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
CAPITAL CITY BANK GROUP
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)217 N MONROE STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TALLAHASSEE, FL32301
A Employer identification number

59-2276367
B Telephone number (see instructions)

(850) 402-8456
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$4,341,972
J 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) 353,480
2 Check right arrow.............
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities... 87,293 87,293  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,991
b Gross sales price for all assets on line 6a 338,743
7 Capital gain net income (from Part IV, line 2)... 62,991
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 503,789 150,309  
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)....... 3,530 1,765   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 509 209   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 900 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,939 1,974   0
25 Contributions, gifts, grants paid....... 311,536 311,536
26 Total expenses and disbursements. Add lines 24 and 25 316,475 1,974   311,536
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 187,314
b Net investment income (if negative, enter -0-) 148,335
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......... 212,413 188,304 188,304
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)....... 1,897,173 Click to see attachment
List of Attached Documents:
// Content
1,760,431
3,170,457
c Investments—corporate bonds (attach schedule)....... 647,010 Click to see attachment
List of Attached Documents:
// Content
988,000
983,211
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,756,596 2,936,735 4,341,972
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 8,805 840
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)......... 8,805 840
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........... 2,747,791 2,935,895
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,747,791 2,935,895
30 Total liabilities and net assets/fund balances (see instructions). 2,756,596 2,936,735
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
2,747,791
2
Enter amount from Part I, line 27a .....................
2
187,314
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
790
4
Add lines 1, 2, and 3 ..........................
4
2,935,895
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,935,895
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 P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 297,296   275,752 21,544
b 41,447     41,447
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       21,544
b       41,447
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 62,991
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 2,062
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 2,062
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 2,062
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,314
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,848
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,162
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,100
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,100 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
 
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 arrowFL
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.CCBGFOUNDATION.ORG
14
The books are in care ofright arrowWHITNEY NICOLA Telephone no.right arrow (850) 402-8456

Located atright arrow217 N MONROE STTALLAHASSEEFL ZIP+4right arrow32301
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILLIAM G SMITH JR CHAIRMAN
1.00
0 0 0
217 N MONROE STREET
TALLAHASSEE,FL32301
WHITNEY NICOLA TREASURER
1.00
0 0 0
217 N MONROE STREET
TALLAHASSEE,FL32301
BROOKE HALLOCK SECRETARY
1.00
0 0 0
217 N MONROE STREET
TALLAHASSEE,FL32301
DR ALMA LITTLES DIRECTOR
1.00
0 0 0
FSU COLLEGE OF MEDICINE MC 4300
TALLAHASSEE,FL32306
JEFF WAHLEN DIRECTOR
1.00
0 0 0
123 SOUTH CALHOUN STREET
TALLAHASSEE,FL32301
WILLIAM GSMITH III DIRECTOR
1.00
0 0 0
217 N MONROE STREET
TALLAHASSEE,FL32301
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,685,222
b
Average of monthly cash balances.......................
1b
351,848
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,037,070
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
4,037,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,556
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,976,514
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
198,826
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
198,826
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,062
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,062
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
196,764
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
196,764
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
196,764
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
311,536
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
311,536
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 7 196,764
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...... 59,247
b From 2019...... 108,341
c From 2020...... 97,326
d From 2021...... 2,943
e From 2022...... 28,639
f Total of lines 3a through e ........ 296,496
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 311,536
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..... 196,764
e Remaining amount distributed out of corpus 114,772
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 5 411,268
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) ...
59,247
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
352,021
10 Analysis of line 9:
a Excess from 2019.... 108,341
b Excess from 2020.... 97,326
c Excess from 2021.... 2,943
d Excess from 2022.... 28,639
e Excess from 2023.... 114,772
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:
ONLINE ONLY
217 N MONROE STREET
TALLAHASSEE,FL32301
(850) 402-8456
WWW.CCBGFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS WILL ONLY BE ACCEPTED ONLINE USING THE SUBMISSION FORM ON THE ORGANIZATION'S WEBSITE. APPLICATIONS ARE ONLY ACCEPTED FROM THOSE ORGANIZATIONS THAT ARE NON-PROFIT, CHARITABLE ORGANIZATIONS UNDER SECTION 501(C)(3).
cAny submission deadlines:
APRIL 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PROVIDED ONLY TO NON-PROFIT, CHARITABLE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3). FURTHER, GRANTS ARE NOT GIVEN FOR REQUESTS OF THE FOLLOWING NATURE: ADVERTISING, ASSOCIATION MEMBERSHIPS, ATHLETIC TEAM/EVENT SPONSORSHIP, FUNDRAISING SPONSORSHIP, TICKET TO ATTEND COMMUNITY FUNCTIONS/FUNDRAISERS, PROFESSIONAL TELEPHONE SOLICITATIONS, THOSE WITH RELIGIOUS/POLITICAL AFFILIATIONS, THOSE LOCATED OUTSIDE OF CCBG'S MARKET AREA.
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

