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
LOCKWOOD PARTNERS FOUNDATION INC
 
% CECIL M CHEVES
Number and street (or P.O. box number if mail is not delivered to street address)6867 MOUNTAINBROOK DRIVE SUITE 107
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, GA31904
A Employer identification number

58-2634947
B Telephone number (see instructions)

(706) 536-6133
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$35,674,108J 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) 1,189,010
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 732,827 732,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 306,218
b Gross sales price for all assets on line 6a 324,098
7 Capital gain net income (from Part IV, line 2)... 306,218
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,228,055 1,039,045  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,950     12,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
63 63    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,000     24,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,013 63   36,950
25 Contributions, gifts, grants paid....... 2,401,369 2,401,369
26 Total expenses and disbursements. Add lines 24 and 25 2,450,382 63   2,438,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -222,327
b Net investment income (if negative, enter -0-) 1,038,982
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......... 322,115 113,764 113,764
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)....... 2,546,385 Click to see attachment
List of Attached Documents:
// Content
2,442,956 		35,560,344
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,868,500 2,556,720 35,674,108
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,868,500 2,556,720
29 Total net assets or fund balances (see instructions)..... 2,868,500 2,556,720
30 Total liabilities and net assets/fund balances (see instructions). 2,868,500 2,556,720
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
2,868,500
2
Enter amount from Part I, line 27a .....................
2
-222,327
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,646,173
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
89,453
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,556,720
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 AFLAC   2011-03-15 2023-10-17
b KENVUE   2004-12-03 2023-08-24
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 324,095   17,879 306,216
b 3   1 2
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       306,216
b       2
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 2 306,218
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 14,442
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 14,442
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 14,442
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,844
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,344
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 14,902
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,902 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 arrowN/A
14
The books are in care ofright arrowCECIL M CHEVES Telephone no.right arrow (706) 536-6133

Located atright arrow6867 MOUNTAINBROOK DRIVE STE 107COLUMBUSGA ZIP+4right arrow31904
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
CECIL M CHEVES CHAIRMAN OF THE BOARD
0 		0 0 0
211 N LINTON ROAD
COLUMBUS,GA31904
BETTYE A CHEVES PRESIDENT,SECRETARY,TREASURER
0 		0 0 0
211 N LINTON ROAD
COLUMBUS,GA31904
AVERY C WOLFF BOARD MEMBER
0 		0 0 0
45 CASCADE ROAD
COLUMBUS,GA31904
LUTHER H WOLFF III BOARD MEMBER
0 		0 0 0
45 CASCADE ROAD
COLUMBUS,GA31904
OLIVIA C BLANCHARD BOARD MEMBER
0 		0 0 0
6823 HILLTOP COURT
COLUMBUS,GA31904
WILLIAM R BLANCHARD BOARD MEMBER
0 		0 0 0
6823 HILLTOP COURT
COLUMBUS,GA31904
ELIZABETH C MEEKS BOARD MEMBER
0 		0 0 0
671 MOBLEY ROAD
COLUMBUS,GA31904
RYAN L MEEKS BOARD MEMBER
0 		0 0 0
671 MOBLEY ROAD
COLUMBUS,GA31904
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
 
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
 
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  
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
31,485,025
b
Average of monthly cash balances.......................
1b
211,641
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,696,666
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
0
3
Subtract line 2 from line 1d.........................
3
31,696,666
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
475,450
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,221,216
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,561,061
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
1,561,061
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,442
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,442
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,546,619
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,546,619
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
1,546,619
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
2,438,319
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,438,319
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 1,546,619
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 463,337
b From 2019...... 12,280
c From 2020...... 1,217,684
d From 2021...... 3,040,625
e From 2022...... 2,995,072
f Total of lines 3a through e ........ 7,728,998
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,438,319
a Applied to 2022, but not more than line 2a 0
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..... 1,546,619
e Remaining amount distributed out of corpus 891,700
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 8,620,698
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...... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		463,337
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,157,361
10 Analysis of line 9:
a Excess from 2019.... 12,280
b Excess from 2020.... 1,217,684
c Excess from 2021.... 3,040,625
d Excess from 2022.... 2,995,072
e Excess from 2023.... 891,700
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).)
BETTYE A CHEVES
CECIL M CHEVES
ELIZABETH C MEEKS
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ALZHEIMERS ASSOCIATION

