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
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 DRIVE Suite STE
  Room/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. 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$24,619,064J 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) 1,180,184
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 553,644 553,644  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -22,611
b Gross sales price for all assets on line 6a 82,511
7 Capital gain net income (from Part IV, line 2)... 0
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 13,224 13,224  
12 Total. Add lines 1 through 11........ 1,724,441 566,868  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 6,418     6,418
b Accounting fees (attach schedule)....... 9,435 4,718   4,717
c Other professional fees (attach schedule).... Click to see attachment 147 147    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,000      
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 24,245     24,245
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,245 4,865   35,380
25 Contributions, gifts, grants paid....... 1,600,397 1,600,397
26 Total expenses and disbursements. Add lines 24 and 25 1,650,642 4,865   1,635,777
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 73,799
b Net investment income (if negative, enter -0-) 562,003
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 573,769 159,811 159,811
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)....... 3,320,043 Click to see attachment3,797,589 24,099,957
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).......... 349,085 Click to see attachment359,296 359,296
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) 4,242,897 4,316,696 24,619,064
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..................    
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 4,242,897 4,316,696
30 Total net assets or fund balances (see instructions)..... 4,242,897 4,316,696
31 Total liabilities and net assets/fund balances (see instructions). 4,242,897 4,316,696
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
4,242,897
2
Enter amount from Part I, line 27a .....................
2
73,799
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,316,696
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
4,316,696
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 GENERAL ELECTRIC CO     2018-05-24
b GENERAL ELECTRIC CO     2018-05-24
c SYNOVUS FIN CP   2013-08-19 2018-08-01
d AFLAC INCORPORATED   2011-03-15 2018-03-16
e GENERAL ELECTRIC CO     2018-05-24
(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 2,092   2,980 -888
b 8,828   16,349 -7,516
c 25,000   26,846 -1,846
d 32   0 32
e 49,522   58,952 -9,430
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       -888
b       -7,521
c       -1,846
d       32
e       -9,430
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 -22,611
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))
2017 1,587,166 21,268,973 0.074624
2016 3,161,092 20,219,477 0.156339
2015 1,493,974 19,779,936 0.07553
2014 1,481,512 19,791,307 0.074857
2013 1,752,083 18,846,568 0.092966
2
Total of line 1, column (d) .....................
2
0.474316
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
0.094863
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
23,673,598
5
Multiply line 4 by line 3......................
5
2,245,749
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,620
7
Add lines 5 and 6........................
7
2,251,369
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,635,777
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 11,240
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 11,240
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 11,240
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 22,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,800
8 Enter any penalty for underpayment of estimated tax. Check here 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 11,560
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet11,560 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? Click to see attachment....................
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
Yes
 
If "Yes," attach a detailed description of the activities.Click to see attachment
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 changesClick to see attachment....
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.Click to see attachment
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 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 —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
     
     
    ........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
     
    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
     
     
    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
    CECIL M CHEVES CHAIRMAN OF THE BOARD
    0     		0 0 0
    211 N LINTON ROAD
    COLUMBUS,GA31904
    BETTYE A CHEVES PRESIDENT,SECRETARY,TREASURER
    0     		0 0 0
    211 N LINTON ROAD
    COLUMBUS,GA31904
    AVERY C WOLFF BOARD MEMBER
    0     		0 0 0
    45 CASCADE ROAD
    COLUMBUS,GA31904
    LUTHER H WOLFF III BOARD MEMBER
    0     		0 0 0
    45 CASCADE ROAD
    COLUMBUS,GA31904
    OLIVIA C BLANCHARD BOARD MEMBER
    0     		0 0 0
    6823 HILLTOP COURT
    COLUMBUS,GA31904
    WILLIAM R BLANCHARD BOARD MEMBER
    0     		0 0 0
    6823 HILLTOP COURT
    COLUMBUS,GA31904
    ELIZABETH C MEEKS BOARD MEMBER
    0     		0 0 0
    671 MOBLEY ROAD
    COLUMBUS,GA31904
    RYAN L MEEKS BOARD MEMBER
    0     		0 0 0
    671 MOBLEY ROAD
    COLUMBUS,GA31904
    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  
    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
     
