THE CANO AND ESEN OZGENER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CANO AND ESEN OZGENER FOUNDATION (EIN 26-6158556)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201721309349102147
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:49:04-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266158556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CANO AND ESEN OZGENER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CANO | BusinessNameControlTxt |
| Phone | 6157905998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 DUNHAM SPRINGS LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372052605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANO OZGENER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6157905998 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA L LONG | PreparerPersonNm |
| PTIN | P00547043 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2017-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.128.78.96 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-04 | IPDt |
| IP Tm | 16:40:45 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B147D5DB5354F4433EF8CC30FD2E455E428B137 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1DBDD3298F751560B47CDAA9677E104597579B6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,832 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$19,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,818 | 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 |
| Other Expenses Rev And Expnss | $505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $492,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $492,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$512,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $102,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,329 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $166,941 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,949 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $194,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,357 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,572 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,890 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,890 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $583,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $583,383 | UnrestrictedBOYAmt |
| Unrestricted EOY | $71,013 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $583,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $583,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $583,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$512,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $251 | OtherIncreasesAmt |
| Subtotal | $71,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM GAIN/LOSS SEE ATTACHED | P | $39,730 | $45,060 | -$5,330 | -$5,330 |
| LONG TERM GAIN/LOSS SEE ATTACHED | P | $361,643 | $379,042 | -$17,399 | -$17,399 |
| CAPITAL GAINS DIVIDENDS | P | $615 | $615 | $615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,657,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,312,539 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.263198 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,781,769 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,110,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.572786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $466,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,962,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117817 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $199,501 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,728,053 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073129 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,731,595 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033261 | DistributionYr5Rt |
| Total Distribution | 2.060191 | TotalDistributionRt |
| Average Distribution | 0.412038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $492,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,708 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,708 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,685 | OverpaymentAmt |
| Applied To ES Tax | $4,685 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANO OZGENER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6157905998 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 DUNHAM SPRINGS LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372052605 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CANO OZGENER | ||||||||
| 101 DUNHAM SPRINGS LANE | NASHVILLE | TN | 37205 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ESEN OZGENER | ||||||||
| 101 DUNHAM SPRINGS LANE | NASHVILLE | TN | 37205 | SECRETARY | 0.00 | $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 | $112,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $6,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $492,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $492,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $55,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,659 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,633,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,593,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,557,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $486,693 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,043,924 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,043,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,024 | ExcessFromYear4Amt |
| Excess From Year3 | $275,659 | ExcessFromYear3Amt |
| Excess From Year2 | $1,633,172 | ExcessFromYear2Amt |
| Excess From Year1 | $1,593,376 | ExcessFromYear1Amt |
| Excess From Current Year | $486,693 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CANO OZGENER | ContributingManagerNm |
| Contributing Manager | ESEN OZGENER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOLSAHAY FOUNDATION | |||||||||||
| 2855 VICTOR DORE STREET | MONTREAL | CA | H3M1S7 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,200 | ||||
| CITY OF HOPE | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,000 | 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | ||||
| CURREY INGRAM ACADEMY | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $220 | 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | ||||
| INTERNATIONAL HOUSE | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $200 | 500 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | ||||
| NASHVILLE HUMANE ASSOCIATION | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $2,500 | 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | ||||
| NASHVILLE SYMPHONY | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,000 | ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | ||||
| OAK HILL SCHOOL | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $700 | 4815 FRANKLIN PIKE | NASHVILLE | TN | 37220 | ||||
| OZ ARTS INC | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $483,000 | 6172 COCKRILL BEND CIR | NASHVILLE | TN | 37209 | ||||
| VANDERBILT INGRAM CANCER CENTER | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $3,000 | 2220 PIERCE AVE | NASHVILLE | TN | 37212 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $492,820 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$19,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$19,296 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - CORPORATE BONDS | BondNm |
| EOY Book Value | $16,147 | EOYBookValueAmt |
| EOYFMV | $16,949 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - EQUITIES | StockNm |
| EOY Book Value | $8,196 | EOYBookValueAmt |
| EOYFMV | $8,329 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - FIXED INCOME | AT COST | $15,373 | $14,257 |
| ART | AT COST | $29,100 | $29,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ALTERNATIVES | Desc |
| BOY Book Value | $1,572 | BOYBookValueAmt |
| EOY Book Value | $1,890 | EOYBookValueAmt |
| EOYFMV | $1,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $251 | Amt |
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