GOIZUETA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOIZUETA FOUNDATION INC (EIN 46-3022974)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-09
- IRS object ID
- 202432539349100533
- Schema version
- 2023v5.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T14:06:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463022974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOIZUETA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOIZ | BusinessNameControlTxt |
| Phone | 4042390390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303273057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLGA GOIZUETA RAWLS | PersonNm |
| Person Title | CHAIR AND CEO | PersonTitleTxt |
| Phone | 4042390390 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2024-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $731,555,486 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $408,059 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,459,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,482,166 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $261,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,031,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,129,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,826,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $524,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $134,119 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $389,908 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $462,861 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $462,861 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $304,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,189 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $271,830 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,105 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,424 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,424 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $496,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $432,757 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,518 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $354,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,617 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55,982 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $317,128 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $31,713 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $285,415 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $54,412 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $54,412 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $219,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,522 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,823,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $733,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,823,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,722,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,722,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,545,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $733,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,545,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,416,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,093,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $714,819 | CashBOYAmt |
| Cash EOY | $975,404 | CashEOYAmt |
| Cash EOYFMV | $975,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $265,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,310,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,310,173 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,331,760 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,353,839 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,041,840 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $379,327,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $351,422,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $658,141,173 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,674,564 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,933,268 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,363,580 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $4,651,796 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $8,677,591 