    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  
    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  
    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
    23,388,695
    b
    Average of monthly cash balances.......................
    1b
    291,225
    c
    Fair market value of all other assets (see instructions)................
    1c
    354,190
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,034,110
    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
    24,034,110
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    360,512
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,673,598
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,183,680
    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
    1,183,680
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,240
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,240
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,172,440
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,172,440
    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
    1,172,440
    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
    1,635,777
    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
    1,635,777
    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
    1,635,777
    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 1,172,440
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 820,607
    b From 2014...... 504,190
    c From 2015...... 519,948
    d From 2016...... 2,198,508
    e From 2017...... 546,334
    fTotal of lines 3a through e........ 4,589,587
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,635,777
    a Applied to 2017, 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 2018 distributable amount..... 1,172,440
    e Remaining amount distributed out of corpus 463,337
    5 Excess distributions carryover applied to 2018.    
    (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 5,052,924
    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 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 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		820,607
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		4,232,317
    10 Analysis of line 9:
    a Excess from 2014.... 504,190
    b Excess from 2015.... 519,948
    c Excess from 2016.... 2,198,508
    d Excess from 2017.... 546,334
    e Excess from 2018.... 463,337
    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).)
    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 (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
    ALS ASSOCIATION OF GEORGIA
    1955 CLIFF VALLEY WAY
    SUITE 116
    ATLANTA,GA30329     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 2,000
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 255,156
    CUMBERLAND LAW SCHOOL
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		  PC TO FUND COLLEGE SCHOLARSHIPS 10,000
    PASTORAL INSTITUTE
    2022 FIFTEENTH AVENUE
    COLUMBUS,GA31901     		  PC TO FUND CHRISTIAN COUNSELING AND EDUCATION 25,000
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832     		  PC TO FUND COLLEGE CHRISTIAN MINISTRIES 18,500
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY
    PO BOX 1157
    COLUMBUS,GA31902     		  PC TO FUND LOCAL COMMUNITY SERVICES 27,500
    SOLDIER MARATHON
    800 TIMBER CREEK COURT
    COLUMBUS,GA31904     		  PC TO PROMOTE COMMUNITY ATHLETICS 15,000
    NATIONAL INFANTRY FOUNDATION
    1775 LEGACY WAY SUITE 220
    COLUMBUS,GA31903     		  PC TO FUND LOCAL MUSEUM 120,000
    YOUNG LIFE COLUMBUS
    1137 LOCKWOOD AVE
    COLUMBUS,GA31906     		  PC TO FUND CHRISTIAN YOUTH SERVICES 25,000
    WYNNTON UNITED METHODIST CHURCH
    PO BOX 5469
