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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
BRADLEY-TURNER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 140
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, GA31902
A Employer identification number

58-6032142
B Telephone number (see instructions)

(706) 571-6040
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$245,583,253
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,838,527
2 Check bullet.............
3 Interest on savings and temporary cash investments 42,848 42,848  
4 Dividends and interest from securities... 3,700,964 3,700,964  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,006,724
b Gross sales price for all assets on line 6a 33,927,927
7 Capital gain net income (from Part IV, line 2)... 7,006,724
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)....... 182,576 182,576  
12 Total. Add lines 1 through 11........ 14,771,639 10,933,112  
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)....... 79,549 79,549   0
c Other professional fees (attach schedule).... 650,396 650,396   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 90,949 30,949   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 251,370 194,848   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,072,264 955,742   0
25 Contributions, gifts, grants paid....... 10,752,745 10,752,745
26 Total expenses and disbursements. Add lines 24 and 25 11,825,009 955,742   10,752,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,946,630
b Net investment income (if negative, enter -0-) 9,977,370
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............   1 1
2 Savings and temporary cash investments......... 11,232,829 8,596,561 8,596,561
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)....... 28,701,638 Click to see attachment28,329,968 146,902,673
c Investments—corporate bonds (attach schedule)....... 7,523,777 Click to see attachment8,807,958 8,822,987
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 45,639,670 Click to see attachment55,834,431 79,828,031
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,433,000 Click to see attachment1,433,000 Click to see attachment1,433,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 94,530,914 103,001,919 245,583,253
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........ 94,530,914 103,001,919
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)..... 94,530,914 103,001,919
30 Total liabilities and net assets/fund balances (see instructions). 94,530,914 103,001,919
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
94,530,914
2
Enter amount from Part I, line 27a .....................
2
2,946,630
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,332,651
4
Add lines 1, 2, and 3 ..........................
4
105,810,195
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,808,276
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,001,919
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d GAINS FROM PASSTHROUGH ENTITIES P    
e 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 15,567,707   14,622,191 945,516
b 17,775,466   12,293,771 5,481,695
c 108,329   5,241 103,088
d 453,201     453,201
e 23,224     23,224
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       945,516
b       5,481,695
c       103,088
d       453,201
e       23,224
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 7,006,724
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 138,685
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- ..... 5 138,685
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 118,608
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 178,608
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,138
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 38,785
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38,785 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletSYNOVUS TRUST COMPANY NA Telephone no.bullet (706) 649-2399

