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 10-01-2021 , and ending 09-30-2022
Name of foundation
LIVINGSTON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)171 17TH STREET 2100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30363
A Employer identification number

58-6044858
B Telephone number (see instructions)

(404) 873-8500
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$8,028,917J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 189,568 189,568  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 486,320
b Gross sales price for all assets on line 6a 1,903,027
7 Capital gain net income (from Part IV, line 2)... 486,320
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........ 675,888 675,888  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,600 18,450   6,150
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,128 9,096   3,032
b Accounting fees (attach schedule)....... Click to see attachment 9,250 6,938   2,312
c Other professional fees (attach schedule).... Click to see attachment 65,609 65,609   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,961 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,596 8,698   2,898
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,144 108,791   14,392
25 Contributions, gifts, grants paid....... 435,500 435,500
26 Total expenses and disbursements. Add lines 24 and 25 575,644 108,791   449,892
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 100,244
b Net investment income (if negative, enter -0-) 567,097
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............. 19,458 10,669 10,669
2 Savings and temporary cash investments......... 226,454 194,946 194,946
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) 0 Click to see attachment201,916 196,327
b Investments—corporate stock (attach schedule)....... 4,721,262 Click to see attachment4,731,849 5,845,136
c Investments—corporate bonds (attach schedule)....... 1,680,377 Click to see attachment1,582,122 1,469,106
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 330,919 Click to see attachment357,212 312,733
14 Land, buildings, and equipment: basis bullet2,116
Less: accumulated depreciation (attach schedule) bullet2,116      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,978,470 7,078,714 8,028,917
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........ 6,939,497 7,039,741
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 38,973 38,973
29 Total net assets or fund balances (see instructions)..... 6,978,470 7,078,714
30 Total liabilities and net assets/fund balances (see instructions). 6,978,470 7,078,714
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
6,978,470
2
Enter amount from Part I, line 27a .....................
2
100,244
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,078,714
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
7,078,714
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 PUBLICALY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,880,603   1,416,707 463,896
b 22,424     22,424
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       463,896
b       22,424
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 486,320
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 7,883
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 7,883
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
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 1,395
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,395 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. ...............................
    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 ofbulletCHARLES L GREGORY Telephone no.bullet (404) 262-1422

    Located atbullet171 17TH STREET SUITE 2100ATLANTAGA ZIP+4bullet30363
    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)
    Yes
     
    (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)
     
