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
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 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$20,188,551J 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) 12,800
2 Check bullet.............
3 Interest on savings and temporary cash investments 116,414 116,282  
4 Dividends and interest from securities... 117,132 117,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 873,370
b Gross sales price for all assets on line 6a 8,398,888
7 Capital gain net income (from Part IV, line 2)... 873,370
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,119,716 1,106,784  
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 104,092 55,672   48,420
17 Interest............... 2,081 2,081   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,963 180   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 820 0   820
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 31,772 0   1,765
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 141,728 57,933   51,005
25 Contributions, gifts, grants paid....... 715,300 715,300
26 Total expenses and disbursements. Add lines 24 and 25 857,028 57,933   766,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 262,688
b Net investment income (if negative, enter -0-) 1,048,851
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............. 2,000 5,000 5,000
2 Savings and temporary cash investments......... 85,403 548,785 548,785
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)....... 8,216,490 Click to see attachment8,013,229 11,438,309
c Investments—corporate bonds (attach schedule)....... 7,913,774 Click to see attachment7,634,039 7,629,970
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 129,169 Click to see attachment408,471 566,487
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) 16,346,836 16,609,524 20,188,551
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........ 16,346,836 16,609,524
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)..... 16,346,836 16,609,524
30 Total liabilities and net assets/fund balances (see instructions). 16,346,836 16,609,524
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
16,346,836
2
Enter amount from Part I, line 27a .....................
2
262,688
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,609,524
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,609,524
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 NN1594      
b NN1594      
c NN1613      
d NN1613      
e ALTERNATIVE INVESTMENTS P    
ALTERNATIVE INVESTMENTS P    
NET 1231 INCOME P    
OW MULTI-ASSETS P    
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 411,590   425,714 -14,124
b 1,175,155   726,687 448,468
c 3,940,800   3,966,335 -25,535
d 2,453,805   2,406,782 47,023
e 11,035     11,035
17,903     17,903
46     46
228     228
388,326     388,326
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       -14,124
b       448,468
c       -25,535
d       47,023
e       11,035
      17,903
      46
      228
      388,326
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 2 873,370
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 14,579
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 14,579
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,510
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,510
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 33
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 1,898
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,898 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)
    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 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. ...............................
    10
     
    No
    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 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 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)
     
    No
    (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
     
     
    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)
     
    No
    (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
     
     
    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
     
     
    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? .............................
    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
    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 (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
    NONE
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    19,721,382
    b
    Average of monthly cash balances.......................
    1b
    168,532
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,889,914
    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
    19,889,914
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    298,349
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,591,565
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    979,578
    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
    979,578
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,579
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,579
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    964,999
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    964,999
    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
    964,999
    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 7 964,999
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 730,469
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 766,305
    a Applied to 2020, but not more than line 2a 730,469
    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..... 35,836
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		929,163
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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).)
    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 (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
    BRIARWOOD PRESBYTERIAN CHRUCH DBA CAMPUS OUTREACH BIRMINGHAM
    2200 BRIARWOOD WAY
    BIRMINGHAM,AL35243     		    GENERAL FUND 25,000
    CAMPUS OUTREACH SERVE
    2500 SOUTHLAKE PARK STE 200
    HOOVER,AL35244     		    GENERAL FUND 25,000
    CIRCLE OF CARE
    2200 35TH PLACE
    VALLEY,AL36854     		    SOFTWARE 3,000
    CIRCLE OF CARE
    2200 35TH PLACE
    VALLEY,AL36854     		    GENERAL FUND 200,000
    CIRCLE OF CARE
    2200 35TH PLACE
    VALLEY,AL36854     		    GRANT FOR DEVELOPMENT COORDINATOR 60,000
    CIRCLE OF CARE
    2200 35TH PLACE
    VALLEY,AL36854     		    TRANSITIONAL HOUSING 100,000
    EMAC FOUNDATION
    2000 PEPPERELL PKWY
    OPELIKA,AL36801     		    NICU CAMPAIGN 25,000
    MARANNOK INC
    P O BOX 581
    laFAYETTE,AL36862     		    CAMP IMPROVEMENTS 100,000
    MARANNOOK INC
    PO BOX 581
    LAFAYETTE,AL36862     		    GENERAL FUND 50,000
    THE EAGLES FOUNDATION
    648 MONTICELLO COURT
    AUBURN,AL36830     		    SCHOLARSHIPS 50,000
    THE GLOBAL IMPACT INTERNATIONAL
    1400 CRANE ST SW
    ROME,GA30161     		    RESTORATION ROME PHASE 3. HEALTH FACILITY FOR UNDERSERVED POPULATION 50,000
    THE VALLEY UNITED FUND
    PO BOX 205
    WEST POINT,GA31833     		    GENERAL FUND 25,000
    THE WELLHOUSE
    P O BOX 868
    ODENVILLE,AL35120     		    GENERAL FUND 2,300
    Total .................................bullet 3a 715,300
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 116,414  
    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 ............     		    18 873,370  
    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 1,106,916 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,106,916
    (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
    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) (2021)
    Schedule B (Form 990) (2021) 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
    HENRY CARSON JACKSON JR
    3455 PEACHTREE ROAD NE 850
     
