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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GEORGE W STRICKLAND JR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2241
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALDOSTA, GA31602
A Employer identification number

20-3896627
B Telephone number (see instructions)

(912) 739-3348
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$39,087,039
J 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... 646,265 646,265  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -340,766
b Gross sales price for all assets on line 6a 14,594,174
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)....... 87,775 87,775  
12 Total. Add lines 1 through 11........ 393,274 734,040  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 50,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 72 0   0
b Accounting fees (attach schedule)....... 7,802 0   0
c Other professional fees (attach schedule).... 178,985 178,985   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,001 13,586   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 365,860 242,571   0
25 Contributions, gifts, grants paid....... 2,015,415 2,015,415
26 Total expenses and disbursements. Add lines 24 and 25 2,381,275 242,571   2,015,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,988,001
b Net investment income (if negative, enter -0-) 491,469
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 846,486 971,503 971,503
2 Savings and temporary cash investments.........      
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)....... 30,233,209 Click to see attachment28,250,104 37,004,636
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 bullet1,110,900
Less: accumulated depreciation (attach schedule) bullet   1,153,900 1,110,900 1,110,900
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,233,595 30,332,507 39,087,039
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) Click to see attachment36,331 Click to see attachment612
23 Total liabilities (add lines 17 through 22)......... 36,331 612
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 32,197,264 30,331,895
29 Total net assets or fund balances (see instructions)..... 32,197,264 30,331,895
30 Total liabilities and net assets/fund balances (see instructions). 32,233,595 30,332,507
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
32,197,264
2
Enter amount from Part I, line 27a .....................
2
-1,988,001
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
133,736
4
Add lines 1, 2, and 3 ..........................
4
30,342,999
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,104
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,331,895
Form 990-PF (2020)
Form 990-PF (2020)
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 ABBOTT LABS P 2019-11-05 2020-03-25
b CHUBB LTD P 2020-03-25 2020-06-01
c CISCO SYSTEMS INC COM P 2019-10-14 2020-03-04
d CISCO SYSTEMS INC COM P 2019-10-14 2020-03-04
e ECOLAB INC 4.35%DEC08 21 P 2020-03-09 2020-09-14
FIRST EAGLE GOLD FUND P 2020-01-02 2020-03-10
KEURIG DR PEPPER INC P 2020-03-25 2020-03-30
PEPSICO INC P 2020-03-24 2020-09-24
ROSS STORES INC COM P 2019-07-12 2020-03-25
SPDR GOLD TRUST P 2020-04-29 2020-08-11
SPDR GOLD TRUST P 2020-04-29 2020-09-15
SPDR GOLD TRUST P 2020-04-29 2020-10-15
SPDR GOLD TRUST P 2020-04-29 2020-06-10
SPDR GOLD TRUST P 2020-04-29 2020-07-10
SPDR GOLD TRUST P 2020-04-29 2020-12-04
SPDR GOLD TRUST P 2020-04-29 2020-11-17
SPDR GOLD TRUST P 2020-03-10 2020-03-13
SPDR GOLD TRUST P 2020-03-10 2020-03-13
SPDR GOLD TRUST P 2020-03-10 2020-12-04
SPDR GOLD TRUST P 2020-03-10 2020-11-27
SPDR GOLD TRUST P 2020-03-10 2020-07-10
SPDR GOLD TRUST P 2020-03-10 2020-07-10
SPDR GOLD TRUST P 2020-03-10 2020-05-12
SPDR GOLD TRUST P 2020-03-10 2020-04-07
SPDR GOLD TRUST P 2020-03-10 2020-04-07
SPDR GOLD TRUST P 2020-03-10 2020-06-10
SPDR GOLD TRUST P 2020-03-10 2020-06-10
SPDR GOLD TRUST P 2020-03-10 2020-05-12
