Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
LOCKWOOD PARTNERS FOUNDATION INC
 
% CECIL M CHEVES
Number and street (or P.O. box number if mail is not delivered to street address)6867 MOUNTAINBROOK DRIVESuite STE 107Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, GA31904
A Employer identification number

58-2634947
B Telephone number (see instructions)

(706) 243-8133
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,085,124J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 742,017
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 505,081 505,081  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,737
b Gross sales price for all assets on line 6a 346,528
7 Capital gain net income (from Part IV, line 2)... 113,737
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -4,832 -4,832  
12 Total. Add lines 1 through 11........ 1,356,003 613,986  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 650     650
b Accounting fees (attach schedule)....... 15,275     15,275
c Other professional fees (attach schedule).... Click to see attachment 1,699 1,699    
17 Interest............... 96 96    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,535 35    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,275     18,275
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,530 1,830   34,200
25 Contributions, gifts, grants paid........ 1,447,312 1,447,312
26 Total expenses and disbursements. Add lines 24 and 25 1,489,842 1,830   1,481,512
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -133,839
b Net investment income (if negative, enter -0-) 612,156
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 535,598 245,887 245,887
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,837,280 Click to see attachment4,038,746 19,516,261
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 296,792 Click to see attachment322,976 322,976
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,669,670 4,607,609 20,085,124
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,669,670 4,607,609
30 Total net assets or fund balances (see instructions)...... 4,669,670 4,607,609
31 Total liabilities and net assets/fund balances (see instructions).. 4,669,670 4,607,609
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,669,670
2 Enter amount from Part I, line 27a..................... 2 -133,839
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 71,778
4 Add lines 1, 2, and 3.......................... 4 4,607,609
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,607,609
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a DIAMOND HILL SMALL MID CAP P   2014-08-22
b DIAMOND HILL SMALL MID CAP     2014-08-22
c AFLAC   2014-02-24 2014-02-24
d AFLAC   2014-05-19 2014-05-19
e AFLAC   2014-08-18 2014-08-18
VODAFONE GROUP   2013-03-04 2014-02-21
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 121,142   112,620 8,522
b 175,280   120,150 55,130
c 3,194     3,194
d 19,247     19,247
e 2,758     2,758
19   21 -2
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       8,522
b       55,130
c       3,194
d       19,247
e       2,758
      -2
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 113,737
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,752,083 18,846,568 0.092966
2012 2,282,369 17,142,214 0.133143
2011 993,506 17,432,262 0.056992
2010 912,477 15,837,480 0.057615
2009 579,461 11,085,824 0.05227
2 Total of line 1, column (d) ...................... 2 0.392986
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.078597
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 19,791,307
5 Multiply line 4 by line 3....................... 5 1,555,537
