Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
T & T FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 24382
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37202
A Employer identification number

62-6324206
B Telephone number (see instructions)

(615) 360-3698
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,625,042J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 315,460 315,460  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 469,865
b Gross sales price for all assets on line 6a 598,427
7 Capital gain net income (from Part IV, line 2)... 469,865
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 785,325 785,325  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
78,679 78,679   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,988 3,959   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,250 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,917 82,638   0
25 Contributions, gifts, grants paid....... 782,600 782,600
26 Total expenses and disbursements. Add lines 24 and 25 870,517 82,638   782,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,192
b Net investment income (if negative, enter -0-) 702,687
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 79,243 42,662 42,662
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow2,647
Less: allowance for doubtful accounts right arrow0 2,031 2,647 2,647
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,538,572 Click to see attachment
List of Attached Documents:
// Content
3,410,477 		16,016,624
c Investments—corporate bonds (attach schedule)....... 542,305 Click to see attachment
List of Attached Documents:
// Content
619,627 		563,109
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,162,151 4,075,413 16,625,042
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,162,151 4,075,413
29 Total net assets or fund balances (see instructions)..... 4,162,151 4,075,413
30 Total liabilities and net assets/fund balances (see instructions). 4,162,151 4,075,413
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,162,151
2
Enter amount from Part I, line 27a .....................
2
-85,192
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,076,959
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,546
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,075,413
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a EMBECTA CORP P 2017-12-19 2023-11-03
b SANDOZ GROUP AG P 2011-04-12 2023-11-29
c ALCON INC P 2011-04-12 2023-11-29
d AUTODESK INC P   2023-11-29
e CONSTELLATN ENERGY CORP P 2002-01-16 2023-11-29
HUNTINGTON INGALLS INDS P   2023-11-03
MOTOROLA SOLUTIONS INC P   2023-11-29
SANDOZ GROUP AG P   2023-11-29
SAP SE SPON ADR P   2023-11-03
ZEBRA TECHS CORP A P 2005-05-12 2023-11-03
NVENT ELECTRIC PLC P   2023-11-03
ALCON INC P   2023-11-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 363   541 -178
b 5,786   2,492 3,294
c 14,637   6,634 8,003
d 152,269   31,626 120,643
e 22,731   4,027 18,704
5,839   523 5,316
104,141   27,080 77,061
8,767   3,184 5,583
130,594   18,199 112,395
106,820   21,061 85,759
20,213   4,717 15,496
22,180   8,478 13,702
4,087     4,087
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -178
b       3,294
c       8,003
d       120,643
e       18,704
      5,316
      77,061
      5,583
      112,395
      85,759
      15,496
      13,702
      4,087
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 469,865
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,767
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,767
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,767
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,887
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLESTER L TURNER JR Telephone no.right arrow (615) 360-3698

Located atright arrowPO BOX 24382NASHVILLETN ZIP+4right arrow37202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LESTER L TURNER JR TRUSTEE
0.00 		0 0 0
PO BOX 24382
NASHVILLE,TN37202
CURREY TURNER THORNTON TRUSTEE
0.00 		0 0 0
PO BOX 24382
NASHVILLE,TN37202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE PURPOSE OF THE T & T FAMILY FOUNDATION IS TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE ORGANIZATIONS AS APPROVED BY THE BOARD. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,913,077
b
Average of monthly cash balances.......................
1b
212,062
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,125,139
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,125,139
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
241,877
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,883,262
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
794,163
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
794,163
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,767
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,767
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
784,396
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
784,396
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
784,396
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
782,600
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
782,600
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 784,396
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 782,583
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 782,600
a Applied to 2022, but not more than line 2a 782,583
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 17
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		784,379
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MR LESTER L TURNER JR
PO BOX 24382
NASHVILLE,TN37202
(615) 360-3698
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE IN WRITING, SHOULD INCLUDE THE NAME AND ADDRESS OF THE CHARITABLE ORGANIZATION, THE AMOUNT OF THE GIFT REQUESTED AND THE PURPOSE FOR WHICH THE GIFT IS TO BE USED.
cAny submission deadlines:
APPLICATIONS NEED TO BE RECEIVED BY THE ANNUAL MEETING WHICH IS TRADITIONALLY HELD IN OCTOBER.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THERE IS NO STATED LIMITATION ON INDIVIDUAL AWARDS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