    COLUMBUS,GA31906     		  PC TO FUND CHRISTIAN CHURCH 5,000
    TWIN CEDARS CASA
    18 NINTH STREET
    SUITE 504
    COLUMBUS,GA31901     		  PC TO SPONSOR COMMUNITY ATHLETICS 500
    COLUMBUS ROAD RUNNERS INC
    PO BOX 9734
    COLUMBUS,GA31908     		  PC TO FUND COMMUNITY ATHLETICS 2,000
    RALLY FOUNDATION FOR CHILDHOOD CANCER
    5775 GLENRIDGE DRIVE
    BUILDING B SUITE 370
    SANDY SPRINGS,GA30328     		  PC TO FUND CANCER TREATMENT AND RESEARCH 10,000
    YMCA
    24 14TH STREET
    COLUMBUS,GA31901     		  PC TO PROMOTE COMMUNITY ATHLETICS 845
    COLUMBUS STATE UNIVERSITY FOUNDATION
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO FUND ATHLETIC SCHOLARSHIPS 146,000
    CHATTAHOOCHEE BOY SCOUTS OF AMERICA
    1237 1ST AVENUE
    COLUMBUS,GA31901     		  PC TO FUND COMMUNITY YOUTH TRAINING 5,000
    COLUMBUS REGIONAL HEALTH FOUNDATION
    707 CENTER STREET
    COLUMBUS,GA31901     		  PC TO FUND MEDICAL CARE 125,000
    COLUMBUS BOTANICAL GARDENS
    3603 WEEMS ROAD
    COLUMBUS,GA31909     		  PC TO PROVIDE EDUCATION IN HORTICULTURE 2,500
    COLUMBUS SYMPHONY ORCHESTRA
    PO BOX 1499
    COLUMBUS,GA31902     		  PC TO FUND MUSIC AND THE ARTS 10,000
    EASTER SEALS OF WEST GEORGIA
    PO BOX 1690
    FORTSON,GA31808     		  PC TO HELP THE MEDICALLY DISABLED 125,000
    STEWART COUNTY HISTORICAL SOCIETY
    PO BOX 818
    LUMPKIN,GA31815     		  PC TO PROMOTE COMMUNITY ATHLETICS 2,000
    YOUNG LIFE LAGRANGE
    PO BOX 158
    LAGRANGE,GA30240     		  PC TO SUPPORT CHRISTIAN YOUTH SERVICES 1,000
    FOCUS
    232 HAMILTON SQUARE STREET
    PO BOX 524
    HAMILTON,GA31811     		  PC TO PROVIDE FOOD, EDUCATION TO THE DISADVANTAGED 10,000
    UNIVERSITY OF GEORGIA FOUNDATION
    394 SOUTH MILLEDGE AVENUE
    ATHENS,GA30602     		  PC TO FUND SUPPORT FOR TEACHERS, OUTREACH AND RESEARCH 11,000
    YOUNG LIFE GREATER ATHENS
    920 BAXTER STREET
    ATHENS,GA30606     		  PC TO SUPPORT CHRISTIAN YOUTH SERVICES 5,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 8361
    COLUMBUS,GA31908     		  PC TO FUND CHRISTIAN YOUTH MINISTRY 5,500
    HISTORIC COLUMBUS FOUNDATION
    PO BOX 5312
    COLUMBUS,GA31906     		  PC TO SUPPORT HISTORIC PRESERVATION 101,000
    PEDALING FOR KIDS
    PO BOX 1776
    FORTSON,GA31808     		  PC TO MEET NEEDS OF DISABLED KIDS 1,000
    FOURTH STREET DAY CARE AND ACADEMY
    515 8TH STREET
    COLUMBUS,GA31901     		  PC TO PROVIDE CHILD CARE FOR THE DISADVANTAGED 2,500
    STEWART COMMUNITY HOME INC
    1125 15TH STREET
    COLUMBUS,GA31901     		  PC TO PROVIDE HOUSING FOR THE DISADVANTAGED 5,000
    CARSON STOREY
    16 WALLY LANE
    PHENIX CITY,AL36867     		  I COLLEGE SCHOLARSHIP 2,500
    ARUSHI TANDON
    4979 WATERVIEW DRIVE
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 2,500
    EDWARD XIE
    215 THAMESMAR LANE
    JOHNS CREEK,GA30024     		  I COLLEGE SCHOLARSHIP 2,500
    JONATHAN CODY CLARK
    4206 TIMBALIER DRIVE
    COLUMBUS,GA31907     		  I COLLEGE SCHOLARSHIP 2,500
    SPENCER HARDIN
    6718 WIDGEON DRIVE
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 2,500
    SHIVANI UPADHAYAY
    8057 ADELAIDE DRIVE
    COLUMBUS,GA31909     		  I COLLEGE SCHOLARSHIP 2,500
    KAPROPITA GIRLS HIGH SCHOOL
    PO BOX 11 KABARNET
    KABARNET RIFT VALLEY    
    KE     		  PC TO SUPPORT SCHOOL FOR GIRLS 1,500
    ALZHEIMERS ASSOCIATION
    5900 RIVER ROAD SUITE 301
    COLUMBUS,GA31904     		  PC TO SUPPORT RESEARCH FOR DEMENTIA PATIENTS 2,500
    MISS TROUP COUNTY SCHOLARSHIP PROGRAM
    601 CHEROKEE ROAD
    LAGRANGE,GA30240     		  PC TO FUND SCHOLARSHIPS 250
    AMERICAN CANCER SOCIETY
    233 12TH STREET
    SUITE 710
