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
BRADLEY-TURNER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 140
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, GA31902
A Employer identification number

58-6032142
B Telephone number (see instructions)

(706) 571-6040
C 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$217,558,390J 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) 552,574
2 Check right arrow.............
3 Interest on savings and temporary cash investments 179,003 168,270  
4 Dividends and interest from securities... 4,147,087 4,136,433  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,168,013
b Gross sales price for all assets on line 6a 28,359,289
7 Capital gain net income (from Part IV, line 2)... 1,168,013
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)....... Click to see attachment
List of Attached Documents:
// Content
42,563 42,563  
12 Total. Add lines 1 through 11........ 6,089,240 5,515,279  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,100 55,100   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
511,735 511,735   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,984 29,984   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
List of Attached Documents:
// Content
359,999 268,172   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 991,818 864,991   0
25 Contributions, gifts, grants paid....... 10,869,303 10,869,303
26 Total expenses and disbursements. Add lines 24 and 25 11,861,121 864,991   10,869,303
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,771,881
b Net investment income (if negative, enter -0-) 4,650,288
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.............      
2 Savings and temporary cash investments......... 9,511,651 11,704,096 11,704,096
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) 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)....... 27,489,673 Click to see attachment
List of Attached Documents:
// Content
25,967,269 		119,497,753
c Investments—corporate bonds (attach schedule)....... 8,649,380 Click to see attachment
List of Attached Documents:
// Content
10,084,744 		9,739,890
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).......... 58,099,922 Click to see attachment
List of Attached Documents:
// Content
54,649,750 		74,183,651
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,433,000 		Click to see attachment
List of Attached Documents:
// Content
2,433,000 		Click to see attachment
List of Attached Documents:
// Content
2,433,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,183,626 104,838,859 217,558,390
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 106,183,626 104,838,859
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 106,183,626 104,838,859
30 Total liabilities and net assets/fund balances (see instructions). 106,183,626 104,838,859
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
106,183,626
2
Enter amount from Part I, line 27a .....................
2
-5,771,881
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,524,431
4
Add lines 1, 2, and 3 ..........................
4
106,936,176
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,097,317
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,838,859
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 PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d GAINS FROM PASSTHROUGH ENTITIES P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,629,962   14,643,910 -13,948
b 13,446,944   12,546,742 900,202
c 48,682   624 48,058
d 232,677     232,677
e 1,024     1,024
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       -13,948
b       900,202
c       48,058
d       232,677
e       1,024
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 1,168,013
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 64,639
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 64,639
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 64,639
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 52,418
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,418
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 22,779
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow22,779 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowSYNOVUS TRUST COMPANY NA Telephone no.right arrow (706) 649-2399

Located atright arrow1111 BAY AVENUECOLUMBUSGA ZIP+4right arrow31901
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GILBERT MILLER CHAIRMAN
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
KATIE KRIEG VICE CHAIRMAN
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
WORTH WILLIAMS SECRETARY
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
JOHN TURNER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
ABBY IRBY TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
STEVE BUTLER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
BETSY RAMSAY TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
SALLIE MARTIN TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
LANE RILEY TREASURER
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
BECKY MILLER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
ELIZABETH OGIE TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
LANDSON CARTLEDGE TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
SYNOVUS TRUST COMPANY INVESTMENT & MANAGEMENT FEES 511,735
1148 BROADWAY
COLUMBUS,GA31902
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 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2023, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. 433,000
2 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $2,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2023, $2,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $2,000,000. 2,000,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow2,433,000
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
194,628,797
b
Average of monthly cash balances.......................
1b
9,718,984
c
Fair market value of all other assets (see instructions)................
1c
2,433,000
d
Total (add lines 1a, b, and c).........................
1d
206,780,781
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
206,780,781
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,101,712
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
203,679,069
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,183,953
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
10,183,953
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
64,639
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
1,840
c
Add lines 2a and 2b............................
2c
66,479
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,117,474
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,117,474
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
10,117,474
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
10,869,303
b
Program-related investments—total from Part VIII-B..................
1b
2,433,000
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
13,302,303
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 10,117,474
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
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...... 838,022
d From 2021......  
e From 2022...... 2,989,947
f Total of lines 3a through e ........ 3,827,969
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,302,303
a Applied to 2022, 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 2023 distributable amount..... 10,117,474
e Remaining amount distributed out of corpus 3,184,829
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 7,012,798
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 .......... 		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 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 ...... 		7,012,798
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 838,022
c Excess from 2021....  
d Excess from 2022.... 2,989,947
e Excess from 2023.... 3,184,829
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:
PHYLLIS WAGNER EXECUTIVE SECRETARY
PO BOX 140
COLUMBUS,GA31902
(706) 644-3578
PHYLLISWAGNER@SYNOVUS.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED.
Form 990-PF (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

