BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202511339349102821
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T13:35:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 S WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205980265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YARBROUGH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYARBBusinessNameControlTxt
Phone6155385636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 MALLORY LANE STE 130-389AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON YARBROUGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6155385636PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNA COURTNEYPreparerPersonNm
PTINP02368807PTIN
Phone3124861000PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$148,198,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,169,088ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,521InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,521InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$371,109DividendsRevAndExpnssAmt
Dividends Net Invst Incm$371,109DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,481,901NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,698,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,481,901CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,079OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,079OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,027,698TotalRevAndExpnssAmt
Total Net Invst Incm$2,858,610TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,339OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,339OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,921TaxesRevAndExpnssAmt
Taxes Net Invst Incm$900TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,520OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,530TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,614TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,958,758ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,958,758ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,032,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,614TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,971,133TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,995,410ExcessRevenueOverExpensesAmt
Net Investment Income$2,842,996NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,505,433SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$894,850SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$894,850SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,589,340CorporateStockBOYAmt
Corporate Stock EOY$23,220,480CorporateStockEOYAmt
Corporate Stock EOYFMV$147,303,819CorporateStockEOYFMVAmt
Total Assets BOY$28,094,773TotalAssetsBOYAmt
Total Assets EOY$24,115,330TotalAssetsEOYAmt
Total Assets EOYFMV$148,198,669TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$28,094,773CapitalStockBOYAmt
Capital Stock EOY$24,115,330CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,094,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,115,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,094,773TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,115,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,094,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,995,410ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$34,090,183SubtotalAmt
Other Decreases$9,974,853OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,115,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$13,698,804GrossSalesPriceAmt
Cost Or Other Basis$11,216,903CostOrOtherBasisAmt
Gain Or Loss$2,481,901GainOrLossAmt
Gains Minus Excess Or Losses$2,481,901GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,481,901CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,292EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,292TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,774OverpaymentAmt
Applied To ES Tax$5,774AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHANNON DEBLOCKIndividualWithBooksNm
Phone6158129404PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 MALLORY LANE STE 130-389AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JON YARBROUGH
2000 MALLORY LANE STE 130-389FRANKLINTN37067PRESIDENT1.00$0$0$0
KATHY LEE CAMPBELL YARBROUGH
2000 MALLORY LANE STE 130-389FRANKLINTN37067SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER IRC SEC. 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$121,953,179AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$942,962AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$122,896,141TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$122,896,141AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,843,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,052,699NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,052,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,052,635MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,518TaxBasedOnInvestmentIncomeAmt
Total Tax$39,518TotalTaxAmt
Distributable Before Adj$6,013,117DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,013,117DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,013,117DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,971,133ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,971,133QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,013,117DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$142,524ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$514,537ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$657,061TotalExcessDistributionCyovAmt
Qualifying Distributions$6,971,133QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,013,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$958,016RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,615,077TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,615,077ExcessDistriCyovToNextYrAmt
Excess From Year3$142,524ExcessFromYear3Amt
Excess From Year1$514,537ExcessFromYear1Amt
Excess From Current Year$958,016ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJON YARBROUGHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION
40 BURTON HILLS BLVD STE 170NASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250,000
AMERICAN RED CROSS
2201 CHARLOTTE AVENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$700,000
CARINGBRIDGE
PO BOX 6032ALBERT LEAMN560076632NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
CHRIST PRESBYTERIAN CHURCH
2323 OLD HICKORY BLVDNASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
COMMUNITY FOUNDATION OCALAMARION COUNTY
324 SE 24TH STOCALAFL34471NONE501(C)(3) PUBLIC CHAUNRESTRICTED$340,000
COMMUNITY FOUNDATION OF MIDDLE TN
PO BOX 440225NASHVILLETN37244NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,270,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,713
COTTAGE COVE URBAN MINISTRIES
4908 AQUATIC RDNASHVILLETN37211NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
EAST TENNESSEE FOUNDATION
520 W SUMMIT HILL DR SUITE 1101KNOXVILLETN37902NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
FOOSBALL CLUBS USA
2298 COUNTY ROUTE 8OSWEGONY13126NONE501(C)(3) PUBLIC CHAUNRESTRICTED$75,000
FRANKLIN HIGH SCHOOL PARENT ASSOC PMB193
2020 FIELDSTONE PKWY STE 900FRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
GRASSLAND MIDDLE SCHOOL PARENTS' CLUB
2390 HILLSBORO RDFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$155
HEIFER INTERNATIONAL
PO BOX 8058LITTLE ROCKAR722038058NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
LIVE LIKE ROO FOUNDATION
617 EAST GOLF ROAD 104ARLINGTON HEIGHTSIL60005NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25
LIVING WATERS FOR THE WORLD
4935 MAIN ST STE 7-399SPRING HILLTN37174NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,000
MY FATHERS HOUSE NASHVILLE
PO BOX 78303NASHVILLETN37207NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$349
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN372034226NONE501(C)(3) PUBLIC CHAUNRESTRICTED$324
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 350WASHINGTONDC20006NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC286073000NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
SMYRNA ROTARY CHARITABLE FOUNDATION
PO BOX 353SMYRNATN37167NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 1000 DEPT 142MEMPHISTN381480142NONE501(C)(3) PUBLIC CHAUNRESTRICTED$324
THE CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DR STE 200RYE BROOKNY10573NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE100ARLINGTONVA22203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$360
TRANSITIONS LIFE CENTER
PO BOX 236OCALAFL34478NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
VANDERBILT UNIVERSITY MEDICAL CENTER
3322 WEST END AVENUE STE 900NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$300
WAGS & WALKS
100 BONNABROOK DRHERMITAGETN37076NONE501(C)(3) PUBLIC CHAUNRESTRICTED$108
WORLD CENTRAL KITCHEN INC
PO BOX 96538WASHINGTONDC20090NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
YOUTH VILLAGES
3310 PERIMETER HILL DRNASHVILLETN37211NONE501(C)(3) PUBLIC CHAUNRESTRICTED$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,958,758TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,521ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$371,109ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,079ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,481,901ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,858,610ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,858,610TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJON P YARBROUGHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12000 MALLORY LANE STE 130-389AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,169,088TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property76800 SHS NVIDIA CORPORATIONNoncashPropertyDesc
Fair Market Value$10,169,088FairMarketValueAmt
Received2024-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$6,750Amt
Net Investment Income$3,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,375DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EQUITIES$3,302,333$6,057,636
CHARLES SCHWAB- TECH ONLY INVESTMENTS$19,918,147$141,246,183

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$9,974,853Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$25$0$0
CONFERENCE EXPENSE$2,495$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC INVESTMENT INCOME - SECURITIES LITIGATIONDesc
Revenue And Expenses Per Books$1,079RevenueAndExpensesPerBooksAmt
Net Investment Income$1,079NetInvestmentIncomeAmt
Adjusted Net Income$1,079AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,339$2,339$0
YARBROUGH CAPITAL MANAGEMENT FEES$18,000$9,000$9,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$900$900$0
FEDERAL TAX PAYMENTS$43,000$0$0
FILING FEES$21$0$0

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