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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
GEORGIA HEALTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3050 PEACHTREE ROAD NO 270
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30305
A Employer identification number

58-1352076
B Telephone number (see instructions)

(404) 658-9066
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,633,479
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 26,190 26,190  
4 Dividends and interest from securities... 375,762 375,762  
5a Gross rents............ 3,600    
b Net rental income or (loss) 3,600
6a Net gain or (loss) from sale of assets not on line 10 1,669,430
b Gross sales price for all assets on line 6a 5,344,385
7 Capital gain net income (from Part IV, line 2)... 1,669,430
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).......      
12 Total. Add lines 1 through 11........ 2,074,982 2,071,382 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,350 3,150 0 16,200
14 Other employee salaries and wages...... 17,519 0 0 3,504
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,650 628 0 3,229
c Other professional fees (attach schedule).... 72,725 44,975 0 27,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,584 1,584 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,600 0 0 0
21 Travel, conferences, and meetings....... 11,734 0 0 10,350
22 Printing and publications.......... 286 0 0 286
23 Other expenses (attach schedule)....... 3,526 0 0 3,526
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,974 50,337 0 64,845
25 Contributions, gifts, grants paid....... 421,000 421,000
26 Total expenses and disbursements. Add lines 24 and 25 569,974 50,337 0 485,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,505,008
b Net investment income (if negative, enter -0-) 2,021,045
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 113,676 42,392 42,392
2 Savings and temporary cash investments......... 84,987 84,742 84,742
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.......... 2,246    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,349,432 Click to see attachment7,108,213 7,108,213
c Investments—corporate bonds (attach schedule)....... 149,928 Click to see attachment38,463 38,463
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,125,685 Click to see attachment2,357,516 2,357,516
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,711 Click to see attachment2,153 Click to see attachment2,153
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,828,665 9,633,479 9,633,479
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 10,828,665 9,633,479
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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    
30 Total net assets or fund balances (see instructions)..... 10,828,665 9,633,479
31 Total liabilities and net assets/fund balances (see instructions). 10,828,665 9,633,479
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
10,828,665
2
Enter amount from Part I, line 27a .....................
2
1,505,008
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,333,673
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,700,194
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,633,479
Form 990-PF (2018)
Form 990-PF (2018)
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 FIRST EAG OVERSEAS I P 2017-12-14 2018-02-15
b FIRST EAG OVERSEAS I P 2017-12-14 2018-02-15
c FIRST EAG OVERSEAS I P 2017-12-14 2018-02-15
d FIRST EAG OVERSEAS I P 2017-12-14 2018-02-15
e VIRTUS VONTOBEL EMERGING P 2017-06-22 2018-02-15
VIRTUS VONTOBEL EMERGING P 2017-12-20 2018-02-15
VIRTUS VONTOBEL EMERGING P 2017-12-20 2018-02-15
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-04-11
VANGUARD VALUE ETF P 2017-09-22 2018-05-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-06-13
ISHARES TR RUSSELL 2000 P 2018-05-14 2018-07-16
GLENMEDE SM CAP EQ INSTL P 2018-07-09 2018-08-14
ISHARES TR RUSSELL 2000 P 2018-05-14 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2017-12-18 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2018-07-09 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2018-07-09 2018-09-14
BLACKROCK INTERNATIONL I P 2018-02-15 2018-09-14
BLACKROCK INTERNATIONL I P 2018-02-15 2018-09-14
ISHARES RUSSELL 1000 P 2018-05-14 2018-12-11
VANGUARD VALUE ETF P 2010-09-21 2018-02-15
FIRST EAG OVERSEAS I P 2016-05-17 2018-02-15
FIRST EAG OVERSEAS I P 2016-12-15 2018-02-15
FIRST EAG OVERSEAS I P 2016-12-15 2018-02-15
FIRST EAG OVERSEAS I P 2016-12-15 2018-02-15
FIRST EAG OVERSEAS I P 2016-12-15 2018-02-15
VIRTUS VONTOBEL EMERGING P 2015-09-03 2018-02-15
VIRTUS VONTOBEL EMERGING P 2015-12-22 2018-02-15
VIRTUS VONTOBEL EMERGING P 2016-12-21 2018-02-15
VIRTUS VONTOBEL EMERGING P 2016-12-21 2018-02-15
VANGUARD VALUE ETF P 2010-09-21 2018-03-14
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-04-11
VANGUARD SMALL CAP P 2010-09-21 2018-05-14
VANGUARD SMALL CAP P 2015-04-07 2018-05-14
VANGUARD MID-CAP ETF P 2010-09-21 2018-05-14
VANGUARD MID-CAP ETF P 2012-09-07 2018-05-14
VANGUARD MID-CAP ETF P 2015-04-07 2018-05-14
VANGUARD VALUE ETF P 2010-09-21 2018-05-14
VANGUARD VALUE ETF P 2012-09-07 2018-05-14
VANGUARD VALUE ETF P 2015-04-07 2018-05-14
VANGUARD GROWTH ETF P 2010-09-21 2018-05-14
VANGUARD GROWTH ETF P 2012-09-07 2018-05-14
VANGUARD FTSE EMERGING P 2010-09-21 2018-05-14
VANGUARD FTSE EMERGING P 2014-02-07 2018-05-14
VANGUARD FTSE EMERGING P 2014-04-02 2018-05-14
VANGUARD FTSE EMERGING P 2015-04-07 2018-05-14
VANGUARD FTSE ALL WORLD P 2010-09-21 2018-05-14