100 CLUB OF NASHVILLE

PO BOX 58706
NASHVILLE,TN37205 		NONE   GENERAL FUNDS 5,000

ADVENTURE SCIENCE CENTER

800 FORT NEGLEY BOULEVARD
NASHVILLE,TN37203 		NONE   GENERAL FUNDS 5,000

ALIVE HOSPICE

1718 PATTERSON STREET
NASHVILLE,TN37203 		NONE   MADISON CAMPUS 1,000

AMERICAN CANCER SOCIETY MEMORIAL FOUNDATION - HOPE LODGE

2000 CHARLOTTE AVENUE
NASHVILLE,TN37203 		NONE   GENERAL OPERATIONS 5,000

AMERICAN HEART ASSOCIATION

1818 PATTERSON STREET
NASHVILLE,TN37203 		NONE   GENERAL FUNDS, NASHVILLE AREA 1,000

BACKFIELD IN MOTION

920 WOODLAND STREET
NASHVILLE,TN37206 		NONE   ACADEMIC REMEDIATION FOR DISADVANTAGED STUDENTS 5,000

BEGIN ANEW

420 MAIN STREET
NASHVILLE,TN37206 		NONE   HELPING INDIVIDUALS WITH BEGINNING AGAIN (GED + DAYCARE WHILE LEARNING) 2,000

BLAIR SCHOOL OF MUSIC AT VANDERBILT

2400 BLAKEMORE AVENUE
NASHVILLE,TN37212 		NONE   GENERAL OPERATIONS 1,000

BOWLING GREEN-WARREN COUNTY HUMANE SOCIETY

PO BOX 1456
BOWLING GREEN,KY42102 		NONE   GENERAL FUNDS 2,000

BOY SCOUTS

3414 HILLSBORO PIKE
NASHVILLE,TN37215 		NONE   QUALITY SCOUTING PROGRAMS 10,000

BROADCASTER'S FOUNDATION OF AMERICA

125 WEST 55TH STREET
NEW YORK,NY10019 		NONE   BROADCAST PROFESSIONALS IN FINANCIAL NEED 2,000

CAMP SEA GULL SEAFARER

218 SEA GULL LANDING
ARAPAHOE,NC28510 		NONE   QUALITY CHILDREN'S CAMPING 5,000

CARE FOR AIDS

977 GRANT COVE PLACE
ATLANTA,GA30315 		NONE   GENERAL FUNDS 11,000

CARING HEARTS FOR CANINES

PO BOX 1219
SOUTHERN PINES,NC28388 		NONE   RESCUING DOGS AND FINDING GREAT HOMES FOR THEM 5,000

CHEEKWOOD (SWAN BALL)

