BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349103352
Schema version
2021v4.2
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)
Return2022-05-12T14:03:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BAUTERSPreparerPersonNm
PTINP01612970PTIN
Phone3124861000PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,650,524FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,064,677ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$85InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$85InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$113,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,714,137NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,052,991GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,714,137CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,892,511TotalRevAndExpnssAmt
Total Net Invst Incm$3,827,834TotalNetInvstIncmAmt
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$5,978AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,989AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,989AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,236OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,436OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,800OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$52,823TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,238TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,789TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,431,551ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,431,551ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,508,588TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,663TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,442,340TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,383,923ExcessRevenueOverExpensesAmt
Net Investment Income$3,813,171NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$444,197SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,556,642SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,556,642SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,318,768CorporateStockBOYAmt
Corporate Stock EOY$21,963,221CorporateStockEOYAmt
Corporate Stock EOYFMV$86,894,483CorporateStockEOYFMVAmt
Other Investments BOY$618,928OtherInvestmentsBOYAmt
Other Investments EOY$149,938OtherInvestmentsEOYAmt
Other Investments EOYFMV$199,398OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,381,893TotalAssetsBOYAmt
Total Assets EOY$23,669,802TotalAssetsEOYAmt
Total Assets EOYFMV$88,650,524TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$20,381,893CapitalStockBOYAmt
Capital Stock EOY$23,669,802CapitalStockEOYAmt
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$20,381,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,669,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,381,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,669,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,381,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,383,923ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$28,765,816SubtotalAmt
Other Decreases$5,096,014OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,669,802TotNetAstOrFundBalancesEOYAmt

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$8,052,991GrossSalesPriceAmt
Cost Or Other Basis$4,338,854CostOrOtherBasisAmt
Gain Or Loss$3,714,137GainOrLossAmt
Gains Minus Excess Or Losses$3,714,137GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,714,137CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53,003InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$53,003SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$53,003TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$51,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$51,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,503TaxDueAmt

