Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE PEYTON ANDERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 577 MULBERRY STREET SUITE 830
  Room/suite
City or town
MACON
State or province
GA
Country  
ZIP or foreign postal code
31201
A Employer identification number

58-1803562
B Telephone number (see instructions)

4787435359
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$133,541,753J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,380
2 Check .................
3 Interest on savings and temporary cash investments 367,722 367,722  
4 Dividends and interest from securities... 1,622,123 1,622,123  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
16,062,917
b Gross sales price for all assets on line 6a 49,729,016
7 Capital gain net income (from Part IV, line 2)... 16,062,917
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
72,351 72,351  
12 Total. Add lines 1 through 11........ 18,126,493 18,125,113  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 336,959 61,000   275,959
14 Other employee salaries and wages...... 310,100 108,960   201,140
15 Pension plans, employee benefits....... 133,375 38,050   95,325
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,284 629   5,655
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
604,579 575,356   29,223
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
209,511 11,311   27,289
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
34,548 3,455  
20 Occupancy.............. 75,958 7,596   68,362
21 Travel, conferences, and meetings....... 33,369 7,603   25,766
22 Printing and publications.......... 313 31   282
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
956,700 718,036   238,664
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,701,696 1,532,027   967,665
25 Contributions, gifts, grants paid....... 4,877,000 4,877,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 7,578,696 1,532,027   5,844,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,547,797
b Net investment income (if negative, enter -0-) 16,593,086
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,838,955 3,825,321 3,825,321
3 Accounts receivable  
Less: allowance for doubtful accounts   1,089,065    
4 Pledges receivable  
Less: allowance for doubtful accounts        
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) 5,675,442
Less: allowance for doubtful accounts   4,320,028 Click to see attachment
List of Attached Documents:
// Content
5,675,442 		5,675,442
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 6,552,279 Click to see attachment
List of Attached Documents:
// Content
5,377,996 		5,516,825
b Investments—corporate stock (attach schedule)....... 44,243,103 Click to see attachment
List of Attached Documents:
// Content
43,584,612 		45,333,074
c Investments—corporate bonds (attach schedule)....... 4,799,456 Click to see attachment
List of Attached Documents:
// Content
4,772,994 		4,926,980
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,913,085 Click to see attachment
List of Attached Documents:
// Content
29,066,304 		67,202,152
14 Land, buildings, and equipment: basis 460,480
Less: accumulated depreciation (attach schedule) 111,021 359,060 Click to see attachment
List of Attached Documents:
// Content
349,459 		349,459
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
50,000 		Click to see attachment
List of Attached Documents:
// Content
60,700 		Click to see attachment
List of Attached Documents:
// Content
712,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,165,031 92,712,828 133,541,753
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 82,165,031 92,712,828
29 Total net assets or fund balances (see instructions)..... 82,165,031 92,712,828
30 Total liabilities and net assets/fund balances (see instructions). 82,165,031 92,712,828
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
82,165,031
2
Enter amount from Part I, line 27a .....................
2
10,547,797
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
92,712,828
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
92,712,828
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VARIOUS MARKETABLE SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 43,092,143   33,666,099 9,426,044
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       9,426,044
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 16,062,917
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 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) 1 230,644
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 230,644
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 230,644
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 155,900
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 155,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 74,744
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
GA
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 2025 or the taxable year beginning in 2025? 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 addressWWW.PEYTONANDERSON.ORG
14
The books are in care ofKAREN J LAMBERT Telephone no. (478) 743-5359

