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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)3455 PEACHTREE ROAD NE 850
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303263257
A Employer identification number

82-3593907
B Telephone number (see instructions)

(404) 965-9300
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$17,356,824J 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) 14,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 278,717 278,717  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -81,470
b Gross sales price for all assets on line 6a 7,423,016
7 Capital gain net income (from Part IV, line 2)... 0
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........ 211,247 278,717  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
100,430 48,260   52,170
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,953 418   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,230 0   1,230
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,588 61,859   1,614
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 169,201 110,537   55,014
25 Contributions, gifts, grants paid....... 785,000 785,000
26 Total expenses and disbursements. Add lines 24 and 25 954,201 110,537   840,014
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -742,954
b Net investment income (if negative, enter -0-) 168,180
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............. 5,047 5,000 5,000
2 Savings and temporary cash investments......... 145,277 32,043 32,043
3 Accounts receivable right arrow11,886
Less: allowance for doubtful accounts right arrow     11,886 11,886
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) 4,308,956 Click to see attachment
List of Attached Documents:
// Content
3,281,652 		3,307,656
b Investments—corporate stock (attach schedule)....... 7,615,830 Click to see attachment
List of Attached Documents:
// Content
8,055,501 		10,352,759
c Investments—corporate bonds (attach schedule)....... 2,818,641 Click to see attachment
List of Attached Documents:
// Content
2,537,830 		2,484,962
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).......... 690,425 Click to see attachment
List of Attached Documents:
// Content
900,533 		1,162,518
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) 15,584,176 14,824,445 17,356,824
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........ 15,584,176 14,824,445
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 15,584,176 14,824,445
30 Total liabilities and net assets/fund balances (see instructions). 15,584,176 14,824,445
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
15,584,176
2
Enter amount from Part I, line 27a .....................
2
-742,954
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,841,222
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,777
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,824,445
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 Bessemer NN1594      
b Bessemer NN1594      
c Bessemer NN1613      
d Bessemer NN1613      
e ALT INVESTMENTS P    
ALT INVESTMENTS P    
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 495,877   526,346 -30,469
b 785,745   578,781 206,964
c 2,676,180   2,727,175 -50,995
d 3,448,444   3,672,183 -223,739
e 2,331   1 2,330
14,353     14,353
86     86
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       -30,469
b       206,964
c       -50,995
d       -223,739
e       2,330
      14,353
      86
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 -81,470
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 2,338
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 2,338
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 2,338
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,576
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,576
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 12,238
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,238 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 arrowAL
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 arrowBESSEMER TRUST Telephone no.right arrow (516) 508-9623

Located atright arrow3455 PEACHTREE ROAD NEATLANTAGA ZIP+4right arrow303263257
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
D GAINES LANIER Director
0.00 		0 0 0
3455 PEACHTREE ROAD NE 850
ATLANTA,GA303263257
W TODD CARLISLE Secretary
0.00 		0 0 0
3455 PEACHTREE ROAD NE 850
ATLANTA,GA303263257
LINDSEY LANIER Director
0.00 		0 0 0
3455 PEACHTREE ROAD NE 850
ATLANTA,GA303263257
ASHLEY LANIER JENNINGS President
0.00 		0 0 0
3455 PEACHTREE ROAD NE 850
ATLANTA,GA303263257
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
16,784,805
b
Average of monthly cash balances.......................
1b
188,347
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,973,152
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
16,973,152
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
254,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,718,555
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
835,928
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
835,928
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,338
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,338
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
833,590
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
833,590
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
833,590
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
840,014
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
840,014
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 7 833,590
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 797,701
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 840,014
a Applied to 2022, but not more than line 2a 797,701
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..... 42,313
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		791,277
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
D GAINES LANIER
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

CAMPUS OUTREACH CO SERVE

2500 SOUTHLAKE PARK STE 200
HOOVER,AL35244 		NONE   GENERAL FUND 25,000

CAMPUS OUTREACH SERVE INC (CO SERVE)

