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
GEORGE R JOHNSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4558
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, TN373204558
A Employer identification number

62-6401641
B Telephone number (see instructions)

(423) 614-2393
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$25,332,382J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 757,805 750,682  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,256,076
b Gross sales price for all assets on line 6a 4,626,337
7 Capital gain net income (from Part IV, line 2)... 1,256,076
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,013,881 2,006,758  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 18,000   42,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 4,590 1,377   3,213
16a Legal fees (attach schedule)......... Click to see attachment 4,203     4,203
b Accounting fees (attach schedule)....... Click to see attachment 7,285     7,285
c Other professional fees (attach schedule).... Click to see attachment 130,721 130,721    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,742 8,428    
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 18,011 5,956   12,055
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 233,552 164,482   68,756
25 Contributions, gifts, grants paid....... 1,698,500 1,698,500
26 Total expenses and disbursements. Add lines 24 and 25 1,932,052 164,482   1,767,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,829
b Net investment income (if negative, enter -0-) 1,842,276
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,276 16,352 16,352
2 Savings and temporary cash investments......... 645,707 608,091 608,091
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)....... 16,083,173 Click to see attachment15,832,756 17,934,603
c Investments—corporate bonds (attach schedule)....... 6,659,512 Click to see attachment7,002,449 6,698,532
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 bullet104,263
Less: accumulated depreciation (attach schedule) bullet   104,263 Click to see attachment104,263 36,000
15 Other assets (describe bullet) Click to see attachment23,955 Click to see attachment38,804 Click to see attachment38,804
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,520,886 23,602,715 25,332,382
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 23,423,136 23,504,715
28 Paid-in or capital surplus, or land, bldg., and equipment fund 98,000 98,000
29 Retained earnings, accumulated income, endowment, or other funds -250  
30 Total net assets or fund balances (see instructions)..... 23,520,886 23,602,715
31 Total liabilities and net assets/fund balances (see instructions). 23,520,886 23,602,715
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
23,520,886
2
Enter amount from Part I, line 27a .....................
2
81,829
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
23,602,715
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
23,602,715
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 PUBLICLY-TRADED SECURITIES P    
b
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 4,365,029   3,370,261 994,768
b
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       994,768
b
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 1,256,076
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,881,331 27,865,956 0.067514
2016 1,596,458 26,295,704 0.060712
2015 1,784,994 26,860,346 0.066455
2014 1,573,969 27,443,846 0.057352
2013 2,018,037 24,967,081 0.080828
2
Total of line 1, column (d) .....................
2
0.332861
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
0.066572
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
26,916,331
5
Multiply line 4 by line 3......................
5
1,791,874
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
18,423
7
Add lines 5 and 6........................
7
1,810,297
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,767,256
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 36,846
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 36,846
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 36,846
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 30,294
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,294
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 159
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,711
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFIRST TENNESSEE BANK Telephone no.bullet (423) 757-4458

