YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349102676
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T15:50:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN J NADING | PreparerPersonNm |
| PTIN | P01479068 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,660,683 | 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 | $11,650 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $328,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $347,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,287 | 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 | $1,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $794 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $794 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,088 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,087 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,575 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $586,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $782,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $782,300 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $5,000 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $4,246,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,095,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,614,342 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $329,482 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $255,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,041 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,167,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,133,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,660,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,167,810 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,133,148 | 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 | $5,167,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,133,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,167,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,133,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,167,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,133,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,133,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 850 SHS ISHARES IBOXX $HIGH YIELD CORPORATE BOND | 2011-06-02 | 2014-08-18 | $80,136 | $74,085 | $6,051 | $6,051 |
| 12,427.51 SHS GS US EQUITY DIVIDEND AND PREMIUM FUND | 2007-01-09 | 2014-11-04 | $150,000 | $110,340 | $39,660 | $39,660 |
| 230 SHS SPDR S&P 500 ETF TRUST | 2011-08-04 | 2014-11-04 | $46,252 | $28,115 | $18,137 | $18,137 |
| 626 SHS BEAM INC COM | 2009-03-23 | 2014-05-01 | $52,271 | $12,251 | $40,020 | $40,020 |
| .937 SHS LIBERTY INTER CO VENTURE SER A | 2009-02-18 | 2014-10-20 | $27 | $3 | $24 | $24 |
| CAPITAL GAIN DISTRIBUTIONS | $59,977 | $59,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,869 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $425,124 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,961,290 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,083,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $598,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,022,497 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198092 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,383,376 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087517 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,664 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,129,098 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040443 | DistributionYr5Rt |
| Total Distribution | 0.401193 | TotalDistributionRt |
| Average Distribution | 0.080239 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,729,699 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $700,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $703,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $346,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,382 | OverpaymentAmt |
| Applied To ES Tax | $6,382 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $8,283,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $579,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,862,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,862,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,729,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,418 | TotalTaxAmt |
| Distributable Before Adj | $430,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $430,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $430,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $346,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $422,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $34,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $456,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $346,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $83,307 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $83,307 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $373,669 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $373,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $339,101 | ExcessFromYear3Amt |
| Excess From Year1 | $34,568 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP | ||||||||
| PO BOX 2888 | BRENTWOOD | TN | 37027 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $108 | |
| ALLISON WYATT MEMORIAL FUND | ||||||||
| ONE HAMDEN CENTER 2319 WHITNEY AVE | HAMDEN | CT | 06518 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 | SUITE 3B |
| AMERICA WORLD ADOPTION | ||||||||
| 6723 WHITTIER AVENUE | MCLEAN | VA | 22101 | 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 | |
| BAREFOOT REPUBLIC CLUB | ||||||||
| 1226 LAKEVIEW DRIVE | FRANKLIN | TN | 37067 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,500 | |
| BATTLE GROUND ACADEMY | ||||||||
| 336 ERNEST RICE LANE | FRANKLIN | TN | 37069 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50,000 | |
