2024-11-15T12:28:47-06:00 2023-12-31 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990PF 2023-01-01 262886973 CAL TURNER FAMILY FOUNDATION INC CALT 6158462048 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 JUDY MILLER ASSISTANT SECRETARY 6158462048 2024-11-13 1 0 MICHAEL GANSCHOW P01395484 6153774600 2024-11-12 2023 2024-10-15 13:58:12Z X 51872906 X 1000 X 241 241 1415749 1415749 2960424 3506352 2960424 116587 32920 4494001 4409334 0 0 0 39395 17469 22633 128106 128106 0 112858 31969 0 119 42 78 710607 707424 3183 991085 885010 25894 3536900 3536900 4527985 885010 3562794 -33984 3524324 979735 5145577 5145577 9578 4446 9578 9578 12426624 12357023 20287397 25590204 21454847 26430354 39001009 38967025 51872906 0 0 X 0 0 0 0 39001009 38967025 39001009 38967025 39001009 38967025 39001009 -33984 0 38967025 0 38967025 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 195032 195032 195032 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 291087 291087 291087 FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP P 25160 -25160 -25160 FROM K1: HCTS CASH MANAGEMENT PARTNERSHIP P 12793 12793 12793 FROM K1: TURSON, LP P 88898 88898 88898 FROM K1: TURSON, LP P 2278009 2278009 2278009 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 15264 15264 15264 FROM K1: TURSON, LP P 41 -41 -41 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 40 40 40 FROM K1: 7/6 INVESTMENT PARTNERSHIP, LP P 61 61 61 FROM K1: TURSON, LP P 18205 18205 18205 FROM K1: TURSON, LP P 27310 27310 27310 FROM K1: TD REAL ESTATE, LP P 42796 42796 42796 BOFA FINANCE LLC 3Y U.S. EQUIT CONTINGENT COUPON CALLABLE YIELD NOTE P 2022-09-23 2023-03-28 250000 250000 0 0 FIRST TRUST RAYMOND JAMES STRA PORT #1 TERM 11/20/2023 REINV SEMI-ANNUAL P 2023-06-26 2023-11-22 478 468 10 10 FIRST TRUST RAYMOND JAMES STRA PORT #1 TERM 11/20/2023 REINV SEMI-ANNUAL P 2022-11-15 2023-11-22 285843 270259 15584 15584 RAYMOND JAMES - CAPITAL GAIN DISTRIBUTION P 536 536 536 2960424 48988 0 48988 0 48988 88361 0 5000 0 93361 0 44373 44373 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 0 0 1 THECALTURNERFAMILYFOUNDATION.ORG KELLI STOCKTON 6158462039 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H CALISTER TURNER JR 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 PRESIDENT/MEMBER 1.00 0 0 0 HURLEY C TURNER III 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 TREASURER/MEMBER 1.00 0 0 0 ALEX TURNER 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 SECRETARY/DIRECTOR 1.00 0 0 0 HURLEY C TURNER IV 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 DIRECTOR 1.00 0 0 0 WILL TURNER 333 11TH AVENUE SOUTH SUITE 500 NASVILLE TN 37203 DIRECTOR 1.00 0 0 0 BRAD WINSTEAD 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 ASSISTANT SECRETARY 1.00 0 0 0 WILLIAM ALDERSON 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 ASSISTANT SECRETARY 1.00 0 0 0 NONE 0 THE FAMILY OFFICE 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 INVEST./PROF. FEES 34820 0 0 46768023 2708352 0 49476375 0 0 49476375 742146 48734229 2436711 2436711 48988 17360 66348 2370363 0 2370363 0 2370363 3562794 0 3562794 2370363 0 0 3429562 5813943 1834980 1520555 1757328 14356368 3562794 0 0 0 2370363 1192431 0 0 15548799 0 0 0 0 0 0 3429562 12119237 5813943 1834980 1520555 1757328 1192431 H CALISTER TURNER JR KELLI STOCKTON 333 11TH AVENUE SOUTH SUITE 500 NASHVILLE TN 37203 6158462039 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. BAREFOOT REPUBLIC CAMP 8824 BROWNSFORD ROAD FOUNTAIN RUN KY 42133 NONE PUBLIC 2023 FRA TURNER FELLOWS 7200 BETHLEHEM CENTERS OF NASHVILLE 