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 ROCKDALE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)916 JOSEPH E LOWERY BLVD NW RM 4
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30318
A Employer identification number

58-2668065
B Telephone number (see instructions)

(404) 249-0426
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$4,470,527J 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) 266,073
2 Check bullet.............
3 Interest on savings and temporary cash investments 553 553 553
4 Dividends and interest from securities... 102,165 102,165 102,165
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 719,446
b Gross sales price for all assets on line 6a 1,146,702
7 Capital gain net income (from Part IV, line 2)... 719,446
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,088,237 822,164 102,718
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,156 8,016   72,140
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,780 378   3,402
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,000     3,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,588      
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,174    
20 Occupancy.............. 25,826 2,583   23,243
21 Travel, conferences, and meetings....... 18,230     18,230
22 Printing and publications.......... 116 12   104
23 Other expenses (attach schedule)....... Click to see attachment 31,093 20,751   10,342
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 181,963 31,740   130,461
25 Contributions, gifts, grants paid....... 717,155 717,155
26 Total expenses and disbursements. Add lines 24 and 25 899,118 31,740   847,616
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,119
b Net investment income (if negative, enter -0-) 790,424
c Adjusted net income (if negative, enter -0-)... 102,718
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............. 69,746 11,425 11,425
2 Savings and temporary cash investments......... 290,327 388,259 388,259
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)....... 3,866,214 Click to see attachment2,975,551 2,975,551
c Investments—corporate bonds (attach schedule)....... 914,633 Click to see attachment1,095,292 1,095,292
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet14,497
Less: accumulated depreciation (attach schedule) bullet14,497 1,173    
15 Other assets (describe bullet) Click to see attachment5,538    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,147,631 4,470,527 4,470,527
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 170,483  
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) Click to see attachment26,143 Click to see attachment69
23 Total liabilities (add lines 17 through 22)......... 196,626 69
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 4,951,005 4,470,458
30 Total net assets or fund balances (see instructions)..... 4,951,005 4,470,458
31 Total liabilities and net assets/fund balances (see instructions). 5,147,631 4,470,527
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
4,951,005
2
Enter amount from Part I, line 27a .....................
2
189,119
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,140,124
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
669,666
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,470,458
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 BNY MELLON SEE ATTACHED P    
b BNY MELLON SEE ATTACHED P    
c
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 179,532   123,811 55,721
b 957,727   303,445 654,282
c
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       55,721
b       654,282
c
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 2 719,446
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 638,342 5,164,584 0.123600
2016 828,804 5,118,027 0.161938
2015 415,907 5,308,805 0.078343
2014 516,518 5,136,958 0.100549
2013 521,263 5,183,253 0.100567
2
Total of line 1, column (d) .....................
2
0.564997
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
0.112999
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,612,050
5
Multiply line 4 by line 3......................
5
521,157
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,904
7
Add lines 5 and 6........................
7
529,061
8
Enter qualifying distributions from Part XII, line 4,.............
8
847,616
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 7,904
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 7,904
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 7,904
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,666
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,166
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 5,262
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,262 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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://ROCKDALEFOUNDATION.ORG/
    14
    The books are in care ofbulletKATHLEEN M BARKSDALE Telephone no.bullet (404) 249-0426

    Located atbullet916 JOSEPH E LOWERY BLVD NWSUITE 4ATLANTAGA 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
    Yes
     
