2024-05-13T13:30:37-05:00 2023-12-31 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990PF 2023-01-01 581991612 MILDRED MILLER FORT FOUNDATION INC MILD 7063416662 PO BOX 2665 COLUMBUS GA 319022665 ALAN ROTHSCHILD PRESIDENT 7063416662 2024-05-07 1 ALAN ROTHSCHILD 999009999 1 JACK J PEASE IV CPA P00715329 7063245435 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 40630993 X X 138343 138343 925905 925905 2094255 5453190 2094255 3158503 3158503 0 0 0 38000 9500 28500 9140 2285 6855 50460 1793 5377 1005 0 19240 4810 14430 4124 1031 3093 140270 35068 105201 262239 54487 163456 4548698 3298698 4810937 54487 3462154 -1652434 3104016 32441 26745 26745 2390671 1946966 1952349 14591965 13264654 25547223 1593718 1810184 1787887 5765153 5872804 11292955 42687 18853 24839 23834 23834 24398787 22945187 40630993 2240 2133 1165000 1405000 19485 4490 1186725 1411623 X 0 0 0 0 23212062 21533564 23212062 21533564 24398787 22945187 23212062 -1652434 0 21559628 26064 21533564 MS-117588-SHORT TERM COVERED P 2023-12-31 194137 207767 -13630 -13630 MS-117588-LONG TERM COVERED P 2023-12-31 1469174 1134803 334371 334371 MS-117588-LONG TERM NONCOVERED P 2023-12-31 375442 126834 248608 248608 MS-113642-LONG TERM COVERED P 2023-12-31 321228 149039 172189 172189 MS-113642-LONG TERM NONCOVERED P 2023-12-31 896298 296529 599769 599769 MS-110633-LONG TERM COVERED P 2023-12-31 2132180 1421496 710684 710684 MS-110633-LONG TERM NONCOVERED P 2023-12-31 8292 3419 4873 4873 MS-108114-LONG TERM NONCOVERED P 2023-12-31 56439 19048 37391 37391 P 0 0 2094255 43146 0 43146 0 43146 38800 0 0 0 38800 X 144 4490 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 N/A ALAN F ROTHSCHILD JR 7063416662 PO BOX 2665 COLUMBUS GA 319022665 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN F ROTHSCHILD JR PO BOX 1199 COLUMBUS GA 319021199 TRUSTEE/PRESIDENT AS REQUI 4.00 0 0 0 WARNER NEAL 1727 WARM SPRINGS ROAD COLUMBUS GA 31904 TRUSTEE/VICE PRESIDENT AS 1.00 0 0 0 WILLIAM C WOOLFOLK III 6930 HILLTOP COURT COLUMBUS GA 31904 TRUSTEE/TREASURER AS REQUI 1.00 0 0 0 SALLY B HATCHER 2208 COUNTRY CLUB ROAD COLUMBUS GA 319061069 TRUSTEE/SECRETARY AS REQUI 1.00 0 0 0 TRACEY E D SPENCER 1919 GARRARD STREET LOT 7 COLUMBUS GA 31906 TRUSTEE AS REQUIRED 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 41439440 28099 23834 41491373 0 0 41491373 622371 40869002 2043450 2043450 43146 43146 2000304 0 2000304 0 2000304 3462154 0 3462154 2000304 0 0 3151002 1264344 978638 2000894 1897653 9292531 3462154 0 0 0 2000304 1461850 0 0 10754381 0 0 0 0 0 0 3151002 7603379 1264344 978638 2000894 1897653 1461850 ALAN F ROTHSCHILD JR PO BOX 2665 COLUMBUS GA 31902 7063416662 ON REQUEST NONE UNSOLICITED GRANTS ARE RESTRICTED TO THE COLUMBUS, GEORGIA REGION. COLUMBUS HOSPICE 7020 MOON RD COLUMBUS GA 31909 N/A PC IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. 69090 COLUMBUS SYMPHONY ORCHESTRA 900 BROADWAY COLUMBUS GA 31901 N/A PC ARTS AND HUMANITIES. 15000 UNITED WAY OF THE CHATTAHOOCHEE VALLEY 1100 5TH AVENUE COLUMBUS GA 31901 N/A PC IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. 375000 OPEN DOOR COMMUNITY HOME 2405 2ND AVENUE COLUMBUS GA 31901 N/A PC IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. 