YOUNG MEN RISING INCORPORATED

POBOX 399
DECATUR,GA30031
NONE PC SOCIAL SERVICES 2,000

TAYLOR COUNTY UNITED

3254 GRAMBLING LANE
PERRY,FL32347
NONE PC SOCIAL SERVICES 1,500

A WOMEN'S PREGNANCY CENTER

919 W PENSACOLA ST
TALLAHASSEE,FL32304
NONE PC SOCIAL SERVICES 250

A NEW GENERATION OF HERNANDO INC

3027 LANDOVER BLVD
SPRING HILL,FL34608
NONE PC SOCIAL SERVICES 500

A FULL SUMMER INC

PO BOX 13445
TALLAHASSEE,FL32317
NONE PC SOCIAL SERVICES 1,000

SECOND HARVEST OF THE BIG BEND

4446 ENTREPOT BLVD
TALLAHASSEE,FL32310
NONE PC SOCIAL SERVICES 54,600

100 BLACK MEN OF NORTH METRO ATLANTA INC

2300 HOLCOMB BRIDGE SUITE 103-215
ROSWELL,GA30076
NONE PC SOCIAL SERVICES 2,500

TRI COUNTY OUTREACH INC

POBOX 2194
CHIEFLAND,FL32644
NONE PC SOCIAL SERVICES 2,000

THE SAFE PLACE PSJ INC

504 6TH STREET
PORT ST JOE,FL32456
NONE PC SOCIAL SERVICES 1,000

TALLAHASSEE FRIENDS OF OUR PARKS

1201 MYERS PARK DR
TALLAHASSEE,FL32301
NONE PC SOCIAL SERVICES 1,000

AMERICAN HEART ASSOCIATION (NATIONAL)

7272 GREENVILLE AVENUE
DALLAS,TX75231
NONE PC SOCIAL SERVICES 768

TALLAHASSEE SENIOR CITIZENS FOUNDATION

1400 N MONROE STREET
TALLAHASSEE,FL32303
NONE PC SOCIAL SERVICES 2,000

UNITED WAY OF HERNANDO COUNTY INC

4028 COMMERCIAL WAY
SPRING HILL,FL34606
NONE PC SOCIAL SERVICES 500

UNITED WAY OF THE BIG BEND

307 EAST 7TH AVENUE
TALLAHASSEE,FL32303
NONE PC SOCIAL SERVICES 38,800

THE ALZHEIMERS PROJECT INC

301 E THARPE ST
TALLAHASSEE,FL32303
NONE PC SOCIAL SERVICES 1,500

THE WESLEYAN CHURCH

7790 STATE ROAD 100
KEYSTONE HEIGHTS,FL32656
NONE PC SOCIAL SERVICES 500

VILLAGE IMPRVMNT ASSOC FED WMNS CLB - GC

17 N PALMETTO AVE
GREEN COVE SPRINGS,FL320433415
NONE PC SOCIAL SERVICES 500

GRADY COUNTY HELP AGENCIES INC

PO BOX 1452
CAIRO,GA39828
NONE PC SOCIAL SERVICES 3,000

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MEADOWS PKWY STE 200
KENNESAW,GA30144
NONE PC SOCIAL SERVICES 670

TAYLOR COUNTY 4-H

203 FOREST PARK
PERRY,FL32348
NONE PC SOCIAL SERVICES 6,000

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVENUE
DALLAS,TX75231
NONE PC SOCIAL SERVICES 100