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$77,505,830AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,041,935AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$78,547,765TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$78,547,765AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,178,216CashDeemedCharitableAmt
Net Vl Noncharitable Assets$77,369,549NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,868,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,868,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$53,003TaxBasedOnInvestmentIncomeAmt
Total Tax$53,003TotalTaxAmt
Distributable Before Adj$3,815,474DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,815,474DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,815,474DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,442,340ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,442,340QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,815,474DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$432ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$54,051ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$375,761ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$430,244TotalExcessDistributionCyovAmt
Qualifying Distributions$4,442,340QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,815,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$626,866RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,057,110TotalCorpusAmt
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$1,057,110ExcessDistriCyovToNextYrAmt
Excess From Year4$432ExcessFromYear4Amt
Excess From Year2$54,051ExcessFromYear2Amt
Excess From Year1$375,761ExcessFromYear1Amt
Excess From Current Year$626,866ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVENTURE SCIENCE CENTER
800 FORT NEGLEY BLVDNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVE 17TH FLCHICAGOIL606017633NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK731231718NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
AMERICAN RED CROSS
2201 CHARLOTTE AVENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
AUSTIN ANGELS
9901 BRODIE LN STE 160 PMB 255AUSTINTX78748NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
AUTISM SPEAKS
1060 STATE ROAD 2ND FLOORPRINCETONNJ08540NONE501(C)(3) PUBLIC CHAUNRESTRICTED$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 WITH A BALL MINISTRIES
PO BOX 748BUFORDGA30515NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
BRIGHTSTONE
PO BOX 682966FRANKLINTN37068NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
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 COMMUNITY CHURCH OF FRANKLIN INC
1125 HILLSBORO RDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
CJP SAFETY AND EDUCATION FOUNDATION
PO BOX 4304ENTERPRISEFL327250304NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
COMMUNITY FOUNDATION OF MIDDLE TN
PO BOX 440225NASHVILLETN37244NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,164
DAY 7
PO BOX 150754NASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST FL 16NEW YORKNY100061751NONE501(C)(3) PUBLIC CHAUNRESTRICTED$12,000
EAA AVIATION FOUNDATION
PO BOX 3816OSHKOSHWI549033816NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE N J5-200SEATTLEWA981091024NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
GILDA'S CLUB OF NASHVILLE
1707 DIVISION STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
GRACEWORKS
104 SOUTHEAST PARKWAY STE 104FRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,500
GRACEWORKS
104 SOUTHEAST PARKWAY STE 104FRANKLINTN37067NONE501(C)(3) PUBLIC CHACANCER PATIENTS OR IMMEDIATE FAMILIES$5,000
HEIFER INTERNATIONAL
PO BOX 8058LITTLE ROCKAR722038058NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
HIGH HOPES INC
301 HIGH HOPES COURTFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
HOME STREET HOME MINISTRIES
413 ROCKWOOD DRHERMITAGETN37076NONE501(C)(3) PUBLIC CHAUNRESTRICTED$119
HRC FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
INT'L FELLOWSHIP OF CHRISTIANS AND JEWS
PO BOX 96105WASHINGTONDC200906105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,250
JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE
120 POWELL PLACENASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
LIBERTY IN NORTH KOREA
236 E 3RD ST STE 210LONG BEACHCA90802NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROAD STE 319FRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$22,000
MIRIAM'S PROMISE
1008 19TH AVENUE SNASHVILLETN37212NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,500
NAMI TENNESSEE
1101 KERMIT DRIVE STE 605NASHVILLETN37217NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
NAMI
PO BOX 49104BALTIMOREMD21297NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
NASHVILLE ENTREPRENEUR CENTER
41 PEABODY STREETNASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,243
NASHVILLE PRIDE INC
PO BOX 330931NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
NASHVILLE PUBLIC TELEVISION
161 RAINS AVENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$35
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN372034226NONE501(C)(3) PUBLIC CHAUNRESTRICTED$22,324
NEW HOPE ACADEMY
1820 DOWNS BOULEVARDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,500
PFLAG NASHVILLE
PO BOX 331562NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
PRESTON TAYLOR MINISTRIES
4014 INDIANA AVENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$600
RAISE THE ROOF ACADEMY
305 STONE HEATH CTNASHVILLETN372116989NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
RALLY FOUNDATION
5775 GLENRIDGE DR STE B370ATLANTAGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
REAGAN RANCH
PO BOX 2518SANTA BARBARACA931202518NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
ROTARY CLUB OF SMYRNA
PO BOX 353SMYRNATN37167NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC286073000NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,500
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROADNASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
SPECIAL OLYMPICS OF TENNESSEE
461 CRAIGHEAD STNASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,750
ST CECILIA ACADEMY
4210 HARDING PIKENASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 1000 DEPT 142MEMPHISTN381480142NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,324
STATE POLICY NETWORK
1655 N FORT MYER DRIVE STE 360ARLINGTONVA22209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
TENNESSEE STATE UNIVERSITY FOUNDATION
3500 JOHN A MERRITT BLVD CAMPUS BOXNASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,0009542
TEP FOUNDATION
PO BOX 330895NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
TGEN FOUNDATION
445 N 5TH STREET STE 120PHOENIXAZ85004NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
THE ARK COMMUNITY RESOURCE CENTER
PO BOX 224KINGSTON SPRINGSTN37082NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
THE GIDEONS INTERNATIONAL
50 CENTURY BLVDNASHVILLETN37214NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE100ARLINGTONVA22203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$240
THE SALVATION ARMY
PO BOX 78625NASHVILLETN372078625NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,750
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW STE 700WASHINGTONDC20004NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
TN TECHNOLOGICAL UNIVERSITY FOUNDATION
705 N DIXIE AVE ROOM 104COOKEVILLETN38505NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,000,000
TRINITY HOPE
237 CIRCLE VIEW DRFRANKLINTN370671332NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,050
UNCF
1805 7TH ST NWWASHINGTONDC20001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
UNITED WAY OF PUERTO RICO
PO BOX 191914SAN JUANPR009191914NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
UNITED WAY OF WILLIAMSON COUNTY
209 GOTHIC COURT 107FRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
UNIVERSITY OF TENNESSEE FOUNDATION
1525 UNIVERSITY AVEKNOXVILLETN37921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
VANDERBILT UNIVERSITY MEDICAL CENTER
1210 MEDICAL CENTER DRKNOXVILLETN37921NONE501(C)(3) PUBLIC CHAMEMORY AND ALZEHIMER CENTER$3,000
VANDERBILT UNIVERSITY MEDICAL CENTER
1210 MEDICAL CENTER DRNASHVILLETN372320008NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,100
VANDERBILT UNIVERSITY
PMB 407727NASHVILLETN372039700NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
WIKIMEDIA FOUNDATION INC
1 MONTGOMERY STREET STE 1600SAN FRANCISCOCA94104NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
WILLIAMSON COUNTY ANIMAL CENTER
106 CLAUDE YATES DRFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$52
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,431,551TotalGrantOrContriPdDurYrAmt
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$85ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,612ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,714,137ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,827,834ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,827,834TotalIncomeProducingActyAmt

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$5,564,677Yes (X)Yes (X)
JON P YARBROUGH
22000 MALLORY LANE STE 130-389FRANKLINTN37067$3,500,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13763 SHS INVESCO QQQ TRUST$1,448,2662021-12-21
1692 SHS MICROSOFT CORP.$224,0492021-12-21
15765 SHS META PLATFORMS INC CLASS A$1,901,7582021-12-21
1700 SHS ALPHABET INC CLASS A$1,990,6042021-12-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$5,978Amt
Net Investment Income$2,989NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,989DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EQUITIES$9,032,349$13,416,111
CHARLES SCHWAB- TECH ONLY INVESTMENTS$12,930,872$73,478,372

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$149,938BookValueAmt
EOYFMV$199,398EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$5,096,014Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,636$2,636$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$1,238$1,238$0
FEDERAL TAX PAYMENTS$51,564$0$0
FILING FEES$21$0$0

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