5900 RIVER ROAD
SUITE 301
COLUMBUS,GA31904 		  PC RESEARCH AND PATIENT CARE 5,000

COLUMBUS STATE UNIVERSITY

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		    SUPPORT OF STATE UNIVERSITY 1,000

YOUTH ORCHESTRA OF GREATER COLUMBUS

PO BOX 8612
COLUMBUS,GA31908 		  PC SUPPORT OF LOCAL ORCHESTRA 579

BOYS & GIRLS CLUBS

1700 BUENA VISTA ROAD
COLUMBUS,GA31906 		  PC WHOLESOME YOUTH ACTIVITIES 5,760

UPTOWN COLUMBUS INC

PO BOX 1237
COLUMBUS,GA31902 		  PC IMPROVE HISTORIC BUILDING 12,500

COLUMBUS SPORTS COUNCIL

PO BOX 1519
COLUMBUS,GA31902 		  PC SPONSOR GOLF TOURNAMENT 1,000

PEDALING FOR KIDS

PO BOX 1776
FORTSON,GA31808 		  PC RACE FOR CHARITY SPONSORSHIP 1,000

COLUMBUS STATE UNIVERSITY

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		  PC HISTORIC PRESERVATION EVENT 20,000

COLUMBUS SYMPHONY ORCHESTRA

PO BOX 1499
COLUMBUS,GA31902 		  PC SUPPORT OF LOCAL ORCHESTRA 10,000

RUN ACROSS GEORGIA FUND

6008 WHITE PINE DRIVE
MIDLAND,GA31820 		  PC RACE FOR CHARITY SPONSORSHIP 5,000

BOY SCOUTS OF AMERICA

1237 1ST AVENUE
COLUMBUS,GA31901 		  PC CHILDRENS SAFE ACTIVITIES 5,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA30904 		  PC SCHOOLS ANNUAL FUND 5,000

SLAVIC GOSPEL ASSOCIATION

6151 COMMONWEALTH DRIVE
LOVES PARK,IL61111 		  PC TO SUPPORT CHRISTIAN MISSIONARIES 10,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOL ATHLETIC PROGRAM 500,000

YOUNG LIFE OF GREATER COLUMBUS

2750 SOWEGA DRIVE
COLUMBUS,GA31909 		  PC CHRISTIAN YOUTH MINISTRY 28,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862 		  PC CHRISTIAN MISSIONARIES SUPPORT 8,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862 		  PC CHRISTIAN MISSIONARIES SUPPORT 8,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862 		  PC CHRISTIAN MISSIONARIES SUPPORT 3,000

PIEDMONT COLUMBUS REGIONAL FOUNDATION

PO BOX 790
COLUMBUS,GA31902 		  PC HOSPITAL FOR CHILDREN 2,175

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 8361
COLUMBUS,GA31908 		  PC CHRISTIAN YOUTH MINISTRY 5,000

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862 		  PC CAMPUS CHRISTIAN MINISTRY 10,000

YOUNG LIFE SOUTHWIND CAMP

PO BOX 5184
HARLAN,IA51593 		  PC CHRISTIAN YOUTH MINISTRY 50,000

COLUMBUS STATE UNIVERSITY

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		  PC COLLEGE SCHOLARSHIP(S) 12,500

