YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349101448
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:03:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205980265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YARBROUGH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YARB | BusinessNameControlTxt |
| Phone | 6155385636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 COOL SPRINGS BLVD - 120 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON YARBROUGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6155385636 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK BAUTERS | PreparerPersonNm |
| PTIN | P01612970 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 08:35:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A99C3EFC176138A8255154AD9FB3E833C89A111 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,439,482 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,759,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $590,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $764,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $590,391 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,500,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $276 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,704 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,335 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $394,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,090,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $730,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,032,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,826,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,826,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,716,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,910,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,257,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $139,456 | CorporateBondsBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,086,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,356,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,888,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,822,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,439,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,888,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,822,875 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,888,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,822,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,888,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,822,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,888,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,090,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,978,965 | SubtotalAmt |
| Other Decreases | $1,156,090 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,822,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | $58,431 | $58,431 | ||
| PUBLICLY TRADED SECURITIES | $531,960 | $531,960 | $764,383 | $232,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $590,391 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $445,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,656,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $346,760 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,729,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $425,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,961,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,083,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $598,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,022,497 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.198092 | DistributionYr5Rt |
| Total Distribution | 0.364417 | TotalDistributionRt |
| Average Distribution | 0.072883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,420,867 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,051,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,058,345 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $394,107 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $8,218 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DENISE ROYCE | IndividualWithBooksNm |
| Phone | 6152029441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 COOL SPRINGS BLVD - 120 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JON YARBROUGH | ||||||||
| 730 COOL SPRINGS BLVD - 120 | FRANKLIN | TN | 37067 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHY LEE CAMPBELL YARBROUGH | ||||||||
| 730 COOL SPRINGS BLVD - 120 | FRANKLIN | TN | 37067 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE 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 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,548,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,091,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,640,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,640,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,420,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,618 | TotalTaxAmt |
| Distributable Before Adj | $706,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $706,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $706,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $394,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $394,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $394,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $706,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $339,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $34,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $19,024 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $392,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $394,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $394,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $312,318 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $312,318 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,375 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $26,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,592 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,568 | ExcessFromYear3Amt |
| Excess From Year1 | $19,024 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON YARBROUGH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP | |||||||
| PO BOX 2888 | BRENTWOOD | TN | 37027 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 |
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100 |
| AOPA FOUNDATION | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,500 |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $80 |
| BATTLE GROUND ACADEMY | |||||||
| 336 ERNEST RICE LANE | FRANKLIN | TN | 37069 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $150,000 |
| BEACON CENTER OF TENNESSEE | |||||||
| PO BOX 198646 | NASHVILLE | TN | 37219 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50,000 |
| CENTER FOR LIVING & LEARNING | |||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50,000 |
| CHRIST PRESBYTERIAN ACADEMY | |||||||
| 2323 OLD HICKORY BOULEVARD | NASHVILLE | TN | 37215 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $300 |
| EAA VINTAGE AIRCRAFT ASSOCIATION INCORPORATED | |||||||
| PO BOX 3086 | ASHKOSH | WI | 54903 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,500 |
| FRIENDS OF THE SMOKIES | |||||||
| PO BOX 1660 | KODAK | TN | 37764 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100 |
| GRACEWORKS | |||||||
| 104 SOUTHEAST PARKWAY | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 6021 | ALBERT LEA | NM | 56007 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $600 |
| HIGH HOPES INC | |||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100,000 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $210 |
| LIBERTY IN NORTH KOREA | |||||||
| 1751 TORRANCE BOULEVARD | TORRANCE | CA | 90501 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 |
| MERCY COMMUNITY HEALTHCARE | |||||||
| 1113 MURFREESBORO ROAD | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $250 |
| MIRIAM'S PROMISE | |||||||
| 522 RUSSELL STREET | NASHVILLE | TN | 37206 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE 3100 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 |
| NASHVILLE HUMANE ASSOCIATION | |||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100 |
| NASHVILLE PRIDE INC | |||||||
| PO BOX 330931 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $10,000 |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $800 |
| PLAY A ROLE FUND | |||||||
| PO BOX 331786 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37066 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,600 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $240 |
| TENNESSEE EQUALITY PROJECT FOUNDATION | |||||||
| PO BOX 330895 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,500 |
| THE PAT SUMMIT FOUNDATION | |||||||
| 520 W SUMMITT HILL DRIVE SUITE 1101 | KNOXVILLE | TN | 37902 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 |
| THE SALAVATION ARMY | |||||||
| PO BOX 78625 | NASHVILLE | TN | 37207 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 |
| TRINITY HOPE | |||||||
| 2024 HUNTERS PLACE | MT JULIET | TN | 37122 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 |
| VANDERBILT UNIVERSITY OWEN SCHOOL | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $200 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET 6TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 |
| WILLIAMSON COUNTY ANIMAL CENTER | |||||||
| 106 CLAUDE YATES DRIVE | FRANKLIN | TN | 37067 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 |
| WINGS OF FREEDOM | |||||||
| PO BOX 353 | SMYRNA | TN | 37167 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,730 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $590,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $740,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $740,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JON P YARBROUGH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 COOL SPRINGS BLVD 120 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,759,930 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHS AMAZON.COM, INC STOCK | $77,105 | 2016-12-20 |
| 1 | 2,068 SHS ALPHABET INC CLASS A STOCK | $1,682,825 | 2016-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $6,925 | Amt |
| Net Investment Income | $3,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,462 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB EQUITIES | $3,012,180 | $8,859,894 |
| CHARLES SCHWAB EQUITY FUNDS | $2,898,602 | $3,397,469 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,086,045 | BookValueAmt |
| EOYFMV | $1,356,071 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $276 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $276 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,156,090 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECK REORDER FEES | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,104 | $1,104 | $0 |
| YARBROUGH CAPITAL MANAGEMENT FEES | $7,200 | $3,600 | $3,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,335 | $1,335 | $0 |
| FEDERAL TAX PAYMENTS | $5,966 | $0 | $0 |
| FILING FEES | $21 | $0 | $0 |
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