    Located atbullet701 MARKET STREETCHATTANOOGATN ZIP+4bullet37402
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JANICE J WILSON EXECUTIVE DI
    20.00     		60,000 0 0
    PO BOX 4558
    CLEVELAND,TN373204558
    BEVERLY P JOHNSON DIRECTOR
    1.00     		0 0 0
    PO BOX 4558
    CLEVELAND,TN373204558
    R MARK JOHNSON DIRECTOR
    1.00     		0 0 0
    PO BOX 4558
    CLEVELAND,TN373204558
    JULIA JOHNSON SCOGGINS DIRECTOR
    1.00     		0 0 0
    PO BOX 4558
    CLEVELAND,TN373204558
    DORIS JOHNSON DIRECTOR
    1.00     		0 0 0
    PO BOX 4558
    CLEVELAND,TN373204558
    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
    26,653,011
    b
    Average of monthly cash balances.......................
    1b
    637,213
    c
    Fair market value of all other assets (see instructions)................
    1c
    36,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,326,224
    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
    27,326,224
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    409,893
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,916,331
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,345,817
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,345,817
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    36,846
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    36,846
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,308,971
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,308,971
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,308,971
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,767,256
    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
    1,767,256
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,767,256
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,308,971
    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...... 795,509
    b From 2014...... 255,042
    c From 2015...... 474,603
    d From 2016...... 329,335
    e From 2017...... 523,979
    fTotal of lines 3a through e........ 2,378,468
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,767,256
    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..... 1,308,971
    e Remaining amount distributed out of corpus 458,285
    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 2,836,753
    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) ...     		795,509
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,041,244
    10 Analysis of line 9:
    a Excess from 2014.... 255,042
    b Excess from 2015.... 474,603
    c Excess from 2016.... 329,335
    d Excess from 2017.... 523,979
    e Excess from 2018.... 458,285
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JANICE J WILSON
    PO BOX 4558
    CLEVELAND,TN373204558
    (423) 614-2393
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE TO BE SUBMITTED IN THE FORM OF A LETTER OF NOT MORE THAN TWO PAGES DESCRIBING THE PROJECT FOR WHICH THE GRANT IS SOUGHT. IF THE PROJECT MEETS FOUNDATION GUIDELINES, ADDITIONAL INFORMATION MAY BE REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS WILL BE AWARDED TO CHARITABLE ORGANIZATIONS PRIMARILY IN THE FOLLOWING LOCATIONS: TENNESSEE - BRADLEY, HAMILTON, LOUDON, MARION, MCMINN, MEIGS, MONROE, POLK, RHEA & SEQUATCHIE COUNTIES. GEORGIA - CATOOSA, DADE, MURRAY, WALKER & WHITFIELD COUNTIES.
    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
    100 BLACK MEN OF BRADLEY COUNTY
    PO BOX 5677
