Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE PRIMERICA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1 PRIMERICA PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULUTH, GA30099
A Employer identification number

27-4689647
B Telephone number (see instructions)

(470) 564-6245
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$572,776J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,591,818
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,538 10,538  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,602,356 10,538  
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)......... Click to see attachment 8,679 0   8,679
b Accounting fees (attach schedule)....... Click to see attachment 10,990 5,495   5,495
c Other professional fees (attach schedule)....        
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.......... 2,095 524   1,571
23 Other expenses (attach schedule)....... Click to see attachment 32,543 4,857   27,686
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,307 10,876   43,431
25 Contributions, gifts, grants paid....... 1,675,000 1,775,000
26 Total expenses and disbursements. Add lines 24 and 25 1,729,307 10,876   1,818,431
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -126,951
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 724,727 572,776 572,776
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).......      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 724,727 572,776 572,776
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 75,000 50,000
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)......... 75,000 50,000
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.................. 649,727 522,776
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 649,727 522,776
31 Total liabilities and net assets/fund balances (see instructions). 724,727 572,776
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
649,727
2
Enter amount from Part I, line 27a .....................
2
-126,951
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
522,776
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
522,776
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.)
1a
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
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
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  
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 1,056,478 786,883 1.342611
2016 1,066,843 757,962 1.407515
2015 959,150 734,042 1.306669
2014 980,496 775,372 1.264549
2013 1,017,379 756,738 1.344427
2
Total of line 1, column (d) .....................
2
6.665771
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
1.333154
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
609,543
5
Multiply line 4 by line 3......................
5
812,615
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
812,615
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,818,431
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 0
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 0
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 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.PRIMERICAFOUNDATION.COM
    14
    The books are in care ofbulletANNE SOUTTER Telephone no.bullet (470) 564-6245