SPDR GOLD TRUST P 2020-04-29 2020-05-12
SPDR GOLD TRUST P 2020-03-10 2020-11-17
SPDR GOLD TRUST P 2020-03-10 2020-09-15
SPDR GOLD TRUST P 2020-03-10 2020-10-15
SPDR GOLD TRUST P 2020-03-10 2020-11-17
SPDR GOLD TRUST P 2020-03-10 2020-10-15
SPDR GOLD TRUST P 2020-03-10 2020-08-11
SPDR GOLD TRUST P 2020-03-10 2020-08-11
SPDR GOLD TRUST P 2020-03-10 2020-09-15
SPDR GOLD TRUST P 2019-09-18 2020-03-13
SPDR GOLD TRUST P 2019-09-18 2020-03-25
SPDR GOLD TRUST P 2019-09-18 2020-01-10
SPDR GOLD TRUST P 2019-09-18 2020-01-10
SPDR GOLD TRUST P 2019-09-18 2020-02-05
SPDR GOLD TRUST P 2019-09-18 2020-03-13
SPDR GOLD TRUST P 2019-09-18 2020-02-05
SPDR GOLD TRUST P 2019-09-18 2020-09-15
SPDR GOLD TRUST P 2019-09-18 2020-08-11
SPDR GOLD TRUST P 2019-09-18 2020-05-12
SPDR GOLD TRUST P 2019-09-18 2020-04-07
SPDR GOLD TRUST P 2019-09-18 2020-07-10
SPDR GOLD TRUST P 2019-09-18 2020-06-10
TOTAL S.A. SP ADR P 2020-03-25 2020-05-04
ABBOTT LABS P 2019-11-05 2020-11-25
ALLEGHANY CORP 5.62% 2020 P 2019-01-11 2020-01-15
ALPHABET INC SHS CL C P 2019-01-09 2020-06-08
ALPHABET INC SHS CL C P 2019-01-08 2020-06-08
AMAZON COM INC COM P 2019-01-08 2020-06-08
ANTHEM INC P 2019-01-09 2020-09-24
ANTHEM INC P 2019-01-08 2020-09-24
APPLE INC P 2019-01-08 2020-06-08
ARCHER-DANIELS-MI 4.47% 21 P 2019-01-08 2020-06-30
BLACKROCK INC P 2019-01-08 2020-03-25
CAPITAL ONE FINL P 2019-01-08 2020-03-25
CHUBB LTD P 2019-01-30 2020-06-01
CHUBB LTD P 2019-01-24 2020-06-01
CHUBB LTD P 2019-01-09 2020-02-10
CHUBB LTD P 2019-01-09 2020-06-01
CHUBB LTD P 2019-01-08 2020-02-10
CITIGROUP INC COM NEW P 2019-01-09 2020-03-25
CITIGROUP INC COM NEW P 2019-01-08 2020-03-25
COMCAST CORP 3.45%OCT01 21 P 2019-01-24 2020-02-21
CONSTELLATION BRANDS INC P 2019-06-03 2020-09-24
CONSTELLATION BRANDS INC P 2019-04-23 2020-09-24
CONSTELLATION BRANDS INC P 2019-04-23 2020-09-24
DISNEY (WALT) CO COM STK P 2019-01-08 2020-03-25
ECOLAB INC 4.35%DEC08 21 P 2019-01-11 2020-09-14
GLAXOSMITHKLINE C 3.12% 21 P 2019-01-08 2020-10-13
ISHARES INC CORE MSCI P 2019-01-09 2020-03-30
ISHARES INC CORE MSCI P 2019-01-08 2020-03-25
ISHARES INC CORE MSCI P 2019-01-08 2020-03-30
ISHARES S&P MIDCAP 400 P 2019-01-09 2020-04-07
ISHARES S&P MIDCAP 400 P 2019-01-08 2020-03-25
ISHARES S&P MIDCAP 400 P 2019-01-08 2020-04-07
ISHARES S&P MID-CAP 400 P 2019-01-09 2020-04-07
ISHARES S&P MID-CAP 400 P 2019-01-08 2020-03-30
ISHARES S&P MID-CAP 400 P 2019-01-08 2020-04-07
ISHARES S&P MID-CAP 400 P 2019-01-08 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-09 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-03-30
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-09 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-04-07
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-04-07
ISHARES TR CORE MSCI EAF P 2019-01-24 2020-04-07
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-03-02
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-02-25
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-04-07
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-04-07
ISHARES TR CORE MSCI EAF P 2019-01-08 2020-02-25
JPMORGAN CHASE & CO P 2019-01-09 2020-03-25
JPMORGAN CHASE & CO CLD P 2019-01-08 2020-06-01
KEURIG DR PEPPER INC P 2019-01-30 2020-03-30
KEURIG DR PEPPER INC P 2019-01-24 2020-03-30
KEURIG DR PEPPER INC P 2019-01-09 2020-03-04
KEURIG DR PEPPER INC P 2019-01-09 2020-03-30
KEURIG DR PEPPER INC P 2019-01-08 2020-02-10
KEURIG DR PEPPER INC P 2019-01-08 2020-03-04
LOCKHEED MARTIN CORP P 2019-01-09 2020-11-10
LOCKHEED MARTIN CORP P 2019-01-08 2020-11-10
MICROSOFT CORP P 2019-01-08 2020-06-08
MORGAN STANLEY CLD P 2019-01-08 2020-02-10
NEXTERA ENERGY INC SHS P 2019-01-08 2020-02-10
PPG INDS INC 3.60%NOV15 20 P 2019-01-24 2020-06-30
SHERWIN WILLIAMS P 2019-01-30 2020-03-13
SHERWIN WILLIAMS P 2019-01-24 2020-03-13
SHERWIN WILLIAMS P 2019-01-09 2020-03-13
SHERWIN WILLIAMS P 2019-01-08 2020-02-10
SHERWIN WILLIAMS P 2019-01-08 2020-03-13
SPDR GOLD TRUST P 2019-09-18 2020-11-17
