2014-11-11T13:40:03-08:00 2013-12-31 Frasier Dean & Howard PLLC 3310 West End Avenue Ste 550 Nashville TN 37203 990PF 2013-01-01 262886973 CAL TURNER FAMILY FOUNDATION INC CALT 6158462048 138 SECOND AVENUE NORTH NASHVILLE TN 37201 CABOT PYLE ASSISTANT SECT 2014-11-11 true Stephen T Dolan P00666397 6153836592 2013 2015-12-30 17:16:21Z X 47546477 X X 912746 884610 797958 797958 3688583 7003064 3688775 71194 115749 5470481 5487092 629 629 127897 46122 81775 21789 21789 37884 27884 586967 573615 10022 775166 670039 91797 5369193 5369193 6144359 670039 5460990 -673878 4817053 1373777 1033941 1033941 5 51765 5 5 4450620 4364459 4827585 44861482 44665361 41684946 50737644 50063766 47546477 0 X 50737644 50063766 50737644 50063766 50737644 50063766 50737644 -673878 50063766 50063766 FROM K-1: 7/6 INVESTMENT P'SHIP P 2013-01-01 2013-12-31 39569 39569 39569 FROM K-1: 7/6 INVESTMENT P'SHIP P 2000-01-01 2013-12-31 395350 395350 395350 FROM K-1: HCTS CASH MANAGEMENT P'SHIP P 2013-01-01 2013-12-31 1786 -1786 -1786 FROM K-1: HCTS CASH MANAGEMENT P'SHIP P 2000-01-01 2013-12-31 20027 -20027 -20027 FROM K-1: TURSON, LP P 2013-01-01 2013-12-31 8070 -8070 -8070 FROM K-1: TURSON, LP P 2000-01-01 2013-12-31 1096228 1096228 1096228 FROM K-1: BEDELIA STREET P 2000-01-01 2013-12-31 137857 137857 137857 55,055 SH HCA HOLDINGS INC COM P 2006-11-13 2013-12-31 2196306 623223 1573083 1573083 14,000 BANK AMER CORP COM P 2013-01-01 2013-12-31 150150 107834 42316 42316 7300 CANADIAN NATURAL RES LTD P 2013-01-01 2013-12-31 130575 121049 9526 9526 3000 CITIGROUP INC COM P 2013-04-04 2013-12-20 161982 126573 35409 35409 4000 CONTINENTAL RES INC COM P 2013-01-01 2013-03-15 327978 271813 56165 56165 85,370.437 FRANKLIN STRATEGIC INCOME CLASS P 2013-01-01 2013-12-31 904716 920179 -15463 -15463 250 APPLE INC COM P 2012-11-09 2013-12-23 142574 133757 8817 8817 5500 BANK AMER CORP COM P 2012-03-15 2013-11-29 87445 49371 38074 38074 500 FACEBOOK INC CL A P 2012-05-18 2013-12-23 28734 21486 7248 7248 4000 REGIONS FINL CORP P 2012-03-15 2013-10-23 38392 24976 13416 13416 2500 AMERICAN EXPRESS CO P 2000-01-01 2013-04-02 151232 98979 52253 52253 1000 HASBRO INC COM P 2000-01-01 2013-10-29 47985 44854 3131 3131 2500 HUMANA INC COM P 2000-01-01 2013-04-19 189981 137375 52606 52606 3700 INTEL CORP COM P 2000-01-01 2013-12-31 86187 68529 17658 17658 5000 INTELIQUENT INC COM P 2000-01-01 2013-12-31 48220 75454 -27234 -27234 8680 INTERVEST BANCSHARES CORP P 2000-01-01 2013-12-31 62698 17713 44985 44985 18,000 ISHARES SILVER TR P 2000-01-01 2013-12-31 159 159 159 1000 JOHNSON & JOHNSON CO P 2000-01-01 2013-04-25 84655 58700 25955 25955 10,000 SONIC CORP P 2000-01-01 2013-03-15 106481 90274 16207 16207 5000 SYMANTEC CORP P 2000-01-01 2013-04-19 97983 70960 27023 27023 5000 VERIZON COMMUNICATIONS P 2000-01-01 2013-12-31 229973 162800 67173 67173 CALL REGIONS FINL CORP P 2013-08-22 2013-10-28 2192 208 1984 1984 CALL BANK AMER CORP COM P 2013-11-21 2013-12-02 15986 22414 -6428 -6428 CALL APPLE INC COM P 2013-08-19 2013-12-24 20993 36077 -15084 -15084 CALL HUMANA INC COM P 2012-11-06 2013-01-19 7992 7992 7992 CALL DEVON ENERGY CO P 2012-11-06 2013-04-20 12491 12491 12491 3688775 false 4718674 44438993 0.10618 6164730 47029232 0.13108 3889102 45687661 