2500 SOUTHLAKE PARK SUITE 200
HOOVER,AL35244 		NONE PC GENERAL PURPOSE 25,000

CIRCLE OF CARE

2200 35TH PLACE
VALLEY,AL36854 		NONE   GENERAL FUND 455,000

EAST ALABAMA ARTS

PO BOX 205
LAFAYETTE,GA31833 		NONE   GENERAL FUND 50,000

FRIENDS OF THE CHAMBERS CO DRUG COURT

205 JARRETT STREET
VALLEY,AL36854 		NONE   GENERAL FUND 10,000

MARANNOOK INC

PO BOX 581
LAFAYETTE,AL36862 		NONE   GENERAL FUND 100,000

OPEN DOOR HOME

5 LEON ST SW
ROME,GA30165 		NONE PC GENERAL PURPOSE 20,000

SAVE A LIFE

135 AFRA DR
WEST BOYLSTON,MA01583 		NONE PC GENERAL PURPOSE 25,000

TALLAPOOSA COUNTY GIRLS RANCH

PO BOX 240009
MONTGOMERY,AL361240009 		NONE PC GENERAL PURPOSE 50,000

THE PRESIDENT'S THEATRE

PO BOX 14
MANCHESTER,GA31816 		NONE PC GENERAL FUND 5,000

THE VALLEY UNITED FUND

PO BOX 205
WEST POINT,GA31833 		NONE   GENERAL FUND 20,000
Total .................................right arrow 3a 785,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 278,717  
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 -81,470  
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) .. 0 197,247 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,247
(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.)
1 general support
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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST
Employer identification number

82-3593907
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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST 		Employer identification number
82-3593907
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
PIEDMONT FERTILIZER CO
 
201 2ND AVE
 
OPELIKA, AL36801

$ 14,000


(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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST 		Employer identification number

82-3593907
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
D GAINES LANIER FAMILY FOUNDATION
C/O BESSEMER TRUST 		Employer identification number

82-3593907
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 InvestmentsCorpBondsSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Name of Bond End of Year Book Value End of Year Fair Market Value
39000.00 AMERICAN HONDA FINANCE 38,993 40,834
70000.00 MORGAN STANLEY 67,719 68,057
50000.00 SHERWIN-WILLIAMS CO 52,046 48,678
67000.00 TRUIST FINANCIAL CORP 67,094 68,202
35000.00 BP CAP MARKETS AMERICA 34,892 35,320
26000.00 TOYOTA MOTOR CREDIT CORP 25,969 26,413
67000.00 SOUTHWEST AIRLINES CO 66,692 67,308
75000.00 ABBVIE INC 77,517 73,677
80000.00 VALERO ENERGY CORP 80,036 79,182
50000.00 GENERAL MOTORS FINL CO 52,030 49,291
68000.00 CVS HEALTH CORP 68,184 69,790
65000.00 WILLIAMS COMPANIES INC 60,275 62,657
80000.00 PUBLIC STORAGE 80,008 71,949
60000.00 L3HARRIS TECH INC 59,511 61,262
49000.00 COMCAST CORP 48,463 49,254
25000.00 GENERAL MOTORS FINL CO 25,862 24,591
38000.00 CIGNA CORP 33,528 35,225
74000.00 FLORIDA POWER & LIGHT CO 73,280 74,145
67000.00 STARBUCKS CORP 67,027 67,287
21000.00 JPMORGAN CHASE & CO 21,138 18,618
65000.00 PNC FINANCIAL SERVICES 63,685 64,582
31000.00 HP ENTERPRISE CO 32,893 30,891
80000.00 PAYPAL HOLDINGS INC 68,548 73,270
80000.00 CITIGROUP INC 79,904 76,269
75000.00 AIR LEASE CORP 74,311 76,968
68000.00 BANK OF AMERICA CORP 68,136 67,228
80000.00 BLACKROCK INC 79,288 66,879
75000.00 GOLDMAN SACHS GROUP INC 75,000 74,942
22000.00 JPMORGAN CHASE & CO 22,020 21,372
55000.00 AIR PRODUCTS & CHEMICALS 55,127 52,063
80000.00 CHARLES SCHWAB CORP 80,321 71,236
75000.00 MOODY'S CORPORATION 74,889 73,042
75000.00 SOUTHERN CAL EDISON 74,993 72,968
70000.00 VERISK ANALYTICS INC 72,765 69,081
44000.00 ENERGY TRANSFER PARTNERS 47,943 43,896
80000.00 DTE ENERGY CO 80,132 78,979
70000.00 BANK OF NY MELLON CORP 70,000 66,766
25000.00 AMAZON.COM INC 24,995 22,509
71000.00 DUPONT DE NEMOURS INC 75,207 70,554
54000.00 PFIZER INVESTMENT ENTER 54,159 54,009
45000.00 MAGNA INTERNATIONAL INC 45,136 44,567
45000.00 BHP BILLITON FIN USA LTD 44,759 46,248
79000.00 SUMITOMO MITSUI FINL GRP 73,355 74,903