    Located atbullet1111 BAY AVENUECOLUMBUSGA ZIP+4bullet31901
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    GILBERT MILLER CHAIRMAN
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    KATIE KRIEG VICE CHAIRMAN
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    WORTH WILLIAMS SECRETARY
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    JOHN TURNER TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    ELIZABETH CORN TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    ABBY IRBY TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    STEVE BUTLER TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    BETSY RAMSAY TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    SALLIE MARTIN TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    LANE RILEY TREASURER
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    BECKY MILLER TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    ELIZABETH OGIE TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    LANDY SUDDUTH TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    HILTON BALL TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    ELIZABETH CLIATT TRUSTEE
    0.00
    0 0 0
    PO BOX 140
    COLUMBUS,GA31902
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    SYNOVUS TRUST COMPANY INVESTMENT & MANAGEMENT FEES 650,396
    1148 BROADWAY
    COLUMBUS,GA31902
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 NONE 0
    2  
    3  
    4  
    Part VIII-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 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. 433,000
    2 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $1,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $1,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $1,000,000. 1,000,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,433,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    248,901,706
    b
    Average of monthly cash balances.......................
    1b
    9,349,554
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,433,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    259,684,260
    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
    259,684,260
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,895,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    255,788,996
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    12,789,450
    Part X
    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 IX, line 6..................
    1
    12,789,450
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    138,685
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    138,685
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,650,765
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,650,765
    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 XII, line 1 ...
    7
    12,650,765
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 12,650,765
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 577,575
    b From 2017...... 5,092,033
    c From 2018......  
    d From 2019......  
    e From 2020...... 838,022
    f Total of lines 3a through e ........ 6,507,630
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 12,185,745
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 12,185,745
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 465,020 465,020
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,042,610
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    112,555
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    5,930,055
    10 Analysis of line 9:
    a Excess from 2017.... 5,092,033
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 838,022
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    PHYLLIS WAGNER EXECUTIVE SECRETARY
    PO BOX 140
    COLUMBUS,GA31902
    (706) 644-3578
    PHYLLISWAGNER@SYNOVUS.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN RED CROSS (448 SHS COCA COLA CO)
    431 18TH SREET NW
    WASHINGTON,DC20006
    UNRELATED PC GENERAL AND OPERATING 25,137