250000 GIRL SCOUTS OF HISTORIC GEORGIA 1807 17TH ST COLUMBUS GA 31901 N/A PC ARTS, HUMANITIES, WORLD CULTURE, AND EDUCATION. 75000 COLUMBUS TECHNICAL COLLEGE 928 MANCHESTER EXPY COLUMBUS GA 31904 N/A PC ARTS, HUMANITIES, WORLD CULTURE, AND EDUCATION. 250000 COLUMBUS STATE UNIVERSITY 4225 UNIVERSITY AVENUE COLUMBUS GA 31907 N/A PC ARTS, HUMANITIES, WORLD CULTURE, AND EDUCATION. 275000 STEEPLECHASE 1747 WARM SPRINGS RD COLUMBUS GA 31904 N/A PC ARTS, HUMANITIES, WORLD CULTURE, AND EDUCATION. 200000 HISTORIC COLUMBUS FOUNDATION 1440 2ND AVENUE COLUMBUS GA 31901 N/A PC HISTORIC PRESERVATION AND COMMUNITY AWARENESS. 750000 SPRINGER OPERA HOUSE 103 E 10ST STREET COLUMBUS GA 31901 N/A PC ARTS AND HUMANITIES. 1000000 THE FAMILY CENTER 1350 15TH AVENUE COLUMBUS GA 31901 N/A PC IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. 16608 CHATTAHOOCHEE RIVERKEEPER 6020 RIVER VIEW ROAD SMYRNA GA 30126 N/A PC ENVIRONMENTAL PROTECTION, EDUCATION, AND ENRICHMENT. 23000 3298698 OPEN DOOR COMMUNITY HOME 2405 2ND AVENUE COLUMBUS GA 31901 N/A PC IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. 250000 NATIONAL INFANTRY MUSEUM 1775 LEGACY WAY 235 COLUMBUS GA 31903 N/A PC ARTS, HUMANITIES, WORLD CULTURE, AND EDUCATION. 1000000 1250000 14 138343 14 925905 18 2094255 0 3158503 0 3158503 3 N/A 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9140 2285 6855 OFFICE RENOVATION 2008-09-15 39202 14363 SL 39.000000000000 1005 0 FURNITURE & FIXTURES 2008-09-05 3485 3485 200DB 7.000000000000 0 0 FORM 990-PF, PART VII-A LINE 12 THE FOUNDATION HAS A DONOR ADVISED FUND AT THE COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY, OF WHICH FORT FOUNDATION TRUSTEES ACTS AS DONOR ADVISORS. WHILE THE COMMUNITY FOUNDATION HAS FULL ADMINISTRATIVE CONTROL OVER THE FUNDS, THE TRUSTEES CAN MAKE ADVISORY RECOMMENDATIONS FOR DISTRIBUTIONS FROM THE FUND. USE OF THE FUNDS ALLOWS THE FOUNDATION TO REACT MORE QUICKLY AND EFFICIENTLY TO PRESSING COMMUNITY NEEDS WITHOUT THE TIME CONSTRAINTS CREATED BY THE FORMAL GRANT PROCESS.CONTRIBUTIONS TO THE FUND ARE TREATED AS QUALIFIED DISTRIBUTIONS AS ANY GRANTS RESULTING FROM AN ADVISOR'S RECOMMENDATION MUST ALIGN WITH THE FORT FOUNDATION'S CHARITABLE MISSION INCLUDING SUPPORTING COMMUNITY PROGRAMS AND PROJECTS THAT WILL HAVE A POSITIVE IMPACT ON THE CITIZENS OF METROPOLITAN COLUMBUS, GEORGIA IN THE BROAD AREAS OF: ARTS AND HUMANITIES, EDUCATION, ENVIRONMENTAL PROTECTION AND COMMUNITY BEAUTIFICATION, HEALTH CARE AND THE IMPROVEMENT OF THE LIVES OF THE UNDERSERVED. CORPORATE BONDS 1810184 1787887 COMMON STOCKS 13264654 25547223 CLOSED END FUNDS AT COST 5222202 10626746 GOVERNMENT SECURITIES AT COST 650602 666209 OFFICE RENOVATION 39202 15368 23834 FURNITURE & FIXTURES 3485 3485 0 BASIS ADJUSTMENT 26064 DUES & SUBSCRIPTIONS 7484 1871 5613 INVESTMENT ADVISORY FEES 125656 31414 94242 TELEPHONE 1653 413 1240 INSURANCE 3083 771 2312 POSTAGE 55 14 41 POST OFFICE BOX 332 83 249 RESOURCE MATERIALS 39 10 29 MISCELLANEOUS 1173 293 879 SUPPLIES 795 199 596 ACCRUED TAXES 19485 4490 FOREIGN TAXES 6731 1683 5048 EXCISE TAXES 43290 0 0 PAYROLL TAXES 439 110 329