BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202141329349101404
Schema version
2020v4.1
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)
Return2021-05-12T09:07:58-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line1730 COOL SPRINGS BLVD - 120AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON YARBROUGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6155385636PhoneNum
Signature2021-05-10SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BAUTERSPreparerPersonNm
PTINP01612970PTIN
Phone3124861000PhoneNum
Preparation2021-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$70,384,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,454,509ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,462InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,462InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$130,762DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,762DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,596,812NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,636,898GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,596,812CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,183,545TotalRevAndExpnssAmt
Total Net Invst Incm$1,729,036TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,299LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,150LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,149LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$18,355OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,555OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,800OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,969TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,448TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,949TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,923,825ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,923,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,961,448TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,932,774TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,222,097ExcessRevenueOverExpensesAmt
Net Investment Income$1,715,883NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,092,327SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$444,197SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$444,197SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,592,874CorporateStockBOYAmt
Corporate Stock EOY$19,318,768CorporateStockEOYAmt
Corporate Stock EOYFMV$69,143,175CorporateStockEOYFMVAmt
Other Investments BOY$5,275,420OtherInvestmentsBOYAmt
Other Investments EOY$618,928OtherInvestmentsEOYAmt
Other Investments EOYFMV$797,491OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,960,621TotalAssetsBOYAmt
Total Assets EOY$20,381,893TotalAssetsEOYAmt
Total Assets EOYFMV$70,384,863TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$18,960,621CapitalStockBOYAmt
Capital Stock EOY$20,381,893CapitalStockEOYAmt
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$18,960,621TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,381,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,960,621TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,381,893TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,960,621TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,222,097ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,182,718SubtotalAmt
Other Decreases$8,800,825OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,381,893TotNetAstOrFundBalancesEOYAmt

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$11,636,898GrossSalesPriceAmt
Cost Or Other Basis$10,040,086CostOrOtherBasisAmt
Gain Or Loss$1,596,812GainOrLossAmt
Gains Minus Excess Or Losses$1,596,812GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,596,812CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,851InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,851SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,851TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,787EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,787TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$64TaxDueAmt

