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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BRADLEY-TURNER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 140
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, GA31902
A Employer identification number

58-6032142
B Telephone number (see instructions)

(706) 571-6040
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$218,639,775J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 552,574
2 Check right arrow.............
3 Interest on savings and temporary cash investments 208,693 155,411  
4 Dividends and interest from securities... 4,184,423 4,143,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,931,289
b Gross sales price for all assets on line 6a 33,706,676
7 Capital gain net income (from Part IV, line 2)... 6,931,289
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
418,540 418,540  
12 Total. Add lines 1 through 11........ 12,295,519 11,648,362  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,400 57,400   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
483,308 483,308   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
181,885 32,357   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
389,578 340,341   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,112,171 913,406   0
25 Contributions, gifts, grants paid....... 10,903,637 10,903,637
26 Total expenses and disbursements. Add lines 24 and 25 12,015,808 913,406   10,903,637
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 279,711
b Net investment income (if negative, enter -0-) 10,734,956
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   3 3
2 Savings and temporary cash investments......... 11,704,096 10,824,849 10,824,849
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)....... 25,967,269 Click to see attachment
List of Attached Documents:
// Content
26,057,666 		108,288,785
c Investments—corporate bonds (attach schedule)....... 10,084,744 Click to see attachment
List of Attached Documents:
// Content
10,240,416 		10,034,976
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).......... 54,649,750 Click to see attachment
List of Attached Documents:
// Content
62,310,525 		87,058,162
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,433,000 		Click to see attachment
List of Attached Documents:
// Content
2,433,000 		Click to see attachment
List of Attached Documents:
// Content
2,433,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 104,838,859 111,866,459 218,639,775
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........ 104,838,859 111,866,459
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)..... 104,838,859 111,866,459
30 Total liabilities and net assets/fund balances (see instructions). 104,838,859 111,866,459
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
104,838,859
2
Enter amount from Part I, line 27a .....................
2
279,711
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,747,889
4
Add lines 1, 2, and 3 ..........................
4
111,866,459
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
111,866,459
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e GAINS FROM PASSTHROUGH ENTITIES 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 18,717,719   18,533,011 184,708
b 332   323 9
c 9,499,421   8,197,068 1,302,353
d 5,125,008   44,985 5,080,023
e 363,103     363,103
1,093     1,093
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       184,708
b       9
c       1,302,353
d       5,080,023
e       363,103
      1,093
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 6,931,289
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) 1 149,216
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........................... 3 149,216
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- ..... 5 149,216
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 132,779
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 182,779
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,563
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow33,563 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSYNOVUS TRUST COMPANY -PHYLLIS WAGN Telephone no.right arrow (706) 644-3578

Located atright arrowPO BOX 140COLUMBUSGA ZIP+4right arrow31902
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GILBERT MILLER CHAIRMAN
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
KATIE KRIEG VICE CHAIRMAN
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
WORTH WILLIAMS SECRETARY
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
JOHN TURNER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
ABBY IRBY TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
STEVE BUTLER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
BETSY RAMSAY TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
SALLIE MARTIN TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
LANE RILEY TREASURER
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
BECKY MILLER TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
ELIZABETH OGIE TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
LANDSON CARTLEDGE TRUSTEE
0.00 		0 0 0
PO BOX 140
COLUMBUS,GA31902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SYNOVUS TRUST COMPANY INVESTMENT & MANAGEMENT FEES 483,308
1148 BROADWAY
COLUMBUS,GA31902
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2024, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. 433,000
2 THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $2,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2024, $2,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $2,000,000. 2,000,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow2,433,000
Form 990-PF (2024)
Form 990-PF (2024)
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
205,294,733
b
Average of monthly cash balances.......................
1b
10,845,210
c
Fair market value of all other assets (see instructions)................
1c
2,433,000
d
Total (add lines 1a, b, and c).........................
1d
218,572,943
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
218,572,943
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,278,594
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
215,294,349
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,764,717
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
10,764,717
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
149,216
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,847
c
Add lines 2a and 2b............................
2c
159,063
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,605,654
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,605,654
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,605,654
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
10,903,637
b
Program-related investments—total from Part VIII-B..................
1b
2,433,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,336,637
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 10,605,654
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 838,022
c From 2021......  
d From 2022...... 2,989,947
e From 2023...... 3,184,829
f Total of lines 3a through e ........ 7,012,798
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 13,336,637
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 10,605,654
e Remaining amount distributed out of corpus 2,730,983
5 Excess distributions carryover applied to 2024. 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 9,743,781
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		9,743,781
10 Analysis of line 9:
a Excess from 2020.... 838,022
b Excess from 2021....  
c Excess from 2022.... 2,989,947
d Excess from 2023.... 3,184,829
e Excess from 2024.... 2,730,983
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PHYLLIS WAGNER EXECUTIVE SECRETARY
PO BOX 140
COLUMBUS,GA31902
(706) 644-3578
PHYLLISWAGNER@SYNOVUS.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED.
Form 990-PF (2024)
Form 990-PF (2024)
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

