CAL TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAL TURNER FAMILY FOUNDATION INC (EIN 26-2886973)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349103259
- 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
- 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 | 2025-11-17T11:02:56-06:00 | 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 | 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 | WILLIAM ALDERSON | 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 | $52,346,394 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,350,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,350,782 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,780,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,077,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,780,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $469,798 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $469,798 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,601,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,601,296 | 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 | $186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $65 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $131 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,030 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,012 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $912 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $319 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $593 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $637,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $633,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,317 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $880,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $826,889 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,133,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,133,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,013,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $826,889 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,141,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,412,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,774,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,145,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $715,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $715,525 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,373 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,578 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,373 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,373 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,357,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,585,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,682,750 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,454,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,246,874 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,940,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,967,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,554,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,346,394 | 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 | $38,967,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,554,869 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,967,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,554,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,967,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,554,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,967,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,412,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,554,869 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,554,869 | 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 | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES - CAPITAL GAIN DISTRIBUTION | P | $1,071 | $1,071 | $1,071 | |||
| COINBASE GLOBAL INCORPORATED COM CLASS A | P | $85,791 | $36,621 | $36,621 | 2024-08-07 | 2024-12-05 | $49,170 |
| FIRST TRUST RAYMOND JAMES STRA PORT SERIES 2 TERM | P | $1,476 | $145 | $145 | 2024-12-04 | $1,331 | |
| AMERICAN AIRLS GROUP INCORPORATED | P | $136,649 | -$35,439 | -$35,439 | 2021-11-26 | 2024-01-19 | $172,088 |
| CAPSTAR FINL HLDGS INCORPORATED | P | $239,128 | $47,416 | $47,416 | 2019-03-27 | 2024-01-19 | $191,712 |
| CITIGROUP GLOBAL MARKETS HOLDI INC | P | $250,000 | $0 | $0 | 2022-11-18 | 2024-05-28 | $250,000 |
| ECOVYST INCORPORATED | P | $134,812 | -$201,170 | -$201,170 | 2021-03-29 | 2024-08-08 | $335,982 |
| FIRST TRUST RAYMOND JAMES STRA PORT SERIES 2 TERM | P | $377,049 | $90,746 | $90,746 | 2023-11-21 | 2024-12-04 | $286,303 |
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $11,970 | $11,970 | $11,970 | |||
| FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP | P | $5,182 | $5,182 | $5,182 | |||
| FROM K1: TD REAL ESTATE, LP | P | $218,237 | $218,237 | $218,237 | |||
| FROM K1: TURSON, LP | P | $16,389 | $16,389 | $16,389 | |||
| FROM K1: TURSON, LP | P | $2,720,966 | $2,720,966 | $2,720,966 | |||
| FROM K1: TURSON, LP | P | -$53 | -$53 | $53 | |||
| FROM K1: TURSON, LP | P | -$10,856 | -$10,856 | $10,856 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $85,014 | $85,014 | $85,014 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $574,384 | $574,384 | $574,384 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $181,860 | $181,860 | $181,860 | |||
| FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP | P | $37,957 | $37,957 | $37,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,780,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,305 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,305 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,941 | OverpaymentAmt |
