LETTIE PATE EVANS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LETTIE PATE EVANS FOUNDATION INC (EIN 58-6004644)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349101770
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T09:31:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586004644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lettie Pate Evans Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LETT | BusinessNameControlTxt |
| Phone | 4045226755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree Street NE 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303031799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erik S Johnson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4045226755 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $567,366,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $539,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $539,097 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,474,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,474,889 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $45,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $42,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $55,487,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,010,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,904,879 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,546,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,963,865 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,140 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,098 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,604 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,494 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,241 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,907 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,303 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $371 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,931 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $148,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,912 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,881 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $990,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $373 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,173 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,202 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,971 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,574 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,315 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,259 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $109 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $8 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $101 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,451,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $198,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $262,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,545,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,545,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,996,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $198,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,807,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,549,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,764,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,400 | CashBOYAmt |
| Cash EOY | $5,064 | CashEOYAmt |
| Cash EOYFMV | $5,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,538,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,486,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,486,898 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,789,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,156,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $552,082,034 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $139,848 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $139,848 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $139,848 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,700,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,891 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,274 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $990 | LandBOYAmt |
| Land EOY | $617 | LandEOYAmt |
| Land EOYFMV | $617 | LandEOYFMVAmt |
| Other Assets BOY | $44,030 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,207 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,908 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,518,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,839,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $567,366,521 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $167 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $260 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,517,945 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $150,838,778 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,517,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $150,838,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,518,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,839,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,517,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,549,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,770,934 | OtherIncreasesAmt |
| Subtotal | $150,838,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $150,838,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $74,010,226 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,522,409 | CostOrOtherBasisAmt |
| Gain Or Loss | $55,487,817 | GainOrLossAmt |
| FMV As Of123169 | $645,000 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $62,062 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $582,938 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $54,904,879 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,904,879 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $983,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $983,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $983,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $996,102 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $996,102 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,469 | OverpaymentAmt |
| Applied To ES Tax | $12,469 | 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.lpevans.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sara E Blalock Secretary | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045226755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree Street NE Suite 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303032951 | 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 | Yes (1) | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| James B Williams | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- deceased 1/23/2024 | 1.00 | $0 | $0 | $20 |
| E Jenner Wood III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- Chair | 2.00 | $6,250 | $0 | $264 |
| Lawrence L Gellerstedt III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- Vice Chair | 2.00 | $8,750 | $0 | $264 |
| David P Stockert | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $6,250 | $0 | $264 |
| Lyons Gray | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $6,250 | $0 | $264 |
| Lizanne Thomas | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- elected 11/5/2024 | 1.00 | $1,042 | $0 | $40 |
| P Russell Hardin | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President | 3.00 | $66,014 | $5,916 | $407 |
| Erik S Johnson | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Vice President & Secretary | 3.00 | $26,884 | $5,738 | $362 |
| Eli P Niepoky | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Treasurer | 3.00 | $22,800 | $6,298 | $362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GANNETT WELSH & KOTLER LLC | |||||
| 222 BERKELEY STREET 15TH FLOOR | BOSTON | MA | 02116 | INVESTMENT MANAGER | $53,014 |
| T ROWE PRICE ASSOCIATES | |||||
| PO BOX 64043 | BALTIMORE | MD | 21264 | INVESTMENT MANAGER | $50,689 |
| 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 | $566,677,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,783,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $569,700,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $8,120,381 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $569,700,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,545,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $561,154,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,057,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,057,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $983,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $983,633 | TotalTaxAmt |
