Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SARTAIN LANIER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)191 PEACHTREE STREET 4000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30303
A Employer identification number

58-6045056
B Telephone number (see instructions)

(404) 564-1259
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$103,863,213J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,674,905 1,589,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 706,266
b Gross sales price for all assets on line 6a 3,814,827
7 Capital gain net income (from Part IV, line 2)... 706,266
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........ 2,381,171 2,296,221  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 222,562 22,256   200,306
14 Other employee salaries and wages...... 70,003 7,000   63,003
15 Pension plans, employee benefits....... 19,122 1,912   17,210
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
36,273 0   36,273
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,533 20,267   20,266
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
216,789 170,292   46,497
17 Interest............... 1,714 0   1,714
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
91,638 1,822   16,399
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 19,174 1,917   17,257
21 Travel, conferences, and meetings....... 32,174 0   32,174
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
104,458 10,247   94,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 854,440 235,713   545,310
25 Contributions, gifts, grants paid....... 4,910,550 4,910,550
26 Total expenses and disbursements. Add lines 24 and 25 5,764,990 235,713   5,455,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,383,819
b Net investment income (if negative, enter -0-) 2,060,508
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 347,766 165,009 165,009
2 Savings and temporary cash investments......... 1,883,503 1,013,390 1,013,390
3 Accounts receivable right arrow1,136,175
Less: allowance for doubtful accounts right arrow   1,154,083 1,136,175 1,136,175
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................   10,920 10,920
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 62,366,017 Click to see attachment
List of Attached Documents:
// Content
65,222,375 		65,222,375
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,289,806 Click to see attachment
List of Attached Documents:
// Content
36,288,672 		36,288,672
14 Land, buildings, and equipment: basis right arrow26,672
Less: accumulated depreciation (attach schedule) right arrow   0 26,672 26,672
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,041,175 103,863,213 103,863,213
Liabilities 17 Accounts payable and accrued expenses.......... 232 17,512
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 232 17,512
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 102,040,943 103,845,701
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 102,040,943 103,845,701
30 Total liabilities and net assets/fund balances (see instructions). 102,041,175 103,863,213
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
102,040,943
2
Enter amount from Part I, line 27a .....................
2
-3,383,819
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,188,578
4
Add lines 1, 2, and 3 ..........................
4
103,845,702
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,845,701
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PASS-THRU NII FROM K-1 INVESTMENTS      
c PASS-THRU K-1 UBI      
d CAPITAL GAINS DIVIDENDS P    
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 3,416,926   2,832,754 584,172
b     275,807 -275,807
c 36,406     36,406
d 361,495     361,495
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       584,172
b       -275,807
c       36,406
d       361,495
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 2 706,266
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 28,641
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 28,641
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 28,641
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 106,245
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.............. 7 106,245
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 77,604
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow77,604 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowGA
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTP://WWW.LANIERFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowPATRICIA E LUMMUS EXECUTIVE DIREC Telephone no.right arrow (404) 564-1259

Located atright arrow191 PEACHTREE STREET 4000ATLANTAGA ZIP+4right arrow30303
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
STEPHEN S LANIER TRUSTEE & CHAIR
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
V WHITSON LANIER JR TRUSTEE & TREASURER
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
LIZA LANIER JANCIK TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
P ALEX LIVINGSTON III TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
CLAUDIA M LIVINGSTON TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
THOMAS C CHUBB III TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
MARK B RILEY TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
E JENNER WOOD III TRUSTEE
1.00 		2,000 0 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
PATRICIA E LUMMUS EXECUTIVE DIRECTOR
40.00 		206,562 23,562 0
950 LOWREY BLVD STE 25
ATLANTA,GA30318
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
PROGRAM DIRECTOR PROGRAM DIRECTOR
40.00 		69,192 0 0
191 PEACHTREE STREET NE STE 4000
ATLANTA,GA30303
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
LCG ASSOCIATES INC INVESTMENT CONSULTING 100,000
400 GALLERIA PKWY STE 1800
ATLANTA,GA30339
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
102,163,328
b
Average of monthly cash balances.......................
1b
2,917,029
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
105,080,357
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
105,080,357
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,576,205
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
103,504,152
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,175,208
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
5,175,208
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,641
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,904
c
Add lines 2a and 2b............................
2c
33,545
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,141,663
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,141,663
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
5,141,663
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
5,455,860
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
26,672
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
5,482,532
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,141,663
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,892,174
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,482,532
a Applied to 2022, but not more than line 2a 4,892,174
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 2023 distributable amount..... 590,358
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,551,305
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANNE APPLETON PROGRAM DIRECTOR
191 PEACHTREE STREET SUITE 4000
ATLANTA,GA30303
(404) 564-1259
AAPPLETON@LANIERFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
cAny submission deadlines:
SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/
Form 990-PF (2023)
Form 990-PF (2023)
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

ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS ATLANTA CHAPTER

PO BOX 52124
ATLANTA,GA303550124 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 7,500

AMERICAN RIVERS

1101 14TH STREET NW SUITE 1400
WASHINGTON,DC20005 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

ANDREW P STEWART CENTER

PO BOX 17772
ATLANTA,GA30316 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

ATLANTA BALLET

1695 MARIETTA BOULEVARD NW
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

ATLANTA BELTLINE PARTNERSHIP

112 KROG ST NE SUITE 14
ATLANTA,GA30307 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

ATLANTA CHILDREN'S SHELTER INC

PO BOX 54322
ATLANTA,GA30308 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

ATLANTA GIRLS' SCHOOL

3254 NORTHSIDE PKWY NW
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

ATLANTA MEMORIAL PARK CONSERVANCY

PO BOX 11609
ATLANTA,GA30355 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

ATLANTA MUSIC PROJECT INC

883 DILL AVE SW
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

ATLANTA POLICE FOUNDATION

191 PEACHTREE ST NE SUITE 191
ATLANTA,GA30303 		NONE PC TO SUPPORT THE @PROMISE YOUTH DEVELOPMENT CENTERS 75,000

ATLANTA SPEECH SCHOOL

3160 NORTHSIDE PARKWAY NW
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 80,000

ATLANTA YOUTH ACADEMY

2120 FORREST PARK ROAD
ATLANTA,GA30315 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

BEARINGS BIKE SHOP INC

982 MURPHY AVENUE SW
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

BEN FRANKLIN ACADEMY

1585 CLIFTON ROAD NE
ATLANTA,GA30329 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC

680 MURPHY AVE SW SUITE 1090
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

BLACK TEACHER COLLABORATIVE INCORPORATED

2414 HERRING RD SW SUITE 42025
ATLANTA,GA30311 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

BOYS & GIRLS CLUB OF METRO ATLANTA

2880 DRESDEN DRIVE
CHAMBLEE,GA30341 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

BREAKTHROUGH ATLANTA

4075 PACES FERRY ROAD NW
ATLANTA,GA303273099 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

CHRIS 180 INC

1030 FAYETTEVILLE RD SE
ATLANTA,GA30316 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

CITY SPRINGS THEATRE COMPANY

8601 DUNWOODY PLACE SUITE 136
SANDY SPRINGS,GA30350 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

CLOSE TIES LEADERSHIP PROGRAM

352 UNIVERSITY AVENUE SW UNIT S111
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

COLLEGE AIM

825 VIRGINIA PARK CIRCLE NE
ATLANTA,GA30306 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

COMMUNITY FOUNDATION FOR GREATER ATLANTA

191 PEACHTREE ST NE SUITE 1000
ATLANTA,GA30317 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 389,900

COMMUNITY FOUNDATION FOR GREATER ATLANTA DESIGNATED FOR LEARN4LIFE

191 PEACHTREE ST NE SUITE 1000
ATLANTA,GA30317 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

CORNERS OUTREACH INC

1854 SHACKLEFORD CT SUITE 100
NORCROSS,GA30093 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

COULTER DEPT OF BIOMEDICAL ENGINEERING GA TECH & EMORY

313 FERST DRIVE
ATLANTA,GA30322 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 100,000

CREATE TEACHER RESIDENCY

30 PRYOR ST SW
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

EMMAUS HOUSE

1017 HANK AARON DRIVE SW
ATLANTA,GA30315 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

EMORY BRAIN HEALTH CENTER

12 EXECUTIVE PARK DR NE
ATLANTA,GA30329 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 250,000

FOCUSED COMMUNITY STRATEGIES

1297 MCDONOUGH BLVD SE
ATLANTA,GA30315 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

FORWARD ARTS FOUNDATION

3130 SLATON DRIVE
ATLANTA,GA30305 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

GEEARS GEORGIA EARLY EDUCATION ALLIANCE FOR READY STUDENTS INC

3400 PEACHTREE RD NE 921
ATLANTA,GA30326 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

GEORGIA CENTER FOR NONPROFITS

100 PEACHTREE STREET SUITE 1500
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 2,500

GEORGIA GRANTMAKERS ALLIANCE

C/O PHILANTHROPY SOUTHEAST 100
PEACHTREE STREET NW SUITE 2080
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 12,500