Located at577 MULBERRY STREET SUITE 830MACONGA ZIP+431201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REID HANSON JR TRUSTEE
4.00 		21,303 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
KATHRYN H DENNIS TRUSTEE
4.00 		21,303 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
R KIRBY GODSEY TRUSTEE
4.00 		21,303 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
MARC T TREADWELL TRUSTEE
4.00 		0 0 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
KAREN J LAMBERT PRESIDENT
40.00 		273,050 61,250 0
577 MULBERRY STREET SUITE 830
MACON,GA31201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SEE ATTACHED SEE ATTACHED
000.00 		310,100 72,125  
577 MULBERRY STREET SUITE 830
MACON,GA31201
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SNYDER CAPITAL MANAGEMENT LP INVESTMENT MGR 235,352
101 MISSION STREET SUITE 1400
SAN FRANCISCO,CA94105
BARON CAPITAL MANAGEMENT INC INVESTMENT MGR 169,215
767 FIFTH AVENUE 49TH FLOOR
NEW YORK,NY10153
H S MANAGEMENT PARTNERS LLC INVESTMENT MGR 88,259
640 FIFTH AVENUE 18TH FLOOR
NEW YORK,NY10019
STOLPER & CO INVESTMENT MGR 70,000
2305 HISTORIC DECATUR RD STE 100
SAN DIEGO,CA92106
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
124,732,017
b
Average of monthly cash balances.......................
1b
980,717
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
125,712,734
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
125,712,734
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,885,691
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
123,827,043
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
6,191,352
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,191,352
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
230,644
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
230,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,960,708
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,960,708
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,960,708
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, line 26, column (d) ..........
1a
5,844,665
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
22,453
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,867,118
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 5,960,708
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 419,340
b From 2021......  
c From 2022......  
d From 2023...... 152,960
e From 2024......  
f Total of lines 3a through e ........ 572,300
4Qualifying distributions for 2025 from Part
XI, line 4: $ 5,867,118
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 5,867,118
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 93,590 93,590
(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 5 478,710
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		325,750
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		152,960
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 152,960
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KAREN J LAMBERT
577 MULBERRY STREET SUITE 830
MACON,GA31201
(478) 743-5359
KLAMBERT@PAFDN.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE PAF GRANT APPLICATION ATTACHED.
cAny submission deadlines:
APRIL 1ST AND SEPTEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE PAF GRANT APPLICATION ATTACHED.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

100 BLACK MEN MACON-MIDDLE GA

1680 BROADWAY
MACON,GA31201 		N/A   EDUCATIONAL ENRICHMENT TRIP 5,000

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

BOLLES SCHOOL

7400 SAN JOSE BLVD
ADVANCEMENT DEPT
JACKSONVILLE,FL32217 		N/A   DISCRETIONARY 5,000

BOOK EM

2970 NORTH HILLANDALE CIR
MACON,GA31204 		N/A   DISCRETIONARY 1,000

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

BOYS & GIRLS CLUBS OF CENTRAL
GEORGIA
277 MLK JR BLVD W STE
MACON,GA31201 		N/A   MACON RBI PROGRAM 25,000

BRAINERD BAPTIST SCHOOL

4107 MAYFAIR AVE
CHATTANOOGA,TN37411 		N/A   DISCRETIONARY 2,000

CENTRAL GEORGIA TECHNICAL COLLEGE
FOUNDATION
3300 MACON TECH DR
BLDG A ROOM 413
MACON,GA31206 		N/A   DISCRETIONARY 1,500

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A   HABITAT FOR HUMANITY HOME 25,000

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

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A   CFCG'S ANNUAL CAMPAIGN 3,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A   JUNIOR LEAGUE OF MACON TRAINING FUND 1,000

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A   ANNUAL FUND 1,500

COMMUNITY FOUNDATION OF CENTRAL
GEORGIA INC
577 MULBERRY ST
STE 1600
MACON,GA31201 		N/A   MERRIE CHRISTMAS PROJECT 5,000

CROSSROADS CHRISTIAN COUNSELING
CENTER
144 PIERCE AVE
MACON,GA31204 		N/A   FACILITY RENOVATIONS AND IMPROVEMENT 250,000

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

EMORY WINSHIP CANCER INSTITUTE

1762 CLIFTON RD
STE 2400
ATLANTA,GA30322 		N/A   GYNECOLOGIC ONCOLOGY 3,000

FIRST PRESBYTERIAN DAY SCHOOL

5671 CALVIN DR
MACON,GA31210 		N/A   CHARLA IVEY EXECUTIVE DISCRETIONARY 1,000

FIRST PRESBYTERIAN DAY SCHOOL

5671 CALVIN DR
MACON,GA31210 		N/A   IN HONOR OF MS. KRIS VAUGHN 1,000

FORWARD MACON

338 POPLAR ST
MACON,GA31201 		N/A   CHOOSE MACON - TALENT RECRUITMENT 250,000

FORWARD MACON

338 POPLAR ST
MACON,GA31201 		N/A   CHAMBER PRESIDENT'S DISCRETIONARY 10,000

FRINGED CAMPION CHAPTER OF THE
GEORGIA NATIVE PLANT SOCIETY INC
550 INGLEWOOD PL
MACON,GA31204 		N/A   OCMULGEE MOUNDS NATIONAL HISTORICAL 1,500