VANGUARD FTSE ALL WORLD P 2010-12-03 2018-05-14
VANGUARD FTSE ALL WORLD P 2014-02-07 2018-05-14
VANGUARD FTSE ALL WORLD P 2014-04-02 2018-05-14
VANGUARD FTSE ALL WORLD P 2015-04-07 2018-05-14
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-06-13
GLENMEDE SMALL CAP P 2013-11-08 2018-06-13
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-08-14
GLENMEDE SMALL CAP P 2013-11-08 2018-08-14
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-09-13
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-09-13
GLENMEDE SM CAP EQ INSTL P 2013-11-08 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-12-17 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-12-17 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-12-17 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-12-17 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2013-12-17 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2014-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2014-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2014-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2015-04-07 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2015-04-07 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2015-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2015-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2015-12-16 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-07-11 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-07-11 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-10-11 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-10-11 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-12-19 2018-09-14
GLENMEDE SM CAP EQ INSTL P 2016-12-19 2018-09-14
GENL ELEC CAP COR 1.62% 18 P 2013-05-10 2018-04-02
CD GOLDMAN SACHS BK P 2014-05-21 2018-05-23
(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 5,417   5,402 15
b 25   25 0
c 11   11 0
d 552   550 2
e 706   633 73
6   5 1
818   785 33
11   11 0
35,561   33,289 2,272
17   16 1
9,997   9,591 406
17   17 0
74,132   69,052 5,080
34   30 4
755   688 67
76,534   69,777 6,757
34   31 3
618   563 55
34   28 6
378   370 8
1   1 0
316,661   347,999 -31,338
39,958   41,232 -1,274
36,904   17,024 19,880
334,818   313,992 20,826
25   23 2
125   114 11
25   23 2
7,850   7,124 726
204,274   145,580 58,694
1,809   1,304 505
12   9 3
917   659 258
37,030   16,926 20,104
36,989   31,781 5,208
156,997   64,084 92,913
285,449   229,181 56,268
447,101   186,063 261,038
4,106   2,129 1,977
2,843   2,342 501
697,470   325,189 372,281
77,261   42,848 34,413
21,168   16,836 4,332
806,014   295,181 510,833
19,397   9,448 9,949
34,643   32,912 1,731
25,111   20,756 4,355
40,921   36,157 4,764
25,576   23,478 2,098
123,284   99,001 24,283
6,178   5,263 915
91,002   79,787 11,215
148,331   135,186 13,145
148,609   134,373 14,236
36,975   29,386 7,589
8   6 2
36,978   29,466 7,512
5   4 1
36,989   29,224 7,765
216,422   169,694 46,728
11   9 2
18   14 4
34   27 7
2,917   2,198 719
23,990   18,076 5,914
34   26 8
7,585   5,715 1,870
583   444 139
34   26 8
19,356   14,743 4,613
34   27 7
304,423   251,643 52,780
34   27 7
1,270   956 314
7,379   5,556 1,823
34   27 7
686   521 165
34   27 7
343   280 63
789   689 100
12,904   11,265 1,639
150,000   150,000 0
100,000   100,000 0
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       15
b       0
c       0
d       2
e       73
      1
      33
      0
      2,272
      1
      406
      0
      5,080
      4
      67
      6,757
      3
      55
      6
      8
      0
      -31,338
      -1,274
      19,880
      20,826
      2
      11
      2
      726
      58,694
      505
      3
      258
      20,104
      5,208
      92,913
      56,268
      261,038
      1,977
      501
      372,281
      34,413
      4,332
      510,833
      9,949
      1,731
      4,355
      4,764
      2,098
      24,283
      915
      11,215
      13,145
      14,236
      7,589
      2
      7,512
      1
      7,765
      46,728
      2
      4
      7
      719
      5,914
      8
      1,870
      139
      8
      4,613
      7
      52,780
      7
      314
      1,823
      7
      165
      7
      63
      100
      1,639
      0
      0
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 1,669,430
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 -17,829
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))
2017 475,447 10,285,643 0.046224
2016 481,989 9,507,667 0.050695
2015 471,632 9,969,966 0.047305
2014 461,004 10,087,928 0.045699
2013 402,360 9,242,572 0.043533
2
Total of line 1, column (d) .....................
2
0.233456
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046691
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,727,208
5
Multiply line 4 by line 3......................
5
500,864
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
20,210
7
Add lines 5 and 6........................
7
521,074
8
Enter qualifying distributions from Part XII, line 4,.............
8
485,845
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 40,421
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 0
3 Add lines 1 and 2........................... 3 40,421
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 40,421
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,246
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,246
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 34,175
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletHTTP://GAHEALTHFDN.ORG
    14
    The books are in care ofbulletBETSEY KATES Telephone no.bullet (404) 658-9066