    Located atbullet1 PRIMERICA PARKWAYDULUTHGA ZIP+4bullet300990001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KAREN FINE SALTIEL CHAIRMAN & PRESIDENT
    5.00     		0 0 0
    1 PRIMERICA PARKWAY
    DULUTH,GA300990001
    ANNE SOUTTER VICE CHAIRMAN, VP
    20.00     		0 0 0
    1 PRIMERICA PARKWAY
    DULUTH,GA300990001
    WILLIAM J NEMETZ TREASURER
    5.00     		0 0 0
    1 PRIMERICA PARKWAY
    DULUTH,GA300990001
    MARGARET HALBERT SECRETARY
    20.00     		0 0 0
    1 PRIMERICA PARKWAY
    DULUTH,GA300990001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    618,825
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    618,825
    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
    618,825
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,282
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    609,543
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,477
    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
    30,477
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,477
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,477
    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
    30,477
    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
    1,818,431
    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
    1,818,431
    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
    1,818,431
    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 30,477
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 979,542
    b From 2014...... 941,727
    c From 2015...... 922,448
    d From 2016...... 1,028,945
    e From 2017...... 1,017,134
    fTotal of lines 3a through e........ 4,889,796
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,818,431
    a Applied to 2017, 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 2018 distributable amount..... 30,477
    e Remaining amount distributed out of corpus 1,787,954
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,677,750
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		979,542
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		5,698,208
    10 Analysis of line 9:
    a Excess from 2014.... 941,727
    b Excess from 2015.... 922,448
    c Excess from 2016.... 1,028,945
    d Excess from 2017.... 1,017,134
    e Excess from 2018.... 1,787,954
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    100 BLACK MEN OF AMERICA INC
    141 AUBURN AVENUE
    ATLANTA,GA30303     		NONE PC SUPPORT FOR LMI STUDENT EDUCATION 10,000
    AMERICAN CANCER SOCIETY
    6500 SUGARLOAF PARKWAY SUITE 260
    DULUTH,GA30097     		NONE PC SUPPORT THE FIGHT TO END CANCER 10,000
    AMERICAN RED CROSS
    1955 MONROE DRIVE NE
    ATLANTA,GA30324     		NONE PC SUPPORT HOME FIRE RELIEF IN GWINNETT COUNTY 25,000
    ANGELS AMONG US PET RESCUE
    PO BOX 821
    ALPHARETTA,GA30009     		NONE PC SUPPORT FOR NO-KILL ANIMAL SHELTER 10,000
    ANNANDALE VILLAGE
    3500 ANNANDALE LANE
    SUWANEE,GA30022     		NONE PC SUPPORT FOR BUILDING RENOVATIONS FOR DEVELOPMENTALLY DISABLED ADULTS 10,000
    ANTI DEFAMATION LEAGUE
    3490 PIEDMONT ROAD SUITE 610
    ATLANTA,GA30305     		NONE PC EXPANSION OF ADL EDUCATIONAL PROGRAMMING IN GWINNETT COUNTY 25,000
    ASIAN AMERICAN RESOURCE CENTER
    3635 PEACHTREE INDUSTRIAL BLVD
    SUITE 450
    DULUTH,GA30096     		NONE PC SUPPORT OF RAPID RE-HOUSING PROGRAM 10,000
    ATLANTA CHILDREN'S SHELTER
    PO BOX 54322
    ATLANTA,GA30308     		NONE PC SUPPORT FOR SOCIAL SERVICES PROGRAM FOR LMI FAMIIES 25,000
    AURORA THEATRE
    PO BOX 2014
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR LEARNING LIBRARY EDUCATIONAL PLAY SERIES, SPANISH LANGUAGE THEATRE, AND THEATER EXPANSION 40,000
    BOYS & GIRLS CLUBS OF METRO ATLANTA
    1275 PEACHTREE STREET - SUITE 500
    ATLANTA,GA30309     		NONE PC SUPPORT FOR WORKFORCE DEVELOPMENT AND CAREER BOUND LMI STUDENTS 15,000
    CAREPOINTE
    1800 SATELLITE BLVD