    COLUMBUS,GA31901     		  PC TO HELP RESEARCH AND PATIENT ASSISTANCE 5,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET
    16TH FLOOR
    NEW YORK,NY10006     		  PC TO FUND MEDICAL ASSISTANCE TO POPULATIONS IN DISTRESS 100
    INTERNATIONAL FRIENDSHIP MINISTRY
    3404 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO FUND CHRISTIAN MINISTRY TO INTERNATIONALS 2,500
    HARMONY HOUSE
    PO BOX 2925
    LAGRANGE,GA30241     		  PC TO SUPPORT SHELTER FOR ABUSED PERSONS 4,000
    CROSSPOINTE CHURCH
    2301 AIRPORT THRUWAY B
    COLUMBUS,GA31904     		  PC TO FUND CHRISTIAN CHURCH 30,000
    FRIENDS OF THE THREAD
    PO BOX 19
    LAGRANGE,GA30241     		  PC TO FUND MAINTENANCE OF MULTIPURPOSE TRAIL 12,750
    ALL THINGS NEW
    PO BOX 11809
    JACKSONVILLE,FL32239     		  PC TO SUPPORT CHRISTIAN MINISTRY IN HAITI 100
    STEEPLECHASE AT CALLAWAY
    1747 WARM SPRINGS ROAD
    COLUMBUS,GA31906     		  PC TO BENEFIT SIX NONPROFIT ORGANIZATIONS 225
    FEEDING THE VALLEY FOOD BANK
    PO BOX 8904
    COLUMBUS,GA31908     		  PC TO PROVIDE FOOD FOR THE POOR IN LOCAL COMMUNITY 10,000
    YOUNG LIFE
    1137 LOCKWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO SUPPORT CHRISTIAN CAMPUS MINISTRY 7,800
    YOUNG LIFE LAGRANGE
    300 MOOTY BRIDGE ROAD SUITE 201
    LAGRANGE,GA30240     		  PC TO SUPPORT CHRISTIAN CAMPUS MINISTRY 27,450
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 8361
    COLUMBUS,GA31908     		  PC TO SUPPORT CHRISTIAN MINISTRY THROUGH SPORTS 1,200
    MISSION TO THE WORLD
    PO BOX 744165
    ATLANTA,GA30374     		  PC TO PROMOTE GLOBAL CHRISTIAN MISSIONS 6,000
    MERCYMED OF COLUMBUS
    PO BOX 1491
    COLUMBUS,GA31902     		  PC TO PROVIDE MEDICAL CARE 3,996
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 10,000
    BOYS & GIRLS CLUBS
    1700 BUENA VISTA ROAD
    COLUMBUS,GA31906     		  PC TO FUND CHILDREN'S SAFE ACTIVITIES 10,000
    CLASSIC CITY CHURCH
    PO BOX 329
    ATHENS,GA30601     		  PC TO SUPPORT CHRISTIAN CHURCH 2,000
    GIRLS INC
    461 MANGET ST SE
    MARIETTA,GA30060     		  PC TO ENCOURAGE GIRLS THROUGH DIRECT SERVICE AND ADVOCACY 5,000
    HARVESTERS INTL MISSIONS
    PO BOX 1776
    FORTSON,GA31808     		  PC TO PRESERVE LOCAL HISTORY 30,000
    MAYO CLINIC DEPT OF DEVELOPMENT
    SIEBENS BUILDING STE OF
    ROCHESTER,MN55905     		  PC TO FUND CLINICAL PRACTICE, EDUCATION, AND RESEARCH 5,000
    MICAHS PROMISE
    4078 MILGEN RD
    COLUMBUS,GA31907     		  PC TO FIGHT COMMERCIAL SEXUAL EXPLOITATION OF CHILDREN 1,000
    PIONEERS ORLICH
    10123 WILLIAM CAREY DRIVE
    ORLANDO,FL328326931     		  PC TO SUPPORT CHRISTIAN MISSIONARIES 12,000
    HSS FOUNDATION INC
    PO BOX 30610
    NEW YORK,NY10087     		  PC TO FUND HIP AND KNEE RESEARCH 5,000
    SOUND CHOICES
    1316 WYNNTON COURT
    COLUMBUS,GA31906     		  PC TO PROVIDE PREGNANCY SERVICES FOR WOMEN 1,000
    RIGHT FROM THE START
    1104 2ND AVE
    COLUMBUS,GA31902     		  PC TO FUND MARRIAGE AND FAMILY EDUCATION 1,000
    VOICES OF THE VALLEY INC
    COLUMBUS STATE UNIVERSITY 900 BROAD
    COLUMBUS,GA31901     		  PC TO FUND COMMUNITY CHILDREN'S CHORUS 1,000
    CLUB BEYOND
    540 N CASCADE AVE STE 300
    COLORADO SPRINGS,CO80903     		  PC TO PROVIDE GUIDANCE TO MILITARY TEENS 1,000
    FROGTOWN CRAWFISH FESTIVAL
    SKYBAR ENTERTAINMENT LLC 83 LEE RD
    SMITHS,AL36877     		  PC TO FUND LOCAL FOOD FESTIVAL 4,000
    AUTISM HOPE CENTER
    PO BOX 6028
    COLUMBUS,GA31917     		  PC TO FUND RESEARCH AND PATIENT CARE 2,500
    CCMHS
    FORT BENNING GOLF COURSE 390 BALTZE
    FORT BENNING,GA31905     		  PC TO FUND SCHOOL ATHLETIC PROGRAM 500
    WORLD OUTREACH MINISTRIES
    ROB BAREFIELD PO BOX 211
    COLUMBUS,GA31902     		  PC TO SUPPORT CHRISTIAN MISSIONARIES 2,500