    ANDREW COLLEGE (3571 SHS COCA COLA CO)
    501 COLLEGE STREET
    CUTHBERT,GA39840
    UNRELATED PC GENERAL AND OPERATING 200,369
    ASBURY THEOLOGICAL SEMINARY (5609 SHS SYNOVUS FINL CORP)
    204 N LEXINGTON AVE
    WILMORE,KY40390
    UNRELATED PC GENERAL AND OPERATING 279,889
    ATLANTA CHILDREN'S SHELTER
    607 PEACHTREE ST NE
    ATLANTA,GA30308
    UNRELATED PC GENERAL AND OPERATING 50,000
    ATLANTA MUSIC PROJECT (564 SHS COCA-COLA CO)
    883 DILL AVE SW
    ATLANTA,GA30310
    UNRELATED PC GENERAL AND OPERATING 30,851
    B&GC ENDOWMWNT FUND (1301 SHS GLOBAL PAYMENTS)
    PO BOX 411
    OSHKOSH,WI54903
    UNRELATED PC GENERAL AND OPERATING 250,949
    B&GC ENDOWMWNT FUND (3032 SHS SYNOVUS FINL CORP)
    PO BOX 411
    OSHKOSH,WA54903
    UNRELATED PC GENERAL AND OPERATING 151,297
    B&GC ENDOWMWNT FUND (626 SHS GLOBAL PAYMENTS)
    PO BOX 411
    OSHKOSH,WA54903
    UNRELATED PC GENERAL AND OPERATING 100,673
    BAPTIST HEALTH SYSTEMS FOUNDATION (1032 SHS GLOBAL PAYMENTS)
    1660 PRUDENTIAL DR 203
    JACKSONVILLE,FL32207
    UNRELATED PC GENERAL AND OPERATING 200,817
    BELOCO FOUNDATION (179 SHS GLOBAL PAYMENTS)
    PO BOX 140
    COLUMBUS,GA319020140
    UNRELATED PF GENERAL AND OPERATING 36,734
    BELOCO FOUNDATION (193 SHS GLOBAL PAYMENTS)
    PO BOX 140
    COLUMBUS,GA319020140
    UNRELATED PF GENERAL AND OPERATING 36,693
    BELOCO FOUNDATION (223 SHS GLOBAL PAYMENTS)
    PO BOX 140
    COLUMBUS,GA319020140
    UNRELATED PF GENERAL AND OPERATING 43,894
    BELOCO FOUNDATION (233 SHS GLOBAL PAYMENTS)
    PO BOX 140
    COLUMBUS,GA319020140
    UNRELATED PF GENERAL AND OPERATING 36,824
    BELOCO FOUNDATION (695 SHS COCA COLA CO)
    PO BOX 140
    COLUMBUS,GA319020140
    UNRELATED PF GENERAL AND OPERATING 40,581
    BROOKSTONE SCHOOL (173 SHS GLOBAL PAYMENTS)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 34,039
    BROOKSTONE SCHOOL (282 SHS ACUITY BRAND INC)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 34,788
    BROOKSTONE SCHOOL (4146 SHS SYNOVUS FINL CORP)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 205,227
    BROOKSTONE SCHOOL (4469 SHS SYNOVUS FINL CORP)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 192,703
    BROOKSTONE SCHOOL (632 SHS ACUITY BRAND INC)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 114,714
    BROOKSTONE SCHOOL (738 SHS SYNOVUS FINL CORP)
    440 BRADLEY PARK DRIVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 33,786
    CALVARY CHRISTIAN SCHOOL
    7556 OLD MOON ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 10,000
    CENTER FOR GLOBAL HEALTH INNOVATION
    999 PEACHTREE SUITE NE SUITE 1800
    ATLANTA,GA30309
    UNRELATED PC GENERAL AND OPERATING 30,000
    CHATTAHOOCHEE RIVER CONSERVANCY
    1212 3RD AVE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 1,000
    CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE
    2602 COLLEGE DR
    PHENIX CITY,AL36869
    UNRELATED PC GENERAL AND OPERATING 5,000
    CHILDREN'S HEALTHCARE OF ATLANTA (1221 SHS COCA CO)
    1575 NORTHEAST EXPRESSWAY NE
    BROOKHAVEN,GA30329
    UNRELATED PC GENERL AND OPERATING 66,789
    CHILDREN'S HEALTHCARE OF ATLANTA (6303 SHS COCA CO)
    1575 NORTHEAST EXPRESSWAY NE
    BROOKHAVEN,GA30329
    UNRELATED PC GENERAL AND OPERATING 333,555
    CHILDREN'S HEALTHCARE OF ATLANTA (729 SHS SYNOVUS FINL CORP)
    1575 NORTHEAST EXPRESSWAY NE
    BROOKHAVEN,GA30329
    UNRELATED PC GENERAL AND OPERATING 33,374
    CLASSIC CITY COMMUNITY CHURCH (329 SHS SYNOVUS FINL CORP)
    386 N MILLEDGE AVE
    ATHENS,GA30601
    UNRELATED PC GENERAL AND OPERATING 15,180
    CLEMENT ARTS (533 SHS COCA COLA CO)
    PO BOX 1142
    FORTSON,GA31808
    UNRELATED PC GENERAL AND OPERATING 30,274
    COLUMBIA INTERNATIONAL UNIVERSITY
    7435 MONTICELLO ROAD
    COLUMBIA,SC29203
    UNRELATED PC GENERAL AND OPERATING 35,000
    COLUMBUS BOTANICAL GARDENS (362 SHS GLOBAL PAYMENTS)
    3603 WEEMS ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 75,010
    COLUMBUS BOTANICAL GARDENS (626 SHS GLOBAL PAYMENTS)
