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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)3455 PEACHTREE ROAD NE No 850
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303263257
A Employer identification number

82-3593907
B Telephone number (see instructions)

(404) 965-9300
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$19,047,061J 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) 5,010,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 111,426 111,426  
4 Dividends and interest from securities... 50,180 50,180  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 130,898
b Gross sales price for all assets on line 6a 7,153,885
7 Capital gain net income (from Part IV, line 2)... 130,898
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,302,504 292,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 66,855 42,113   24,742
17 Interest............... 987 955   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,491 62   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,041 0   1,041
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,725 12,515   1,071
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,099 55,645   26,854
25 Contributions, gifts, grants paid....... 575,100 575,100
26 Total expenses and disbursements. Add lines 24 and 25 667,199 55,645   601,954
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,635,305
b Net investment income (if negative, enter -0-) 236,859
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............. 2,000 2,000 2,000
2 Savings and temporary cash investments......... 298,076 85,403 85,403
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) 3,633,451 Click to see attachment4,690,748 4,819,489
b Investments—corporate stock (attach schedule)....... 6,992,566 Click to see attachment8,216,490 10,682,106
c Investments—corporate bonds (attach schedule)....... 1,264,213 Click to see attachment3,223,026 3,303,344
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,824 Click to see attachment129,169 154,719
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) 12,229,130 16,346,836 19,047,061
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 12,229,130 16,346,836
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,229,130 16,346,836
30 Total liabilities and net assets/fund balances (see instructions). 12,229,130 16,346,836
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,229,130
2
Enter amount from Part I, line 27a .....................
2
4,635,305
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,864,435
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
517,599
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,346,836
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 BT NN1594 - PUBLICLY TRADED SECURITIES      
b BT NN1594 - PUBLICLY TRADED SECURITIES      
c BT NN1613 - PUBLICLY TRADED SECURITIES      
d BT NN1613 - PUBLICLY TRADED SECURITIES      
e FAPE15      
FAPE15      
OW Cash Liquidation      
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 2,166,505   2,280,223 -113,718
b 138,379   141,895 -3,516
c 1,584,372   1,491,987 92,385
d 3,156,818   3,108,882 47,936
e 1,614     1,614
4,212     4,212
812     812
101,173     101,173
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       -113,718
b       -3,516
c       92,385
d       47,936
e       1,614
      4,212
      812
      101,173
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 2 130,898
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 3,292
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 3,292
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 3,292
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,512
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,512
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 10
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 2,210
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,210 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    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 ofbulletBESSEMER TRUST Telephone no.bullet (404) 965-9300