    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
    Yes
     
    .........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
    KATHLEEN M BARKSDALE DIRECTOR/PRE
    1.00     		0 0 0
    916 JOSEPH E LOWREY BLVD
    STE 4
    ATLANTA,GA30318
    WINSOME HAWKINGS DIRECTOR
    1.00     		0 0 0
    916 JOSEPH E LOWREY BLVD
    STE 4
    ATLANTA,GA30318
    JOANNA ADAMS DIRECTOR
    1.00     		0 0 0
    916 JOSEPH E LOWREY BLVD
    STE 4
    ATLANTA,GA30318
    DAVID WEITNAUER DIRECTOR
    1.00     		0 0 0
    916 JOSEPH E LOWREY BLVD
    STE 4
    ATLANTA,GA30318
    J MARIE CONSULTING EXECUTIVE DI
    24.00     		80,156 0 0
    916 JOSEPH E LOWREY BLVD
    STE 4
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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 N/A  
    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
    4,464,436
    b
    Average of monthly cash balances.......................
    1b
    217,848
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,682,284
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,682,284
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,234
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,612,050
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    230,603
    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
    230,603
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,904
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,904
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    222,699
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    222,699
    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
    222,699
    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
    847,616
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    847,616
    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
    7,904
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    839,712
    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 7 222,699
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 263,522
    b From 2014...... 260,835
    c From 2015...... 152,081
    d From 2016...... 581,357
    e From 2017...... 387,969
    fTotal of lines 3a through e........ 1,645,764
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 847,616
    a Applied to 2017, but not more than line 2a  
    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..... 222,699
    e Remaining amount distributed out of corpus 624,917
    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 2,270,681
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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 ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) ...     		263,522
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,007,159
    10 Analysis of line 9:
    a Excess from 2014.... 260,835
    b Excess from 2015.... 152,081
    c Excess from 2016.... 581,357
    d Excess from 2017.... 387,969
    e Excess from 2018.... 624,917
    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 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
    ATLANTA WOMEN'S FOUNDATION
    50 HURT PLAZA
    SUITE 401
    ATLANTA,GA30303     		  509A(1) EDUCATION AND LEADERSHIP PROGRAMS 2,000
    AUBURN THEOLOGICAL SEMINARY
    1201 N HARVEY AVE
    OAK PARK,IL60302     		  509A(1) SUPPORT OF THEOLOGICAL EDUCATION 500
    BOYS AND GIRLS CLUBS METRO ATL
    100 EDGEWOOD AVE NE
    SUITE 700
    ATLANTA,GA30303     		  509A(1) OPERATING SUPPORT FOR YOUTH DEVELOP 25,000
    CARE USA
    P O BOX 7039
    MERRIFIELD,VA22116     		  509A(1) SERVE INDIVIDUAL POOREST COUNTRIES 1,000
    DAY 1 ALLIANCE FOR CHRISTIAN MEDIA
    2715 PEACHTREE STREET RD
    ATLANTA,GA30305     		  501C (3) PROCLAIM GOSPEL JESUS CHRIST 250
    EDUCAID
    23 SHERIFF DRIVE
    FREETOWN    
    SL     		  NGO SUPPORT EDUCATION IN SIERRA LEONE 47,015
    FIRELIGHT FOUNDATION
    740 FRONT STREET
    SANTA CRUZ,CA95060     		  501C(3) SUPPORT CBOS IN SOUTH AFRICA 2,500
    GRADY HEALTH FOUNDATION
    50 HURT PLAZA
    ATLANTA,GA30303     		  501C(3) SUPPORT GRADY HEALTH SYSTEM 500
    MOUNTAIN WISDOM INC
    131 WIND WING WAY
    ELLIJAY,GA30536     		  501C(3) HELP YOUNG PEOPLE FIND PURPOSE 250
    NATIONAL CENTER CIVIL HUMAN RIGHTS
    55 IVAN ALLEN JR BLVD
    SUITE 510
    ATLANTA,GA30308     		  509A(1) EMPOWER PEOPLE PROTECT HUMAN RIGHTS 5,000
    NATIONAL YOUTH AWARENESS FORUM
    346E BAI BUREH ROAD
    CALABA TOWN
    FREETOWN,WEST AFRICA  
    SL     		  NGO WATER/HYGIENE PROJECT SIERRA LEONE 189,000
    RESTLESS DEVELOPMENT