ANDREW COLLEGE (3345 SHS COCA COLA CO)

501 COLLEGE ST
CUTHBERT,GA39840 		UNRELATED PC GENERAL AND OPERATING 200,600

ATLANATA CHILDRENS SHELTER (855 SHS COCA COLA CO)

607 PEACHTREE ST NE
ATLANTA,GA30308 		UNRELATED PC GENERAL AND OPERATING 49,923

ATLANTA MUSIC PROJECT (855 SHS COCA-COLA CO)

883 DILL AVE SW
ATLANTA,GA30310 		UNRELATED PC GENERAL AND OPERATING 49,923

B&GC ENDOWMENT FUND (4060 SHS COCA COLA CO)

PO BOX 411
OSHKOSH,WI54903 		UNRELATED PC GENERAL AND OPERATING 250,096

B&GC ENDOWMENT FUND

PO BOX 411
OSHKOSH,WI54903 		UNRELATED PC GENERAL AND OPERATING 250,000

BELOCO FOUNDATION (626 SHS COCA COLA CO)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 38,850

BELOCO FOUNDATION (647 SHS COCA COLA CO)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 38,891

BELOCO FOUNDATION (695 SHS COCA COLA CO)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 38,878

BOYS HOPE GIRLS HOPE OF GRATER NEW ORLEANS

PO BOX 19307
NEW ORLEANS,LA70179 		UNRELATED PC GENERAL AND OPERATING 25,000

BREAKTHROUGH ATLANTA SCHOOL (910 SHS COCA COLA CO)

4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		UNRELATED PC GENERAL AND OPERATING 48,767

BRIDGE OF COLUMBUS INC

2601 CROSS COUNTRY DRIVE BUILDING B
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 5,000

BROOKSTONE SCHOOL (526 SHS COCA COLA CO)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 33,522

BROOKSTONE SCHOOL (556 SHS COCA COLA CO)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 33,816

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 347,500

CAMP COLE

1571 CROSSING CREEK RD
EASTOVER,SC29044 		UNRELATED PC GENERAL AND OPERATING 5,000

CAMP SOUTHERN GROUND (513 SHS COCA COLA CO)

100 SOUTHERN GROUND PKWY
FAYETTEVILLE,GA30215 		UNRELATED PC GENERAL AND OPERATING 29,954

CENTRAL HIGH SCHOOL

2400 DOBBS DR
PHENIX CITY,AL36870 		UNRELATED PC GENERAL AND OPERATING 3,000

CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE FOUNDATION

2602 COLLEGE DR
PHENIX CITY,AL36869 		UNRELATED PC GENERAL AND OPERATING 5,000

CHILDREN'S HEALTHCARE OF ATLANTA (5701 SHS COCA COLA CO)

1575 NORTHEAST EXPRESSWAY NE
BROOKHAVEN,GA30329 		UNRELATED PC GENERAL AND OPERATING 334,079

CHILDREN'S HEALTHCARE OF ATLANTA (565 SHS COCA COLA CO)

1575 NORTHEAST EXPRESSWAY NE
BROOKHAVEN,GA30329 		UNRELATED PC GENERAL AND OPERATING 33,697

CHILDREN'S HEALTHCARE OF ATLANTA (855 SHS COCA CO)

