BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349102763
Schema version
2017v2.2
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)
Return2018-05-15T13:13:36-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonMARK BAUTERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6155385636PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK BAUTERSPreparerPersonNm
PTINP01612970PTIN
Phone3124861000PhoneNum
Preparation2018-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,808,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,999,053ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,474InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,474InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$183,817DividendsRevAndExpnssAmt
Dividends Net Invst Incm$183,817DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,919,072NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,473,286GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,919,072CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$84OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$84OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,104,500TotalRevAndExpnssAmt
Total Net Invst Incm$3,105,447TotalNetInvstIncmAmt
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$1,367LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,367LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,267OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,267OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$23,348TaxesRevAndExpnssAmt
Taxes Net Invst Incm$309TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,398OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,476TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,665TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$852,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$852,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$907,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,476TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$873,155TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,196,830ExcessRevenueOverExpensesAmt
Net Investment Income$3,093,971NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,826,048SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,192,840SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,192,840SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,910,782CorporateStockBOYAmt
Corporate Stock EOY$3,534,113CorporateStockEOYAmt
Corporate Stock EOYFMV$14,153,777CorporateStockEOYFMVAmt
Other Investments BOY$1,086,045OtherInvestmentsBOYAmt
Other Investments EOY$8,018,468OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,462,126OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,822,875TotalAssetsBOYAmt
Total Assets EOY$12,745,421TotalAssetsEOYAmt
Total Assets EOYFMV$23,808,743TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$9,822,875CapitalStockBOYAmt
Capital Stock EOY$12,745,421CapitalStockEOYAmt
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$9,822,875TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,745,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,822,875TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,745,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,822,875TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,196,830ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,019,705SubtotalAmt
Other Decreases$4,274,284OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,745,421TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTION$79$79
PUBLICLY TRADED SECURITIES$2,918,993$2,918,993$7,473,286$4,554,293
FieldValueIRS element (for citing)
Capital Gain Net Income$2,919,072CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$394,107AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,420,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$445,479AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,656,423NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051462DistributionYr2Rt
Adjusted Qlfy Distri Yr3$346,760AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,729,699NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039722DistributionYr3Rt
Adjusted Qlfy Distri Yr4$425,124AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,961,290NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053399DistributionYr4Rt
Adjusted Qlfy Distri Yr5$88,775AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,083,030NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.021742DistributionYr5Rt
Total Distribution0.193654TotalDistributionRt
Average Distribution0.038731AverageDistributionRt
Net Vl Noncharitable Assets$18,073,261NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$699,995AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$30,940NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$730,935AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$873,155QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30,940InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,940SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,940TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,800EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$16,140TaxDueAmt