    DULUTH,GA30097     		NONE PC SUPPORT FOR EMERGENCY SHELTER FOR FAMILIES 10,000
    CENTERS OF HOPEEEI
    250 GEORGIA AVENUE SUITE 203
    ATLANTA,GA30312     		NONE PC FINANCIAL MENTOR & ENTREPRENEURSHIP APPRENTICE TRAINING PROGRAM 25,000
    CHRIS 180
    1017 FAYETTEVILLE ROAD SE
    ATLANTA,GA30316     		NONE PC SUPPORT FOR TRANSITIONS PROGRAM FOR HOMELESS YOUTH 10,000
    CIRCLE OF LOVE
    3160 ETCHINSON ROAD
    LOGANVILLE,GA30052     		NONE PC FINANCIAL MORTGAGE SUPPORT FOR FAMILIES WHOSE BREADWINNER HAS CANCER 10,000
    CITY OF REFUGE
    1300 JOSEPH E BOONE BLVD NW
    ATLANTA,GA30314     		NONE PC SUPPORT FOR HOUSING PROGRAM FOR HOMELESS 25,000
    COMMUNITY FOUNDATION FOR NE GEORGIA
    6500 SUGARLOAF PARKWAY SUITE 220
    DULUTH,GA30097     		NONE PC SUPPORT FOR INCREASED COMMUNITY DEVELOPMENT 30,000
    CONNECTIONS HOMES
    337 W PIKE STREET
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR YOUNG ADULTS AGING OUT OF FOSTER CARE 10,000
    COOL GIRLS
    1382 PEACHTREE STREET SUITE 100
    ATLANTA,GA30309     		NONE PC ACADEMIC SUPPORT, FINANCIAL EDUCATION AND LIFE SKILLS DEVELOPMENT FOR YOUNG GIRLS 25,000
    CORNERS OUTREACH
    2 SUN COURT SUITE 220
    PEACHTREE CORNERS,GA30092     		NONE PC SUPPORT OF FINANCIAL EDUCATION AND ENTREPRENEURSHIP PROGRAMS FOR LMI ADULTS 10,000
    CREATIVE ENTERPRISES
    701 HI-HOPE LANE
    LAWRENCEVILLE,GA30043     		NONE PC EMERGENCY EDUCATION BUILDING REPAIRS FOR DEVELOPMENTALLY DISABLED ADULTS 15,000
    CRISTO REY
    222 PIEDMONT AVENUE NE
    ATLANTA,GA30308     		NONE PC SUPPORT FOR EDUCATION OF LMI YOUTH 15,000
    CURE CHILDHOOD CANCER
    200 ASHFORD CENTER NORTH SUITE 250
    ATLANTA,GA30338     		NONE PC SUPPORT FOR THE CRITICAL NEEDS PROGRAM 10,000
    DIRECT SELLING EDUCATION FOUNDATION
    1667 K STREET NW SUITE 1100
    WASHINGTON,DC20006     		NONE PC SUPPORT FOR LMI ACADEMIC OUTREACH PROGRAM FOR SELF-SUFFICIENCY 10,000
    EAGLE RANCH
    PO BOX 7200
    CHESTNUT MOUNTAIN,GA30502     		NONE PC SUPPORT FOR CHILDREN IN CRISIS 10,000
    EASTER SEALS OF NORTH GEORGIA
    53 PERIMETER CENTER EAST SUITE 550
    ATLANTA,GA30046     		NONE PC SUPPORT FOR EARLY LITERACY AND FAMILY ENGAGEMENT PROGRAM 15,000
    FAMILY PROMISE OF GWINNETT
    205 S CULVER STREET
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR HOMELESS PEOPLE IN GWINNETT COUNTY 10,000
    FERNBANK MUSEUM OF NATURAL HISTORY
    767 CLIFTON ROAD NE
    ATLANTA,GA30307     		NONE PC SUPPORT FOR SCIENCE EDUCATION FOR LMI STUDENTS 10,000
    FOUNDATION FOR PUERTO RICO CO MORGAN STANLEY
    399 PARK AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE PC SUPPORT FOR HURRICANE RELIEF AND REBUILDING 25,000
    FRIENDS OF GWINNETT COUNTY SENIORS
    PO BOX 1680
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR STROBE ALARMS FOR SENIORS AND TRANSPORTATION FOR DIALYSIS PATIENTS 10,000
    GATEWAY CENTER (ATLANTA)
    275 PRYOR STREET SW
    ATLANTA,GA30303     		NONE PC SUPPORT FOR JOB READINESS PROGRAMS FOR TRANSITIONING HOMELESS PEOPLE 25,000
    GATEWAY DOMESTIC VIOLENCE CENTER
    PO BOX 2962
    GAINESVILLE,GA30503     		NONE PC SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE 10,000
    GEORGIA CENTER FOR NONPROFITS
    100 PEACHTREE STREET NW SUITE 1500
    ATLANTA,GA30303     		NONE PC SUPPORT FOR BUILDING CAPACITY FOR NONPROFITS SERVING LMI COMMUNITIES 25,000
    GEORGIA COUNCIL ON ECONOMIC EDUCATION
    PO BOX 1619
    ATLANTA,GA30301     		NONE PC SUPPORT FOR THE INVESTOR EDUCATION PROGRAM REACHING TEACHERS & LMI STUDENTS IN GA 20,000
    GEORGIA GWINNETT COLLEGE FOUNDATION
    1000 UNIVERSITY CENTER LANE - SUITE
    B2000
    LAWRENCEVILLE,GA30043     		NONE PC SUPPORT FOR LMI STUDENT EDUCATION 15,000
    GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION
    270 PEACHTREE STREET SUITE 2200
    ATLANTA,GA30303     		NONE PC SUPPORT FOR INCREASING GRADUATION RATE AND IMPROVEMENT OF STUDENT OUTCOMES IN GA 10,000
    GEORGIA RIVER NETWORK
    126 SOUTH MILLEDGE AVENUE SUITE E3