    Located atbullet3050 PEACHTREE ROAD NW SUITE 270ATLANTAGA ZIP+4bullet30305
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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
     
    No
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JOHN M BOREK TREASURER
    0.50
    4,050 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    NANCY M PARIS SECRETARY
    0.50
    4,500 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    ROLAND P MATTHEWS CHAIR
    0.50
    4,950 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    JAQUELIN GOLIEB VICE CHAIR
    0.50
    5,400 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    S JARVIN LEVISON DIRECTOR
    0.50
    4,950 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    MARTHA KATZ DIRECTOR
    0.50
    4,500 0 0
    3050 PEACHTREE ROAD SUITE 270
    ATLANTA,GA30305
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    10,525,421
    b
    Average of monthly cash balances.......................
    1b
    365,145
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,890,566
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,890,566
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    163,358
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,727,208
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    536,360
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    536,360
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    40,421
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,421
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    495,939
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    495,939
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    495,939
    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
    485,845
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    485,845
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    485,845
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 495,939
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 470,764
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 485,845
    a Applied to 2017, but not more than line 2a 470,764
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 15,081
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    480,858
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    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 e-mail address of the person to whom applications should be addressed:
    ROLAND MATTHEWS
    3050 PEACHTREE RD STE 270
    ATLANTA,GA30305
    (404) 363-2525
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORM COMPLETED AND AVAILABLE APPLICATION GUIDELINES FOLLOWED
    cAny submission deadlines:
    AUGUST 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PER APPLICATION GUIDELINES - PRIMARILY RESTRICTED TO GEORGIA HEALTH RELATED CHARITIES
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    PREVENT BLINDNESS GEORGIA ATLANTA
    270 CARPENTER DRIVE SUITE 606
    SANDY SPRINGS,GA30328
      PC VISION SCREENINGS 30,000
    CENTER FOR BLACK WOMENS WELLNESS ATLANTA
    477 WINDSOR STREET SUITE 309
    ATLANTA,GA30312
      PC BEHAVIORAL HEALTH INITIATIVE 25,000
    CHRIS 180 ATLANTA
    1017 FAYETTEVILLE ROAD SUITE B
    ATLANTA,GA30316
      PC SCHOOL BASED MENTAL HEALTH PROGRAM 25,000
    DDD FOUNDATION ATLANTA
    52 EXECUTIVE PARK SOUTH SUITE 5203
    ATLANTA,GA30329
      PC DENTAL EQUIPMENT 25,000
    HEARTS & HANDS CLINIC STATESBORO