1575 NORTHEAST EXPRESSWAY NE
BROOKHAVEN,GA30329 		UNRELATED PC GENERAL AND OPERATING 49,923

CITIZENS CHURCH CHARLOTTE

400 E MOREHEAD ST
CHARLOTTE,NC28202 		UNRELATED PC GENERAL AND OPERATING 10,000

CITY CHURCH OF KNOXVILLE

522 SEVIER AVE
KNOXVILLE,TN37920 		UNRELATED PC GENERAL AND OPERATING 10,000

CITYSCAPE CHURCH

3617 MACON RD
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 100,000

CLASSIC CITY CHURCH

386 N MILLEDGE AVE
ATHENS,GA30601 		UNRELATED PC GENERAL AND OPERATING 125,000

CLEMENT ARTS (1131 SHS COCA COLA CO)

2303 DOUBLE CHURCHES RD
COLUNMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 59,977

COLUMBUS HOSPICE (8096 SHS COCA COLA CO)

7020 MOON RD
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 500,090

COLUMBUS MUSEUM (8118 SHS COCA COLA CO)

1251 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 500,069

COLUMBUS MUSEUM (847 SHS COCA COLA C0)

1251 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 50,515

COLUMBUS MUSEUM

1251 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 455,000

COLUMBUS STATE UNIVERSITY FOUNDATION (1328 SHS COCA COLA CO)

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 80,331

COLUMBUS STATE UNIVERSITY FOUNDATION (390 SHS COCA COLA CO)

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 24,855

COLUMBUS STATE UNIVERSITY FOUNDATION

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 129,800

COLUMBUS SYMPHONY ORCHESTRA

900 BROADWAY
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 5,000

COLUMBUS TECHNICAL COLLEGE FOUNDATION (4136 SHS COCA COLA CO)

928 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 242,370

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (11401 SHS COCA COLA CO)

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 666,730

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (257 SHS COCA COLA CO)

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 15,060

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (4276 SHS COCA COLA CO)

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 250,060

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 186,667

COWETA FALLS STEEPLECHASE

1747 WARM SPRINGS RD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 5,000

CUMMER MUSEUM OF ART FOUNDATION (626 SHS COCA COLA CO)

829 RIVERSIDE AVE
JACKSONVILLE,FL32207 		UNRELATED PC GENERAL AND OPERATING 35,062

CUMMER MUSEUM OF ART FOUNDATION

829 RIVERSIDE AVE
JACKSONVILLE,FL32207 		UNRELATED PC GENERAL AND OPERATING 250,000

CURE CHILDHOOD CANCER (855 SHS COCA-COLA CO)

200 ASHFORD CENTER N SUITE 250
ATLANTA,GA30338 		UNRELATED PC GENERAL AND OPERATING 49,923

DEPAUL SCHOOL OF NORTHEAST FLORIDA

3044 SAN PABLO RD S
JACKSONVILLE,FL32224 		UNRELATED PC GENERAL AND OPERATING 15,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		UNRELATED PC GENERAL AND OPERATING 5,000

DRAGONFLY TRAIL NETWORK

10TH AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 27,500

EASTER SEALS OF WEST GEORGIA INC

PO BOX 1690
FORTSON,GA31808 		UNRELATED PC GENERAL AND OPERATING 10,000

EMORY UNIVERSITY (660 SHS COCA COLA CO)