    YOUNG LIFE SOUTH WALTON
    PO BOX 520
    COLORADO SPRINGS,GA80901     		  PC TO SUPPORT CAMPUS CHRISTIAN MINISTRY 10,000
    HIGHLANDS COMMUNITY CHURCH
    3400 5TH AVENUE
    COLUMBUS,GA31904     		  PC TO EDUCATE THE DISADVANTAGED 100,000
    CHS BASEBALL BOOSTER CLUB
    1700 CHEROKEE AVENUE
    COLUMBUS,GA31906     		  PC TO FUND BALL FIELD SIGN 5,000
    WAY DOWN FILM FESTIVAL
    103 E 10TH STREET
    COLUMBUS,GA31901     		  PC TO SUPPORT PRODUCTION OF ART FILMS 1,000
    TMS GLOBAL
    PO BOX 936559
    ATLANTA,GA311936559     		  PC TO SUPPORT CHRISTIAN MISSIONARIES 2,500
    MUSCOGEE EDUCATIONAL EXCELLENCE
    214A 10TH STREET
    COLUMBUS,GA31901     		  PC TO FUND EDUCATORS REWARDS PROGRAMS 1,000
    MIDTOWN INC
    1236 WILDWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO FUND HISTORIC PRESERVATION EVENT 1,000
    JUSTIN P BATES JR
    105 STEELE CREEK DR
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 2,500
    MARIAH BLANKS
    2210 HOME PLACE CIRCLE
    FAYETTEVILLE,GA30215     		  I COLLEGE SCHOLARSHIP 2,500
    DAVID BRUDER
    7653 RIVER CREST DRIVE
    COLUMBUS,GA31904     		  I COLLEGE SCHOLARSHIP 2,500
    LANDON SAVANNAH CUMBIE
    2122 51ST STREET
    COLUMBUS,GA31904     		  I COLLEGE SCHOLARSHIP 2,500
    MARISA N CUTAIA
    123 AZALEA LANE EGG HARBOR
    TOWNSHIP,NJ08234     		  I COLLEGE SCHOLARSHIP 2,500
    MADELINE DECARLO
    313 GALLAIN CIRCLE
    IRMO,SC29063     		  I COLLEGE SCHOLARSHIP 2,500
    SETH DIXON
    396 WAGON WHEEL DR
    ELLERSLIE,GA31807     		  I COLLEGE SCHOLARSHIP 2,500
    ALEXIS A GRIER
    390 LEE ROAD 234
    PHENIX CITY,AL36870     		  I COLLEGE SCHOLARSHIP 2,500
    NICOLE HART
    1301 CREST PARK POINT
    GAINESVILLE,GA30504     		  I COLLEGE SCHOLARSHIP 2,500
    JEREMIAH ALLEN JONES
    5833 SANDY RIDGE DRIVE
    COLUMBUS,GA31907     		  I COLLEGE SCHOLARSHIP 2,500
    KYLE JUSTIN KELLS
    514 MAYFAIR COURT
    GERMANTOWN HILLS,IL61548     		  I COLLEGE SCHOLARSHIP 2,500
    ALLISON LITTLE
    224 MILLWRIGHT DRIVE
    LEXINGTON,SC29072     		  I COLLEGE SCHOLARSHIP 2,500
    KYLA ASHLEY MIMS
    9242 GARRETT CREEK DRIVE
    MIDLAND,GA31820     		  I COLLEGE SCHOLARSHIP 2,500
    SEAN PATRICK MULLINS
    1615 16TH AVE
    COLUMBUS,GA31901     		  I COLLEGE SCHOLARSHIP 2,500
    GAVIN NEEL
    100 LEE ROAD 998
    PHENIX CITY,AL36870     		  I COLLEGE SCHOLARSHIP 2,500
    SARAH KATHERINE PAGE
    540 WILDWOOD PLANTATION DRIVE
    CATAULA,GA31804     		  I COLLEGE SCHOLARSHIP 2,500
    JACOB SCOTT PITTNER
    192 CLINTON LAKE ROAD
    CLINTON,PA15026     		  I COLLEGE SCHOLARSHIP 2,500
    LUKE BRANDON PITTNER
    192 CLINTON LAKE ROAD
    CLINTON,PA15026     		  I COLLEGE SCHOLARSHIP 2,500
    SETH MICHAEL PITTNER
    192 CLINTON LAKE ROAD
    CLINTON,PA15026     		  I COLLEGE SCHOLARSHIP 2,500
    CHLOEIGH GRACE ROBINSON
    128 LEE ROAD 918
    PHENIX CITY,AL36870     		  I COLLEGE SCHOLARSHIP 2,500
    SYDNEY SAILORS
    15232 GOODMAN ST
    OVERLAND PARK,KS66223     		  I COLLEGE SCHOLARSHIP 2,500
    YASMIN THESSIN
    PO BOX 8505
    COLUMBUS,GA31908     		  I COLLEGE SCHOLARSHIP 2,500
    HANNAH HUMPHREY
    106 LANIER MILL CIRCLE
    OAKWOOD,GA30566     		  I COLLEGE SCHOLARSHIP 3,000
    EASTER SEALS OF WEST GEORGIA
    2515 DOUBLE CHURCHES ROAD
    COLUMBUS,GA31909     		  PC TO HELP THE MEDICALLY DISABLED 10,000
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY
    PO BOX 1157
    COLUMBUS,GA31902     		  PC TO FUND LOCAL COMMUNITY SERVICES 15,000
    RIGHT FROM THE START
    1104 SECOND AVENUE
    COLUMBUS,GA31901     		  PC TO FUND MARRIAGE AND FAMILY EDUCATION 5,000
    CHRIST COMMUNITY CHURCH
    4078 MILGEN ROAD
    COLUMBUS,GA31907     		  PC TO SUPPORT CHRISTIAN CHURCH 5,000