    127 NORTH COLLEGE STREET
    STATESBORO,GA30458
      PC SUPPORT OF NURSE PRACTITIONER AND RX ASSISTANCE PROGRAM 25,000
    MERCY HEALTH CENTER ATHENS
    PO BOX 6064
    ATHENS,GA30504
      PC HEALTHY LIFESTYLE CURRICULUM 25,000
    VETERANS EMPOWERMENT ORGANIZATION ATLANTA
    373 WEST LAKE AVENUE NW
    ATLANTA,GA30318
      PC MENTAL BEHAVIORIAL HEALTH PROGRAM 25,000
    FRIENDS OF REFUGEES CLARKSTON
    PO BOX 548
    CLARKSTON,GA30021
      PC EMBRACE REFUGEE SUPPORT PROGRAM 20,000
    GOOD SAMARITAN HEALTH CENTER OF GWINNETT NORCROSS
    5949 BUFORD HIGHWAY
    NORCROSS,GA30071
      PC DENTAL EQUIPMENT 20,000
    MERCY CARE FOUNDATION ATLANTA
    5134 PEACHTREE ROAD
    CHAMBLEE,GA30341
      PC RECUPERATIVE CARE PROGRAM-CITY OF REFUGE 20,000
    MOVING IN THE SPIRIT ATLANTA
    PO BOX 170230
    ATLANTA,GA30317
      PC BEHAVIORAL HEALTH SERVICES 20,000
    THE UNIVERSITY OF GEORGIA ATHENS
    110 EAST CLAYTON STREET SUITE 300
    ATHENS,GA30602
      PC HEALTH PROGRAM FOR LATINO/HISPANIC POPULATION 20,000
    VOICES FOR GEORGIAS CHILDREN ATLANTA
    75 MARIETTA STREET SUITE 401
    ATLANTA,GA30303
      PC DEVELOPMENT OF LEADERSHIP FELLOWSHIP PROGRAM 20,000
    KENNESAW STATE UNIVERSITY KENNESAW
    375 COBB AVENUE MAILBOX 2204
    KENNESAW,GA30144
      PC OVERCOMING ADDICTION PROGRAM 18,000
    MERCY MEDICAL CLINIC AND FOUNDATION LYONS(THE MERCY MINISTRIES)
    714-1 NW BROAD STREET
    LYONS,GA30436
      PC EXPANSION OF DENTAL PROGRAM 15,000
    MURPHY-HARPST CHILDRENS CENTERS ATLANTA
    50 HURT PLAZA SUITE 1620
    ATLANTA,GA30303
      PC CLINICAL CARE AND TREATMENT OF RESIDENTS 15,000
    REACHING OUR SISTERS EVERYWHERE (ROSE) LITHONIA
    3035 STONE MOUNTAIN STREET SUITE
    1076
    LITHONIA,GA30058
      PC IMPLEMENTATION OF NEW PROGRAM 15,000
    CAMP TWIN LAKES ATLANTA
    1100 SPRING STREET SUITE 260
    ATLANTA,GA30309
      PC SCHOLARSHIPS TO SEND KIDS TO CAMP 10,000
    ESP (EXTRA SPECIAL PEOPLE) WATKINSVILLE
    189 VFW DRIVE
    WATKINSVILLE,GA30677
      PC ESP 360 PROGRAM 10,000
    GEORGIA BUDGET & POLICY INSTITUTE ATLANTA
    50 HURT PLAZA SUITE 720
    ATLANTA,GA30303
      PC GENERAL HEALTH POLICY WORK 10,000
    GIRLS PREPARATORY SCHOOL
    205 ISLAND AVENUE
    CHATTANOOGA,TN37405
      PC GENERAL SUPPORT 1,000
    AMERICAN LEADERSHIP INSTITUTE AND SEMINARY
    9810-B MEDLOCK BRIDGE ROAD SUITE
    102
    JOHNS CREEK,GA30097
      PC MATCHING GIFT/OPERATING SUPPORT 4,500
    RELIGIOUS COALITION FOR REPRODUCTUVE CHOICE
    1413 K STREET NW 14TH FLOOR
    WASHINGTON,DC20005
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 150
    AMERICAN ACADEMY OF PEDIATRICS
    PO BOX 776437
    CHICAGO,IL60677
      PC MATCHING GIFT/FRIENDS OF CHILDREN FUND 750
    THE YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 150
    STUART HALL
    235 W FREDERICK STREET
    STAUNTON,VA24401
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 150
    AMERICAN ACADEMY OF PEDIATRICS
    PO BOX 776437
    CHICAGO,IL60677
      PC BUILDING CAMPAIGN FOR THE GEORGIA CHAPTER ROOM 750
    GEORGIA STATE UNIVERSITY
    PO BOX 3963
    ATLANTA,GA30302
      PC MATCHING GIFT/THEATRE ARTS GUILD 1,500
    PUBLIC BROADCASTING ATLANTA
    740 BISMARK RD NE
    ATLANTA,GA30324
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 750
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 300
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW 6000
    ATLANTA,GA30303
      PC SOUTH ATLANTIC DIVISION GENERAL SUPPORT 150