201 DOWMAN DR
ATLANTA,GA30322 		UNRELATED PC GENERAL AND OPERATING 38,676

EYECARE TO THE NEEDY

2616 WARM SPRINGS ROAD
COLUMBUS,GA319045323 		UNRELATED PC GENERAL AND OPERATING 100,000

FEEDING NORTHEAST FLORIDA

1166 EDGEWOOD AVE N D/E
JACKSONVILLE,FL32254 		UNRELATED PC GENERAL AND OPERATING 250,000

FIRST TEE OF GREATER CHARLOTTE

2661 REVOLUTION PARK DR
CHARLOTTE,NC28208 		UNRELATED PC GENERAL AND OPERATING 3,600

FOCUS ON THE FAMILY

8605 EXPLORER DRIVE
COLORADO SPRINGS,CO809201051 		UNRELATED PC GENERAL AND OPERATING 50,000

FREEDOM FARM CROSSROAD

2618 8TH STREET
TUSCALLOSA,AL35401 		UNRELATED PC GENERAL AND OPERATING 25,000

GEORGIA CENTER FOR OPPORTUNITY

333 RESEARCH CT 210
PEACHTREE CORNERS,GA30092 		UNRELATED PC GENERAL AND OPERATING 101,500

HAMMOND SCHOOL

854 GALWAY LN
COLUMBIA,SC29209 		UNRELATED PC GENERAL AND OPERATING 30,000

HISTORIC COLUMBUS FOUNDATION (4276 SHS COCA COLA CO)

1440 2ND AVE
COLUMMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 250,060

HISTORIC COLUMBUS FOUNDATION

1440 2ND AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 125,000

HOLLAND AVENUE BAPTIST CHURCH

801 12TH STREET
CAYCE,SC29033 		UNRELATED PC GENERAL AND OPERATING 30,000

HOUSE OF TIME(790 SHS COCA COLA CO)

1200 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 50,568

HOUSE OF TIME

1200 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 10,000

IRON CITY CHURCH

1016 19TH ST S
BIRMINGHAM,AL35205 		UNRELATED PC GENERAL AND OPERATING 50,000

LOVE LIKE LEXI PROJECT

31368 PAHUTA ST
TEMECULA,CA92592 		UNRELATED PC GENERAL AND OPERATING 5,000

MERCER UNIVERSITY (3248 SHS COCA COLA CO)

1501 MERCER UNIVERSITY DRIVE
MACON,GA31207 		UNRELATED PC GENERAL AND OPERATING 199,265

MERCER UNIVERSITY

1501 MERCER UNIVERSITY DRIVE
MACON,GA31207 		UNRELATED PC GENERAL AND OPERATING 256,630

MERCYMED OF COLUMBUS (1666 SHS COCA COLA CO)

3702 2ND AVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 100,726

MICAH'S PROMISE (429 SHS COCA COLA CO)

233 12TH ST STE 601
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 25,139

MICAH'S PROMISE

233 12TH ST STE 601
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 10,000

MIDTOWN - TWO NOTCH

TWO NOTH ROAD
COLUMBIA,SC29204 		UNRELATED PC GENERAL AND OPERATING 10,000

MIDTOWN FELLOWSHIP

1800 BLANDING ST
COLUMBIA,SC29201 		UNRELATED PC GENERAL AND OPRATING 50,000

MIDTOWN FELLOWSHIP CHURCH - LEXINGTON

924 E MAIN ST
LEXINGTON,SC29072 		UNRELATED PC GENERAL AND OPERATING 20,000

MIDTOWN INC (858 SHS COCA COLA CO)

1236 WILDWOOD AVE
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 50,099

NATIONAL INFANTRY MUSEUM FOUNDATION

1775 LEGACY WAY 235
COLUMBUS,GA31903 		UNRELATED PC GENERAL AND OPERATING 100,000

NATURE NOW

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		UNRELATED PC GENERAL AND OPERATING 25,000

NEIGHBORWORKS (3248 SHS COCA COLA CO)

345 6TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 199,265

NEXT GENERATION FOCUS (343 SHS COCA COLA CO)

6755 MAJORS ROAD
CUMMING,GA30040 		UNRELATED PC GENERAL AND OPERATING 20,028

OPEN DOOR COMMUNITY HOUSE INC (1709 SHS COCA COLA CO)

2405 2ND AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 100,481

OPEN DOOR COMMUNITY HOUSE INC (1711 SHS COCA COLA CO)

2405 2ND AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 100,265

OPEN DOOR COMMUNITY HOUSE INC

2405 2ND AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 50,000

PHENIX CITY MAYOR'S BALL

601 12TH STREET
PHENIX CITY,AL36867 		UNRELATED PC GENERAL AND OPERATING 5,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE SUITE NW SUITE 2080
ATLANTA,GA30303 		UNRELATED PC GENERAL AND OPERATING 5,000

