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
THE SARTAIN LANIER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)950 LOWERY BLVD NW STE 25
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30318
A Employer identification number

58-6045056
B Telephone number (see instructions)

(404) 564-1259
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$88,732,581J 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      
4 Dividends and interest from securities... 909,190 1,247,606  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,758,357
b Gross sales price for all assets on line 6a 37,762,927
7 Capital gain net income (from Part IV, line 2)... 2,751,213
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 24,927 0  
12 Total. Add lines 1 through 11........ 3,692,474 3,998,819  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,000 17,300   155,700
14 Other employee salaries and wages...... 33,927 3,393   30,534
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250   1,250
c Other professional fees (attach schedule).... Click to see attachment 428,515 372,587   55,928
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 170,855 1,021   9,187
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 74,266 7,427   66,839
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,030 0   18,030
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 901,093 402,978   337,468
25 Contributions, gifts, grants paid....... 4,349,288 4,349,288
26 Total expenses and disbursements. Add lines 24 and 25 5,250,381 402,978   4,686,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,557,907
b Net investment income (if negative, enter -0-) 3,595,841
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......... 2,019,607 6,669,075 6,669,075
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)....... 0 Click to see attachment54,121,603 54,121,603
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).......... 57,994,458 Click to see attachment10,922,992 10,922,992
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment17,018,911 Click to see attachment17,018,911
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,014,065 88,732,581 88,732,581
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 60,014,065 88,732,581
30 Total net assets or fund balances (see instructions)..... 60,014,065 88,732,581
31 Total liabilities and net assets/fund balances (see instructions). 60,014,065 88,732,581
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
60,014,065
2
Enter amount from Part I, line 27a .....................
2
-1,557,907
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
40,740,731
4
Add lines 1, 2, and 3 ..........................
4
99,196,889
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,464,308
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
88,732,581
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 SECURITIES PORTFOLIO      
b PASS-THRU K-1 UBTI REALIZED G(L)S      
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 37,088,683   35,004,570 2,084,113
b 7,144     0
c 667,100     667,100
d
e
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       2,084,113
b       0
c       667,100
d
e
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 2,751,213
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 4,953,571 91,818,702 0.053949
2016 5,525,743 96,727,739 0.057127
2015 5,665,337 109,559,013 0.051710
2014 4,423,648 118,185,068 0.037430
2013 4,444,855 92,227,508 0.048194
2
Total of line 1, column (d) .....................
2
0.248410
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
0.049682
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
96,992,251
5
Multiply line 4 by line 3......................
5
4,818,769
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
35,958
7
Add lines 5 and 6........................
7
4,854,727
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,686,756
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 71,917
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 71,917
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 71,917
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 63,547
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 63,547
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 8,370
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://WWW.LANIERFAMILYFOUNDATION.ORG/
    14
    The books are in care ofbulletPATRICIA E LUMMUS Telephone no.bullet (404) 564-1259

    Located atbullet950 LOWERY BLVD NW STE 25ATLANTAGA ZIP+4bullet30318
    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
    J HICKS LANIER TRUSTEE & CHAIR
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    CECIL D CONLEE TRUSTEE & VICE CHAIR
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    JULIE LANIER BALLOUN TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    LIZA LANIER JANCIK TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    STEPHEN S LANIER TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    V WHITSON LANIER JR TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    CLAUDIA M LIVINGSTON TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    P ALEX LIVINGSTON III TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    E JENNER WOOD III TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    PATRICIA E LUMMUS EXECUTIVE DIRECTOR
    40.00     		155,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    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
    SAPERE WEALTH MANAGEMENT INVESTMENT MANAGEMENT 236,780
    130 MATTHEWS STATION ST STE 2-A
    MATTHEWS,NC28105
    LCG ASSOCIATES INC INVESTMENT CONSULTING 100,000
    400 GALLERIA PKWY STE 1800
    ATLANTA,GA30339
    MARK B RILEY ADVISORY CONSULTING 50,760
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    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
    95,390,077
    b
    Average of monthly cash balances.......................
    1b
    3,079,213
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    98,469,290
    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
    98,469,290
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,477,039
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    96,992,251
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,849,613
    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
    4,849,613
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    71,917
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    71,917
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,777,696
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,777,696
    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
    4,777,696
    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
    4,686,756
    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
     
