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
THE SARTAIN LANIER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)950 LOWERY BOULEVARD NW NO 25
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30318
A Employer identification number

58-6045056
B Telephone number (see instructions)

(404) 564-1259
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$92,676,080J 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... 2,332,402 1,059,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -587,311
b Gross sales price for all assets on line 6a 10,380,767
7 Capital gain net income (from Part IV, line 2)... 248,768
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,125 0  
12 Total. Add lines 1 through 11........ 1,749,216 1,308,119  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 191,000 19,100   171,900
14 Other employee salaries and wages...... 31,093 3,109   27,984
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,353 10,049   9,304
c Other professional fees (attach schedule).... Click to see attachment 383,710 328,772   54,938
17 Interest............... 125 0   125
18 Taxes (attach schedule) (see instructions)... Click to see attachment 133,425 1,342   12,082
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,456 2,146   19,310
21 Travel, conferences, and meetings....... 2,844 0   2,844
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36,599 1,826   34,774
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 819,605 366,344   333,261
25 Contributions, gifts, grants paid....... 4,301,956 4,301,956
26 Total expenses and disbursements. Add lines 24 and 25 5,121,561 366,344   4,635,217
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,372,345
b Net investment income (if negative, enter -0-) 941,775
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............. 152,778 21,033 21,033
2 Savings and temporary cash investments......... 3,008,996 1,566,221 1,566,221
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)....... 57,503,096 Click to see attachment54,377,701 54,377,701
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).......... 31,285,904 Click to see attachment36,711,125 36,711,125
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) 91,950,774 92,676,080 92,676,080
Liabilities 17 Accounts payable and accrued expenses..........   143
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 attachment0 Click to see attachment297,500
23 Total liabilities (add lines 17 through 22)......... 0 297,643
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........... 91,950,774 92,378,437
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 91,950,774 92,378,437
30 Total liabilities and net assets/fund balances (see instructions). 91,950,774 92,676,080
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
91,950,774
2
Enter amount from Part I, line 27a .....................
2
-3,372,345
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,800,008
4
Add lines 1, 2, and 3 ..........................
4
92,378,437
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 29 .
6
92,378,437
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 PUBLICLY TRADED SECURITIES      
b PASS-THRU NII FROM K-1 INVESTMENTS      
c PASS-THRU K-1 UBI      
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 9,359,711   9,947,022 -587,311
b 836,079     836,079
c 184,977     0
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       -587,311
b       836,079
c       0
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 2 248,768
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 13,091
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 13,091
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 13,091
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 70,607
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 70,607
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 57,516
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet57,516 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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.LANIERFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletPATRICIA E LUMMUS EXECUTIVE DIREC Telephone no.bullet (404) 564-1259