JERICHO ROAD MINISTRIES INC

PO BOX 864
BROOKSVILLE,FL34605
NONE PC SOCIAL SERVICES 6,000

AMERICA'S SECOND HARVEST OF THE BIG BEND

4446 ENTREPOT BLVD
TALLAHASSEE,FL32310
NONE PC SOCIAL SERVICES 2,500

ROTARY FOUNDATION OF ROTARY INTERNATIONAL

225 SW FAIRWAY DR
KEYSTONE HEIGHTS,FL32656
NONE PC SOCIAL SERVICES 100

RONALD MCDONALD HOUSE CHARITIES OF TALLAH

712 EAST 7TH AVE
TALLAHASSEE,FL32303
NONE PC SOCIAL SERVICES 1,000

RESCUE MISSION OF MIDDLE GEORGIA INC

6601 ZEBULON ROAD
MACON,GA31220
NONE PC SOCIAL SERVICES 2,500

SAV-A-LIFE LANETT VALLEY INC

711 NORTH 4TH AVENUE
LANETT,AL36863
NONE PC SOCIAL SERVICES 1,000

OASIS CENTER FOR WOMEN AND GIRLS

317 E CALL STREET
TALLAHASSEE,FL32301
NONE PC SOCIAL SERVICES 1,750

LEMONDROP PRODUCTIONS INC

POBOX 2372
HAVANA,FL32333
NONE PC SOCIAL SERVICES 250

WASHINGTON COUNTY COUNCIL ON AGING INC

1348 SOUTH BLVD
CHIPLEY,FL32428
NONE PC SOCIAL SERVICES 500

INTERFAITH FOOD CLOSET

PO BOX 541
LANETT,AL36863
NONE PC SOCIAL SERVICES 2,000

HABITAT FOR HUMANITY OF CITRUS COUNTY

P O BOX 1041
CRYSTAL RIVER,FL34423
NONE PC SOCIAL SERVICES 5,000

ELDER CARE SERVICES INC (BIG BEND AREA)

2518 W TENNESSEE ST
TALLAHASSEE,FL32304
NONE PC SOCIAL SERVICES 2,000

SHEPHERDS HAVEN INC

PO BOX 177
HASTINGS,FL32145
NONE PC SOCIAL SERVICES 1,000

CHRISTIAN FAMILY CENTER INC

PO BOX 149
ROCKLEDGE,GA30454
NONE PC SOCIAL SERVICES 1,000

BOYS AND GIRLS CLUB OF GRADY COUNTY

101 6TH AVENUE
SW CAIRO,GA31022
NONE PC SOCIAL SERVICES 5,000

BIG BEND HABITAT FOR HUMANITY INC

2921 ROBERTS AVENUE
TALLAHASSEE,FL32310
NONE PC SOCIAL SERVICES 5,000

METAVISIONS INC

1448-2 TERRACE STREET
TALLAHASSEE,FL32303
NONE PC SOCIAL SERVICES 500

PROGRESSIVE HOUSING OF PUTNAM COUNTY INC

1209 WESTOVER DR
PALATKA,FL32177
NONE PC SOCIAL SERVICES 1,000

PUTNAM FIRST CANCER FUND INC

600 ZEAGLER DR
PALATKA,FL32177
NONE PC SOCIAL SERVICES 1,000

FELLOWSHIP OF CHRISTIAN ATHLETES

2813 RIDGEWAY ST
TALLAHASSEE,FL32310
NONE PC SOCIAL SERVICES 2,000

SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL33607
NONE PC SOCIAL SERVICES 125