    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
    4,686,756
    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
    4,686,756
    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 4,777,696
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 4,283,836
    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$ 4,686,756
    a Applied to 2017, but not more than line 2a 4,283,836
    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..... 402,920
    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 ..........     		4,374,776
    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:
    PATRICIA E PAT LUMMUS EXECUTIVE DIR
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    (404) 564-1259
    PLUMMUS@LANIERFAMILYFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    cAny submission deadlines:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    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
    A CURE IN OUR LIFETIME
    5102 SAPPHIRE DRIVE
    MARIETTA,GA30068     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS ATLANTA CHAPTER
    PO BOX 52124
    ATLANTA,GA30355     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,500
    AGAPE YOUTH AND FAMILY CENTER
    2210 MARIETTA BLVD
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    AMERICAN RED CROSS OF GEORGIA
    1955 MONROE DR NE
    ATLANTA,GA30324     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    AMERICAN RIVERS
    331 WEST MAIN STREET SUITE 304
    DURHAM,NC27701     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ANDREW P STEWART CENTER
    987 IRA STREET SW PO BOX 17772
    ATLANTA,GA30316     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ARTSBRIDGE
    2800 COBB GALLERIA PARKWAY
    ATLANTA,GA30339     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA BALLET
    1695 MARIETTA BLVD NW
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    ATLANTA BOTANICAL GARDEN
    1345 PIEDMONT AVENUE NE
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    ATLANTA CLASSICAL ACADEMY
    3260 NORTHSIDE DRIVE NW
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BLVD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA FAMILIES' AWARDS FOR EXCELLENCE IN EDUCATION INC
    1266 W PACES FERRY RD 151
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    ATLANTA GIRLS' SCHOOL
    3254 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA HISTORY CENTER
    130 WEST PACES FERRY RD NW
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    ATLANTA MEMORIAL PARK CONSERVANCY
    PO BOX 11609
    ATLANTA,GA30355     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA MUSIC PROJECT INC
    ATLANTA MUSIC PROJECT CENTER FOR
    PERFORMANCE AND EDUCATION 883 DILL
    ATLANTA,GA30310     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA POLICE FOUNDATION
    191 PEACHTREE STREET NE SUITE 191
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    ATLANTA SHAKESPEARE COMPANY
    499 PEACHTREE STREET NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    ATLANTA SPEECH SCHOOL
    3160 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 80,000
    ATLANTA VOLUNTEER LAWYERS FOUNDATION
    235 PEACHTREE STREET SUITE 1750
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA YOUTH ACADEMY
    2120 FORREST PARK ROAD
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 40,000
    BEARINGS BIKE SHOP
    982 MURPHY AVENUE SW
    ATLANTA,GA30310     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,334
    BEN FRANKLIN ACADEMY
    1585 CLIFTON ROAD NE
    ATLANTA,GA30329     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    BEN FRANKLIN ACADEMY
    1585 CLIFTON ROAD NE
    ATLANTA,GA30329     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    BOBBY DODD INSTITUTE
    2120 MARIETTA BLVD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    BOBBY JONES GOLF COURSE FOUNDATION
    2560 BROOKDALE DRIVE NW
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    BREAKTHROUGH ATLANTA
    4075 PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    C5 YOUTH FOUNDATION OF GEORGIA INC
    931 MONROE DRIVE NE SUITE A102-361
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    CANINE ASSISTANTS
    3160 FRANCIS ROAD
    MILTON,GA30004     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    CHATTAHOOCHEE HILLS CHARTER SCHOOL
    9670 RIVERTOWN ROAD
    CHATTAHOOCHEE HILL,GA30213     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    CHATTAHOOCHEE RIVERKEEPER
    3 PURITAN MILL SUITE 3 916 JOSEPH
    LOWERY BOULEVARD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    CHEMOFLAGE
    5602 BROOK RIDGE DRIVE
    DUNWOODY,GA30338     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    UNIVERSITY OFFICE PARK - DARTMOUTH
    BUILDING 3395 NORTHEAST EXPRESSWAY
    ATLANTA,GA30341     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
    UNIVERSITY OFFICE PARK - DARTMOUTH
    BUILDING 3395 NORTHEAST EXPRESSWAY
    ATLANTA,GA30341     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 40,000
    COOL GIRLS
    1382 PEACHTREE ST NE STE 100
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    CRISTO REY ATLANTA JESUIT HIGH SCHOOL
    222 PIEDMONT AVENUE NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    EAGLE RANCH
    PO BOX 7200
    CHESTNUT MOUNTAIN,GA30502     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,334
    EAST LAKE FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    EMMAUS HOUSE
    1017 HANK AARON DRIVE SW
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    ENTERPRISE COMMUNITY PARTNERS INC
    50 HURT PLAZA SUITE 649
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    FIRST STEP STAFFING
    236 AUBURN AVENUE SUITE 203
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    FORWARD ARTS FOUNDATION
    3130 SLATON DRIVE
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    FOUNDATION CENTER
    133 PEACHTREE STREET NE LOBBY SUITE
    350
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    GATEWAY CENTER
    275 PRYOR STREET SW
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    GEORGIA CENTER FOR CHILD ADVOCACY
    1485 B WOODLAND AVE
    ATLANTA,GA30316     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA CENTER FOR NONPROFITS
    100 PEACHTREE STREET SUITE 1500
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    GEORGIA GRANTMAKERS ALLIANCE
    C/O SOUTHEASTERN COUNCIL OF
    FOUNDATIONS 100 PEACHTREE STREET NW
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA JUSTICE PROJECT
    438 EDGEWOOD AVENUE
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION
    270 PEACHTREE ST NW SUITE 2200
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA PREVENTION PROJECT
    3715 NORTHSIDE PARKWAY SUITE 1-320
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    GEORGIA RESEARCH ALLIANCE
    191 PEACHTREE STREET NE SUITE 849
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    GEORGIA SOFT GOODS EDUCATION FOUNDATION INC
    305 DALTON DRIVE
    RALEIGH,NC27615     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA STATE GOLF ASSOCIATION
    121 VILLAGE PKWY BLDG 3
    MARIETTA,GA30067     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIACAN
    50CAN 1625 K STREET NW SUITE 400
    WASHINGTON,DC20006     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GOODWILL OF NORTH GEORGIA
    2201 LAWRENCEVILLE HIGHWAY SUITE
    300
    DECATUR,GA30033     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    GREENHOUSE SCHOLARS
    1820 FOLSOM STREET
    BOULDER,CO80302     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GREENLIGHT FUND
    120 ST JAMES AVENUE 6TH FLOOR
    BOSTON,MA02116     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GROVE PARK FOUNDATION
    1562 DONALD LEE HOLLOWELL PKWY NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    HEARTBOUND MINISTRIES
    PO BOX 191703
    ATLANTA,GA31119     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    HORIZONS ATLANTA
    177 NORTH AVE NW 3RD FLOOR SUITE 11