TY 2023 InvestmentsCorpStockSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Name of Stock End of Year Book Value End of Year Fair Market Value
1010.00 ALPHABET INC CLASS C 47,179 142,339
160.00 LIVE NATION ENTERTMNT INC 12,337 14,976
260.00 META PLATFORMS INC 50,714 92,029
390.00 TAKE-2 INTERACTIVE 50,051 62,770
320.00 BATH & BODY WORKS INC 14,431 13,811
221.00 EXPEDIA GROUP INC 31,811 33,545
55.00 ULTA BEAUTY INC 23,718 26,949
49.00 LVMH MOET HENNESSY VUITTON 24,478 39,720
478.00 DOLLARAMA INC 15,200 34,552
1010.00 AMAZON.COM INC 69,532 153,459
28.00 MERCADOLIBRE INC 34,989 44,003
12.00 AUTOZONE INC 30,740 31,027
45.00 POOL CORP 16,405 17,941
295.00 HILTON WORLDWIDE HOLDINGS 25,990 53,716
195.00 LOWES COS INC 41,313 43,397
448.00 BJ'S WHOLESALE CLUB HOLDIN 28,423 29,863
699.00 US FOODS HOLDING CORP 19,753 31,741
66.00 COSTCO WHSL CORP NEW 32,266 43,565
370.00 WALMART INC 54,623 58,330
1375.00 ALIMENTATION COUCHE-TARD I 68,436 81,219
19003.06 OW CREDIT INCOME FUND 155,064 154,114
145.00 PIONEER NATURAL RESOURCES 19,631 32,607
470.00 CONOCOPHILLIPS 19,232 54,552
1375.00 SCHLUMBERGER LTD 73,910 71,555
527.00 CHAMPIONX CORP 15,962 15,393
610.00 INTERCONTINENTAL EXCHG INC 63,974 78,342
356.00 NASDAQ INC. 8,256 20,697
110.00 WEX INC 17,013 21,400
275.00 BLACKSTONE INC 13,396 36,003
121.00 AON PLC 33,543 35,213
715.00 BROOKFIELD CORPORATION 29,112 28,685
480.00 JPMORGAN CHASE & CO 72,039 81,648
595.00 VISA INC 65,779 154,908
133.00 S&P GLOBAL INC. 43,664 58,589
2395.00 BANK OF AMERICA CORP 65,436 80,639
297.00 TRADEWEB MARKETS INC 19,837 26,991
230.00 RYAN SPECIALTY HOLDNGS INC 9,721 9,894
144.00 STERIS PLC 15,084 31,658
77.00 COOPER COS INC 17,098 29,139
61.00 MEDPACE HOLDINGS 16,905 18,698
111.00 THERMO FISHER SCIENTIFIC 24,897 58,917
1121.00 AVANTOR INC 29,014 25,592
56.00 TELEFLEX INC 15,060 13,963
243.00 DANAHER CORP 27,043 56,215
360.00 HEALTH CARE SELECT SPDR 48,932 49,096
275.00 IQVIA HOLDINGS INC 42,351 63,629
390.00 CENCORA INC 64,847 80,098
210.00 UNITEDHEALTH GROUP INC 58,960 110,558
1250.00 HOWMET AEROSPACE INC 45,254 67,650
83.00 LINCOLN ELEC HLDG 10,869 18,049
1410.00 COPART INC 39,148 69,090
515.00 ASHTEAD GROUP 33,799 35,822
103.00 NORTHROP GRUMMAN CORP 39,359 48,218
145.00 EQUIFAX INC 21,630 35,857
154.00 CLEAN HARBORS INC 20,605 26,874
180.00 BOOZ ALLEN HAMILTON HLDGS 18,579 23,023
1020.00 TRANSUNION 70,321 70,084
664.00 WILLSCOT MOBILE MINI HOLDI 31,236 29,548
170.00 SMITH A O CORP 7,558 14,014
99.00 CARLISLE COS 19,621 30,930
665.00 CANADIAN PACIFIC KANSAS CI 50,760 52,777
45.00 SAIA INC COM 9,757 19,719
180.00 EATON CORP PLC 25,542 43,347
37.00 ASM INTERNATIONAL NV 13,079 19,213
815.00 MARVELL TECHNOLOGY INC 38,049 49,152
51.00 SERVICENOW INC 8,711 36,030
150.00 NICE LTD ADR 27,531 29,926
740.00 MICROSOFT CORP 55,571 278,269
125.00 CDW CORP/DE 13,326 28,415
130.00 GARTNER INC CL A 48,259 58,644
700.00 ORACLE CORP 58,435 73,801
1155.00 APPLE INC 46,751 222,372
77.00 ASML HOLDING 36,732 58,002
174.00 KEYSIGHT TECHNOLOGIES INC 27,550 27,681
7.00 CONSTELLATION SOFTWARE 17,460 17,408
242.00 MOTOROLA SOLUTIONS INC 62,485 75,767
201.00 NVIDIA CORP 53,237 99,539
87.00 MANHATTAN ASSOCIATES INC 16,013 18,732
252736.61 OW LARGE CAP STRATEGIES FD 3,520,384 4,387,507
185.00 VULCAN MATERIALS 32,459 41,996
175.00 SHERWIN-WILLIAMS CO 41,402 54,582
260.00 CRH PLC 17,924 17,981
975.00 ISHARES CHINA LRGE-CAP ETF 33,116 23,429
510.00 PROLOGIS INC 68,915 67,983
94053.76 OW SMALL & MIDCAP STRAT FD 1,505,000 1,451,249
605.00 AMEREN CORP 42,535 43,765
635.00 NEXTERA ENERGY INC 48,390 38,569