    ATLANTA, GA30326

    		$ 12,800


    (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) (2021)
    Schedule B (Form 990) (2021)
    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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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
    80000.00 NEXTERA ENERGY CAPITAL 80,354 79,834
    80000.00 KIMCO REALTY CORP 79,135 78,921
    75000.00 ROPER TECHNOLOGIES INC 81,443 77,693
    21000.00 JPMORGAN CHASE & CO 21,196 20,824
    45000.00 HCA INC 48,090 48,411
    50000.00 COMCAST CORP 53,456 53,135
    70000.00 VISA INC 68,707 71,279
    70000.00 BROADCOM INC 78,243 76,552
    75000.00 MOODY'S CORPORATION 82,049 80,148
    80000.00 BLACKROCK INC 79,288 79,390
    80000.00 PIONEER NATURAL RESOURCE 80,330 77,813
    80000.00 CHEVRON USA INC 79,433 78,405
    75000.00 SOUTHERN CAL EDISON 74,993 74,362
    80000.00 CHARLES SCHWAB CORP 80,461 80,959
    50000.00 GENERAL MOTORS FINL CO 55,015 53,870
    70000.00 ROSS STORES INC 77,565 76,639
    80000.00 AIR LEASE CORP 79,516 78,409
    75000.00 CONSTELLATION BRANDS INC 82,040 79,010
    80000.00 D.R. HORTON INC 79,770 77,424
    70000.00 SOUTHWEST AIRLINES CO 80,425 80,120
    50000.00 SHERWIN-WILLIAMS CO 54,598 53,218
    35000.00 BP CAP MARKETS AMERICA 39,576 38,850
    50000.00 ESTEE LAUDER CO INC 54,389 51,834
    50000.00 HP ENTERPRISE CO 50,032 50,007
    80000.00 CONAGRA BRANDS INC 79,204 76,865
    25000.00 AMAZON.COM INC 24,995 24,980
    25000.00 GENERAL MOTORS FINL CO 27,228 26,641
    45000.00 GOLDMAN SACHS GRP INC FRN 45,075 45,146
    80000.00 BANK OF AMERICA CORP 80,018 84,215
    80000.00 CITIGROUP INC 79,904 86,285
    44000.00 ENERGY TRANSFER PARTNERS 49,649 49,616
    70000.00 VERISK ANALYTICS INC 77,140 75,361
    50000.00 QUALCOMM INC 49,873 52,105
    55000.00 AIR PRODUCTS & CHEMICALS 55,257 55,272
    50000.00 PAYPAL HOLDINGS INC 50,946 50,617
    50000.00 MCDONALD'S CORP 53,558 53,067
    75000.00 ABBVIE INC 81,489 79,704
    31000.00 HP ENTERPRISE CO 35,012 34,402
    80000.00 KIMBERLY-CLARK CORP 80,234 77,541
    75000.00 SOUTHERN CO GAS CAPITAL 77,483 76,681
    27000.00 CIGNA CORP 28,521 28,102
    55000.00 AMERICAN HONDA FINANCE 55,028 55,058
    55000.00 MONDELEZ INTERNATIONAL 54,992 55,036
    80000.00 VALERO ENERGY CORP 80,182 79,918
    22000.00 JPMORGAN CHASE & CO 22,027 24,570
    80000.00 INTERCONTINENTALEXCHANGE 79,922 79,932
    71000.00 DUPONT DE NEMOURS INC 79,697 78,452
    75000.00 JABIL INC 77,710 76,982
    80000.00 PUBLIC STORAGE 80,017 79,862
    35000.00 MORGAN STANLEY 35,219 34,641
    45000.00 MORGAN STANLEY 45,010 44,289
    79000.00 VERIZON COMMUNICATIONS 79,879 74,771
    80000.00 LOWE'S COS INC 79,906 78,373
    43000.00 UNION PACIFIC CORP 49,833 48,269
    80000.00 BANK OF MONTREAL 79,876 78,901
    45000.00 MAGNA INTERNATIONAL INC 46,206 47,393
    53000.00 SHELL INTERNATIONAL FIN 52,545 54,220
    100000.00 CANADIAN IMPERIAL BANK 105,469 104,319
    17000.00 US TREASURY BONDS 16,497 17,652
    295000.00 US TREASURY NOTES 273,076 300,139
    63000.00 US TREASURY N/B 61,876 63,881
    85000.00 US TREASURY NOTES 86,275 86,009
    713000.00 US TREASURY NOTES 725,672 722,135
    207389.00 TSY INFLATION INDEX BOND 207,495 220,774
    84000.00 US TREASURY N/B 87,711 86,940
    41000.00 US TREASURY NOTES 44,972 43,062
    117000.00 US TREASURY NOTE 124,039 120,528
    217000.00 US TREASURY NOTES 220,342 226,086
    734000.00 US TREASURY N/B 770,666 756,478
    20000.00 US TREASURY NOTE 20,179 20,025
    32000.00 US TREASURY NOTES 32,650 33,070
    587000.00 US TREASURY NOTES 585,580 582,987
    21000.00 US TREASURY N/B 21,004 20,986
    100000.00 US TREASURY NOTES 96,996 97,390
    142000.00 US TREASURY N/B 124,682 129,308
    127000.00 US TREASURY NOTES 125,940 125,134
    144000.00 US TREASURY N/B 143,527 141,300
    149000.00 US TREASURY N/B 145,652 147,393