    Located atbullet950 LOWERY BOULEVARD NW NO 25ATLANTAGA ZIP+4bullet30318
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
    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 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
    J HICKS LANIER TRUSTEE & CHAIR
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    CECIL D CONLEE TRUSTEE & VICE CHAIR
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    JULIE LANIER BALLOUN TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    LIZA LANIER JANCIK TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    STEPHEN S LANIER TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    V WHITSON LANIER JR TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    CLAUDIA M LIVINGSTON TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    P ALEX LIVINGSTON III TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    E JENNER WOOD III TRUSTEE
    1.00     		2,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    PATRICIA E LUMMUS EXECUTIVE DIRECTOR
    40.00     		173,000 0 0
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 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
    MAKENA CAPITAL MANGEMENT LLC INVESTMENT MANAGEMENT 203,623
    2755 SAND HILL RD UNIT 200
    MENLO PARK,CA94025
    LCG ASSOCIATES INC INVESTMENT CONSULTING 100,000
    400 GALLERIA PKWY STE 1800
    ATLANTA,GA30339
    MARK B RILEY ADVISORY CONSULTING 50,760
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    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
    76,914,563
    b
    Average of monthly cash balances.......................
    1b
    2,594,319
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    79,508,882
    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
    79,508,882
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,192,633
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    78,316,249
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,915,812
    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
    3,915,812
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,091
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,091
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,902,721
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,902,721
    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
    3,902,721
    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
    4,635,217
    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
    0
    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
    4,635,217
    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
    4,635,217
    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 3,902,721
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 4,226,739
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,635,217
    a Applied to 2019, but not more than line 2a 4,226,739
    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..... 408,478
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		3,494,243
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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 e-mail address of the person to whom applications should be addressed:
    JANICE BONTEMPO GRANTS MANAGER
    950 LOWREY BLVD STE 25
    ATLANTA,GA30318
    (404) 564-1259
    JANICE@LANIERFAMILYFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    cAny submission deadlines:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
    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
    3DE NATIONAL LLC
    1155 PEACHTREE STREET SUITE 900
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    ANDREW P STEWART CENTER
    987 IRA STREET SW PO BOX 17772
    ATLANTA,GA30316     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ARCS FOUNDATION ATLANTA CHAPTER
    PO BOX 52124
    ATLANTA,GA30355     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,500
    ASCENSA HEALTH AT ST JUDES RECOVERY CENTER INC
    139 RENAISSANCE PKWY NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA BELTLINE PARTNERSHIP INC
    112 KROG ST NE STE 14
    ATLANTA,GA30307     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    ATLANTA BOTANICAL GARDEN INC
    1345 PIEDMONT AVENUE NE
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    ATLANTA CHILDREN'S SHELTER INC
    PO BOX 54322
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BLVD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,000
    ATLANTA FAMILIES' AWARDS FOR EXCELLENCE IN EDUCATION INC
    1266 W PACES FERRY RD 151
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 17,500
    ATLANTA GIRLS' SCHOOL
    3254 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ATLANTA MEMORIAL PARK CONSERVANCY INC
    PO BOX 11609
    ATLANTA,GA30355     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA MUSIC PROJECT INC
    ATLANTA MUSIC PROJECT CENTER FOR
    PERFORMANCE AND EDUCATION 883 DILL
    ATLANTA,GA30310     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA PARTNERSHIP FOR BUSINESS & EDUCATION INC
    130 TRINITY AVE SW
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    ATLANTA SHAKESPEARE COMPANY
    499 PEACHTREE STREET NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    ATLANTA SPEECH SCHOOL
    3160 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 80,000
    ATLANTA VOLUNTEER LAWYERS FOUNDATION
    235 PEACHTREE STREET SUITE 1750
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    ATLANTA YOUTH ACADEMY
    2120 FORREST PARK ROAD
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 40,000
    BEARINGS BIKE SHOP
    982 MURPHY AVENUE SW
    ATLANTA,GA30310     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    BEN FRANKLIN ACADEMY
    1585 CLIFTON ROAD NE
    ATLANTA,GA30329     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    BOYS & GIRLS CLUBS OF METRO ATLANTA INC
    1275 PEACHTREE STREET NE SUITE 500
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 35,000
    BUCKHEAD CHRISTIAN MINISTRY INC
    2847 PIEDMONT ROAD NE
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    CANDID SOUTH
    151 ELLIS ST NE
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    CANINE ASSISTANTS
    3160 FRANCIS ROAD
    MILTON,GA30004     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    CHATTAHOOCHEE NATURE CENTER
    PO BOX 769769
    ROSWELL,GA30076     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    CHATTAHOOCHEE RIVERKEEPER
    3 PURITAN MILL SUITE 3 916 JOSEPH
    LOWERY BOULEVARD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,000
    CHEMOFLAGE INC
    5602 BROOK RIDGE DRIVE
    DUNWOODY,GA30338     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    COMMUNITY ASSISTANCE CENTER
    8607 ROSWELL RD
    ATLANTA,GA30350     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND 150,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC SARTAIN LANIER FAMILY FOUNDATION FUND 110,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND & NEIGHBORHOOD NEXUS FUND 100,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC "EVERY STUDENT EVERY COMMUNITY" FUND/REDEFINED ATLANTA 50,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC EDUCATION PHILANTHROPIC COLLABORATIVE FUND 15,000
    COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
    50 HURT PLAZA SE UNIT 449
    ATLANTA,GA30303     		NONE PC LEARN4LIFE FUND 10,000
    COVENANT HOUSE GEORGIA
    1559 JOHNSON ROAD NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    EAGLE RANCH INC
    PO BOX 7200
    CHESTNUT MOUNTAIN,GA30502     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,333
    EAST LAKE FOUNDATION INC
    2606 ALSTON DRIVE SE
    ATLANTA,GA30317     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    EMORY UNIVERSITY
    1440 CLIFTON RD NE STE 170
    ATLANTA,GA30322     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 333,000
    EMORY UNIVERSITY
    1440 CLIFTON RD NE STE 170
    ATLANTA,GA30322     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    EMORY UNIVERSITY
    1440 CLIFTON RD NE STE 170
