Nonprofit · EIN 58-6045056
SARTAIN LANIER FAMILY FOUNDATION INC
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,692,748 | $5,211,091 | $481,657 | $97,271,426 | $836 | $97,270,590 |
| December 31, 2023 | 990-PF | $2,381,171 | $5,764,990 | -$3,383,819 | $103,863,213 | $17,512 | $103,845,701 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,946,859
- Net gain from sales of assets
- $3,744,615
- Other income
- $1,274
Expenses
- Grants and similar amounts paid
- $4,382,261
- Compensation of officers, directors and key employees
- $239,876
- Salaries, compensation and benefits (total)
- $107,513
- Disbursements for charitable purposes
- $4,924,245
- Excise tax on investment income
- $73,351
Balance sheet and other
- Total assets, start of year
- $103,863,213
- Total assets, end of year
- $97,271,426
- Total liabilities, end of year
- $836
- Net assets, end of year
- $97,270,590
- Fair market value of assets
- $97,271,426
- Qualifying distributions
- $4,924,245
- Net investment income
- $5,547,813
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA E LUMMUS 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | EXECUTIVE DIRECTOR | 40 | $223,876 | $29,949 |
| PROGRAM DIRECTOR 191 PEACHTREE STREET NE STE 4000, ATLANTA, GA 30303 | PROGRAM DIRECTOR Highest-paid employee | 40 | $107,231 | $36,265 |
| STEPHEN S LANIER 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE & CHAIR | 1 | $2,000 | $0 |
| V WHITSON LANIER JR 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE & TREASURER | 1 | $2,000 | $0 |
| LIZA LANIER JANCIK 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| P ALEX LIVINGSTON III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| CLAUDIA M LIVINGSTON 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| THOMAS C CHUBB III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| MARK B RILEY 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| E JENNER WOOD III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA E LUMMUS 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | EXECUTIVE DIRECTOR | 40 | $206,562 | $23,562 |
| PROGRAM DIRECTOR 191 PEACHTREE STREET NE STE 4000, ATLANTA, GA 30303 | PROGRAM DIRECTOR Highest-paid employee | 40 | $69,192 | $0 |
| STEPHEN S LANIER 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE & CHAIR | 1 | $2,000 | $0 |
| V WHITSON LANIER JR 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE & TREASURER | 1 | $2,000 | $0 |
| LIZA LANIER JANCIK 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| P ALEX LIVINGSTON III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| CLAUDIA M LIVINGSTON 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| THOMAS C CHUBB III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| MARK B RILEY 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
| E JENNER WOOD III 950 LOWREY BLVD STE 25, ATLANTA, GA 30318 | TRUSTEE | 1 | $2,000 | $0 |
Address and contacts
- Address (IRS master file)
- 191 PEACHTREE STREET NE, ATLANTA, GA 30303-1740
- In care of
- % SUNTRUST BANK
- Signed the 990-PF
- PATRICIA E LUMMUS, EXECUTIVE DIRECTOR
- Phone
- (404) 564-1259
- Return prepared by
- MSTILLER LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6045056
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $97,271,426
- Income (IRS master file)
- $21,848,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,692,748 | $5,211,091 | $97,271,426 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,381,171 | $5,764,990 | $103,863,213 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6045056).
Questions about SARTAIN LANIER FAMILY FOUNDATION INC
- What is the EIN of SARTAIN LANIER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of SARTAIN LANIER FAMILY FOUNDATION INC is 58-6045056.
- Is SARTAIN LANIER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to SARTAIN LANIER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SARTAIN LANIER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARTAIN LANIER FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARTAIN LANIER FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SARTAIN LANIER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 10 received compensation from the organization, the highest $223,876 (PATRICIA E LUMMUS, EXECUTIVE DIRECTOR).
- How much revenue does SARTAIN LANIER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,692,748, expenses of $5,211,091 and total assets of $97,271,426 at year end.
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