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

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$14,775,149AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,573,339AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,348,488TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,348,488AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$275,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,073,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$903,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$903,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,940TaxBasedOnInvestmentIncomeAmt
Total Tax$30,940TotalTaxAmt
Distributable Before Adj$872,723DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$872,723DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$872,723DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$873,155ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$873,155QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30,940PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$842,215AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$872,723DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$34,568ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$19,024ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$53,592TotalExcessDistributionCyovAmt
Qualifying Distributions$873,155QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$872,723AppliedToCurrentYearAmt
Remaining Distri From Corpus$432RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$54,024TotalCorpusAmt
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$54,024ExcessDistriCyovToNextYrAmt
Excess From Year4$34,568ExcessFromYear4Amt
Excess From Year2$19,024ExcessFromYear2Amt
Excess From Current Year$432ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
BATTLE GROUND ACADEMY
336 ERNEST RICE LANEFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200,000
BEACON CENTER OF TENNESSEE
PO BOX 198646NASHVILLETN37219NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
BIG BROTHERS BIG SISTERS OF MIDDLE TN
1704 CHARLOTTE AVENUE SUITE 130NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
BOULDER PRIDE
PO BOX 1018BOULDERCO80306NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164NONE501(C)(3) PUBLIC CHAUNRESTRICTED$11,750
CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$110,000
CHRIST PRESBYTERIAN ACADEMY
2323 OLD HICKORY BOULEVARDNASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80997NONE501(C)(3) PUBLIC CHAUNRESTRICTED$456
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
EAA VINTAGE AIRCRAFT ASSOCIATION INCORPORATED
PO BOX 3086OSHKOSHWI54903NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
FONDOS UNIDOS DE PUERTO RICO
PO BOX 191914SAN JUANPR00919NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
GRACEWORKS
104 SOUTHEAST PARKWAYFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
HEIFER INTERNATIONAL
PO BOX 6021ALBERT LEANM56007NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,260
HIGH HOPES INC
301 HIGH HOPES COURTFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,000
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
LIBERTY IN NORTH KOREA
1751 TORRANCE BOULEVARDTORRANCECA90501NONE501(C)(3) PUBLIC CHAUNRESTRICTED$3,000
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROADFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
MIRIAM'S PROMISE
522 RUSSELL STREETNASHVILLETN37206NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
NAMI
3803 NORTH FAIRFAX DRIVE 3100ARLINGTONVA22203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
NASHVILLE ENTREPRENEUR CENTER
41 PEABODY STREETNASHVILLETN37210NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50,000
NASHVILLE PRIDE INC
PO BOX 330931NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$10,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
RAISE THE ROOF ACADEMY
PO BOX 92216NASHVILLETN37209NONE501(C)(3) PUBLIC CHAUNRESTRICTED$160
RALLY FOUNDATION
5775 GLENRIDGE DRIVE BLDG B STE 370ATLANTAGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
SADDLE UP
1549 OLD HILLSBORO ROADFRANKLINTN37066NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,500
SHOW HOPE
PO BOX 647FRANKLINTN37065NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
SPECIAL OLYMPICS OF TENNESSEE
461 CRAIGHEAD STREETNASHVILLETN37204NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$490
TENNESSEE EQUALITY PROJECT FOUNDATION
PO BOX 330895NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
THE BEAT OF LIFE
3204 CRYSTAL SPRING LANEHERMITAGETN37076NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
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$25,000
TRINITY HOPE
2024 HUNTERS PLACEMT JULIETTN37122NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150
UNIVERSITY OF TENNEESEE FOUNDATION
1609 MELROSE AVENUEKNOXVILLETN37996NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
VANDERBILT UNIVERSITY DEPARTMENT OF PSYCHIATRY
3322 WEST END AVENUE STE 950NASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200,000
VANDERBILT UNIVERSITY OWEN SCHOOL
2301 VANDERBILT PLACENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREET 6TH FLOORSAN FRANCISCOCA94105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
WILLIAMSON COUNTY ANIMAL CENTER
106 CLAUDE YATES DRIVEFRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
WILLIAMSON MEDICAL CENTER FOUNDATION
4321 CAROTHERS PARKWAY STE 6FRANKLINTN37067NONE501(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$24
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$852,490TotalGrantOrContriPdDurYrAmt
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$2,474ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$183,817ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,919,072ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,105,447ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,105,447TotalIncomeProducingActyAmt

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$4,999,053TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
123,925 SHS FACEBOOK, INC. STOCK$4,272,6462017-12-20
110,000 SHS LAS VEGAS SANDS CORP STOCK$708,4002017-12-20
1160 SHS VISA, INC. STOCK$18,0072017-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$7,800Amt
Net Investment Income$3,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,900DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB EQUITIESStockNm
EOY Book Value$3,534,113EOYBookValueAmt
EOYFMV$14,153,777EOYFMVAmt

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$8,018,468BookValueAmt
EOYFMV$8,462,126EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,367LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,367DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$4,274,284Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHECK REORDER FEES$42$0$42
DUES AND SUBSCRIPTIONS$1,000$0$1,000
FREIGHT COSTS$8,356$0$8,356

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCHARLES SCHWAB #8881Desc
Revenue And Expenses Per Books$84RevenueAndExpensesPerBooksAmt
Net Investment Income$84NetInvestmentIncomeAmt
Adjusted Net Income$84AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$1,267$1,267$0
YARBROUGH CAPITAL MANAGEMENT FEES$12,000$6,000$6,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$309$309$0
FEDERAL TAX PAYMENTS$23,018$0$0
FILING FEES$21$0$0

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