SPDR GOLD TRUST P 2019-09-18 2020-11-27
SPDR GOLD TRUST P 2019-09-18 2020-10-15
SYSCO CORPORATION P 2019-01-30 2020-03-24
SYSCO CORPORATION P 2019-01-24 2020-03-24
SYSCO CORPORATION P 2019-01-09 2020-03-24
SYSCO CORPORATION P 2019-01-08 2020-03-24
THERMO FISHER SCIENTIFIC P 2019-01-08 2020-11-25
TOTAL S.A. SP ADR P 2019-01-30 2020-05-04
TOTAL S.A. SP ADR P 2019-01-24 2020-05-04
TOTAL S.A. SP ADR P 2019-01-09 2020-05-04
TOTAL S.A. SP ADR P 2019-01-08 2020-02-10
TOTAL S.A. SP ADR P 2019-01-08 2020-05-04
TRUIST FINL CORP P 2019-01-09 2020-03-16
TRUIST FINL CORP P 2019-01-08 2020-03-16
US TSY 2.500% MAY 31 2020 P 2019-01-08 2020-06-01
US TSY 2.625% NOV 15 2020 P 2019-01-24 2020-04-20
US TSY 3.500% MAY 15 2020 P 2019-01-24 2020-04-20
BARCLAYS BANK PLC P 2019-01-24 2020-02-28
CITIGROUP INC COM NEW P 2019-01-08 2020-03-25
CONS EDISON CO OF 4.45% 20 P 2019-01-08 2020-06-15
DISNEY (WALT) CO COM STK P 2019-01-08 2020-03-25
ENTERPRISE PRODUC 5.20% 20 P 2019-01-11 2020-09-01
GOLDMAN SACHS GRO 5.37% 20 P 2019-01-08 2020-03-16
ISHARES S&P MID-CAP 400 P 2019-01-08 2020-03-30
ISHARES S&P SMALLCAP 600 P 2019-01-08 2020-03-30
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-03-30
ISHARES TR CORE MSCI EAF P 2019-01-09 2020-04-07
JPMORGAN CHASE & CO P 2019-01-09 2020-03-25
JPMORGAN CHASE & CO P 2019-01-08 2020-03-25
JPMORGAN CHASE & CO CLD P 2019-01-08 2020-09-29
JPMORGAN CHASE & CO CLD P 2019-01-24 2020-03-09
LOCKHEED MARTIN C 3.35% 21 P 2019-01-08 2020-06-16
MORGAN STANLEY P 2019-01-08 2020-01-27
TRUIST FINL CORP P 2019-01-08 2020-03-16
UNITEDHEALTH GROU 3.87% 20 P 2019-01-08 2020-10-15
US TSY 2.250% MAR 31 2020 P 2019-01-08 2020-03-31
US TSY 2.375% APR 30 2020 P 2019-01-08 2020-04-20
VERIZON COMMUNICATIONS P 2019-01-08 2020-05-22
WASTE MANAGEMENT 4.75% 20 P 2019-01-08 2020-06-30
DFA TAX-MGD. U.S. TARGETED VALUE PORTFOLIO P 2020-03-06 2020-04-15
DFA EMERGING MKTS P 2018-12-26 2020-03-10
DFA INTL SMCAP GRWTH PORT INSTL P 2016-02-12 2020-03-10
DFA INTL SMCAP GRWTH PORT INSTL P 2017-08-23 2020-03-10
DFA INTL SMCAP GRWTH PORT INSTL P 2018-01-09 2020-03-10
DFA INTL SMCAP GRWTH PORT INSTL P 2018-08-21 2020-03-10
DFA INTL SMCAP GRWTH PORT INSTL P 2018-09-25 2020-03-10
DFA ONE-YEAR FIXED-INCOME P 2010-08-17 2020-04-15
DFA ONE-YEAR FIXED-INCOME P 2010-08-17 2020-05-28
DFA ONE-YEAR FIXED-INCOME P 2010-08-17 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2010-09-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2010-12-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-02-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-03-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-04-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-05-10 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-06-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-07-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-08-09 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-09-08 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2011-09-28 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2016-05-24 2020-11-19
DFA ONE-YEAR FIXED-INCOME P 2018-01-09 2020-11-19
DFA SHORT-TERM GOVT PORTFOLIO P 2011-09-28 2020-11-19
DFA SHORT-TERM MUNI BOND PORTFOLIO P 2016-05-26 2020-04-15
DFA SHORT-TERM MUNI BOND PORTFOLIO P 2016-05-26 2020-11-19
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2017-08-23 2020-04-15
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-01-09 2020-12-29
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-08-21 2020-04-15
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-08-21 2020-06-30
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-08-21 2020-11-19
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-08-21 2020-12-29
DFA TWO-YEAR GLOBAL FIXED-INCOME P 2018-09-25 2020-04-15
DFA U.S. LARGE CAP VALUE FUND P 2018-08-21 2020-03-06
DFA U.S. MICRO CAP P 2010-11-24 2020-12-29
DFA U.S. MICRO CAP P 2010-12-09 2020-12-29
DFA U.S. MICRO CAP P 2011-03-08 2020-12-29
DFA U.S. MICRO CAP P 2011-06-08 2020-12-29