MGB INC

4462 CLUB TRCE
MACON,GA31210
NONE PC SOCIAL SERVICES 2,500

MERCY SUPPORT SERVICES INC

PO BOX 65160
ORANGE PARK,FL32065
NONE PC SOCIAL SERVICES 500

KEYSTONE HEIGHTS FFA ALUMNI ASSOCIATION

6477 BERNICE RD
KEYSTONE HEIGHTS,FL32656
NONE PC SOCIAL SERVICES 1,000

FRIENDS OF CHAMBERS COUNTY DRUG COURT INC

205 JARRETT STREET
VALLEY,AL36854
NONE PC SOCIAL SERVICES 500

CHILDREN'S HOME SOCIETY OF FLORIDA

5766 SEMORAN BLVD
ORLANDO,FL32822
NONE PC FAMILY/CHILDREN 10,550

PARTNERSHIP FOR STRONG FAMILIES INC

PO BOX 491
CHIEFLAND,FL32644
NONE PC FAMILY/CHILDREN 5,000

CITRUS COUNTY HARVEST INCORPORATED

2804 W MARC KNIGHTON CT
LECANTO,FL34461
NONE PC FAMILY/CHILDREN 500

PILOT CLUB OF ST AUGUSTINE

9640 JARVIS AVE
HASTINGS,FL32145
NONE PC FAMILY/CHILDREN 1,500

BOYZ TO KINGS INC

PO BOX 98
MADISON,FL32341
NONE PC FAMILY/CHILDREN 2,000

VALLEY UNITED FUND INC

POBOX 205
WEST POINT,GA31833
NONE PC FAMILY/CHILDREN 500

COBB & DOUGLAS HEALTH FOUNDATION INC

1650 COUNTY SERVICES PARKWAY
MARIETTA,GA30008
NONE PC FAMILY/CHILDREN 5,000

CAPITAL CITY YOUTH SERVICES

2407 ROBERTS AVENUE
TALLAHASSEE,FL32310
NONE PC FAMILY/CHILDREN 3,000

CHILDREN'S HOME SOCIETY OF FLFIRST COAST

3027 SAN DIEGO ROAD
JACKSONVILLE,FL32207
NONE PC FAMILY/CHILDREN 1,000

THE ROSE BUD TRANSITIONAL HOME INC

POBOX 465404
LAWRENCEVILLE,GA30044
NONE PC FAMILY/CHILDREN 1,500

CHAMBERS CNTY COUNCIL FOR NEGLECTED & DEP

VALLEY AL 14 MEDICAL PARK
VALLEY,AL36854
NONE PC FAMILY/CHILDREN 1,000

BALANCE 180 GYMNASTICS & SPORTS ACADEMY

3119 NW 57TH TERRACE
GAINESVILLE,FL32606
NONE PC FAMILY/CHILDREN 2,150

BOYS & GIRLS CLUB LAURENS & JOHNSON CNTY

1381 SECOND STREET
DUDLEY,GA31022
NONE PC FAMILY/CHILDREN 1,000

LEE CONLEE HOUSE INC

PO BOX 2558
PALATKA,FL32178
NONE PC FAMILY/CHILDREN 2,000

THE SURVIVE AND THRIVE ADVOCACY CENTER

PO BOX 13898
TALLAHASSEE,FL32317
NONE PC FAMILY/CHILDREN 1,000

QUEEN OF BUTTERFLIES INC

320 NW ADELIE TRL
MADISON,FL32340
NONE PC FAMILY/CHILDREN 1,000

PACE CENTER FOR GIRLS INC JACKSONVILLE

6745 PHILIPS INDUSTRIAL BLVD
JACKSONVILLE,FL32256
NONE PC FAMILY/CHILDREN 30

BOY SCOUTS OF AMERICA 87 N FL COUNCIL

521 SEDGEWOOD AVE
JAXKSONVILLE,FL32205
NONE PC FAMILY/CHILDREN 250

TALLAHASSEE URBAN LEAGUE

923 OLD BAINBRIDGE RD
TALLAHASSEE,FL32303
NONE PC FAMILY/CHILDREN 1,000

ROTARY YOUTH CAMP

POBOX 10426
TALLAHASSEE,FL32302
NONE PC FAMILY/CHILDREN 2,500

PACE CENTER FOR GIRLS INC HERNANDO

3139 DUMONT AVE
SPRING HILL,FL34609
NONE PC FAMILY/CHILDREN 1,000

JUNIOR LEAGUE OF TALLAHASSEE INC

404 E 6TH AVE
TALLAHASSEE,FL32303
NONE PC FAMILY/CHILDREN 1,000

FAMILY COUNSELING CENTER OF MACON&BIBB GA

277 MLK BLVD SUITE 203
MACON,GA31201
NONE PC FAMILY/CHILDREN 2,000

FAMILY SERVICE AGENCY OF BAY COUNTY INC

114 E 9TH STREET
PANAMA CITY,FL32401