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,122
7 Add lines 5 and 6......................... 7 1,561,659
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,481,512
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 12,243
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 12,243
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,243
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,845
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,845
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,602
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet13,602 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCECIL M CHEVES Telephone no.bullet (706) 243-8133
    Located atbullet6867 MOUNTAINBROOK DRIVE STE 107COLUMBUSGA ZIP+4bullet31904
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CECIL M CHEVES CHAIRMAN OF THE BOARD
    0     		0    
    211 N LINTON ROAD
    COLUMBUS,GA31904
    BETTYE A CHEVES PRESIDENT,SECRETARY,TREASURER
    0     		0    
    211 N LINTON ROAD
    COLUMBUS,GA31904
    AVERY C WOLFF BOARD MEMBER
    0     		0    
    45 CASCADE ROAD
    COLUMBUS,GA31904
    LUTHER H WOLFF III BOARD MEMBER
    0     		0    
    45 CASCADE ROAD
    COLUMBUS,GA31904
    OLIVIA C BLANCHARD BOARD MEMBER
    0     		0    
    227 SUNSET ROAD
    COLUMBUS,GA31904
    WILLIAM R BLANCHARD BOARD MEMBER
    0     		0    
    227 SUNSET ROAD
    COLUMBUS,GA31904
    ELIZABETH C MEEKS BOARD MEMBER
    0     		0    
    105 MORGAN DRIVE
    LAGRANGE,GA30240
    RYAN L MEEKS BOARD MEMBER
    0     		0    
    105 MORGAN DRIVE
    LAGRANGE,GA30240
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,713,146
    b
    Average of monthly cash balances.......................
    1b
    379,551
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,092,697
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,092,697
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    301,390
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,791,307
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    989,565
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    989,565
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    12,243
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,243
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    977,322
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    977,322
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    977,322
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,481,512
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,481,512
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,481,512
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 977,322
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 32,220
    b From 2010....... 127,941
    c From 2011....... 145,787
    d From 2012....... 1,439,590
    e From 2013....... 820,607
    fTotal of lines 3a through e......... 2,566,145
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,481,512
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 977,322
    e Remaining amount distributed out of corpus 504,190
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,070,335
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		32,220
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		3,038,115
    10 Analysis of line 9:
    a Excess from 2010.... 127,941
    b Excess from 2011.... 145,787
    c Excess from 2012.... 1,439,590
    d Excess from 2013.... 820,607
    e Excess from 2014.... 504,190
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BETTYE A CHEVES
    CECIL M CHEVES