    3603 WEEMS ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 100,673
    COLUMBUS BOTANICAL GARDENS (894 SHS COCA COLA CO)
    3603 WEEMS ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 50,162
    COLUMBUS BOTANICAL GARDENS
    3603 WEEMS ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 75,000
    COLUMBUS MUSEUM (1093 SHS SYNOVUS FINL CORP)
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 49,939
    COLUMBUS MUSEUM (189 SHS COCA COLA CO)
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 10,338
    COLUMBUS MUSEUM (2601 SHS GLOBAL PAYMENTS)
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 501,707
    COLUMBUS MUSEUM (4352 SHS SYNOVUS FINL CORP)
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 215,818
    COLUMBUS MUSEUM (52 SHS GLOBAL PAYMENTS)
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 10,231
    COLUMBUS STATE UNIVERSITY FOUNDATION (1729 SHS SYNOVUS FINL CORP)
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 74,544
    COLUMBUS STATE UNIVERSITY FOUNDATION (256 SHS GLOBAL PAYMENTS)
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 50,371
    COLUMBUS STATE UNIVERSITY FOUNDATION (580 SHS SYNOVUS FINL CORP)
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 27,527
    COLUMBUS STATE UNIVERSITY FOUNDATION (93 SHS COCA COLA CO)
    4225 UNIVERSITY AVENUE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 5,180
    COLUMBUS TECHNICAL COLLEGE FOUNDATION (52 SHS GLOBAL PAYMENTS)
    928 MANCHESTER EXPRESSWAY
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 10,232
    COLUMBUS TECHNICAL COLLEGE FOUNDATION
    928 MANCHESTER EXPRESSWAY
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 10,000
    COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (4628 SHS COCA COLA CO)
    1340 13TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 251,671
    COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (472 SHS COCA COLA CO)
    1340 13TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 251,949
    COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (537 SHS COCA COLA CO)
    1340 13TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 29,975
    COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (547 SHS SYNOVUS FINL CORP
    1340 13TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 24,992
    CURE CHILDHOOD CANCER (470 SHS COCA-COLA CO)
    200 ASHFORD CENTER N SUITE 250
    ATLANTA,GA30338
    UNRELATED PC GENERAL AND OPERATING 25,709
    EASTER SEALS OF WEST GEORGIA INC
    PO BOX 1690
    FORTSON,GA31808
    UNRELATED PC GENERAL AND OPERATING 2,500
    FEEDING THE VALLEY FOOD BANK (3660 SHS COCA COLA CO)
    6744 FLAT ROCK ROAD
    MIDLAND,GA31820
    UNRELATED PC GENERAL AND OPERATING 200,202
    FERST READERS INC (448 SHS COCA COLA CO)
    237 N 2ND ST
    MADISON,GA30650
    UNRELATED PC GENERAL AND OPERATING 25,137
    FLORENCE MARINA MUSEUM
    218 FLORENCE ROAD
    OMAHA,GA31821
    UNRELATED PC GENERAL AND OPERATING 50,000
    FOCUS ON THE FAMILY (1061 SHS SYNOVUS FINL CORP)
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO809201051
    UNRELATED PC GENERAL AND OPERATING 50,355
    FOR ALL NATIONS CHURCH
    5051 BUENA VISTA ROAD
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 20,000
    GEORGIA CENTER FOR OPPORTUNITY
    333 RESEARCH CT 210
    PEACHTREE CORNERS,GA30092
    UNRELATED PC GENERAL AND OPERATING 50,000
    GEORGIA MILITARY COLLEGE
    7300 BLACKMON ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 1,000
    GLOBAL MEDIA OUTREACH (1038 SHS SYNOVUS FINL CORP)
    PO BOX 208867
    DALLAS,TX753208867
    UNRELATED PC GENERAL AND OPERATING 51,381
    GRACE PRESBYTERIAN CHURCH (2120 SHS SYNOVUS FINL CORP)
    7211 BRITTON DR
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 100,615
    GREATER COLUMBUS SPORTS COUNCIL (1457 SHS SYNOVUS FINL CORP)
    400 4TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 66,701
    HAMMOND SCHOOL
    854 GALWAY LN
    COLUMBIA,SC29209
    UNRELATED PC GENERAL AND OPERATING 25,000
    HARRIS COUNTY BOARD OF COMMISSIONERS