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 BooksDENISE ROYCEIndividualWithBooksNm
Phone6152029441PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1730 COOL SPRINGS BLVD - 120AddressLine1Txt
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
730 COOL SPRINGS BLVD - 120FRANKLINTN37067PRESIDENT1.00$0$0$0
KATHY LEE CAMPBELL YARBROUGH
730 COOL SPRINGS BLVD - 120FRANKLINTN37067SECRETARY1.00$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$51,013,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,390,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,403,329TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,403,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$786,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,617,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,580,864MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,580,864MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,851TaxBasedOnInvestmentIncomeAmt
Total Tax$23,851TotalTaxAmt
Distributable Before Adj$2,557,013DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,557,013DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,557,013DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,932,774ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,932,774QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,932,774AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,557,013DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$19,024ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$432ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$54,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,507TotalExcessDistributionCyovAmt
Qualifying Distributions$2,932,774QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,557,013AppliedToCurrentYearAmt
Remaining Distri From Corpus$375,761RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$449,268TotalCorpusAmt
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$19,024ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$430,244ExcessDistriCyovToNextYrAmt
Excess From Year3$432ExcessFromYear3Amt
Excess From Year1$54,051ExcessFromYear1Amt
Excess From Current Year$375,761ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
BATTLE GROUND ACADEMY
336 ERNEST RICE LANEFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,650,578
BEACON CENTER OF TENNESSEE
PO BOX 198646NASHVILLETN37219NONE501(C)(3) PUBLIC CHAUNRESTRICTED$75,000
BIG BROTHERS BIG SISTERS OF MIDDLE TN
1704 CHARLOTTE AVENUE SUITE 130NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$15,000
BOY WITH A BALL MINISTRIES
PO BOX 748BUFORDGA30515NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
BRIGHTSTONE
PO BOX 682966FRANKLINTN37068NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
CHILDRENS HOSPITAL OF THE KINGS DAUGHTERS
601 CHILDRENS LANENORFOLKVA23507NONE501(C)(3) PUBLIC CHAUNRESTRICTED$20,000
CHURCHES OF CHRIST DISASTER RELIEF INC
410 ALLIED DRIVENASHVILLETN37222NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
CJP SAFETY AND EDUCATION FOUNDATION
PO BOX 4304ENTERPRISEFL32725NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
COMMUNITY FOUNDATION OF MIDDLE TN
PO BOX 440225NASHVILLETN37244NONE501(C)(3) PUBLIC CHAUNRESTRICTED$700
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997NONE501(C)(3) PUBLIC CHAUNRESTRICTED$606
DAY 7
PO BOX 3325BRENTWOODTN37024NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$6,000
GILDA'S CLUB OF NASHVILLE
1707 DIVISION STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
GRACEWORKS
104 SOUTHEAST PARKWAYFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
HIGH HOPES INC
301 HIGH HOPES COURTFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
PO BOX 96105WASHINGTONDC20090NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
JUNIOR ACHIEVEMENT OF MIDDLE TN
120 POWELL PLACENASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
LIBERTY IN NORTH KOREA
1751 TORRANCE BOULEVARDTORRANCECA90501NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
MENTAL HEALTH ACTIVE RESPONSE TEAM
762 E ARGYLE AVENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$95,737
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROADFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$11,000
MIRIAM'S PROMISE
522 RUSSELL STREETNASHVILLETN37206NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,100
NAMI TENNESSEE
1101 KERMIT DRIVE STE 605NASHVILLETN37217NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
NAMI
3803 NORTH FAIRFAX DRIVE 3100ARLINGTONVA22203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
NASHVILLE ENTREPRENEUR CENTER
41 PEABODY STREETNASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$75,000
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENUENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$255
NASHVILLE PRIDE INC
PO BOX 330931NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$11,250
NEW HOPE ACADEMY
1820 DOWNS BOULEVARDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
NOAH'S ARK SOCIETY
PO BOX 158159NASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$258
PASO FINO HORSE ASSOCIATION
4047 IRON WORKS PARKWAYLEXINGTONKY40511NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
PFLAG NASHVILLE
PO BOX 331562NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
PRESTON TAYLOR MINISTRIES
4014 INDIANA AVENUENASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$800
RALLY FOUNDATION
5775 GLENRIDGE DRIVE BLDG B STE 370ATLANTAGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREETINDIANAPOLISIN46204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
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 3000BOONENC28607NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROADNASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,350
SPECIAL OLYMPICS OF TENNESSEE
461 CRAIGHEAD STREETNASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
ST CECILIA ACADEMY
4210 HARDING PIKENASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$289
STATE POLICY NETWORK
1655 N FORT MYER DRIVEARLINGTONVA22209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
TENNESSEE STATE UNIVERSITY FOUNDATION
3500 JOHN A MERRITT BLVDNASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
TEP FOUNDATION
PO BOX 330895NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
TGEN FOUNDATION
445 N 5TH STREETPHOENIXAZ85004NONE501(C)(3) PUBLIC CHAUNRESTRICTED$600
THE SALAVATION ARMY
PO BOX 78625NASHVILLETN37207NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NWWASHINGTONDC20004NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
TRINITY HOPE
2024 HUNTERS PLACEMT JULIETTN37122NONE501(C)(3) PUBLIC CHAUNRESTRICTED$300
UNCF
1805 7TH STREET NWWASHINGTONDC20001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
UNITED WAY OF NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$225,000
UNITED WAY OF PUERTO RICO
PO BOX 191914SAN JUANPR00919NONE501(C)(3) PUBLIC CHAUNRESTRICTED$60,000
UNITED WAY OF WILLIAMSON COUNTY
209 GOTHIC COURT 3107FRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
UNIVERSITY OF KENTUCKY
120 STURGILL DEVELOPMENT BUILDINGLEXINGTONKY40506NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
UNIVERSITY OF TENNESSEE FOUNDATION
1609 MELROSE AVENUEKNOXVILLETN37996NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
VANDERBILT UNIVERSITY MEDICAL CENTER
3323 WEST END AVENUE STE 900NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
WAGS & WALKS
2236 FEDERAL AVENUELOS ANGELESCA90064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$52
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREET 6TH FLOORSAN FRANCISCOCA94105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
WINGS OF FREEDOM
PO BOX 353SMYRNATN37167NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,923,825TotalGrantOrContriPdDurYrAmt
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$1,462ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$130,762ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,596,812ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,729,036ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,729,036TotalIncomeProducingActyAmt

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 Line1730 COOL SPRINGS BLVD 120AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,454,509TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
144150 SHS APPLE INC$5,143,4752020-09-10
147800 SHS APPLE INC$6,311,0342020-12-22

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EQUITIES$8,029,026$12,482,845
CHARLES SCHWAB- TECH ONLY INVESTMENTS$11,289,742$56,660,330

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$618,928BookValueAmt
EOYFMV$797,491EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,299LegalFeesAmt
Net Investment Income$1,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,149DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$8,800,825Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,755$2,755$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$1,448$1,448$0
FEDERAL TAX PAYMENTS$15,500$0$0
FILING FEES$21$0$0

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