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2010-07-30 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2010-08-04 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2010-09-08 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2010-11-24 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2010-12-09 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2011-06-08 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2011-09-08 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2011-09-28 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2016-02-12 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2017-08-23 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2018-01-09 2020-03-06
DFA U.S. SMALL CAP VALUE PORTFOLIO P 2018-09-25 2020-03-06
VANGUARD GROWTH INDEX FUND ADMIRAL P 2010-11-24 2020-12-29
VANGUARD GROWTH INDEX FUND ADMIRAL P 2010-12-23 2020-12-29
VANGUARD GROWTH INDEX FUND ADMIRAL P 2011-03-24 2020-12-29
VANGUARD GROWTH INDEX FUND ADMIRAL P 2011-06-23 2020-12-29
VANGUARD INTL EXPLORER INVESTOR P 2018-12-28 2020-03-19
BOEING CO P 2020-01-01 2020-01-22
JP MORGAN BOND P 2019-02-20 2020-02-15
OTIS WORLDWIDE P 2020-03-03 2020-05-04
VIATRIS INC COM P 2001-01-01 2020-12-10
VIATRIS INC COM P 2020-03-03 2020-12-23
AFLAC INC COM P 2001-01-01 2020-09-30
ALTRIA GROUP INC P 2018-02-05 2020-01-14
ARCHER DANIELS P 2001-01-01 2020-03-03
BANK AMER NA P 2018-08-27 2020-08-17
BARINGS ACTIVE P 2019-11-19 2020-12-29
BAXTER INTL INC P 2018-11-27 2020-12-29
BIOGEN, INC P 2001-01-01 2020-09-30
BIOGEN, INC P 2001-01-01 2020-12-29
BOEING CO P 2001-01-01 2020-01-22
DISCOVER BK CTF P 2018-07-31 2020-08-03
DODGE & COX P 2017-10-03 2020-06-29
DUPONT DE NEM P 2001-01-01 2020-05-04
DUPONT DE NEM P 2001-01-01 2020-12-29
EOG RES INC COM P 2001-01-01 2020-09-30
FED HERMES INST P 2017-10-03 2020-06-29
FED HERMES TOT P 2017-10-03 2020-06-29
FISERV INC COM P 2001-01-01 2020-09-30
GILEAD SCIENCES P 2001-01-01 2020-09-30
GILEAD SCIENCES P 2001-01-01 2020-12-29
GOLDMAN SACHS P 2001-01-01 2020-12-29
GWINNETT CNTY P 2014-09-11 2020-10-22
HEWLETT PACKARD P 2001-01-01 2020-12-29
ISHARES MSCI P 2001-01-01 2020-12-29
ISHARES TRUST P 2016-09-22 2020-06-29
ISHARES TRUST P 2001-01-01 2020-09-30
MEDICAL CTR HOS P 2015-10-02 2020-08-01
MFS VALUE FUND P 2018-01-31 2020-06-29
MORGAN STANLEY P 2018-08-27 2020-08-24
NEXTERA ENGERY P 2001-01-01 2020-09-30
NORTHROP GRUM P 2001-01-01 2020-09-30
OTIS WORLDWIDE P 2001-01-01 2020-05-04
PACWEST BANCORP P 2001-01-01 2020-07-30
PELHAM ALA WTS P 2014-07-31 2020-02-02
SALLIE MAE BK SLT P 2018-08-27 2020-08-24
US BANCORP DEL P 2001-01-01 2020-09-30
VIATRIS INC COM P 2001-01-01 2020-10-10
WESTWOOD INC P 2001-01-01 2020-03-03
GEORGIA ST GO BD P 2013-07-08 2020-02-01
TOUCHSTONE LARGE P 2001-01-01 2020-06-29
TOUCHSTONE LARGE P 2011-06-15 2020-12-29
LAND SALE P 2001-01-01 2020-01-28
CAPITAL GAINS DIVIDENDS P    
(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 20,232   23,956 -3,724
b 2,518   2,079 439
c 48,014   55,314 -7,300
d 2,578   2,578 0
e 104,754   103,808 946
198,190   201,277 -3,087
2,407   2,324 83
56,378   48,045 8,333
16,144   22,991 -6,847
66   58 8
73   64 9
68   61 7
62   61 1
60   56 4
70   65 5
73   66 7
16   17 -1
44   47 -3
21   18 3
156,246   145,183 11,063
48   44 4
17   16 1
17   16 1
17   17 0
45   45 0
18   17 1
50   48 2
45   44 1
57   57 0
59   51 8
59   50 9
55   48 7
21   19 2
20   17 3
19   16 3
53   45 8
21   18 3
91   88 3
291,254   273,096 18,158
92   90 2
28   27 1
93   91 2
27   26 1
28   27 1
36   28 8
32   25 7
28   25 3
28   25 3
29   24 5
31   27 4
14,204   14,340 -136
45,388   34,741 10,647
51,183   50,711 472
14,342   10,771 3,571
27,250   20,470 6,780
50,286   33,185 17,101
10,286   10,661 -375
11,511   11,698 -187
44,287   20,252 24,035
102,775   100,955 1,820
13,938   14,331 -393
2,792   4,401 -1,609
3,838   4,211 -373
13,672   15,053 -1,381
41,739   32,640 9,099
32,980   35,063 -2,083
26,739   20,706 6,033
