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 PEYTON ANDERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)577 MULBERRY STREET SUITE 830
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MACON, GA31201
A Employer identification number

58-1803562
B Telephone number (see instructions)

(478) 743-5359
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$119,419,015J 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 381,838 381,838  
4 Dividends and interest from securities... 1,676,860 1,676,860  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
2,601,665
b Gross sales price for all assets on line 6a 38,204,097
7 Capital gain net income (from Part IV, line 2)... 2,601,785
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
71,282 71,282  
12 Total. Add lines 1 through 11........ 4,731,645 4,731,765  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 310,132 56,118   254,014
14 Other employee salaries and wages...... 278,100 99,760   178,340
15 Pension plans, employee benefits....... 119,875 34,650   85,225
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,066 307   2,759
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
698,070 678,426   19,644
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,847 10,346   24,501
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,749 875  
20 Occupancy.............. 54,253 5,425   48,828
21 Travel, conferences, and meetings....... 79,857 31,297   48,560
22 Printing and publications.......... 1,383 138   1,245
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
108,269 8,407   99,862
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,696,601 925,749   762,978
25 Contributions, gifts, grants paid....... 4,616,500 4,616,500
26 Total expenses and disbursements. Add lines 24 and 25 6,313,101 925,749   5,379,478
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,581,456
b Net investment income (if negative, enter -0-) 3,806,016
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......... 2,593,703 3,175,508 3,175,508
3 Accounts receivable right arrow1,089,065
Less: allowance for doubtful accounts right arrow   1,089,065 1,089,065 219,902
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 arrow3,267,983
Less: allowance for doubtful accounts right arrow   2,803,975 Click to see attachment
List of Attached Documents:
// Content
3,267,983 		3,267,983
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,535,582 Click to see attachment
List of Attached Documents:
// Content
7,129,215 		7,112,052
b Investments—corporate stock (attach schedule)....... 62,124,719 Click to see attachment
List of Attached Documents:
// Content
59,674,885 		99,660,330
c Investments—corporate bonds (attach schedule)....... 4,617,500 Click to see attachment
List of Attached Documents:
// Content
4,626,050 		4,534,124
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).......... 562,786 Click to see attachment
List of Attached Documents:
// Content
539,456 		911,336
14 Land, buildings, and equipment: basis right arrow354,518
Less: accumulated depreciation (attach schedule) right arrow85,738 22,372 Click to see attachment
List of Attached Documents:
// Content
268,780 		268,780
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
50,000 		Click to see attachment
List of Attached Documents:
// Content
50,000 		Click to see attachment
List of Attached Documents:
// Content
269,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,399,702 79,820,942 119,419,015
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)   Click to see attachment
List of Attached Documents:
// Content
2,696
23 Total liabilities (add lines 17 through 22).........   2,696
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 81,399,702 79,818,246
29 Total net assets or fund balances (see instructions)..... 81,399,702 79,818,246
30 Total liabilities and net assets/fund balances (see instructions). 81,399,702 79,820,942
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
81,399,702
2
Enter amount from Part I, line 27a .....................
2
-1,581,456
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
79,818,246
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,818,246
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 VARIOUS MARKETABLE SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37,715,218   35,602,312 2,112,906
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,112,906
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,601,785
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 52,904
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  
3 Add lines 1 and 2........................... 3 52,904
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 52,904
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 68,419
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,419
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 15,515
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow15,515 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.PEYTONANDERSON.ORG
14
The books are in care ofright arrowKAREN J LAMBERT Telephone no.right arrow (478) 743-5359

Located atright arrow577 MULBERRY STREET SUITE 830MACONGA ZIP+4right arrow31201
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
 