GEORGIA COLLEGE AND STATE
UNIVERSITY
231 W HANCOCK ST
MILLEDGEVILLE,GA31061 		N/A   SCHOLARSHIPS 14,000

GEORGIA INSITUTE OF TECHNOLOGY

NORTH AVE
ATLANTA,GA30332 		N/A   SCHOLARSHIPS 70,000

GEORGIA PRESS EDUCATIONAL FOUNDATIO

PO BOX 4003
MARIETTA,GA30061 		N/A   CAPITOL BEAT EXPANSION 50,000

GEORGIA RESEARCH ALLIANCE

270 PEACHTREE STREET NW
STE 2200
ATLANTA,GA30303 		N/A   RESEARCH AND ENTREPRENEURSHIP 25,000

GEORGIA SOUTHERN UNIVERSITY

1332 SOUTHERN DR
STATESBORO,GA30458 		N/A   SCHOLARSHIPS 33,000

GEORGIA STATE UNIVERSITY

100 AUBURN AVE NE
ATLANTA,GA30303 		N/A   SCHOLARSHIPS 7,000

GOOD SHEPHERD EPISCOPAL SCHOOL

11110 MIDWAY RD
DALLAS,TX75229 		N/A   DISCRETIONARY 2,000

GRAND OPERA HOUSE

651 MULBERRY ST
MACON,GA31201 		N/A   DISCRETIONARY 1,500

HISTORIC MACON

PO BOX 13358
MACON,GA31208 		N/A   DISCRETIONARY 1,000

HISTORIC RIVERSIDE CEMETERY
CONSERVANCY
1301 RIVERSIDE DR
PO BOX 373
MACON,GA31202 		N/A   EXECUTIVE DISCRETIONARY 10,000

HISTORIC RIVERSIDE CEMETERY
CONSERVANCY
1301 RIVERSIDE DR
PO BOX 373
MACON,GA31202 		N/A   RIVERSIDE CEMETERY HISTORIC 200,000

