BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202331329349102898
Schema version
2022v5.0
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)
Return2023-05-12T13:39:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Phone6155944712PhoneNum

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
Phone6155944712PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONPersonFirstNm
Person LastYARBROUGHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA FULLERPreparerPersonNm
PTINP01875282PTIN
Phone3124861000PhoneNum
Preparation2023-04-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,664,567FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,745,072ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,931InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,931InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$118,963DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,963DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,006,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,188,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,006,800CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,874,766TotalRevAndExpnssAmt
Total Net Invst Incm$1,129,694TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$17,841OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,041OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,800OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,027TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,461TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,068TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,399,402ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,399,402ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,434,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,068TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,407,202TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,439,903ExcessRevenueOverExpensesAmt
Net Investment Income$1,118,626NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,556,642SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,696,141SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,696,141SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,963,221CorporateStockBOYAmt
Corporate Stock EOY$21,240,030CorporateStockEOYAmt
Corporate Stock EOYFMV$53,966,413CorporateStockEOYFMVAmt
Other Investments BOY$149,938OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,002,012OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,669,802TotalAssetsBOYAmt
Total Assets EOY$24,936,172TotalAssetsEOYAmt
Total Assets EOYFMV$58,664,567TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$23,669,802CapitalStockBOYAmt
Capital Stock EOY$24,936,172CapitalStockEOYAmt
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$23,669,802TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,936,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,669,802TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,936,172TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,669,802TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,439,903ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$30,109,705SubtotalAmt
Other Decreases$5,173,533OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,936,172TotNetAstOrFundBalancesEOYAmt

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$5,188,234GrossSalesPriceAmt
Cost Or Other Basis$4,181,434CostOrOtherBasisAmt
Gain Or Loss$1,006,800GainOrLossAmt
Gains Minus Excess Or Losses$1,006,800GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,006,800CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,549InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,549SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,549TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$549TaxDueAmt