    Located atbullet3455 PEACHTREE ROAD NEATLANTAGA ZIP+4bullet303263257
    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
    D GAINES LANIER Director
    0.00     		0 0 0
    3455 PEACHTREE ROAD NE 850
    ATLANTA,GA303263257
    W TODD CARLISLE Secretary
    0.00     		0 0 0
    3455 PEACHTREE ROAD NE 850
    ATLANTA,GA303263257
    LINDSEY LANIER Director
    0.00     		0 0 0
    3455 PEACHTREE ROAD NE 850
    ATLANTA,GA303263257
    ASHLEY LANIER JENNINGS President
    0.00     		0 0 0
    3455 PEACHTREE ROAD NE 850
    ATLANTA,GA303263257
    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
    15,095,747
    b
    Average of monthly cash balances.......................
    1b
    355,164
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,450,911
    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
    15,450,911
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    231,764
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,219,147
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    760,957
    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
    760,957
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,292
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,292
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    757,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    757,665
    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
    757,665
    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
    601,954
    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
    601,954
    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
    601,954
    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 7 757,665
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 574,758
    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$ 601,954
    a Applied to 2019, but not more than line 2a 574,758
    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..... 27,196
    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 ..........     		730,469
    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).)
    D GAINES LANIER
    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
    ADULLAM HOUSE
    212 ADDULLAM ROAD
    WETUMPKA,AL36092     		    SECURITY GATE 14,000
    ALABAMA POLICY INSTITUTE
    2213 MORRIS AVE
    BIRMINGHAM,AL25203     		    POLICY CHANGE 5,000
    BABY STEPS
    414 NORTH COLLEGE STREET a
    AUBURN,AL36830     		    DAY CARE FOR COLLEGE MOTHERS 15,000
    BOYS AND GIRLS CLUBS OF NORTHWEST GA
    PO BOX 2939
    ROME,GA30164     		    ROOF FOR BOYS AND GIRLS CLUB 25,000
    CHRISTIAN SERVICE CENTER
    5342 CUSSETA ROAD
    LANETT,AL36863     		    FOOD AND SUPPLIES FOR NEEDY FAMILIES 10,000
    CUSSETA VOLUNTEER RURAL FIRE AND RESCUE
    4429 CO RD 299
    CUSSETA,AL36852     		    CAPITAL FUND FOR BUILDING 15,000
    FAULKNER UNIVERSITY
    5345 Atlanta HIGHWAY
    Montgomery,AL36109     		  PC GENERAL FUND DONATION TO PRIVATE UNIVERSITY 6,000
    FRIENDS OF CHAMBERS COUNTY DRUG COURT
    205 JARRETT STREET
    VALLEY,AL36854     		    GENERAL FUND TO HELP WITH RECOVERY 10,000
    GLOBAL IMPACT INTERNATIONAL
    1400 CRANE STREET SW
    ROME,GA30161     		    FOSTER CARE SUPPORT CENTER 30,000
    HADDIE'S HOME INC
    PO BOX 1525
    OPelika,AL36803     		    GROUP HOME FOR FOSTER CHILDREN 25,000
    LANETT CHURCH OF CHRIST
    706 S 13TH STREET
    LANETT,AL36863     		    FOR SHERRIFF'S RANCHES 100,000
    LIVINGPROOF RECOVERY INC
    408 SHORTER AVENUE
    ROME,GA30165     		    TRANSITIONAL HOUSING FOR WOMEN IN RECOVERY 25,000
    MARANNOOK INC
    PO BOX 581
    LAFAYETTE,AL36862     		    COUNSELOR TRAINING AND CAMPER SCHOLARSHIPS 100,000
    OPEN DOOR HOME
    P O BOX 2367
    ROME,GA30164     		    GROUP HOME FOR FOSTER CHILDREN 15,000
    POINT UNIVERSITY
    507 W 10TH STREET
    WEST POINT,GA31833     		    GENERAL SCHOLARSHIP FUND FOR PRIVATE COLLETE 100,100
    REDEEMING GRACE MINISTRIES
    P O BOX 3435
    AUBURN,AL36831     		    TRANSITIONAL HOUSING FOR WOMEN IN RECOVERY 40,000
    SPRINGWOOD SCHOOL
    1814 CHERRY DRIVE
    LANETT,AL36863     		    TECHNOLOGY 10,000
    THE WELLHOUSE
    P O BOX 868
    ODENVILLE,AL35120     		    GENERAL FUND FOR SEX TRAFFICKING VICTIMS 30,000
    Total .................................bullet 3a 575,100
    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 ...........     		    14 111,426  
    4 Dividends and interest from securities....     14 50,180  
    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 ............     		    18 130,898  
    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).. 0 292,504 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    292,504
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST
    Employer identification number

    82-3593907
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LINDSEY LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 3,842,133


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 5,383


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 32,744


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 8,130


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 69,249


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 112,821


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 21,839


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 34,280


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 19,534


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 10,654


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 59,207


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 5,639


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 22,035


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 5,044


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 21,301


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 9,423


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 44,459


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 8,127


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 4,945


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 48,577


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 32,596


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 7,452


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 24,843


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 7,503


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 6,271


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 7,761


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 137,981


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 13,294


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 28,316


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    31
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 34,537


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 33,869


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 21,161


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 10,470


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 16,228


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 8,909


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    37
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 40,128


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 44,558


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 27,837


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    40
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 8,614


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    41
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 57,816


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    42
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 5,847


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    82-3593907
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    43
    D GAINES LANIER
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 38,485