    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
    MILTON BRANNON PRES/TRES/TRUSTEE
    10.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    CE GREGORY III SECR/TRUSTEE
    1.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    JONATHAN GOLDEN CHAIRMAN/TRUSTEE
    1.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    WILLIAM JACOBS TRUSTEE
    1.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    CHARLES GREGORY TRUSTEE
    1.00     		13,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    MICHAEL GOLDEN TRUSTEE
    1.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    GREER E BRANNON TRUSTEE
    1.00     		1,800 0 0
    171 17TH STREET 2100
    ATLANTA,GA30363
    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 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 NONE 0
    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
    8,484,332
    b
    Average of monthly cash balances.......................
    1b
    225,764
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,710,096
    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
    8,710,096
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    130,651
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,579,445
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    428,972
    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
    428,972
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,883
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,883
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    421,089
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    421,089
    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
    421,089
    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 7 421,089
    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...... 276,997
    b From 2017...... 117,030
    c From 2018...... 221,614
    d From 2019...... 75,474
    e From 2020...... 239,077
    f Total of lines 3a through e ........ 930,192
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 449,892
    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..... 421,089
    e Remaining amount distributed out of corpus 28,803
    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 5 958,995
    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) ...     		276,997
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		681,998
    10 Analysis of line 9:
    a Excess from 2017.... 117,030
    b Excess from 2018.... 221,614
    c Excess from 2019.... 75,474
    d Excess from 2020.... 239,077
    e Excess from 2021.... 28,803
    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:
    MR CHARLES L GREGORY LIVINGSTON FOU
    171 17TH STREET SUITE 2100
    ATLANTA,GA30363
    (404) 873-8500
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO STANDARD FORM FOR MAKING AN APPLICATION.
    cAny submission deadlines:
    APPLICATIONS FOR GRANTS MAY BE SUBMITTED AT ANY TIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAKES GRANTS ONLY TO EXEMPT CHARITABLE ORGANIZATIONS. IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCE TO CHARITABLE ORGANIZATIONS IN GEORGIA, ESPECIALLY THOSE IN THE ATLANTA AREA.
    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
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BLVD NW
    ATLANTA,GA30318     		NONE PC TO FIGHT HUNGER BY ENGAGING, EDUCATING AND EMPOWERING THE ATLANTA COMMUNITY 8,000
    ATLANTA MISSION
    2353 BOLTON RD NW
    ATLANTA,GA30318     		NONE PC TO TRANSFORM, THROUGH CHRIST, THE LIVES OF THOSE FACING HOMELESSNESS 5,000
    ATLANTA OPERA
    1575 NORTHSIDE DRIVE NW BLDG 300
    STE 350
    ATLANTA,GA30318     		NONE PC TO ENRICH LIVES THROUGH THE POWER OF OPERA 25,000
    ATLANTA SYMPHONY ORCHESTRA
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE PC TO FUND PROGRAMS AND EDUCATIONAL OUTREACH 10,000
    ATLANTA YOUTH ACADEMY
    2120 FORREST PARK ROAD
    ATLANTA,GA30327     		NONE PC TO ADVANCE THE KINGDOM OF GOD BY OFFERING AN EXCELLENT CHRIST-CENTERED EDUCATION TO LOW INCOME, URBAN COMMUNITIES 20,000
    AUGUSTA MUSEUM OF HISTORY
