YARBROUGH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- YARBROUGH FAMILY FOUNDATION (EIN 20-5980265)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349104812
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- 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 | 2026-05-13T17:37:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2000 MALLORY LANE STE 130-389 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GREEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6155385636 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA COURTNEY | PreparerPersonNm |
| PTIN | P02368807 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,231,377 | 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 | $35,574,843 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $365,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $365,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,884,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,271,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,884,793 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,826,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,251,220 | 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 | $666 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $333 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $333 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,706,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,706,926 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,823,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,717,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,002,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,240,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $894,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,880 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,220,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,457,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $222,197,497 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,115,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,491,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,231,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,115,330 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,491,299 | 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 | $24,115,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,491,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,115,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,491,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,115,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,002,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,117,788 | SubtotalAmt |
| Other Decreases | $34,626,489 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,491,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $15,271,687 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,386,894 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,884,793 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,884,793 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,884,793 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,774 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,774 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41,563 | 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 | SHANNON DEBLOCK | IndividualWithBooksNm |
| Phone | 6158129404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MALLORY LANE STE 130-389 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | ||||||||
| 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHY LEE CAMPBELL YARBROUGH | ||||||||
| 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JON P YARBROUGH JR | ||||||||
| 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| AMELIA YARBROUGH | ||||||||
| 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | DIRECTOR | 0.25 | $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 | $161,418,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $738,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $162,157,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $162,157,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,432,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,724,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,986,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,986,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,337 | TotalTaxAmt |
| Distributable Before Adj | $7,843,896 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,843,896 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,843,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,717,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,717,459 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,843,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $142,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $514,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $958,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,615,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,717,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,717,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,126,437 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,126,437 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $488,640 | 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 | $488,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $488,640 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION | |||||||
| 40 BURTON HILLS BLVD STE 170 | NASHVILLE | TN | 37215 | NONE | PC | UNRESTRICTED | $250,000 |
| AMERICAN RED CROSS | |||||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NONE | PC | UNRESTRICTED | $100 |
| CANARY IMPACT LABS | |||||||
| 44 W 22ND ST | NEW YORK CITY | NY | 10010 | NONE | PC | UNRESTRICTED | $10,000 |
| CENTER FOR COURAGEOUS KIDS | |||||||
| 1501 BURNLEY ROAD | SCOTTSVILLE | KY | 42164 | NONE | PC | UNRESTRICTED | $250 |
| CHAINSAWS FOR JESUS | |||||||
| 6452 EDINBURGH DRIVE | NASHVILLE | TN | 37221 | NONE | PC | UNRESTRICTED | $100 |
| CHRIST PRESBYTERIAN CHURCH | |||||||
| 2323 OLD HICKORY BLVD | NASHVILLE | TN | 37215 | NONE | PC | UNRESTRICTED | $10,000 |
| COMMUNITY FOUNDATION OCALAMARION COUNTY | |||||||
| 324 SE 24TH ST | OCALA | FL | 34471 | NONE | PC | UNRESTRICTED | $200,000 |
| COMMUNITY FOUNDATION OF MIDDLE TN | |||||||
| PO BOX 440225 | NASHVILLE | TN | 37244 | NONE | PC | UNRESTRICTED | $3,589,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | PC | UNRESTRICTED | $1,524 |
| FRANKLIN HIGH SCHOOL BAND BOOSTERS | |||||||
| 810 HILLSBORO DR | FRANKLIN | TN | 37064 | NONE | PC | UNRESTRICTED | $8,000 |
| FRANKLIN HIGH SCHOOL XC TRACK BOOSTER | |||||||
| 810 HILLSBORO DR | FRANKLIN | TN | 37064 | NONE | PC | UNRESTRICTED | $400 |
| FRANKLIN HIGH SCHOOL | |||||||
| 810 HILLSBORO DR | FRANKLIN | TN | 37064 | NONE | PC | UNRESTRICTED | $350 |
| GRASSLAND MIDDLE SCHOOL PARENTS CLUB | |||||||
| 2390 HILLSBORO RD | FRANKLIN | TN | 37069 | NONE | PC | UNRESTRICTED | $200 |
| LIVING WATERS FOR THE WORLD | |||||||
| 4935 MAIN ST STE 7-399 | SPRING HILL | TN | 37174 | NONE | PC | UNRESTRICTED | $3,000 |
| LOVE ON WHEELS | |||||||
| 1109 BATTLEWOOD ST | FRANKLIN | TN | 37069 | NONE | PC | UNRESTRICTED | $10,000 |
| MARION THERAPEUTIC RIDING ASSOCIATION | |||||||
| 6850 SE 41ST CT | OCALA | FL | 34480 | NONE | PC | UNRESTRICTED | $25,000 |
| NAMI | |||||||
| PO BOX 49104 | BALTIMORE | MD | 21297 | NONE | PC | UNRESTRICTED | $25,000 |
| NASHVILLE HUMANE ASSOCIATION | |||||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | NONE | PC | UNRESTRICTED | $324 |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | PC | UNRESTRICTED | $324 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 350 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $10,000 |
| SHEPHERDS OF HOPE | |||||||
| 7310 OVERBEY RD | FAIRVIEW | TN | 37062 | NONE | PC | UNRESTRICTED | $2,500 |
| SMYRNA ROTARY CHARITABLE FOUNDATION | |||||||
| PO BOX 353 | SMYRNA | TN | 37167 | NONE | PC | UNRESTRICTED | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 1000 DEPT 142 | MEMPHIS | TN | 38148 | NONE | PC | UNRESTRICTED | $324 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY | |||||||
| 1 WILLIAM L JONES DR | COOKEVILLE | TN | 38505 | NONE | PC | UNRESTRICTED | $2,500,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED | $360 |
| TN TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| BOX 5111 705 N DIXIE AVE ROOM 104 | COOKEVILLE | TN | 38505 | NONE | PC | UNRESTRICTED | $20 |
| TRANSITIONS LIFE CENTER | |||||||
| PO BOX 236 | OCALA | FL | 34478 | NONE | PC | UNRESTRICTED | $50,000 |
| WILLIAMSON COUNTY ANIMAL CENTER | |||||||
| 1006 GRIGSBY HAYES CT | FRANKLIN | TN | 37064 | NONE | PC | UNRESTRICTED | $50 |
| YMCA OF MIDDLE TENNESSEE | |||||||
| 1000 CHURCH ST 4TH FLOOR | NASHVILLE | TN | 37203 | NONE | PC | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,706,926 | 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 | $441 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,884,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,251,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,251,220 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JON P YARBROUGH | |||||||
| 1 | 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | $35,074,843 | Yes (X) | Yes (X) |
| JON P YARBROUGH | |||||||
| 2 | 2000 MALLORY LANE STE 130-389 | FRANKLIN | TN | 37067 | $500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 184265 SHS NVIDIA CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $35,074,843 | FairMarketValueAmt |
| Received | 2025-12-26 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB EQUITIES | $1,843,399 | $4,309,436 |
| CHARLES SCHWAB- TECH ONLY INVESTMENTS | $26,614,020 | $217,888,061 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $666 | LegalFeesAmt |
| Net Investment Income | $333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $333 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $34,626,489 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE EXPENSE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $582 | $582 | $0 |
| YARBROUGH CAPITAL MANAGEMENT FEES | $20,400 | $10,200 | $10,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $21 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $95,000 | $0 | $0 |
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