BETA

THE CANO AND ESEN OZGENER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE CANO AND ESEN OZGENER FOUNDATION (EIN 26-6158556)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201641379349102929
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T14:18:07-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266158556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CANO AND ESEN OZGENER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCANOBusinessNameControlTxt
Phone6157905998PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 DUNHAM SPRINGS LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372052605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANO OZGENERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6157905998PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA L LONGPreparerPersonNm
PTINP00547043PTIN
Phone6152427351PhoneNum
Preparation2016-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$117,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,850DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,850DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,580NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,810,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,580CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,442TotalRevAndExpnssAmt
Total Net Invst Incm$59,442TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$5,200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,183OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,183OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,383TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,183TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,658,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,658,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,672,883TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,183TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,658,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,613,441ExcessRevenueOverExpensesAmt
Net Investment Income$50,259NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$217,796SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$117,544SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$117,544SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$403,670CorporateStockBOYAmt
Corporate Stock EOY$102,630CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$586,865CorporateBondsBOYAmt
Corporate Bonds EOY$166,941CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$946,069OtherInvestmentsBOYAmt
Other Investments EOY$194,696OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$42,424OtherAssetsBOYAmt
Other Assets EOY$1,572OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,196,824TotalAssetsBOYAmt
Total Assets EOY$583,383TotalAssetsEOYAmt
Total Assets EOYFMV$117,544TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,196,824UnrestrictedBOYAmt
Unrestricted EOY$583,383UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,196,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$583,383TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,196,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$583,383TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,196,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,613,441ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$583,383SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$583,383TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM GAIN/LOSS SEE ATTACHEDP$1,516,708$1,494,465$22,243$22,243
SHORT TERM GAIN/LOSS SEE ATTACHEDP$294,077$303,740-$9,663-$9,663
FieldValueIRS element (for citing)
Capital Gain Net Income$12,580CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,781,769AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,110,705NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.572786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$466,897AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,962,884NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.117817DistributionYr2Rt
Adjusted Qlfy Distri Yr3$199,501AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,728,053NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073129DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,855AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,731,595NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.033261DistributionYr4Rt
Adjusted Qlfy Distri Yr5$136,461AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,548,844NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053538DistributionYr5Rt
Total Distribution0.850531TotalDistributionRt
Average Distribution0.170106AverageDistributionRt
Net Vl Noncharitable Assets$1,312,539NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$223,271AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$503NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$223,774AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,658,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$503InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$503SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$503TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,211EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,211TotalPaymentsAndCreditsAmt
Overpayment$4,708OverpaymentAmt
Applied To ES Tax$4,708AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CANO OZGENERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6157905998PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 DUNHAM SPRINGS LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372052605ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CANO OZGENER
101 DUNHAM SPRINGS LANENASHVILLETN37205PRESIDENT0.00$0$0$0
ESEN OZGENER
101 DUNHAM SPRINGS LANENASHVILLETN37205SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,214,712AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,332,527TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,332,527AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,312,539NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,627MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,627MinimumInvestmentReturnAmt
Tax Based On Investment Income$503TaxBasedOnInvestmentIncomeAmt
Total Tax$503TotalTaxAmt
Distributable Before Adj$65,124DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,124DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,124DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,658,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,658,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$503PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,657,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,124DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$55,024ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$275,659ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,633,172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,963,855TotalExcessDistributionCyovAmt
Qualifying Distributions$1,658,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,593,376RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,557,231TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,557,231ExcessDistriCyovToNextYrAmt
Excess From Year3$55,024ExcessFromYear3Amt
Excess From Year2$275,659ExcessFromYear2Amt
Excess From Year1$1,633,172ExcessFromYear1Amt
Excess From Current Year$1,593,376ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCANO OZGENERContributingManagerNm
Contributing ManagerESEN OZGENERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
BOLSAHAY FOUNDATION
2855 VICTOR DORE STREETMONTREALCAH3M1S7N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$1,200
COLUMBIA UNIVERSITY
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$2,200622 W 113TH STREETNEW YORKNY10025
INTERNATIONAL HOUSE
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$200500 RIVERSIDE DRIVENEW YORKNY10027
NASHVILLE HUMANE ASSOCIATION
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$2,000213 OCEOLA AVENUENASHVILLETN37209
OAK HILL SCHOOL
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$3504815 FRANKLIN PIKENASHVILLETN37220
OZ ARTS INC
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$1,645,0006172 COCKRILL BEND CIRNASHVILLETN37209
UCLA FOUNDATION
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$1,00010920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024
VANDERBILT INGRAM CANCER CENTER
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$4,0002220 PIERCE AVENASHVILLETN37212
CURREY INGRAM ACADEMY
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$2006544 MURRAY LANEBRENTWOODTN37027
WATKINS COLLEGE OF ART
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$2,2002298 ROSA L PARKS BLVDNASHVILLETN37228
CHEEKWOOD
N/AOTHER PUBLIC CHARITYCONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY$1501200 FORREST PARK DRIVENASHVILLETN37205
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,658,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,850ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,580ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,442ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,442TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS - CORPORATE BONDSBondNm
EOY Book Value$166,941EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS - EQUITIESStockNm
EOY Book Value$102,630EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS - FIXED INCOMEAT COST$165,596$0
ARTAT COST$29,100$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH ALTERNATIVESDesc
BOY Book Value$42,424BOYBookValueAmt
EOY Book Value$1,572EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$9,183RevenueAndExpensesPerBooksAmt
Net Investment Income$9,183NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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