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 Fund0DonorAdvisedFundInd
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$65,196,845AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,566,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,763,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,763,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,016,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,746,738NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,337,337MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,337,337MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,549TaxBasedOnInvestmentIncomeAmt
Total Tax$15,549TotalTaxAmt
Distributable Before Adj$3,321,788DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,321,788DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,321,788DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,407,202ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,407,202QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,321,788DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$432ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$54,051ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$375,761ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$626,866ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,057,110TotalExcessDistributionCyovAmt
Qualifying Distributions$2,407,202QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,407,202AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$914,586ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$914,586ExcessDistributionCyovAppCYAmt
Total Corpus$142,524TotalCorpusAmt
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$142,524ExcessDistriCyovToNextYrAmt
Excess From Year1$142,524ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVENTURE SCIENCE CENTER
800 FORT NEGLEY BLVDNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
ALIVE HOSPICE INC
1718 PATTERSON STNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVE 17TH FLCHICAGOIL606017633NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
AMERICAN RED CROSS
2201 CHARLOTTE AVENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250,000
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
BATTLE GROUND ACADEMY
336 ERNEST RICE LANEFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
BEACON CENTER OF TENNESSEE
1200 CLINTON ST 205NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
BIG BROTHERS BIG SISTERS OF MIDDLE TN
1704 CHARLOTTE AVENUE SUITE 130NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
BOY SCOUT TROOP 55
2323 OLD HICKORY BLVDNASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
BOY SCOUTS OF AMERICA - MIDDLE TN COUNCIL
PO BOX 150409 3414 HILLSBORO PIKENASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
BOY WITH A BALL MINISTRIES
PO BOX 748BUFORDGA30515NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
BRIGHTSTONE
PO BOX 682966FRANKLINTN37068NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
CARE
PO BOX 1870MERRIFIELDVA221168070NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,768
CENTER FOR LIVING AND LEARNING FOUNDATION
1979 OLD HILLSBORO RDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
CHILDRENS HOSPITAL OF THE KINGS DAUGHTERS
601 CHILDRENS LANENORFOLKVA23507NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
CHRIST PRESBYTERIAN CHURCH
2323 OLD HICKORY BLVDNASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$22,100
CHURCHES OF CHRIST DISASTER RELIEF INC
410 ALLIED DRNASHVILLETN372221180NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
CJP SAFETY AND EDUCATION FOUNDATION
PO BOX 4304ENTERPRISEFL327250304NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,533
DAY 7
PO BOX 150754NASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD217415030NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
EAA AVIATION FOUNDATION
PO BOX 3086OSHKOSHWI54903NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
ENGAGING DISABILITY WITH THE GOSPEL
PO BOX 896859CHARLOTTENC28289NONE501(C)(3) PUBLIC CHAUNRESTRICTED$257
FRIENDS OF FALL CREEK FALLS
260 FALL CREEK RDSPENCERTN38585NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
GLOBALGIVING
1 THOMAS CIRCLE NW STE 800WASHINGTONDC20005NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
GRASSLAND SCHOOL COMMUNITY ASSOCIATION
6803 MANLEY LANEBRENTWOODTN37027NONE501(C)(3) PUBLIC CHAUNRESTRICTED$309
HIGH HOPES INC
301 HIGH HOPES COURTFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
HRC FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
JUNIOR ACHIEVEMENT OF GREATER MIAMI INC
2124 NE 123 STREET SUITE 206NORTH MIAMIFL33181NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE
120 POWELL PLACENASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
KIPP NASHVILLE
PO BOX 78126NASHVILLETN37207NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
LIBERTY IN NORTH KOREA
236 E 3RD ST STE 210LONG BEACHCA90802NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,500
LIPSCOMB UNIVERSITY
ONE UNIVERSITY PARK DRNASHVILLETN372043951NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
LIVING WATERS FOR THE WORLD
5016 SPEDALE CT 399SPRING HILLTN37174NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,000
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROAD STE 319FRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
MIDDLE TENNESSEE CHRISTIAN SCHOOL
100 MIDDLE TN CHRISTIAN SCHOOL RDMURFREESBOROTN37129NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
MILTON CHURCH OF CHRIST
12155 LASCASSAS PIKEMILTONTN37118NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
NAMI TENNESSEE
1101 KERMIT DRIVE STE 605NASHVILLETN37217NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
NAMI
PO BOX 49104BALTIMOREMD21297NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
NASHVILLE ENTREPRENEUR CENTER
41 PEABODY STREETNASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,424
NASHVILLE LAUNCH PAD
POX BOX 330695NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
NASHVILLE PRIDE INC
PO BOX 330931NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN372034226NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,324
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN372012031NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150
NEW HOPE ACADEMY
1820 DOWNS BOULEVARDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
PFLAG NASHVILLE
PO BOX 331562NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
PROJECT RETURN
109 LAFAYETTE STNASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
RALLY FOUNDATION
5775 GLENRIDGE DR STE B370ATLANTAGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$103
RAZOM INC
140 2ND AVE STE 305NEW YORKNY10003NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
ROTARY CLUB OF FRANKLIN NOON
PO BOX 1557FRANKLINTN370651557NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
RUSSELL RESCUE INC
4007 BIGBYVILLE RDCOLUMBIATN38401NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROADNASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
SIEGEL HIGH SCHOOL
3300 SIEGEL ROADMURFREESBOROTN37129NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
SMYRNA ROTARY CHARITABLE FOUNDATION
PO BOX 353SMYRNATN37167NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
SPECIAL OLYMPICS OF TENNESSEE
461 CRAIGHEAD STNASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
ST CECILIA ACADEMY
4210 HARDING PIKENASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 1000MEMPHISTN381480142NONE501(C)(3) PUBLIC CHAUNRESTRICTED$324
STATE POLICY NETWORK
1655 N FORT MYER DRIVE STE 360ARLINGTONVA22209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
TEP FOUNDATION
PO BOX 330875NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
THE ALS ASSOCIATION
PO BOX 37022BOONEIA500370022NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
THE CENTER FOR CONTEMPLATIVE JUSTICE
PO BOX 6330BNASHVILLETN37235NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
THE CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE100ARLINGTONVA22203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$360
THISTLE FARMS
5122 CHARLOTTE AVENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW STE 700WASHINGTONDC20004NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
TN VOICES
500 PROFESSIONAL PARK DRGOODLETTSVILLETN37072NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250,000
UNITED WAY OF GREATER NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
UNITED WAY OF PUERTO RICO
PO BOX 191914SAN JUANPR009191914NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
UNIVERSITY OF TENNESSEE FOUNDATION
1525 UNIVERSITY AVEKNOXVILLETN37921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
USA FOR UNHCR
1310 L ST NW STE 450WASHINGTONDC20005NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250,000
VANDERBILT UNIVERSITY MEDICAL CENTER
1210 MEDICAL CENTER DRKNOXVILLETN37921NONE501(C)(3) PUBLIC CHADEPARTMENT OF PSYCHIATRY$25,000
WIKIMEDIA FOUNDATION INC
1 MONTGOMERY STREET STE 1600SAN FRANCISCOCA94104NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
WILLIAMSON COUNTY ANIMAL CENTER
PO BOX 396FRANKLINTN37065NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
WILLIAMSON MEDICAL CENTER FOUNDATION
4321 CAROTHERS PARKWAY SUITE 603FRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS666758516NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
YOUTH VILLAGES
3310 PERIMETER HILL DRNASHVILLETN37211NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,399,402TotalGrantOrContriPdDurYrAmt
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$3,931ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,963ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,006,800ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,129,694ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,129,694TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JON P YARBROUGH
12000 MALLORY LANE STE 130-389FRANKLINTN37067$5,805,072Yes (X)Yes (X)
JON P YARBROUGH
22000 MALLORY LANE STE 130-389FRANKLINTN37067$1,940,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property43562 SHS APPLE INC.NoncashPropertyDesc
Fair Market Value$5,805,072FairMarketValueAmt
Received2022-12-19ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EQUITIES$8,309,158$12,735,929
CHARLES SCHWAB- TECH ONLY INVESTMENTS$12,930,872$41,230,484

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB OTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$0BookValueAmt
EOYFMV$1,002,012EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$5,173,533Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCHECK REORDER FEESDesc
Revenue And Expenses Per Books$49RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,241$2,241$0
YARBROUGH CAPITAL MANAGEMENT FEES$15,600$7,800$7,800

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,027$1,027$0
FEDERAL TAX PAYMENTS$16,503$0$0
FILING FEES$41$0$0

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