    104 N COLLEGE ST
    HAMILTON,GA31811
    UNRELATED PC GENERAL AND OPERATING 50,000
    HISTORIC COLUMBUS FOUNDATION
    1440 2ND AVE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 60,000
    HISTORIC WESTVILLE (882 SHS COCA COLA CO)
    3557 S LUMPKIN ROAD
    COLUMBUS,GA31903
    UNRELATED PC GENERAL AND OPERATING 49,895
    HISTORIC WESTVILLE
    3557 S LUMPKIN ROAD
    COLUMBUS,GA31903
    UNRELATED PC GENERAL AND OPERATING 75,000
    HOLLAND AVENUE BAPTIST CHURCH
    801 12TH STREET
    CAYCE,SC29033
    UNRELATED PC GENERAL AND OPERATING 15,000
    HOUSE OF GOD
    7230 FLAT ROCK ROAD
    MIDLAND,GA31820
    UNRELATED PC GENERAL AND OPERATING 15,000
    INTERNATIONAL FRIENDSHIP MINISTRIES
    3404 UNIVERSITY AVE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 200,000
    KATE'S CLUB (470 SHS COCA COLA CO)
    1190 W DRUID HILLS DR NE SUITE T-80
    ATLANTA,GA30329
    UNRELATED PC GENERAL AND OPERATING 25,709
    LEAD CENTER FOR YOUTH
    680 MURPHY AVE SW SUITE 4128
    ATLANTA,GA30310
    UNRELATED PC GENERAL AND OPERATING 50,000
    LEADERSHIP MINISTRIES
    5901 PEACHTREE DUNWOODY ROAD
    ATLANTA,GA30328
    UNRELATED PC GENERAL AND OPERATING 30,000
    LLL PROJECT
    PO BOX 601
    SMITH STATION,AL36877
    UNRELATED PC GENERAL AND OPERATING 11,000
    LOVETT SCHOOL (261 SHS GLOBAL PAYMENTS)
    4075 PACES FERRY ROAD NW
    ATLANTA,GA30327
    UNRELATED PC GENERAL AND OPERATING 50,344
    MAYOR'S EDUCATION AND CHARITY BALL
    1620 EYE ST NW
    WASHINGTON,DC200064005
    UNRELATED PC GENERAL AND OPERATING 8,500
    MERCER UNIVERSITY (1041 SHS GLOBAL PAYMENTS)
    1501 MERCER UNIVERSITY DRIVE
    MACON,GA31207
    UNRELATED PC GENERAL AND OPERATING 200,798
    MERCER UNIVERSITY (3391 SHS SYNOVUS FINL CORP)
    1501 MERCER UNIVERSITY DRIVE
    MACON,GA31207
    UNRELATED PC GENERAL AND OPERATING 160,937
    MERCER UNIVERSITY (626 SHS GLOBAL PAYMENTS)
    1501 MERCER UNIVERSITY DRIVE
    MACON,GA31207
    UNRELATED PC GENERAL AND OPERATING 100,673
    MERCYMED OF COLUMBUS (1153 SHS SYNOVUS FINL CORP)
    3702 2ND AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 49,717
    MERCYMED OF COLUMBUS (521 SHS GLOBAL PAYMENTS)
    3702 2ND AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 100,496
    MERCYMED OF COLUMBUS (531 SHS SYNOVUS FINL CORP)
    3702 2ND AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 25,201
    MICAH'S PROMISE (131 SHS GLOBAL PAYMENTS)
    233 12TH ST STE 601
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 25,253
    MICAH'S PROMISE (377 SHS COCA COLA CO)
    233 12TH ST STE 601
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 20,622
    MID TREE CHURCH
    4078 MILGEN ROAD
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 50,431
    MIDTOWN DOWNTOWN
    1236 WILDWOOD AVENUE
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 1,500
    MIDTOWN FELLOWSHIP (39 SHS GLOBAL PAYMENTS)
    2415 12TH AVE SOUTH
    NASHVILLE,TN37204
    UNRELATED PC GENERAL AND OPERATING 7,868
    MIDTOWN FELLOWSHIP (438 SHS SYNOVUS FINL CORP)
    2415 12TH AVE SOUTH
    NASHVILLE,TN37204
    UNRELATED PC GENERAL AND OPERATING 20,209
    MILL DISTRICT (474 SHS COCA COLA CO)
    PO BOX 5312
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 25,084
    MILL DISTRICT
    PO BOX 5312
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 7,500
    MUSCOGEE COUNTY SCHOOL DISTRICT
    2960 MACON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 400,000
    NAOMI'S VILLAGE
    PO BOX 270057
    FLOWER MOUND,TX750270057
    UNRELATED PC GENERAL AND OPERATING 77,500
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K ST WW 550
    WASHINGTON,DC20006
    UNRELATED PC GENERAL AND OPERATING 2,000
    NATIONAL CENTER FOR YOUTH ISSUES (258 SHS GLOBAL PAYMENTS)
    PO BOX 22185
    CHATTANOOGA,TN374222185
    UNRELATED PC GENERAL AND OPERATING 50,540
    NATIONAL CENTER FOR YOUTH ISSUES
    PO BOX 22185
    CHATTANOOGA,TN374222185
    UNRELATED PC GENERAL AND OPERATING 5,000
    NATURE NOW INC (444 SHS COCA-COLA CO)