PO BOX 50438
NASHVILLE,TN37205 		NONE   GENERAL FUNDS 2,500

COMMUNITIES FOUNDATION OF OKLAHOMA

PO BOX 21210
OKLAHOMA CITY,OK73156 		NONE   GILLILAND DONOR ADVISED FUND - STILLWATER, OK 20,000

COMMUNITY FOUNDATION OF ABILENE

PO BOX 1001
ABILENE,TX79604 		NONE   SUPPPORT ABILENE, TEXAS CHARITIES 150,000

COMMUNITY FOUNDATION OF THE OZARKS

980 KINGSHIGHWAY SUITE 103
CAPE GIRARDEAU,MO63701 		NONE   BREWER DONOR ADVISED FUND - PERRYVILLE 20,000

CORNELL UNIVERSITY DEPARTMENT OF ORNITHOLOGY

130 E SENECA STREET
ITHACA,NY14850 		NONE   NEST BOX CAM 2,000

CROSSROADS CAMPUS

707 MONROE STREET
NASHVILLE,TN37208 		NONE   TRANSFORMING THE LIVES OF PEOPLE AND ANIMALS. 3,500

CUMBERLAND HEIGHTS FOUNDATION

PO BOX 90727
NASHVILLE,TN37209 		NONE   GENERAL FUNDS 10,000

CUMBERLAND RIVER COMPACT

TWO VICTORY AVENUE
NASHVILLE,TN37213 		NONE   GENERAL FUNDS 5,000

CUMBERLAND UNIVERSITY

1 CUMBERLAND SQ
LEBANON,TN37087 		NONE   GENERAL FUNDS 15,000

CYSTIC FIBROSIS FOUNDATION

4825 TROUSDALE DR
NASHVILLE,TN37220 		NONE   GENERAL FUNDS 1,000

DANNY & RON'S RESCUE

PO BOX 604
CAMDEN,SC29021 		NONE   DOG RESCUE 10,000

DIVER'S ALERT NETWORK

PETER BENNETT CTR
DURHAM,NC27705 		NONE   GENERAL FUNDS 2,000

ELEPHANT AID INTERNATIONAL

117 TAORMINA LN
OJAI,CA93023 		NONE   TARRA 2,000

ELEPHANT SANCTUARY

PO BOX 393
NASHVILLE,TN38462 		NONE   GENERAL FUNDS 2,000

ENC INC

111216 MARSH ROAD
MARSHFIELD,WI54449 		NONE   GENERAL FUNDS 1,500

ENSWORTH SCHOOL - ANNUAL FUND

ATTN DEVELOPMENT OFFICE
NASHVILLE,TN37221 		NONE   GENERAL FUNDS 20,000

FAITH FAMILY MEDICAL CLINIC

326 21ST AVENUE N
NASHVILLE,TN37203 		NONE   MEDICAL FACILITY FOR MEDICALLY POOR 5,000

FAMILY & CHILDREN'S SERVICES

2400 CLIFTON AVENUE
NASHVILLE,TN37209 		NONE   FAMILY RESOURCE CENTER 1,500

FIFTYFORWARD INC SENIOR CITIZEN'S INC (DONELSON)

174 RAINS AVENUE
NASHVILLE,TN37203 		NONE   SERVICE SUPPORT FOR SENIOR CITIZENS (OUTREACH , MEALS ON WHEELS, LIVING AT HOME 10,000

