DUGAS FAMILY FOUNDATION II INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DUGAS FAMILY FOUNDATION II INC (EIN 46-1031688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349100747
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T13:42:32-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frasier Dean & Howard PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 West End Avenue Ste 550 | AddressLine1 |
| City | Nashville | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461031688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGAS FAMILY FOUNDATION II INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUGA | BusinessNameControlTxt |
| Phone | 6158462048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 SECOND AVENUE NORTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CABOT PYLE | PersonNm |
| Person Title | ASST SECRETARY | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen T Dolan | PreparerPersonNm |
| PTIN | P00666397 | PTIN |
| Phone | 6153836592 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,762,557 | 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 | $221,666 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215,596 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $353,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,407 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $761,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $774,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $653 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $797 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,411 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,675 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $6,435 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,435 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,545 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $105,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,375,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,375,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,634,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,421,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$873,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $864,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $864,091 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7 | AcctRcvblAmt |
| Acct Rcvbl EOY | $7 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7 | AcctRcvblEOYFMVAmt |
| Other Investments EOY | $12,683,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,898,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $13,547,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,762,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning EOY | $13,547,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,547,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,547,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | -$873,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,420,535 | OtherIncreasesAmt |
| Subtotal | $13,547,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,547,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1: 7/6 INVESTMENT P'SHIP | P | 2013-01-01 | 2013-12-31 | $13,729 | $13,729 | $13,729 | |
| FROM K-1: 7/6 INVESTMENT P'SHIP | P | 2000-01-01 | 2013-12-31 | $125,407 | $125,407 | $125,407 | |
| FROM K-1: HCTS CASH MANAGEMENT P'SHIP | P | 2013-01-01 | 2013-12-31 | -$478 | -$478 | $478 | |
| FROM K-1: HCTS CASH MANAGEMENT P'SHIP | P | 2000-01-01 | 2013-12-31 | -$5,359 | -$5,359 | $5,359 | |
| FROM K-1: TURSON, LP | P | 2013-01-01 | 2013-12-31 | $26,660 | $26,660 | $26,660 | |
| FROM K-1: TURSON, LP | P | 2000-01-01 | 2013-12-31 | $204,614 | $204,614 | $204,614 | |
| FROM K-1: BEDELIA STREET | P | 2000-01-01 | 2013-12-31 | $29,540 | $29,540 | $29,540 | |
| FROM K-1: CHERRY STREET | P | 2000-01-01 | 2013-12-31 | -$40,419 | -$40,419 | $40,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,811,870 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,111,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.16306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,146,481 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,119,115 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.17712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $749,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,895,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06297 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $943,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,537,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,835 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,091,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02702 | DistributionYr5Rt |
| Total Distribution | 0.51966 | TotalDistributionRt |
| Average Distribution | 0.10393 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,838,252 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,126,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,132,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,421,364 | 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 | $5,764 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,764 | SubtotalAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,236 | OverpaymentAmt |
| Applied To ES Tax | $14,236 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158462048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 SECOND AVENUE NORTH STE 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAURA TURNER DUGAS | ||||||
| 138 SECOND AVENUE N STE 200 | NASHVILLE | TN | 37201 | President | 1.00 | $5,000 |
| WAYNE FOSTER DUGAS | ||||||
| 138 SECOND AVENUE N STE 200 | NASHVILLE | TN | 37201 | Vice President | 1.00 | $5,000 |
| WAYNE FOSTER DUGAS JR | ||||||
| 138 SECOND AVENUE N STE 200 | NASHVILLE | TN | 37201 | Treasurer | 1.00 | $5,000 |
| PAMELA L DUGAS | ||||||
| 138 SECOND AVENUE N STE 200 | NASHVILLE | TN | 37201 | Secretary | 1.00 | $5,000 |
| CABOT PYLE | ||||||