| Distributable Before Adj | $27,074,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,074,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,074,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,807,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,807,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,074,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,219,474 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,807,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,219,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,588,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $20,485,900 | 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 | Erik S Johnson President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree St NE Suite 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045226755 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Grant applications are considered in April and Nov. for requests received by Feb. 1 and Aug. 15th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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. | $10,000,040 |
| Atlanta Contemporary Art Center | ||||||
| 535 Means Street NW | Atlanta | GA | 30318 | PC | Repairs to HVAC system. | $120,000 |
| Bruton Parish Church | ||||||
| 331 W Duke of Gloucester St | Williamsburg | VA | 23187 | PC | Replacement of HVAC system. | $500,000 |
| 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. | $8,600,012 |
| Gracepoint School | ||||||
| 1407 Cobb Parkway North | Marietta | GA | 30062 | PC | $6.8 million campaign to acquire and renovate a new building for school serving children with dyslexia. | $500,000 |
| Push Push Arts | ||||||
| 1208 Forrest Boulevard | Decatur | GA | 30030 | PC | $954,000 campaign to acquire property for arts campus in downtown College Park. | $125,000 |
| Robert W Woodruff Arts Center | ||||||
| 1280 Peachtree Road Northeast | Atlanta | GA | 30309 | PC | Continuation of Family Fun program to expand access to the Woodruff Arts Center campus. | $1,200,026 |
| Springer Opera House Arts Association | ||||||
| 103 Tenth Street | Columbus | GA | 31901 | PC | $10.7 million campaign to restore the historic Springer Opera House, add a park, and update arts education facilities. | $1,000,000 |
| The Westminster Schools | ||||||
| 1424 West Paces Ferry Rd NW | Atlanta | GA | 30327 | PC | Phase III capital priorities as part of $175 million campaign. | $2,000,001 |
| 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. | $2,000,000 |
| Virginia Historical Society | ||||||
| PO Box 7311 | Richmond | VA | 232210311 | PC | Growth of the Lettie Pate Evans Exhibition Fund as part of $30 million campaign to commemorate America's 250th anniversary. | $1,000,000 |
| Wesleyan School | ||||||
| 5405 Spalding Drive | Peachtree Corners | GA | 30092 | PC | Construction of the Young STEM Building as part of $59.9 million comprehensive campaign. | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,545,079 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Callanwolde Fine Arts Center | ||||||
| 980 Briarcliff Rd NE | Atlanta | GA | 30306 | PC | $8.5 million campaign to construct and renovate facilities to expand arts education and community outreach programs. | $1,000,000 |
| 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. | $8,600,000 |
| Greater Atlanta Christian School | ||||||
| 1575 Indian Trail Rd NW | Norcross | GA | 30093 | PC | Construction of Student Learning Commons as part of $30.82 million campaign. | $1,500,000 |
| Robert W Woodruff Arts Center | ||||||
| 1280 Peachtree Road Northeast | Atlanta | GA | 30309 | PC | Continuation of Family Fun program to expand access to the Woodruff Arts Center campus. | $2,600,000 |
| Whitefield Academy | ||||||
| 1 Whitefield Dr SE | Smyrna | GA | 30126 | PC | Construction of Learning Commons as part of $39.2 million campaign. | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,700,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,097 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,474,889 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $42,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,487,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,544,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,544,553 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $5,303 | Amt |
| Net Investment Income | $371 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,931 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| AV EQUIPMENT | 2011-07-01 | $733 | $733 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIPMENT | 2011-07-01 | $11,559 | $11,559 | SL | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2011-07-01 | $5,599 | $4,609 | SL | 15.000000000000 | $373 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (165 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADIA HEALTHCARE | $86,832 | $76,247 |
| ADOBE INC | $156,628 | $141,408 |
| ADVANCED MICRO DEVICES INC | $94,316 | $71,870 |
| AFFIRM HOLDINGS INC CL A | $15,622 | $27,770 |