    ELIZABETH C MEEKS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALS ASSOCIATION OF GEORGIA
    1955 CLIFF VALLEY WAY
    SUITE 166
    ATLANTA,GA30329     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 2,000
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 263,500
    CROSSPOINTE CHURCH
    PO BOX 1233
    FORTSON,GA31808     		  PC TO FUND CHRISTIAN CHURCH ACTIVITIES 300,250
    CUMBERLAND LAW SCHOOL
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		  PC TO FUND SCHOLARSHIPS, MOOT COURT FUND, ANNUAL FUND 50,000
    PASTORAL INSTITUTE
    2022 FIFTEENTH AVENUE
    COLUMBUS,GA31901     		  PC TO FUND CHRISTIAN COUNSELING AND EDUCATION 5,000
    CAMPUS CRUSADE FOR CHRIST
    10726 SPRING BUCK TRAIL
    ORLANDO,FL32825     		  PC TO FUND COLLEGE CHRISTIAN MINISTRIES 6,500
    ALZHEIMERS ASSOCIATION
    5900 RIVER ROAD SUITE 301
    COLUMBUS,GA31904     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 6,000
    BOY SCOUTS OF AMERICA
    1237 1ST AVENUE
    COLUMBUS,GA31901     		  PC TO FUND CHARACTER BUILDING ACTIVITIES 1,000
    GIRLS INC OF COLUMBUS
    PO BOX 3096
    COLUMBUS,GA31903     		  PC TO FUND CHARACTER BUILDING ACTIVITIES 15,000
    YMCA OF COLUMBUS
    118 EAST 11TH STREET
    COLUMBUS,GA31901     		  PC TO FUND CHARACTER BUILDING ACTIVITIES 3,873
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY
    1100 5TH AVENUE
    COLUMBUS,GA31901     		  PC TO FUND THE SUPPORT OF LOCAL COMMUNITY RESOURCES 32,500
    SOLDIER MARATHON
    C/O SHELLY DINKIN
    800 TIMBER CREEK COURT
    COLUMBUS,GA31904     		  PC TO FUND COMMUNITY HEALTH AND SOCIAL ORGANIZATIONS 15,000
    NATIONAL INFANTRY FOUNDATION
    1775 LEGACY WAY
    COLUMBUS,GA31903     		  PC TO FUND HISTORIC PRESERVATION 80,000
    YOUNG LIFE COLUMBUS
    1137 LOCKWOOD AVE
    COLUMBUS,GA31904     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 35,000
    MSG JARED VAN AALST FOUNDATION
    PO BOX 1473
    FORTSON,GA31801     		  PC TO FUND SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS 1,000
    UPTOWN COLUMBUS
    PO BOX 1237
    COLUMBUS,GA31902     		  PC TO SUPPORT THE CITY OF COLUMBUS, GA 3,500
    TRICOLUMBUS
    233 12th STREET SUITE 333
    COLUMBUS,GA31902     		  PC TO SUPPORT HEALTH AND LOCAL COMMUNITY ACTIVITIES 1,000
    COLUMBUS SCHOLARS PROJECT
    1340 13TH STREET
    COLUMBUS,GA31901     		  PC TO PROMOTE EDUCATION 10,000
    STEWART COUNTY HISTORIC COMMISSION
    PO BOX 818
    LUMPKIN,GA31815     		  PC TO KEEP THE HISTORY OF STEWART COUNTY ALIVE 2,000
    COLUMBUS ROAD RUNNERS INC
    PO BOX 9734
    COLUMBUS,GA31908     		  PC TO HELP PROMOTE RUNNING AND PHYSICAL FITNESS 6,000
    COLUMBUS STATE UNIVERSITY FOUNDATION
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO PROVIDE SCHOLARSHIPS, UNIFORMS AND EQUIPMENT 18,270
    HOUSE OF MERCY
    1532 THIRD AVENUE
    COLUMBUS,GA31901     		  PC TO FUND CHRISTIAN MINISTRIES 22,500
    CUT BAIT MUSIC FESTIVAL
    COLUMBUS BANK AND TRUST
    PO BOX 120
    COLUMBUS,GA31902     		  PC TO FUND MUSIC AND THE ARTS 12,904
    MWR
    ATTN DFMWR FINANCIAL BRANCH P O BO
    FORT BENNING,GA319951996     		  PC TO FUND FAMILY WELFARE AND RECREATION 1,000
    BOY SCOUT TROOP 35
    7505 RIVER CREST DRIVE
    COLUMBUS,GA31904     		  PC TO FUND CHARACTER BUILDING ACTIVITIES 100
    YOUNG LIFE
    1137 LOCKWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 25,000
    PIONEERS
    10123 WILLIAM CAREY DRIVE
    ORLANDO,FL32832     		  PC TO FUND INTERNATIONAL CHRISTIAN MINISTRIES 8,500
    COLUMBUS REGIONAL HEALTH FOUNDATION
    PO BOX 790
    COLUMBUS,GA31904     		  PC TO FUND MEDICAL RESEARCH 7,000
    CHAPEL AT THE BEACH
    169 GRIFFIN BLVD