 
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
REID HANSON JR TRUSTEE
4.00 		19,694 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
KATHRYN H DENNIS TRUSTEE
4.00 		19,694 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
R KIRBY GODSEY TRUSTEE
4.00 		19,694 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
MARC T TREADWELL TRUSTEE
4.00 		0 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
KAREN J LAMBERT PRESIDENT
40.00 		251,050 55,750 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
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
SEE ATTACHED SEE ATTACHED
000.00 		278,100 64,125  
577 MULBERRY STREET SUITE 830
MACON,GA31201
Total number of other employees paid over $50,000...................right arrow  
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
SNYDER CAPITAL MANAGEMENT LP INVESTMENT MGR 216,559
101 MISSION STREET SUITE 1400
SAN FRANCISCO,CA94105
BARON CAPITAL MANAGEMENT INC INVESTMENT MGR 211,254
767 FIFTH AVENUE 49TH FLOOR
NEW YORK,NY10153
H S MANAGEMENT PARTNERS LLC INVESTMENT MGR 188,704
640 FIFTH AVENUE 18TH FLOOR
NEW YORK,NY10019
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
110,470,981
b
Average of monthly cash balances.......................
1b
1,170,459
c
Fair market value of all other assets (see instructions)................
1c
219,902
d
Total (add lines 1a, b, and c).........................
1d
111,861,342
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
111,861,342
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,677,920
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
110,183,422
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,509,171
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
5,509,171
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
52,904
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
52,904
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,456,267
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,456,267
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,456,267
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
5,379,478
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
229,749
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
5,609,227
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 5,456,267
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 757,649
b From 2019...... 766,442
c From 2020...... 419,340
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 1,943,431
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,609,227
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 5,456,267
e Remaining amount distributed out of corpus 152,960
5 Excess distributions carryover applied to 2023.    
(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 2,096,391
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		757,649
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,338,742
10 Analysis of line 9:
a Excess from 2019.... 766,442
b Excess from 2020.... 419,340
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 152,960
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:
KAREN J LAMBERT
577 MULBERRY STREET SUITE 830
MACON,GA31201
(478) 743-5359
KLAMBERT@PAFDN.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE PAF GRANT APPLICATION ATTACHED.
cAny submission deadlines:
APRIL 1ST AND SEPTEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE PAF GRANT APPLICATION ATTACHED.
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

100 BLACK MEN MACON-MIDDLE GA

1680 BROADWAY
MACON,GA31201 		N/A PC DISCRETIONARY 1,000

AMERICAN COLLEGE OF VETERINARY
SUREGONS FOUNDATION
19785 CRYSTAL ROCK DR
STE 305
GERMANTOWN,MD20874 		N/A PC DISCRETIONARY 5,000

BOY SCOUTS OF AMERICA CENTRAL
GEORGIA COUNCIL
4335 CONFEDERATE WAY
MACON,GA31217 		N/A PC DISTINGUISHED CITIZEN AWARD 5,000

BOY SCOUTS OF AMERICA CENTRAL
GEORGIA COUNCIL
4335 CONFEDERATE WAY
MACON,GA31217 		N/A PC MENTORS IN SCOUTING 50,000

BRAINERD BAPTIST SCHOOL

4107 MAYFAIR AVE
CHATTANOOGA,TN37411 		N/A PC DISCRETIONARY 1,000

CENTRAL GEORGIA TECHNICAL COLLEGE
FOUNDATION
3300 MACON TECH DR
BLDG A ROOM 413
MACON,GA31206 		N/A PC CGTC CHILD DEVELOPMENT CENTER EXPANS 500,000

CENTRAL GEORGIA TECHNICAL COLLEGE
FOUNDATION
3300 MACON TECH DR
BLDG A ROOM 413
MACON,GA31206 		N/A PC DISCRETIONARY 1,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A PC ONE MACON 25,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A PC ROSE HILL RAMBLE VIDEO PROJECT 50,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A PC FANNING INSTITUTE - NON-PROFIT LEADE 25,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA
577 MULBERRY ST
SUITE 1600
MACON,GA31201 		N/A PC DISCRETIONARY 5,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA
577 MULBERRY ST
SUITE 1600
MACON,GA31201 		N/A PC THE MERRIE CHRISTMAS PROJECT 10,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA
577 MULBERRY ST
SUITE 1600
MACON,GA31201 		N/A PC IN CELEBRATION OF ITS 30TH ANNIVERSA 3,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA
577 MULBERRY ST
SUITE 1600
MACON,GA31201 		N/A PC DISCRETIONARY 3,000