ACCESS 2 INDEPENDENCE

202000 HAMILTON RD SUITE B
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 50,000

AMERICAN HEART ASSOCIATION (703 SHS COCA COLA CO)

7272 GREENVILLE AVE
DALLAS,TX75231 		UNRELATED PC GENERAL AND OPERATING 50,342

AMERICAN RED CROSS (352 SHS COCA COLA CO)

PO BOX 37839
BOONE,IA500370839 		UNRELATED PC GENERAL AND OPERATING 25,073

ATLANTA MUSIC PROJECT (800 SHS COCA-COLA CO)

883 DILL AVE SW
ATLANTA,GA30310 		UNRELATED PC GENERAL AND OPERATING 50,064

B&GC ENDOWMENT FUND (1063 SHS SYNOVUS FINL CORP)

PO BOX 411
OSHKOSH,WI54903 		UNRELATED PC GENERAL AND OPERATING 58,933

B&GC ENDOWMENT FUND

PO BOX 411
OSHKOSH,WI54903 		UNRELATED PC GENERAL AND OPERATING 150,000

BAPTIST HEALTH CARE FOUNDATION (32422 SHS SYNOVUS FINL CORP)

PO BOX 241647
MONTGOMERY,AL361241647 		UNRELATED PC GENERAL AND OPERATING 1,267,052

BAPTIST HEALTH CARE FOUNDATION

PO BOX 241647
MONTGOMERY,AL361241647 		UNRELATED PC GENERAL AND OPERATING 790,000

BE THE VOICE

675 MANSELL RD STE 115
ROSWELL,GA30076 		UNRELATED PC GENERAL AND OPERATING 15,000

BELOCO FOUNDATION (298 SHS GLOBAL PMTS INC)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 28,827

BELOCO FOUNDATION (618 SHS COCA COLA CO)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 39,373

BELOCO FOUNDATION (665 SHS COCA COLA CO)

PO BOX 140
COLUMBUS,GA319020140 		UNRELATED PF GENERAL AND OPERATING 38,876

BOYS HOPE GIRLS HOPE OF GREATER NEW ORLEANS

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

BREAKTHROUGH ATLANTA SCHOOL (787 SHS COCA COLA CO)

4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		UNRELATED PC GENERAL AND OPERATING 50,329

BROOKSTONE SCHOOL (475 SHS COCA COLA CO)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 33,834

BROOKSTONE SCHOOL (514 SHS SYNOVUS FINL CORP)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 20,354

BROOKSTONE SCHOOL (554 SHS COCA COLA CO)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 33,866

BROOKSTONE SCHOOL (565 SHS COCA COLA CO)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 34,002

BROOKSTONE SCHOOL (703 SHS GLOBAL PMTS INC)

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 80,276

BROOKSTONE SCHOOL

440 BRADLEY PARK DRIVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 43,750

CAMP SOUTHERN GROUND (481 SHS COCA COLA CO)

100 SOUTHERN GROUND PKWY
FAYETTEVILLE,GA30215 		UNRELATED PC GENERAL AND OPERATING 30,101

CENTRAL HIGH SCHOOL

2400 DOBBS DR
PHENIX CITY,AL36870 		UNRELATED PC GENERAL AND OPERATING 1,000

CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE FOUNDATION

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

CHATTAHOOCHEE VALLEY JAIL MINISTRIES

1007 7TH AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 200,000

CLEMENT ARTS (352 SHS COCA COLA CO)

2303 DOUBLE CHURCHES RD
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 25,207

CLEMENT ARTS

2303 DOUBLE CHURCHES RD
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 25,000

COLUMBUS BOTANICAL GARDENS

3603 WEEMS RD
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 10,000

COLUMBUS FIRST ALLIANCE BOOSTER CLUB

1700 CHEROKEE AVENUE
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 15,000

COLUMBUS GA PICKLEBALL ASSOCIATION (2711 SHS COCA COLA CO)