HOLY COMFORTER EPISCOPAL SCHOOL

2001 FLEISCHMANN RD
TALLAHASSEE,FL32308 		N/A   DISCRETIONARY 2,000

JAMES WIMBERLY INSITUTE

PO BOX 2734
MACON,GA31203 		N/A   BREAKING BARRIERS DINNER 2,500

KENNESAW STATE UNIVERSITY

1000 CHASTAIN RD
KENNESAW,GA30144 		N/A   SCHOLARSHIPS 4,000

K B SUTTON ELEMENTARY SCHOOL

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

LEARN & EARN BIKE SHOP INC

118 WATERFORD PL
MACON,GA31209 		N/A   DISCRETIONARY 5,000

LOAVES AND FISHES MINISTRIES

651 MLK JR BLVD
MACON,GA31201 		N/A   ENCOURAGING OUR NEIGHBORS NOW 20,000

MACON AIM

304 PIERCE AVE
MACON,GA31204 		N/A   MACON AIM CASE WORKER 87,500

MACON AIM

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

MACON AREA HABITAT FOR HUMANITY

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

MACON ARTS ALLIANCE

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

MACON BIBB COUNTY AFFORDABLE
HOUSING FUND
231 RIVERSIDE DR
STE 100
MACON,GA31201 		N/A   DOWN PAYMENT ASSISTANCE 20,000

MACON GEORGIA CHERRY BLOSSOM
FESTIVAL INC
794 CHERRY ST
MACON,GA31201 		N/A   DISCRETIONARY 1,500

MACON HOPE INC

PO BOX 26912
MACON,GA31221 		N/A   DISCRETIONARY 2,000

MACON POPS INC

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

MACON POPS INC

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

MACON POPS INC

PO BOX 6295
MACON,GA31208 		N/A   CHRISTMAS EXTRAVAGANZA OPENING NIGHT 25,000

MACON REGIONAL CRIME STOPPERS

PO BOX 6276
MACON,GA31208 		N/A   MACON REGIONAL CRIMESTOPPERS MOBILE 40,000

METHODIST CHILDREN'S HOME

304 PIERCE AVE
MACON,GA31204 		N/A   DISCRETIONARY 2,500

METHODIST CHILDREN'S HOME

304 PIERCE AVE
MACON,GA31204 		N/A   DISCRETIONARY 2,000

MIDDLE GEORGIA ACCESS TO JUSTICE
COUNCIL INC
PO BOX 1732
MACON,GA31201 		N/A   DISCRETIONARY 3,000

MIDDLE GEORGIA STATE UNIVERSITY
FOUNDATION INC
100 UNIVERSITY PKWY
MACON,GA31206 		N/A   CENTER FOR MIDDLE GEORGIA STUDIES 200,000

MIDDLE GEORGIA STATE UNIVERSITY
FOUNDATION INC
100 UNIVERSITY PKWY
MACON,GA31206 		N/A   IN SUPPORT OF THE STUDENT EMERGENCY 2,000

MIDDLE GEORGIA STATE UNIVERSITY

100 UNIVERSITY PKWY
MACON,GA31206 		N/A   SCHOLARSHIPS 10,500

MOTIVATING YOUTH FOUNDATION

905 MAIN ST
MACON,GA31217 		N/A   BACK TO BASICS 30,000

MUSEUM OF ARTS AND SCIENCES

4182 FORSYTH RD
MACON,GA31210 		N/A   DISCRETIONARY 1,000

MUSEUM OF AVIATION

1942 HERITAGE BLVD
ROBINS AFB,GA31098 		N/A   IGNITING INNOVATION 225,000

NATIONAL TRUST FOR LOCAL NEWS

143 S SECOND PL
BRIGHTON,CO80601 		N/A   GOVERNMENT ACCOUNTABILITY REPORTER 95,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A   LEVERAGING LOCAL CAPITAL CAMPAIGN 600,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A   LEVERAGING LOCAL CAPITAL CAMPAIGN 600,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A   DISCRETIONARY 2,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A   CHRISTMAS LIGHT EXTRAVAGANZA 10,000

REBUILDING MACON INC

3864 LAKE ST
MACON,GA31204 		N/A   EXECUTIVE DISCRETIONARY 10,000

RESCUE MISSION OF MIDDLE GEORGIA

6001 ZEBULON RD
MACON,GA31220 		N/A   DISCRETIONARY 2,500

ROME CHAMBER MUSIC FESTIVAL

PO BOX 424
NEW CANAAN,CT06840 		N/A   DISCRETIONARY 10,000

ROSA TAYLOR ELEMENTARY SCHOOL

2976 CRESTLINE DR
MACON,GA31204 		N/A   SECOND GRADE TEACHERS 500

STORYBOOK FARM

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

THE COMMUNITY FOUNDATION OF
GREATER ATLANTA
191 PEACHTREE ST NE
STE 1000
ATLANTA,GA30303 		N/A   GEORGIA GRANTMAKER'S ALLIANCE 7,500

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   MACON-MERCER SYMPHONY ORCHESTRA 25,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   MERCER UNIVERSITY SCHOOL OF MEDICINE 1,000,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   SENIOR CIVIC JOURNALISM FELLOW 100,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   WALTER F. GEORGE SCHOOL OF LAW 3,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   MACON-MERCER SYMPHONY ORCHESTRA 60,000

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   DEAN'S ENDOWMENT FUND 5,000