1417 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUBLIC 2023 FRA TURNER FELLOW 2400 FANNIE BATTLE DAY HOME FOR CHILDREN 108 CHAPEL AVENUE NASHVILLE TN 37206 NONE PUBLIC 2023 FRA TURNER FELLOW 2400 FIRST STEPS INC 1900 GRAYBAR LANE NASHVILLE TN 37215 NONE SCHOOL 2023 FRA TURNER FELLOW 2400 FRANKLIN ROAD ACADEMY 4700 FRANKLIN ROAD NASHVILLE TN 37220 NONE SCHOOL 2023 TURNER FELLOW 78800 FROM THE HEART PRODUCTIONS INC 1455 MANDALAY BEACH ROAD OXNARD CA 930352842 NONE PUBLIC FROM THE HEART PRODUCTION 100000 FROM THE HEART PRODUCTIONS INC 1455 MANDALAY BEACH ROAD OXNARD CA 930352842 NONE PUBLIC FROM THE HEART PRODUCTION 100000 PRESTON TAYLOR MINISTRIES PO BOX 90442 NASHVILLE TN 37209 NONE PUBLIC 2023 FRA TURNER FELLOWS 4800 REFUGE CENTER FOR COUNSELING INC 103 FORREST CROSSING BLVD SUITE 102 FRANKLIN TN 37064 NONE PUBLIC SPEER FOUNDATION CHALLENGE GRANT 9300 SHOWER THE PEOPLE 6100 CENTENNIAL BOULEVARD NASHVILLE TN 37209 NONE PUBLIC 2023 FRA TURNER FELLOW 2400 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC DOWN PAYMENT ASSISTANCE 100000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC DOWN PAYMENT ASSISTANCE 40000 VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC 3322 WEST END AVE SUITE 900 NASHVILLE TN 37203 NONE PUBLIC PEDIATRIC REHAB PROJECT 1000000 VU - VANDERBILT UNIVERSITY 205 KIRKLAND HALL NASHVILLE TN 37240 NONE SCHOOL TURNER FAMILY CENTER FOR SOCIAL VENTURES 250000 WEST NASHVILLE DREAM CENTER PO BOX 92456 NASHVILLE TN 37209 NONE PUBLIC 2023 FRA TURNER FELLOWS 7200 WILLIAMSON MEDICAL CENTER FOUNDATION INC 4321 CAROTHERS PARKWAY FRANKLIN TN 37067 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS 1000000 YMCA OF MIDDLE TENNESSEE 1000 CHURCH STREET NASHVILLE TN 372033420 NONE PUBLIC CAPITAL SUPPORT FOR THE MARGARET BURNETT TURNER CENTER 830000 3536900 BAREFOOT REPUBLIC CAMP 8824 BROWNSFORD ROAD FOUNTAIN RUN KY 42133 NONE PUBLIC FRA TURNER FELLOWS 5760 BETHLEHEM CENTERS OF NASHVILLE 1417 CHARLOTTE AVENUE NASHVILLE TN 37203 NONE PUBLIC FRA TURNER FELLOWS 2880 BRENTWOOD UNITED METHODIST CHURCH (BUMC) 309 FRANKLIN ROAD BRENTWOOD TN 37027 NONE PUBLIC CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN 500000 BRENTWOOD UNITED METHODIST CHURCH (BUMC) 309 FRANKLIN ROAD BRENTWOOD TN 37027 NONE PUBLIC CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN 1000000 BRENTWOOD UNITED METHODIST CHURCH (BUMC) 309 FRANKLIN ROAD BRENTWOOD TN 37027 NONE PUBLIC CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN 1000000 BRENTWOOD UNITED METHODIST CHURCH (BUMC) 309 FRANKLIN ROAD BRENTWOOD TN 37027 NONE PUBLIC CAPITAL SUPPORT FOR BUILDING RENOVATIONS MATCHING CAMPAIGN 500000 DREAM STREETS PO BOX 92456 NASHVILLE TN 37209 NONE PUBLIC FRA TURNER FELLOWS 5760 FANNIE BATTLE DAY HOME FOR CHILDREN 108 CHAPEL AVENUE NASHVILLE TN 37206 NONE PUBLIC FRA TURNER FELLOWS 2880 FIRST STEPS INC 1900 GRAYBAR LANE NASHVILLE TN 37215 NONE PUBLIC FRA TURNER FELLOWS 2880 FRANKLIN ROAD ACADEMY 4700 FRANKLIN ROAD NASHVILLE TN 37220 NONE SCHOOL CAPITAL CAMPAIGN 500000 FRANKLIN ROAD ACADEMY 4700 FRANKLIN ROAD NASHVILLE TN 37220 NONE SCHOOL FRA TURNER FELLOWS 2024-25 94560 FRIENDS OF THE SHRINE OF ST NICHOLAS 375 BEVERLY PLACE MAHWAH NJ 07430 NONE PUBLIC FRA TURNER FELLOWS 500000 FROM THE HEART PRODUCTIONS INC 1455 MANDALAY BEACH ROAD OXNARD CA 930352842 NONE PUBLIC DOCUMENTARY PROJECT 250000 FROM THE HEART PRODUCTIONS INC 1455 MANDALAY BEACH ROAD OXNARD CA 930352842 NONE PUBLIC FROM THE HEART DOCUMENTARY INSTALLMENT 350000 JUDGE DINKINS EDUCATIONAL CENTER PO BOX 280284 NASHVILLE TN 37228 NONE SCHOOL 2023 FRA TURNER FELLOWS 50000 