    PO BOX 1531
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 25,219
    NEXT GENERATION FOCUS
    6755 MAJORS ROAD
    CUMMING,GA30040
    UNRELATED PC GENERAL AND OPERATING 25,000
    OPEN DOOR COMMUNITY HOUSE INC (1787 SHS COCA COLA CO)
    2405 2ND AVENUE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 100,269
    PASTORAL INSTITUTE (893 SHS COCA COLA CO)
    2022 15TH AVENUE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 49,847
    PASTORAL INSTITUTE
    2022 15TH AVENUE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 40,000
    PIEDMONT COLUMBUS REGIONAL FOUNDATION (1041 SHS GLOBAL PAYMENTS)
    710 CENTER STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 200,798
    PIEDMONT COLUMBUS REGIONAL FOUNDATION (314 SHS GLOBAL PAYMENTS)
    710 CENTER STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 50,497
    PIEDMONT COLUMBUS REGIONAL FOUNDATION (51 SHS GLOBAL PAYMENTS)
    710 CENTER STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 10,223
    PRISON FELLOWSHIP
    PO BOX 1550
    MERRIFIELD,VA22116
    UNRELATED PC GENERAL AND OPERATING 5,000
    REFLECTIONS MINISTRIES
    1 PIEDMONT CENTER SUITE 130
    ATLANTA,GA30305
    UNRELATED PC GENERAL AND OPERATING 15,000
    RIGHT FROM THE START (1073 SHS COCA COLA CO)
    301 11TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 60,206
    RIVERCENTER FOR THE PERFORMING ARTS (395 SHS SYNOVUS FINL CORP)
    PO BOX 2425
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 18,225
    SAFE HOUSE MINISTRIES (181 SHS GLOBAL PAYMENTS)
    2101 HAMILTON ROAD
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 35,311
    SAFE HOUSE MINISTRIES (474 SHS COCA COLA CO)
    2101 HAMILTON ROAD
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 25,084
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607
    UNRELATED PC GENERAL AND OPERATING 45,000
    SOUND CHOICES PREGNANCY CLINIC (438 SHS SYNOVUS FINL CORP)
    1316 WYNNTON COURT
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 20,209
    SOUND CHOICES PREGNANCY CLINIC
    1316 WYNNTON COURT
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 20,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE ST 2080
    ATLANTA,GA30303
    UNRELATED PC GENERAL AND OPERATING 11,640
    ST ANDREWS PRESBYTERIAN CHURCH
    4980 HANCOCK ROAD
    MIDLAND,GA31820
    UNRELATED PC GENERAL AND OPERATING 25,000
    ST ANNE PACELLI CATHOLIC CHURCH (154 SHS GLOBAL PMTS)
    2020 KAY CIRCLE
    COLUMBUS,GA31907
    UNRELATED PC GENERAL AND OPERATING 20,069
    ST LUKE UNITED METHODIST CHURCH
    1104 2ND AVE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 300,000
    STANDING BOY INC
    1701-1891 OLD RIVER ROAD
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 5,000
    STATE CHARTER SCHOOLS FOUNDATION
    205 JESSE HILL JR DR SE
    ATLANTA,GA30303
    UNRELATED PC GENERAL AND OPERATING 10,000
    STEPS2WALK (1038 SHS SYNOVUS FINL CORP)
    4950 YOSEMITE ST F2-392
    GREENWOOD VILLAGE,CO80111
    UNRELATED PC GENERAL AND OPERATING 51,381
    STEWART COMMUNITY HOME (1845 SHS COCA COLA CO)
    1125 15TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 100,202
    TAKE THE CITY
    2910 2ND AVE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 50,000
    TEEN CHALLENGE INTERNATIONAL INC (509 SHS SYNOVUS FINL CORP)
    15 WEST 10TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 23,485
    TEEN CHALLENGE INTERNATIONAL INC
    15 WEST 10TH STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 176,700
    THE 18TH WARD
    3329 BELL STREET
    NEW ORLEANS,LA70119
    UNRELATED PC GENERAL AND OPERATING 25,000
    THE PATH PROJECT
    PO BOX 1309
    SNELLVILLE,GA30078
    UNRELATED PC GENERAL AND OPERATING 5,000
    THE TRUTH (319 SHS SYNOVUS FINL CORP)
    1820 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 15,140
    TRUTH SPRING (1298 SHS GLOBAL PAYMENTS)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 250,267
    TRUTH SPRING (105 SHS GLOBAL PAYMENTS)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 20,280