NONE PC FAMILY/CHILDREN 2,500

FAMILY PROMISE OF GAINESVILLE FLORIDA

POBOX 5189
GAINESVILLE,FL32627
NONE PC FAMILY/CHILDREN 1,000

FOOD4KIDS OF ALACHUA

14805 NW 140TH STREET BOX 668
ALACHUA,FL32615
NONE PC FAMILY/CHILDREN 3,000

EDUCATION FOUNDATION OF GILCHRIST COUNTY

POBOX 1816
TRENTON,FL32693
NONE PC EDUCATION 2,030

DIXIE EDUCATION FOUNDATION INC

PO BOX 2655
CROSS CITY,FL32628
NONE PC EDUCATION 3,000

BRADFORD COUNTY EDUCATION FOUNDATION INC

501 WWASHINGTON STREET
STARKE,FL32091
NONE PC EDUCATION 2,403

NATIONAL HOOK-UP OF BLACK WOMEN INC

PO BOX 1126
QUINCY,FL32353
NONE PC EDUCATION 750

COMMUNITIES IN SCHOOLS OF BRADFORD CNTY

100 E CALL ST
STARKE,FL32091
NONE PC EDUCATION 1,000

CLAY COUNTY EDUCATION FOUNDATION

900 WALNUT ST
GREEN COVE SPRINGS,FL32043
NONE PC EDUCATION 1,000

CENTER FOR SUSTAINABLE AGRICULTURAL EXCEL

181 SCHOOL RD
EAST PALATKA,FL32131
NONE PC EDUCATION 1,000

A BETTER BODY US INC

1412 FL GA HWY
HAVANA,FL32333
NONE PC EDUCATION 1,000

BELL LIBRARY VOLUNTEERS

1140 S MAIN ST
BELL,FL32619
NONE PC EDUCATION 1,000

SUWANNEE FOUNDATION FOR EXCELLENCE IN EDU

1314 PINE AVENUE SW
LIVE OAK,FL32064
NONE PC EDUCATION 5,000

FOUNDATION FOR LEON COUNTY SCHOOLS

2757 WEST PENSACOLA STREET
TALLAHASSEE,FL32304
NONE PC EDUCATION 1,750

GREATER VALLEY JUNETEENTH CELEBRATION

POBOX 494
WEST POINT,GA31833
NONE PC EDUCATION 1,000

LEVY COUNTY PUBLIC SCHOOLS FOUNDATION INC

POBOX 1386
BRONSON,FL32621
NONE PC EDUCATION 7,500

HERNANDO COUNTY EDUCATION DIRECT SUPPORT

900 EMERSON RD
BROOKSVILLE,FL31601
NONE PC EDUCATION 2,500

NEWBERRY CHRISTIAN COMMUNITY SCHOOL INC

3536 NW 8TH AVE
GAINESVILLE,FL32605
NONE PC EDUCATION 2,500

MOSAIC GEORGIA INC

POBOX 1329
DULUTH,GA30096
NONE PC EDUCATION 1,500

FRIENDS OF WAKULLA COUNTY PUBLIC LIBRARY

POBOX 1737
CRAWFORDVILLE,FL32326
NONE PC EDUCATION 2,000

HISTORIC MACON FOUNDATION

950 THIRD ST
MACON,GA31201
NONE PC EDUCATION 2,500

CORPORATION OF MERCER UNIVERSITY

1501 MERCER UNIVERSITY
DRMACON,GA31207
NONE PC EDUCATION 2,000

GRACEPOINT SCHOOL INC

570 PIEDMONT RD
MARIETTA,GA30066
NONE PC EDUCATION 250

FRIENDS OF EBO

2509 COUNTY SIDE DR
FLEMING ISLAND,FL32003
NONE PC EDUCATION 400

JUNIOR ACHIEVEMENT USA

13707 N 22ND
STTAMPA,FL33613
NONE PC EDUCATION 100

FERST READERS INC

1619 BRYN MAWR CIR
MARIETTA,GA30068
NONE PC EDUCATION 2,000

FL ENDOWMENT FOUNDATION FOR VOCATIONAL RE

3320 THOMASVILLE RD SUITE 200
TALLAHASSEE,FL32308
NONE PC EDUCATION 1,000

ADVOCATES FOR ALZHEIMER'S CARE INC

611 BELLEVUE AVE
DUBLIN,GA31021
NONE PC COMMUNITY NEEDS 2,950

ST FRANCIS WILDLIFE ASSOCIATION

PO BOX 38160
QUINCY,FL32315
NONE PC COMMUNITY NEEDS 1,000

FOOD BANK OF EAST ALABAMA

POBOX 1111
VALLEY,AL36854
NONE PC COMMUNITY NEEDS 1,000

THE RESTORATION CENTER OF FLORIDA INC

POBOX 15513