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 5,000
    AIM CENTER
    472 WEST MLK BOULEVARD
    CHATTANOOGA,TN37402     		NONE PUBLIC PROGRAM SUPPORT 22,000
    AMERICAN RED CROSS
    4115 SOUTH ACCESS ROAD
    CHATTANOOGA,TN37406     		NONE PUBLIC PROGRAM SUPPORT 20,000
    ARTSBUILD
    301 11TH STREET
    CHATTANOOGA,TN37403     		NONE PUBLIC ART EDUCATION 10,000
    AUSTIN HATCHER FOUNDATION
    6739 RINGGOLD ROAD
    CHATTANOOGA,TN37412     		NONE PUBLIC EDUCATION PROGRAM 20,000
    BALLET TENNESSEE
    3202 KELLYS FERRY BEND RD
    CHATTANOOGA,TN37419     		NONE PUBLIC SUMMER PROGRAM 10,000
    BETHEL BIBLE VILLAGE
    3001 HAMILL ROAD
    HIXSON,TN37343     		NONE PUBLIC PROGRAM SUPPORT 30,000
    BIKE WALK CLEVELAND
    903 WINDGATE STREET
    KNOXVILLE,TN37919     		NONE PUBLIC PROGRAM SUPPORT 2,500
    BOYS & GIRLS CLUBS OF MONROE AREA
    185 OAK GROVE ROAD
    MADISONVILLE,TN37354     		NONE PUBLIC PROGRAM SUPPORT 40,000
    BOYS & GIRLS CLUBS OF OCOEE REGION
    385 3RD STREET SW
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 100,000
    BOYS & GIRLS CLUBS OF TN VALLEY
    1100 MARION STREET
    KNOXVILLE,TN37921     		NONE PUBLIC PROGRAM SUPPORT 30,000
    BRADLEY JUVENILE COURT
    1620 JOHNSON BOULEVARD
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 5,000
    CAMP LOOKOUT
    3130 HIGHWAY 157
    RISING FAWN,GA30738     		NONE PUBLIC CAPITAL CAMPAIGN 50,000
    CASA CORRIDOR OF EAST TENNESSEE
    107 1/2 PARK STREET
    ATHENS,TN37303     		NONE PUBLIC PROGRAM SUPPORT 15,000
    CASA OF BRADLEY COUNTY
    170 NORTH OCOEE STREET
    CLEVELAND,TN37311     		NONE PUBLIC ADVOCATE TRAINING PROGRAM 10,000
    CASA OF MONROE COUNTY
    PO BOX 929
    MADISONVILLE,TN37354     		NONE PUBLIC ADVOCATE TRAINING PROGRAM 5,000
    CATOOSA COUNTY CHILDREN'S FUND
    PO BOX 130
    RINGGOLD,GA30736     		NONE PUBLIC UNDERSERVED CHILDREN PROGRAM 5,000
    CHATTANOOGA COMMUNITY KITCHEN
    PO BOX 11203
    CHATTANOOGA,TN37401     		NONE PUBLIC PROGRAM SUPPORT 10,000
    CHATTANOOGA SPORTS MINISTRIES
    1271 MARKET STREET STE C
    CHATTANOOGA,TN37402     		NONE PUBLIC PROGRAM SUPPORT 5,000
    CHILD ADVOCACY CENTER
    PO BOX 928
    LENOIR CITY,TN37771     		NONE PUBLIC PROGRAM SUPPORT 25,000
    CHILDREN'S ADVOCACY CENTER
    5705 UPTAIN ROAD SUITE C
    CHATTANOOGA,TN37411     		NONE PUBLIC PROGRAM SUPPORT 30,000
    CITY OF CALHOUN
    PO BOX 115
    CALHOUN,TN37309     		NONE PUBLIC MEADOWLAND PARK SUPPORT 15,000
    CLEVELAND AMATEUR RADIO CLUB
    560 JOHNSON BLVD SE
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 10,000
    CLEVELANDBRADLEY KAB SYSTEM
    474 2ND STREET SE
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 3,000
    CLEVELAND ORCHESTRA OF TENNESSEE
    P O BOX 4671
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 10,000
    CLEVELAND STATE COMM COLL FDTN
    PO BOX 3570
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 250,000
    COMMUNITY FDTN OF CLEVBRADLEY
    PO BOX 4474
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 10,000
    CREATIVE DISCOVERY MUSEUM
    321 CHESTNUT STREET
    CHATTANOOGA,TN37402     		NONE PUBLIC CHILDREN EDUCATIONAL PROGRAM 15,000
    FAMILY CORNERSTONES INC
    PO BOX 5404
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 25,000
    FAMILY PROMISE OF BRADLEY COUNTY
    PO BOX 5703
    CLEVELAND,TN37320     		NONE PUBLIC PROGRAM SUPPORT 15,000
    FCA
    PO BOX 4381
    CLEVELAND,TN37320     		NONE PUBLIC OUTDOOR LEADERSHIP CAMP 10,000