CROSSROADS CHRISTIAN COUNSELING
CENTER
144 PIERCE AVE
MACON,GA31204 		N/A PC DISCRETIONARY 1,000

FAMILY COUNSELING CENTER OF
CENTRAL GEORGIA
277 MLK JR BLVD
STE 203
MACON,GA31201 		N/A PC DISCRETIONARY 1,000

FAMILY COUNSELING CENTER OF CENTRAL
GEORGIA
277 MLK JR BLVD
STE 203
MACON,GA31201 		N/A PC MACON AIM 2023-2025 60,000

FAMILY COUNSELING CENTER OF CENTRAL
GEORGIA
277 MLK JR BLVD
STE 203
MACON,GA31201 		N/A PC "HIDDEN VICTIMS": CHANGING INTERGEN 75,000

FIRST PRESBYTERIAN DAY SCHOOL

5671 CALVIN DR
MACON,GA31210 		N/A PC DISCRETIONARY - CHARLA 1,000

GEORGIA COLLEGE & STATE UNIVERSITY

231 W HANCOCK ST
MILLEDGEVILLE,GA31061 		N/A PC SCHOLARSHIPS 17,500

GEORGIA INSTITUTE OF TECHNOLOG

NORTH AVE
ATLANTA,GA30332 		N/A PC SCHOLARSHIPS 58,500

GEORGIA KINSHIP PROJECT INC

PO BOX 7313
WARNER ROBINS,GA31095 		N/A PC CONNECTED KIN: A NAVIGATION AND RESO 15,000

GEORGIA SOUTHERN UNIVERSITY

1332 SOUTHERN DR
STATESBORO,GA30458 		N/A PC SCHOLARSHIPS 38,500

GEORGIA STATE UNIVERSITY

PO BOX 2668
ATLANTA,GA30303 		N/A PC SCHOLARSHIPS 15,500

GOODWILL WORKS FOUNDATION

5171 EISENHOWER PKWY
MACON,GA31206 		N/A PC DISCRETIONARY 1,000

GRAND OPERA HOUSE

651 MULBERRY ST
MACON,GA31201 		N/A PC SEATING RENOVATION AND STAGE LIGHTS 20,000

GRAND OPERA HOUSE

651 MULBERRY ST
MACON,GA31201 		N/A PC DISCRETIONARY 1,000

GREATER MACON EDUCATIONAL
FUND INC
305 COLISEUM DR
MACON,GA31217 		N/A PC MACON MATTERS 25,000

GREATER MACON EDUCATIONAL FUND INC

305 COLISEUM DR
MACON,GA31217 		N/A PC PRESIDENT'S DISCRETIONARY 5,000

HISTORIC MACON

PO BOX 13358
MACON,GA31208 		N/A PC EXECUTIVE DIRECTOR SEARCH 5,000

HISTORIC MACON

PO BOX 13358
MACON,GA31208 		N/A PC DISCRETIONARY 2,500

HOLY COMFORTER EPISCOPAL
SCHOOL INC
2001 FLEISCHMANN RD
TALLAHASSEE,FL32308 		N/A PC DISCRETIONARY 1,000

K B SUTTON ELEMENTARY SCHOOL

1315 GA-83
FORSYTH,GA31029 		N/A PC SECOND GRADE CLASSROOMS 500

KENNESSAW STATE UNIVERSITY

1000 CHASTAIN ROAD NW
KENNESSAW,GA30144 		N/A PC SCHOLARSHIPS 13,000

KOLBE CENTER INC

833 WALNUT ST
MACON,GA31201 		N/A PC CARING FOR FAMILIES IN CRISIS 10,000

MACON AREA HABITAT FOR HUMANITY

690 HOLT AVE
MACON,GA31204 		N/A PC DISCRETIONARY 1,000

MACON AREA HABITAT FOR HUMANITY

690 HOLT AVE
MACON,GA31204 		N/A PC DISCRETIONARY 5,000

MACON ARTS ALLIANCE

486 FIRST ST