    BOYS AND GIRLS CLUBS OF THE CHATTAHOOCHEE VALLEY
    1700 BUENA VISTA ROAD
    COLUMBUS,GA31906     		  PC TO FUND CHILDRENS' SAFE ACTIVITIES 10,000
    TAKE THE CITY
    2910 2ND AVENUE
    COLUMBUS,GA31904     		  PC TO FUND COMMUNITY RELATIONS EDUCATION 10,000
    RIGHT FROM THE START
    301 11TH STREET
    COLUMBUS,GA31901     		  PC TO FUND MARRIAGE AND FAMILY EDUCATION 400
    COLUMBUS REGIONAL FOUNDATION
    PO BOX 790
    COLUMBUS,GA319020790     		  PC TO FUND CHILDREN'S MEDICAL CARE 400
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DR SUITE 900
    ARLINGTON,VA22202     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 20
    TWIN CEDARS
    1225 3RD AVENUE
    COLUMBUS,GA31901     		  PC TO FUND MARRIAGE AND FAMILY EDUCATION 200
    HILLSIDE MONTESSORI OF LAGRANGE
    525 PARK AVENUE
    LAGRANGE,GA30240     		  PC TO EDUCATE CHILDREN 250
    ARTHRITIS FOUNDATION
    7505 VETERANS PARKWAYC
    COLUMBUS,GA31909     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 30
    PIONEERS
    10123 WILLIAM CAREY DR
    ORLANDO,FL328326931     		  PC TO SUPPORT INTERNATIONAL CHRISTIAN MINISTRIES 1,500
    YOUNG LIFE OF GREATER COLUMBUS
    1137 LOCKWOOD AVENUE
    COLUMBUS,GA31906     		  PC TO SUPPORT CHRISTIAN YOUTH ACTIVITIES 14,500
    EASTER SEALS OF WEST GEORGIA
    2515 DOUBLE CHURCHES ROAD
    COLUMBUS,GA31909     		  PC TO FUND PATIENT ASSISTANCE AND RESEARCH 250
    YOUNG LIFE OF GREATER ATHENS
    PO BOX 48883
    ATHENS,GA30604     		  PC TO SUPPORT CHRISTIAN YOUTH ACTIVITIES 1,700
    BOYS AND GIRLS CLUB OF WEST GEORGIA
    1700 BUENA VISTA ROAD
    COLUMBUS,GA31906     		  PC TO FUND CHILDRENS' SAFE ACTIVITIES 200
    RIVER CENTER FOR THE PERFORMING ARTS
    900 BROADWAY
    COLUMBUS,GA31904     		  PC TO PROMOTE THE ARTS 300
    HISTORIC COLUMBUS FOUNDATION
    1440 2ND AVENUE
    COLUMBUS,GA31904     		  PC TO PRESERVE HISTORY 500
    NATIONAL CIVIL WAR NAVAL MUSEUM
    1002 VICTORY DRIVE
    COLUMBUS,GA31901     		  PC TO PRESERVE HISTORY 225
    HOPE HARBOR
    PO BOX 4182
    COLUMBUS,GA31914     		  PC TO PROVIDE SHELTER FOR ABUSED CHILDREN 400
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AZ72202     		  PC TO FUND EDUCATION IN 3RD WORLD 150
    YOUNG LIFE OF AUBURN-OPELIKA
    PO BOX 1336
    AUBURN,AL368311336     		  PC TO SUPPORT CHRISTIAN YOUTH ACTIVITIES 2,500
    AUBURN UNIVERSITY FOUNDATION
    317 S COLLEGE
    ST AUBURN,AL36849     		  PC TO SUPPORT UNIVERSITY FUND 150
    BROOKSTONE SCHOOL
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904     		  PC TO FUND LOCAL EDUCATION 5,000
    FEEDING THE VALLEY
    5928 COCA COLA BLVD
    COLUMBUS,GA31909     		  PC TO PROVIDE FOOD FOR NEEDY 100
    COLUMBUS STATE UNIVERSITY DANCE PROGRAM
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907     		  PC TO FUND UNIVERSITY SCHOOL OF DANCE 5,000
    RUN ACROSS GEORGIA
    1340 13TH ST
    COLUMBUS,GA319012345     		  PC TO FUND RACE CHARITY SPONSORSHIP 10,250
    MERCYMED OF COLUMBUS
    PO BOX 1491
    COLUMBUS,GA31902     		  PC TO PROVIDE MEDICAL CARE 25,000
    Total .................................bullet 3a 1,600,397
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 553,644  
    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 -22,611  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME FROM K-1     		310000   02 13,224  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   544,257  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    544,257
    (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
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
    OLIVIA D AMOS CHARITABLE LEAD TRUST  
    6867 MOUNTAINBROOK DRIVE SUITE 107
     