| AGREE REALTY CORP REIT | $112,535 | $116,947 |
| ALLIENT INC | $13 | $12 |
| ALPHABET INC CL A | $224,809 | $968,080 |
| AMAZON.COM INC | $229,771 | $1,257,982 |
| AMPHENOL CORP | $172,245 | $268,146 |
| API GROUP CORP | $231,482 | $218,698 |
| APPLE INC | $304,769 | $1,258,110 |
| APTARGROUP INC | $53,882 | $97,559 |
| ARGENX SE SPONS ADR | $82,710 | $121,770 |
| ARTISAN INTL VALUE FUND-INS | $2,285,517 | $2,553,554 |
| ASML HOLDING NV SPONS ADR | $99,974 | $103,269 |
| ASSURANT INC | $84,954 | $83,795 |
| ATLANTIC UNION BANKSHARES CORP | $122,199 | $116,708 |
| ATLASSIAN CORPORATION CL A | $123,123 | $141,160 |
| AURORA INNOVATION INC CL A | $14,835 | $34,467 |
| AZENTA INC | $65,902 | $72,750 |
| BECTON DICKINSON & CO | $118,478 | $110,259 |
| BIO RAD LABORATORIES CL A | $118,659 | $115,636 |
| BJ'S WHOLESALE CLUB HOLDINGS | $70,288 | $239,726 |
| BOEING CO | $110,322 | $116,643 |
| BOOKING HOLDINGS INC | $127,510 | $263,326 |
| BOOZ ALLEN HAMILTON HOLDING CL A | $57,728 | $133,591 |
| BRIGHT HORIZONS FAMILY SOLUTIONS | $111,527 | $123,487 |
| BURLINGTON STORES INC | $96,145 | $180,158 |
| CARTERS INC | $54,972 | $40,209 |
| CAVCO INDUSTRIES INC | $77,768 | $227,131 |
| CCC INTELLIGENT SOLUTIONS HLD | $183,893 | $183,586 |
| CHAMPIONX CORP | $45,831 | $57,452 |
| CHARLES SCHWAB CORP | $89,720 | $98,951 |
| CHART INDUSTRIES INC | $103,106 | $129,008 |
| CHIPOTLE MEXICAN GRILL INC | $78,289 | $123,193 |
| CHURCHILL DOWNS INC | $121,747 | $128,599 |
| COCA COLA CO | $548,507 | $384,178,630 |
| COGNEX CORP | $177,095 | $129,383 |
| COLUMBUS MCKINNON CORP NY | $132,151 | $105,389 |
| COMFORT SYSTEMS USA INC | $41,134 | $224,752 |
| COUPANG INC CL A | $104,412 | $133,836 |
| CULLEN FROST BANKERS INC | $130,782 | $127,269 |
| CYBERARK SOFTWARE LTD/ISRAEL | $131,806 | $287,508 |
| DANAHER CORP | $122,733 | $114,775 |
| DODGE & COX INCOME FUND | $18,040,620 | $17,991,702 |
| DORMAN PRODUCTS | $117,464 | $193,936 |
| DYNATRACE INC | $63,576 | $75,275 |
| EAGLE MATERIALS INC | $65,863 | $191,486 |
| EASTGROUP PPTYS INC REIT | $106,843 | $106,565 |
| ELEMENT SOLUTIONS INC | $134,407 | $176,332 |
| ENTEGRIS INC | $79,736 | $155,524 |
| ENTEGRIS INC | $114,620 | $107,777 |
| EQUIFAX INC | $138,438 | $137,364 |
| EXPONENT INC | $53,194 | $81,170 |
| FAIR ISAAC CORP | $63,251 | $117,465 |
| FED HERMES GOVT OBLIG-PREMIER #117 | $941,324 | $941,324 |
| FEDERAL SIGNAL CORP | $52,594 | $164,085 |
| FISERV INC | $261,611 | $476,164 |
| GATES INDUSTRIAL CORP PLC | $137,794 | $192,659 |
| GAZPROM PJSC-SPON ADR | $1,734 | $418 |
| GENTHERM INC | $122,519 | $70,428 |
| GIBRALTAR INDUSTRIES INC | $37,260 | $50,477 |
| GLACIER BANCORP INC | $76,478 | $102,901 |
| GLOBANT SA | $185,213 | $173,037 |
| GLOBUS MEDICAL INC | $131,892 | $200,489 |
| GRAND CANYON EDUCATION INC | $78,310 | $110,074 |
| GROUP 1 AUTOMOTIVE INC | $127,456 | $179,972 |
| HALOZYME THERAPEUTICS INC | $110,929 | $111,541 |
| HEALTHPEAK PROPERTIES INC REIT | $111,685 | $96,283 |
| HEXCEL CORP | $72,348 | $86,401 |
| HOLOGIC INC | $112,655 | $106,261 |
| HOWMET AEROSPACE INC | $78,151 | $136,494 |
| HUBSPOT INC | $114,918 | $150,502 |
| IDACORP INC | $107,354 | $129,388 |
| IDEX CORP | $185,274 | $179,152 |
| INGERSOLL-RAND INC | $73,827 | $126,192 |
| INSMED INC | $78,757 | $72,285 |
| INTEGER HOLDINGS CORPORATION | $79,196 | $139,676 |
| INTRA-CELLULAR THERAPIES INC | $98,996 | $157,185 |
| INTUIT INC | $326,527 | $487,716 |
| INTUITIVE SURGICAL INC | $158,586 | $346,059 |
| ISHARES CORE S&P TTL US STK MKT ETF | $41,480,865 | $44,964,652 |
| ISHARES CORE US AGGREGATE BOND ETF | $10,508,115 | $10,356,963 |
| ITT INC | $109,680 | $173,599 |
| JAZZ PHARMACEUTICALS PLC | $174,055 | $157,386 |
| KINSALE CAPITAL GROUP INC | $52,151 | $142,330 |
| LANCASTER COLONY CORP | $118,175 | $125,527 |
| LEGEND BIOTECH CORP SPONS ADR | $73,605 | $42,367 |
| LIGAND PHARMACEUTICALS INC CONTRA | $22 | $0 |
| LIGAND PHARMACEUTICALS INC CONTRA | $22 | $0 |
| LILLY ELI & CO | $174,944 | $330,416 |
| LINCOLN ELEC HLDGS INC | $84,534 | $112,669 |
| LUKOIL PJSC SPONS ADR | $3,873 | $67 |
| LULULEMON ATHLETICA INC | $75,105 | $87,954 |
| MACOM TECHNOLOGY SOLUTIONS HLDGS INC | $70,356 | $162,128 |
| MAGIC LEAP INC-CL A COM PPE | $14,976 | $0 |
| MAGNOLIA OIL & GAS CORP CL A | $99,000 | $100,815 |
| MANHATTAN ASSOCS INC | $123,549 | $224,840 |
| MARKETAXESS HOLDINGS INC | $71,782 | $68,716 |
| MASTERCARD INC CL A | $404,160 | $557,111 |
| MATADOR RESOURCES CO | $104,409 | $101,437 |
| MEDPACE HOLDINGS INC | $101,787 | $96,347 |
| MERCADOLIBRE INC | $86,574 | $88,423 |
| META PLATFORMS INC CL A | $316,388 | $784,583 |