TY 2023 InvestmentsGovtObligationsSch
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
US Government Securities - End of Year Book Value:

3,281,652
US Government Securities - End of Year Fair Market Value:

3,307,656
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
466266.39 5TH AVE PRIV EQUITY 15 T1 AT COST 399,508 575,073
35518.26 5TH AVE PRIV EQUITY 17 T2 AT COST 30,137 36,921
348677.10 5TH AVE PRIV EQUITY 16 T2 AT COST 312,095 355,726
186635.98 5TH AVE REAL ASSETS 5 T1 AT COST 158,793 194,798

TY 2023 OtherDecreasesSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Description Amount
SUSPENDED PAL LOSS 16,777


TY 2023 OtherExpensesSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE 621 0   621
INSURANCE 799 0   799
PASS THROUGH ENTITY EXPENSES - FARA 5 14,336 14,321   0
PASS THROUGH ENTITY EXPENSES - FARA 6 1,515 1,515   0
PASS THROUGH ENTITY EXPENSES - FAPE 15 13,710 13,624   0
PASS THROUGH ENTITY EXPENSES - FAPE 16 20,962 20,948   0
PASS THROUGH ENTITY EXPENSES - FAPE 17 11,451 11,451   0
OFFICE SUPPLIES 194 0   194


TY 2023 OtherProfessionalFeesSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax preparation fees 4,400 0   4,400
Investment Fees 72,030 48,260   23,770
Consultant Fees 24,000 0   24,000


TY 2023 TaxesSchedule
Name:
D GAINES LANIER FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
82-3593907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal taxes 3,000 0   0
Foreign taxes withheld 401 401   0
Foreign taxes withheld in excess 535 0   0
Foreign taxes PK1 17 17   0