| Applied To ES Tax | $37,941 | 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 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H CALISTER TURNER JR | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | PRESIDENT/MEMBER | 1.00 | $0 | $0 | $0 |
| HURLEY C TURNER III | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | TREASURER/MEMBER | 1.00 | $0 | $0 | $0 |
| ALEX TURNER | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| HURLEY C TURNER IV | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILL TURNER | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASVILLE | TN | 37203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM ALDERSON | ||||||||
| 333 11TH AVENUE SOUTH SUITE 500 | NASHVILLE | TN | 37203 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $50,775,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,634,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,409,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,409,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $801,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,608,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,630,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,630,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,364 | TotalTaxAmt |
| Distributable Before Adj | $2,564,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,564,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,564,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,141,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,141,931 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,564,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,813,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,834,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,520,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,757,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,192,431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,119,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,141,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,564,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,577,869 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,697,106 | 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 | $5,813,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,883,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,834,980 | ExcessFromYear4Amt |
| Excess From Year3 | $1,520,555 | ExcessFromYear3Amt |
| Excess From Year2 | $1,757,328 | ExcessFromYear2Amt |
| Excess From Year1 | $1,192,431 | ExcessFromYear1Amt |
| Excess From Current Year | $7,577,869 | 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 | 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 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAREFOOT REPUBLIC CAMP | ||||||
| 8824 BROWNSFORD ROAD | FOUNTAIN RUN | KY | 42133 | PUBLIC | FRA TURNER FELLOWS | $5,760 |
| BETHLEHEM CENTERS OF NASHVILLE | ||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | PUBLIC | FRA TURNER FELLOWS | $2,880 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | CHURCH | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $500,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY CAPITAL CAMPAIGN | $500,000 |
| DREAM STREETS | ||||||
| 520 39TH AVENUE N | NASHVILLE | TN | 37209 | PUBLIC | FRA TURNER FELLOWS | $5,760 |
| FANNIE BATTLE DAY HOME FOR CHILDREN | ||||||
| 108 CHAPEL AVENUE | NASHVILLE | TN | 37206 | PUBLIC | FRA TURNER FELLOWS | $2,880 |
| FIRST STEPS INC | ||||||
| 1900 GRAYBAR LANE | NASHVILLE | TN | 37215 | PUBLIC | FRA TURNER FELLOWS | $2,880 |
| FRANKLIN ROAD ACADEMY | ||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | PUBLIC | FRA TURNER FELLOWS 2024-25 | $94,560 |
| FRIENDS OF THE SHRINE OF ST NICHOLAS | ||||||
| 375 BEVERLY PLACE | MAHWAH | NJ | 07430 | PUBLIC | GENERAL SUPPORT | $500,000 |
| FRIENDS OF WARNER PARKS | ||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | PUBLIC | GENERAL OPERATING SUPPORT - CAL TURNER IV DISCRETIONARY FUNDS | $25,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | DOCUMENTARY PROJECT | $250,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | FROM THE HEART DOCUMENTARY - DIVIDE AND CONQUER | $350,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | FROM THE HEART DOCUMENTARY INSTALLMENT | $350,000 |
| GILDA'S CLUB NASHVILLE | ||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | PUBLIC | OPERATING SUPPORT TO LAUNCH AND FUND NEW CLIENT CLIENT RELATIONS MANAGEMENT SYSTEM | $59,000 |
| JUDGE DINKINS EDUCATIONAL CENTER | ||||||
| PO BOX 280284 | NASHVILLE | TN | 37228 | PUBLIC | GENERAL SUPPORT | $50,000 |
| LEGACY MISSION VILLAGE | ||||||
| 5123 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | FRA TURNER FELLOWS | $5,760 |
| PRESTON TAYLOR MINISTRIES | ||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | PUBLIC | FRA TURNER FELLOWS | $5,760 |
| REFUGE CENTER FOR COUNSELING INC | ||||||
| 103 FORREST CROSSING BLVD SUITE 102 | FRANKLIN | TN | 37064 | PUBLIC | BUILDING REFUGE | $250,000 |
| SECOND CHANCE K9 SERVICE DOGS | ||||||
| 1960 MADISON STREET SUITE J 187 | CLARKSVILLE | TN | 37043 | PUBLIC | SECOND CHANCE K9 SERVICE DOGS | $60,000 |
| SHOWER THE PEOPLE | ||||||
| 6100 CENTENNIAL BOULEVARD | NASHVILLE | TN | 37209 | PUBLIC | FRA TURNER FELLOWS | $2,880 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | GENERAL SUPPORT | $100,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | CAPITAL SUPPORT FOR NEW BUILDING | $4,000,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | CAPITAL SUPPORT FOR NEW BUILDING | $250,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | CAPITAL SUPPORT FOR NEW BUILDING | $250,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | CAPITAL SUPPORT FOR NEW BUILDING | $250,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | CAPITAL SUPPORT FOR NEW BUILDING | $210,000 |