MACON,GA31201 		N/A PC DISCRETIONARY 1,000

MACON GEORGIA CHERRY BLOSSOM
FESTIVAL INC
794 CHERRY ST
MACON,GA31201 		N/A PC DISCRETIONARY 2,500

MACON HOPE INC

PO BOX 26912
MACON,GA31221 		N/A PC FIRST TEE CHAPTER 125,000

MACON OUTREACH AT MULBERRY

267 FIRST ST
MACON,GA31201 		N/A PC CAPITAL IMPROVEMENTS 22,000

MACON POPS INC

PO BOX 6295
MACON,GA31208 		N/A PC MACON POPS' SPRING CONCERT 20,000

MACON POPS INC

PO BOX 6295
MACON,GA31208 		N/A PC DISCRETIONARY 10,000

MACON POPS INC

PO BOX 6295
MACON,GA31208 		N/A PC DISCRETIONARY 1,000

MACON VOLUNTEER CLINIC

376 ROGERS AVE
MACON,GA31204 		N/A PC MEDICAL DIRECTOR SALARY SUPPORT 100,000

MACON-BIBB COUNTY

700 POPLAR ST
MACON,GA31201 		N/A PC DOWNTOWN SECURITY 200,000

MASONIC HOME OF GEORGIA

1417 NOTTINGHAM DR
MACON,GA31211 		N/A PC TENNIS NET AND EQUIPMENT 500

ME OVER PD FOUNDATION INC

5300 ZEBULON RD
GARDEN HOME 69
MACON,GA31210 		N/A PC MDS-MACON 34,000

MEN ABOUT CHANGEINC

3805 NAPIER AVE
MACON,GA31204 		N/A PC EQUIPPING MAC'S STEAM INNOVATION LAB 10,000

MENTORS PROJECT OF BIBB COUNTY

PO BOX 13750
MACON,GA31208 		N/A PC PROGRAM SUPPORT 25,000

MERCER UNIVERSITY PRESS

1400 COLEMAN AVE
MACON,GA31207 		N/A PC DISCRETIONARY 5,000

METHODIST CHILDREN'S HOME

304 PIERCE AVE
MACON,GA31204 		N/A PC DISCRETIONARY 1,500

METHODIST CHILDREN'S HOME

304 PIERCE AVE
MACON,GA31204 		N/A PC DISCRETIONARY - CHENZA 1,000

MIDDLE GEORGIA ACCESS TO JUSTICE
COUNCIL INC
PO BOX 1732
MACON,GA31202 		N/A PC DISCRETIONARY 5,000

MIDDLE GEORGIA STATE UNIVERSITY
FOUNDATION INC
100 UNIVERSITY PKWY
MACON,GA31206 		N/A PC CENTER FOR MIDDLE GEORGIA STUDIES 650,000

MIDDLE GEORGIA STATE UNIVERSITY

100 UNIVERSITY PKWY
MACON,GA31206 		N/A PC SCHOLARSHIPS 18,000

MOTHERS NEST INC

1064 PIO NONO AVE
MACON,GA31204 		N/A PC MOTHER'S NEST COMMUNITY SHELTER FAIR 25,000

MUSEUM OF ARTS AND SCIENCES

4182 FORSYTH RD
MACON,GA31210 		N/A PC DISCRETIONARY 2,000

MUSEUM OF AVIATION

PO BOX 2469
WARNER ROBINS,GA31099 		N/A PC DISCRETIONARY 1,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC INNER CITY TOUR 10,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC DOWNTOWN CHRISTMAS LIGHTS 25,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC DISCRETIONARY 5,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC SPANISH HERITAGE FESTIVAL 2,500