    ATLANTA,GA30322     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    FIRST STEP STAFFING
    236 AUBURN AVENUE SUITE 203
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    FORWARD ARTS FOUNDATION
    3130 SLATON DRIVE
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    GEORGIA CENTER FOR CHILD ADVOCACY
    1485 B WOODLAND AVE
    ATLANTA,GA30316     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    GEORGIA CENTER FOR NONPROFITS
    100 PEACHTREE STREET SUITE 1500
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    GEORGIA CONSERVANCY
    230 PEACHTREE ST NW STE 1250
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    GEORGIA COURT APPOINTED SPECIAL ADVOCATES INC
    75 MARIETTA ST NW SUITE 404
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    GEORGIA JUSTICE PROJECT
    438 EDGEWOOD AVENUE
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION
    270 PEACHTREE ST NW SUITE 2200
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA STATE GOLF ASSOCIATION
    121 VILLAGE PKWY BLDG 3
    MARIETTA,GA30067     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GREENLIGHT FUND
    120 ST JAMES AVENUE 6TH FLOOR
    BOSTON,MA02116     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GROVE PARK FOUNDATION
    1562 DONALD LEE HOLLOWELL PKWY NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    HANDS ON ATLANTA
    600 MERANS ST NW UNIT 100
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    HEARTBOUND MINISTRIES
    PO BOX 191703
    ATLANTA,GA31119     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    HORIZONS ATLANTA
    177 NORTH AVE NW 3RD FLOOR SUITE 11
    ATLANTA,GA30332     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    KIPP METRO ATLANTA SCHOOLS
    1445 MAYNARD ROAD NW
    ATLANTA,GA30331     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 90,000
    LAAMISTAD INC
    3434 ROSWELL RD
    ATLANTA,GA30305     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    MERIDIAN EDUCATIONAL RESOURCE GROUP DBA WHITEFOORD INC
    1353 GEORGE W BRUMLEY WAY
    ATLANTA,GA30317     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    MIDTOWN ASSISTANCE CENTER
    30 PORTER PL NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    MR TOM'S HEART
    24 WATERFORD COURT
    ATLANTA,GA30328     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    MUSEUM OF CONTEMPORARY ART OF GEORGIA (MOCA)
    75 BENNETT ST SUITE A2
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    NATIONAL COUNCIL ON TEACHER QUALITY
    1440 G STREET NW SUITE 8193
    WASHINGTON,DC20005     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    NEIGHBORHOOD COOPERATIVE MINISTRY
    500 PINNICLE COURT STE 510
    NORCROSS,GA30071     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    NEXT GENERATION MEN INC
    115 MLK JR DRIVE SW SUITE 304
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ODYSSEY
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    ONEGOAL-METRO ATLANTA
    590 MEANS STREET NW SUITE 104
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    OPEN DOORS SOLUTIONS INC
    321 WEST HILL ST STE 2E
    DECATUR,GA30030     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    PARK PRIDE INC
    223 PEACHTREE ST NE STE 1600
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    PARKINSON'S FOUNDATION GEORGIA
    200 SE 1ST STREET STE 800
    MIAMI,FL33131     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    PIEDMONT HEALTHCARE FOUNDATION
    2001 PEACHTREE ROAD NW SUITE 400
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 60,000
    PRO BONO PARTNERSHIP OF ATLANTA
    999 PEACHTREE ST NE SUITE 2300
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    PROMISE686 INC
    22 TECHNOLOGY PARKWAY SOUTH
    NORCROSS,GA30092     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    RAISING EXPECTATIONS INC
    PO BOX 92814
    ATLANTA,GA30314     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    REACH FOR EXCELLENCE
    3790 ASHFORD DUNWOODY RD NE
    ATLANTA,GA30319     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    ROBERT W WOODRUFF ARTS CENTER INC
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 100,000
    SER FAMILIA INC
    209 NORTHRIDGE DRIVE
    ACWORTH,GA30101     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    SOCIETY OF ST VINCENT DEPAUL
    787 ROSWELL ST NE
    MARIETTA,GA30060     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET SUITE 2080
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 11,790
    SOUTHEASTERN COUNCIL OF FOUNDATIONS DESIGNATED FOR GGA
    100 PEACHTREE STREET SUITE 2080
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    STAR-C
    1201 PEACHTREE STREET NE SUITE 1110
    ATLANTA,GA30361     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    TEACH FOR AMERICA - METRO ATLANTA
    1360 PEACHTREE ST NE 11TH FLOOR
    ATLANTA,GA30309     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 75,000
    THE CHARLES CHRISTIAN TULLER HOUSE INC
    3156 SPRING ST
    COVINGTON,GA30014     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    THE EMPTY STOCKING FUND
    949 JOSEPH E LOWERY BLVD SUITE 18
    ATLANTA,GA30317     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 4,000
    THE GOOD SAMARITAN HEALTH CENTER
    1015 DONALD LEE HOLLOWELL PKWY NW
    ATLANTA,GA30318     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    THE KINDEZI SCHOOLS
    386 PINE STREET NE
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    THE LOVETT SCHOOL INC
    4075 PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC BREAKTHROUGH ATLANTA $15,000 & LOVETT SCHOOL $20,000 35,000
    THE SCHOLARSHIP ACADEMY INC
    215 ALKEWOOD WAY STE 108
    ATLANTA,GA30315     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    THE WESTMINSTER SCHOOLS INC
    1424 WEST PACES FERRY ROAD NW
    ATLANTA,GA30327     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 359,000
    TRAINING & COUNSELING CENTER AT ST LUKE'S
    PO BOX 54927
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    TRUANCY INTERVENTION PROJECT GEORGIA INC
    JUDGE ROMAE T POWELL JUVENILE
    JUSTICE CENTER SUITE 4122 395 PRYOR
    ATLANTA,GA30312     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,500
    UNITED WAY OF GREATER ATLANTA
    100 EDGEWOOD AVENUE NE
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 150,000
    UNIVERSITY OF GEORGIA FOUNDATION
    394 S MILLEDGE AVENUE
    ATHENS,GA30602     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    UTOPIAN ACADEMY FOR THE ARTS
    2750 FOREST PARKWAY
    ELLENWOOD,GA30294     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000
    VANDERBILT UNIVERSITY
    2400 BLAKEMORE AVENUE
    NASHVILLE,TN37212     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,020,000
    VOICES FOR GEORGIA'S CHILDREN
    75 MARIETTA STREET SUITE 401
    ATLANTA,GA30303     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000
    WESTSIDE FUTURE FUND INC
    1300 JOSEPH E BOONE BLVD NW SUITE
    16
    ATLANTA,GA30314     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000
    YEAR UP ATLANTA
    730 PEACHTREE STREET NE SUITE 900
    ATLANTA,GA30308     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 75,000
    YMCA OF METROPOLITAN ATLANTA
    569 MARTIN LUTHER KING JR DRIVE NW
    ATLANTA,GA30314     		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 60,000
    Total .................................bullet 3a 4,301,956
    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 2,332,402  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -587,311  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL NII TAX REFUND     		        4,125
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,745,091 4,125
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,749,216
    (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.)
    11A FEDERAL NII TAX REFUND
    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:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 19,353 10,049   9,304