    FRIENDS OF THE 6TH CAVALRY MUSEUM
    PO BOX 2011
    FORT OGLETHORPE,GA30742     		NONE PUBLIC PROGRAM SUPPORT 4,000
    GIRL SCOUTS OF SOUTHERN APPALACHIAN
    6101 ENTERPRISE PARK DR
    CHATTANOOGA,TN37416     		NONE PUBLIC PROGRAM SUPPORT 10,000
    GRACE AND MERCY MINISTRIES
    714 WALTER STREET
    ATHENS,TN37303     		NONE PUBLIC PROGRAM SUPPORT 2,000
    HABITAT FOR HUMANITY OF CATOOSA
    4914 BATTLEFIELD PKWY
    RINGGOLD,GA30736     		NONE PUBLIC PROGRAM SUPPORT 30,000
    HABITAT FOR HUMANITY OF CLEVELAND
    300 GROVE AVENUE SW
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 30,000
    HABITAT FOR HUMANITY OF GR CHATT
    1201 EAST MAIN STREET
    CHATTANOOGA,TN37408     		NONE PUBLIC PROGRAM SUPPORT 30,000
    HABITAT FOR HUMANITY OF MCMINN
    PO BOX 1556
    ATHENS,TN37371     		NONE PUBLIC PROGRAM SUPPORT 30,000
    HABITAT FOR HUMANITY OF MONROE
    PO BOX 492
    MADISONVILLE,TN37354     		NONE PUBLIC PROGRAM SUPPORT 30,000
    HOUSE OF REFUGE
    PO BOX 2009
    CHATTANOOGA,TN37409     		NONE PUBLIC PROGRAM SUPPORT 10,000
    JOY SCHOOL CO 1ST PRESBYTERIAN
    433 NORTH OCOEE STREET
    CLEVELAND,TN37311     		NONE PUBLIC SUMMER SCHOOL PROGRAM 5,000
    KEITH MEMORIAL UNITED METHODIST
    600 WEST MADISON AVE
    ATHENS,TN37371     		NONE PUBLIC NOURISH ONE CHILD PROGRAM 2,000
    LAPAZ CHATTANOOGA
    1402 BAILEY AVENUE
    CHATTANOOGA,TN37404     		NONE PUBLIC PROGRAM SUPPORT 10,000
    LAUNCH CHATTANOOGA
    PO BOX 903
    CHATTANOOGA,TN37401     		NONE PUBLIC PROGRAM SUPPORT 10,000
    LOOKOUT MOUNTAIN CONSERVANCY
    PO BOX 76
    LOOKOUT MOUNTAIN,TN37350     		NONE PUBLIC HOWARD HS INTERNSHIP PROGRAM 20,000
    LOUDON COUNTY EDUCATION FDTN
    318 ANGEL ROW
    LOUDON,TN37774     		NONE PUBLIC PROGRAM SUPPORT 10,000
    LOVE'S ARM
    PO BOX 21488
    CHATTANOOGA,TN37424     		NONE PUBLIC PROGRAM SUPPORT 18,000
    MCMINN COUNTY EDUCATION FOUNDATION
    114 ASHLEY COURT DRIVE
    ATHENS,TN37303     		NONE PUBLIC IMAGINATION LIBRARY PROGRAM 12,500
    METANOIA PRISON MINISTRIES INC
    PO BOX 11092
    CHATTANOOGA,TN37401     		NONE PUBLIC PROGRAM SUPPORT 10,000
    NORTHSIDE NEIGHBORHOOD HOUSE
    PO BOX 4086
    CHATTANOOGA,TN37405     		NONE PUBLIC CHILDREN EDUCATIONAL PROGRAM 10,000
    OCOEE THEATER GUILD
    PO BOX 222
    CLEVELAND,TN37364     		NONE PUBLIC PROGRAM SUPPORT 2,000
    ON POINT
    4509 HIXSON PIKE
    HIXSON,TN37343     		NONE PUBLIC GRADUATION COACHING PROGRAM 25,000
    PARTNERSHIP FOR FAMILIES CHILDREN
    1800 MCCALLIE AVENUE
    CHATTANOOGA,TN37404     		NONE PUBLIC PROGRAM SUPPORT 10,000
    PEOPLE HELPING PEOPLE
    184 MULL ROAD
    BENTON,TN37307     		NONE PUBLIC PROGRAM SUPPORT 10,000
    POLK COUNTY FRIENDS OF THE LIBRARY
    PO BOX 1171
    BENTON,TN37307     		NONE PUBLIC IMAGINATION LIBRARY PROGRAM 5,500
    POP-UP PROJECT
    1602 ARAPAHO DRIVE
    SODDY DAISY,TN37379     		NONE PUBLIC PROGRAM SUPPORT 5,000
    QUILTS OF VALOR
    PO BOX 191
    WINTERSET,IA50273     		NONE PUBLIC PROGRAM SUPPORT 6,500
    RHEA COUNTY IMAGINATION LIBRARY
    PO BOX 669
    DAYTON,TN37321     		NONE PUBLIC PROGRAM SUPPORT 2,500
    SCENIC CITY CLAY ARTS
    301 EAST 11TH STREET 100
    CHATTANOOGA,TN37403     		NONE PUBLIC PROGRAM SUPPORT 5,000
    SECOND HARVEST FOOD BANK
    136 HARVEST LANE
    MARYVILLE,TN37801     		NONE PUBLIC SAK PAK PROGRAM 10,000
    SISKIN CHILDREN'S INSTITUTE
    1101 CARTER STREET
    CHATTANOOGA,TN37402     		NONE PUBLIC PROGRAM SUPPORT 50,000