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

THE CORPORATION OF MERCER
UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207 		N/A   SCHOLARSHIPS 52,500

THE UNIVERSITY OF GEORGIA

210 S JACKSON ST
ATHENS,GA30602 		N/A   SCHOLARSHIPS 74,000

THEATRE MACON

438 CHERRY ST
MACON,GA31201 		N/A   THEATRE MACON FLEXIBLE PERFORMANCE 30,000

UNITED IN PINK

125 PLANTATION CENTRE DRI
BLDG 500 STE A
MACON,GA31210 		N/A   DISCRETIONARY 5,000

UNITED WAY OF CENTRAL GEORGIA

PO BOX 1302
MACON,GA31202 		N/A   COMMUNITY SCHOOLS UNITED 100,000

UNITED WAY OF CENTRAL GEORGIA

PO BOX 1302
MACON,GA31202 		N/A   TO REINSTATE READ UNITED IN THE FALL 75,000

VISIT MACON INC

450 MARTIN LUTHER KING JR
MACON,GA31201 		N/A   CHRISTMAS MART 75,000

WESLEY GLEN MINISTRIES INC

4580 NORTH MUMFORD RD
MACON,GA31210 		N/A   DISCRETIONARY 4,000

WESLEYAN COLLEGE

4760 FORSYTH RD
MACON,GA31210 		N/A   BRINGING WESLEYAN INTO DT MACON 150,000

WESLEYAN COLLEGE

4760 FORSYTH RD
MACON,GA31210 		N/A   SCHOLARSHIPS 10,000

YOUTHUP INC

4028 DELLWOOD DR
MACON,GA31204 		N/A   EMPOWERING YOUTH FOR SUCCESS 40,000
Total ................................. 3a 4,877,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 367,722  
4 Dividends and interest from securities ....     14 1,622,123  
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 72,351  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 16,062,917  
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) ..   18,125,113  
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,125,113
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 6,284 629   5,655

