VIRGINIA KIMBROUGH CLARK REESE & THOMAS MATT REESE TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: VIRGINIA KIMBROUGH CLARK REESE & THOMAS MATT REESE TRUST (EIN 58-6352347)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-14
IRS object ID: 202111349349306561
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-14T16:04:00-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	581374304	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROBINSON GRIMES & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4299	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31914	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	586352347	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VIRGINIA KIMBROUGH CLARK REESE AND	BusinessNameLine1Txt
Business Name Line2	THOMAS MATT REESE TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TOMP	BusinessNameControlTxt
Phone	7066446294	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO SYNOVUS TRUST PO BOX 23024	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31902	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SYNOVUS TRUST COMPANYNA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7066446294	PhoneNum
Signature	2021-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SYNOVUS	PersonFirstNm
Person Last	TRUST COMPANYNA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT L GRIFFIN CPA	PreparerPersonNm
PTIN	P00276673	PTIN
Phone	7063245435	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SYNOVUS TRUST COMPANYNA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1148 BROADWAY	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31901	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$6,945,488	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1997	FormationYr
Legal Domicile State	GA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE SUPPORT TO GA LIONS LIGHTHOUSE FOUNDATION,INC. AND CHILDREN'S HEALTHCARE OF ATLANTA.	ActivityOrMissionDesc
Voting Members Governing Body	1	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$962,416	PYInvestmentIncomeAmt
CY Investment Income	$2,394,723	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$962,416	PYTotalRevenueAmt
CY Total Revenue	$2,394,723	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,023,732	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$963,236	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$155,622	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$161,604	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$26,961	PYOtherExpensesAmt
CY Other Expenses	$29,718	CYOtherExpensesAmt
PY Total Expenses	$1,206,315	PYTotalExpensesAmt
CY Total Expenses	$1,154,558	CYTotalExpensesAmt
PY Revenues Less Expenses	-$243,899	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,240,165	CYRevenuesLessExpensesAmt
Total Assets BOY	$19,076,800	TotalAssetsBOYAmt
Total Assets EOY	$20,316,965	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$19,076,800	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$20,316,965	NetAssetsOrFundBalancesEOYAmt
Mission	THE ORGANIZATION'S SOLE MISSION IS TO SUPPORT THE GEORGIA LIONS LIGHTHOUSE FOUNDATION, INC. AND CHILDRENS HEALTHCARE OF ATLANTA, BOTH OF WHICH ARE PUBLICLY SUPPORTED CHARITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$963,236	ExpenseAmt
Grant	$963,236	GrantAmt
Desc	THE ORGANIZATION SUPPORTS THE GEORGIA LIONS LIGHTHOUSE FOUNDATION, INC. AND CHILDREN'S HEALTHCARE OF ATLANTA BY DISTRIBUTING 100% OF ITS DISTRIBUTABLE AMOUNT TO THOSE TWO PUBLIC CHARITIES.	Desc
Total Program Service Expenses	$963,236	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	1	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TERESA T ABELL JD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7066446294	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1148 BROADWAY	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31901	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SYNOVUS TRUST COMPANYNA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hours Per Week	3.00	AverageHoursPerWeekRt
Institutional Trustee	Yes (X)	InstitutionalTrusteeInd
Reportable Comp From Org	$161,604	ReportableCompFromOrgAmt
Reportable Comp From Rltd Org	$0	ReportableCompFromRltdOrgAmt
Other Compensation	$0	OtherCompensationAmt

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$161,604	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$504,200	TotalRevenueColumnAmt
Exclusion	$504,200	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,020,838	SecuritiesAmt
Other	$2,420,450	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,051,819	SecuritiesAmt
Other	$1,498,946	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$969,019	SecuritiesAmt
Other	$921,504	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,890,523	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,890,523	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,394,723	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,890,523	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$504,200	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$963,236	TotalAmt
Program Services	$963,236	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$161,604	TotalAmt
Management And General	$161,604	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$8,350	TotalAmt
Management And General	$8,350	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,530	TotalAmt
