2025-11-17T11:02:56-06:00 2024-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990PF 2024-01-01 262886973 CAL TURNER FAMILY FOUNDATION INC CALT 6158462048 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 WILLIAM ALDERSON ASSISTANT SECRETARY 6158462048 2025-11-15 1 1 APRIL MITCHELL CPA P01084416 6153774600 2025-11-15 2024 2025-03-06 01:10:19Z X 52346394 X X 276 276 1350782 1350782 3780440 5077935 3780440 469798 469798 5601296 5601296 0 0 0 186 65 131 5800 2030 3770 165826 165826 0 69654 25012 0 912 319 593 637954 633637 4317 880332 826889 8811 10133120 10133120 11013452 826889 10141931 -5412156 4774407 5145577 715525 715525 7373 9578 7373 7373 12357023 12585097 26682750 21454847 20246874 24940746 38967025 33554869 52346394 0 0 X 0 0 0 0 38967025 33554869 38967025 33554869 38967025 33554869 38967025 -5412156 0 33554869 0 33554869 RAYMOND JAMES - CAPITAL GAIN DISTRIBUTION P 1071 1071 1071 COINBASE GLOBAL INCORPORATED COM CLASS A P 2024-08-07 2024-12-05 85791 49170 36621 36621 FIRST TRUST RAYMOND JAMES STRA PORT SERIES 2 TERM P 2024-12-04 1476 1331 145 145 AMERICAN AIRLS GROUP INCORPORATED P 2021-11-26 2024-01-19 136649 172088 -35439 -35439 CAPSTAR FINL HLDGS INCORPORATED P 2019-03-27 2024-01-19 239128 191712 47416 47416 CITIGROUP GLOBAL MARKETS HOLDI INC P 2022-11-18 2024-05-28 250000 250000 0 0 ECOVYST INCORPORATED P 2021-03-29 2024-08-08 134812 335982 -201170 -201170 FIRST TRUST RAYMOND JAMES STRA PORT SERIES 2 TERM P 2023-11-21 2024-12-04 377049 286303 90746 90746 FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP P 11970 11970 11970 FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP P 5182 5182 5182 FROM K1: TD REAL ESTATE, LP P 218237 218237 218237 FROM K1: TURSON, LP P 16389 16389 16389 FROM K1: TURSON, LP P 2720966 2720966 2720966 FROM K1: TURSON, LP P 53 -53 -53 FROM K1: TURSON, LP P 10856 -10856 -10856 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 85014 85014 85014 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 574384 574384 574384 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 181860 181860 181860 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 37957 37957 37957 3780440 66364 0 66364 0 66364 49000 0 55305 0 104305 0 37941 37941 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 THECALTURNERFAMILYFOUNDATION.ORG MORGAN COOLEY 6158462048 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 50775067 2634598 0 53409665 0 0 53409665 801145 52608520 2630426 2630426 66364 66364 2564062 0 2564062 0 2564062 10141931 0 10141931 2564062 0 0 5813943 1834980 1520555 1757328 1192431 12119237 10141931 0 0 0 2564062 7577869 0 0 19697106 0 0 0 0 0 0 5813943 13883163 1834980 1520555 1757328 1192431 7577869 H CALISTER TURNER JR LIZZY MARTIN 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 6158462103 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. NONE NO GRANTS FOR: INDIVIDUALS, LOANS, TRAVEL OR SEMINARS, GOVERNMENT AGENCIES, POLITICAL PURPOSES, DINNER EVENTS, OTHER PRIVATE FOUNDATIONS, TELETHONS. 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