BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-19
IRS object ID
202001409349100215
Schema version
2019v5.1
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)
Return2020-05-19T13:17:00-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BAUTERSPreparerPersonNm
PTINP01612970PTIN
Phone3124861000PhoneNum
Preparation2020-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,809,069FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,667,432ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,621InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,621InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$373,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$373,642DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,469,768NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,343,004GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,469,768CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,512,463TotalRevAndExpnssAmt
Total Net Invst Incm$2,845,031TotalNetInvstIncmAmt
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$6,321AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,161AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,160AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,732OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,932OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,800OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,375TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,354TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$174OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$174OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,447TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,134TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,588,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,588,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,622,912TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,447TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,599,444TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,889,551ExcessRevenueOverExpensesAmt
Net Investment Income$2,831,584NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$385,673SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,092,327SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,092,327SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,028,396CorporateStockBOYAmt
Corporate Stock EOY$9,592,874CorporateStockEOYAmt
Corporate Stock EOYFMV$33,959,835CorporateStockEOYFMVAmt
Other Investments BOY$7,647,861OtherInvestmentsBOYAmt
Other Investments EOY$5,275,420OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,756,907OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,061,930TotalAssetsBOYAmt
Total Assets EOY$18,960,621TotalAssetsEOYAmt
Total Assets EOYFMV$43,809,069TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,061,930CapitalStockBOYAmt
Capital Stock EOY$18,960,621CapitalStockEOYAmt
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$13,061,930TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,960,621TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,061,930TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,960,621TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,061,930TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,889,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$24,951,481SubtotalAmt
Other Decreases$5,990,860OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,960,621TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$5,342,770$2,873,326$2,469,534$2,469,534
CAPITAL GAIN DISTRIBUTION$234$234$234
FieldValueIRS element (for citing)
Capital Gain Net Income$2,469,768CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,186,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,420,965NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048598DistributionYr1Rt
Adjusted Qlfy Distri Yr2$842,215AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,073,261NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046600DistributionYr2Rt
Adjusted Qlfy Distri Yr3$394,107AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,420,867NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.027329DistributionYr3Rt
Adjusted Qlfy Distri Yr4$445,479AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,656,423NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051462DistributionYr4Rt
Adjusted Qlfy Distri Yr5$346,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,729,699NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039722DistributionYr5Rt
Total Distribution0.213711TotalDistributionRt
Average Distribution0.042742AverageDistributionRt
Net Vl Noncharitable Assets$31,474,171NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,345,269AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28,316NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,373,585AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,599,444QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$28,316InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,316SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,316TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,603EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,603TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,287OverpaymentAmt
Applied To ES Tax$8,287AppliedToESTaxAmt
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 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$31,101,904AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$851,569AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,953,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,953,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$479,302CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,474,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,573,709MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,573,709MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,316TaxBasedOnInvestmentIncomeAmt
Total Tax$28,316TotalTaxAmt
Distributable Before Adj$1,545,393DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,545,393DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,545,393DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,599,444ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,599,444QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$28,316PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,571,128AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,545,393DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$19,024ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$432ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$19,456TotalExcessDistributionCyovAmt
Qualifying Distributions$1,599,444QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,545,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,051RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$73,507TotalCorpusAmt