| BATTLE GROUND ACADEMY | ||||||||
| 336 ERNEST RICE LANE | FRANKLIN | TN | 37069 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $500 | |
| BATTLE GROUND ACADEMY | ||||||||
| 336 ERNEST RICE LANE | FRANKLIN | TN | 37069 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100,000 | |
| BIG BROTHER BIG SISTERS OF MIDDLE TENNESSEE | ||||||||
| 1704 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 | |
| CENTER FOR LIVING & LEARNING | ||||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $10,000 | |
| CENTER FOR LIVING & LEARNING | ||||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 | |
| CHRIST PRESBYTERIAN ACADEMY | ||||||||
| 2323 OLD HICKORY BOULEVARD | NASHVILLE | TN | 37215 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $300 | |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $456 | |
| GILDA'S CLUB OF NASHVILLE | ||||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| GRACEWORKS | ||||||||
| 104 SOUTHEAST PARKWAY | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| HABITAT FOR HUMANITY WILLIAMSON COUNTY | ||||||||
| 511 WEST MEADE BLVD | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $7,000 | |
| HEIFER INTERNATIONAL | ||||||||
| PO BOX 6021 | ALBERT LEA | NM | 56007 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $410 | |
| HIGH HOPES INC | ||||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,000 | |
| HIGH HOPES INC | ||||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,000 | |
| HRC FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $25,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | ||||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 | |
| LIGHTHOUSE CHRISTIAN CAMP | ||||||||
| 205 SERENITY PLACE | SMITHVILLE | TN | 37166 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $3,500 | |
| MERCY COMMUNITY HEALTHCARE | ||||||||
| 1113 MURFREESBORO ROAD | FRANKLIN | TN | 37064 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| MIDDLE TENNESSEE CHRISTIAN SCHOOL | ||||||||
| 100 MIDDLE TN CHRISTIAN SCHOOL ROAD | MURFREESBORO | TN | 37129 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 | |
| MIRIAM'S PROMISE | ||||||||
| 522 RUSSELL STREET | NASHVILLE | TN | 37206 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| MSAA | ||||||||
| PO BOX 1887 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $260 | |
| NASHVILLE PRIDE INC | ||||||||
| PO BOX 330931 | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 | |
| NASHVILLE RESCUE MISSION | ||||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| NASHVILLE RESCUE MISSION | ||||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100 | |
| NATIONAL GUARD OF TENNESSEE | ||||||||
| PO BOX 41076 | MEMPHIS | TN | 38174 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $440 | |
| OUR SAVIOR LUTHERAN ACADEMY | ||||||||
| 5110 FRANKLIN PIKE | NASHVILLE | TN | 37220 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $100 | |
| PROJECT REACH TULSA | ||||||||
| PO BOX 635 | JENKS | OK | 74037 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,275 | |
| ROTARY CLUB OF SMYRNA | ||||||||
| PO BOX 353 | SMYRNA | TN | 37167 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $5,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $769 | |
| SPECIAL OLYMPICS OF TENNESSEE | ||||||||
| PO BOX 41289 | MEMPHIS | TN | 38174 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $540 | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| PO BOX 3326 | CHAMBERLAIN | SD | 57326 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $50 | |
| THE SALAVATION ARMY | ||||||||
| PO BOX 78625 | NASHVILLE | TN | 37207 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $1,000 | |
| TRINITY HOPE | ||||||||
| 2024 HUNTERS PLACE | MT JULIET | TN | 37122 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $250 | |
| TULSA AREA UNITED WAY | ||||||||
| 1430 SOUTH BOULDER AVENUE WEST | TULSA | OK | 74119 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $26,319 | |
| TULSA METRO HABITAT FOR HUMANITY | ||||||||
| 6235 EAST 13TH STREET | TULSA | OK | 74112 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $7,000 | |
| UNITED WAY OF NORTHERN NEVADA | ||||||||
| 639 ISBELL RD 460 | RENO | NV | 89509 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $2,857 | |
| UNITED WAY OF WILLIAMSON COUNTY | ||||||||
| 209 GOTHIS COURT | FRANKLIN | TN | 37067 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $31,745 | |
| UP WITH TREES INC | ||||||||
| 1102 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $8,500 | |
| VANDERBILT UNIVERSITY OWEN SCHOOL | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37203 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $200 | |
| WILLIAMSON PROSPERS INC | ||||||||
| 5005 MERIDIAN BLVD STE 150 | FRANKLIN | TN | 37067 | NONE | 501(C)(3) PUBLIC CHA | UNRESTRICTED | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,879 | 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 | $333 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,287 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $20,175 | Amt |
| Net Investment Income | $10,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,087 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS FIXED INCOME | BondNm |
| EOY Book Value | $255,396 | EOYBookValueAmt |
| EOYFMV | $264,041 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS MUTUAL FUNDS | $3,246,281 | $3,856,632 |
| MORGAN STANLEY EQUITY INVESTMENTS | $849,171 | $3,757,710 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,588 | LegalFeesAmt |
| Net Investment Income | $794 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $794 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $952 | Amt |
| Net Investment Income | $952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,575 | $3,575 | $0 |
| FEDERAL TAX PAYMENTS | $20,430 | $0 | $0 |
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