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $8,381,980 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $25,049,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,925,983 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,327,091 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,014,245 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,014,245 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,014,245 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $437,029,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $423,613,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $731,555,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $425,806,310 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $412,082,875 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,223,181 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,530,210 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $437,029,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $423,613,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $437,029,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $423,613,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $437,029,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,416,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $423,613,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $423,613,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESTMENT PORTFOLIO | P | $57,022,298 | $56,687,291 | $335,007 | $335,007 |
| CAPITAL GAINS DISTRIBUTIONS | P | $9,272 | $9,272 | $9,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $307,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $307,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $307,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $217,774 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $260,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $477,774 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $186 | EsPenaltyAmt |
| Overpayment | $170,494 | OverpaymentAmt |
| Applied To ES Tax | $170,494 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GOIZUETAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DEANA UTBERG | IndividualWithBooksNm |
| Phone | 4042390390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PKWY SUITE 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERTO S GOIZUETA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| OLGA GOIZUETA RAWLS | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | CHAIRMAN AND CEO | 40.00 | $51,109 | $25,724 | $0 |
| JAVIER C GOIZUETA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| JULIANNA CAGLE | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | PRESIDENT | 40.00 | $257,083 | $64,879 | $0 |
| DEANA UTBERG | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | TREASURER/SECRETARY | 40.00 | $215,835 | $50,026 | $0 |
| AMELIA R MEDINA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| CAROLINE R STRUMPH | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| CRISTINA G GOIZUETA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| THOMPSON C RAWLS | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| JAVIER C GOIZUETA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| ROBERTO C GOIZUETA | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HANNAH JONES | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | VP OF PROGRAMS | 40.00 | $160,000 | $44,050 | $0 |
| MARY JEANE THORNE | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | DIRECTOR OF GRANTS M | 40.00 | $131,280 | $50,899 | $0 |
| AMY MCCRORY | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | SENIOR PROGRAM OFFIC | 40.00 | $106,773 | $39,613 | $0 |
| MEREDITH COPLEY | ||||||||
| 4401 NORTHSIDE PARKWAY SUITE 400 | ATLANTA | GA | 30327 | PROGRAM OFFICER | 40.00 | $61,669 | $48,994 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | |||||
| 3282 NORTHSIDE PARKWAY | ATLANTA | GA | 30327 | INVESTMENT MANAGEMENT | $432,757 |
| DELOITTE & TOUCHE | |||||
| 191 PEACHTREE ST NE SUITE 1500 | ATLANTA | GA | 30303 | AUDIT & TAX | $86,848 |
| GRANT PHILANTHROPIC ADVISORS | |||||
