THE CANO AND ESEN OZGENER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE CANO AND ESEN OZGENER FOUNDATION (EIN 26-6158556)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201301359349101825
Schema version: 2012v2.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T14:29:17-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	620713250	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KRAFTCPAS PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 GREAT CIRCLE ROAD	AddressLine1
City	NASHVILLE	City
State	TN	State
ZIP Code	37228	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	266158556	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE CANO AND ESEN OZGENER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CANO	NameControl
Phone	6157905998	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 DUNHAM SPRINGS LANE	AddressLine1
City	NASHVILLE	City
State	TN	State
ZIP Code	372052605	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CANO OZGENER	Name
Title	PRESIDENT	Title
Phone	6157905998	Phone
Date Signed	2013-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	EDMOND DUNLAVY	Name
PTIN	P00317384	PTIN
Phone	6152427351	Phone
Date Prepared	2013-05-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	4015058	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1348689	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	96990	DividendsRevAndExpnss
Dividends Net Invst Incm	96990	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	292937	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	906774	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	292937	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1738616	TotalRevenueAndExpenses
Total Net Investment Income	389927	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3681	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3680	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	3806	TaxesRevAndExpnss
Taxes Net Invst Incm	1564	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	20498	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	20498	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	27985	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	22062	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3680	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	199500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	199500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	227485	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	22062	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	203180	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1511131	ExcessOfRevenueOverExpenses
Net Investment Income	367865	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	104931	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	522411	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	546911	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	835369	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1372406	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1592627	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	971460	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	953696	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1003090	InvestmentsCorpBondsEOYFMV
Investments Other BOY	726352	InvestmentsOtherBOY
Investments Other EOY	829205	InvestmentsOtherEOY
Investments Other EOYFMV	872430	InvestmentsOtherEOYFMV
Total Assets BOY	2638112	TotalAssetsBOY
Total Assets EOY	3677718	TotalAssetsEOY
Total Assets EOYFMV	4015058	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	2638112	UnrestrictedBOY
Unrestricted EOY	3677718	UnrestrictedEOY
Total Net Assets BOY	2638112	TotalNetAssetsBOY
Total Net Assets EOY	3677718	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2638112	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3677718	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2638112	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1511131	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	4149243	Subtotal
Other Decreases	471525	OtherDecreases
Total Net Assets Fund Balances EOY	3677718	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
How Acquired	P	HowAcquired
Date Sold	2013-12-31	DateSold
Gross Sales Price	906774	GrossSalesPrice
Cost Or Other Basis	613837	CostOrOtherBasis
Gain Or Loss	292937	GainOrLoss
Gains Minus Excess Or Losses	292937	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	292937	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	90855	QualifyingDistributionsYear1
Noncharitable Assets Year1	2731595	NoncharitableAssetsYear1
Distribution Ratio Year1	0.033261	DistributionRatioYear1
Qualifying Distributions Year2	136461	QualifyingDistributionsYear2
Noncharitable Assets Year2	2548844	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053538	DistributionRatioYear2
Qualifying Distributions Year3	134999	QualifyingDistributionsYear3
Noncharitable Assets Year3	2211817	NoncharitableAssetsYear3
Distribution Ratio Year3	0.061035	DistributionRatioYear3
Qualifying Distributions Year4	125269	QualifyingDistributionsYear4
Noncharitable Assets Year4	2740422	NoncharitableAssetsYear4
Distribution Ratio Year4	0.045712	DistributionRatioYear4
Qualifying Distributions Year5	0	QualifyingDistributionsYear5
Noncharitable Assets Year5	55461	NoncharitableAssetsYear5
Distribution Ratio Year5	0.000000	DistributionRatioYear5
Total Distribution Ratio	0.193546	TotalDistributionRatio
Average Distribution Ratio	0.038709	AverageDistributionRatio
Net Noncharitable Assets	2728053	NetNoncharitableAssets
Adjusted Noncharitable Assets	105600	AdjustedNoncharitableAssets
One Percent Net Investment Income	3679	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	109279	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	203180	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3679	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3679	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3679	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	800	EstTaxPaymentsAndOverpayment
Total Credits And Payments	800	TotalCreditsAndPayments
Penalty For Underpayment	14	PenaltyForUnderpayment
Tax Due	2893	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	TN	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CANO OZGENER	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6157905998	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 DUNHAM SPRINGS LANE	AddressLine1
City	NASHVILLE	City
State	TN	State
ZIP Code	372052605	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2685496	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	84101	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2769597	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2769597	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	41544	CashDeemedCharitable
Net Noncharitable Assets	2728053	NetNoncharitableAssets
Minimum Investment Return	136403	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	136403	MinimumInvestmentReturn
Tax Based On Investment Income	3679	TaxBasedOnInvestmentIncome
Total Tax	3679	TotalTax
Distributable Amount Before Adj	132724	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	132724	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	132724	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	203180	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	203180	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3679	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	199501	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	132724	DistributableAmountAsAdjusted
Undistributed Income Prior Year	15432	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	203180	QualifyingDistributions
Applied To Year1	15432	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	132724	AppliedToCurrentYear
Remaining Distri From Corpus	55024	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	55024	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	55024	ExcessDistriCyovToNextYear
Excess From Current Year	55024	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CANO OZGENER	ContributingManager
Contributing Manager	ESEN OZGENER	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country
ALIVE HOSPICE
1718 PATTERSON STREET	NASHVILLE	TN	37203	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$200
CHILDREN'S HOUSE
3404 BELMONT BLVD	NASHVILLE	TN	37215	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$1,000
CLEVELAND CLINIC HEART FOUNDATION
PO BOX 931517	CLEVELAND	OH	44193	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$20,000
FAMILY & CHILDREN'S SERVICE
201 23RD AVENUE NORTH	NASHVILLE	TN	37203	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$5,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVE	NEW YORK	NY	10027	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$150
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENUE	NASHVILLE	TN	37209	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$2,500
NASHVILLE SYMPHONY
1 SYMPHONY PLACE	NASHVILLE	TN	37201	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$32,000
ROBERT COLLEGE OF ISTANBUL
				N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$500	KURUCESME CAD NO 87	ISTANBUL	TU
UNIVERSITY SCHOOL OF NASHVILLE
2000 EDGEHILL AVENUE	NASHVILLE	TN	37212	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$3,500
VANDERBILT INGRAM CANCER CENTER
2220 PIERCE AVE	NASHVILLE	TN	37212	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$122,500
VISITATION HOSPITAL FOUNDATION
2500 21ST AVENUE SOUTH	NASHVILLE	TN	37212	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$5,000
STORM KING ART CENTER
1 MUSEUM ROAD	NEW WINDSOR	NY	12553	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$2,000
SHOW BOX LA
1060 S OGDEN DRIVE 2	LOS ANGELES	CA	90019	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$2,400
UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900	LOS ANGELES	CA	90024	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$2,500
LEAGUE OF AMERICAN ORCHESTRA
33 WEST 60TH STREET	NEW YORK	NY	10023	N/A	OTHER PUBLIC CHARITY	CONTRIBUTION TO PROVIDE SUPPORT FOR THE CHARITY	$250