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

TY 2025 DepreciationSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BEIGE FILING CABINET - FILE ROOM 1997-07-14 194 194 S/L 7.0000        
OPEN SHELF FILING SYSTEM-FILE ROOM 1997-07-16 1,464 1,464 S/L 7.0000        
SIDE BOARD -SMALL CONFERENCE ROOM 1997-09-10 741 741 S/L 7.0000        
(2) CHIPPENDALE CHAIRS-DISPLAY ROOM 2000-03-23 435 435 S/L 7.0000        
DROP LEAF TABLE-KAREN'S OFFICE 2000-07-28 398 398 S/L 7.0000        
SOFA-RECEPTION 2002-12-23 423 423 S/L 7.0000        
QUEEN ANNE TABLE & 6 CHAIRS-BREAKROOM 2007-07-01 800 800 S/L 7.0000        
CHAIR-CHENZA OFFICE 2007-12-17 348 348 S/L 7.0000        
(3) RUGS 2008-02-01 2,247 2,247 S/L 7.0000        
L DESK-SCHOLARSHIP OFFICE 2010-04-09 934 934 S/L 7.0000        
LATERAL FILE 4 DRAWER-CHARLA OFFICE 2010-04-09 749 749 S/L 7.0000        
(2) GUEST CHAIRS-SCHOLARSHIP OFFICE 2010-09-02 704 704 S/L 7.0000        
ROUND TABLE-SCHOLARSHIP OFFICE 2010-11-02 135 135 S/L 7.0000        
FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE 2012-01-05 587 587 S/L 7.0000        
SHREDDER 2012-10-01 1,378 1,378 S/L 7.0000        
(2) PORTABLE DESKS 2013-08-09 359 359 S/L 7.0000        
SHELVING-BASEMENT 2014-03-12 993 993 S/L 7.0000        
FLAT BED CART 2014-03-20 80 80 S/L 7.0000        
WORKCENTRE 7835 COPIER 2015-01-12 11,401 11,401 S/L 5.0000        
MOBILE BEVERAGE CART 2015-02-19 389 389 S/L 7.0000        
GRANT MAKING SOFTWARE 2018-01-16 23,565 23,565 S/L 5.0000        
FINANCIAL EDGE-BLACKBAUD 2018-08-21 13,788 13,788 S/L 5.0000        
(2) MONITORS-GAIL 2018-09-18 511 511 S/L 5.0000        
(7) DIGIUM SWITCHVOX D65 PHONES 2019-05-24 6,588 6,588 S/L 5.0000        
WIRELESS & ACCESS POINTS 2019-05-24 1,134 1,134 S/L 5.0000        
MICROSOFT SURFACE PRO - KAREN'S 2020-08-06 3,980 3,516 S/L 5.0000 464 46    
HP PROBOOK - CHENZA'S 2020-08-06 2,605 2,301 S/L 5.0000 304 30    
HP COLOR LJ PRO COPIER-KAREN OFFICE 2021-03-31 481 361 S/L 5.0000 96 9    
HP COLOR LJ PRO MFP COPIER-KAREN HOME 2021-11-04 523 331 S/L 5.0000 105 11    
DELL OPTIPLEX 3080 DESKTOP COMPUTER-KAREN HOM 2021-12-06 1,583 976 S/L 5.0000 317 32    
POWER EDGE T340 SERVER 2022-06-14 11,548 5,966 S/L 5.0000 2,310 231    
HP PROBOOK 450 G9 LAPTOP (CHARLA) 2022-09-14 2,302 1,074 S/L 5.0000 460 46    
HP LASERJET PRO M083FDW-GAIL OFFICE 2023-05-25 558 177 S/L 5.0000 111 11    
HP LASERJET PRO M083FDW-CHARLA OFFICE 2023-05-25 558 177 S/L 5.0000 111 11    
HP LASERJET PRO M083FDW PRINTER-CHENZA OFFICE 2023-05-25 558 177 S/L 5.0000 111 11    
SURFACE LAPTOP-GAIL 2023-11-25 2,696 584 S/L 5.0000 539 54    
30 INCH WARMING DRAWER 2024-11-01 2,105 70 STRAIGHT LINE 5.0000 421 42    
COUNTERTOP MICROWAVE 1200 WATT 2024-11-01 323 11 STRAIGHT LINE 5.0000 65 7    
SMART FRENCH DOOR REFRIGERATOR 2024-11-01 2,199 37 STRAIGHT LINE 10.0000 220 22    
QUADWASH FRONT CONTROL 24 INCH DISHWASHER 2024-11-01 650 22 STRAIGHT LINE 5.0000 130 13    
CALPHALON COUNTERTOP AIR FRYER OVEN 2024-11-01 243 8 STRAIGHT LINE 5.0000 49 5    
VIBE CONFERENCE SYSTEM 2024-11-01 11,750 392 STRAIGHT LINE 5.0000 2,350 235    
WAYFAIR CHIASSON ETAGERE BOOKCASE 2024-11-01 671 11 STRAIGHT LINE 10.0000 67 7    
COCKTAIL TABLE FOR RECEPTION AREA 2024-11-01 1,657 28 STRAIGHT LINE 10.0000 166 17    
SAVOY HOUSE LIGHTING-SMALL CONFERENCE ROOM 2024-11-01 1,099 18 STRAIGHT LINE 10.0000 110 11    
RING DOORBELL 2024-11-01 150 5 STRAIGHT LINE 5.0000 30 3    
(2) SAMSUNG TVS 2024-11-01 1,864 62 STRAIGHT LINE 5.0000 373 38    
CLOCK RESTORATION 2024-11-01 4,170 70 STRAIGHT LINE 10.0000 417 42    
GLASS TABLE TOP-SMALL CONFERENCE ROOM 2024-11-01 968 16 STRAIGHT LINE 10.0000 97 10    
LEASEHOLD IMPROVEMENTS 2024-11-01 132,278 551 STRAIGHT LINE 40.0000 3,308 331    
OFFICE FURNISHINGS 2024-11-01 144,852 2,414 STRAIGHT LINE 10.0000 14,485 1,449    
MAIL BOSS WALL MOUNT MAILBOX 2024-11-01 55 1 STRAIGHT LINE 10.0000 5 1    
FERGUSON HOT WATER DISPENSER 2024-11-01 1,851 31 STRAIGHT LINE 10.0000 185 19    
FILE ROOM TABLE 2024-11-01 413 7 STRAIGHT LINE 10.0000 41 4    
ARTWORK AND FRAMING 2024-11-01 5,381 90 STRAIGHT LINE 10.0000 538 53    
LAMP SHADES 2024-11-01 363 6 STRAIGHT LINE 10.0000 36 3    
DRAPERY PANELS 2024-11-01 38,761 646 STRAIGHT LINE 10.0000 3,876 387    
SHOP TOP DISPLAYS 2025-02-03 202   S/L 10.0000 19 2    
XEROX COPIER 2025-03-18 13,573   S/L 5.0000 2,036 203    
CHENZA LAPTOP 2025-11-12 2,581   S/L 5.0000 86 9    
CHEST-RECEPTION AREA 2025-02-27 1,112   S/L 10.0000 93 9    
PENLEY FRAME-RECEPTION 2025-03-17 1,085   S/L 10.0000 81 8    
ROBERT GODSEY FRAME-BREAKROOM 2025-03-17 433   S/L 10.0000 32 3    
CAROL GRIFFIN OIL PAINTING-RECEPTION 2025-04-14 2,236   S/L 10.0000 168 17    
(2) CERAMIC PIECES-LARGE CONF ROOM 2025-05-30 511   S/L 10.0000 30 3    
SUNLIGHT THROUGH CRAPE MYRTLE FRAME-CHENZA 2025-07-24 825   S/L 10.0000 34 3    
WYNNE OPEN DEMILUNE TABLE-BALLARD DESIGNS 2025-07-31 1,269   S/L 10.0000 53 5    
MARTIN 3 DOOR CONSOLE TABLE-BALLARD DESIGNS 2025-11-05 1,122   S/L 10.0000 19 2    