    PANAMA CITY BEACH,FL32413     		  PC TO FUND LOCAL MINISTRIES 5,000
    RALLY FOUNDATION FOR CHILDHOOD CANCER
    5775 GLENRIDGE DRIVE
    SANDY SPRINGS,GA30328     		  PC TO PROVIDE AID TO CHILDREN WITH CANCER 20,000
    MERCY MED OF COLUMBUS
    PO BOX 1491
    COLUMBUS,GA31902     		  PC TO FUND MEDICAL ASSISTANCE FOR PEOPLE IN NEED 25,000
    KELLY GREEN GLOBAL
    PO BOX 949
    BRANDON,FL33509     		  PC TO FUND THE MINISTRY 500
    CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE
    2602 COLLEGE DRIVE
    PHENIX CITY,AL36869     		  PC TO FUND LOCAL EDUCATION 2,500
    COLUMBUS SYMPHONY ORCHESTRA
    PO BOX 1499
    COLUMBUS,GA31902     		  PC TO FUND THE ARTS 10,000
    CLEMENT ARTS
    PO BOX 3344
    PHENIX CITY,AL36868     		  PC TO FUND THE ARTS 750
    ST ANNE OUTREACH
    1820 BOX ROAD
    COLUMBUS,GA31907     		  PC TO PROVIDE ASSISTANCE TO PEOPLE IN NEED 25,000
    THE TRUTH
    PO BOX 5657
    COLUMBUS,GA31906     		  PC TO FUND CHARITABLE WORK 5,000
    TEEN CHALLENGE OF FLORIDA
    15 W 10TH STREET
    COLUMBUS,GA31901     		  PC TO FUND YOUTH EDUCATION 200,000
    THE COLUMBUS MUSEUM
    1251 WYNNTON ROAD
    COLUMBUS,GA31906     		  PC TO FUND THE ARTS 1,000
    CROHNS & COLITIS FOUNDATION
    733 THIRD AVENUE
    SUITE 510
    NEW YORK,NY10017     		  PC TO FUND MEDICAL RESEARCH 100
    RIVERCENTER INC
    PO BOX 2425
    COLUMBUS,GA31902     		  PC TO FUND THE ARTS 10,000
    NORTHSIDE BAPTIST CHURCH
    959 54TH STREET
    COLUMBUS,GA31904     		  PC TO FUND LOCAL CHURCH PROGRAMS 5,000
    WORLD WATER RELIEF
    8343 ROSWELL ROAD
    ATLANTA,GA30350     		  PC TO PROVIDE SAFE WATER TO PEOPLE IN NEED 17,000
    EUFAULA EAGLES NEST
    101 W EUFAULA AVENUE
    EUFAULA,AL36072     		  PC TO FUND NATURE PRESERVATION 1,000
    ST FRANCIS HOSPITAL FOUNDATION
    2300 MANCHESTER EXPRESSWAY
    COLUMBUS,GA31904     		  PC TO FUND LOCAL MEDICAL ASSISTANCE 2,500
    ARAMARK CSU
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO PROVIDE ADDITIONAL RESOURCES FOR THE HOSPITAL 5,250
    JORDAN CLARK
    273 LEE ROAD 319
    SMITHS STATION,AL36877     		  I COLLEGE SCHOLARSHIP 500
    W ADAMS CLARK JR
    2519 CRAIGSTON DRIVE
    COLUMBUS,GA31906     		  I COLLEGE SCHOLARSHIP 1,000
    ELLEN CLEGG
    4 BUTTERNUT COURT
    COLUMBUS,GA31909     		  I COLLEGE SCHOLARSHIP 1,000
    LAUREN DUNCAN
    12265 COUNTY LINE ROAD
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 1,000
    LANDON ELISABETH EDMONDSON
    8009 GARRETT CREEK COURT
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 1,000
    MARY BETH GARRETT
    293 WOODMARK COURT
    COLUMBUS,GA31909     		  I COLLEGE SCHOLARSHIP 1,000
    SARAH C GOODROE
    5042 WELLINGTON WAY
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 1,000
    LAUREN GRANTHAM
    6298 GA HWY 36W
    WOODLAND,GA31836     		  I COLLEGE SCHOLARSHIP 1,000
    DOMINIC GRANVILLE
    5609 HIGGS DRIVE
    COLUMBUS,GA31907     		  I COLLEGE SCHOLARSHIP 1,000
    LEDARION HEATH
    206 LEE ROAD 533
    PHENIX CITY,AL36867     		  I COLLEGE SCHOLARSHIP 1,000
    KATHERINE HENLEY
    7039 BRIDGEMILL DRIVE
    COLUMBUS,GA31904     		  I COLLEGE SCHOLARSHIP 1,000
    SARAH HOWARD
    198 SPRINGLAKE DRIVE
    FORTSON,GA31808     		  I COLLEGE SCHOLARSHIP 1,000
    ANN JOHNSON
    8620 CREEKRISE DRIVE
    COLUMBUS,GA31904     		  I COLLEGE SCHOLARSHIP 1,000
    ETHAN LE
    24 GADWALL DRIVE
    WATERFORD,NY12188     		  I COLLEGE SCHOLARSHIP 500
    HUNTER MARSHALL
    1526 PLANTATION CREEK ROAD
    FORTSON,GA31808     		  I COLLEGE SCHOLARSHIP 1,000
    WILLIAM NOBLES
    5010 HAWKES RIDGE ROAD
    COLUMBUS,GA31906     		  I COLLEGE SCHOLARSHIP 1,000