BROOKSVILLE,FL34604
NONE PC COMMUNITY NEEDS 4,000

ANIMAL SHELTER FOUNDATION INC

PO BOX 13858
TALLAHASSEE,FL32317
NONE PC COMMUNITY NEEDS 1,500

THE ARC OF CHATTAHOOCHEE VALLEY INC

PO BOX 416
VALLEY,AL36854
NONE PC COMMUNITY NEEDS 1,000

KIWANIS CLUB OF STARKE FOUNDATION INC

5346 NW COUNTY ROAD 229
STARKE,FL32091
NONE PC COMMUNITY NEEDS 1,000

LAKE AREA MINISTRIES

PO BOX 1385
KEYSTONE HEIGHTS,FL32656
NONE PC COMMUNITY NEEDS 550

ALTRUSA CLUB OF STARKE FLORIDA FOUNDATION INC

PO BOX 245
STARKE,FL32091
NONE PC COMMUNITY NEEDS 1,000

TAYLOR COUNTY LEADERSHIP COUNCIL

1201 MARTIN LUTHER KING AVE
PERRY,FL32348
NONE PC COMMUNITY NEEDS 2,500

NORTH FLORIDA WILDLIFE CENTER

1386 COOK RD
LAMONT,FL32336
NONE PC COMMUNITY NEEDS 1,000

ADOPT A GOLDEN ATLANTA INC

PO BOX 420256
ATLANTA,GA30342
NONE PC COMMUNITY NEEDS 500

PANACEA WATERFRONTS FLORIDA PARTNERSHIP

PO BOX 212
PANACEA,FL32346
NONE PC COMMUNITY NEEDS 750

PAWS OF WAKULLA INC

87 TUPELO DRIVE
CRAWFORDVILLE,FL32327
NONE PC COMMUNITY NEEDS 1,750

PEPINE GIVES INC

4041 NW 37TH PL
GAINESVILLE,FL32606
NONE PC COMMUNITY NEEDS 2,000

PROMISE OF HOPE INC

POBOX 321
DUDLEY,GA31022
NONE PC COMMUNITY NEEDS 2,000

CHATTAHOOCHEE HUMANE SOCIETY INC

3265 FAIRFAX
BYPASS VALLEY,FL32822
NONE PC COMMUNITY NEEDS 500

BRIDGETS CATS OF 30A

103 CHIVAS LANE
SANTA ROSA BEACH,FL32459
NONE PC COMMUNITY NEEDS 1,500

FEED THE NEED OF PUTNAM COUNTY INC

POBOX 1321
PALATKA,FL32178
NONE PC COMMUNITY NEEDS 1,000

FLORAHOME PARK AND HERITAGE ASSOCI INC

POBOX 114
FLORAHOME,FL32140
NONE PC COMMUNITY NEEDS 500

FRIENDS OF CHILDREN OF N CENTRAL FL INC

POBOX 358502
GAINESVILLE,FL34452
NONE PC COMMUNITY NEEDS 250

GODS SHED OF LOVE INC

5505 EGRANGER STREET
INVERNESS,FL34452
NONE PC COMMUNITY NEEDS 200

LEON COUNTY HUMANE SOCIETY

413 TIMBERLINE RD
TALLAHASSEE,FL32312
NONE PC COMMUNITY NEEDS 1,250

MID-FLORIDA COMMUNITY SERVICES INC

POBOX 896
BROOKSVILLE,FL34605
NONE PC COMMUNITY NEEDS 500

OPEN DOOR CHURCH OF GOD

3704 CRILL AVENUE
PALATKA,FL32177
NONE PC COMMUNITY NEEDS 500

OPERATION CATNIP OF GAINESVILLE INC

912 NE 2ND STREET
GAINESVILLE,FL32601
NONE PC COMMUNITY NEEDS 60

QUINCY MAIN STREET INC

PO BOX 728
QUINCY,FL32353
NONE PC COMMUNITY NEEDS 500

THE KIWANIS CLUB OF VALLEY

1360 WINDWOOD DRIVE
LANETT,AL36863
NONE PC COMMUNITY NEEDS 500

COMMUNITY FOUNDATION OF SW GEORGIA INC

320 N BROAD
ST CAIRO,GA398282109
NONE PC COMMUNITY NEEDS 250

KEEP WAKULLA COUNTY BEAUTIFUL INC

POBOX 700
CRAWFORDVILLE,FL32326
NONE PC COMMUNITY NEEDS 500

VMI FOUNDATION

POBOX 932
LEXINGTON,VA24450
NONE PC COMMUNITY NEEDS 250

THE WARRIOR ALLIANCE

800 BATTERY AVE SUITE 130
ATLANTA,GA30339
NONE PC COMMUNITY NEEDS 250

POPES MUSEUM PRESERVATION INC

192 POPES STORE ROAD
OCHLOCKNEE,GA31773
NONE PC COMMUNITY NEEDS 250