FOUNDATION OF THE HORSE

4033 IRON WORKS PARKWAY
LEXINGTON,KY40511 		NONE   TENNESSEE EQUINE HOSPITAL ENDOWMENT 20,000

FRIENDS OF FRANKLIN PARKS

PO BOX 383
FRANKLIN,TN37065 		NONE   HARLINDALE MUSEUM (PRIDE'S GENIUS) 10,000

FRIENDS OF RADNOR LAKE

1160 OTTER CREEK RD
NASHVILLE,TN37220 		NONE   CONTINUING PROTECTION OF RADNOR LAKE 15,000

GILDA'S CLUB NASHVILLE ADOLESCENT & YOUNG ADULT PROGRAM

1707 DIVISION STREET
NASHVILLE,TN37203 		NONE   SUPPORTING A PLACE FOR PEOPLE WITH CANCER AND THEIR FAMILIES 5,000

GOODWILL INDUSTRIES

937 HERMAN STREET
NASHVILLE,TN37208 		NONE   CAREER SOLUTIONS 20,000

HANDS WITH HEART FOUNDATION

800 ALEC COURT
NOLENSVILLE,TN37135 		NONE   HELPING DEAF SCOUTS 2,000

HARPETH HALL SCHOOL

3801 HOBBS RD
NASHVILLE,TN37215 		NONE   GERERAL FUNDS 3,500

HARPETH RIVER CONSERVANCY

215 JAMESTOWN PARK
BRENTWOOD,TN37027 		NONE   PROTECTING HARPETH RIVER 10,000

HOLLINS UNIVERSITY

PO BOX 9629
ROANOKE,VA24020 		NONE   GERERAL FUNDS 2,500

HUMANE ASSOCIATION OF WILSON COUNTY INC

PO BOX 247
LEBANON,TN37087 		NONE   GENERAL FUNDS 2,000

IMAGINATION LIBRARY BOOKS FROM BIRTH PARTNERSHIP OF MIDDLE TN

250 VENTURE CIRCLE
NASHVILLE,TN37228 		NONE   BOOKS FOR CHILDREN 5,000

INTERFAITH DENTAL CLINIC

600 HILL AVENUE
NASHVILLE,TN37210 		NONE   HELPING LOW INCOME PEOPLE WITH DENTAL CARE 5,000

JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL

105 WESTPARK DRIVE
BRENTWOOD,TN37027 		NONE   HELPING FIND A CURE FOR DIABETES 5,000

LAND TRUST FOR TENNESSEE

PO BOX 41027
NASHVILLE,TN37204 		NONE   SUPPORTING CHARITABLE ACTIVITIES IN LAND CONSERVATION 5,000

LEADERSHIP MUSIC

PO BOX 120478
NASHVILLE,TN37212 		NONE   DEVELOPING LEADERSHIP IN MUSIC 5,000

LEGAL AID SOCIETY

1321 MURFREESBORO PIKE
NASHVILLE,TN37217 		NONE   LEGAL AID FOR LOW INCOME PEOPLE 5,000

MARTHA O'BRYAN CENTER

711 S 7TH STREET
NASHVILLE,TN37206 		NONE   DAY CARE FOR CHILDREN OF LOW INCOME FAMILIES 8,000

MEDICAL MISSIONS FOR CHILDREN

600 WEST CUMMINGS PARK
WOBURN,MA01801 		NONE   GENERAL FUNDS-RECONSTRUCTIVE SURGERY FOR CHILDREN 15,000

METRO POLICE

CHRISTMAS CHARITIES
NASHVILLE,TN37219 		NONE   HELPING NEEDY HAVE CHRISTMAS 5,000

MID CUMBERLAND HUMAN RESOURCE AGENCY

1101 KERMIT DRIVE
NASHVILLE,TN37217 		NONE   MEALS ON WHEELS PROGRAM 12 COUNTIES AND PET FOOD 10,000

MONTGOMERY BELL ACADEMY

4001 HARDING RD
NASHVILLE,TN37205 		NONE   GENERAL FUNDS 1,000

MUSIC CITY INC

500 11TH AVENUE N SUITE 650
NASHVILLE,TN37203 		NONE   GENERAL FUNDS 10,000

NASHVILLE CAT RESCUE

PO BOX 140898
NASHVILLE,TN37214 		NONE   GENERAL FUNDS 3,000

NASHVILLE CHILDREN'S THEATRE

724 SECOND AVENUE SOUTH
NASHVILLE,TN37210 		NONE   LIVE THEATRE FOR CHILDREN 1,000

NASHVILLE HUMANE ASSOCIATION

213 OCEOLA AVENUE
NASHVILLE,TN37209 		NONE   PET CARE OPERATIONS 10,000

NASHVILLE RESCUE MISSION

639 LAFAYETTE ST
NASHVILLE,TN37203 		NONE   HELPING THE HOMELESS OF NASHVILLE 20,000

NASHVILLE ROTARY FOUNDATION

3401 WEST END AVENUE
NASHVILLE,TN37203 		NONE   GENERAL OPERATIONS 2,000

NASHVILLE TREE FOUNDATION

PO BOX 58962
NASHVILLE,TN37205 		NONE   GENERAL FUNDS 1,000

NASHVILLE ZOO AT GRASSMERE

3777 NOLENSVILLE RD
NASHVILLE,TN37211 		NONE   GENERAL FUNDS 10,000

OUR KIDS INC

1804 HAYES STREET
NASHVILLE,TN37203 		NONE   MEDICAL AND CRISIS COUNSELING SERVICES FOR CHILDREN 10,000

OWL'S HILL

545 BEECH CREEK RD
BRENTWOOD,TN37027 		NONE   GENERAL FUNDS 1,000

PENCIL FOUNDATION

7199 COCKRILL BEND BLVD
NASHVILLE,TN37209 		NONE   BASIC SCHOOL SUPPLIES FOR LOW INCOME CHILDREN 5,000

PONY CLUB OF AMERICA

4041 IRON WORKS PARKWAY
LEXINGTON,KY40511 		NONE   DEVELOPING THE NEXT GENERATION OF HORSEMEN 2,000

RESURGE

145 N WOLFE ROAD
SUNNYVALE,CA94086 		NONE   HELPING WITH LIFE-CHANGING SURGERIES FOR CHILDREN AROUND THE WORLD 5,000

RUBOS MUSIC SOLUTIONS

1535 ST ANNE STREET
DETROIT,MI48216 		NONE   MUSIC FOR THE YOUNG 15,000

SADDLE UP

1549 OLD HILLSBORO RD
NASHVILLE,TN37069 		NONE   EQUINE THERAPY FOR SPECIAL NEEDS CHILDREN 20,000

SALVATION ARMY

PO BOX 78518
NASHVILLE,TN37207 		NONE   SUPPORT FOR NEEDY FAMILIES IN NASHVILLE AREA 10,000

SECOND HARVEST FOOD BANK

331 GREAT CIRCLE ROAD
NASHVILLE,TN37228 		NONE   GENERAL OPERATIONS 20,000

SILOAM FAMILY HEALTH CENTER

820 GALE LANE
NASHVILLE,TN37204 		NONE   MEDICAL CARE FOR LOW INCOME FAMILIES 2,000

SNOOTY GIGGLES DOG RESCUE

2754 BUCKNER LANE
THOMPSONS STATION,TN37179 		NONE   RESCUING DOGS 5,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE   CANCER RESEARCH 2,000