    TRUTH SPRING (2185 SHS SYNOVUS FINL CORP)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 100,029
    TRUTH SPRING (235 SHS GLOBAL PAYMENTS)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 39,936
    TRUTH SPRING (3640 SHS SYNOVUS FINL CORP)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 167,950
    TRUTH SPRING (4727 SHS COCA COLA CO)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 250,153
    TRUTH SPRING (763 SHS GLOBAL PAYMENTS)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 150,120
    TRUTH SPRING (85 SHS GLOBAL PAYMENTS)
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 16,724
    TRUTH SPRING
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 50,000
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (167 SHS GLOBAL PMTS)
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 20,090
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (2858 SHS SYNOVUS FINL)
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 141,071
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (468 SHS GLOBAL PAYMENTS
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 79,531
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (470 SHS COCA COLA CO)
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 25,709
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (8293 SHS COCA COLA CO)
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 500,670
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (926 SHS COCA COLA CO)
    PO BOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 50,356
    UPTOWN COLUMBUS (35 SHS GLOBAL PAYMENTS)'
    25 W 10TH ST 4
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 6,887
    WESTMINSTER SCHOOL (46 SHS GLOBAL PAYMENTS)
    2303 DOUBLE CHURCHES ROAD
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 10,032
    WYNN HOUSE (592 SHS GLOBAL PAYMENTS)
    1240 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 125,060
    YOUNG LIFE (329 SHS SYNOVUS FINL CORP)
    2750 SOWEGA DR
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 15,180
    YOUNG LIFE
    2750 SOWEGA DR
    COLUMBUS,GA31909
    UNRELATED PC GENERAL AND OPERATING 32,000
    YOUTH ORCHESTRA ASSOCIATION OF GREATER COLUMBUS INC (84 SHS ACCUITY BRAND)
    PO BOX 8612
    COLUMBUS,GA319088612
    UNRELATED PC GENERAL AND OPERATING 10,362
    Total .................................bullet 3a 10,752,745
    bApproved for future payment
    BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY
    1700 BUENA VISTA ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 500,000
    CHILDREN'S HEALTHCARE OF ATLANTA
    1575 NORTHEAST EXPRESSWAY NE
    BROOKHAVEN,GA30329
    UNRELATED PC GENERAL AND OPERATING 666,666
    COLUMBUS MUSEUM
    1251 WYNNTON ROAD
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 1,000,000
    DRAGONFLY TRAILS
    10TH AVENUE
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 500,000
    MERCER UNIVERSITY
    1501 MERCER UNIVERSITY DRIVE
    MACON,GA31207
    UNRELATED PC GENERAL AND OPERATING 600,000
    MILL DISTRICT
    PO BOX 5312
    COLUMBUS,GA31906
    UNRELATED PC GENERAL AND OPERATING 15,000
    PIEDMONT COLUMBUS REGIONAL FOUNDATION
    710 CENTER STREET
    COLUMBUS,GA31901
    UNRELATED PC GENERAL AND OPERATING 200,000
    SALVATION ARMY
    615 MANCHESTER EXPRESSWAY
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 1,000,000
    TRUTH SPRING
    3314 5TH AVENUE
    COLUMBUS,GA31904
    UNRELATED PC GENERAL AND OPERATING 250,000
    UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION
    POBOX 1157
    COLUMBUS,GA31902
    UNRELATED PC GENERAL AND OPERATING 4,050,000
    Total .................................bullet 3b 8,781,666
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 42,848  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 7,006,724  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 10,933,112 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,933,112
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    BRADLEY-TURNER FOUNDATION INC
     