21,985   30,752 -8,767
8,369   11,573 -3,204
36,055   35,188 867
9,808   9,559 249
15,257   17,912 -2,655
26,699   30,285 -3,586
5,173   5,921 -748
52,377   50,658 1,719
101,707   100,005 1,702
200   244 -44
28,450   34,735 -6,285
17,354   20,860 -3,506
10,808   11,499 -691
1,319   1,580 -261
37,456   39,698 -2,242
14,516   18,531 -4,015
12,381   16,410 -4,029
4,115   4,935 -820
15,544   19,750 -4,206
13,669   18,806 -5,137
11,110   15,671 -4,561
4,692   6,215 -1,523
14,077   19,308 -5,231
10,076   11,982 -1,906
1,135   1,344 -209
33,918   40,157 -6,239
16,605   18,528 -1,923
130,839   129,107 1,732
61,083   57,617 3,466
1,186   1,319 -133
32,798   34,650 -1,852
212,665   198,778 13,887
14,680   17,159 -2,479
100,000   99,787 213
1,768   1,904 -136
9,897   10,666 -769
4,350   4,166 184
30,575   32,824 -2,249
17,547   15,906 1,641
15,914   14,998 916
53,434   39,175 14,259
22,479   16,513 5,966
51,900   28,616 23,284
100,000   99,691 309
39,199   25,172 14,027
35,428   35,056 372
477   400 77
21,461   17,698 3,763
69,628   58,163 11,465
35,508   24,746 10,762
27,660   23,150 4,510
36   29 7
95,817   81,180 14,637
33   27 6
1,809   2,923 -1,114
10,545   16,999 -6,454
36,562   59,085 -22,523
2,040   3,337 -1,297
67,933   35,505 32,428
668   1,078 -410
16,544   26,373 -9,829
45,253   74,901 -29,648
43,978   49,139 -5,161
7,854   12,816 -4,962
4,732   6,894 -2,162
16,520   23,955 -7,435
100,000   99,844 156
101,367   100,026 1,341
100,179   100,060 119
35,000   35,000 0
20,503   20,503 0
100,000   100,000 0
27,428   27,428 0
50,000   50,000 0
100,000   100,000 0
3,944   3,944 0
4,563   4,563 0
31,774   31,774 0
15,007   15,007 0
86   86 0
24,266   24,266 0
100,000   100,000 0
35,000   35,000 0
84,954   82,558 2,396
100,000   100,000 0
11,064   11,064 0
100,000   100,000 0
100,000   100,000 0
99,976   99,976 0
100,000   100,000 0
100,000   100,000 0
894,668   1,150,000 -255,332
487,275   500,000 -12,725
225,980   200,000 25,980
144,350   175,000 -30,650
34,141   45,000 -10,859
80,540   100,000 -19,460
47,445   60,000 -12,555
128,850   129,510 -660
309,275   310,824 -1,549
171,764   172,783 -1,019
312   314 -2
4,009   4,013 -4
274   275 -1
548   550 -2
366   367 -1
456   459 -3
456   459 -3
365   367 -2
365   367 -2
366   367 -1
99,464   100,000 -536
299,649   300,000 -351
150,383   150,000 383
250,946   261,215 -10,269
127,350   128,006 -656
897,521   901,994 -4,473
39,792   40,000 -208
175   174 1
4,624   4,625 -1
99,775   99,506 269
499,975   497,528 2,447
298,000   298,342 -342
79,934   80,000 -66
162,491   200,000 -37,509
86,752   49,544 37,208
2,293   1,366 927
380   244 136
950   579 371
117,031   90,000 27,031
114,995   90,000 24,995
276   205 71
214,637   188,000 26,637
1,506   1,381 125
443   412 31
794   644 150
79,717   60,000 19,717
75,841   75,000 841
309,875   400,000 -90,125
130,195   185,000 -54,805
73,515   110,000 -36,485
191,315   44,841 146,474
6,133   1,490 4,643
4,977   1,248 3,729
5,738   1,421 4,317
376,172   500,000 -123,828
13,741   15,999 -2,258
150,000   149,890 110
601   849 -248
662   576 86
13   10 3
7,276   6,428 848
50,000   50,000 0
10,358   10,571 -213
250,000   250,000 0
75,000   75,838 -838
5,191   4,261 930
14,117   16,795 -2,678
26,987   29,452 -2,465
18,322   21,357 -3,035
250,000   250,000 0
25,000   23,812 1,188
4,000   9,570 -5,570
15,190   16,246 -1,056
28,181   85,359 -57,178
15,000   16,373 -1,373
25,000   23,762 1,238
16,999   8,634 8,365
24,977   36,098 -11,121
27,616   36,357 -8,741
50,000   52,164 -2,164
75,000   75,000 0
26,245   30,717 -4,472
35,491   35,091 400
15,008   17,323 -2,315
150,487   160,894 -10,407
50,000   50,000 0
75,000   84,263 -9,263
250,000   250,000 0
16,502   6,264 10,238
15,553   7,253 8,300
9,208   11,290 -2,082
9,913   24,333 -14,420
50,000   50,000 0
135,000   135,000 0
15,843   18,976 -3,133
4,721   3,534 1,187
40,684   51,881 -11,197
50,000   50,000 0
50,000   39,461 10,539
75,000   48,380 26,620
35,000   50,328 -15,328
