX 641 | JOELTON | TN | 37080 | PUBLIC | BUILDING OF A NEW FOX ENCLOSURE | $20,000 |
| YWCA NASHVILLE & MIDDLE TENNESSEE | ||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | PUBLIC | PET SAFETY, ENRICHMENT AND CARE AT ABBIE'S SAFE HOME - YWCA NASHVILLE'S ON-SIRE PET SHELTER AT THE WEAVER DOMESTIC VIOLENCE CENTER | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $592,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCHIE'S PROMISE | ||||||
| 4321 WOODBURY PIKE | MURFREESBORO | TN | 37127 | PUBLIC | HYGIENE VENDING MACHINE PROGRAM | $20,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY-ARCH ACADEMY FOR GIRLS | $100,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY-ARCH ACADEMY FOR GIRLS | $100,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY-ARCH ACADEMY FOR GIRLS | $100,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY-ARCH ACADEMY FOR GIRLS | $100,000 |
| FAMILY AND CHILDREN'S SERVICES | ||||||
| 2400 CLIFTON AVENUE | NASHVILLE | TN | 37209 | PUBLIC | F&CS MEZZANINE CAPITAL CAMPAIGN | $50,000 |
| HOPE STATION INC | ||||||
| 819 33RD AVE NORTH | NASHVILLE | TN | 37209 | PUBLIC | THE HOPE STATION LEGACY AND HOPEFUL HEARTS PROJECT | $20,000 |
| HOSPITAL HOSPITALITY HOUSE | ||||||
| 214 REIDHURST AVENUE | NASHVILLE | TN | 37203 | PUBLIC | OPERATING GRANT | $25,000 |
| MOVE INCLUSIVE DANCE | ||||||
| 7657 HIGHWAY 70 S 101 | NASHVILLE | TN | 37221 | PUBLIC | BELLEVUE STUDIO REFRESH | $25,000 |
| NASHVILLE CHILDREN'S ALLIANCE INC | ||||||
| 610 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | PUBLIC | TRAUMA THERAPY ENHANCEMENTS | $30,000 |
| SADDLE UP | ||||||
| 1549 OLD HILLSBORO RD | FRANKLIN | TN | 37069 | PUBLIC | SADDLE UP! VOLUNTEER PROGRAM SUPPORT | $25,000 |
| THE CROSSROADS CAMPUS | ||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE CROSSROADS CAMPUS | ||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PUBLIC | CAPITAL SUPPORT FOR PHASE II OF EXPANSION PROJECT OVER 5 YEARS | $50,000 |
| THE NEXT DOOR | ||||||
| 402 22ND AVE N | NASHVILLE | TN | 37203 | PUBLIC | FACILITY AND PROGRAMMATIC UPGRADE | $33,000 |
| UPRISE NASHVILLE | ||||||
| 235 WHITE BRIDGE PIKE | NASHVILLE | TN | 37209 | PUBLIC | FROM CAREERS TO COMMUNITIES: STRENGTHENING LIVES FOR NASHVILLE'S MARGINALIZED FAMILIES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $748,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $679,454 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | 211100 | -$17,789 | 14 | $94,018 |
| TD REAL ESTATE, LP | $22,126 | 14 | $7,907 | |
| TURSON, LP | 211100 | $4,009 | 14 | $1,788 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,346 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,292,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,301,290 | 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 | LJD 2021 DECLARATION TRUST | 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 | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $2,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,465 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TURSON, LP | AT COST | $17,150,885 | $15,945,000 |
| 7/6 INVESTMENT PARTNERSHIP, LP | AT COST | $4,678,942 | $3,441,000 |
| TD REAL ESTATE, LP | AT COST | $522,831 | $1,084,000 |
| DUCK SCULPTURES AND CABINET | AT COST | $139,000 | $139,000 |
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $762,503 | $682,317 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & MEMBERSHIPS | $281 | $0 | $0 | $281 |
| FOOD & BEVERAGE | $395 | $178 | $0 | $217 |
| SEMINARS, BOOKS, EDUCATION | $1,116 | $502 | $0 | $614 |
| OFFICE SUPPLIES | $3,290 | $1,481 | $0 | $1,810 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $13 | $0 | $0 | $13 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $135,396 | $135,383 | $0 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $440 | $440 | $0 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $11,452 | $11,452 | $0 | $0 |
| FROM K-1: TURSON, LP | $101,400 | $101,398 | $0 | $0 |
| MISCELLANEOUS | $1,628 | $732 | $0 | $895 |
| FROM K-1: TURSON, LP - CHARITABLE | $2 | $0 | $0 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | $76,229 | $94,018 | $0 |
| TD REAL ESTATE, LP | $30,033 | $7,907 | $0 |
| TURSON, LP | $5,797 | $1,788 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HCTS CASH MANAGEMENT | Desc |
| BOY Book Value | $20,546 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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 |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $15,405 | $15,405 | $0 | $0 |
| STATE TAXES | $1,623 | $0 | $0 | $0 |
| FEDERAL TAXES | $30,000 | $0 | $0 | $0 |
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