THE TALLAHASSEE COMMUNITY CHORUS

POBOX 13083
TALLAHASSEE,FL32317
NONE PC ARTS 1,200

TALLAHASSEE YOUTH ORCHESTRAS

PO BOX 21104
TALLAHASSEE,FL32316
NONE PC ARTS 1,500

HAVANA HISTORY & HERITAGE SOCIETY INC

204 2ND ST NW
HAVANA,FL32333
NONE PC ARTS 1,500

GADSDEN ARTS INC

13 N MADISON STREET
QUINCY,FL32351
NONE PC ARTS 1,500

LIVE OAK THEATRE COMPANY INC

21030 CORTEZ
BOULEVARD,FL34601
NONE PC ARTS 3,500

GRADY COUNTY FINE ARTS PROJECT INC

175 SMITH ROAD
CAIRO,GA39828
NONE PC ARTS 500

CULTURAL ARTS ALLIANCE OF WALTON COUNTY

105 HOGTOWN BAYOU LN
SANTA ROSA BEACH,FL32459
NONE PC ARTS 2,500

LEON FRIENDS OF MUSIC INC

550 E TENNESSEE ST
TALLAHASSEE,FL32308
NONE PC ARTS 500

GOODWOOD MUSEUM AND GARDENS INC

1600 MICCOSUKEE ROAD
TALLAHASSEE,FL32308
NONE PC ARTS 1,000
Total .................................right arrow 3a 311,536
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 25  
4 Dividends and interest from securities ....     14 87,293  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 62,991  
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) .. 0 150,309 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,309
(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
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Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


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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
CAPITAL CITY BANK GROUP
FOUNDATION INC
Employer identification number

59-2276367
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
CAPITAL CITY BANK GROUP
FOUNDATION INC
Employer identification number
59-2276367
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
CAPITAL CITY BANK
 
217 N MONROE ST
 
TALLAHASSEE, FL32301

$ 353,480


(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
CAPITAL CITY BANK GROUP
FOUNDATION INC
Employer identification number

59-2276367
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
CAPITAL CITY BANK GROUP
FOUNDATION INC
Employer identification number

59-2276367
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:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,530 1,765   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 988,000 983,211

TY 2023 InvestmentsCorpStockSchedule
Name:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE STOCK 1,760,431 3,170,457

TY 2023 OtherExpensesSchedule
Name:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 154 0   0
INSURANCE 746 0   0


TY 2023 OtherIncreasesSchedule
Name:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Description Amount
RETURN OF CAPITAL 790


TY 2023 TaxesSchedule
Name:
CAPITAL CITY BANK GROUP
 
FOUNDATION INC
EIN:
59-2276367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 209 209   0
EXCISE TAX 300 0   0