    ATLANTA,GA30332     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    JUMPSTART
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    JUNIOR ACHIEVEMENT
    460 ABERNATHY ROAD NE
    ATLANTA,GA30328     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    KIPP METRO ATLANTA SCHOOLS
    1445 MAYNARD ROAD NW
    ATLANTA,GA30331     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 90,000
    LAAMISTAD INC
    3434 ROSWELL RD
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    METROPOLITAN ATLANTA ARTS FUND
    191 PEACHTREE STREET NE SUITE 1000
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    MILL SPRINGS ACADEMY
    13660 NEW PROVIDENCE ROAD
    ALPHARETTA,GA30004     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    MOVING IN THE SPIRIT
    PO BOX 170230
    ATLANTA,GA30317     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    MR TOM'S HEART
    24 WATERFORD COURT
    ATLANTA,GA30328     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    MUSEUM OF CONTEMPORARY ART OF GEORGIA (MOCA)
    75 BENNETT ST SUITE A2
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    NATIONAL COUNCIL ON TEACHER QUALITY
    1440 G STREET NW SUITE 8193
    WASHINGTON,DC20005     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 16,666
    NEXT GENERATION MEN
    115 MLK JR DRIVE SW SUITE 304
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    NO LONGER BOUND
    2735 PINE GROVE ROAD
    CUMMING,GA30041     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    ODYSSEY
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    ONEGOAL-METRO ATLANTA
    590 MEANS STREET NW SUITE 104
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    OUR HOUSE INC
    173 BOULEVARD NE
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    PATH FOUNDATION
    PO BOX 14327
    ATLANTA,GA30324     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    PIEDMONT HEALTHCARE FOUNDATION
    2001 PEACHTREE ROAD NW SUITE 400
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 60,000
    PRO BONO PARTNERSHIP OF ATLANTA
    999 PEACHTREE ST NE SUITE 2300
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    PROMISE686
    22 TECHNOLOGY PARKWAY SOUTH
    NORCROSS,GA30092     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    PURPOSE BUILT SCHOOLS ATLANTA
    1670 BENJAMIN WELDON BICKERS DRIVE
    SE
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    REACH FOR EXCELLENCE
    3790 ASHFORD DUNWOODY RD NE
    ATLANTA,GA30319     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    RESPITE CARE ATLANTA
    2715 PEACHTREE ROAD NE
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    SKYLAND TRAIL
    1961 NORTH DRUID HILLS ROAD
    ATLANTA,GA30329     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET SUITE 2080
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 11,290
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    C/O SOUTHEASTERN COUNCIL OF
    FOUNDATIONS 100 PEACHTREE STREET NW
    ATLANTA,GA30303     		NONE PC GEORGIA GRANTMAKERS ALLIANCE 1,000
    STAR-C
    1201 PEACHTREE STREET NE SUITE 1110
    ATLANTA,GA30361     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    TEACH FOR AMERICA - METRO ATLANTA
    1360 PEACHTREE ST NE 11TH FLOOR
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 100,000
    THE CHARLES CHRISTIAN TULLER HOUSE INC
    3156 SPRING ST
    COVINGTON,GA30014     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    191 PEACHTREE STREET NE SUITE 1000
    ATLANTA,GA30303     		NONE PC REDEFINED ATLANTA 50,000
    THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    191 PEACHTREE STREET NE SUITE 1000
    ATLANTA,GA30303     		NONE PC LEARN4LIFE 10,000
    THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    191 PEACHTREE STREET NE SUITE 1000
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 110,000
    THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    C/O COMMUNITY FOUNDATION FOR
    GREATER ATLANTA 191 PEACHTREE STREE
    ATLANTA,GA30303     		NONE PC EDUCATION PHILANTHROPIC COLLABORATIVE FUND 7,500
    THE KINDEZI SCHOOLS
    950 JOSEPH E LOWERY BLVD SUITE 18
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    THE LOVETT SCHOOL
    4075 PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    THE LOVETT SCHOOL
    4075 PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    THE SHELTERING ARMS
    385 CENTENNIAL OLYMPIC PARK DRIVE
    NW
    ATLANTA,GA30313     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    THE TRUST FOR PUBLIC LAND
    ONE GEORGIA CENTER 600 WEST
    PEACHTREE STREET SUITE 1840
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    THE WESTMINSTER SCHOOLS
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    TRAINING & COUNSELING CENTER AT ST LUKE'S
    PO BOX 54927
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    TRINITY SCHOOL
    4301 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 40,000
    TRUANCY INTERVENTION PROJECT GEORGIA INC
    JUDGE ROMAE T POWELL JUVENILE
    JUSTICE CENTER SUITE 4122 395 PRYOR
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,500
    UAB SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY
    AB 1264 1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 333,333
    UNITED WAY OF GREATER ATLANTA
    100 EDGEWOOD AVENUE NE
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    UNITED WAY OF GREATER ATLANTA
    100 EDGEWOOD AVENUE NE
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 175,000
    UNIVERSITY OF GEORGIA FOUNDATION
    394 S MILLEDGE AVENUE
    ATHENS,GA30602     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    UTOPIAN ACADEMY FOR THE ARTS
    2750 FOREST PARKWAY
    ELLENWOOD,GA30294     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    UTOPIAN ACADEMY FOR THE ARTS
    2750 FOREST PARKWAY
    ELLENWOOD,GA30294     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    VANDERBILT UNIVERSITY
    2400 BLAKEMORE AVENUE
    NASHVILLE,TN37212     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,018,500
    VOICES FOR GEORGIA'S CHILDREN
    75 MARIETTA STREET SUITE 401
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    WESTSIDE FUTURE FUND
    1300 JOSEPH E BOONE BLVD NW SUITE
    16
    ATLANTA,GA30314     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    WHITEFIELD ACADEMY
    ONE WHITEFIELD DRIVE
    MABLETON,GA30126     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    WINGS FOR KIDS
    1465 NORTHSIDE DRIVE SUITE 212
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 175,000
    YEAR UP ATLANTA
    730 PEACHTREE STREET NE SUITE 900
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    YMCA OF METROPOLITAN ATLANTA
    569 MARTIN LUTHER KING JR DRIVE NW
    ATLANTA,GA30314     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    YOUTH VILLAGES GEORGIA
    4685 DORSETT SHOALS RD
    DOUGLASVILLE,GA30135     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 16,666
    ZOO ATLANTA
    800 CHEROKEE AVENUE SE
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    Total .................................bullet 3a 4,349,288
    bApproved for future payment
    THE WESTMINSTER SCHOOLS
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 2,000,000
    EMORY UNIVERSITY BRAIN HEALTH CENTER
    1364 CLIFTON RD NE
    ATLANTA,GA30322     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000,000
    Total .................................bullet 3b 3,000,000
    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....     14 909,190  
    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 ............     		900099 7,144 18 2,751,213  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCESS NII TAX REFUND     		    01 24,927  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 7,144 3,685,330 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,692,474
    (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:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,500 1,250   1,250