Management And General	$3,530	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
AD VALOREM TAXES	$15,430	$15,430
FOREIGN TAXES WITHHELD	$1,924	$1,924
INSURANCE	$484	$484

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,154,558	TotalAmt
Program Services	$963,236	ProgramServicesAmt
Management And General	$191,322	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$418,626	BOYAmt
EOY	$887,931	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$44,722	LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,349,722	BOYAmt
EOY	$44,722	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,015,222	BOYAmt
EOY	$11,213,758	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$7,279,363	BOYAmt
EOY	$8,073,081	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$13,867	BOYAmt
EOY	$97,473	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,076,800	BOYAmt
EOY	$20,316,965	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$19,076,800	BOYAmt
EOY	$20,316,965	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$19,076,800	BOYAmt
EOY	$20,316,965	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$19,076,800	BOYAmt
EOY	$20,316,965	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,240,165	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	2	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
GEORGIA LIONS LIGHTHOUSE FOUNDATION INC
580548732	7	Yes (1)	$481,618	$0
CHILDREN'S HEALTHCARE OF ATLANTA
581710601	3	Yes (1)	$481,618	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	2	SupportedOrganizationsTotalCnt
Support Sum	$963,236	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	0	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$164,709	PriorYearAmt
Current Year	$175,621	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$486,802	PriorYearAmt
Current Year	$504,200	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$651,511	PriorYearAmt
Current Year	$679,821	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$182,583	PriorYearAmt
Current Year	$191,322	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$468,928	PriorYearAmt
Current Year	$488,499	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$21,081,868	PriorYearAmt
Current Year	$22,602,456	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$446,193	PriorYearAmt
Current Year	$455,465	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$2,990,675	PriorYearAmt
Current Year	$2,453,281	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$24,518,736	PriorYearAmt
Current Year	$25,511,202	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$24,518,736	PriorYearAmt
Current Year	$25,511,202	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$367,781	PriorYearAmt
Current Year	$382,668	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$24,150,955	PriorYearAmt
Current Year	$25,128,534	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$845,283	PriorYearAmt
Current Year	$879,499	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$845,283	PriorYearAmt
Current Year	$879,499	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$468,928	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$398,589	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$845,283	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$845,283	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$845,283	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$963,236	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$963,236	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$963,236	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$845,283	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$845,283	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$201,655	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$201,655	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$201,655	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$0	ExcessDistributionCyovAmt
CY Total Annual Distributions	$963,236	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
CY Distri App Distributable	$643,628	CYDistriAppDistributableAmt
Excess Distribution	$319,608	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$319,608	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$319,608	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION D, LINE 2	THE SUPPORTING ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS IN THAT IT IS RESPONSIVE TO THE NEEDS AND DEMANDS OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE OF THE SUPPORTING ORGANIZATION IS AN INSTITUTIONAL TRUSTEE APPOINTED BY THE GRANTOR OF THE TRUST. THERE ARE PERIODIC MEETINGS BETWEEN THE INSTITUTIONAL TRUSTEE AND THE EXECUTIVE DIRECTORS OF THE SUPPORTED ORGANIZATIONS EITHER IN PERSON OR THROUGH TELEPHONE CONFERENCE TO DISCUSS THE TRUST INVESTMENTS AND SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATIONS. THE SUPPORTED ORGANIZATIONS RECEIVE COPIES OF MONTHLY STATEMENTS AND ANNUAL TAX RETURNS, AND ARE PROVIDED SECURE ONLINE ACCESS TO THE FUND AT ANY TIME.
PART IV, SECTION D, LINE 3	THE SUPPORTING ORGANIZATION'S SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF INCOME AND ASSETS AT ALL TIMES DURING THE YEAR. THE EXECUTIVE DIRECTORS OF THE SUPPORTED ORGANIZATIONS REVIEW MONTHLY STATEMENTS PROVIDED BY THE TRUSTEE, HAVE REGULAR INVESTMENT PERFORMANCE REVIEWS WITH THE TRUSTEE, AND HAVE SECURE ONLINE ACCESS TO THE FUND AT ANY TIME.