PIEDMONT COLUMBUS REGIONAL FOUNDATION (1042 SHS GLOBAL PMTS INC)

710 CENTER STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 101,772

PIEDMONT COLUMBUS REGIONAL FOUNDATION (6841 SHS COCA COLA CO)

710 CENTER STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 400,883

PIONEERS

10123 WILLIAM CAREY DR
ORLANDO,FL32832 		UNRELATED PC GENERAL AND OPERATING 7,200

RAINEY-MCCULLERS SCHOOL OF THE ARTS

1700 MIDTOWN DR
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 1,500

SAFEHOUSE MINISTRIES (4060 SHS COCA COLA CO)

2101 HAMILTON ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 249,081

SAFEHOUSE MINISTRIES (545 SHS COCA COLA CO)

2101 HAMILTON ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 34,733

SAFEHOUSE MINISTRIES

2101 HAMILTON ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 170,000

SALVATION ARMY

615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 100,000

SPRINGER OPERA HOUSE (3421 SHS COCA COLA CO)

103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 200,471

SPRINGER OPERA HOUSE

103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 33,334

STATE CHARTER SCHOOLS FOUNDATION

205 JESSE HILL JR DR SE
ATLANTA,GA30303 		UNRELATED PC GENERAL AND OPERATING 10,000

STEWART COUNTY EMS

PO BOX 157
LUMPKIN,GA31815 		UNRELATED PC GENERAL AND OPERATING 26,000

THE FOOD MILL

3718 2ND AVE SUITE A
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 15,000

TRINITY UNITED METHODIST CHURCH

1600 5TH AVE
PHENIX CITY,AL36867 		UNRELATED PC GENERAL AND OPERATING 50,000

TRUTH SPRING INC

3314 5TH AVENUE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 325,264

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (4547 SHS COCA COLA CO)

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 243,674

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (407 SHS COCA COLA)

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 24,969

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (9406 SHS COCA COLA CO)

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 551,192

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 35,000

UPTOWN COLUMBUS

25 W 10TH ST 4
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 137,500

YOUNG LIFE

2750 SOWEGA DR
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 20,000

YOUNG LIFE

710 N MAIN ST
COLUMBIA,TN38401 		UNRELATED PC GENERAL AND OPERATING 5,000
Total .................................right arrow 3a 10,869,303
bApproved for future payment

BREAKTHROUGH ATLANTA SCHOOL
4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		UNRELATED PC GENERAL AND OPERATING 100,000

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY
1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 1,333,332

HISTORIC COLUMBUS FOUNDATION
1440 2ND AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 250,000

LOVE LIKE LEXI
31368 PAHUTA ST
TEMECULA,CA92592 		UNRELATED PC GENERAL AND OPERATING 20,000

MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRIVE
MACON,GA31207 		UNRELATED PC GENERAL AND OPERAING 200,000

MIDTOWN INC
1236 WILDWOOD AVE
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 50,000

MUSCOGEE COUNTY LIBRARY FOUNDATION
3000 MACON RD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 1,000,000

PHILANTHROPY SOUTHEAST
100 PEACHTREE SUITE NW SUITE 2080
ATLANTA,GA30303 		UNRELATED PC GENERAL AND OPERATING 10,000

PIEDMONT COLUMBUS REGIONAL FOUNDATION
710 CENTER STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 1,200,000

SALVATION ARMY
615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 1,000,000

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION
PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 4,000,000
Total ................................. right arrow 3b 9,163,332
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 ........... 		    14 179,003  
4 Dividends and interest from securities ....     14 4,147,087  
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 .....     14 42,563  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,168,013  
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 5,536,666 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,536,666
(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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
BRADLEY-TURNER FOUNDATION INC
 
Employer identification number

58-6032142
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number
58-6032142
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18
 
PO BOX 23024
 
COLUMBUS, GA319023024

$ 552,574


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number

58-6032142
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number

58-6032142
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & ACCOUNTING FEES 55,100 55,100   0