    560 REYNOLDS ST
    AUGUSTA,GA30901     		NONE PC TO PROVIDE EDUCATION AND ENRICHMENT OF PRESENT AND FUTURE GENERATIONS 5,000
    CAMP SUNSHINE
    35 ACADIA ROAD
    CASCO,ME04015     		NONE PC TO INSPIRE HOPE IN FAMILIES AFFECTED BY LIFE-THREATENING CHILDHOOD ILLNESS THROUGH A UNIQUE, SUPPORTIVE PROGRAM AT A CAMPUS ON MAINE'S SEBAGO LAKE 5,000
    CENTER FOR VISUALLY IMPAIRED
    739 W PEACHTREE ST NW
    ATLANTA,GA30308     		NONE PC TO PROVIDE VISION REHABILITATION SERVICES TO INDIVIDUALS OF ALL AGES AND STAGES OF VISION LOSS. 10,000
    CHILDRENS HEALTHCARE OF ATLANTA
    1405 CLIFTON ROAD NE
    ATLANTA,GA30322     		NONE PC TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW 25,000
    CLUBHOUSE ATLANTA - CHALLENGE GRANT
    PO BOX 888581
    DUNWOODY,GA30356     		NONE PC TO HELP COMMUNITIES TO ACHIEVE RECOVERY AMOUNG MENTAL ILLNESS INDIVIDUALS 20,000
    CURE CHILDHOOD CANCER
    200 WESTFALL RD
    ROCHESTER,NY14620     		NONE PC TO CONQUER CHILDHOOD CANCER THROUGH FUNDING TARGETED RESEARCH WHILE SUPPORTING PATIENTS AND THEIR FAMILIES 50,000
    GEORGIA TRUST FOR HISTORIC PRESERVATION
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309     		NONE PC TO WORK FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATE THEIR APPRECIATION, PROTECTION AND USE 10,000
    MUSEUM OF CONTEMPORARY ART OF GA
    75 BENNETT STREET NW
    ATLANTA,GA30309     		NONE PC TO PROMOTE THE VISUAL ARTS BY CREATING A FORUM FOR ACTIVE INTERCHANGE BETWEEN ARTISTS AND THE COMMUNITY 20,000
    OAKLAND CEMETERY
    248 OAKLAND AVE SE
    ATLANTA,GA30312     		NONE PC TO ENTERTAIN, EDUCATE, AND ENLIGHTEN THE COMMUNITY THROUGHOUT THE YEAR. 25,000
    ODYSSEY
    1424 W PACES FERRY RD NW
    ATLANTA,GA30327     		NONE PC TO WORK WITH MOTIVATED PUBLIC SCHOOL STUDENTS TO HELP IMPROVE THEIR SCHOOL PERFORMANCE AND INSTILL A LOVE FOR LIFELONG LEARNING 2,500
    ROLLINS SCHOOL OF PUBLIC HEALTH
    1518 CLIFTON RD
    ATLANTA,GA30322     		NONE PC TO DEMONSTRATE EXCELLENCE IN THE DISCOVERY, DISSEMINATION AND APPLICATION OF PUBLIC HEALTH 50,000
    SHEPHERD CENTER FOUNDATION
    2020 PEACHTREE ROAD NW
    ATLANTA,GA30309     		NONE PC TO HELP PEOPLE WHO HAVE EXPERIENCED A CATASTROPHIC INJURY OR DISEASE 100,000
    SKYLAND TRAIL
    1903 NORTH DRUID HILLS RD NE
    ATLANTA,GA30319     		NONE PC TO TREAT EACH INDIVIDUAL, INDIVIDUALLY, TAILORING AN APPROACH THAT INCLUDES A BROAD MIX OF EVIDENCE-BASED INDIVIDUAL AND GROUP THERAPIES THAT HELP PREPARE CLIENTS FOR REINTEGRATION INTO THEIR LIVES. 10,000
    SPECIAL OLYMPICS GEORGIA
    6046 FINANCIAL DR
    NORCROSS,GA30071     		NONE PC TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR ALL CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN THE SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES AND THE COMMUNITY. 2,500
    THEATRICAL OUTFIT
    84 LUCKIE STREET NW
    ATLANTA,GA30303     		NONE PC TO PROVIDE A STAGE FOR CREATING COMPASSION ONE STORY AT A TIME 15,000
    TRUANCY INTERVENTION PROJECT
    395 PRYOR ST SW 4122
    ATLANTA,GA30312     		NONE PC TO DECREASE CHRONIC ABSENTEEISM BY PAIRING TRAINED VOLUNTEERS WITH CHILDREN AND THEIR FAMILIES 7,500
    ZOO ATLANTA
    800 CHEROKEE AVE SE
    ATLANTA,GA30315     		NONE PC TO INSPIRE THE CITIZENS OF ATLANTA AND GEORGIA AND ALL VISITORS TO THE ZOO TO VALUE WILDLIFE ON EARTH AND TO HELP SAFEGUARD EXISTING SPECIES THROUGH CONSERVATION 10,000
    Total .................................bullet 3a 435,500
    bApproved for future payment
    SHEPHERD CENTER FOUNDATION
    2020 PEACHTREE ROAD NW
    ATLANTA,GA30309     		NONE PC TO HELP PEOPLE WHO HAVE EXPERIENCED A CATASTROPHIC INJURY OR DISEASE 200,000
    Total .................................bullet 3b 200,000
    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 ...........     		         
    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 ............     		    18 486,320  
    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) .. 0 675,888 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    675,888
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,250 6,938   2,312