GEORGIA JUSTICE PROJECT

438 EDGEWOOD AVENUE
ATLANTA,GA30312 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

GEORGIA LEADERSHIP INSTITUTE FOR SCHOOL IMPROVEMENT INC

3237 SATELLITE BLVD 460
DULUTH,GA30096 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION

270 PEACHTREE ST STE 2200
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

GEORGIA STATE GOLF ASSOCIATION

2205 NORTHSIDE DRIVE NW SUITE 200
ATLANTA,GA30305 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

GEORGIACAN

50CAN 1625 K STREET NW
WASHINGTON,DC20006 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

GLENN FAMILY BREAST CENTER OF THE EMORY WINSHIP CANCER INSTITUTE

1440 CLIFTON ROAD NE SUITE 170
ATLANTA,GA30322 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,265

HEARTBOUND MINISTRIES

PO BOX 191703
ATLATNA,GA31119 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

HILLSIDE INC

690 COURTENAY DR NE
ATLANTA,GA30306 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

HISTORIC OAKLAND FOUNDATION INC

248 OAKLAND AVENUE SE
ATLANTA,GA30312 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

INSPIREDU INC

1550 SOUTHLAND CIRCLE NE SUITE 200
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

JUNIOR ACHIEVEMENT OF GEORGIA INC

275 NORTHSIDE DR NW
ATLANTA,GA30314 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

KATE'S CLUB

1190 W DRUID HILLS DR NE SUITE T-80
ATLANTA,GA30329 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

KIPP METRO ATLANTA SCHOOLS

1445 MAYNARD RD NW
ATLANTA,GA30331 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

LEAD CENTER FOR YOUTH

680 MURPHY AVE SW SUITE 4128
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 40,000

LAAMISTAD INC

3434 ROSWELL RD
ATLANTA,GA30305 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

LEAP YEAR

352 UNIVERSITY AVENUE SW UNIT S-123
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

LIFECYCLE BUILDING CENTER

1116 MURPHY AVENUE SW
ATLANTA,GA30310 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

LOS NINOS PRIMERO

471 MOUNT VERNON HIGHWAY NE
SANDY SPRINGS,GA30328 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

LOVETT SCHOOL

4075 PACES FERRY RD NW
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

MOVING IN THE SPIRIT

PO BOX 170230
ATLANTA,GA30317 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

MR TOM'S HEART

24 WATERFORD COURT
ATLANTA,GA30328 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 5,000

NATIONAL BLACK ARTS FESTIVAL INC

1429 FAIRMONT AVE NW SUITE J
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,000

NEXT GENERATION MEN INC

PO BOX 89154
ATLANTA,GA30312 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

ODYSSEY

1424 W PACES FERRY RD
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

ONEGOAL-METRO ATLANTA

590 MEANS STREET NW SUITE 104
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

PARK PRIDE

PO BOX 4936
ATLANTA,GA30302 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 75,000

PATH FOUNDATION

1601 WEST PEACHTREE STREET
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 33,000

PHILANTHROPHY SOUTHEAST

100 PEACHTREE STREET SUITE 2080
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,600

PRO BONO PARTNERSHIP OF ATLANTA

SUITE 2300 999 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

RAISING EXPECTATIONS INC

80 JOSEPH E LOWERY BLVD NW
ATLANTA,GA30314 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 150,000

REACH FOR EXCELLENCE

3790 ASHFORD DUNWOODY ROAD
ATLANTA,GA30319 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

REIMAGINE ATL

100 FLAT SHOALS AVE SE
ATLANTA,GA30316 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

ROBERT W WOODRUFF ARTS CENTER INC

1230 PEACHTREE STREET NE SUITE 1100
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 155,318

SHEPHERD CENTER FOUNDATION INC

2020 PEACHTREE RD NW
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 75,000

STAR-C

1335 CANTON ROAD SUITE D
MARIETTA,GA30066 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

SYNCHRONICITY PERFORMANCE GROUP

1545 PEACHTREE ST NE 102
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

TEACH FOR AMERICA - METRO ATLANTA

1360 PEACHTREE ST NE 11TH FLOOR
ATLANTA,GA30309 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

THE ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION INC

ONE MARGARET MITCHELL SQUARE
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

