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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 04-01-2017 , and ending 03-31-2018
Name of foundation
PARKER POE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1116
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THOMASVILLE, GA31799
A Employer identification number

59-6968647
B Telephone number (see instructions)

(229) 226-0075
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$13,314,428J 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 10,759 10,759  
4 Dividends and interest from securities... 264,711 264,711  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,182
b Gross sales price for all assets on line 6a 1,133,297
7 Capital gain net income (from Part IV, line 2)... 172,182
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 92 92  
12 Total. Add lines 1 through 11........ 447,744 447,744  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,600 3,910   690
c Other professional fees (attach schedule).... Click to see attachment 225,600 225,600   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,653 3,956   698
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 234,853 233,466   1,388
25 Contributions, gifts, grants paid....... 449,000 449,000
26 Total expenses and disbursements. Add lines 24 and 25 683,853 233,466   450,388
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -236,109
b Net investment income (if negative, enter -0-) 214,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 36,786 73,091 73,091
2 Savings and temporary cash investments......... 1,452,880 753,861 753,861
3 Accounts receivable bullet1,855
Less: allowance for doubtful accounts bullet   1,855 1,855 1,855
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)....... 11,129,318 Click to see attachment12,485,621 12,485,621
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,978 Click to see attachment6,234 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,630,817 13,320,662 13,314,428
Liabilities 17 Accounts payable and accrued expenses.......... 54,223 59,807
18 Grants payable................. 532,081 825,726
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)......... 586,304 885,533
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,044,513 12,435,129
30 Total liabilities and net assets/fund balances (see instructions). 12,630,817 13,320,662
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,044,513
2
Enter amount from Part I, line 27a .....................
2
-236,109
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
929,699
4
Add lines 1, 2, and 3 ..........................
4
12,738,103
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
302,974
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,435,129
Form 990-PF (2019)
Form 990-PF (2019)
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 3M CO      
b AFLAC      
c ALPHABET INC CL A      
d AMERICAN EXPRESS CO      
e APPLE INC      
BERKSHIRE HATHAWAY INC B      
COMCAST CORP NEW CL A      
CVS HEALTH CORP      
FISERV INC      
FORTINET INC      
GENERAL ELECTRIC COMPANY      
HONEYWELL INTERNATIONAL      
ISHARES MSCI EAFE ETF      
JP MORGAN CHASE & CO      
LYONDELLBASELL IND A      
ORACLE CORP      
PANERA BREAD COMPANY      
PHILLIPS 66      
PRAXAIR INC      
RED HAT INC      
SYMANTEC CORP      
TARGET CORP      
TARGET INC      
VF CORPORATION      
VISA INC CLASS A      
WELLS FARGO & CO      
ZOETIS INC      
(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 71,609   34,773 36,836
b 100,991   87,182 13,809
c 17,703   14,799 2,904
d 6,078   5,267 811
e 21,910   13,134 8,776
15,751   12,203 3,548
10,137   4,670 5,467
7,733   9,390 -1,657
18,675   12,246 6,429
9,615   8,510 1,105
70,350   86,031 -15,681
19,920   5,987 13,933
16,884   16,676 208
18,485   12,493 5,992
7,016   6,276 740
17,143   15,308 1,835
125,920   87,729 38,191
9,644   7,810 1,834
105,640   83,114 22,526
30,443   22,141 8,302
101,495   68,613 32,882
93,674   104,978 -11,304
60,357   71,767 -11,410
60,714   65,947 -5,233
10,280   7,532 2,748
97,289   90,294 6,995
7,841   6,245 1,596
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       36,836
b       13,809
c       2,904
d       811
e       8,776
      3,548
      5,467
      -1,657
      6,429
      1,105
      -15,681
      13,933
      208
      5,992
      740
      1,835
      38,191
      1,834
      22,526
      8,302
      32,882
      -11,304
      -11,410
      -5,233
      2,748
      6,995
      1,596
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 2 172,182
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))
2018 397,266 11,607,701 0.034224
2017 481,692 11,176,087 0.043100
2016 567,138 11,077,718 0.051196
2015 467,739 8,318,783 0.056227
2014 535,991 7,207,857 0.074362
2
Total of line 1, column (d) .....................
2
0.259109
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
0.051822
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
12,391,087
5
Multiply line 4 by line 3......................
5
642,131
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,143
7
Add lines 5 and 6........................
7
644,274
8
Enter qualifying distributions from Part XII, line 4,.............
8
450,388
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 (2019)
Form 990-PF (2019)
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 4,286
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 4,286
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 4,286
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 9,442
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 9,442
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 5,156
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet5,156 RefundedBullet 11 0
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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletM H ALLEN Telephone no.bullet (229) 225-1500