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACE INA HLDG INC 3.150% DUE 03-15-25 32,596 31,663
    AMAZON INC 2.100% DUE 5/12/2031 31,202 29,180
    AMERICAN EXPRESS CO 4.050% DUE 5/3/2029 31,919 29,361
    APPLE 3.350% DUE 2/9/2027 32,987 31,442
    APPLE INC NOTE 3.45% 5/6/2024 53,115 49,223
    BANK AMER CORP 3.248% 10/21/2027 103,865 89,460
    BURLINGTON NORTHERN SANTE FE 3.850% DUE 09-01-23 35,132 34,709
    CHARLES SCHWAB CO 2.000% DUE 3/20/2028 32,072 30,142
    CHARLES SCHWAB CO 3.20% 1/25/2028 80,911 68,970
    CHURCH & DWIGHT 2.875% 10/1/2022 49,765 49,996
    COMCAST CORP NEW SR GLOBAL NT 3.15% 2/15/2028 111,890 90,683
    COSTCO WHOLESALE CORP 1.600% DUE 4/20/2030 30,506 30,457
    EXXON MOBIL CORPORATION BOND 3.043% 3/1/2026 49,015 47,181
    FLORIDA POWER AND LIGHT CO 27,183 24,390
    GOLDMANS SACHS GROUP 4.000% DUE 3/3/2024 36,386 35,478
    HOME DEPOT INC 3.350% DUE 09-15-25 32,266 28,972
    HONEYWELL INTERNATIONAL 2.500% DUE 11/1/2026 35,921 32,167
    INTERCONTINENTAL EXCHANGE INC 3.750% DUE 12-01-25 31,898 30,929
    JP MORGAN CHASE 3.125% 1/23/2025 109,390 95,645
    JP MORGAN CHASE 3.625% DUE 05-13-24 32,954 32,441
    LOWE'S COS INC 2.50% 4/15/2026 69,665 64,556
    MASTERCARD 3.350% DUE 3/26/2030 32,567 30,633
    MASTERCARD INC BOND 3.375% 4/1/2024 73,025 68,819
    MERCK & CO 2.750% DUE 2/10/2025 33,529 30,681
    MERCK & CO INC BOND 2.75% 2/10/2025 70,505 67,114
    MICROSOFT CORP 2.125% 11/15/2022 70,636 69,856
    NIKE INC BOND 2.25% 5/1/2023 46,340 49,346
    PEPSICO INC. 3.900% DUE 7/18/2032 34,280 31,414
    STATOIL ASA 2.450 DUE 01-17-23 33,915 33,808
    UNITEDHEALTH GROUP INC 3.750% DUE 07-15-25 33,066 32,111
    WAL-MART STORES INC 3.400% DUE 06-26-23 32,707 31,846
    WELLS FARGO & CO 3.00% 2/19/2025 70,914 66,433