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	199500	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$96,990	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$292,937	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$389,927	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	389927	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	CANO ESEN OZGENER	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	101 DUNHAM SPRINGS LANE	AddressLine1
City	NASHVILLE	City
State	TN	State
ZIP Code	37205	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1348689	AggregateContributions
Noncash Contribution Type	X	NoncashContributionType

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	SECURITIES	NoncashPropertyDescription
Fair Market Value	1348689	FairMarketValue
Date Received	2013-12-04	DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING EXPENSES	Category
Amount	$3,681	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	3680	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	UBS - CORPORATE BONDS	NameOfBond
EOY Book Value	953696	EOYBookValue
EOYFMV	1003090	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	UBS - EQUITIES	NameOfStock
EOY Book Value	1372406	EOYBookValue
EOYFMV	1592627	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
UBS - FIXED INCOME	AT COST	800105	843330
ART	AT COST	29100	29100

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	DIFFERENCE IN FMV & BOOK VALUE OF CONTRIBUTED SECURITIES	Description
Amount	$471,525	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	INVESTMENT EXPENSES	Description
Revenue And Expenses Per Books	20498	RevenueAndExpensesPerBooks
Net Investment Income	20498	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$1,564	1564	0
FEDERAL TAXES	$2,242	0	0

THE CANO AND ESEN OZGENER FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Noncash Property NoncashProperty

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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