    ATHENS,GA30605     		NONE PC SUPPORT FOR ENGAGING AND EDUCATING CITIZENS OF THEIR INVOLVEMENT IN WATER ISSUES 10,000
    GWINNETT CHILDREN'S SHELTER
    PO BOX 527
    BUFORD,GA30515     		NONE PC SUPPORT FOR HOMELESS FAMILIES IN GWINNETT COUNTY 10,000
    GWINNETT CLEAN & BEAUTIFUL
    446 W CROGAN STREET SUITE 225
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR FARM-TO-TABLE GARDENS IN FIVE GWINNETT SCHOOLS 10,000
    GWINNETT COALITION
    750 S PERRY STREET SUITE 312
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR HELPLINE CALLERS ASKING FOR HEALTH AND HUMAN SERVICE NEEDS 25,000
    GWINNETT COUNCIL FOR THE ARTS
    6400 SUGARLOAF PARKWAY BLDG 300
    DULUTH,GA30097     		NONE PC SUPPORT FOR EXPANSION OF VISUAL ARTS EDUCATION IN GWINNETT COUNTY 25,000
    GWINNETT COUNTY PUBLIC LIBRARY
    1001 LAWRENCEVILLE HIGHWAY
    LAWRENCEVILLE,GA30019     		NONE PC SUPPORT OF CAREER ONLINE HIGH SCHOOL PROGRAM 25,000
    GWINNETT COUNTY PUBLIC SCHOOL FOUNDATION
    437 OLD PEACHTREE ROAD NW
    SUWANEE,GA30024     		NONE PC SUPPORT OF EDUCATION ENRICHMENT PROGRAM FOR LMI STUDENTS 30,000
    GWINNETT HABITAT FOR HUMANITY
    PO BOX 646
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR HOME CONSTRUCTION PROGRAM 40,000
    GWINNETT SEXUAL ASSAULT CENTER
    PO BOX 1329
    DULUTH,GA30096     		NONE PC SUPPORT FOR CHILDREN & ADULTS VICTIMIZED BY SEXUAL ABUSE AND SEXUAL VIOLENCE 10,000
    GWINNETT TECHNICAL COLLEGE FOUNDATION
    5150 SUGARLOAF PARKWAY
    LAWRENCEVILLE,GA30043     		NONE PC SUPPORT FOR LMI COLLEGE STUDENTS AND WORK-BASED LEARNING AND CAREER DEVELOPMENT FOR LMI STUDENTS 40,000
    HOMEFIRST GWINNETT CO UNITED WAY OF GREATER ATL
    6500 SUGARLOAF PARKWAY SUITE 220
    DULUTH,GA30097     		NONE PC SUPPORT FOR COMPREHENSIVE SERVICES FOR HOMELESS PEOPLE IN GWINNETT COUNTY 149,000
    HOPE INC
    490 BRISCOE BLVD
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR HISPANIC HIGH SCHOOL STUDENTS - INCREASING HS GRADUATION RATES 15,000
    HORIZONS ATLANTA
    177 NORTH AVE NW 3RD FL SUITE 11
    ATLANTA,GA30332     		NONE PC SUPPORT FOR SUMMER EDUCATION FOR LMI STUDENTS 25,000
    INTERLOCKING COMMUNITIES
    5170 EDINBUROUGH PL
    SUGARLOAF,GA30518     		NONE PC SUPPORT FOR LMI PRE-SCHOOL EDUCATION 20,000
    JEWISH FAMILY & CAREER SERVICES
    4549 CHAMBLEE DUNWOODY ROAD
    ATLANTA,GA30338     		NONE PC SUPPORT FOR THE HAMSA SUBSTANCE ABUSE PROGRAM AND EMPLOYMENT PROGRAM FOR LOW-INCOME, DISLOCATED, LONG-TERM UNEMPLOYED 25,000
    JUNIOR ACHIEVEMENT ACADEMY
    275 NORTHSIDE DRIVE NW
    ATLANTA,GA30314     		NONE PC SUPPORT FOR JA ACADEMY FINANCIAL LITERACY PROGRAM IN NORCROSS HIGH SCHOOL 25,000
    JUNIOR ACHIEVEMENT FINANCE PARK
    275 NORTHSIDE DRIVE NW
    ATLANTA,GA30314     		NONE PC SUPPORT FOR GWINNETT DISCOVERY CTR FINANCE PARK STOREFRONT FOR FINANCIAL EDUCATION 25,000
    JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA INC
    1921 N RAINBOW BLVD
    LAS VEGAS,NV89108     		NONE PC SUPPORT FOR FINANCIAL LITERACY FOR STUDENTS IN SOUTHERN NEVADA 10,000
    LEADERSHIP GWINNETT
    6500 SUGARLOAF PARKWAY
    DULUTH,GA30097     		NONE PC SUPPORT FOR BUILDING DIVERSE LEADERS IN GWINNETT COUNTY 10,000
    LOVE BEYOND WALLS
    3270 EAST MAIN STREET
    COLLEGE PARK,GA30349     		NONE PC SUPPORT FOR THE WORKFORCE READINESS AND MAKEOVER PROGRAM 10,000
    MIAMI BRIDGE YOUTH AND FAMILY SERVICES INC
    2810 NW SOUTH RIVER DRIVE
    MIAMI,FL33030     		NONE PC SUPPORT FOR WRAPAROUND SERVICES FOR YOUTHS WITH COMPLEX NEEDS 20,000
    MUST MINISTRIES
    PO BOX 1717
    MARIETTA,GA30061     		NONE PC SUPPORT FOR THE SUMMER LUNCH PROGRAM FOR LMI YOUTH 10,000
    NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS
    250 WILLIAMS STREET SUITE 2322
    ATLANTA,GA30313     		NONE PC SUPPORT FOR LMI STUDENT ADMISSIONS 10,000
    NORCROSS CO-OP MINISTRY
    2275 MITCHELL ROAD
    NORCROSS,GA30071     		NONE PC SUPPORT FOR THE EMERGENCY FOOD ASSISTANCE PROGRAM 10,000