    TY 2021 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
    120.00 SEA LTD ADR 5,307 26,845
    212.00 MATCH GROUP INC 22,236 28,037
    410.00 META PLATFORMS INC 66,684 137,903
    77.00 ALPHABET INC CLASS C 76,255 222,806
    55.00 CHARTER COMMUNICATIONS INC 26,403 35,858
    70.00 LVMH MOET HENNESSY VUITTON 30,739 57,638
    565.00 NIKE INC CL B 35,352 94,168
    380.00 ROSS STORES INC 36,374 43,426
    75.00 HOME DEPOT 11,062 31,125
    39.00 AMAZON.COM INC 39,592 130,039
    205.00 WYNDHAM HOTELS & RESORTS 10,423 18,378
    91.00 BURLINGTON STORES INC 16,862 26,527
    365.00 APTIV PLC 55,492 60,206
    110.00 EXPEDIA GROUP INC 18,122 19,879
    770.00 DOLLARAMA INC 26,078 38,511
    10.00 MERCADOLIBRE INC 15,507 13,484
    39.00 DOMINOS PIZZA 15,428 22,008
    155.00 ADVANCE AUTO PARTS 17,221 37,181
    405.00 HILTON WORLDWIDE HOLDINGS 38,227 63,175
    410.00 PEPSICO INC 42,226 71,221
    990.00 US FOODS HOLDING CORP 30,349 34,481
    66447.69 OW CREDIT INCOME FUND 664,476 670,457
    165.00 PIONEER NATURAL RESOURCES 23,314 30,010
    895.00 CONOCOPHILLIPS 42,251 64,601
    970.00 SCHWAB CHARLES CORP NEW 50,941 81,577
    380.00 JPMORGAN CHASE & CO 58,526 60,173
    650.00 BLACKSTONE INC 35,264 84,103
    115.00 S&P GLOBAL INC. 39,081 54,271
    2395.00 BANK OF AMERICA CORP 65,436 106,553
    160.00 NASDAQ INC. 12,666 33,601
    70.00 MSCI INC 30,823 42,888
    695.00 CITIGROUP INC 36,101 41,971
    89.00 AON PLC 19,195 26,749
    135.00 STERIS PLC 12,287 32,860
    270.00 CATALENT INC 29,168 34,568
    315.00 ZOETIS INC 20,890 76,869
    415.00 IQVIA HOLDINGS INC 61,872 117,088
    83.00 COOPER COS INC 18,849 34,772
    235.00 DANAHER CORP 20,400 77,317
    69.00 LAB CORP OF AMER HLDGS NEW 9,755 21,680
    115.00 THERMO FISHER SCIENTIFIC 18,422 76,732
    190.00 UNITEDHEALTH GROUP INC 49,390 95,406
    76.00 TELEFLEX INC 21,579 24,964
    420.00 IAA INC 14,075 21,260
    217.00 UNION PACIFIC CORP 35,967 54,668
    136.00 NORTHROP GRUMMAN CORP 49,748 52,641
    240.00 SMITH A O CORP 10,925 20,604
    119.00 EQUIFAX INC 16,290 34,842
    145.00 DOVER CORP 9,918 26,332
    100.00 CINTAS CORP 16,228 44,317