AUTISM HOPE CENTER

PO BOX 6028
COLUMBUS,GA31917 		  PC MEETING NEEDS OF DISABLED KIDS 2,500

COLUMBUS ROAD RUNNERS INC

PO BOX 9734
COLUMBUS,GA31908 		  PC SPONSORING RACE RUNNER 1,000

COLUMBUS SPORTS COUNCIL

PO BOX 1519
COLUMBUS,GA31902 		  PC REFURBISH SOFTBALL COMPLEX 50,000

EASTER SEALS WEST GA INC

PO BOX 1690
FORTSON,GA31808 		  PC RESEARCH AND PATIENT CARE 100,000

INTERNATIONAL FRIENDSHIP MINISTRIES

2308 HILTON AVENUE
COLUMBUS,GA31906 		  PC MINISTRY TO INTERNATIONALS 100,000

CAPE ANN YMCA

71 MIDDLE STREET
GLOUCESTER,MA01930 		  PC WHOLESOME YOUTH ACTIVITIES 25,000

WYNN HOUSE

1240 WYNNTON ROAD
COLUMBUS,GA31906 		  PC PRESERVING LOCAL HISTORY 50,000

NATIONAL INFANTRY MUSEUM

1775 LEGACY WAY
SUITE 220
COLUMBUS,GA31903 		  PC SUPPORT OF MILITARY MUSEUM 25,000

PIEDMONT COLUMBUS REGIONAL FOUNDATION

PO BOX 790
COLUMBUS,GA31902 		  PC HOSPITAL FOR CHILDREN 2,293

GEORGIA COUGARS

2072 OSPREY COVE DRIVE
COLUMBUS,GA31904 		    UNIVERSITY ATHLETIC PROGRAM 3,000

NATIONAL INFANTRY MUSEUM

1775 LEGACY WAY
SUITE 220
COLUMBUS,GA31903 		  PC SUPPORT OF MILITARY MUSEUM 25,000

PIEDMONT JBACC CANCER CENTER

PO BOX 790
COLUMBUS,GA31902 		  PC IMPROVEMENTS TO HEALTH FACILITY 250,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOL ATHLETIC PROGRAM 110,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOLS ANNUAL FUND 5,000

UNITED WAY OF THE CHATTAHOOCHEE VALLEY

PO BOX 1157
COLUMBUS,GA31902 		  PC LOCAL COMBINED CHARITIES 27,500

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC COLLEGE SCHOLARSHIP(S) 40,000

STEWART COUNTY HISTORICAL COMMISSION

PO BOX 818
LUMPKIN,GA31815 		  PC HISTORIC PRESERVATION EVENT 2,500

BOYS AND GIRLS CLUBS

1700 BUENA VISTA ROAD
COLUMBUS,GA31906 		  PC WHOLESOME YOUTH ACTIVITIES 100,000

COLUMBUS HOSPICE

7020 MOON ROAD
COLUMBUS,GA31909 		  PC END OF LIFE CARE 100,000

COLUMBUS MUSEUM

1251 WYNNTON ROAD
COLUMBUS,GA31906 		  PC IMPROVE HISTORIC BUILDING 100,000

COLUMBUS STATE UNIVERSITY BO BARTLETT CENTER

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		  PC UNIVERSITY ART SCHOOL SUPPORT 5,000

COLUMBUS STATE UNIVERSITY

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		  PC UNIVERSITY MUSIC PROGRAM FUND 10,000

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY

1340 13TH STREET
COLUMBUS,GA31901 		  PC PURCHASE BOOKS FOR CHILDREN 1,000

ALS ASSOCIATION OF GEORGIA

5881 GLENRIDGE DRIVE
ATLANTA,GA30328 		  PC RESEARCH AND PATIENT CARE 5,000

ANCIENT WAY FARM

799 MAYO ROAD
ELLERSLIE,GA31807 		  PC CHRISTIAN LEADERSHIP TRAINING 15,000

COLUMBUS TECHNICAL COLLEGE FOUNDATION

928 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		  PC SCHOOLS ANNUAL FUND 10,000