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$73,507ExcessDistriCyovToNextYrAmt
Excess From Year4$19,024ExcessFromYear4Amt
Excess From Year2$432ExcessFromYear2Amt
Excess From Current Year$54,051ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016NONE501(C)(3) PUBLIC CHAUNRESTRICTED$125
BACK ON MY FEET
100 S BROAD STREET STEPHILADELPHIAPA19110NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
BATTLE GROUND ACADEMY
336 ERNEST RICE LANEFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$752,000
BEACON CENTER OF TENNESSEE
PO BOX 198646NASHVILLETN37219NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE
1704 CHARLOTTE AVENUE SUITE 130NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
BOOT CAMPAIGN
535 W SOUTHWEST LOOP 323TYLERTX75701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150
BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL
3414 HILLSBORO PIKEALBERT LEATN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
BOY WITH A BALL MINISTRIES
PO BOX 748BULFORDGA30515NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
BRIGHTSTONE
PO BOX 682966FRANKLINTN37068NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$350
CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$115,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,300
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
EAA VINTAGE AIRCRAFT ASSOCIATION INCORPORATED
PO BOX 3086OSHKOSHWI54903NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
FOUNDATION FOR LEARNING & YOUTH TRAVEL ED
1614 EAST 6TH STREETAUSTINTX78702NONE501(C)(3) PUBLIC CHAUNRESTRICTED$53
GILDA'S CLUB MIDDLE TENNESSEE
1707 DIVISION STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
GRACEWORKS
104 SOUTHEAST PARKWAYFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
HEIFER INTERNATIONAL
PO BOX 6021ALBERT LEANM56007NONE501(C)(3) PUBLIC CHAUNRESTRICTED$750
HIGH HOPES INC
301 HIGH HOPES COURTFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
HOME STREET HOME MINISTRIES
1209 PRECIOUS DRIVENASHVILLETN37214NONE501(C)(3) PUBLIC CHAUNRESTRICTED$103
HOPE 4 YOUTH
2191 NORTHDALE BOULEVARD NWCOON RAPIDSMN55433NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
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 TENNESSEE
120 POWELL PLACENASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
LIBERTY IN NORTH KOREA
1751 TORRANCE BOULEVARDTORRANCECA90501NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,500
MAKE A WISH OF MIDDLE TENNESSEE INC
600 HILL AVEUE STE 201NASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$350
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROADFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
MIRIAM'S PROMISE
522 RUSSELL STREETNASHVILLETN37206NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,100
MUSIC MOVEMENT
29242 WINDING BROOK DRIVEMENIFEECA92584NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
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 STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$55,000
NASHVILLE PRIDE INC
PO BOX 330931NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
1800 M STREET NW STE B50NWASHINGTONDC20036NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
NOAH'S ARK SOCIETY INC
PO BOX 158159NASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
PFLAG NASHVILLE
PO BOX 331562NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
PROJECT LIFESAVER
815 BATTLEFIELD BOULEVARD SOUTHCHESAPEAKEVA23322NONE501(C)(3) PUBLIC CHAUNRESTRICTED$525
RAISE THE ROOF ACADEMY
PO BOX 92216NASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$435
RALLY FOUNDATION
5775 GLENRIDGE DRIVE BLDG B STE 370ATLANTAGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE ROADNASHVILLETN37228NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
SPECIAL OLYMPICS OF TENNESSEE
461 CRAIGHEAD STREETNASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
ST CECILIA ACADEMY
41O HARDING PIKENASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$7,200
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$490
STUDIO TENN THEATRE COMPANY
230 FRANKLIN ROADFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$300
TENNESSEE EQUALITY PROJECT FOUNDATION
PO BOX 330895NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
TENNESSEE STATE MUSUEM
1000 ROSA L PARKS BOULEVARDNASHVILLETN37243NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25,000
THE BEAT OF LIFE
3204 CRYSTAL SPRING LANEHERMITAGETN37076NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
THE SALAVATION ARMY
PO BOX 78625NASHVILLETN37207NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
THE UNITED WAY OF WILLIAMSON COUNTY
209 GOTHIC COURT 3107FRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100,000
TRINITY HOPE
2024 HUNTERS PLACEMT JULIETTN37122NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
VANDERBILT UNIVERSITY DEPARTMENT OF PSYCHIATRY
3322 WEST END AVENUE STE 950NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250,000
VANDERBILT UNIVERSITY MEDICAL CENTER
3323 WEST END AVENUE STE 900NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
VANDERBILT UNIVERSITY OWEN SCHOOL
2301 VANDERBILT PLACENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
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
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC20090NONE501(C)(3) PUBLIC CHAUNRESTRICTED$25
WOUNDED WARRIOR PROJECT
4899 BELFORT RO4899JACKSONVILLEFL32256NONE501(C)(3) PUBLIC CHAUNRESTRICTED$104
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,588,310TotalGrantOrContriPdDurYrAmt
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$1,621ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$373,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,469,768ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,845,031ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,845,031TotalIncomeProducingActyAmt

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$10,667,432TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3906 SHS AMAZON.COM INCNoncashPropertyDesc
Fair Market Value$7,167,432FairMarketValueAmt
Received2019-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$6,321Amt
Net Investment Income$3,161NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,160DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EQUITIES$3,682,027$4,689,986
CHARLES SCHWAB- TECH ONLY INVESTMENTS$5,910,847$29,269,849

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$5,275,420BookValueAmt
EOYFMV$5,756,907EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$5,990,860Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCHECK REORDER FEESDesc
Revenue And Expenses Per Books$174RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$174DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$132$132$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$2,354$2,354$0
FEDERAL TAX PAYMENTS$10,000$0$0
FILING FEES$21$0$0

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