THE NATURE CONSERVANCY-GEORGIA

50 HURT PLAZA STE 1100
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

THE RUSSELL INNOVATION CENTER FOR ENTREPRENEURS

504 FAIR ST SW
ATLANTA,GA30313 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

THE SCHOLARSHIP ACADEMY

215 LAKEWOOD WAY SUITE 108
ATLANTA,GA30331 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

THE STUDY HALL

551 HARWELL RD NW
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

THE TRUST FOR PUBLIC LAND

600 WEST PEACHTREE STREET NW SUITE
1840
ATLANTA,GA30308 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

THE WESTMINSTER SCHOOLS

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 367,576

TRAINING & COUNSELING CENTER AT ST LUKE'S

435 PEACHTREE STREET NE
ATLANTA,GA30308 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 10,000

TREES ATLANTA

225 CHESTER AVENUE SE
ATLANTA,GA30316 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

TRINITY SCHOOL

4301 NORTHSIDE PARKWAY NW
ATLANTA,GA30327 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

TRUE COLORS THEATRE COMPANY

887 WEST MARIETTA ST NW STE J102
ATLANTA,GA30318 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

UAB SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY

AB 1264 1720 2ND AVENUE SOUTH
BIRMINGHAM,AL352940112 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 250,000

UTOPIAN ACADEMY FOR THE ARTS

2750 FOREST PARKWAY
ELLENWOOD,GA30294 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 30,000

VANDERBILT UNIVERSITY

2400 BLAKEMORE AVENUE
NASHVILLE,TN372123499 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 1,010,391

VISION TO LEARN

12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES,CA90025 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 25,000

VOICES FOR GEORGIA'S CHILDREN

75 MARIETTA ST NW SUITE 401
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 15,000

VOICES FOR GEORGIA'S CHILDREN GEORGIA STATEWIDE AFTERSCHOOL NETWORK

75 MARIETTA ST NW SUITE 401
ATLANTA,GA30303 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 20,000

WHITEFIELD ACADEMY

1 WHITEFIELD DRIVE
SMYRNA,GA30126 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000

YMCA OF METROPOLITAN ATLANTA

569 MARTIN LUTHER KING JR DRIVE NW
ATLANTA,GA30314 		NONE PC TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION 50,000
Total .................................right arrow 3a 4,910,550
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 1,674,905  
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 ............ 		    18 706,266  
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 2,381,171 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,381,171
(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 (2023)
Form 990-PF (2023)
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.
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 40,533 20,267   20,266

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY SECURITIES 42,468,354 42,468,354
MUTUAL FUNDS 22,754,021 22,754,021

TY 2023 InvestmentsOtherSchedule2
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE PARTNERSHIP INVESTMENTS FMV 36,288,672 36,288,672

TY 2023 LegalFeesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 36,273 0   36,273


TY 2023 OtherDecreasesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Description Amount
ROUNDING 1


TY 2023 OtherExpensesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES, EXPENSE & POSTAGE 2,407 241   2,166
INFORMATION TECHNOLOGY & TELEPHONE 1,429 143   1,286
INSURANCE 2,180 218   1,962
ASSOCIATION DUES & MEMBERSHIPS 1,990 0   1,990
BANK CHARGES 439 44   395
MISCELLANEOUS 9,419 942   8,477
NON-CAPITALIZED EQUIPMENT/RENTALS/REPAIRS 86,564 8,656   77,908
LICENSES AND PERMITS 30 3   27


TY 2023 OtherIncreasesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Description Amount
UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) 5,188,578


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT CONSULTING & MANAGEMENT 167,241 167,241   0
PAYROLL & RETIREMENT PLAN FEES 21,513 2,151   19,362
OTHER CHARITABLE CONSULTING 26,235 0   26,235
PROFESSIONAL FEES: ADMINISTRATION 1,800 900   900


TY 2023 TaxesSchedule
Name:
THE SARTAIN LANIER FAMILY FOUNDATION INC
EIN:
58-6045056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 18,221 1,822   16,399
MISC TAXES 73,417 0   0