| 138 SECOND AVENUE N STE 200 | NASHVILLE | TN | 37201 | ASST SECRETARY | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAMILY OFFICE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 SECOND AVENUE NORTH SUITE 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. & PROF. FEES | ServiceTypeTxt |
| Compensation | $99,702 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,932,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,071,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,003,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,003,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,838,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,764 | TotalTaxAmt |
| Distributable Before Adj | $536,149 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $536,149 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $536,149 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,421,364 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,421,364 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,764 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,415,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $536,149 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $423,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $169,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,565,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,279,481 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,436,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,421,364 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $536,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $885,215 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,322,154 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,322,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $423,110 | ExcessFromYear4Amt |
| Excess From Year3 | $169,232 | ExcessFromYear3Amt |
| Excess From Year2 | $1,565,116 | ExcessFromYear2Amt |
| Excess From Year1 | $1,279,481 | ExcessFromYear1Amt |
| Excess From Current Year | $885,215 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CABOT PYLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 SECOND AVENUE NORTH SUITE 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6158462053 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM PROVIDED BY THE FOUNDATION. INCLUDE: DOCUMENTATION OF TAX EXEMPT STATUS, LIST OF OFFICERS & DIRECTORS, MOST RECENT AUDITED FINANCIAL STATEMENTS, INTERNAL FINANCIAL STATEMENTS, OPERATING BUDGET, AND PROJECTED BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS FOR: INDIVIDUALS, LOANS TRAVEL OR SEMINARS, POLITICAL PURPOSES, DINNER EVENTS, OTHER PRIVATE FOUNDATIONS, TELETHONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT ONGOING CHARITABLE PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $1,375,277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,375,277 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT B | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | TN | State |
| ZIP Code | 37201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT ONGOING CHARITABLE PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $1,068,444 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,068,444 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,666 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,694 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 7/6 INVESTMENT K-1 | 211110 | -$17,589 | 14 | $29,144 |
| BEDELIA STREET K-1 | 14 | $2 | ||
| CHERRY ST. PARTNERS K-1 | 14 | -$96 | ||
| DG STORE III, LP K-1 | 531120 | -$794 | 14 | $2,293 |
| TD REAL ESTATE LP K-1 | 14 | $6,064 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$18,383 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $761,777 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,391 | Amt |
| Net Investment Income | $25,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,980 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAMILY OFFICE | BusinessNameLine1 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HCTS CASH MANAGEMENT PARTNERSHIP | AT COST | $269,832 | $205,222 |
| TURSON, LP | AT COST | $7,534,833 | $6,535,848 |
| 7/6 INVESTMENT PARTNERSHIP | AT COST | $3,618,628 | $3,011,191 |
| BEDELIA STREET PARTNERS, LP | AT COST | $859,228 | $605,561 |
| CHERRY STREET PARTNERS, LP | AT COST | $119,042 | $28,117 |
| DG STORE III, LP | AT COST | $23,095 | $235,376 |
| TD REAL ESTATE, LP | AT COST | $165,937 | $138,144 |
| DUCK SCULPTURES AND CABINET | AT COST | $139,000 | $139,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,450 | LegalFeesAmt |
| Net Investment Income | $653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $797 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & MEMBERSHIPS | $2,388 | $2,388 | |
| FOOD & BEVERAGE | $253 | $139 | $114 |
| FROM K-1: 7/6 INVESTM. CHARITABLE | $10 | $10 | |
| FROM K-1: 7/6 INVESTM. P'SHIP, LP | $49,183 | $49,069 | |
| FROM K-1: BEDELIA STREET PTRS | $4,076 | $4,067 | |
| FROM K-1: CHERRY STREET PTRS | $348 | $348 | |
| FROM K-1: HCTS CASH MGMTP'SHIP | $1,422 | $1,415 | |
| FROM K-1: TD REAL ESTATE LP | $688 | $655 | |
| FROM K-1: TURSON, LP | $43,503 | $42,893 | |
| INSURANCE | $1,671 | $1,671 | |
| MISCELLANEOUS | $35 | $18 | $17 |
| OFFICE SUPPLIES | $625 | $625 | |
| SEMINARS, BOOKS, EDUCATION | $834 | $459 | $375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 7/6 INVESTMENT K-1 | $11,555 | $29,144 |
| BEDELIA STREET K-1 | $2 | $2 |
| CHERRY ST. PARTNERS K-1 | -$96 | -$96 |
| DG STORE III, LP K-1 | $1,499 | $2,293 |
| TD REAL ESTATE LP K-1 | $6,064 | $6,064 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSFER OF ASSETS - SEE ATTACHMENTS D, E & F | Description |
| Amount | $14,420,535 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $49,675 | Amt |
| Net Investment Income | $49,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $15,000 | |
| FOREIGN TAXES WITHHELD | $6,492 | $6,492 |
| STATE INCOME TAX | $1,053 | $1,053 |
Comments