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC DISCRETIONARY 2,500

OTIS REDDING FOUNDATION

339 COTTON AVE
MACON,GA31201 		N/A PC OTIS REDDING CENTER FOR THE ARTS 1,000,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW
WASHINGTON,DC20036 		N/A PC DISCRETIONARY 2,500

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST
STE 2080
ATLANTA,GA30303 		N/A PC GEORGIA GRANTMAKER'S ALLIANCE 5,000

RESCUE MISSION OF MIDDLE GEORGIA

6001 ZEBULON RD
MACON,GA31220 		N/A PC HOMES OF HOPE CAPITAL CAMPAIGN 500,000

ROSA TAYLOR ELEMENTARY SCHOOL

2976 CRESTLINE DR
MACON,GA31204 		N/A PC SECOND GRADE CLASSROOMS - GL DISCRET 500

SALVATION ARMY OF CENTRAL GEORGIA

1955 BROADWAY
MACON,GA31206 		N/A PC THE SALVATION ARMY OF GREATER MACON 166,000

STORYBOOK FARM

300 CUSSETA RD
OPELIKA,AL36801 		N/A PC DISCRETIONARY 5,000

STORYBOOK FARM

300 CUSSETA RD
OPELIKA,AL36801 		N/A PC DISCRETIONARY 1,000

STRATFORD ACADEMY

6010 PEAKE RD
MACON,GA31220 		N/A PC DISCRETIONARY 1,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A PC LAW SCHOOL ADVOCACY PROGRAM 10,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A PC PEYTON ANDERSON CIVIC JOURNALISM FEL 75,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A PC WALTER F. GEORGE SCHOOL OF LAW 2,500

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A PC STETSON-HATCHER SCHOOL OF BUSINESS 5,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A PC SCHOLARSHIPS 51,500

THE UNIVERSITY OF GEORGIA
FOUNDATION
1 PRESS PL
STE 101
ATHENS,GA30601 		N/A PC FRANKLIN COLLEGE OF ARTS & SCIENCES 2,500

THE UNIVERSITY OF GEORGIA

394 S MILLEGE AVE
ATHENS,GA30602 		N/A PC SCHOLARSHIPS 58,000

TWIN CEDARS YOUTH AND FAMILY SERVIC

4690 N MUMFORD RD
MACON,GA31210 		N/A PC BALDWIN COTTAGE RENOVATION 75,000

UNITED IN PINK

1415 BASS RD
SUITE B
MACON,GA31210 		N/A PC FAMILY2FAMILY - BREAST CANCER SUPPOR 42,500

UNITED WAY OF CENTRAL GEORGIA

117 HAMPTON RIDGE RD
MACON,GA31220 		N/A PC REVIVING BASEBALL IN INNER CITIES 20,000

WESLEYAN COLLEGE

4760 FORSYTH RD
MACON,GA31210 		N/A PC BRINGING WESLEYAN COLLEGE INTO THE D 205,000

WESLEYAN COLLEGE

4760 FORSYTH RD
MACON,GA31210 		N/A PC SCHOLARSHIPS 7,000

YOUTHUP INC

4028 DELLWOOD DR
MACON,GA31204 		N/A PC EMPOWERING YOUTH FOR A SAFER MACON-B 20,000
Total .................................right arrow 3a 4,616,500
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 381,838  
4 Dividends and interest from securities ....     14 1,676,860  
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 71,282  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,601,785 -120
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) ..   4,731,765 -120
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,731,645
(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

TY 2023 AccountingFeesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 3,066 307   2,759