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

TY 2023 ExpenditureResponsibilityStmt
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BELOCO FOUNDATION INC
  		PO BOX 140
COLUMBUS,GA319020140 		2023-04-01 116,619 SEE PDF ATTACHMENT     03/05/2024   SEE PDF ATTACHMENT

TY 2023 InvestmentsCorpBondsSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name of Bond End of Year Book Value End of Year Fair Market Value
TR #62-A001-20-5 BONDS - SEE ATTACHMENT 7,477,464 7,199,794
TR #62-A001-28-8 BONDS - SEE ATTACHMENT 413,050 391,873
TR #62-A095-04-1 - SEE ATTACHMENT 2,194,230 2,148,223

TY 2023 InvestmentsCorpStockSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name of Stock End of Year Book Value End of Year Fair Market Value
COCA-COLA - 510,773 SHARES 400,226 30,099,853
SYNOVUS FINANCIAL CORPORATION - 437,710 SHARES 4,861,959 16,479,782
GLOBAL PAYMENTS INC - 558,301 SHARES 18,942,301 70,904,227
TR #62-A097-03-9 - SEE ATTACHMENT 1,762,782 1,915,307
GREEN DOT CORP CL A 1 98,584

TY 2023 InvestmentsOtherSchedule2
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) AT COST 160,383 998,365
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) AT COST 2,621,211 3,579,620
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC AT COST 3,672,275 6,027,016
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) AT COST 2,535,962 3,453,325
BAY AVENUE OPPORTUNITY FUND, LLC AT COST 9,908 23,267
BUTLER FAMILY INVESTMENTS, LLC AT COST 554,964 633,411
TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT AT COST 17,543,094 22,910,750
TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT AT COST 1,043,784 1,276,698
TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT AT COST 1,635,497 1,591,330
TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT AT COST 8,233,821 10,215,986
TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT AT COST 5,049,586 9,719,506
TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT AT COST 1,704,173 2,695,346
TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT AT COST 1,469,780 1,568,855
BUTLER FAMILY INVESTMENTS II, LLC AT COST 460,914 640,143
USIP I, LLC AT COST 183,159 220,350
MIDDLEGROUND PARTNERS I, LP AT COST 308,894 905,024
IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP AT COST 499,127 751,031
LEGACY VENTURES X, LLC AT COST 2,144,694 2,212,240
BUTLER FAMILY INVESTMENTS III, LLC AT COST 417,776 547,749
CHALLEN PARTNERS LTD AT COST 2,008,775 1,793,376
BUTLER FAMILY INVESTMENTS IV, LLC AT COST 421,604 351,324
MSD PRIVATE CREDIT OPPORTUNITY FUND 2, LP AT COST 413,644 566,354
VISTA CREDIT PARTNERS FUND III, LP AT COST 1,123,855 1,135,923
BUTLER FAMILY INESTMENTS V, LLC AT COST 405,960 333,376
BUTLER FAMILY INESTMENTS VI, LLC AT COST 26,910 33,286

TY 2023 OtherAssetsSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION 433,000 433,000 433,000
PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS 2,000,000 2,000,000 2,000,000


TY 2023 OtherDecreasesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Amount
ADJUST CARRYING VALUE OF INVESTMENTS 2,097,317


TY 2023 OtherExpensesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN CONVERSION & OTHER EXPENSES 6,924 6,924   0
DEDUCTIONS FROM PASSTHROUGH ENTITIES 261,248 261,248   0
NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 91,827 0   0


TY 2023 OtherIncomeSchedule2
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
VARIOUS 93 93 93
VARIOUS PASSTHROUGH ENTITIES 42,470 42,470 42,470


TY 2023 OtherIncreasesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Amount
DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED 6,524,431


TY 2023 OtherProfessionalFeesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT & MANAGEMENT FEES 511,735 511,735   0


TY 2023 SubstantialContributorsSch
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name Address
SEE ATTACHED LIST  
 


TY 2023 TaxesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 35,000 0   0
FOREIGN TAXES 29,984 29,984   0