2024-05-13T09:16:13-05:00 2023-12-31 990PF 2023-01-01 586004644 Lettie Pate Evans Foundation Inc LETT 4045226755 191 Peachtree Street NE 3540 Atlanta GA 303031799 P Russell Hardin President 4045226755 2024-05-13 P Russell Hardin 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 534517325 X X 550723 550723 15077425 15077425 45000 45000 42750 14839984 43878132 14839984 30513132 30513132 113051 33474 79577 64115 3296 60819 42293 4770 37523 5115 409 4706 140864 139051 1813 429232 0 0 373 30 16440 1315 15125 4712 2083 2630 89 7 82 15102 3165 11937 831386 187600 214212 29900061 29900061 30731447 187600 30114273 -218315 30325532 5660 5400 5400 9982591 9538650 9538650 61589961 77789194 523531675 139848 139848 139848 1366667 17891 16901 1363 990 990 38186 44030 73943 71757609 87518112 534517325 124 167 124 167 X 0 0 0 0 71757485 87517945 71757485 87517945 71757609 87518112 71757485 -218315 15978775 87517945 0 87517945 PUBLICLY TRADED SECURITIES 43878132 29038148 14839984 14839984 14839984 421525 0 421525 0 421525 427627 0 0 0 427627 X 0 6102 6102 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 www.lpevans.org Erik S Johnson Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 303032951 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James B Williams 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair Emeritus 1.00 6250 235 0 E Jenner Wood III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair 2.00 6250 235 0 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Vice Chair 2.00 8750 235 0 David P Stockert 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 6250 235 0 Lyons Gray 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 6250 235 0 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President 3.00 38063 5757 145 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 Vice President & Secretary 3.00 21973 5102 99 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 3.00 19265 5775 98 NONE 0 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 51515 0 0 519598486 10266762 1433956 531299204 8355047 0 531299204 7969488 523329716 26166486 26166486 421525 421525 25744961 0 25744961 0 25744961 30114273 0 30114273 25744961 26588786 0 0 30114273 26588786 0 0 3525487 0 0 0 0 0 0 0 0 22219474 0 0 0 P Russell Hardin President 191 Peachtree St NE Suite 3540 Atlanta GA 30303 4045226755 Application form not required. Proposals should be submitted via the Foundation's online application portal on its website. Before submitting a formal grant request, prospective grantees are encouraged to submit an informal inquiry to fdns@woodruff.org. The grant requests should be made in letter form and include the following information: - A description of the organization, its purposes, programs, staffing and governing board - The organization's latest financial statements including the most recent audit report - A description of the proposed project and full justification for its funding - An itemized project budget including other sources of support in hand or anticipated - Evidence from the IRS of the organization's tax-exempt status and that the applying organization itself is not a private foundation. Grant applications are considered in April and Nov. for requests received by Feb. 1 and Aug. 15th. The Foundation makes grants to public charities located in Georgia and Virginia, with a particular focus on private secondary and higher education, arts and culture, and museums and historic preservation. Grants in Georgia are typically reserved for organizations operating in metropolitan Atlanta; grants in Virginia are typically reserved only for those organizations that Mrs. Lettie Pate Evans supported during her life. Traditionally, preference has been given to one-time capital projects and to other extraordinary needs of well-established organizations with a broad base of community support and proven ability to meet an annual operating budget. Grants for regular operating expenses are avoided. No grants are made to individuals. Actor's Express 887 West Marietta Street SW Suite J-107 Atlanta GA 30318 PC Acquisition of theater equipment as part of $600,000 campaign. 