| PO BOX 20122 | CHARLESTON | SC | 29413 | STRATEGIC PLAN CONSULTATION | $62,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $741,585,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $812,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $742,397,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $742,397,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,135,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $731,261,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,563,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,563,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $307,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $307,094 | TotalTaxAmt |
| Distributable Before Adj | $36,255,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,255,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,255,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,545,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,545,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,255,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $422,176 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $422,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,545,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,545,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $422,176 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $422,176 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $288,652 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE GOIZUETA FOUNDATION INC ATTENTI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PKWY STE 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4042390390 | RecipientPhoneNum |
| Form And Info And Materials | THOSE INTERESTED IN REQUESTING SUPPORT SHOULD FIRST VISIT THE GOIZUETA FOUNDATION'S WEBSITE AT WWW.GOIZUETAFOUNDATION.ORG AND FOLLOW THE DIRECTIONS UNDER "APPLY FOR FUNDING/ONLINE APPLICATION". | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES - APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE OUR WEBSITE TO REVIEW OUR STRATEGIC PRIORITIES, AS WELL AS ELIGIBILITY REQUIREMENTS AND TYPES OF FUNDING. IF YOU BELIEVE YOUR ORGANIZATION FITS WITHIN OUR FUNDING PRIORITIES, PLEASE CALL BEFORE SUBMITTING A FORMAL REQUEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY CENTER INC | ||||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | NONE | PC | MATCHING | $10,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | DISCRETIONARY | $50,000 | |
| ATLANTA HISTORICAL SOCIETY INC | ||||||||
| 130 WEST PACES FERRY RD NW | ATLANTA | GA | 30305 | NONE | PC | DISCRETIONARY | $100,000 | |
| ATLANTA HISTORICAL SOCIETY INC | ||||||||
| 130 WEST PACES FERRY RD NW | ATLANTA | GA | 30305 | NONE | PC | PROGRAM | $2,500,000 | |
| ATLANTA POLICE FOUNDATION INC | ||||||||
| 191 PEACHTREE STREET SUITE 191 | ATLANTA | GA | 30303 | NONE | PC | DISCRETIONARY | $100,000 | |
| ATLANTA RONALD MCDONALD HOUSE CHARITIES INC | ||||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | NONE | PC | DISCRETIONARY | $100,000 | |
| ATLANTA RONALD MCDONALD HOUSE CHARITIES INC | ||||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | NONE | PC | MATCHING | $6,300 | |
| ATLANTA RONALD MCDONALD HOUSE CHARITIES INC | ||||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | NONE | PC | PROGRAM | $600,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $25,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $100,000 | |
| AUBURN UNIVERSITY FOUNDATION | ||||||||
| 317 SOUTH COLLEGE STREET | AUBURN | AL | 36849 | NONE | PC | DISCRETIONARY | $100,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNADALEONHUDSON | NY | 12504 | NONE | PC | DISCRETIONARY | $100,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNADALEONHUDSON | NY | 12504 | NONE | PC | DISCRETIONARY | $100,000 | |
| BELEN JESUIT PREPARATORY SCHOOL INC | ||||||||
| 500 SW 127TH AVE | MIAMI | FL | 33184 | NONE | PC | PROGRAM | $1,250,000 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| CADIGAN ALUMNI CENTER | CHESTNUT HILL | MA | 02467 | NONE | PC | DISCRETIONARY | $50,000 | |
| BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NONE | PC | DISCRETIONARY | $25,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA | ||||||||
| 2401 LAKE PARK DR | SMYRNA | GA | 30080 | NONE | PC | PROGRAM | $700,000 | |
| CATHOLIC SCHOOLS FOUNDATION | ||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | DISCRETIONARY | $25,000 | |