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GENUINE PARTS CO 2,384,177 2,384,177
    OXFORD INDUSTRIES INC 33,336,799 33,336,799
    COUSINS PROPERTIES INC (REIT) 228,158 228,158
    CRAWFORD & CO 45,052 45,052
    SUNTRUST BANKS INC 1,941,688 1,941,688
    DODGE & COX INTERNATIONAL STOCK FUND 1,853,025 1,853,025
    FIDELITY 500 INDEX FUND 7,665,602 7,665,602
    FIRST EAGLE U.S. VALUE FUND 3,064,471 3,064,471
    MFS INTERNATIONAL GROWTH FUND 2,072,272 2,072,272
    VULCAN VALUE PARTNERS SMALL CAP FUND 1,418,009 1,418,009
    COUSINS PROPERTIES INC (REIT) 15,336 15,336
    PREFERRED APPARTMENTS INC 97,014 97,014

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GQG EMERGING MARKETS EQUITY FMV 1,581,965 1,581,965
    COLUMBIA CAPTTAIL EQUITY PARTNERS VI FMV 630,176 630,176
    COMMONFUND CAPITAL INTERNATIONAL PRIVATE EQUITY PARTNERS IV FMV 124,201 124,201
    COMMONFUND CAPITAL INTERNATIONAL PRIVATE EQUITY PARTNERS V FMV 186,790 186,790
    COMMONFUND CAPITAL INTERNATIONAL PRIVATE EQUITY PARTNERS VI FMV 249,209 249,209
    DTC PRIVATE EQUITY FMV 45,320 45,320
    INSTITUTIONAL VENTURE PARTNERS XVI FMV 248,851 248,851
    OAK HILL CAPITAL PARTNERS IV FMV 583,477 583,477
    TAILWIND CAPITAL PARTNERS II FMV 857,921 857,921
    TIFF PRIVATE EQUITY PARTNERS 2005 FMV 997,606 997,606
    UBS CARLYLE FUND FMV 32,601 32,601
    WARBURG PINCUS CHINA FMV 831,153 831,153
    FIR TREE INTERNATIONAL VALUE FUND (USTE) II FMV 1,567,061 1,567,061
    MOUNTAIN CAPITAL FMV 728,935 728,935
    PALOMA INTERNATIONAL LIMITED FMV 2,203,710 2,203,710
    SILVER CREEK LOW VOL CONTINUATION CAYMAN FMV 54,016 54,016