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TY 2025 GainLossSaleOtherAssetsSch
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
WORKCENTRE 7835 COPIER 2015-01 PURCHASE 2025-12     11,401       11,401
HP PROBOOK - CHENZA'S 2020-08 PURCHASE 2025-12     2,605       2,605

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of Bond End of Year Book Value End of Year Fair Market Value
TRUIST 4,772,994 4,926,980

TY 2025 InvestmentsCorpStockSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB 43,584,612 45,333,074

TY 2025 InvestmentsGovtObligationsSch
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
US Government Securities - End of Year Book Value:

5,377,996
US Government Securities - End of Year Fair Market Value:

5,516,825
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIPS & RE INVESTMENT TRUSTS AT COST 29,066,304 67,202,152

TY 2025 LandEtcSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE, FIXTURES, EQUIPMENT 328,202 107,163 221,039 221,039
LEASEHOLD IMPROVEMENTS 132,278 3,858 128,420 128,420


TY 2025 OtherAssetsSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PAINTINGS - PENLEY 50,000 60,700 712,500


TY 2025 OtherExpensesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BAD DEBT EXPENSE 707,878 707,878    
BANK CHARGES 641     641
CEMETERY EXPENSE 102,000     102,000
COMMUNICATIONS 31,846     31,846
EQUIPMENT MAINTENANCE AND SUP 34,058 3,406   30,652
INTERNET, TELEPHONE, CABLE 10,114 1,011   9,103
OFFICE SUPPLIES AND EXPENSE 9,405 940   8,465
SCHOLARSHIP EXPENSE 12,751     12,751
SUBSCRIPTIONS, DUES, INSURANC 48,007 4,801   43,206


TY 2025 OtherIncomeSchedule2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INT/FEES-MISSION RELATED LOAN 72,351 72,351  


TY 2025 OtherNotesLoansRcvblShortSch2
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Name of 501(c)(3) Organization Balance Due
455 THIRD LLC
  		604,201
461 THIRD LLC
  		1,575,500
544 MULBERRY LLC
  		1,521,128
BRANSON PROPERTY
  		1,000,000
DT WALTON
  		974,613


TY 2025 OtherProfessionalFeesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MONEY MANAGER SERVICES 574,672 574,672    
OTHER PROFESSIONAL FEES 29,907 684   29,223


TY 2025 TaxesSchedule
Name:
THE PEYTON ANDERSON FOUNDATION
EIN:
58-1803562
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES AND OTHER 38,600 11,311   27,289
EXCISE TAXES 170,911