    Employer identification number

    58-6032142
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BRADLEY-TURNER FOUNDATION INC
     
    Employer identification number
    58-6032142
    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
    TR #31A380018 2012 SARAH T BUTLER CHARITABLE LEAD TRUST
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 299,091


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    STEPHEN T BUTLER
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    STEPHEN T BUTLER
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 1,420,308


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    STEPHEN T BUTLER
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 351,766


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 36


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 565,436


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    BRADLEY-TURNER FOUNDATION INC
     
    Employer identification number
    58-6032142
    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
    WILLIAM B TURNER JR
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 401,244


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    KENT H BUTLER
     
    PO BOX 23024
     
    COLUMBUS, GA319023024

    $ 750,648


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    BRADLEY-TURNER FOUNDATION INC
     
    Employer identification number

    58-6032142
    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
    10,610 SHS GLOBAL PMTS INC $ 1,420,308 2021-12-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    9,958 SHS GREEN DOT CORP CL A $ 351,766 2021-12-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    2,381 SHS GLOBAL PMTS INC $ 565,436 2021-01-12
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    8,756 SHS SYNOVUS FINL CORP $ 401,244 2021-12-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    12,978 SHS COCA COLA CO $ 750,648 2021-12-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BRADLEY-TURNER FOUNDATION INC
     
    Employer identification number

    58-6032142
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & ACCOUNTING FEES 79,549 79,549   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BELOCO FOUNDATION INC
     
    PO BOX 140
    COLUMBUS,GA319020140
    2021-12-01 194,726 SEE PDF ATTACHMENT 194,726   05/27/2022 2022-05-27 SEE PDF ATTACHMENT

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TR #62-A001-20-5 BONDS - SEE ATTACHMENT 7,173,746 7,196,363
    TR #62-A001-28-8 BONDS - SEE ATTACHMENT 527,963 524,301
    TR #62-A095-04-1 - SEE ATTACHMENT 1,106,249 1,102,323

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COCA-COLA - 760,832 SHARES 584,306 45,048,863
    SYNOVUS FINANCIAL CORPORATION - 448,492 SHARES 5,073,911 21,425,237
    GLOBAL PAYMENTS INC - 566,556 SHARES 19,300,662 76,587,040
    TR #62-A097-03-9 - SEE ATTACHMENT 3,371,088 3,480,655
    GREEN DOT CORP CL A 1 360,878

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) AT COST 613,585 925,360
    BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) AT COST 2,474,458 3,317,862
    BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC AT COST 3,363,675 5,586,294
    BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) AT COST 2,394,985 3,200,803
    BAY AVENUE OPPORTUNITY FUND, LLC AT COST 30,527 51,462
    BUTLER FAMILY INVESTMENTS, LLC AT COST 1,291,521 1,840,389
    TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT AT COST 17,413,603 23,492,961
    TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT AT COST 2,947,667 4,001,482
    TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT AT COST 1,731,815 1,750,204
    TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT AT COST 8,161,738 11,250,118
    TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT AT COST 5,152,269 10,421,421
    TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT AT COST 2,472,497 3,777,905
    TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT AT COST 1,410,390 1,682,638
    BUTLER FAMILY INVESTMENTS II, LLC AT COST 464,795 967,526
    USIP I, LLC AT COST 91,236 154,703
    MIDDLEGROUND PARTNERS I, LP AT COST 403,749 526,576
    IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP AT COST 415,444 667,348
    LEGACY VENTURES X, LLC AT COST 947,594 991,045
    BUTLER FAMILY INVESTMENTS III, LLC AT COST 427,169 891,120
    CHALLEN PARTNERS LTD AT COST 2,001,333 2,067,312
    BUTLER FAMILY INVESTMENTS IV, LLC AT COST 483,296 563,457
    MSD PRIVATE CREDIT OPPORTUNITY FUND 2, LP AT COST 673,484 751,719
    VISTA CREDIT PARTNERS FUND III, LP AT COST 308,872 789,597
    BUTLER FAMILY INESTMENTS V, LLC AT COST 158,729 158,729

    TY 2021 OtherAssetsSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION 433,000 433,000 433,000
    PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS 1,000,000 1,000,000 1,000,000


    TY 2021 OtherDecreasesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Description Amount
    DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIBUTIONS RECEIVED 2,808,276


    TY 2021 OtherExpensesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN CONVERSION & OTHER EXPENSES 9,378 9,378   0
    DEDUCTIONS FROM PASSTHROUGH ENTITIES 185,470 185,470   0
    NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 56,522 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VARIOUS 3,461 3,461 3,461
    VARIOUS PASSTHROUGH ENTITIES 179,115 179,115 179,115


    TY 2021 OtherIncreasesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Description Amount
    DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED 6,417,887
    ADJUST CARRYING VALUE OF INVESTMENTS 1,914,764


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT & MANAGEMENT FEES 650,396 650,396   0


    TY 2021 SubstantialContributorsSch
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Name Address
    SEE ATTACHED LIST  
     


    TY 2021 TaxesSchedule
    Name:
    BRADLEY-TURNER FOUNDATION INC
    EIN:
    58-6032142
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 60,000 0   0
    FOREIGN TAXES 30,949 30,949   0