| CATHOLIC SCHOOLS FOUNDATION | ||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | DISCRETIONARY | $100,000 | |
| CHILDRENS DEVELOPMENT ACADEMY | ||||||||
| 89 GROVE WAY | ROSWELL | GA | 30075 | NONE | PC | PROGRAM | $250,000 | |
| CHILDRENS HOSPITAL CORPORATION | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PC | DISCRETIONARY | $25,000 | |
| CHILDRENS HOSPITAL CORPORATION | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PC | DISCRETIONARY | $50,000 | |
| CHRIS 180 | ||||||||
| 1030 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | NONE | PC | PROGRAM | $500,000 | |
| CHURCHES FOR THE SAKE OF OTHERS | ||||||||
| 4001 W DON TYSON PARKWAY | SPRINGDALE | AR | 72762 | NONE | PC | MATCHING | $2,000 | |
| CLASSIC CITY COMMUNITY CHURCH | ||||||||
| 386 N MILLEDGE AVE | ATHENS | GA | 30601 | NONE | PC | MATCHING | $1,000 | |
| COUNSELING IN SCHOOLS | ||||||||
| 505 8TH AVE 12A | NEW YORK | NY | 10018 | NONE | PC | MATCHING | $5,000 | |
| EMERGENT WORKS INC | ||||||||
| 424 W 54TH ST | NEW YORK | NY | 10019 | NONE | PC | MATCHING | $7,500 | |
| EMORY UNIVERSITY | ||||||||
| 1300 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | SPONSORSHIPS | $100,000 | |
| EMORY UNIVERSITY - GOIZUETA BUSINESS SCHO | ||||||||
| 1300 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | PROGRAM | $570,000 | |
| EMORY UNIVERSITY - GOIZUETA BUSINESS SCHO | ||||||||
| 1300 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | ENDOWMENT | $5,430,000 | |
| EMORY UNIVERSITY- GIN | ||||||||
| 1300 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | PROGRAM | $4,000,000 | |
| FAMILIES FIRST INC | ||||||||
| 80 JOSEPH E LOWRY BLVD NW | ATLANTA | GA | 30314 | NONE | PC | MATCHING | $1,000 | |
| FBIAA MEMORIAL COLLEGE FUND | ||||||||
| PO BOX 320215 | ALEXANDRIA | VA | 22320 | NONE | PC | DISCRETIONARY | $25,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | DISCRETIONARY | $25,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | MATCHING | $7,500 | |
| GEORGIA ASYLUM & IMMIGRATION NETWORK INC | ||||||||
| 229 PEACHTREE STREET NE | ATLANTA | GA | 30303 | NONE | PC | DISCRETIONARY | $25,000 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 3963 | ATLANTA | GA | 30302 | NONE | PC | PROGRAM | $700,000 | |
| GEORGIA WORKS | ||||||||
| 275 PRYOR ST SW | ATLANTA | GA | 30303 | NONE | PC | PROGRAM | $50,000 | |
| GIVEDIRECTLY | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | MATCHING | $5,000 | |
| GIVING KITCHEN INITIATIVE INC | ||||||||
| 970 JEFFERSON ST NW SUITE 8 | ATLANTA | GA | 30318 | NONE | PC | DISCRETIONARY | $100,000 | |
| GIVINGDATA LLC | ||||||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | NONE | PC | SPONSORSHIPS | $5,000 | |
| HANDS ON ATLANTA INC | ||||||||
| 600 MEANS STREET NW SUITE 100 | ATLANTA | GA | 30318 | NONE | PC | MATCHING | $1,030 | |
| HISPANIC SOCIETY OF AMERICA | ||||||||
| 613 W 155TH ST | NEW YORK | NY | 10032 | NONE | PC | MATCHING | $24,554 | |
| HOLY SPIRIT CATHOLIC CHURCH | ||||||||
| 4465 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $25,000 | |
| HOLY SPIRIT CATHOLIC CHURCH | ||||||||
| 4465 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $25,000 | |
| HOLY SPIRIT CATHOLIC CHURCH | ||||||||
| 4465 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | NONE | PC | MATCHING | $5,000 | |
| HOLY SPIRIT CATHOLIC CHURCH | ||||||||
| 4465 NORTHSIDE DRIVE NW | ATLANTA | GA | 30327 | NONE | PC | MATCHING | $6,000 | |
| HOLY SPIRIT PREPARATORY SCHOOL | ||||||||
| 4449 NORTHSIDE DRIVE NE | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $100,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 2305 PARKLAKE DR NE | ATLANTA | GA | 30345 | NONE | PC | PROGRAM | $500,000 | |
| INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC | ||||||||
| 40 BURTON HILLS BOULEVARD SUITE 170 | NASHVILLE | TN | 37215 | NONE | PC | GOIZUETA LEGACY SCHOLARSHIPS | $314,730 | |
| KAIROS CHURCH | ||||||||
| 5855 RIVERSIDE DRIVE | ATLANTA | GA | 30327 | NONE | PC | MATCHING | $12,500 | |
| KATES CLUB | ||||||||
| 1190 W DRUID HILLS DR NE SUITE T-80 | ATLANTA | GA | 30329 | NONE | PC | DISCRETIONARY | $50,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD NE | ATLANTA | GA | 30305 | NONE | PC | MATCHING | $1,500 | |
| LITTLE WARRIOR FOUNDATION | ||||||||
| PO BOX 2124 | BROOKFIELD | WI | 53008 | NONE | PC | MATCHING | $1,000 | |