| THE RED ROAD | ||||||
| PO BOX 1565 | FRANKLIN | TN | 37065 | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC | ||||||
| 3322 WEST END AVE SUITE 900 | NASHVILLE | TN | 37203 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL | $1,000,000 |
| VETERAN TICKETS FOUNDATION | ||||||
| 1255 W RIO SALADO PKWY SUITE 209 | TEMPE | AZ | 85281 | PUBLIC | VETERAN SPONSORED TICKETS FOR NASHVILLE KATS GAMES | $25,000 |
| WILLIAMSON MEDICAL CENTER FOUNDATION INC | ||||||
| 4321 CAROTHERS PARKWAY | FRANKLIN | TN | 37067 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,133,120 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| BRENTWOOD UNITED METHODIST CHURCH (BUMC) | ||||||
| 309 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | PUBLIC | CAPITAL SUPPORT FOR BUILDING RENOVATIONS - MATCHING CAMPAIGN | $250,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY CAPITAL CAMPAIGN | $500,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY CAPITAL CAMPAIGN | $500,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY CAPITAL CAMPAIGN | $500,000 |
| CUMBERLAND HEIGHTS FOUNDATION | ||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | PUBLIC | RECOVERY IN COMMUNITY CAPITAL CAMPAIGN | $500,000 |
| FRANKLIN ROAD ACADEMY | ||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | PUBLIC | CAPITAL CAMPAIGN | $500,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | DIVIDE AND CONQUER DOCUMENTARY - FOLEY, SOUND MIX, COLOR GRADING AND MASTERING | $350,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | DIVIDE AND CONQUER DOCUMENTARY - FOLEY, SOUND MIX, COLOR GRADING AND MASTERING | $325,000 |
| FROM THE HEART PRODUCTIONS INC | ||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | PUBLIC | DIVIDE AND CONQUER DOCUMENTARY - FOLEY, SOUND MIX, COLOR GRADING AND MASTERING | $350,000 |
| GOLD STAR MENTORS INC | ||||||
| PO BOX 123815 | NASHVILLE | TN | 37212 | PUBLIC | GUITAR LESSONS | $25,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | GENERAL SUPPORT | $100,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHRUCH | GENERAL SUPPORT | $100,000 |
| ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH | ||||||
| 4602 INDIANA AVENUE | NASHVILLE | TN | 37209 | CHURCH | GENERAL SUPPORT | $100,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC | ||||||
| 3322 WEST END AVE SUITE 900 | NASHVILLE | TN | 37203 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL | $1,000,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC | ||||||
| 3322 WEST END AVE SUITE 900 | NASHVILLE | TN | 37203 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL | $1,000,000 |
| WILLIAMSON MEDICAL CENTER FOUNDATION INC | ||||||
| 4321 CAROTHERS PARKWAY | FRANKLIN | TN | 37067 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS | $1,000,000 |
| WILLIAMSON MEDICAL CENTER FOUNDATION INC | ||||||
| 4321 CAROTHERS PARKWAY | FRANKLIN | TN | 37067 | PUBLIC | CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,350,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,350,782 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,780,440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT PARTNERSHIP, LP | 211100 | -$73,745 | 14 | $434,182 |
| TD REAL ESTATE, LP | 531120 | $54,821 | 14 | $28,028 |
| TURSON, LP | 211100 | $4,130 | 14 | $3,007 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,794 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,616,090 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,601,296 | 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 | $5,800 | Amt |
| Net Investment Income | $2,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,770 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES | $12,476,342 | $24,401,094 |
| NORTHERN TRUST | $108,755 | $2,281,656 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TURSON, LP | AT COST | $8,418,719 | $12,529,000 |
| 7/6 INVESTMENT PARTNERSHIP | AT COST | $9,970,589 | $9,408,000 |
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $7 | $11,746 |
| TD REAL ESTATE LP | AT COST | $1,857,559 | $2,992,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $186 | LegalFeesAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $131 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & MEMBERSHIPS | $282 | $0 | $282 |
| OFFICE SUPPLIES | $3,059 | $0 | $3,059 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE | $55 | $0 | $55 |
| FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP | $452,020 | $452,020 | $0 |
| FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP | $1,163 | $1,163 | $0 |
| FROM K-1: TD REAL ESTATE, LP | $41,910 | $41,910 | $0 |
| FROM K-1: TURSON, LP | $138,544 | $138,544 | $0 |
| FROM K-1: TURSON, LP - CHARITABLE | $2 | $0 | $2 |
| SEMINARS AND EDUCATION | $668 | $0 | $668 |
| FOOD AND BEVERAGE | $251 | $0 | $251 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RAYMOND JAMES - OTHER INCOME | $19,375 | $19,375 | $19,375 |
| 7/6 INVESTMENT PARTNERSHIP, LP | $360,437 | $419,388 | $0 |
| TD REAL ESTATE, LP | $82,849 | $28,028 | $0 |
| TURSON, LP | $7,137 | $3,007 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $165,826 | Amt |
| Net Investment Income | $165,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $25,012 | $25,012 | $0 |
| FEDERAL INCOME TAX | $44,621 | $0 | $0 |
| STATE TAX | $21 | $0 | $0 |
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