    TY 2018 OtherAssetsSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT REDEMPTIONS IN TRANSIT - SAPERE COF 0 12,202,222 12,202,222
    INVESTMENT REDEMPTIONS IN TRANSIT - SAPERE CTA 0 4,816,689 4,816,689


    TY 2018 OtherDecreasesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Amount
    UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) 8,892,069
    UNREALIZED G/(L) ADJUSTMENT FOR ADDITIONAL K-1 PASS-THRU INCOME RECOGNIZED 1,572,239


    TY 2018 OtherExpensesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TECHNOLOGY 17,845 0   17,845
    MISCELLANEOUS 185 0   185


    TY 2018 OtherIncomeSchedule2
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCESS NII TAX REFUND 24,927   24,927


    TY 2018 OtherIncreasesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Amount
    ADJUSTMENT TO PY BOOK FOR CHANGE TO FMV REPORTING 39,128,333
    TAX BASIS ADJUSTMENT TO ALTERNATIVE INVESTMENT UNIT SALES 1,605,210
    OTHER BOOK/TAX ADJUSTMENT 7,187
    ROUNDING 1


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT 377,755 367,511   10,244
    ADVISORY 50,760 5,076   45,684


    TY 2018 TaxesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,208 1,021   9,187
    NET INVESTMENT INCOME EXCISE TAXES 160,647 0   0