    COLUMBUS, GA31904

    		$ 358,025


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ELIZABETH CHEVES MEEKS  
    105 MORGAN DRIVE
     
    LAGRANGE, GA30240

    		$ 88,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    OLIVIA D AMOS CHARITABLE LEAD TRUST  
    6867 MOUNTAINBROOK DRIVE SUITE 107
     
    COLUMBUS, GA31904

    		$ 472,684


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    CECIL M CHEVES  
    211 N LINTON ROAD
     
    COLUMBUS, GA31904

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BETTYE A CHEVES  
    211 N LINTON ROAD
     
    COLUMBUS, GA31904

    		$ 256,475


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    3
    		 6,015 SHARES OF AFLAC COMMON STOCK $ 269,111 2018-04-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 4,586 SHARES OF AFLAC COMMON STOCK $ 203,573 2018-12-19
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 ActyNotPreviouslyRptExpln
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN:
    58-2634947
    Explanation:
    THE FOUNDATION MADE CHANGES TO ITS SCHOLARSHIP PROGRAM. SEE ATTACHED CONSENT TO ACTION.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 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 2018 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 3,797,589 24,099,957

    TY 2018 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   359,296 359,296

    TY 2018 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 24,185     24,185
    REGISTRATION FEES 60     60


    TY 2018 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 13,224 13,224  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN:
    58-2634947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 147 147    


    TY 2018 TaxesSchedule
    Name:
    LOCKWOOD PARTNERS FOUNDATION INC
    EIN:
    58-2634947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 10,000