51,461     51,461
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       -3,724
b       439
c       -7,300
d       0
e       946
      -3,087
      83
      8,333
      -6,847
      8
      9
      7
      1
      4
      5
      7
      -1
      -3
      3
      11,063
      4
      1
      1
      0
      0
      1
      2
      1
      0
      8
      9
      7
      2
      3
      3
      8
      3
      3
      18,158
      2
      1
      2
      1
      1
      8
      7
      3
      3
      5
      4
      -136
      10,647
      472
      3,571
      6,780
      17,101
      -375
      -187
      24,035
      1,820
      -393
      -1,609
      -373
      -1,381
      9,099
      -2,083
      6,033
      -8,767
      -3,204
      867
      249
      -2,655
      -3,586
      -748
      1,719
      1,702
      -44
      -6,285
      -3,506
      -691
      -261
      -2,242
      -4,015
      -4,029
      -820
      -4,206
      -5,137
      -4,561
      -1,523
      -5,231
      -1,906
      -209
      -6,239
      -1,923
      1,732
      3,466
      -133
      -1,852
      13,887
      -2,479
      213
      -136
      -769
      184
      -2,249
      1,641
      916
      14,259
      5,966
      23,284
      309
      14,027
      372
      77
      3,763
      11,465
      10,762
      4,510
      7
      14,637
      6
      -1,114
      -6,454
      -22,523
      -1,297
      32,428
      -410
      -9,829
      -29,648
      -5,161
      -4,962
      -2,162
      -7,435
      156
      1,341
      119
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      2,396
      0
      0
      0
      0
      0
      0
      0
      -255,332
      -12,725
      25,980
      -30,650
      -10,859
      -19,460
      -12,555
      -660
      -1,549
      -1,019
      -2
      -4
      -1
      -2
      -1
      -3
      -3
      -2
      -2
      -1
      -536
      -351
      383
      -10,269
      -656
      -4,473
      -208
      1
      -1
      269
      2,447
      -342
      -66
      -37,509
      37,208
      927
      136
      371
      27,031
      24,995
      71
      26,637
      125
      31
      150
      19,717
      841
      -90,125
      -54,805
      -36,485
      146,474
      4,643
      3,729
      4,317
      -123,828
      -2,258
      110
      -248
      86
      3
      848
      0
      -213
      0
      -838
      930
      -2,678
      -2,465
      -3,035
      0
      1,188
      -5,570
      -1,056
      -57,178
      -1,373
      1,238
      8,365
      -11,121
      -8,741
      -2,164
      0
      -4,472
      400
      -2,315
      -10,407
      0
      -9,263
      0
      10,238
      8,300
      -2,082
      -14,420
      0
      0
      -3,133
      1,187
      -11,197
      0
      10,539
      26,620
      -15,328
      51,461
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 -340,766
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,831
c All other domestic foundations enter 1.39% 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 6,831
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 6,831
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 10,480
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,649
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,649 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletJ WENDELL GODBEE Telephone no.bullet (229) 245-6040

    Located atbullet3488 N VALDOSTA ROADVALDOSTAGA ZIP+4bullet31602
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    TOMMY STRICKLAND VICE PRESIDENT
    10.00
    50,000 0 0
    P O BOX 128
    CLAXTON,GA30417
    J WENDELL GODBEE PRESIDENT
    10.00
    50,000 0 0
    P O BOX 2241
    VALDOSTA,GA31604
    SHARON DELOACH SECRETARY/TREASURER
    10.00
    50,000 0 0
    P O BOX 128
    CLAXTON,GA30417
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    33,935,288
    b
    Average of monthly cash balances.......................