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 40 SHARES - ADVANCE AUTO PARTS $ 5,383 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 125 SHARES - ALIBABA GROUP HOLDINGS LTD $ 32,744 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 80 SHARES - ALLEGION PLC ORD $ 8,130 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 46 SHARES - ALPHABET INC CLASS C $ 69,249 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 36 SHARES - AMAZON.COM INC $ 112,821 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 300 SHARES - AMEREN CORP $ 21,839 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 100 SHARES - AMERICAN TOWER CORP $ 34,280 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    10
    		 150 SHARES - AMERICAN WATER WORKS CO $ 19,534 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    11
    		 35 SHARES - ANSYS INC $ 10,654 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    12
    		 155 SHARES - APPLE INC $ 59,207 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    13
    		 55 SHARES - APTARGROUP INC $ 5,639 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    14
    		 40 SHARES - BLACKROCK INC $ 22,035 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    15
    		 45 SHARES - CDW CORP/DE $ 5,044 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    16
    		 85 SHARES - CINTAS CORP $ 21,301 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    17
    		 33 SHARES - COOPER COS INC $ 9,423 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    18
    		 240 SHARES - DANAHER CORP $ 44,459 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    19
    		 85 SHARES - DOVER CORP $ 8,127 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    20
    		 30 SHARES - EQUIFAX INC $ 4,945 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    21
    		 200 SHARES - FACEBOOK INC A $ 48,577 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    22
    		 240 SHARES - FIDELITY NATL INFO SVCS $ 32,596 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    23
    		 110 SHARES - FORTIVE CO $ 7,452 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    24
    		 100 SHARES - HOME DEPOT $ 24,843 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    25
    		 200 SHARES - IAA INC $ 7,503 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    26
    		 40 SHARES - IDEX CORP $ 6,271 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    27
    		 45 SHARES - LAB CORP OF AMER HLDGS NEW $ 7,761 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    28
    		 645 SHARES - MICROSOFT CORP $ 137,981 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    29
    		 110 SHARES - NASDAQ INC. $ 13,294 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    30
    		 290 SHARES - NIKE INC CL B $ 28,316 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    31
    		 260 SHARES - PEPSICO INC $ 34,537 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    32
    		 170 SHARES - SALESFORCE COM $ 33,869 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    33
    		 50 SHARES - SERVICENOW INC $ 21,161 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    34
    		 70 SHARES - STERIS PLC $ 10,470 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    35
    		 80 SHARES - SYNOPSYS INC $ 16,228 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    36