FEEDING THE VALLEY

PO BOX 8904
COLUMBUS,GA31908 		  PC AID TO DISADVANTAGED FAMILIES 10,000

HARVESTERS INTERNATIONAL

PO BOX 22549
HILTON HEAD,SC29925 		  PC CHRISTIAN MISSIONARIES SUPPORT 10,000

MERCER MEDICAL SCHOOL FUND

PO BOX 1200
COLUMBUS,GA31904 		  PC MEDICAL SCHOOL 100,000

CUMBERLAND SCHOOL OF LAW

800 LAKESHORE DRIVE
BIRMINGHAM,AL35229 		  PC MEDICAL SCHOOL 30,000

COLUMBUS BOTANICAL GARDENS

3603 WEEMS ROAD
COLUMBUS,GA31906 		  PC EDUCATION IN HORTICULTURE 5,000

MERCYMED OF COLUMBUS

3702 2ND AVENUE
COLUMBUS,GA31904 		  PC MEDICAL CARE FOR UNDERSERVED 25,000

PASTORAL INSTITUTE

2022 FIFTEENTH AVENUE
COLUMBUS,GA31901 		  PC STRENGTHENING FAMILIES 25,000

RALLY FOUNDATION FOR CHILDHOOD CANCER RESEARCH

5775 GLENRIDGE DRIVE
BUILDING B SUITE 370
ATLANTA,GA30328 		  PC FIGHT CHILDHOOD CANCER 10,000

RIGHT FROM THE START

PO BOX 550
COLUMBUS,GA31902 		  PC CANCER RESEARCH AND TREATMENT 1,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		  PC DISASTER RELIEF 10,000

SENECA CHOICES FOR LIFE

3900 ROSEMONT DRIVE
COLUMBUS,GA31904 		  PC PREGNANCY CLINIC 10,000

SOUND CHOICES

1316 WYNNTON COURT
COLUMBUS,GA31906 		  PC PREGNANCY CLINIC 10,000

THE STEWART COMMUNITY HOME

PO BOX 4279
COLUMBUS,GA31914 		  PC SUPPORT OF HOMELESS SHELTER 10,000

UNIVERSITY OF GEORGIA FOUNDATION

394 SOUTH MILLEDGE AVENUE
ATHENS,GA30602 		  PC UNIVERSITY ANNUAL FUND 200

GLOBAL TEEN CHALLENGE

PO BOX 511
COLUMBUS,GA31902 		  PC CAMPUS CHRISTIAN MINISTRY 350

YOUNG LIFE AUBURN-OPELIKA

PO BOX 1336
AUBURN,AL36831 		  PC CHRISTIAN YOUTH ACTIVITIES 13,300

ACCESS 2 INDEPENDENCE

2000 HAMILTON ROAD
SUITE B
COLUMBUS,GA31904 		  PC ENCOURAGEMENT FOR WOMEN 1,000

YOUNG LIFE LAGRANGE

PO BOX 158
LAGRANGE,GA30240 		  PC CHRISTIAN YOUTH MINISTRY 2,400

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC LOCAL SCHOOL ANNUAL FUND 37,500

YOUNG LIFE MARIETTACOBB CO

PO BOX 935
MARIETTA,GA30062 		  PC CHRISTIAN YOUTH ACTIVITIES 500

YOUNG LIFE GREATER COLUMBUS

1137 LOCKWOOD AVENUE
COLUMBUS,GA31906 		  PC CHRISTIAN YOUTH ACTIVITIES 12,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 3525
AUBURN,AL36831 		  PC CHRISTIAN YOUTH ACTIVITIES 500

HISTORIC COLUMBUS FOUNDATION

1440 2ND AVENUE
COLUMBUS,GA31904 		  PC HISTORIC PRESERVATION 650

THE FOOD MILL INC

3781 2ND AVENUE
SUITE A
COLUMBUS,GA31904 		  PC PROVIDING FOOD FOR NEEDY 1,250

SAFE FAMILIES FOR CHILDREN

4300 WEST IRVING PARK ROAD
CHICAGO,IL60641 		  PC CHILDRENS WHOLESOME ACTIVITIES 500

SMILE TRAIN

245 FIFTH AVENUE
SUITE 2201
NEW YORK,NY10016 		  PC MEDICAL AID TO UNDERPRIVILEGED 500

TAKE THE CITY

2910 2ND AVENUE
COLUMBUS,GA31904 		  PC LIFESTYLE REDIRECTION 1,000

COLUMBUS STATE UNIVERSITY FOUNDATION

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		  PC UNIVERSITY ANNUAL FUND 5,000