150000 Agnes Scott College 141 East College Avenue Decatur GA 30030 PC $31.8 million campaign to renovate Main Hall. 3500000 Atlanta Fulton County Zoo 800 Cherokee Avenue SE Atlanta GA 30315 PC $22 million campaign to construct the Animal Health Center. 8000025 Brewton-Parker College 201 David-Eliza Fountain Circle Mount Vernon GA 30445 PC $2.3 million campaign to construct a nursing building. 150000 Children's Healthcare of Atlanta 1575 Northeast Expressway NE Atlanta GA 30329 PC Pediatric medical residency program conducted by Children's in partnership with the Emory University School of Medicine. 8000036 Historic Rural Churches of Georgia 1185 Springdale Road NE Atlanta GA 30306 PC Development of the digital Historic Rural Church Archive at Emory University's Pitts Theology Library. 150000 Holy Innocents' Episcopal School 805 Mt Vernon Highway NW Atlanta GA 30327 PC $32.5 million campaign to construct new Upper School and Lower School buildings. 1000000 Moving in the Spirit PO Box 170230 Atlanta GA 30317 PC $1.6 million campaign to equip theater and teaching studios for youth development dance program. 300000 Pace Academy 966 West Paces Ferry Road NW Atlanta GA 30327 PC $33.1 million campaign to construct a new Lower School. 1000000 Robert W Woodruff Arts Center 1280 Peachtree Street NE Atlanta GA 30309 PC Continuation of Family Fun program on the Woodruff Arts Center campus. 1400000 Telfair Museum of Art PO Box 10081 Savannah GA 31412 PC Construction of the Telfair Children's Art Museum. 200000 The Atlanta Opera 1575 Northside Drive NW Suite 350 Atlanta GA 30318 PC Purchase of equipment as part of $45 million comprehensive campaign. 1300000 The Paideia School 1509 Ponce de Leon Avenue NE Atlanta GA 30307 PC Construction of junior high building as part of $25 million campaign. 1000000 Trinity School 4301 Northside Parkway NW Atlanta GA 30327 PC Support of facility improvements as part of $14.5 million campaign. 500000 Valdosta State University Foundation 1500 N Patterson Street Valdosta GA 31698 PC $18.7 million campaign to construct the Valdosta State University Performing Arts Center. 1000000 Wesleyan College 4760 Forsyth Road Macon GA 31210 PC Capital projects as part of $25 million campaign to improve facilities and student programs. 1750000 Young Harris College PO Box 275 Young Harris GA 30582 PC Development of work-study program to improve student success and job readiness. 500000 29900061 Atlanta Botanical Garden 1345 Piedmont Avenue NE Atlanta GA 30309 PC $150 million campaign to expand the Garden by eight acres and construct a new entrance on the Atlanta BeltLine. 40000000 Bruton Parish Church 331 W Duke of Gloucester St Williamsburg VA 23187 PC Replacement of HVAC system. 500000 Children's Healthcare of Atlanta 1575 Northeast Expressway NE Atlanta GA 30329 PC Pediatric medical residency program conducted by Children's in partnership with the Emory University School of Medicine. 8600000 Gracepoint School 570 Piedmont Road Marietta GA 30066 PC $6.8 million campaign to acquire and renovate a new building for school serving children with dyslexia. 500000 Museum of Contemporary Art of Georgia 75 Bennett Street Suite M-1 Atlanta GA 30309 PC $14.5 million campaign to establish a permanent facility at the Goat Farm Arts Center. 