    MAKOTO SELVIDGE
    60 LEE ROAD 969
    PHENIX CITY,AL36867     		  I COLLEGE SCHOLARSHIP 500
    DEAMBER SHORTER
    798 MOON ROAD
    BRONWOOD,GA39826     		  I COLLEGE SCHOLARSHIP 500
    EBONEE SIMS
    383 LEE ROAD 941
    SMITHS STATION,AL36877     		  I COLLEGE SCHOLARSHIP 1,000
    MACEY BROOKE TUCKER
    1318 46TH STREET
    PHENIX CITY,AL36867     		  I COLLEGE SCHOLARSHIP 1,000
    JAMES WIGGINS
    118 TYMES ROAD
    PO BOX 731
    BUENA VISTA,GA31803     		  I COLLEGE SCHOLARSHIP 500
    JOHN A WILLOUGHBY
    80 BLACK OAK COURT
    CATUALA,GA31804     		  I COLLEGE SCHOLARSHIP 500
    DUBLIN KIDS TRIATHLON
    1708 SPRINGDALE ROAD
    DUBLIN,GA31021     		  PC TO FUND LOCAL COMMUNITY PROGRAMS 500
    CARTER MAULDIN
    6444 SPRINGWATER DRIVE
    COLUMBUS,GA31904     		  I COLLEGE SCHOLARSHIP 5,000
    SARA LIPS
    137 CALDWELL COURT
    FORTSON,GA31808     		  I COLLEGE SCHOLARSHIP 500
    JORDAN NICHOLAS MOORE
    443 LEE ROAD 935
    SALEM,AL36874     		  I COLLEGE SCHOLARSHIP 500
    TAYLOR MEDLOCK
    8046 SLIVERADO DRIVE
    COLUMBUS,GA31909     		  I COLLEGE SCHOLARSHIP 500
    DAWON WENDELL CLARK
    4627 BOSTON IVY DRIVE
    FORTSON,GA31808     		  I COLLEGE SCHOLARSHIP 500
    SCHRYL CARDEN BREAST CANCER FUND
    2719 SUMMERFIELD PLACE
    PHENIX CITY,AL36867     		  PC TO FUND MEDICAL ASSISTANCE AND RESEARCH 1,000
    CSU ARMY ROTC
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO PROVIDE ASSISTANCE FOR MILITARY EDUCATION 1,000
    CSU FOUNDATION - BO BARTLETT CENTER
    C/O KIM TUCKER
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO FUND EDUCATIONAL PROGRAMS 25,000
    TEEN ADVISORS INC
    PO BOX 5305
    COLUMBUS,GA31906     		  PC TO FUND YOUTH EDUCATION 5,000
    YOUNG LIFE ATHENS
    920 BAXTER STREET
    ATHENS,GA30606     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 10,000
    YMCA
    24 14TH STREET
    COLUMBUS,GA31901     		  PC TO FUND LOCAL COMMUNITY PROGRAMS 1,550
    TAGGART & JOE PRICE
    4 HILTON WOODS COURT
    COLUMBUS,GA31906     		  I COLLEGE SCHOLARSHIP 1,000
    FIRSTGIVING
    34 FARNSWOTH STREET
    3RD FLOOR
    BOSTON,MA02210     		  I FOR BOSTON MARATHON DISASTER RELIEF 9,865
    BRITTANY ATKINSON
    4032 WOOLDRIDGE ROAD
    FORTSON,GA31808     		  I COLLEGE SCHOLARSHIP 250
    SPRINGER OPERA HOUSE
    103 10TH STREET
    COLUMBUS,GA31901     		  PC TO FUND LOCAL ARTS 5,000
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 5,000
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY
    1100 5TH AVENUE
    COLUMBUS,GA31902     		  PC TO FUND THE SUPPORT OF LOCAL COMMUNITY RESOURCES 15,000
    OPERATION SMILE
    3641 FACULTY ROAD
    VIRGINIA BEACH,VA23453     		  PC TO FUND MEDICAL ASSISTANCE FOR CHILDREN 240
    UNIVERSITY OF GEORGIA FOUNDATION
    THE UNIVERSITY OF GEORGIA
    ATHENS,GA30602     		  PC TO FUND COLLEGE EDUCATION 200
    ST THOMAS DAY SCHOOL
    830 WHITNEY AVENUE
    NEW HAVEN,CT06511     		  PC TO FUND LOCAL EDUCATION 300
    MERCYMED OF COLUMBUS
    PO BOX 1491
    COLUMBUS,GA31902     		  PC TO FUND MEDICAL ASSISTANCE FOR PEOPLE IN NEED 300
    TEEN ADVISORS
    1316 WILDWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO FUND SUPPORT FOR YOUTH IN NEED 200
    CLEARVIEW CHAPEL
    2101 S DAVIS ROAD
    LAGRANGE,GA30241     		  PC TO FUND LOCAL CHURCH PROGRAMS 1,000
    LIFESONG FOR ORPHANS
    PO BOX 40
    GRIDLEY,IL61744     		  PC TO PROVIDE AID TO ORPHANS 500
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 2,500
    PASTORAL INSTITUTE
    2022 FIFTEENTH AVENUE
    COLUMBUS,GA31901     		  PC TO FUND CHRISTIAN COUNSELING AND EDUCATION 350