    		 25 SHARES - TELEFLEX INC $ 8,909 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    37
    		 310 SHARES - TEXAS INSTRUMENTS INC $ 40,128 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    38
    		 115 SHARES - THERMO FISHER SCIENTIFIC $ 44,558 2020-07-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    39
    		 95 SHARES - UNITEDHEALTH GROUP INC $ 27,837 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    40
    		 50 SHARES - VERISK ANALYTICS INC CL A $ 8,614 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    41
    		 30 SHARES - VISA INC $ 57,816 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    42
    		 25 SHARES - WEST PHARMACEUTICAL SVC $ 5,847 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    43
    		 280 SHARES - ZOETIS INC $ 38,485 2020-07-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    D GAINES LANIER FAMILY FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    82-3593907
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Name of Bond End of Year Book Value End of Year Fair Market Value
    45000.00 BURLINGTN NORTH SANTA FE 50,611 51,026
    70000.00 VERISK ANALYTICS INC 79,301 79,226
    67000.00 MORGAN STANLEY 67,983 74,146
    45000.00 TYSON FOODS INC 44,198 45,463
    80000.00 CITIGROUP INC 79,904 91,001
    80000.00 BANK OF AMERICA CORP 80,022 88,120
    45000.00 GOLDMAN SACHS GRP INC FRN 45,182 45,434
    70000.00 NORTHROP GRUMMAN CORP 69,328 72,703
    70000.00 VISA INC 68,707 73,237
    50000.00 COMCAST CORP 54,868 55,116
    45000.00 HCA INC 49,282 50,624
    55000.00 AMAZON.COM INC 55,211 55,970
    50000.00 ESTEE LAUDER CO INC 54,887 55,152
    80000.00 ROPER TECHNOLOGIES INC 79,888 81,045
    45000.00 COCA-COLA CO/THE 50,906 51,609
    50000.00 ABBVIE INC 53,302 54,495
    70000.00 SOUTHWEST AIRLINES CO 82,252 83,221
    75000.00 BROADCOM CRP / CAYMN FI 80,989 81,129
    80000.00 KIMCO REALTY CORP 79,135 81,874
    79000.00 VERIZON COMMUNICATIONS 79,933 78,686
    50000.00 LABORATORY CORP OF AMER 51,378 51,493
    80000.00 D.R. HORTON INC 79,770 80,504
    80000.00 AMERICAN ELECTRIC POWER 82,648 82,335
    80000.00 CONAGRA BRANDS INC 79,204 80,687
    40000.00 JPMORGAN CHASE & CO 40,056 47,655
    81000.00 BRISTOL-MYERS SQUIBB CO 80,237 81,275
    75000.00 JABIL INC 80,401 80,178
    50000.00 MCDONALD'S CORP 54,436 55,623
    45000.00 SUNOCO LOGISTICS PARTNER 45,116 45,265
    55000.00 AIR PRODUCTS & CHEMICALS 55,320 57,287
    50000.00 PAYPAL HOLDINGS INC 51,216 52,294
    55000.00 MONDELEZ INTERNATIONAL 54,992 55,247
    45000.00 ENERGY TRANSFER OPERATNG 49,109 50,533
    80000.00 CONSTELLATION BRANDS INC 83,245 83,225
    71000.00 DUPONT DE NEMOURS INC 81,896 82,918
    55000.00 AMERICAN HONDA FINANCE 55,042 55,657
    85000.00 HP ENTERPRISE CO 84,900 87,217
    50000.00 CIGNA CORP 54,273 53,996
    75000.00 SOUTHERN CO GAS CAPITAL 78,828 78,700
    80000.00 KIMBERLY-CLARK CORP 80,274 81,082
    80000.00 VALERO ENERGY CORP 80,255 80,516
    80000.00 INTERCONTINENTALEXCHANGE 79,922 80,621
    70000.00 PACCAR FINANCIAL CORP 69,981 70,694
    50000.00 ANHEUSER-BUSCH CO/INBEV 54,115 56,534
    50000.00 QUALCOMM INC 49,873 53,880
    100000.00 CANADIAN IMPERIAL BANK 107,643 108,072
    53000.00 SHELL INTERNATIONAL FIN 52,545 57,001
    50000.00 NUTRIEN LTD 53,741 54,319
    45000.00 MAGNA INTERNATIONAL INC 46,721 49,259