CHURCH OF THE HIGHLANDS

3660 GRANDVIEW PARKWAY
SUITE 100
BIRMINGHAM,AL35243 		  PC CHRISTIAN CHURCH 10,700

UNITED WAY OF THE CHATTAHOOCHEE VALLEY

PO BOX 1157
COLUMBUS,GA31902 		  PC COMMUNITY REVITALIZATION 10,000

HARMONY HOUSE

PO BOX 133
ROYSTON,GA30662 		  PC SHELTER FOR ABUSED INDIVIDUALS 3,250

MICAHS PROMISE

233 12TH STREET
SUITE 601
COLUMBUS,GA31901 		  PC SHELTER FOR ABUSED CHILDREN 1,000

LAGRANGE SYMPHONY ORCHESTRA

301 CHURCH STREET
LAGRANGE,GA30240 		  PC LOCAL ORCHESTRA 500

MERCYMED OF COLUMBUS

3702 2ND AVENUE
COLUMBUS,GA31904 		  PC AID TO UNDERPRIVILEGED 1,212

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DIVE
ORLANDO,FL32832 		  PC CAMPUS CHRISTIAN MINISTRY 750

MERCER UNIVERSITY SCHOOL OF MEDICINE

PO BOX 1200
MACON,GA31207 		  PC MEDICAL SCHOOL 37,500

MAYO CLINIC DEPT OF DEVELOPMENT

200 1ST STREET
ROCHESTER,MN55905 		  PC MEDICAL CLINIC 10,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOL ANNUAL FUND 1,500

LIFELINE CHILDRENS SERVICES

11125 HOUZE ROAD
ROSWELL,GA30076 		  PC TO EQUIP THE BODY OF CHRIST TO MANIFEST THE GOSPEL TO VULNERABLE CHILDREN 5,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOL ANNUAL FUND 10,000

UNITED WAY OF THE CHATTAHOOCHEE VALLEY

PO BOX 1157
COLUMBUS,GA31902 		  PC COMMUNITY REVITALIZATION 10,000

MERCYMED OF COLUMBUS

3702 2ND AVENUE
COLUMBUS,GA31904 		  PC MEDICAL AID TO UNDERPRIVILEGED 1,000

CHURCH OF THE HIGHLANDS

3660 GRANDVIEW PARKWAY
SUITE 100
BIRMINGHAM,AL35243 		  PC CHRISTIAN CHURCH 5,000

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		  PC SCHOOL ATHLETIC PROGRAM 50,000

UNITED WAY OF THE CHATTAHOOCHEE VALLEY

PO BOX 1157
COLUMBUS,GA31902 		  PC COMMUNITY UNITED CHARITIES 33,000

COLUMBUS TECHNICAL COLLEGE FOUNDATION

928 MANCHESTER EXPY
COLUMBUS,GA31904 		  PC LOCAL SCHOOL ANNUAL FUND 5,000
Total .................................right arrow 3a 2,401,369
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 ........... 		         
4 Dividends and interest from securities ....     14 732,827  
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 ............ 		    18 306,218  
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) ..   1,039,045  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,039,045
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


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

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

58-2634947
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
LOCKWOOD PARTNERS FOUNDATION INC
  		Employer identification number
58-2634947
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
OLIVIA D AMOS CHARITABLE LEAD TRUST
6867 MOUNTAINBROOK DRIVE SUITE 107
 
COLUMBUS, GA31904

$ 562,260


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ELIZABETH CHEVES MEEKS
105 MORGAN DRIVE
 
LAGRANGE, GA30240

$ 123,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CECIL M CHEVES
211 N LINTON ROAD
 
COLUMBUS, GA31904

$ 35,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BETTYE A CHEVES
211 N LINTON ROAD
 
COLUMBUS, GA31904

$ 400,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
AVERY C WOLFF
45 CASCADE ROAD
 
COLUMBUS, GA31904

$ 68,750


(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
LOCKWOOD PARTNERS FOUNDATION INC
  		Employer identification number

58-2634947
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
LOCKWOOD PARTNERS FOUNDATION INC
  		Employer identification number

58-2634947
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


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TY 2023 DepreciationSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
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

TY 2023 InvestmentsCorpStockSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
Name of Stock End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY 2,442,956 35,560,344

TY 2023 OtherDecreasesSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
Description Amount
NET BASIS ADJUSTMENT ON DONATED STOCK 89,453


TY 2023 OtherExpensesSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 24,000     24,000
REGISTRATION FEES        


TY 2023 OtherProfessionalFeesSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 63 63    


TY 2023 TaxesSchedule
Name:
LOCKWOOD PARTNERS FOUNDATION INC
EIN:
58-2634947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 12,000