PO BOX 484
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 167,648

COLUMBUS GA PICKLEBALL ASSOCIATION (408 SHS COCA COLA CO)

PO BOX 484
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 25,231

COLUMBUS MUSEUM (46 SHS GLOBAL PMTS INC)

1251 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 5,167

COLUMBUS MUSEUM (791 SHS COCA COLA CO)

1251 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 49,786

COLUMBUS STATE UNIVERSITY FOUNDATION

4225 UNIVERSITY AVENUE
COLUMBUS,GA31907 		UNRELATED PC GENERAL AND OPERATING 135,000

COLUMBUS TECHNICAL COLLEGE FOUNDATION (3997 SHS COCA COLA CO)

928 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 250,132

COLUMBUS TECHNICAL COLLEGE FOUNDATION

928 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 116,667

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (2507 SHS GLOBAL PMTS)

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 333,406

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (9319 SHS COCA COLA CO)

1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 668,452

CUMMER MUSEUM OF ART FOUNDATION (5667 SHS SYNOVUS FINL CORP)

829 RIVERSIDE AVE
JACKSONVILLE,FL32207 		UNRELATED PC GENERAL AND OPERATING 246,968

CUMMER MUSEUM OF ART FOUNDATION (561 SHS COCA COLA CO)

829 RIVERSIDE AVE
JACKSONVILLE,FL32207 		UNRELATED PC GENERAL AND OPERATING 35,304

CURE CHILDHOOD CANCER (800 SHS COCA-COLA CO)

200 ASHFORD CENTER N SUITE 250
ATLANTA,GA30338 		UNRELATED PC GENERAL AND OPERATING 50,064

DREAM CENTER

4114 OATES AVENUE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 10,000

FEEDING NORTHEAST FLORIDA (5667 SHS SYNOVUS FINL CORP)

1166 EDGEWOOD AVE N D/E
JACKSONVILLE,FL32254 		UNRELATED PC GENERAL AND OPERATING 246,968

FEEDING NORTHEAST FLORIDA (641 SHS COCA COLA CO)

1166 EDGEWOOD AVE N D/E
JACKSONVILLE,FL32254 		UNRELATED PC GENERAL AND OPERATING 40,114

FIRST TEE OF GREATER CHARLOTTE

2661 REVOLUTION PARK DR
CHARLOTTE,NC28208 		UNRELATED PC GENERAL AND OPERATING 10,000

GEORGIA COUNCIL ON ECONOMIC EDUCATION

75 PIEDMONT AVENUE NE SUITE 700
ATLANTA,GA30303 		UNRELATED PC GENERAL AND OPERATING 5,000

HAMMOND SCHOOL

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

HISTORIC COLUMBUS FOUNDATION (3495 SHS COCA COLA CO)

1440 2ND AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 250,696

HISTORIC COLUMBUS FOUNDATION (439 SHS GLOBAL PMTS INC)

1440 2ND AVE
COLUMMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 50,129

HOLLAND AVENUE BAPTIST CHURCH

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

HOME WORKS OF AMERICA

3823 W BELTLINE BLVD
COLUMBIA,SC29204 		UNRELATED PC GENERAL AND OPERATING 82,800

HOPE COMMUNITY CHURCH

821 BUCK JONES RD
RALEIGH,NC27606 		UNRELATED PC GENERAL AND OPERATING 30,000

HOUSE OF CHERITH (305 SHS COCA COLA CO)

1300 JOSEPH E BOONE BLVD NW
ATLANTA,GA30314 		UNRELATED PC GENERAL AND OPERATING 19,087

HOUSE OF TIME(588 SHS COCA COLA CO)

1200 WYNNTON ROAD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 40,153

INTERNATIONAL FRIENDSHIP MINISTRIES (352 SHS COCA COLA CO)

2308 HILTON AVE
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 25,073

LEAD CENTER FOR YOUTH

680 MURPHY AVE SW SUITE 4128
ATLANTA,GA30310 		UNRELATED PC GENERAL AND OPERATING 50,000

LAGRANGE COLLEGE (127 SHS GLOBAL PMTS INC)

601 BROAD STREET
LAGRANGE,GA30240 		UNRELATED PC GENERAL AND OPERATING 17,062

LOVE LIKE LEXI PROJECT

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

MADELYN'S FUND

220 HAWTHONE LN
CHARLOTTE,NC28233 		UNRELATED PC GENERAL AND OPERATING 5,000

MERCER UNIVERSITY (3254 SHS COCA COLA CO)