    1b
    389,742
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,325,030
    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
    34,325,030
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    514,875
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,810,155
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,690,508
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,690,508
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,831
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    18,177
    c
    Add lines 2a and 2b............................
    2c
    25,008
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,665,500
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,665,500
    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
    1,665,500
    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
    2,015,415
    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
    2,015,415
    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
    2,015,415
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,665,500
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 196,717
    c From 2017...... 326,417
    d From 2018...... 481,880
    e From 2019...... 418,689
    fTotal of lines 3a through e........ 1,423,703
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,015,415
    a Applied to 2019, 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 2020 distributable amount..... 1,665,500
    e Remaining amount distributed out of corpus 349,915
    5 Excess distributions carryover applied to 2020. 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 1,773,618
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,773,618
    10 Analysis of line 9:
    a Excess from 2016.... 196,717
    b Excess from 2017.... 326,417
    c Excess from 2018.... 481,880
    d Excess from 2019.... 418,689
    e Excess from 2020.... 349,915
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    BOYS AND GIRLS CLUB
    3628 LAKE LAURIE DRIVE
    VALDOSTA,GA31605
    NONE 501(C)(3) GENERAL FUND 30,000
    BREWTON CEMETERY
    6901 US-280
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 218,625
    BREWTON-PARKER COLLEGE
    201 DAVID-ELIZA FOUNTAIN CIR
    MT VERNON,GA30445
    NONE 501(C)(3) GENERAL FUND 100,000
    CITY OF CLAXTON
    206 RAILROAD ST
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 124,661
    EVANS COUNTY CARES INC
    PO BOX 667
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 1,500
    EVANS COUNTY CHRISTIAN LEARNING CENTER
    108 S PETERS STREET
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 225,699
    EVANS MEMORIAL HOSPITAL INC
    200 N RIVER STREET
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 146,930
    GEORGIA CHRISTIAN SCHOOL
    4359 DASHER ROAD
    VALDOSTA,GA31601
    NONE 501(C)(3) GENERAL FUND 25,000
    GEORGIA SHERIFFS BOYS RANCH
    5671 GA-122
    HAHIRA,GA31632
    NONE 501(C)(3) GENERAL FUND 10,000
    GODS STORE HOUSE
    300 MCINTOSH ST A
    VIDALIA,GA30474
    NONE 501(C)(3) GENERAL FUND 25,000
    MAYO CLINIC FOUNDATION
    200 FIRST ST SW
    ROCHESTER,MN55905
    NONE 501(C)(3) GENERAL FUND 35,000
    MERCY MEDICAL CLINIC & FOUNDATION
    714-1 NW BROAD ST
    LYONS,GA30436
    NONE 501(C)(3) GENERAL FUND 25,000
    OGEECHEE TECHNICAL COLLEGE FOUNDATION
    ONE JOSEPH E KENNEDY BLVD
    STATESBORO,GA30458
    NONE 501(C)(3) GENERAL FUND 100,000
    PAUL ANDERSON YOUTH HOME
    1603 MCINTOSH STREET
    VIDALIA,GA30474
    NONE 501(C)(3) GENERAL FUND 100,000
    PINEWOOD CHRISTIAN ACADEMY
    N HENRY STREET
    BELLVILLE,GA30414
    NONE 501(C)(3) GENERAL FUND 100,000
    PROMISE OF HOPE TATTNALL INC
    PO BOX 485
    GLENNVILLE,GA30427
