THE CANO AND ESEN OZGENER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CANO AND ESEN OZGENER FOUNDATION (EIN 26-6158556)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101911
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T17:01:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-12 | 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 | 2015-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,249,507 | 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 |
| Dividends Rev And Expnss | $173,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,855,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,897 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $371,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,977 | 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $332 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,785,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,785,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,817,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,785,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,445,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $234,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $217,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $954,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $403,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $431,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,097,340 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $586,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $650,827 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,356,379 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $946,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $907,113 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,424 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,642,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,196,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,249,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,642,823 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,196,824 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,642,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,196,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,642,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,196,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,642,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,445,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,197,774 | SubtotalAmt |
| Other Decreases | $950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,196,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $1,855,410 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,656,513 | CostOrOtherBasisAmt |
| Gain Or Loss | $198,897 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $198,897 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,897 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $466,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,962,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,501 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,728,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073129 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,731,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033261 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,548,844 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,211,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061035 | DistributionYr5Rt |
| Total Distribution | 0.338780 | TotalDistributionRt |
| Average Distribution | 0.067756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,110,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,469 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,238 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,785,238 | 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 | $3,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,480 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,211 | OverpaymentAmt |
| Applied To ES Tax | $5,211 | 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 | $3,065,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,158,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,158,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,110,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,469 | TotalTaxAmt |
| Distributable Before Adj | $152,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,785,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,785,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,469 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,781,769 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $55,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $275,659 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,785,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $152,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,633,172 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,963,855 | 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 | $1,963,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $55,024 | ExcessFromYear2Amt |
| Excess From Year1 | $275,659 | ExcessFromYear1Amt |
| Excess From Current Year | $1,633,172 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | |||||||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,000 | ||||
| FUND FOR ARMENIAN RELIEF | |||||||||||
| 630 SECOND AVENUE | NEW YORK | NY | 10016 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $500 | ||||
| INTERNATIONAL HOUSE | |||||||||||
| 500 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $200 | ||||
| NASHVILLE HUMANE ASSOCIATION | |||||||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $2,000 | ||||
| OZ ARTS INC | |||||||||||
| 6172 COCKRILL BEND CIR | NASHVILLE | TN | 37209 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,755,000 | ||||
| VANDERBILT INGRAM CANCER CENTER | |||||||||||
| 2220 PIERCE AVE | NASHVILLE | TN | 37212 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $10,000 | ||||
| VISITATION HOSPITAL FOUNDATION | |||||||||||
| 2500 21ST AVENUE SOUTH | NASHVILLE | TN | 37212 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,000 | ||||
| STORM KING ART CENTER | |||||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $250 | ||||
| BOLSAHAY FOUNDATION | |||||||||||
| N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $1,000 | 2855 VICTOR DORE STREET | MONTREAL | CA | H3M1S7 | ||||
| ST NERSESS ARMENIAN SEMINARY | |||||||||||
| 150 STRATTON ROAD | NEW ROCHELLE | NY | 10804 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $250 | ||||
| FAMILY & CHILDREN'S SERVICE | |||||||||||
| 201 23RD AVENUE NORTH | NASHVILLE | TN | 37203 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $2,000 | ||||
| UCLA FOUNDATION | |||||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $3,500 | ||||
| NASHVILLE SYMPHONY | |||||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $3,088 | ||||
| YOU HAVE THE POWER | |||||||||||
| 2814 12TH AVENUE SOUTH SUITE 211 | NASHVILLE | TN | 37204 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $2,500 | ||||
| CHILDREN'S HOUSE OF NASHVILLE | |||||||||||
| 3404 BELMONT BLVD | NASHVILLE | TN | 37215 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $100 | ||||
| CITY OF HOPE | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $2,500 | ||||
| OAK HILL SCHOOL | |||||||||||
| 4815 FRANKLIN PIKE | NASHVILLE | TN | 37220 | N/A | OTHER PUBLIC CHARITY | CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY | $350 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,785,238 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $371,977 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,977 | 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 EXPENSES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - CORPORATE BONDS | BondNm |
| EOY Book Value | $586,865 | EOYBookValueAmt |
| EOYFMV | $650,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - EQUITIES | StockNm |
| EOY Book Value | $403,670 | EOYBookValueAmt |
| EOYFMV | $431,347 | 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 | $916,969 | $878,013 |
| 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 | $0 | BOYBookValueAmt |
| EOY Book Value | $42,424 | EOYBookValueAmt |
| EOYFMV | $42,424 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILE FUND BALANCE TO NET ASSETS | Desc |
| Amt | $950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $24,703 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $332 | $332 | $0 |
| FEDERAL TAXES | $3,253 | $0 | $0 |
Comments