    CROSSPOINTE CHURCH
    PO BOX 1233
    FORTSON,GA31808     		  PC TO FUND LOCAL CHURCH PROGRAMS 100
    PARKWAY PRESCHOOL
    766 EAST UNIVERSITY DRIVE
    AUBURN,AL36830     		  PC TO FUND EDUCATION FOR CHILDREN 35
    CORNERSTONE CHURCH
    7701 LLOYD ROAD
    COLUMBUS,GA31909     		  PC TO FUND LOCAL CHURCH PROGRAMS 1,000
    RIGHT FROM THE START
    2022 FIFTEENTH AVENUE
    COLUMBUS,GA31901     		  PC TO FUND ASSISTANCE FOR BUILDING HEALTHY FAMILIES 1,200
    LOVELIGHT
    1542 WOODSON ROAD
    BALDWIN CITY,KS66006     		  PC TO SUPPORT THE AIDS ORPHAN CRISIS 100
    CAMPUS CRUSADE FOR CHRIST
    1100 CIRCLE 75 PARKWAY SOUTHEAST
    1350
    ATLANTA,GA30339     		  PC TO FUND LOCAL CHURCH PROGRAMS 250
    RCTS RHS ALUMNI ASSOCIATION
    RUSSELL HIGH SCHOOL
    HUNTSBORO,AL36860     		  PC TO FUND LOCAL EDUCATION 250
    WEST GEORGIA HEALTH FOUNDATION
    1514 VERNON ROAD
    LAGRANGE,GA30240     		  PC TO FUND HEALTH CARE SERVICES FOR PEOPLE IN NEED 10,000
    POLICE FAMILY SURVIVORS FUND
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780     		  PC TO FUND AID FOR POLICE FAMILIES 25
    ROSEMONT BAPTIST CHURCH
    3794 HAMILTON ROAD
    LAGRANGE,GA30241     		  PC TO FUND LOCAL CHURCH PROGRAMS 100
    GLOBAL TEEN CHALLENGE
    PO BOX 511
    COLUMBUS,GA31902     		  PC TO FUND YOUTH EDUCATION 150
    FROM THE HEART PRODUCTIONS
    1455 MANDALAY BEACH ROAD
    OXNARD,CA93035     		  PC TO FUND INDEPENDENT FILMS AND EDUCATION FOR FILMMAKERS 1,000
    MCLF FUND COMMUNITY FOUNDATION
    PO BOX 1636
    WILMINGTON,DE19899     		  PC TO FUND COMMUNITY SERVICE PROGRAMS 100
    THE AMERICAN LEGION
    700 N PENNSYLVANIA STREET
    PO BOX 1055
    INDIANAPOLIS,IN46206     		  PC TO PROVIDE AID FOR VETERANS 50
    BURN RESCUE
    420 FIFTH AVENUE
    27TH FLOOR
    NEW YORK,NY10018     		  PC TO ASSIST BURN VICTIMS 300
    ST JOSEPHS INDIAN SCHOOL
    1301 N MAIN STREET
    CHAMBERLAIN,SD57325     		  PC TO FUND EDUCATION FOR NATIVE AMERICAN YOUTH 50
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		  PC TO PROVIDE AID TO PEOPLE IN NEED 400
    MISS TROUP COUNTY SCHOLARSHIP PROGRAM
    2171 SALEM-CHIPLEY ROAD
    PINE MOUNTAIN,GA31822     		  PC TO PROVIDE SCHOLARSHIPS 250
    THE COLUMBUS MUSEUM
    1251 WYNNTON ROAD
    COLUMBUS,GA31906     		  PC TO FUND LOCAL MUSEUM 250
    DOUBLE IMPACT
    3916 VAILWOOD DRIVE
    NASHVILLE,TN37215     		  PC TO FUND SUBSTANCE ABUSE RECOVERY 500
    LAFAYETTE CHRISTIAN SCHOOL
    1904 HAMILTON ROAD
    LAGRANGE,GA30241     		  PC TO FUND LOCAL EDUCATION 250
    AMERICAN FEDERATION OF POLICE & CONCERNED CITIZENS
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780     		  PC TO FUND LOCAL POLICE 50
    YOUNG LIFE
    1137 LOCKWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 47,850
    YOUNG LIFE ATHENS
    920 BAXTER STREET
    ATHENS,GA30606     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 1,000
    YOUNG LIFE AUGUSTA
    2249 WALTON WAY
    AUGUSTA,GA30904     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 200
    TEEN CHALLENGE
    15 W 10TH STREET
    COLUMBUS,GA31901     		  PC TO FUND CHRISTIAN YOUTH MINISTRIES 100
    Total .................................bullet 3a 1,447,312
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 505,081  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 113,737  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER LOSS FROM K-1     01 -4,832  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   613,986  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13613,986
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    LOCKWOOD PARTNERS FOUNDATION INC
     