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

TY 2023 DepreciationSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNISHINGS 1989-04-28 2,650 2,650 S/L 7.0000        
OFFICE FURNISHINGS 1989-08-31 18,811 18,811 S/L 7.0000        
OFFICE FURNISHINGS 1997-08-01 7,636 7,636 S/L 7.0000        
BEIGE FILING CABINET - FILE ROOM 1997-07-14 194 194 S/L 7.0000        
OPEN SHELF FILING SYSTEM-FILE ROOM 1997-07-16 1,464 1,464 S/L 7.0000        
SIDE BOARD -SMALL CONFERENCE ROOM 1997-09-10 741 741 S/L 7.0000        
(2) CHIPPENDALE CHAIRS-KAREN'S OFFICE 2000-03-23 435 435 S/L 7.0000        
DROP LEAF TABLE-KAREN'S OFFICE 2000-07-28 398 398 S/L 7.0000        
DESK WITH HUTCH-KAREN'S OFFICE 2001-01-19 1,585 1,585 S/L 7.0000        
SOFA-RECEPTION 2002-12-23 423 423 S/L 7.0000        
OFFICE FURNISHINGS 2003-12-31 6,096 6,096 S/L 7.0000        
OFFICE FURNISHINGS & EQUIPMENT 2004-12-31 5,875 5,875 S/L 7.0000        
REFRIGERATOR 2007-03-19 622 622 S/L 7.0000        
QUEEN ANNE TABLE & 6 CHAIRS-BREAKROOM 2007-07-01 800 800 S/L 7.0000        
BOOKCASE-KAREN'S OFFICE 2007-09-17 112 112 S/L 7.0000        
CHAIR-CHENZA OFFICE 2007-12-17 348 348 S/L 7.0000        
(3) RUGS 2008-02-01 2,247 2,247 S/L 7.0000        
TV & DISC PLAYER-LARGE CONFERENCE ROOM 2010-03-11 3,423 3,423 S/L 7.0000        
L DESK-SCHOLARSHIP OFFICE 2010-04-09 934 934 S/L 7.0000        
CHAIR-SCHOLARSHIP OFFICE 2010-04-09 149 149 S/L 7.0000        
LATERAL FILE 4 DRAWER-CHARLA OFFICE 2010-04-09 749 749 S/L 7.0000        
COMPUTER DESK-SM CONF ROOM 2010-09-02 180 180 S/L 7.0000        
COMPUTER DESK-SCHOLARSHIP OFFICE 2010-09-02 180 180 S/L 7.0000        
(2) GUEST CHAIRS-SCHOLARSHIP OFFICE 2010-09-02 704 704 S/L 7.0000        
DESK CHAIR-SCHOLARSHIP OFFICE 2010-10-18 192 192 S/L 7.0000        
ROUND TABLE-SCHOLARSHIP OFFICE 2010-11-02 135 135 S/L 7.0000        
FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE 2012-01-05 587 587 S/L 7.0000        
SHREDDER 2012-10-01 1,378 1,378 S/L 7.0000        
(2) PORTABLE DESKS 2013-08-09 359 359 S/L 7.0000        
SHELVING-BASEMENT 2014-03-12 993 993 S/L 7.0000        
FLAT BED CART 2014-03-20 80 80 S/L 7.0000        
WORKCENTRE 7835 COPIER 2015-01-12 11,401 11,401 S/L 5.0000        
MOBILE BEVERAGE CART 2015-02-19 389 389 S/L 7.0000        
700W MICROWAVE 2015-02-19 109 109 S/L 7.0000        
OFFICE DESK & CHAIR-CHENZA 2015-04-06 2,405 2,405 S/L 7.0000        
FIREWALL 2017-01-30 3,769 3,769 S/L 5.0000        
GRANT MAKING SOFTWARE 2018-01-16 23,565 23,369 S/L 5.0000 196 19    
OFFICE CHAIR-GAIL 2018-08-06 428 268 S/L 7.0000 40 4    
FINANCIAL EDGE-BLACKBAUD 2018-08-21 13,788 12,064 S/L 5.0000 1,724 172    
SURFACE BOOK 2-GAIL 2018-08-22 2,613 2,286 S/L 5.0000 327 33    
(2) MONITORS-GAIL 2018-09-18 511 439 S/L 5.0000 72 7    
(7) DIGIUM SWITCHVOX D65 PHONES 2019-05-24 6,588 4,721 S/L 5.0000 1,318 132    
WIRELESS & ACCESS POINTS 2019-05-24 1,134 813 S/L 5.0000 226 23    
MICROSOFT SURFACE PRO - KAREN'S 2020-08-06 3,980 1,924 S/L 5.0000 796 80    
HP PROBOOK - CHENZA'S 2020-08-06 2,605 1,259 S/L 5.0000 521 52    
HP COLOR LJ PRO COPIER-KAREN OFFICE 2021-03-31 481 169 S/L 5.0000 96 10    
HP COLOR LJ PRO MFP COPIER-KAREN HOME 2021-11-04 523 122 S/L 5.0000 105 11    
DELL OPTIPLEX 3080 DESKTOP COMPUTER-KAREN HOM 2021-12-06 1,583 343 S/L 5.0000 317 32    
POWER EDGE T340 SERVER 2022-06-14 11,548 1,347 S/L 5.0000 2,310 231    
HP PROBOOK 450 G9 LAPTOP (CHARLA) 2022-09-14 2,302 153 S/L 5.0000 461 46    
HP LASERJET PRO M083FDW-GAIL OFFICE 2023-05-25 558   S/L 5.0000 65 6    
HP LASERJET PRO M083FDW-CHARLA OFFICE 2023-05-25 558   S/L 5.0000 65 6    
HP LASERJET PRO M083FDW PRINTER-CHENZA OFFICE 2023-05-25 558   S/L 5.0000 65 6    
SURFACE LAPTOP-GAIL 2023-11-25 2,696   S/L 5.0000 45 5    
WARMING DRAWER 2023-12-31 2,105              
COUNTERTOP MICROWAVE 1200 WATT 2023-12-31 323              
SMART FRENCH DOOR REFRIGERATOR 2023-12-31 2,199              
QUADWASH FRONT CONTROL 24 IN DISHWASHER 2023-12-31 650              
TOASTER OVEN 2023-12-31 243              
RENOVATIONS 2023-12-31 245,387              