PART V, SECTION D, LINE 8	THE SUPPORTING ORGANIZATION DISTRIBUTES 100% OF ITS DISTRIBUTABLE AMOUNT EACH YEAR EQUALLY TO THE TWO SUPPORTED ORGANIZATIONS WHICH ARE ATTENTIVE TO ITS OPERATIONS AND TO WHICH THE SUPPORTING ORGANIZATION IS RESPONSIVE. GEORGIA LIONS LIGHTHOUSE (A 50% RECIPIENT) RECEIVES APPROXIMATELY 13% OF ITS TOTAL SUPPORT FROM THE SUPPORTING ORGANIZATION; THEREFORE, IT IS ATTENTIVE TO THE SUPPORTING ORGANIZATION AS SET FORTH IN U.S. TREASURY REGULATION 1.509(A)-4(I)(5)(III)(B)(1). CHILDREN'S HEALTHCARE OF ATLANTA (A 50% RECIPIENT) IS ATTENTIVE TO THE SUPPORTING ORGANIZATION BECAUSE THE AMOUNT OF SUPPORT IT RECEIVES IS NECESSARY TO CONTINUE ITS PROGRAM FOR CHARITY CARE AND FAMILY SUPPORT SERVICES. THE DISTRIBUTIONS TO CHILDREN'S HEALTHCARE OF ATLANTA AMOUNT TO APPROXIMATELY 10% OF THE SUPPORT FOR THIS IMPORTANT PROGRAM. THE SUPPORTING ORGANIZATION MEETS THE RESPONSIVENESS TEST AS DESCRIBED IN THE SUPPLEMENTAL INFORMATION FOR PART IV, SECTION D, LINES 2 AND 3; ACCORDINGLY, 100% OF THE DISTRIBUTABLE AMOUNT IS PAID TO SUPPORTED ORGANIZATIONS WHICH ARE ATTENTIVE TO THE SUPPORTING ORGANIZATION AND TO WHICH THE SUPPORTING ORGANIZATION IS RESPONSIVE.

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$44,722	InvestmentCostOrOtherBasisAmt
Book Value	$44,722	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$44,722	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DODGE & COX INCOME FUND #147	$4,053,049	C
FEDERATED TOTAL RETURN BD FD #328	$4,020,032	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$8,073,081	TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
GEORGIA LIONS LIGHTHOUSE FDN INC
1775 CLAIRMONT ROAD	DECATUR	GA	30033	580548732	501(C)(3)	$481,618	AID TO VISION IMPAIRED INDIVIDUALS.
CHILDRENS' HEALTHCARE OF ATLANTA
1687 TULLIE CIRCLE	ATLANTA	GA	30329	581710601	501(C)(3)	$481,618	CHILDRENS HEALTHCARE.

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION MAINTAINS RECORDS OF AMOUNTS OF ASSISTANCE, SUCH AMOUNTS BEING THE GREATER OF THE ENTIRE NET INCOME OF THE TRUST ASSETS DETERMINED UNDER GEORGIA LAW OR THE DISTRIBUTABLE AMOUNT AS DETERMINED UNDER THE U.S. TREASURY REGULATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 509, AND THE RECIPIENT OF THE ASSISTANCE IS NAMED IN THE GOVERNING TRUST DOCUMENT.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE SENIOR VICE PRESIDENT-DIRECTOR OF FOUNDATION AND ENDOWMENT SERVICES REVIEWS AND SIGNS THE ORGANIZATION'S TAX RETURN BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE POLICY IS ENFORCED BY REQUIRING QUARTERLY REPORTS TO BE FILED WITH THE COMPLIANCE DEPARTMENT OF SYNOVUS TRUST COMPANY.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.