LEGACY MISSION VILLAGE 5123 NOLENSVILLE PIKE NASHVILLE TN 37211 NONE PUBLIC FRA TURNER FELLOWS 5760 PRESTON TAYLOR MINISTRIES PO BOX 90442 NASHVILLE TN 37209 NONE PUBLIC FRA TURNER FELLOWS 5760 REFUGE CENTER FOR COUNSELING INC 103 FORREST CROSSING BLVD SUITE 102 FRANKLIN TN 37064 NONE PUBLIC BUILDING REFUGE 250000 SECOND CHANCE K9 SERVICE DOGS 1960 MADISON STREET SUITE J 187 CLARKSVILLE TN 37043 NONE PUBLIC SECOND CHANCE K9 SERVICE DOGS 60000 SHOWER THE PEOPLE 6100 CENTENNIAL BOULEVARD NASHVILLE TN 37209 NONE PUBLIC FRA TURNER FELLOWS 2880 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 100000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 100000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 100000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 100000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 4000000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 250000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 250000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 250000 ST JOHN CHRYSOSTOM GREEK ORTHODOX CHURCH 4602 INDIANA AVENUE NASHVILLE TN 37209 NONE PUBLIC CAPITAL SUPPORT FOR NEW BUILDING 250000 THE RED ROAD PO BOX 1565 FRANKLIN TN 37065 NONE PUBLIC GENERAL OPERATING SUPPORT 25000 VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC 3322 WEST END AVE SUITE 900 NASHVILLE TN 37203 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL 1000000 VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC 3322 WEST END AVE SUITE 900 NASHVILLE TN 37203 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL 1000000 VANDERBILT UNIVERSITY MEDICAL CENTER - VUMC 3322 WEST END AVE SUITE 900 NASHVILLE TN 37203 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) FOR PEDIATRIC REHABILITATION PROJECT AT MONROE CARELL JR. CHILDREN'S HOSPITAL 1000000 VETERAN TICKETS FOUNDATION 1255 W RIO SALADO PKWY SUITE 209 TEMPE AZ 85281 NONE PUBLIC VETERAN SPONSORED TICKETS FOR NASHVILLE KATS GAMES 25000 WILLIAMSON MEDICAL CENTER FOUNDATION INC 4321 CAROTHERS PARKWAY FRANKLIN TN 37067 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS 1000000 WILLIAMSON MEDICAL CENTER FOUNDATION INC 4321 CAROTHERS PARKWAY FRANKLIN TN 37067 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS 1000000 WILLIAMSON MEDICAL CENTER FOUNDATION INC 4321 CAROTHERS PARKWAY FRANKLIN TN 37067 NONE PUBLIC CAPITAL SUPPORT OVER 5 YEARS (2022-2026) IN HONOR OF LAURA AND WAYNE DUGAS 1000000 16539120 14 241 14 1415749 01 57025 18 2960424 7/6 INVESTMENT PARTNERSHIP, LP 211100 15863 14 -37775 TD REAL ESTATE, LP 531120 65088 14 -17385 TURSON, LP 211100 2716 14 31055 83667 4409334 0 4493001 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 39395 17469 22633 RAYMOND JAMES 12248268 18707221 NORTHERN TRUST 108755 1580176 TURSON, LP AT COST 9232142 13494000 7/6 INVESTMENT PARTNERSHIP AT COST 10262671 10158000 HCTS CASH MANAGEMENT PARTNERSHIP AT COST 7 21354 TD REAL ESTATE LP AT COST 1960027 2757000 DUES & MEMBERSHIPS 268 0 268 OFFICE SUPPLIES 2830 0 2830 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP - CHARITABLE 83 0 83 FROM K-1: 7/6 INVESTMENT PARTNERSHIP, LP 513298 513298 0 FROM K-1: HCTS CASH MANAGEMENT PARTNERSHIP 3316 3316 0 FROM K-1: TD REAL ESTATE, LP 43383 43383 0 FROM K-1: TURSON, LP 147427 147427 0 FROM K-1: TURSON, LP - CHARITABLE 2 0 2 MISC. REVENUE 2400 2400 2400 RAYMOND JAMES - OTHER INCOME 54625 54625 54625 7/6 INVESTMENT PARTNERSHIP, LP -21912 -37775 0 TD REAL ESTATE, LP 47703 -17385 0 TURSON, LP 33771 31055 0 INVESTMENT FEES 128106 128106 0 FOREIGN TAX PAID 31969 31969 0 FEDERAL INCOME TAX 80848 0 0 STATE TAX 41 0 0