2000000 Trust for Public Land 600 W Peachtree St NW Suite 1840 Atlanta GA 30308 PC $11.4 million campaign to restore the Prince Hall Masonic Lodge for the Martin Luther King, Jr. National Historic Park. 2000000 Wesleyan School 5405 Spalding Drive Peachtree Corners GA 30092 PC Construction of the Young STEM Building as part of $59.9 million comprehensive campaign. 1500000 55100000 14 550723 14 15077425 16 42750 18 14839984 0 30510882 0 30510882 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 5115 409 4706 AV EQUIPMENT 2011-07-01 733 733 SL 5.000000000000 0 0 FURNITURE & EQUIPMENT 2011-07-01 11559 11559 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2011-07-01 5599 4236 SL 15.000000000000 373 0 ACADIA HEALTHCARE 72957 149066 ADOBE INC 171453 218356 ADVANCED MICRO DEVICES INC 75222 128984 AFFIRM HOLDINGS INC CL A 23416 55921 AGREE REALTY CORP REIT 142292 131628 ALLIENT INC 13 15 ALPHABET INC CL A 306549 1021832 AMAZON.COM INC 266340 1047778 AMPHENOL CORP 218862 276969 APPLE INC 304769 967271 APTARGROUP INC 67651 96547 ARTISAN INTL VALUE FUND-INS 2377696 2609404 ASML HOLDING NV SPONS ADR 124844 224805 ATKORE INC 157735 208640 ATLANTIC UNION BANKSHARES CORP 152693 142104 ATLASSIAN CORPORATION CL A 223202 270923 AURORA INNOVATION INC CL A 21515 34720 AZENTA INC 181616 191316 BECTON DICKINSON & CO 176215 187505 BIO RAD LABORATORIES CL A 154104 150144 BJ'S WHOLESALE CLUB HOLDINGS 100732 255308 BOOKING HOLDINGS INC 137760 251853 BOOZ ALLEN HAMILTON HOLDING CL A 90913 249680 BRIGHT HORIZONS FAMILY SOLUTIONS 185704 164166 BURLINGTON STORES INC 111039 155390 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SURGUTNEFTEGAZ PJSC SPONS PFD ADR 1272 0 TANDEM DIABETES CARE INC 118045 129058 TATNEFT PAO SPONS ADR 760 0 TEXAS ROADHOUSE INC CL A 134140 257172 THE CIGNA GROUP 306185 445282 T-MOBILE US INC 283147 321301 TORO CO 107060 163567 TRADEWEB MARKETS INC CL A 78983 101331 UNITEDHEALTH GROUP INC 430416 648611 VAIL RESORTS INC 100233 103106 VANGUARD INST INDEX-INST 3603526 4093867 VANGUARD INTL GROWTH-ADM 1033430 808518 VANGUARD S&P 500 ETF 28488701 32755632 VANGUARD S/C VAL INDX-ADM 3092413 4225651 VANGUARD SMALL CAP GROWTH ETF 3621218 3872188 VANGUARD TOTAL BOND MARKET 2245068 2171858 VANGUARD VALUE ETF 6440000 8070907 VERICEL CORP 96609 92586 VERTEX PHARMACEUTICALS INC 54186 83412 VISA INC CL A 206233 416300 VOYA FINANCIAL INC 199933 251566 WAYMO LLC CONV PFD SER A2 UNITS PP 9789 6504 WINTRUST FINANCIAL CORP 137062 170475 ZEBRA TECHNOLOGIES CORP 97792 147324 AV EQUIPMENT 733 733 0 FURNITURE & EQUIPMENT 11559 11559 0 LEASEHOLD IMPROVEMENTS 5599 4609 990 457(b) PLAN 36232 41699 71612 BENEFIT PLANS 1954 2331 2331 COMPUTER 5612 449 5163 OFFICE INSURANCE 2244 180 2064 SUPPLIES 249 20 229 ORGANIZATION DUES 2755 105 2650 POSTAGE 116 9 107 REPAIRS & MAINTENANCE 698 56 642 FURNITURE & EQUIPMENT 385 31 354 TELEPHONE 419 34 385 MISCELLANEOUS 374 31 343 COMMISSION 2250 2250 0 Gain on stock grant 15978775 457(b) PLAN 104 104 BENEFIT PLANS 20 63 INVESTMENT FEES 135893 135893 0 BENEFIT CONSULTANTS 1971 158 1813 OTHER CONSULTANTS 3000 3000 0 As of December 31, 2023, the Foundation owned 7,272,778 shares of The Coca-Cola Company common stock. These represent approximately 0.17% of the total 4.3 billion shares outstanding. The fair value computed on the per-share price is not necessarily what the Foundation would receive if a significant portion of the stock were sold because of the Foundation's large holding of the stock. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 1.89%. The average monthly fair value of the shares based on the per-share price was $442,065,980 and the blockage discount was $8,355,047.$442,065,980 @ 1.89% = $8,355,047 EXCISE TAX 429232 0 0