    Located atbullet135 S MADISON STTHOMASVILLEGA ZIP+4bullet31792
    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 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    M H ALLEN TRUSTEE
    10.00     		0 0 0
    PO BOX 1116
    THOMASVILLE,GA31799
    NANCY STAHL TRUSTEE
    2.00     		0 0 0
    PO BOX 1031
    MILLBROOK,NY12545
    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 (2019)
    Form 990-PF (2019)
    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
    ALLEN MOONEY & BARNES INVESTMENT ADVISORS INVESTMENT 225,600
    135 SOUTH MADISON STREET
    THOMASVILLE,GA31792
    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 THE FOUNDATION CREATED BY THE WILL OF PARKER POE PROVIDES GRANTS AND CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITIES FOR EDUCATION, ARTS, AND OTHER CHARITABLE PURSUITS 534,455
    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 (2019)
    Form 990-PF (2019)
    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
    12,407,178
    b
    Average of monthly cash balances.......................
    1b
    172,606
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,579,784
    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
    12,579,784
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    188,697
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,391,087
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    619,554
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    619,554
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    4,286
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,286
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    615,268
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    615,268
    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
    615,268
    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
    450,388
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    450,388
    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
    450,388
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 615,268
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 3,716
    c From 2016...... 20,972
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 24,688
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 450,388
    a Applied to 2018, but not more than line 2a 0
    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 2019 distributable amount..... 450,388
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 24,688 24,688
    (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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		140,192
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    DUTCHESS LAND CONSERVANCY INC
    PO BOX 138
    MILLBROOK,NY12545     		    GENERAL 10,000
    GOLDEN ISLES YOUTH ORCHESTRA
    PO BOX 603
    BRUNSWICK,GA31521     		    GENERAL 7,500
    HAYSTACK MOUNTAIN SCHOOL OF CRAFT
    89 HAYTACK SHCOOL DRIVE 89 FR 577A
    DEER ISLE,ME04627     		    EDUCATIONAL 7,000
    JACK HADLEYS BLACK HISTORY MEMORABILIA INC
    214 ALEXANDER ST
    THOMASVILLE,GA31792     		    GENERAL. 2,500
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		    GENERAL 13,500
    NATIONAL SPORTING LIBARY INC
    102 THE PLAINS ROAD
    MIDDLEBURG,VA20117     		    GENERAL 5,000
    RED HILLS HORSE TRIALS INC
    PO BOX 14869
    TALLAHASSEE,FL32317     		    GENERAL 60,000
    TALL TIMBERS RESEARCH
    13093 HENRY BEADEL DR
    TALLAHASSEE,FL32312     		    GENERAL 7,500
    THOMAS COUNTY YOUTH CAMP INC
    PO BOX 952
    THOMASVILLE,GA31799     		    GENERAL 5,000
    THOMASVILLE ANTIQUES SHOW FOUNDATION INC
    PO BOX 1633
    THOMASVILLE,GA31792     		    GENERAL 2,500
    THOMASVILLE CULTURAL CENTER
    600 E WASHINGTON ST
    THOMASVILLE,GA31792     		    GENERAL 165,000
    THOMASVILLE LANDMARKS INC
    312 N BROAD ST
    THOMASVILLE,GA31792     		    GENERAL 10,000
    THOMASVILLE MUSIC & DRAMA TROUPE
    PO BOX 284
    THOMASVILLE,GA31799     		    GENERAL. 5,000
    FRIENDS OF WETHERSFIELD INC
    515 SILAS DEANE HIGHWAY
    WETHERSFIELD,CT06109     		    GENERAL. 10,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL IS STE 201
    TOPSHAM,ME04086     		    GENERAL. 50,000
    THOMAS COUNTY HISTORICAL SOCIETY
    725 N DAWSON ST
    THOMASVILLE,GA31792     		    GENERAL. 5,000
    THOMASVILLE ENTERTAINMENT FOUNDATION
    600 E WASHINGTON ST
    THOMASVILLE,GA31792     		    GENERAL. 35,000
    ASHLEY HALL FOUNDATION
    172 RUTLEDGE AVE
    CHARLESTON,SC29403     		    GENERAL. 5,000
    BOYS AND GIRLS CLUBS OF THOMAS COUNTY
    219 FLETCHER ST
    THOMASVILLE,GA31792     		    GENERAL. 2,500
    BROOKWOOD SCHOOL
    301 CARDINAL RIDGE RD
    THOMASVILLE,GA31792     		    GENERAL. 15,000
    DUTCHESS DAY SCHOOL
    415 ROUTE 343
    MILLBROOK,NY12545     		    GENERAL. 5,000
    JEFFERSON COUNTY HUMANE SOCIETY INC
    2123 E WASHINGTON
    MONTICELLO,FL32344     		    GENERAL. 1,000
    MHFA FOUNDATION
    PO BOX 363
    MILLWOOD,VA22646     		    GENERAL. 20,000
    Total .................................bullet 3a 449,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 10,759  
    4 Dividends and interest from securities....     14 264,711  
    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.....     18 92  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 36,836 135,346
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 312,398 135,346
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    447,744
    (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.)
    10 SALE OF INVESTMENTS USED IN FUNDING PUBLIC CHARITABLE CONTRIBUTIONS
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,600 3,910   690