| LOS NINOS PRIMERO INC | ||||||||
| 471 MOUNT VERNON HIGHWAY NE | SANDY SPRINGS | GA | 30328 | NONE | PC | PROGRAM | $250,000 | |
| LUTZIE 43 FOUNDATION | ||||||||
| 2840 LANDING WAY | MARIETTA | GA | 30066 | NONE | PC | DISCRETIONARY | $75,000 | |
| MAGDALEN HOUSE | ||||||||
| 4513 GASTON AVENUE | DALLAS | TX | 75246 | NONE | PC | MEMORIAL | $500 | |
| MASSACHUSETTS FOUNDATION FOR HUMANITIES AND PUBLIC POLICY | ||||||||
| 66 BRIDGE STREET | NORTHHAMPTON | MA | 01060 | NONE | PC | DISCRETIONARY | $75,000 | |
| MEAD SCHOOL | ||||||||
| 1095 RIVERBANK ROAD | STAMFORD | CT | 06903 | NONE | PC | DISCRETIONARY | $25,000 | |
| MERIDIAN EDUCATIONAL RESOURCE GROUP INC | ||||||||
| 1353 GEORGE W BRUMLEY WAY SE | ATLANTA | GA | 30317 | NONE | PC | PROGRAM | $300,000 | |
| MONASTERY OF THE HOLY SPIRIT | ||||||||
| 2625 HIGHWAY 212 SW | CONYERS | GA | 30094 | NONE | PC | DISCRETIONARY | $50,000 | |
| MORRIS BRANDON ELEMENTARY SCHOOL FOUNDATION | ||||||||
| 2741 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | PC | MATCHING | $1,500 | |
| NEW AMERICAN PATHWAYS | ||||||||
| 2300 HENDERSON MILL RD | ATLANTA | GA | 30345 | NONE | PC | MATCHING | $10,000 | |
| NEXT GENERATION MEN AND WOMEN INC | ||||||||
| 352 UNIVERSITY AVE SW UNIT W105 | ATLANTA | GA | 30310 | NONE | PC | PROGRAM | $725,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM | $300,000 | |
| PEACE PREPARATORY ACADEMY | ||||||||
| 881 NORTH AVENUE | ATLANTA | GA | 30318 | NONE | PC | PROGRAM | $100,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | DISCRETIONARY | $75,000 | |
| POWERUP SCHOLARSHIP FUND | ||||||||
| 608 WARWICK ST SE | ATLANTA | GA | 30316 | NONE | PC | DISCRETIONARY | $250,000 | |
| PREMIER ACADEMY INC | ||||||||
| 399 MACEDONIA ROAD | ATLANTA | GA | 30354 | NONE | PC | PROGRAM | $200,000 | |
| PRO BONO PARTNERSHIP OF ATLANTA | ||||||||
| 999 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | DISCRETIONARY | $25,000 | |
| PROJECT LEAD THE WAY INC | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46250 | NONE | PC | PROGRAM | $500,000 | DRIVE |
| PUTNAM INDIAN FIELD SCHOOL | ||||||||
| 101 INDIAN FIELD RD | GREENWICH | CT | 06830 | NONE | PC | DISCRETIONARY | $25,000 | |
| REFUGEE WOMENS NETWORK INC | ||||||||
| 500 S COLUMBIA DR | DECATUR | GA | 30030 | NONE | PC | PROGRAM | $450,000 | |
| ROBERT W WOODRUFF ARTS CENTER INC | ||||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | PROGRAM | $5,000,000 | |
| RONALD MCDONALD HOUSE CHARITIES INC | ||||||||
| 110 NORTH CARPENTER STREET | CHICAGO | IL | 60607 | NONE | PC | DISCRETIONARY | $100,000 | |
| ROXBURY LATIN SCHOOL INC | ||||||||
| 101 ST THERESA AVE | WEST ROXBURY | MA | 02132 | NONE | PC | DISCRETIONARY | $125,000 | |
| SAVE THE MUSIC FOUNDATION | ||||||||
| PO BOX 2096 | NEW YORK | NY | 10108 | NONE | PC | PROGRAM | $125,000 | |
| SCOTTDALE CHILD DEVELOPMENT | ||||||||
| 479 WARREN AVE PO BOX 904 | SCOTTDALE | GA | 30079 | NONE | PC | PROGRAM | $200,000 | |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA | ||||||||
| 2050-C CHAMBLEE TUCKER ROAD | ATLANTA | GA | 30341 | NONE | PC | DISCRETIONARY | $100,000 | |
| ST BENEDICTS EPISCOPAL DAY SCHOOL | ||||||||
| 2160 COOPER LAKE RD SE | SMYRNA | GA | 30080 | NONE | PC | MATCHING | $1,000 | |
| ST CHARLES BORROMEO SCHOOL | ||||||||
| 3299 FAIRFAX DRIVE | ARLINGTON | VA | 22201 | NONE | PC | DISCRETIONARY | $25,000 | |
| ST MARTINS EPISCOPAL SCHOOL INC | ||||||||
| 3110-A ASHFORD DUNWWODY RD | ATLANTA | GA | 30319 | NONE | PC | DISCRETIONARY | $50,000 | |
| ST PIUS X CATHOLIC HIGH SCHOOL | ||||||||
| 2674 JOHNSON RD | ATLANTA | GA | 30345 | NONE | PC | DISCRETIONARY | $25,000 | |
| STAR-C CORPORATION | ||||||||
| 1335-D CANTON ROAD | MARIETTA | GA | 30066 | NONE | PC | PROGRAM | $250,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 1360 PEACHTREE ST NE 1100 | ATLANTA | GA | 30309 | NONE | PC | PROGRAM | $500,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 191 PEACHTREE RD NE 1000 | ATLANTA | GA | 30303 | NONE | PC | MATCHING | $1,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 191 PEACHTREE RD NE 1000 | ATLANTA | GA | 30303 | NONE | PC | MATCHING | $1,000 | |
| THE POSSE FOUNDATION INC | ||||||||
| 101 MARIETTA ST NW SUITE 1040 | ATLANTA | GA | 30303 | NONE | PC | PROGRAM | $250,000 | |