    NONE 501(C)(3) GENERAL FUND 145,000
    REACH GEORGIA FOUNDATION INC
    2082 E TUCKER PLACE
    TUCKER,GA30084
    NONE 501(C)(3) GENERAL FUND 10,000
    SOUTHEASTERN TECHNICAL COLLEGE
    3001 E 1ST ST
    VIDALIA,GA30474
    NONE 501(C)(3) GENERAL FUND 100,000
    STATESBORO REGIONAL SEXUAL ASSAULT CENTER
    209 SOUTH COLLEGE STREET
    STATESBORO,GA30458
    NONE 501(C)(3) GENERAL FUND 25,000
    TAKE STOCK IN CHILDREN
    3000 NE 30TH PLACE SUITE 409
    FORT LAUDERDALE,FL33306
    NONE 501(C)(3) GENERAL FUND 10,000
    TRUETT MCCONNELL UNIVERSITY
    100 ALUMNI DR
    CLEVELAND,GA30528
    NONE 501(C)(3) GENERAL FUND 25,000
    UNIVERSITY OF GEORGIA FOUNDATION
    394 S MILLEDGE AVE
    ATHENS,GA30605
    NONE 501(C)(3) GENERAL FUND 100,000
    VALWOOD SCHOOL
    4380 OLD US 41 N
    HAHIRA,GA31632
    NONE 501(C)(3) GENERAL FUND 100,000
    WIREGRASS GEORGIA TECHNICAL COLLEGE
    4089 VAL TECH RD
    VALDOSTA,GA31602
    NONE 501(C)(3) GENERAL FUND 35,000
    WOUNDED WARRIORS RETREAT
    8722 ELAM CHURCH RD
    NORWOOD,GA30821
    NONE 501(C)(3) GENERAL FUND 25,000
    YOUTH IMPACT CENTER
    L01 0-013
    LAKELAND,GA31635
    NONE 501(C)(3) GENERAL FUND 20,000
    COMMUNITY SUPPORT CENTER
    PO BOX 95
    GLENNVILLE,GA30427
    NONE 501(C)(3) GENERAL FUND 18,000
    EVANS COUNTY WILDLIFE CLUB INC
    PO BOX 292
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 35,000
    CENTERED FOR LIFE
    2487 DEMERE ROAD SUITE 500
    ST SIMONS ISLAND,GA31522
    NONE 501(C)(3) GENERAL FUND 20,000
    GREENBRIAR CHILDREN'S CENTER
    3709 HOPKINS STREET
    SAVANNAH,GA31405
    NONE 501(C)(3) GENERAL FUND 10,000
    HEALTH SERVICES OF CENTRAL GEORGIA INC
    777 HEMLOCK ST
    MACON,GA31201
    NONE 501(C)(3) GENERAL FUND 55,000
    PROMISES OF HOPE INC
    PO BOX 321
    DUDLEY,GA31022
    NONE 501(C)(3) GENERAL FUND 7,500
    PROJECT EVANS HOPE
    302 W RAILROAD ST
    CLAXTON,GA30417
    NONE 501(C)(3) GENERAL FUND 7,500
    Total .................................bullet 3a 2,015,415
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 646,265  
    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.....     14 87,775  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -340,766  
    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).. 0 393,274 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    393,274
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,802 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS 27,589,509 36,534,636
    SOUTHERN BANKSHARES, INC. 660,595 470,000

    TY 2020 LegalFeesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 72 0   0


    TY 2020 OtherDecreasesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Description Amount
    FEDERAL INCOME TAX 11,104


    TY 2020 OtherIncomeSchedule2
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM SOUTHERN BANKSHARES K-1 87,559 87,559 87,559
    OTHER SYNOVUS INCOME 216 216 216


    TY 2020 OtherIncreasesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Description Amount
    BOOK TO MARKET DIFFERENCES 71,248
    NONTAXABLE INCOME 27,238
    PARTNERSHIP DISTRIBUTIONS 35,250


    TY 2020 OtherLiabilitiesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX LIABILITIES 36,331 612


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SYNOVUS INVESTMENT MANAGEMENT FEES 66,666 66,666   0
    MERRILL LYNCH INVESTMENT MANAGEMENT FEES 66,640 66,640   0
    CHARLES SCHWAB INVESTMENT MANAGEMENT FEES 45,679 45,679   0


    TY 2020 TaxesSchedule
    Name:
    GEORGE W STRICKLAND JR FOUNDATION INC
    EIN:
    20-3896627
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 9,761 9,761   0
    PAYROLL TAXES PAID 11,475 3,825   0
    AD VALOREM TAXES 7,765 0   0