STILLWATER CHURCH OF CHRIST

821 N DUCK ST
STILLWATER,OK74075 		NONE   VOLLEYBALL PARK 15,000

TENNESSEE CENTRAL RAILWAY MUSEUM (CUMBERLAND DIVISION SER-NMRA)

220 WILLOW STREET
NASHVILLE,TN37210 		NONE   GENERAL FUNDS 1,000

TENNESSEE CHILDREN'S HOME

PO BOX 10
SPRING HILL,TN37174 		NONE   DIFFERENT PROJECT EACH YEAR 10,000

TENNESSEE LIONS CHARITIES

505 FESSLERS LANE
NASHVILLE,TN37210 		NONE   SIGHT SCREENINGS FOR CHILDREN 5,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE   TO HEAL, EMPOYER & EMPLOY WOMEN SURVIVORS OF TRAFFICKING, PROSTITUTION, AND ADDICTION. 3,000

TRAVELERS REST PLANTATION & MUSEUM

635 FARRELL PARKWAY
NASHVILLE,TN37220 		NONE   GENERAL FUNDS 2,500

VANDERBILT CHILDREN'S' HOSPITAL - FRIENDS OF MONROE CARELL JR

3322 WEST END AVENUE
NASHVILLE,TN37203 		NONE   GENERAL FUNDS 5,000

VANDERBILT HOSPITAL - TENNESSEE POISON CENTER

3319 WEST END AVENUE
NASHVILLE,TN37203 		NONE   GENERAL OPERATIONS 1,000

VANDERBILT LIFE FLIGHT

1211 22ND AVENUE SOUTH
NASHVILLE,TN37232 		NONE   MEDICAL FLIGHTS 120 MILES RADIUS OF NASH, CHILD/PARENT OR 1 ADULT 5,000

WO SMITH COMMUNITY MUSIC SCHOOL

PO BOX 121348
NASHVILLE,TN37212 		NONE   MUSIC LESSONS FOR CHILDREN OF LOW INCOME FAMILIES 5,000

WAKE FOREST UNIVERSITY

PO BOX 7227
WINSTONSALEM NC,NC27109 		NONE   GENERAL FUNDS 2,000

WALDEN'S PUDDLE WILDLIFE CENTER OF GREATER NASHVILLE

PO BOX 641
JOELTON,TN37080 		NONE   HELPING FUNDS TO CARE FOR INJURED WILDLIFE 36,100

WILLIAMSON COUNTY RESCUE SQUAD

PO BOX 408
FRANKLIN,TN37064 		NONE   LARGE ANIMAL RESCUE TRUCK 20,000

WOUNDED WARRIOR PROJECT

PO BOX 758516
TOPEKA,KS66675 		NONE   GENERAL FUNDS 1,000

YOUNG LIFE - DURHAMCHAPEL HILL

PO BOX 4621
CHAPEL HILL,NC27515 		NONE   GENERAL FUNDS 3,500

YOUNG LIFE - NASHVILLE

PO BOX 120681
NASHVILLE,TN37212 		NONE   GENERAL FUNDS 1,500

ALL NATIONS SOCCER INC

7106 EMSLEY CIRCLE
JACKSONVILLE,FL32258 		NONE   RALEIGH / TRIANGLE 10,000
Total .................................right arrow 3a 782,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 315,460  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990   18 469,865  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 785,325 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
785,325
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 THE FOUNDATION HOLDS ASSETS FOR INVESTMENT PURPOSES. THE INCOME FROM SUCH ASSETS IS USED TO MAKE DISTRIBUTIONS TO CHARITABLE BENEFICIARIES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 619,627 563,109

TY 2023 InvestmentsCorpStockSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 3,410,477 16,016,624

TY 2023 OtherDecreasesSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Description Amount
UNREALIZED GAIN ADJUSTMENT 1,546


TY 2023 OtherExpensesSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,250 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BAIRD MANAGEMENT FEES 78,679 78,679   0


TY 2023 TaxesSchedule
Name:
T & T FAMILY FOUNDATION
EIN:
62-6324206
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID - BAIRD STATEMENTS 3,959 3,959   0
ESTIMATED TAX PAYMENTS 2,029 0   0