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE 30,266 63,079
    ACCENTURE PLC (ACN) 31,788 51,460
    ACCENTURE PLC IRELAND CI A 27,519 43,741
    ALEXANDRIA REAL ESTATE EQUITIES 36,272 36,449
    ALPHABET INC CLASS A 38,496 95,650
    ALPHABET INC CLASS C (GOOG) 5,664 57,690
    AMERICAN ELEC PWR 38,631 35,445
    AMERICAN ELECTRIC POWER CO INC (AEP) 33,113 34,580
    AMERICAN EXPRESS 31,903 41,822
    AMERICAN EXPRESS CO (AXP) 16,754 37,100
    AMERICAN EXPRESS CO. 39,248 59,360
    AMERISOURCEBERGEN CORP 69,549 90,671
    APPLE INC (AAPL) 9,399 90,521
    ASTRAZENECA PLC ADR 34,495 51,001
    ASTRAZENECA PLC ADR (AZN) 35,285 49,356
    AT&T INC (T) 20,289 15,340
    AUTOZONE INC. 57,198 98,529
    BLACKROCK 30,526 38,520
    BOSTON SCIENTI C (BSX) 41,422 46,476
    BROADCOM INC (AVGO) 11,397 79,922
    BROADCOM INC. 58,264 111,891
    BWX TECHNOLOGIES INC (BWXT) 28,647 30,222
    CARDINAL HEALTH 45,168 54,678
    CBRE GROUP, INC. 56,133 69,535
    CDW CORPORATION 65,108 56,189
    CHEVRON CORP 65,300 85,484
    CHEVRON CORP (CVX) 27,664 57,468
    CHUBB LIMITED 56,024 78,754
    CHUBB LTD 26,407 38,195
    CISCO SYSTEMS INC (CSCO) 24,717 46,000
    CISCO SYSTEMS INC. 61,122 77,400
    CITIGROUP INC. 55,163 49,796
    CITIZENS FINANCIAL GROUP INC (CFG) 16,061 25,770
    COCA COLA COMPANY (KO) 14,491 33,612
    COCA-COLA CO 40,503 50,418
    COMCAST CL A 44,951 25,810
    CORTEVA INC (CTVA) 28,324 45,720
    DIAMONDBACK ENERGY INC 59,772 57,219
    DISH NETWORK (DISH) 44,060 19,362
    DOLLAR GENERAL CORP (DG) 77,708 83,951
    DOLLAR GENERAL CORP (DG) 21,810 55,168
    ECOLAB INC (ECL) 15,839 14,442
    ELECTRONIC ARTS INC 57,052 52,070
    ELEVANCE HEALTH INC 12,455 45,424
    ELEVANCE HEALTH INC 84,230 84,034
    EVERSOURCE ENERGY (ES) 30,094 27,286
    FEDEX CORP (FDX) 30,356 29,694
    FIDELITY NATL INFO 62,151 33,251
    FISERV INC (FISV) 41,425 53,803
    FISERV INC. 102,026 90,295
    GENERAL MOTORS CO (GM) 23,161 12,836
    GENUINE PARTS 54,669 82,126
    GLOBAL PAYMENTS 39,162 31,335
    HASBRO 31,483 22,923
    HCA HEALTHCARE INC 63,922 89,690
    HOME DEPOT 15,211 13,797
    HOME DEPOT 40,431 63,466
    HONEYWELL INT 30,334 33,394
    INGREDION INC (INGR) 45,064 36,234
    INTERNATIONAL BUSINESS MACHINES 41,312 38,019
    INTL FLAVORS & FRAGRANCES (IFF) 39,947 31,791
    JACOBS SOLUTIONS INC 37,141 67,806
    JOHNSON & JOHNSON 59,463 91,482
    JOHNSON & JOHNSON (JNJ) 12,301 49,008
    JOHNSON AND JOHNSON 55,635 70,245
    JOHNSON CONTROLS INTERNATIONAL PLC 45,505 50,204
    JP MORGAN CHASE & CO 32,894 34,485
    JPMORGAN CHASE & CO 80,073 87,989
    JPMORGAN CHASE & CO. (JPM) 14,032 41,800
    KLA CORP 63,273 57,197
    LPL FINL HLDGS INC 60,553 71,006
    M&T BANK 34,155 37,027
    MARQETA INC CLASS A 18,574 17,800
    MARSH AND MCLENNAN 39,636 50,759
    MEDTRONIC PLC 60,848 52,488
    MERCK & CO. INC. 17,014 27,989
    MERCK AND CO 53,575 67,174
    META PLATFORMS INC 87,162 52,915
    MICRON TECHNOLOGY INC (MU) 14,618 28,808
    MICRON TECHNOLOGY INC. 99,599 66,884
    MICROSOFT 27,623 60,554
    MICROSOFT CORP 47,113 46,347
    MICROSOFT CORP (MSFT) 11,646 93,160
    MONDELEZ INTERNATIONAL 36,596 37,833
    MONDELEZ INTL INC (MDLZ) 26,086 43,864
    NORTHERN TRUST 58,017 46,202
    NVIDIA CORP (NVDA) 23,259 31,561
    OMNICOM GROUP 60,393 49,841
    ORACLE CORPORATION (ORCL) 18,797 61,070
    PHILIP MORRIS INTL 36,085 37,355
    PROCTER AND GAMBLE 19,663 31,563
    PROGRESSIVE CORP (PGR) 19,464 34,863
    PROGRESSIVE CORP. 53,116 70,888
    RAYTHEON TECHNOLOGIES 41,259 49,935
    ROPER TECHNOLOGIES INC (ROP) 27,679 26,973
    ROSS STORES INC 79,473 73,736
    S&P GLOBAL 21,147 36,642
    SAIA INC 17,946 19,000
    SAP AG ADR 35,141 25,188
    SS&C TECHNOLOGIES HLDGS INC. 84,441 66,850
    SS&C TECHNOLOGIES INC (SSNC) 36,600 23,875
    STANLEY BLACK & DECKER, INC. 98,541 51,143
    TE CONNECTIVITY 38,345 35,315
    THE INTERPUBLIC GROUP OF COMPANIES INC. (IPG) 24,176 30,720
    THERMO FISHER SCIENTI C INC (TMO) 12,165 40,575
    TYSON FOODS INC 75,708 79,775
    UMPQUA HLDGS CORP 21,372 21,363
    UNITED PARCEL SERVICE 43,644 63,001
    UNITEDHEALTH GROUP INC 81,948 88,887
    VERIZON COMMUNICATIONS (VZ) 45,047 34,173
    VISA 31,510 39,083
    VISA INC (V) 35,129 53,295
    WALMART 43,832 40,207
    WELLS FARGO & CO NEWDEP SHS PFD-S 5.90% 12/31/2049 (949746RG8) 41,865 36,400
    WILLIS TOWERS WATSON PLC 45,358 64,301
    YUM! BRANDS INC (YUM) 8,679 21,268

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    US Government Securities - End of Year Book Value:

    201,916
    US Government Securities - End of Year Fair Market Value:

    196,327
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CRAWFORD SMALL CAP DIVIDEND FUND AT COST 357,212 312,733

    TY 2021 LegalFeesSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 12,128 9,096   3,032


    TY 2021 OtherExpensesSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 11,246 8,435   2,811
    GIFT EXPENSE 350 263   87


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 65,609 65,609   0


    TY 2021 TaxesSchedule
    Name:
    LIVINGSTON FOUNDATION INC
    EIN:
    58-6044858
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 16,961 0   0