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TY 2023 GainLossSaleOtherAssetsSch
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
DISPOSALS   PURCHASE 2023-09     48,347     -120 48,227
SURFACE BOOK 2-GAIL 2018-08 PURCHASE 2023-12     2,613       2,613

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of Bond End of Year Book Value End of Year Fair Market Value
TRUIST 4,626,050 4,534,124

TY 2023 InvestmentsCorpStockSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB 59,674,885 99,660,330

TY 2023 InvestmentsGovtObligationsSch
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
US Government Securities - End of Year Book Value:

7,129,215
US Government Securities - End of Year Fair Market Value:

7,112,052
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIPS & RE INVESTMENT TRUSTS AT COST 539,456 911,336

TY 2023 LandEtcSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE, FIXTURES, EQUIPMENT 103,612 85,738 17,874 17,874
RENOVATIONS 250,906   250,906 250,906


TY 2023 OtherAssetsSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PAINTINGS - PENLEY 50,000 50,000 269,000


TY 2023 OtherExpensesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BANK CHARGES 209     209
COMMUNICATIONS 4,615     4,615
EQUIPMENT MAINTENANCE AND SUP 32,897 3,290   29,607
INTERNET, TELEPHONE, CABLE 10,889 1,089   9,800
OFFICE SUPPLIES AND EXPENSE 6,009 601   5,408
SCHOLARSHIP EXPENSE 19,384     19,384
SUBSCRIPTIONS, DUES, INSURANC 34,266 3,427   30,839


TY 2023 OtherIncomeSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INT/FEES-MISSION RELATED LOAN 71,282 71,282  


TY 2023 OtherLiabilitiesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE   2,696


TY 2023 OtherNotesLoansRcvblShortSch2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of 501(c)(3) Organization Balance Due
455 THIRD LLC
  		604,201
461 THIRD LLC
  		1,575,500
544 MULBERRY LLC
  		1,088,282


TY 2023 OtherProfessionalFeesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MONEY MANAGER SERVICES 677,736 677,736    
OTHER PROFESSIONAL FEES 20,334 690   19,644


TY 2023 TaxesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES AND OTHER 34,847 10,346   24,501
EXCISE TAXES