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 33,743,755 33,743,755
    MUTUAL FUNDS 20,633,946 20,633,946

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE PARTNERSHIP INVESTMENTS FMV 36,711,125 36,711,125

    TY 2020 OtherExpensesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES, EXPENSE & POSTAGE 4,853 485   4,367
    INFORMATION TECHNOLOGY & TELEPHONE 2,336 234   2,102
    INSURANCE 3,422 342   3,080
    ASSOCIATION DUES & MEMBERSHIPS 2,500 0   2,500
    BANK CHARGES 1,685 169   1,517
    MISCELLANEOUS 1,050 105   945
    NON-CAPITALIZED EQUIPMENT/RENTALS/REPAIRS 20,753 491   20,263


    TY 2020 OtherIncomeSchedule2
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL NII TAX REFUND 4,125   4,125


    TY 2020 OtherIncreasesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Amount
    UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) 3,800,005
    ROUNDING 3


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 0 297,500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT CONSULTING & MANAGEMENT 328,697 328,697   0
    PAYROLL & RETIREMENT PLAN FEES 753 75   678
    OTHER CHARITABLE CONSULTING 54,260 0   54,260


    TY 2020 TaxesSchedule
    Name:
    THE SARTAIN LANIER FAMILY FOUNDATION INC
    EIN:
    58-6045056
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 13,425 1,342   12,082
    FEDERAL NET INVESTMENT INCOME EXCISE TAXES 120,000 0   0