| THE SCHOLARSHIP ACADEMY | ||||||||
| 500 BISHOP ST NW B2 | ATLANTA | GA | 30318 | NONE | PC | PROGRAM | $100,000 | |
| THE UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| 1 PRESS PLACE | ATHENS | GA | 30601 | NONE | PC | DISCRETIONARY | $25,000 | |
| TRINITY VINEYARD | ||||||||
| 2270 DEFOOR HILLS ROAD | ATLANTA | GA | 30318 | NONE | PC | MATCHING | $12,000 | |
| WATERSIDE SCHOOL | ||||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | NONE | PC | DISCRETIONARY | $25,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $25,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $50,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $50,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | DISCRETIONARY | $250,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | ENDOWMENT | $1,000,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | PROGRAM | $1,000,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | MATCHING | $2,500 | |
| YOUNG LIFE | ||||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | MATCHING | $1,025 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN ATLANTA INC | ||||||||
| 569 MARTIN LUTHER KING DRIVE NW | ATLANTA | GA | 30314 | NONE | PC | PROGRAM | $1,000,000 | |
| YWCA OF GREATER ATLANTA | ||||||||
| 957 NORTH HIGHLAND AVENUE NE | ATLANTA | GA | 30306 | NONE | PC | PROGRAM | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,722,139 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,459,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $261,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,721,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,721,331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OLGA CASTELEIRO DE GOIZUETA CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303273057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $408,059 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACCOUNTING | CategoryTxt |
| Amt | $86,848 | Amt |
| Net Investment Income | $43,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,424 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS AND BOND FUNDS | BondNm |
| EOY Book Value | $23,933,268 | EOYBookValueAmt |
| EOYFMV | $22,363,580 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - OTHER | $69,007,996 | $86,258,818 |
| CORPORATE STOCK - COCA COLA CO COM | $282,414,586 | $571,882,355 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,353,839 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,041,840 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND ETFS, REAL ESTATE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,925,983 | BookValueAmt |
| EOYFMV | $32,327,091 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - LEGAL | CategoryTxt |
| Legal Fees | $4,105 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,105 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OLYMPIC MEMORABILIA | Desc |
| BOY Book Value | $2,014,245 | BOYBookValueAmt |
| EOY Book Value | $2,014,245 | EOYBookValueAmt |
| EOYFMV | $2,014,245 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXEMPT ORGANIZATION DUES AND MEMBERSHIPS | $67,579 | $0 | $67,579 |
| DUES AND SUBSCRIPTIONS | $34,439 | $3,443 | $30,996 |
| SCHOLARSHIP MANAGEMENT | $10,174 | $0 | $10,174 |
| LICENSES AND REGISTRATIONS | $223 | $0 | $223 |
| NON-CAPITAL EQUIPMENT | $12,392 | $0 | $12,392 |
| POSTAGE AND DELIVERY | $632 | $0 | $632 |
| INSURANCE | $24,374 | $2,437 | $21,937 |
| INTERNET | $10,394 | $0 | $10,394 |
| SECURITY | $408 | $0 | $408 |
| OFFICE MAINTENANCE | $20,766 | $2,076 | $18,690 |
| SUPPLIES | $11,143 | $0 | $11,143 |
| PAYROLL FEES | $5,670 | $566 | $5,104 |
| GALLERY DEVELOPMENT | $1,005 | $0 | $1,005 |
| MISCELLANEOUS EXPENSE | $899 | $0 | $899 |
| AMORTIZATION EXPENSE | $19,065 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES - INVESTMENT MANAGEMENT | $432,757 | $432,757 | $0 |
| STRATEGIC PLANNING | $62,712 | $0 | $62,712 |
| COMPUTER CONSULTANT | $633 | $0 | $633 |
| TECHNOLOGY AND IT SERVICES | $173 | $0 | $173 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $64,819 | $8,837 | $55,982 |
| FEDERAL NII EXCISE TAX | $290,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD ON NET INVESTMENT INCOME | $0 | $41,780 | $0 |
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