    NOTHING BUT THE TRUTH
    PO BOX 845
    DACULA,GA30019     		NONE PC SUPPORT FOR WEEKEND FOOD ASSISTANCE PROGRAM FOR LMI YOUTH 25,000
    OPERATION HOPE
    191 PEACHTREE STREET
    ATLANTA,GA30303     		NONE PC SUPPORT FOR FINANCIAL LITERACY AND SELF-SUFFICIENCY PROGRAMS FOR LMI POPULATIONS 20,000
    ORANGE DUFFEL BAG INITIATIVE
    1801 PEACHTREE STREET NE SUITE 300
    ATLANTA,GA30309     		NONE PC SUPPORT FOR COACHING PROGRAMS FOR FOSTER, HOMELESS AND LMI TEENS 25,000
    PARTNERSHIP AGAINST DOMESTIC VIOLENCE
    PO BOX 170225
    ATLANTA,GA30317     		NONE PC SUPPORT FOR THE SAFETY AND SHELTER FOR WOMEN AND CHILDREN PROGRAM 25,000
    PATH PROJECT
    PO BOX 1659
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT FOR AFTER-SCHOOL PROGRAM IN MOBILE HOME PARKS 10,000
    RAINBOW VILLAGE
    3427 DULUTH HIGHWAY 120
    DULUTH,GA30096     		NONE PC SUPPORT FOR LIFE SKILLS CLASSES FOR VICTIMS OF DOMESTIC VIOLENCE 50,000
    REACH OUT AND READ
    86 SOUTH STREET SUITE 201
    BOSTON,MA02111     		NONE PC SUPPORT FOR PRE-SCHOOL LITERACY PROGRAM THROUGH PEDIATRICIANS IN GWINNETT COUNTY 10,000
    SAFEAMERICA FOUNDATION
    2000 FIRST DRIVE SUITE 310
    MARIETTA,GA30062     		NONE PC SUPPORT FOR PROGRAMS FOR HOMELESS VETERANS 10,000
    SALVATION ARMY
    1000 CENTER PLACE
    NORCROSS,GA30093     		NONE PC SUPPORT FOR HOMELESS IN GWINNETT COUNT 50,000
    TOP DOGG K9 FOUNDATION
    4776 STONE MOUNTAIN HWY
    LILBURN,GA30047     		NONE PC SUPPORT FOR THERAPY DOGS FOR DISABLED VETERANS 10,000
    UNITED WAY OF GREATER ATLANTA GRIP
    6500 SUGARLOAF PARKWAY SUITE 220
    DULUTH,GA30097     		NONE PC SUPPORT FOR FORMER INMATES RE-ENTERING SOCIETY 25,000
    UNITED WAY OF GREATER ATLANTA
    6500 SUGARLOAF PARKWAY SUITE 220
    DULUTH,GA30097     		NONE PC SUPPORT FOR THE ANNUAL COMMUNITY CAMPAIGN FOR SERVING THE NEEDY 65,000
    UNITED WAY SPARK
    6500 SUGARLOAF PARKWAY SUITE 220
    DULUTH,GA30097     		NONE PC SUPPORT FOR THE SPARK PROGRAM FOR AN UPCOMING NONPROFIT 25,000
    UPLIFT
    3313 DUNCAN BRIDGE TRAIL
    BUFORD,GA30519     		NONE PC SUPPORT FOR TRANSPORTATION FOR FORMER INMATES RE-ENTERING SOCIETY 15,000
    USO COUNCIL OF GEORGIA
    6000 N TERMINAL PKWY SUITE 320
    ATLANTA,GA30320     		NONE PC SUPPORT FOR TRANSITION SERVICES FOR VETERANS ENTERING CIVILIAN LIFE 10,000
    VETERANS RESOURCE CENTER (GWINNETT COALITION)
    750 S PERRY STREET SUITE 312
    LAWRENCEVILLE,GA30046     		NONE PC SUPPORT SERVICES FOR VETERANS, ESPECIALLY HOMELESS 20,000
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE PC SUPPORT FOR ARTS ADMISSIONS PROGRAMS FOR LMI YOUTH 50,000
    YEAR UP
    730 PEACHTREE STREET NE SUITE 900
    ATLANTA,GA30308     		NONE PC SUPPORT FOR HIGHER EDUCATION AND JOB SKILLS FOR LMI YOUTH 26,000
    YMCA GWINNETT
    2985 SUGARLOAF PARKWAY
    LAWRENCEVILLE,GA30045     		NONE PC SUPPORT FOR AFTER-SCHOOL PROGRAMS FOR LMI YOUTH 10,000
    YMCA OF NWNC
    301 N MAIN STREET SUITE 1900
    WINSTONSALEM,NC27101     		NONE PC SUPPORT FOR SUMMER CAMP FOR LMI YOUTH 35,000
    ZOO ATLANTA
    800 CHEROKEE AVENUE SE
    ATLANTA,GA30315     		NONE PC SUPPORT FOR LMI STUDENT ADMISSIONS 25,000
    Total .................................bullet 3a 1,700,000
    bApproved for future payment
    JUNIOR ACHIEVEMENT FINANCE PARK
    275 NORTHSIDE DRIVE NW
    ATLANTA,GA30314     		NONE PC SUPPORT FOR GWINNETT DISCOVERY CTR FINANCE PARK STOREFRONT FOR FINANCIAL EDUCATION 50,000
    Total .................................bullet 3b 50,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 10,538  
    4 Dividends and interest from securities....          
    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 ............     		         
    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 10,538 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,538
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE PRIMERICA FOUNDATION INC
     