    636 6TH AVENUE
    SUITE 410
    NEW YORK,NY10011     		  501C(3) YOUNG PEOPLE TAKING LEADERSHIP 5,000
    THE ROCKDALE COUNTY PUBLIC SCHOOL
    P O BOX 82724
    CONYERS,GA30013     		  501C(3) SUPPORT PUBLIC EDUCATION 3,000
    UNICEF
    1447 PEACHTREE ST
    SUITE 310
    ATLANTA,GA30309     		  501C(3) ADVOCATE FOR CHILDREN'S RIGHTS 53,500
    WOODRUFF ARTS CENTER
    1280 PEACHTREE ST
    ATLANTA,GA30309     		  509A(1) SUPPORT ARTS AND EDUCATION 10,000
    YWCA
    957 NORTH HIGHLAND NE
    ATLANTA,GA30306     		  501C(3) SALUTE TO WOMEN ACHIEVEMENT 1,000
    SOUTHEASTERN COUNCIL OF FOUNDATION
    100 PEACHTREE ST NW
    SUITE 2080
    ATLANTA,GA30303     		  501C(3) 2018 DUES 1,840
    RESTORATION STOREHOUSE
    1400 PARKER ROAD
    CONYERS,GA30094     		  501C(3) SUPPORT ORGANIZATIONS PURPOSE 100,000
    ATLANTA FAMILIES AWARD
    1266 W PACES FERRY RD
    SUITE 151
    ATLANTA,GA30327     		  501C(3) EXCELLANCE IN EDUCATION 5,000
    MEDSHARE INTERNATIONAL
    3240 CLIFTON SPRINGS RD
    DECATUR,GA30034     		  501C(3) IMPROVE HEATHCARE 22,500
    ACUMEN FUND
    40 WORTH STREET
    SUITE 303
    NEW YORK,NY10013     		  501C(3) TACKLING POVERTY 25,000
    WORLD FEDERATION OF UNITED NATIONS
    1 UNITED NATIONS PLAZA
    ROOM 0240
    NEW YORK,NY10017     		  501C(3) SUPPORT UNTIED NATIONS ASSN 10,000
    FREETONG PLAYERS
    10 PUMP LINE OFF
    WILKENSON RD
    FREETOWN    
    SL     		  NGO SUPPORT ARTS IN SIERRA LEONE 4,300
    PIKIN TO PIKIN MOVEMENT
    13 MACDONALD ST
    FREETOWN,WESTERN AREA  
    SL     		  NGO EDUCAITON AND HEALTH OF CHILDREN 63,000
    FORUT
    ROALD AMUNDSENS VEG 1B
    GJOVIK    
    NO     		  NGO SOCIAL MOBILIZATION OF THE POOR 48,500
    THE CHRISTIAN CENTURY
    104 S MICHIGAN AVE
    SUITE 100
    CHICAGO,IL60603     		  501C(3) SUPPORT CHRISTIAN PUBLICATIONS 250
    AGNES SCOTT COLLEGE
    141 E COLLEGE AVE
    DECATUR,GA30030     		  509A(1) SUPPORT EDUCATION 500
    ONE HUNDRED MILES
    1312 NEW CASTLE ST
    BRUNSWICK,GA31520     		  501C(3) SUPPORT ENVIROMMENT ON GA COAST 2,000
    L'ARCHE ATLANTA
    305 MEAD RD
    DECATUR,GA30030     		  501C(3) SUPPORT INTELLECTUAL DISABILITES 3,000
    CASA MATERNA ANA SAYRE
    1024 PONCE DE LEON AVE NE
    ATLANTA,GA30306     		  501C(3) REDUCE POVERTY IN GUATEMALA 500
    DECATUR EDUCATION FOUNDATION
    500 S COLUMBIA DR
    DECATUR,GA30030     		  501C(3) SUPPORT EDUCATION PROGRAMS 1,000
    DAVIDSON COLLEGE
    BOX 7170
    DAVIDSON,NC280357170     		  501C(3) SUPORT EDUCATION PROGRAMS 1,000
    INTOWN COLLABORATIVE MINISTRIES
    1026 PONCE DE LEON AVE NE
    ATLANTA,GA30306     		  501C(3 SUPPORT CHARITY 500
    PARADISE ATLANTA WESTSIDE
    PO BOX 20468
    ATLANTA,GA30325     		  501C(3) SUPPORT YOUTH CENTERS AND CLUBS 1,000
    SKYLAND TRAIL
    1961 NORTH DRUID HILLS RD
    ATLANTA,GA30329     		  501C(3) SUPPORT CHARITY'S PROGRAMS 1,500
    NATIONAL CENTER FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE
    SUITE 220
    WASHINGTON,DC20036     		  501C(3) SUPPORT FAMILY PHILANTHROPY 500
    GENERATION CITIZEN INC
    110 WALL ST
    5TH FLOOR
    NEW YORK,NY10005     		  501C(3) EMPOWER YOUNG CITIZENS 11,500
    ROCKDALE YOUTH SOCCER ASSOCIATION
    1780 OLD SALEM RD
    CONYERS,GA30013     		  501C(30 SUPPORT YOUTH SOCCER 1,000
    ROTARY CLUB OF CONYER
    1035 GREEN ST
    CONYERS,GA30012     		  501C(3) ANNUAL GOLD TOURNAMENT 250
    EAST LAKE FOUNDATION
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317     		  501C(3) SUPPORTY EDUCATION 1,000
    WESTSIDE FUTURE FUND
    1300 JOSEPH E BOONE BLVD
    SUITE16
    ATLANTA,GA30314     		  501C(3) REVITALIZE WESTSIDE NEIGHBORHOODS 50,000
    SPECIAL OLYMPICS INC
    6046 FINANCIAL DRIVE
    NORCROSS,GA30071     		  501C(3) SUPPORT SPECIAL OLYMPICS 10,000
    PLANNED PARENTHOOD SOUTHEAST
    241 PEACHTREE STREET NW
    SUITE 400
    ATLANTA,GA30303     		  501C(3) SUPPORT FAMILY PLANNING 5,000
    ST PETER AND ST PAUL EPISCAL CHURCH
    1795 JOHNSON FERRY RD
    MARIETTA,GA30062     		  501C(3) SUPPORT CHARITY'S PROGRAMS 1,000
    Total .................................bullet 3a 717,155
    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 ...........     		    14 553  
    4 Dividends and interest from securities....     14 102,165  
    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 9,443 710,003
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   112,161 710,003
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    822,164
    (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)
    Yes
     