    ANTI-DEFAMATION LEAGUE
    3490 PIEDMONT ROAD NE SUITE 616
    ATLANTA,GA30305
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 300
    JEWISH FAMILY & CAREER SERVICES
    4549 CHAMBLEE DUNWOODY ROAD
    ATLANTA,GA30338
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 450
    WILLIAM BREMAN JEWISH HERITAGE MUSEUM
    1440 SPRING STREET NW
    ATLANTA,GA30309
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 3,150
    WILLIAM BREMAN JEWISH HOME
    3150 HOWELL MILL ROAD
    ATLANTA,GA30327
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 450
    CENTRAL OUTREACH & ADVOCACY CENTER
    201 WASHINGTON ST SW
    ATLANTA,GA30303
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 750
    MEDSHARE
    3240 CLIFTON SPRINGS ROAD
    DECATUR,GA30034
      PC MATCHING GIFT/ANNUAL FUND 1,500
    MERCY CARE FOUNDATION
    5134 PEACHTREE ROAD
    ATLANTA,GA30341
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 1,500
    ORDER OF ST JOHN
    1850 M STREET NW 1070
    WASHINGTON,DC20036
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 750
    GEORGIA BUDGET & POLICY INSTITUTE
    100 EDGEWOOD AVENUE SUITE 950
    ATLANTA,GA30303
      PC MATCHING GIFT/BUDGET AND POLICY TAX WORK 375
    FLYING CARPET THEATRE COMPANY
    1205 E ROCKSPRINGS RD NE
    ATLANTA,GA30306
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 3,000
    GEORGIANS FOR A HEALTHY FUTURE
    50 HURT PLAZA SUITE 806
    ATLANTA,GA30303
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 375
    GLOBAL VILLAGE PROJECT
    PO BOX 1548
    DECATUR,GA30031
      PC MATCHING GIFT/HEALTH PROGRAMS 750
    GRADY HEALTH FOUNDATION
    191 PEACHTREE STREET SUITE 820
    ATLANTA,GA30303
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 2,250
    MOREHOUSE SCHOOL OF MEDICINE
    720 WESTVIEW DRIVE SW
    ATLANTA,GA30310
      PC MATCHING GIFT/GENERAL OPERATING SUPPORT 2,250
    Total .................................bullet 3a 421,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
        14 26,190  
    4 Dividends and interest from securities....     14 375,762  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 3,600  
    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 1,669,430  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,074,982 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,074,982
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,650 628 0 3,229

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BOND 38,463 38,463

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 7,108,213 7,108,213

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REGISTERED INVESTMENT FUNDS AT COST 1,258,582 1,258,582
    BROKERED CERTIFICATES OF DEPOSIT AT COST 1,098,934 1,098,934

    TY 2018 OtherAssetsSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 2,711 2,153 2,153


    TY 2018 OtherDecreasesSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 2,700,194


    TY 2018 OtherExpensesSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TELEPHONE 643 0 0 643
    CORPORATE EXPENSE 177 0 0 177
    DUES, SECF 1,220 0 0 1,220
    MISCELLANEOUS 1,486 0 0 1,486


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 44,975 44,975 0 0
    CONSULTANT 27,750 0 0 27,750


    TY 2018 TaxesSchedule
    Name:
    GEORGIA HEALTH FOUNDATION INC
    EIN:
    58-1352076
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARTERLY TAXES 4,000 0 0 0
    FOREIGN TAXES PAID 1,584 1,584 0 0