1501 MERCER UNIVERSITY DRIVE
MACON,GA31207 		UNRELATED PC GENERAL AND OPERATING 201,227

MERCYMED OF COLUMBUS (818 SHS GLOBAL PMTS INC)

3702 2ND AVE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 100,990

MICAH'S PROMISE

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

MIDTOWN FELLOWSHIP

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

MIDTOWN INC (700 SHS COCA COLA CO)

1236 WILDWOOD AVE
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 50,211

MIDTOWN INC

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

NAOMI'S VILLAGE

6841 VIRGINIA PARKWAY STE 103 - 105
MCKINNEY,TX75071 		UNRELATED PC GENERAL AND OPERATING 25,000

NATIONAL INFANTRY MUSEUM FOUNDATION (2573 SHS COCA COLA CO)

1775 LEGACY WAY 235
COLUMBUS,GA31903 		UNRELATED PC GENERAL AND OPERATING 168,377

NATIONAL INFANTRY MUSEUM FOUNDATION

1775 LEGACY WAY 235
COLUMBUS,GA31903 		UNRELATED PC GENERAL AND OPERATING 133,333

NATURE CONSERVANCY (2034 SHS COCA COLA)

303 12TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 125,783

NEXT GENERATION FOCUS (481 SHS COCA COLA CO)

6755 MAJORS ROAD
CUMMING,GA30040 		UNRELATED PC GENERAL AND OPERATING 30,101

NORTHWEST GEORGIA HUNGER MINISTRIES

90 E CALLAHAN ST
ROME,GA30161 		UNRELATED PC GENERAL AND OPERATING 10,000

OPEN DOOR COMMUNITY HOUSE INC (886 SHS SYNOVUS FINL CORP)

2405 2ND AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 49,120

OPEN DOOR COMMUNITY HOUSE INC

2405 2ND AVENUE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 105,000

PASTORAL INSTITUTE (2326 SHS COCA COLA CO)

2022 15TH AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 166,565

PASTORAL INSTITUTE

2022 15TH AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 10,000

PEER DEFENSE PROJECT

10 HALLETTS PT APT 1501
ASTORIA,NY11102 		UNRELATED PC GENERAL AND OPERATING 60,000

PHENIX CITY MAYOR'S BALL

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

PHILANTHROPY SOUTHEAST

100 PEACHTREE SUITE NW SUITE 2080
ATLANTA,GA30303 		UNRELATED PC GENERAL AND OPERATING 15,000

PIEDMONT COLUMBUS REGIONAL FOUNDATION (5592 SHS COCA COLA CO)

710 CENTER STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 401,114

ROOF ABOVE 1210 N TRYON STREET MEN'S SHELTER

1210 N TRYON ST
CHARLOTTE,NC28206 		UNRELATED PC GENERAL AND OPERATING 5,000

RUSSELL COUNTY CHILD ADVOCACY CENTER (422 SHS COCA COLA CO)

67 DOWNING DR
PHENIX CITY,AL36869 		UNRELATED PC GENERAL AND OPERATING 30,219

SAFEHOUSE MINISTRIES (2815 SHS COCA COLA CO)

2101 HAMILTON ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 201,807

SAFEHOUSE MINISTRIES

2101 HAMILTON ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 60,000

SALVATION ARMY (1881 SHS GLOBAL PMTS INC)

615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 248,085

SALVATION ARMY (243 SHS GLOBAL PMTS INC)

615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 30,057

SALVATION ARMY (709 SHS SYNOVUS FINL CORP)

615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 39,307

SALVATION ARMY

615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 50,000

SHEPHERD CENTER FOUNDATION (3997 SHS COCA COLA CO)

2020 PEACHTREE RD NW
ATLANTA,GA30309 		UNRELATED PC GENERAL AND OPERATING 251,531

SHEPHERD CENTER FOUNDATION

2020 PEACHTREE RD NW
ATLANTA,GA30309 		UNRELATED PC GENERAL AND OPERATING 33,333

SPRINGER OPERA HOUSE (130 SHS GLOBAL PMTS INC)

103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 16,907

SPRINGER OPERA HOUSE (2796 SHS COCA COLA CO)

103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 200,557

SPRINGER OPERA HOUSE

103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 133,333

STANDING BOY TRAILS

1701-1891 OLD RIVER ROAD
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 10,000