    TENNESSEE WESLEYAN UNIVERSITY
    204 EAST COLLEGE STREET
    ATHENS,TN37303     		NONE PUBLIC CAPITAL CAMPAIGN 100,000
    THE CARING PLACE
    PO BOX 5334
    CLEVELAND,TN37320     		NONE PUBLIC FOOD PROGRAM 30,000
    THE REFUGE
    1075 BLYTHE AVENUE SE
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 10,000
    TROUSDALE SCHOOL
    3171 HEWITT STREET SE
    CLEVELAND,TN37323     		NONE PUBLIC PROGRAM SUPPORT 10,000
    UNITED WAY OF THE OCOEE REGION
    85 SOUTH OCOEE STREET
    CLEVELAND,TN37311     		NONE PUBLIC PROGRAM SUPPORT 20,000
    UNITED WAY OF GREATER CHATTANOOGA
    630 MARKET STREET
    CHATTANOOGA,TN37402     		NONE PUBLIC PROGRAM SUPPORT 20,000
    UNITED WAY OF LOUDON COUNTY
    PO BOX 145
    LENOIR CITY,TN37771     		NONE PUBLIC PROGRAM SUPPORT 15,000
    UNITED WAY OF MCMINNMEIGS CO
    313 MAPLE STREET
    ATHENS,TN37371     		NONE PUBLIC PROGRAM SUPPORT 15,000
    UNITED WAY OF MONROE COUNTY
    695 NEW HIGHWAY 68
    SWEETWATER,TN37874     		NONE PUBLIC PROGRAM SUPPORT 15,000
    UNITED WAY OF NORTHWEST GEORGIA
    PO BOX 566
    DALTON,GA30722     		NONE PUBLIC PROGRAM SUPPORT 15,000
    UNITED WAY OF RHEA COUNTY
    231 DELAWARE AVENUE
    DAYTON,TN37321     		NONE PUBLIC PROGRAM SUPPORT 15,000
    UNIVERSITY OF TENNESSEE FOUNDATION
    1609 MELROSE AVENUE
    KNOXVILLE,TN37996     		NONE PUBLIC SCHOLARSHIP PROGRAM 25,000
    VOLUNTEERS IN MEDICINE
    PO BOX 81057
    CHATTANOOGA,TN37414     		NONE PUBLIC CLINIC SUPPORT 15,000
    WELCOME HOME CHATTANOOOGA
    400 S GERMANTOWN ROAD
    CHATTANOOGA,TN37411     		NONE PUBLIC BUILDING PURCHASE 25,000
    YMCA
    301 WEST SIXTH STREET
    CHATTANOOGA,TN37402     		NONE PUBLIC YCAP PROGRAM 35,000
    YMCA CAMP OCOEE
    111 YMCA DRIVE
    OCOEE,TN37361     		NONE PUBLIC PROGRAM SUPPORT 100,000
    YOUNG LIFE OF MONROE COUNTY
    PO BOX 1088
    MADISONVILLE,TN37354     		NONE PUBLIC PROGRAM SUPPORT 6,000
    Total .................................bullet 3a 1,698,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 757,805  
    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 ............     		    14 1,256,076  
    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)..   2,013,881  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,013,881
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 7,285     7,285

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED - STATEMENT B 7,002,449 6,698,532

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED - STATEMENT A 15,832,756 17,934,603

    TY 2018 LandEtcSchedule2
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    VACANT LAND - 4.34 ACRES 104,263   104,263 36,000


    TY 2018 LegalFeesSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,203     4,203


    TY 2018 OtherAssetsSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ASSETS IN TRANSIT 23,955 38,804 38,804


    TY 2018 OtherExpensesSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    LIABILITY INSURANCE 4,532 3,172   1,360
    OFFICE EXPENSE 9,279 2,784   6,495
    PROFESSIONAL DUES & CONSULTIN 4,200     4,200


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT/MANAGEMENT FEES 130,721 130,721    


    TY 2018 TaxesSchedule
    Name:
    GEORGE R JOHNSON FAMILY FOUNDATION
    EIN:
    62-6401641
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 294      
    LICENSES 20      
    FOREIGN TAXES - QUALIFIED 7,977 7,977    
    FOREIGN TAXES - NONQUALIFIED 451 451