| MICROSOFT CORP | $299,669 | $1,754,283 |
| MMC NORILSK NICKEL PJSC SPONS ADR | $1,625 | $0 |
| MOBILE TELESYSTEMS PJSC SPONS ADR | $1,621 | $0 |
| NATERA INC | $49,939 | $60,629 |
| NATERA INC | $70,952 | $111,760 |
| NATIONAL STORAGE AFFILIATES REIT | $94,963 | $73,432 |
| NETFLIX INC | $120,598 | $275,418 |
| NEUBERGER BERMAN HIGH INCM BD-INS | $3,429,689 | $3,295,465 |
| NEUROCRINE BIOSCIENCES INC | $113,626 | $158,750 |
| NORDSON CORP | $88,741 | $154,628 |
| NURO INC CONV PFD SER C | $17,167 | $9,389 |
| NVIDIA CORP | $200,617 | $1,384,261 |
| OVINTIV INC | $125,106 | $104,571 |
| PAYLOCITY HOLDING CORP | $171,752 | $165,560 |
| Penumbra | $4,051 | $4,051 |
| PERFORMANCE FOOD GROUP CO | $122,894 | $224,734 |
| PERMIAN RESOURCES CORP CL A | $86,113 | $76,746 |
| PINNACLE FINANCIAL PARTNERS INC | $88,828 | $185,998 |
| PIPER SANDLER COS | $79,520 | $294,251 |
| PORTLAND GENERAL ELECTRIC CO | $113,488 | $107,218 |
| PROCORE TECHNOLOGIES INC | $114,777 | $134,724 |
| QUAKER CHEMICAL CORP | $120,871 | $108,385 |
| RAPPI INC SER E CVT PFD PP | $14,757 | $5,387 |
| RBC BEARINGS INC | $94,523 | $174,698 |
| ROSS STORES INC | $115,879 | $149,303 |
| RPM INTERNATIONAL INC | $71,511 | $170,561 |
| SCHLUMBERGER LTD | $117,387 | $84,156 |
| SCHNEIDER NATIONAL INC CL B | $85,239 | $100,050 |
| SERVICENOW INC | $179,121 | $321,216 |
| SHOPIFY INC CL A | $117,738 | $175,019 |
| SILA NANOTECHN-CONV PFD SER F PP | $10,483 | $4,967 |
| SILICON LABORATORIES INC | $69,072 | $104,966 |
| SIMPSON MANUFACTURING CO INC | $113,256 | $107,790 |
| SITEONE LANDSCAPE SUPPLY INC | $179,043 | $149,032 |
| SONOVA HOLDING AG UNSPONS ADR | $98,208 | $90,341 |
| STIFEL FINANCIAL CORPORATION | $92,288 | $165,909 |
| STRYKER CORPORATION | $141,569 | $221,071 |
| SUN COMMUNITIES INC REIT | $98,204 | $123,339 |
| SURGUTNEFTEGAZ PJSC SPONS PFD ADR | $1,272 | $0 |
| TANDEM DIABETES CARE INC | $97,035 | $131,977 |
| TATNEFT PAO SPONS ADR | $760 | $0 |
| TEXAS ROADHOUSE INC CL A | $95,996 | $273,712 |
| THE CIGNA GROUP | $186,279 | $213,180 |
| TORO CO | $82,044 | $104,130 |
| TRADEWEB MARKETS INC CL A | $48,303 | $76,326 |
| TRI POINTE HOMES INC | $129,381 | $113,893 |
| UMB FINANCIAL CORP | $85,131 | $102,703 |
| UNITEDHEALTH GROUP INC | $353,553 | $377,372 |
| VAIL RESORTS INC | $80,173 | $71,981 |
| VANGUARD INDEX FD MID-CAP ETF | $3,138,721 | $3,397,240 |
| VANGUARD INTL GROWTH-ADM | $2,911,746 | $2,564,100 |
| VANGUARD S&P 500 ETF | $28,488,701 | $40,405,362 |
| VANGUARD S/C VAL INDX-ADM | $2,193,381 | $3,402,058 |
| VANGUARD SMALL CAP GROWTH ETF | $3,304,678 | $4,093,357 |
| VANGUARD VALUE ETF | $4,606,119 | $6,597,282 |
| VERICEL CORP | $75,352 | $113,938 |
| VISA INC CL A | $202,408 | $373,243 |
| VOYA FINANCIAL INC | $155,718 | $188,319 |
| WAYMO LLC CONV PFD SER A2 UNITS PP | $9,789 | $9,154 |
| WINTRUST FINANCIAL CORP | $102,942 | $172,848 |
| ZEBRA TECHNOLOGIES CORP | $85,789 | $164,913 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AV EQUIPMENT | $733 | $733 | $0 |
| FURNITURE & EQUIPMENT | $11,559 | $11,559 | $0 |
| LEASEHOLD IMPROVEMENTS | $5,599 | $4,982 | $617 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457(b) PLAN | $41,699 | $47,493 | $89,194 |
| BENEFIT PLANS | $2,331 | $2,714 | $2,714 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $5,309 | $372 | $4,937 |
| OFFICE INSURANCE | $2,828 | $198 | $2,630 |
| SUPPLIES | $250 | $17 | $233 |
| ORGANIZATION DUES | $2,642 | $142 | $2,500 |
| POSTAGE | $83 | $5 | $78 |
| REPAIRS & MAINTENANCE | $395 | $27 | $368 |
| FURNITURE & EQUIPMENT | $375 | $26 | $349 |
| TELEPHONE | $659 | $46 | $613 |
| MISCELLANEOUS | $223 | $16 | $207 |
| COMMISSION | $2,250 | $2,250 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on stock grant | Desc |
| Amt | $21,770,934 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 457(b) PLAN | $104 | $104 |
| BENEFIT PLANS | $63 | $156 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $144,270 | $144,270 | $0 |
| BENEFIT CONSULTANTS | $2,023 | $142 | $1,881 |
| OTHER CONSULTANTS | $2,500 | $2,500 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | As of December 31, 2024, the Foundation owned 6,170,553 shares of The Coca-Cola Company common stock. These represent approximately 0.14% of the total 4.3 billion shares outstanding and 44% of the average daily trading volume. 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 $429,649,798 and the blockage discount was $8,120,381.$429,649,798 @ 1.89% = $8,120,381 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $990,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments