BETA

YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201631329349102473
Schema version
2015v2.1
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)
Return2016-05-11T15:51:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven J NadingPreparerPersonNm
PTINP01479068PTIN
Phone3124861000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,586,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,540,593ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$151,817DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,817DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$177,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$302,771GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$177,103CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,870,026TotalRevAndExpnssAmt
Total Net Invst Incm$329,433TotalNetInvstIncmAmt
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$6,807AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,404AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,403AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,342OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,742OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,434TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,976TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,583TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,122TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,003TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$438,476ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$438,476ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$457,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,122TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$445,479TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,412,967ExcessRevenueOverExpensesAmt
Net Investment Income$318,311NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$782,300SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,032,410SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,032,410SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,095,452CorporateStockBOYAmt
Corporate Stock EOY$5,716,388CorporateStockEOYAmt
Corporate Stock EOYFMV$11,425,236CorporateStockEOYFMVAmt
Corporate Bonds BOY$255,396CorporateBondsBOYAmt
Corporate Bonds EOY$139,456CorporateBondsEOYAmt
Corporate Bonds EOYFMV$128,928CorporateBondsEOYFMVAmt
Total Assets BOY$5,133,148TotalAssetsBOYAmt
Total Assets EOY$8,888,254TotalAssetsEOYAmt
Total Assets EOYFMV$14,586,574TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,133,148CapitalStockBOYAmt
Capital Stock EOY$8,888,254CapitalStockEOYAmt
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$5,133,148TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,888,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,133,148TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,888,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,133,148TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,412,967ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,546,115SubtotalAmt
Other Decreases$2,657,861OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,888,254TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,100 ISHARES JP MORGAN EMERGING MARKETS BOND ETF2011-02-082015-10-28$119,378$115,940$3,438$3,438
1,050 ISHARES SELECT DIVIDEND ETF2011-06-022015-10-28$80,271$55,398$24,873$24,873
0.88 SHS ASCENA RETIAL GROUP2015-08-252015-08-25$10$10$0$0
1 SHS AOL INC2011-04-112015-06-30$50$15$35$35
792 SHS AOL INC2011-10-102015-06-30$39,600$6,252$33,348$33,348
516 SHS ANN INC2009-06-292015-08-25$23,220$4,063$19,157$19,157
0.72 SHS AT&T2006-07-172015-07-27$25$6$19$19
48 SHS DIRECTV2006-06-142015-07-27$1,368$1,368$1,368
96 SHS DIRECTV2006-07-172015-07-27$2,736$2,736$2,736
719 SHS DIRECTV2006-07-172015-07-27$20,492$20,492$20,492
74 SHS DIRECTV2008-06-162015-07-27$2,109$2,109$2,109
225 SHS DIRECTV2008-11-182015-07-27$6,413$6,413$6,413
248 SHS DIRECTV2008-11-182015-07-27$7,068$7,068$7,068
0.52 SHS WESTROCK2009-03-232015-07-02$31$7$24$24
CAPITAL GAIN DISTRIBUTION$56,023$56,023
FieldValueIRS element (for citing)
Capital Gain Net Income$177,103CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$346,760AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,729,699NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039722DistributionYr1Rt
Adjusted Qlfy Distri Yr2$425,124AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,961,290NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053399DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,775AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,083,030NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.021742DistributionYr3Rt
Adjusted Qlfy Distri Yr4$598,732AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,022,497NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.198092DistributionYr4Rt
Adjusted Qlfy Distri Yr5$121,069AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,383,376NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087517DistributionYr5Rt
Total Distribution0.400472TotalDistributionRt
Average Distribution0.080094AverageDistributionRt
Net Vl Noncharitable Assets$8,656,423NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$693,328AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,183NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$696,511AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$445,479QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,366InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,366SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,366TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$434OverpaymentAmt
Applied To ES Tax$434AppliedToESTaxAmt
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

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$7,970,114AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$818,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,788,247TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,788,247AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$131,824CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,656,423NetVlNoncharitableAssetsAmt
Minimum Investment Return$432,821MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$432,821MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,366TaxBasedOnInvestmentIncomeAmt
Total Tax$6,366TotalTaxAmt
Distributable Before Adj$426,455DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$426,455DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$426,455DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$445,479ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$445,479QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$445,479AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$426,455DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$339,101ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$34,568ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$373,669TotalExcessDistributionCyovAmt
Qualifying Distributions$445,479QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$426,455AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,024RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$392,693TotalCorpusAmt
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$392,693ExcessDistriCyovToNextYrAmt
Excess From Year4$339,101ExcessFromYear4Amt
Excess From Year2$34,568ExcessFromYear2Amt
Excess From Current Year$19,024ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
PO BOX 96011WASHINGTONDC20090NONE501(C)(3) PUBLIC CHAUNRESTRICTED$350
AMERICAN DIABETES ASSOCIATION
PO BOX 11454ALEXANDRIAVA22311NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
AMERICAN HEART ASSOCIATION
1101 NORTHCHASE PARKWAY 1MARIETTAGA30067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
BATTLE GROUND ACADEMY
336 ERNEST RICE LANEFRANKLINTN37069NONE501(C)(3) PUBLIC CHAUNRESTRICTED$150,000
CENTER FOR LIVING & LEARNING
PO BOX 50272NASHVILLETN37205NONE501(C)(3) PUBLIC CHAUNRESTRICTED$210,200
CHRIST PRESBYTERIAN ACADEMY
2323 OLD HICKORY BOULEVARDNASHVILLETN37215NONE501(C)(3) PUBLIC CHAUNRESTRICTED$300
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONE501(C)(3) PUBLIC CHAUNRESTRICTED$30
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
GRACEWORKS
104 SOUTHEAST PARKWAYFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
HABITAT FOR HUMANITY WILLIAMSON COUNTY
511 WEST MEADE BLVDFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
HEIFER INTERNATIONAL
PO BOX 6021ALBERT LEANM56007NONE501(C)(3) PUBLIC CHAUNRESTRICTED$910
HRC FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONE501(C)(3) PUBLIC CHAUNRESTRICTED$57,000
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
PO BOX 96105WASHINGTONDC20090NONE501(C)(3) PUBLIC CHAUNRESTRICTED$50
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROADFRANKLINTN37064NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
MIRIAM'S PROMISE
522 RUSSELL STREETNASHVILLETN37206NONE501(C)(3) PUBLIC CHAUNRESTRICTED$1,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
RALLY FOUNDATION
5775 GLENRIDGE DRIVE BLDG BSANDY SPRINGSGA30328NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
ROTARY CLUB OF SMYRNA
PO BOX 353SMYRNATN37167NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,086
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAUNRESTRICTED$250
THE BEAT OF LIFE
3204 CRYSTAL SPRING LANEHERMITAGETN37076NONE501(C)(3) PUBLIC CHAUNRESTRICTED$5,000
THE RAINING SEASON
PO BOX 997SPRING HILLTN37174NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
THE SALAVATION ARMY
PO BOX 78625NASHVILLETN37207NONE501(C)(3) PUBLIC CHAUNRESTRICTED$500
TRINITY HOPE
2024 HUNTERS PLACEMT JULIETTN37122NONE501(C)(3) PUBLIC CHAUNRESTRICTED$100
VANDERBILT UNIVERSITY OWEN SCHOOL
2301 VANDERBILT PLACENASHVILLETN37203NONE501(C)(3) PUBLIC CHAUNRESTRICTED$200
WILLIAMSON MEDICAL CENTER FOUNDATION
4321 CAROTHERS PARKWAY SUITE 603fRANKLINTN37067NONE501(C)(3) PUBLIC CHAUNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$438,476TotalGrantOrContriPdDurYrAmt
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$513ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,817ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$177,103ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$329,433ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$329,433TotalIncomeProducingActyAmt

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$6,540,593TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,682 SHS ALPHABET INC CLASS C STOCKNoncashPropertyDesc
Fair Market Value$4,340,593FairMarketValueAmt
Received2015-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$6,807Amt
Net Investment Income$3,404NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,403DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS FIXED INCOMEBondNm
EOY Book Value$139,456EOYBookValueAmt
EOYFMV$128,928EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS MUTUAL FUNDS$3,190,882$3,617,171
MORGAN STANLEY EQUITY INVESTMENTS$842,772$3,496,109
CHARLES SCHWAB$1,682,734$4,311,956

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$2,657,861Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$1,142$1,142$0
YARBROUGH CAPITAL MANAGEMENT FEES$7,200$3,600$3,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$2,976$2,976$0
FEDERAL TAX PAYMENTS$418$0$0
FILING FEES$40$0$0

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