    Employer identification number

    27-4689647
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE PRIMERICA FOUNDATION INC
          		Employer identification number
    27-4689647
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MR & MRS GLENN WILLIAMS
     
    3310 PRISTINE POINT
     
    DACULA, GA300194643

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PRIMERICA
     
    1 PRIMERICA PARKWAY
     
    DULUTH, GA30099

    		$ 1,525,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BUISSON FOUNDATION
     
    6354 JF JAY ROAD
     
    GAINESVILLE, GA305063420

    		$ 25,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE PRIMERICA FOUNDATION INC
          		Employer identification number

    27-4689647
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE PRIMERICA FOUNDATION INC
          		Employer identification number

    27-4689647
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE PRIMERICA FOUNDATION INC
    EIN:
    27-4689647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 10,990 5,495   5,495

    TY 2018 LegalFeesSchedule
    Name:
    THE PRIMERICA FOUNDATION INC
    EIN:
    27-4689647
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,679 0   8,679


    TY 2018 OtherExpensesSchedule
    Name:
    THE PRIMERICA FOUNDATION INC
    EIN:
    27-4689647
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 2,489 2,489   0
    SOFTWARE FEE 16,493 0   16,493
    MEALS AND ENTERTAINMENT 482 0   482
    BUSINESS LICENSES AND FEES 2,835 0   2,835
    CORPORATE RELATIONS 1,872 468   1,404
    OFFICE SUPPLIES 108 0   108
    CONSULTING FEES 7,600 1,900   5,700
    CATERING 143 0   143
    ADVERTISING EXPENSE 521 0   521