    Employer identification number

    58-2634947
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    LOCKWOOD PARTNERS FOUNDATION INC
          		Employer identification number

    58-2634947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    CECIL M CHEVES  
    211 N LINTON ROAD
     
    COLUMBUS, GA31904

    		$1,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    OLIVIA D AMOS CHARITABLE LEAD TRUST  
    6867 MOUNTAINBROOK DRIVE SUITE 107
     
    COLUMBUS, GA31904

    		$378,440


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    ELIZABETH CHEVES MEEKS  
    105 MORGAN DRIVE
     
    LAGRANGE, GA30240

    		$60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    WL AMOS SR FOUNDATION INC  
    38 OCEAN CLUB DRIVE
     
    COLUMBUS, GA32034

    		$56,757


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    OLIVIA D AMOS CHARITABLE LEAD TRUST  
    6867 MOUNTAINBROOK DRIVE SUITE 107
     
    COLUMBUS, GA31904

    		$245,320


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    LOCKWOOD PARTNERS FOUNDATION INC
          		Employer identification number

    58-2634947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 4,000 SHARES OF AFLAC COMMON STOCK $ 245,320 2014-09-03
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    LOCKWOOD PARTNERS FOUNDATION INC
          		Employer identification number

    58-2634947
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

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    TY 2014 DepreciationSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY SMITH BARNEY 4,038,746 19,516,261
    STIFEL NICOLAUS 0 0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JORDAN CAPITAL PARTNERS   322,976 322,976

    TY 2014 OtherExpensesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 18,075     18,075
    REGISTRATION FEES 200     200


    TY 2014 OtherIncomeSchedule2
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    JORDAN CAPITAL PARTNERS K-1 -4,832 -4,832  


    TY 2014 OtherIncreasesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,699 1,699    


    TY 2014 TaxesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN: 58-2634947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 35 35    
    FEDERAL TAXES 6,500