STEWART COMMUNITY HOME (1600 SHS COCA COLA CO)

1125 15TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 100,688

STEWART COUNTY FIRE AND EMS

PO BOX 157
LUMPKIN,GA31815 		UNRELATED PC GENERAL AND OPERATING 31,870

TAKE THE CITY

2910 2ND AVENUE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 40,000

THE 18TH WARD

3329 BELL ST
NEW ORLEANS,LA70119 		UNRELATED PC GENERAL AND OPERATING 40,000

THE FOOD MILL

3718 2ND AVE SUITE A
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 35,000

THE HOUSE OF GOD

7230 FLAT ROCK ROAD
MIDLAND,GA31820 		UNRELATED PC GENERAL AND OPERATING 15,000

THE ROCK ACADEMY

4 CRAWFORD CHURCH RD
PHENIX CITY,AL36870 		UNRELATED PC GENERAL AND OPERATING 30,000

TRUTH SPRING INC (705 SHS COCA COLA CO)

3314 5TH AVENUE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 50,541

TRUTH SPRING INC

3314 5TH AVENUE
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 44,033

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (7688 SHS COCA COLA CO)

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 551,460

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (798 SHS SYNOVUS FINL)

PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 44,241

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION

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

UPTOWN COLUMBUS (1056 SHS COCA COLA CO)

25 W 10TH ST 4
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 75,705

UPTOWN COLUMBUS (408 SHS COCA COLA CO)

25 W 10TH ST 4
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 25,231

UPTOWN COLUMBUS

25 W 10TH ST 4
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 100,000

VALLEY RESCUE MISSION (564 SHS COCA COLA CO)

7553 VETERANS PKWY
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 40,433

WESLEY GLENN MINISTRIES (751 SHS COCA COLA CO)

4850 NORTH MUMFORD ROAD
MACON,GA31210 		UNRELATED PC GENERAL AND OPERATING 50,392

WESLEYAN COLLEGE (3358 SHS COCA COLA CO)

4760 FORSYTH RD
MACON,GA31210 		UNRELATED PC GENERAL AND OPERATING 210,144

YOUNG LIFE

2750 SOWEGA DR
COLUMBUS,GA31909 		UNRELATED PC GENERAL AND OPERATING 10,000

YOUNG LIFE

4420 REA RD
CHARLOTTE,NC28226 		UNRELATED PC GENERAL AND OPERATING 5,000

YOUTH ORCHESTRA OF GREATER COLUMBUS (699 SHS COCA COLA CO)

900 BROADWAY
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 49,776
Total .................................right arrow 3a 10,903,637
bApproved for future payment

BREAKTHROUGH ATLANTA SCHOOL
4075 PACES FERRY ROAD NW
ATLANTA,GA30327 		UNRELATED PC GENERAL AND OPERATING 50,000

COLUMBUS GA PICKLEBALL ASSOCIATION
PO BOX 484
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 333,334

COLUMBUS TECHNICAL COLLEGE FOUNDATION
928 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 500,000

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY
1340 13TH STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 666,666

MUSCOGEE COUNTY LIBRARY FOUNDATION
3000 MACON RD
COLUMBUS,GA31906 		UNRELATED PC GENERAL AND OPERATING 666,666

NATIONAL INFANTRY MUSEUM FOUNDATION
1775 LEGACY WAY 235
COLUMBUS,GA31903 		UNRELATED PC GENERAL AND OPERATING 333,334

PASTORAL INSTITUTE
2022 15TH AVE
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 333,334

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

PIEDMONT COLUMBUS REGIONAL FOUNDATION
710 CENTER STREET
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 800,000

SALVATION ARMY
615 MANCHESTER EXPRESSWAY
COLUMBUS,GA31904 		UNRELATED PC GENERAL AND OPERATING 750,000

SHEPHERD CENTER FOUNDATION
2020 PEACHTREE RD NW
ATLANTA,GA30309 		UNRELATED PC GENERAL AND OPERATING 500,000

SPRINGER OPERA HOUSE
103 E 10TH ST
COLUMBUS,GA31901 		UNRELATED PC GENERAL AND OPERATING 600,000

UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION
PO BOX 1157
COLUMBUS,GA31902 		UNRELATED PC GENERAL AND OPERATING 4,000,000
Total ................................. right arrow 3b 9,538,334
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 208,693  
4 Dividends and interest from securities ....     14 4,184,423  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 418,540  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,931,289  
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 11,742,945 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,742,945
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