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Name of Stock End of Year Book Value End of Year Fair Market Value
    135.00 CHARTER COMMUNICATIONS INC 69,633 89,309
    835.00 TENCENT HOLDINGS LTD 43,660 60,722
    172.00 MATCH GROUP INC 16,315 26,004
    250.00 SEA LTD ADR 11,901 49,762
    97.00 ALPHABET INC CLASS C 99,359 169,932
    465.00 FACEBOOK INC-A 77,044 127,019
    120.00 HOME DEPOT 18,666 31,874
    49.00 AMAZON.COM INC 52,013 159,589
    80.00 LVMH MOET HENNESSY VUITTON 35,285 50,154
    650.00 NIKE INC CL B 43,030 91,955
    440.00 ROSS STORES INC 42,372 54,036
    210.00 ALIBABA GROUP HOLDINGS LTD 29,132 48,873
    455.00 HILTON WORLDWIDE HOLDINGS 43,846 50,623
    110.00 BURLINGTON STORES INC 18,889 28,770
    670.00 DOLLARAMA INC 22,176 27,272
    175.00 ADVANCE AUTO PARTS 19,999 27,564
    275.00 WYNDHAM HOTELS & RESORTS 15,216 16,346
    460.00 PEPSICO INC 48,026 68,218
    490.00 US FOODS HOLDING CORP 12,655 16,321
    66447.69 OW CREDIT INCOME FUND 664,476 678,430
    185.00 PIONEER NATURAL RESOURCES 27,014 21,069
    1025.00 CONOCOPHILLIPS 49,826 40,989
    190.00 NASDAQ INC. 15,506 25,220
    780.00 CITIGROUP INC 41,663 48,094
    2680.00 BANK OF AMERICA CORP 74,989 81,230
    60.00 BLACKROCK INC 27,120 43,292
    650.00 SCHWAB CHARLES CORP NEW 31,956 34,476
    95.00 S&P GLOBAL INC. 28,162 31,229
    970.00 BLACKSTONE GROUP INC 54,925 62,865
    150.00 AON PLC 31,007 31,690
    225.00 CHUBB LIMITED 30,321 34,632
    171.00 THERMO FISHER SCIENTIFIC 29,562 79,648
    83.00 COOPER COS INC 18,849 30,155
    505.00 IQVIA HOLDINGS INC 75,464 90,480
    135.00 STERIS PLC 12,287 25,587
    365.00 ZOETIS INC 24,898 60,407
    345.00 DANAHER CORP 31,715 76,638
    110.00 LAB CORP OF AMER HLDGS NEW 16,447 22,390
    215.00 UNITEDHEALTH GROUP INC 55,986 75,396
    68.00 TELEFLEX INC 19,054 27,986
    30.00 WEST PHARMACEUTICAL SVC 4,115 8,499
    80.00 VERISK ANALYTICS INC-CL A 9,730 16,607
    440.00 IAA INC 13,483 28,591
    55.00 IDEX CORP 6,371 10,956
    60.00 L3 HARRIS TECHNOLOGIES INC 9,507 11,341
    150.00 EQUIFAX INC 20,617 28,926
    485.00 UNION PACIFIC CORP 82,190 100,986
    2900.00 RENTOKIL INITIAL PLC 15,996 20,176
    120.00 CINTAS CORP 19,492 42,415
    605.00 FORTIVE CO 35,875 42,846
    360.00 SAFRAN SA 43,359 51,221
    165.00 DOVER CORP 11,667 20,831
    360.00 SMITH A O CORP 17,097 19,735
    720.00 VISA INC 89,261 157,485
    101.00 SERVICENOW INC 24,422 55,593
    31.00 PAYCOM SOFTWARE INC 10,205 14,019
    260.00 SS&C TECHNOLOGIES HOLDINGS 16,301 18,915
    145.00 CDW CORP/DE 14,834 19,109
    1115.00 MICROSOFT CORP 90,034 247,998
    135.00 SYNOPSYS INC 13,639 34,997
    530.00 TEXAS INSTRUMENTS INC 54,012 86,988
    80.00 NICE LTD ADR 13,304 22,683
    50.00 ASML HOLDING 22,423 24,391
    130.00 ADOBE INC 56,422 65,015
    1480.00 APPLE INC 66,878 196,381
    70.00 ANSYS INC 10,840 25,466
    70.00 ASPEN TECHNOLOGY 9,281 9,117
    165.00 CMC MATERIALS INC 22,864 24,964
    335.00 AMPHENOL CORP 31,485 43,807
    135.00 WEX INC 23,034 27,476
    540.00 FIDELITY NATL INFO SVCS 50,619 76,388
    255331.31 OW LARGE CAP STRATEGIES FD 3,558,501 4,376,378
    145.00 APTARGROUP INC 14,682 19,849
    215.00 AIR PRODUCTS & CHEMICALS 55,899 58,742
    270.00 AMERICAN TOWER CORP 48,307 60,604
    94053.76 OW SMALL & MIDCAP STRAT FD 1,505,000 1,732,470
    445.00 AMEREN CORP 29,082 34,736
    190.00 AMERICAN WATER WORKS CO 15,218 29,159

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    US Government Securities - End of Year Book Value:

    4,690,748
    US Government Securities - End of Year Fair Market Value:

    4,819,489
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    141580.48 5TH AVE PRIV EQUITY 15 T1 AT COST 129,168 154,719
    FIFTH AVENUE REAL ASSETS 5 AT COST 1 0

    TY 2020 OtherDecreasesSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Description Amount
    Tax Basis to Book Value of Donated Stocks 517,599


    TY 2020 OtherExpensesSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE 272 0   272
    INSURANCE 799 0   799
    PASS THROUGH ENTITY EXPENSES 11,968 11,968   0
    PASS THROUGH ENTITY EXPENSES 3,139 0   0
    PASS THROUGH ENTITY EXPENSES 547 547   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax preparation fees 4,000 0   4,000
    Investment Fees 62,855 42,113   20,742


    TY 2020 TaxesSchedule
    Name:
    D GAINES LANIER FAMILY FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    82-3593907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal taxes 6,285 0   0
    Foreign taxes withheld 62 62   0
    Foreign taxes withheld in excess 144 0   0