    95.00 CARLISLE COS 18,621 23,571
    380.00 EATON CORP PLC 54,450 65,671
    75.00 HEICO CORPORATION 10,118 10,816
    320.00 SAFRAN SA 37,840 39,019
    160.00 LINCOLN ELEC HLDG 21,298 22,315
    85.00 SYNOPSYS INC 8,353 31,322
    52.00 PAYCOM SOFTWARE INC 18,779 21,589
    77.00 ASML HOLDING 36,732 61,631
    475.00 TEXAS INSTRUMENTS INC 48,094 89,523
    610.00 AMPHENOL CORP 28,645 53,350
    125.00 WEX INC 20,730 17,548
    570.00 VISA INC 60,117 123,524
    885.00 MICROSOFT CORP 68,305 297,643
    100.00 NICE LTD ADR 17,905 30,360
    150.00 ASPEN TECHNOLOGY 20,800 22,830
    56.00 ANSYS INC 7,491 22,462
    1305.00 APPLE INC 55,576 231,728
    63.00 SERVICENOW INC 10,788 40,893
    290.00 SS&C TECHNOLOGIES HOLDINGS 18,385 23,774
    165.00 CDW CORP/DE 18,157 33,788
    91.00 NVIDIA CORP 26,285 26,764
    94.00 ADOBE INC 48,171 53,303
    252736.61 OW LARGE CAP STRATEGIES FD 3,520,384 4,761,557
    295.00 VULCAN MATERIALS 54,827 61,236
    124.00 AIR PRODUCTS & CHEMICALS 30,481 37,728
    290.00 AMERICAN TOWER CORP 58,435 84,825
    105.00 JONES LANG LASALLE INC COM 19,867 28,280
    94053.76 OW SMALL & MIDCAP STRAT FD 1,505,000 1,697,670
    170.00 AMERICAN WATER WORKS CO 13,339 32,106
    390.00 AMEREN CORP 25,480 34,713

    TY 2021 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
    FIFTH AVENUE REAL ASSETS AT COST 25,666 28,166
    FIFTH AVENUE PRIVATE EQUITY 15 AT COST 313,091 459,334
    FIFTH AVENUE PRIVATE EQUITY 16 AT COST 69,714 78,987

    TY 2021 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 333 0   333
    INSURANCE 799 0   799
    PASS THROUGH ENTITY EXPENSES - FARA 5 5,643 0   0
    PASS THROUGH ENTITY EXPENSES - FAPE 15 15,553 0   0
    PASS THROUGH ENTITY EXPENSES - FAPE 16 8,611 0   0
    OFFICE SUPPLIES 550 0   550
    POSTAGE 83 0   83
    NON TAX DEDUCTABLE PORTION OF THE WELLHOUSE PAYMENT 200 0   0


    TY 2021 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 83,092 55,672   27,420
    Consultant Fees 17,000 0   17,000


    TY 2021 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 2,300 0   0
    Foreign taxes withheld 180 180   0
    Foreign taxes withheld in excess 483 0   0