58-6032142
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number
58-6032142
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18
 
PO BOX 23024
 
COLUMBUS, GA319023024

$ 552,574


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number

58-6032142
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BRADLEY-TURNER FOUNDATION INC
  		Employer identification number

58-6032142
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & ACCOUNTING FEES 57,400 57,400   0

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

TY 2024 ExpenditureResponsibilityStmt
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BELOCO FOUNDATION INC
  		PO BOX 140
COLUMBUS,GA319020140 		2024-01-11 107,076 SEE PDF ATTACHMENT     01/30/2025   SEE PDF ATTACHMENT

TY 2024 InvestmentsCorpBondsSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name of Bond End of Year Book Value End of Year Fair Market Value
TR #62-A001-20-5 BONDS - SEE ATTACHMENT 7,671,394 7,536,548
TR #62-A001-28-8 BONDS - SEE ATTACHMENT 405,004 396,204
TR #62-A095-04-1 - SEE ATTACHMENT 2,164,018 2,102,224

TY 2024 InvestmentsCorpStockSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name of Stock End of Year Book Value End of Year Fair Market Value
COCA-COLA - 436,636 SHARES 344,089 27,184,957
SYNOVUS FINANCIAL CORPORATION - 389,952 SHARES 3,358,170 19,977,241
GLOBAL PAYMENTS INC - 511,922 SHARES 18,853,530 57,365,979
TR #62-A097-03-9 - SEE ATTACHMENT 3,501,876 3,654,655
GREEN DOT CORP CL A 1 105,953

TY 2024 InvestmentsOtherSchedule2
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) AT COST 194,153 559,663
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) AT COST 2,759,070 3,942,446
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC AT COST 4,968,161 7,680,426
BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) AT COST 2,668,471 3,803,351
BUTLER FAMILY INVESTMENTS, LLC AT COST 663,791 744,607
TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT AT COST 22,202,735 30,222,123
TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT AT COST 583,145 813,346
TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT AT COST 1,478,636 1,455,631
TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT AT COST 8,532,096 11,581,462
TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT AT COST 4,885,339 10,842,194
TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT AT COST 1,544,070 2,642,453
TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT AT COST 1,481,894 1,629,053
BUTLER FAMILY INVESTMENTS II, LLC AT COST 458,509 528,862
USIP I, LLC AT COST 207,602 301,872
MIDDLEGROUND PARTNERS I, LP AT COST 451,780 612,764
IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP AT COST 499,127 819,422
LEGACY VENTURES X, LLC AT COST 2,656,529 2,935,805
BUTLER FAMILY INVESTMENTS III, LLC AT COST 418,612 502,885
CHALLEN PARTNERS LTD AT COST 1,152,771 1,013,934
BUTLER FAMILY INVESTMENTS IV, LLC AT COST 402,576 307,955
MSD PRIVATE CREDIT OPPORTUNITY FUND CAYMAN 2, LP AT COST 952,233 1,014,260
VISTA CREDIT PARTNERS FUND III, LP AT COST 1,309,717 1,351,335
BUTLER FAMILY INESTMENTS V, LLC AT COST 414,633 321,859
BUTLER FAMILY INESTMENTS VI, LLC AT COST 109,297 42,669
TR. #62-A001-08-0 SECURITIES - SEE ATTACHMENT AT COST 1,315,578 1,387,785

TY 2024 OtherAssetsSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION 433,000 433,000 433,000
PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS 2,000,000 2,000,000 2,000,000


TY 2024 OtherExpensesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN CONVERSION & OTHER EXPENSES 98,929 98,929   0
DEDUCTIONS FROM PASSTHROUGH ENTITIES 241,412 241,412   0
NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 49,237 0   0


TY 2024 OtherIncomeSchedule2
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
VARIOUS 8 8 8
VARIOUS PASSTHROUGH ENTITIES 418,532 418,532 418,532


TY 2024 OtherIncreasesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Description Amount
DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED 6,286,557
ADJUST CARRYING VALUE OF INVESTMENTS 461,332


TY 2024 OtherProfessionalFeesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT & MANAGEMENT FEES 483,308 483,308   0


TY 2024 SubstantialContributorsSch
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Name Address
SEE ATTACHED LIST  
 


TY 2024 TaxesSchedule
Name:
BRADLEY-TURNER FOUNDATION INC
EIN:
58-6032142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 149,528 0   0
FOREIGN TAXES 32,357 32,357   0