0.08512 2676384 39021022 0.06859 2203852 55114926 0.03999 0.43096 0.08619 47170619 4065777 48171 4113948 5460990 X 48171 48171 48171 46174 20000 66174 18003 18003 false false false false false true true false true true TN true false false false false true N/A JUDY MILLER 6158462048 138 SECOND AVENUE NORTH SUITE 200 NASHVILLE TN 37201 false false false false false false false false false false false false false false false false false false false false false false false false false false H CALISTER TURNER JR 138 SECOND AVENUE NORTH NASHVILLE TN 37201 President 1.00 0 MARGARET B TURNER 138 SECOND AVENUE NORTH NASHVILLE TN 37201 Vice President 1.00 0 HURLEY C TURNER III 138 SECOND AVENUE NORTH NASHVILLE TN 37201 Treasurer 1.00 0 JENNIFER L TURNER 138 SECOND AVENUE NORTH NASHVILLE TN 37201 Secretary 1.00 0 MARK EZELL 138 SECOND AVENUE NORTH NASHVILLE TN 37201 Director 1.00 0 CABOT PYLE 138 SECOND AVENUE NORTH NASHVILLE TN 37201 ASSISTANT SECT. 1.00 0 HAL CATO 138 SECOND AVENUE NORTH NASHVILLE TN 37021 Director 1.00 0 NONE THE FAMILY OFFICE 138 SECOND AVE N STE 200 NASHVILLE TN 37201 INVEST./PROF. FEES 306418 44348714 3540239 0 47888953 0 47888953 718334 47170619 2358531 2358531 48171 48171 2310360 2310360 2310360 5460990 5460990 48171 5412819 2310360 94015 1678975 3901850 2570376 8245216 5460990 0 2310360 3150630 11395846 0 11395846 94015 1678975 3901850 2570376 3150630 H CALISTER TURNER JR CABOT PYLE 138 SECOND AVENUE NORTH NASHVILLE TN 37201 6158462053 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. SEE ATTACHMENT A VARIOUS VARIOUS TN 37201 NONE PUBLIC FOR SUPPORT OF ONGOING CHARITABLE ACTIVITIES. 5369193 5369193 SEE ATTACHMENT B VARIOUS VARIOUS TN 37201 NONE PUBLIC FOR SUPPORT OF ONGOING CHARITABLE ACTIVITIES. 6804300 6804300 14 912746 14 797958 18 3688583 7/6 INVESTMENT K-1 211110 -42220 14 80446 BEDELIA STREET K-1 14 13 COVENANT APT. FUND VI 14 -1777 DG STORE III, LP 531120 -2335 14 6746 TD REAL ESTATE LP 14 30321 -44555 5515036 5470481 false false false false false false false false false false ACCOUNTING FEES 127897 46122 0 81775 THE FAMILY OFFICE AINTREE CAPITAL 4364459 4827585 BEDELIA STREET PARTNERS, LP AT COST 4009720 2825953 TURSON, LP AT COST 27063033 26296562 7/6 INVESTMENT P'SHIP AT COST 10807556 9584713 HCTS CASH MANAGEMENT PARTNERSHIP AT COST 1808789 1374316 COVENANT APARTMENT FUND VI, LP AT COST 214505 220341 DG STORE III, LP AT COST 67932 692340 TD REAL ESTATE LP AT COST 829690 690721 LEGAL FEES 629 629 0 0 BANK OF AMERICA THIRD PARTY LENDER 3000000 2005-12 2007-03 LUMP SUM IN ONE YEAR 225,000 SHS DOLLAR GENERAL STK SATISFY CHARITABLE COMMITTMENT CASH BROKERAGE FEES 218991 218991 DUES & MEMBERSHIPS 6330 6330 FOOD & BEVERAGE 620 217 403 K-1: 7/6 INVESTMENT PARTNERSHIP 164419 164150 K-1: 7/6 INVESTMENT P'SHIP-CHARITABLE 23 23 K-1: BEDELIA STREET 19024 18982 K-1: HCTS CASH MANAGEMENT P'SHIP 6074 6029 K-1: TD REAL ESTATE LP 3439 3276 K-1: TURSON, LP 163835 161024 MISCELLANEOUS 531 183 348 OFFICE SUPPLIES 1740 84 1656 SEMINARS, BOOKS, EDUCATION 1941 679 1262 7/6 INVESTMENT K-1 38226 80446 BEDELIA STREET K-1 13 13 COVENANT APT. FUND VI -1777 -1777 DG STORE III, LP 4411 6746 TD REAL ESTATE LP 30321 30321 FEDERAL INCOME TAX 10000 FOREIGN TAX PAID 22952 22952 STATE INCOME TAX 4932 4932