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 132,510 132,510
    ACCENTURE PLC IRELAND 122,800 122,800
    ADOBE SYSTEMS INC 186,909 186,909
    AETNA INC(NEW) 131,820 131,820
    ALLERGAN PLC 134,632 134,632
    ALLSTATE CORP 120,870 120,870
    ALPHABET INC 162,831 162,831
    ALTRIA GROUP INC 48,298 48,298
    AMERICAN EXPRESS COMPANY 187,959 187,959
    APPLE INC 194,625 194,625
    ARCHER-DANIELS-MIDLND CO 86,741 86,741
    AT & T INC 73,083 73,083
    BB&T CORP 180,839 180,839
    BECTON DICKINSON 121,352 121,352
    BERKSHIRE HATHAWAY INC 53,860 53,860
    CARDINAL HEALTH INC 43,876 43,876
    CATERPILLAR INC 110,535 110,535
    CELGENE CORP 71,368 71,368
    CHEVRON CORPORATION 55,309 55,309
    CITIGROUP INC NEW 94,500 94,500
    COMCAST CORP NEW 45,788 45,788
    CONOCOPHILLIPS 122,730 122,730
    COSTCO WHSL CORP 94,215 94,215
    CUMMINS INC 94,012 94,012
    CVS HEALTH 119,755 119,755
    DANAHER CORP 112,597 112,597
    DIAGEO PLC 102,919 102,919
    DISNEY WALT COMPANY 139,109 139,109
    DOLLAR GENERAL CORP 102,905 102,905
    ENTERPRISE PRODUCTS 89,842 89,842
    EOG RESOURCES INC 57,899 57,899
    EXXON MOBIL CORP 73,864 73,864
    FISERV INC 57,048 57,048
    FLOWERS FOODS INC 59,896 59,896
    FLUOR CORP (NEW) 61,512 61,512
    FORTINET INC 68,047 68,047
    GILEAD SCIENCES INC 145,126 145,126
    HESS CORPORATION 74,665 74,665
    HOLOGIC INC 54,732 54,732
    HONEYWELL INTERNATIONAL 171,244 171,244
    INGERSOLL-RAND PLC 115,439 115,439
    INTEL CORP 143,220 143,220
    INTERNATIONAL BUSINESS 88,222 88,222
    ISHARES MSCI EAFE INDEX 69,680 69,680
    JPMORGAN CHASE & CO 202,345 202,345
    LOWES COMPANIES INC 112,759 112,759
    LYONDELLBASELL 175,429 175,429
    METLIFE INC 82,602 82,602
    MICROSOFT CORP 142,838 142,838
    ORACLE CORPORATION 150,289 150,289
    PFIZER INCORPORATED 149,059 149,059
    PHILLIPS 66 56,593 56,593
    PRIME MERIDIAN HOLDING 396,000 396,000
    PROCTER & GAMBLE CO 80,469 80,469
    RED HAT INC 256,410 256,410
    SCHWAB CHARLES CORP NEW 62,664 62,664
    STANLEY BLACK & DECKER 115,666 115,666
    STARBUCKS CORP 85,388 85,388
    THOMASVILLE BANCSHARES 5,440,160 5,440,160
    UNION PACIFIC CORP 116,282 116,282
    VERIZON COMMUNICATIONS 74,832 74,832
    VISA INC 66,987 66,987
    XPO LOGISTICS INC 66,177 66,177
    ZOETIS INC 73,489 73,489

    TY 2017 OtherAssetsSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CD INTEREST ACCRUED 536 1,078  
    EXCISE TAX RECEIVABLE 9,442 5,156  


    TY 2017 OtherDecreasesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Description Amount
    ACCRUAL TO CASH ADJUSTMNENT 302,974


    TY 2017 OtherExpensesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 4,223 3,590   633
    SUPPLIES 430 366   65


    TY 2017 OtherIncomeSchedule2
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 92 92 92


    TY 2017 OtherIncreasesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 929,699


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    PARKER POE CHARITABLE TRUST
    EIN:
    59-6968647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 141,533 141,533   0
    ADMIN FEES 84,067 84,067   0