    (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
    1a(1) 47,015 EDUCAID EDUCATION CONSULTANTS
    1a(1) 189,000 NAT'L YOUTH AWARENESS EDUCATION IN SIERRA LEONE
    1a(1) 4,300 FREETONG PLAYER PERFORMING ARTS
    1a(1) 48,500 FORUT DRILLING FRESH WATER WELLS
    1a(1) 63,000 PIKIN TO PIKIN MOVEMEN TRAINING WORKSHOP IN SIERRA LEONE
    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
    THE ROCKDALE FOUNDATION INC
     
    Employer identification number

    58-2668065
    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
    THE ROCKDALE FOUNDATION INC
          		Employer identification number
    58-2668065
    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
    KATHLEEN M BARKSDALE  
    186 THE PRADO NE
     
    ATLANTA, GA30309

    		$ 266,073


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

    		$  


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

    		$  


    (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
    THE ROCKDALE FOUNDATION INC
          		Employer identification number

    58-2668065
    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
    1
    		 5598 SHARES OF SOUTHERN COMPANY $ 266,073 2018-12-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE ROCKDALE FOUNDATION INC
          		Employer identification number

    58-2668065
    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 AccountingFeesSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000     3,000

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

    TY 2018 DepreciationSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    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
    GRANT MANAGEMENT SOFTWARE 2005-07-15 2,468 2,468 S/L 3.0000        
    DESK 2013-01-02 1,113 1,113 200DB 7.0000        
    CHAIRS 2013-02-26 243 243 200DB 7.0000        
    BOARD ROMM TABLE 2013-02-26 1,079 1,045 200DB 7.0000 34      
    BOARD ROOM CHAIRS 2013-02-26 2,073 1,841 200DB 7.0000 232      
    RUG 2013-02-26 1,708 1,518 200DB 7.0000 190      
    OFFICE CHAIRS 2013-02-26 1,603 1,424 200DB 7.0000 179      
    OFFICE DECOR 2013-05-01 795 706 200DB 7.0000 89      
    LAMPS 2013-05-21 532 473 200DB 7.0000 59      
    FLOOR LAMP 2013-05-21 183 162 200DB 7.0000 21      
    LAMP AND RUG 2013-05-21 607 539 200DB 7.0000 68      
    APPLE COMPUTER 2015-07-28 2,093 1,791 200DB 5.0000 302      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MELLON SECURITIES 1,095,292 1,095,292

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MELLON SECURITIES 2,975,551 2,975,551

    TY 2018 LandEtcSchedule2
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTURES 14,497 14,497    
    SOFTWARE        


    TY 2018 OtherAssetsSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
      5,538    


    TY 2018 OtherDecreasesSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Description Amount
    UNREALIZED GAINS/LOSSES 669,666


    TY 2018 OtherExpensesSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK SERVICE FEES 618 62   556
    BOARD OF DIRECTORS 262 26   236
    EMPLOYE MEALS        
    INFORMATION TECHNOLOGY FEES        
    INVESTMENT EXPENSES 19,763 19,763    
    MEMBERSHIP DUES        
    NETWORK AND VISIBILITY        
    POSTAGE & DELIVERY        
    STAFF DEVELOPMENT        
    ORGANIZATIONAL REGISTRATION        
    OFFICE SUPPLIES 489 49   440
    INSURANCE 475 48   427
    WEBSITE 1,452 145   1,307
    KITCHEN SUPPLIES 277 28   249
    MISC OFFICE EXPENSE 2,055 206   1,849
    SUBSCRIPTIONS AND REFERENCE 2,160 70   2,090
    TELEPHONE AND INTERNET 3,542 354   3,188


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Description Beginning of Year - Book Value End of Year - Book Value
      26,143 69


    TY 2018 TaxesSchedule
    Name:
    THE ROCKDALE FOUNDATION INC
    EIN:
    58-2668065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER TAXES 18,588