2025-05-14T09:31:36-05:00 2024-12-31 990PF 2024-01-01 586004644 Lettie Pate Evans Foundation Inc LETT 4045226755 191 Peachtree Street NE 3540 Atlanta GA 303031799 Erik S Johnson President 4045226755 2025-05-14 0 2024 2025-03-06 01:10:19Z X 567366521 X X 539097 539097 15474889 15474889 45000 45000 42750 55487817 74010226 54904879 71546803 70963865 144240 36100 108140 77098 3604 73494 48148 5241 42907 5303 371 4931 148793 146912 1881 990000 0 0 373 26 17173 1202 15971 5574 2315 3259 109 8 101 15014 3099 11915 1451825 198878 262599 28545079 28545079 29996904 198878 28807678 41549899 70764987 5400 5064 5064 9538650 12486898 12486898 77789194 138156404 552082034 139848 139848 139848 2700000 17891 17274 990 617 617 44030 50207 91908 87518112 150839038 567366521 167 260 167 260 X 87517945 150838778 87517945 150838778 87518112 150839038 87517945 41549899 21770934 150838778 0 150838778 PUBLICLY TRADED SECURITIES 74010226 18522409 55487817 645000 62062 582938 54904879 54904879 983633 0 983633 0 983633 996102 0 0 0 996102 X 0 12469 12469 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 www.lpevans.org Sara E Blalock Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 303032951 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 6250 0 264 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Vice Chair 2.00 8750 0 264 David P Stockert 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 6250 0 264 Lyons Gray 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 6250 0 264 Lizanne Thomas 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- elected 11/5/2024 1.00 1042 0 40 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President 3.00 66014 5916 407 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 Vice President & Secretary 3.00 26884 5738 362 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 3.00 22800 6298 362 NONE 0 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 53014 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 50689 0 0 566677982 238755 2783502 569700239 8120381 0 569700239 8545504 561154735 28057737 28057737 983633 983633 27074104 0 27074104 0 27074104 28807678 0 28807678 27074104 22219474 0 0 28807678 22219474 0 0 6588204 0 0 0 0 0 0 0 0 20485900 0 0 0 Erik S Johnson 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. 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. 10000040 Atlanta Contemporary Art Center 535 Means Street NW Atlanta GA 30318 PC Repairs to HVAC system. 120000 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. 8600012 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. 500000 Push Push Arts 1208 Forrest Boulevard Decatur GA 30030 PC $954,000 campaign to acquire property for arts campus in downtown College Park. 125000 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. 1200026 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. 1000000 The Westminster Schools 1424 West Paces Ferry Rd NW Atlanta GA 30327 PC Phase III capital priorities as part of $175 million campaign. 2000001 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 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. 1000000 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 28545079 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. 1000000 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 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. 1500000 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. 2600000 Whitefield Academy 1 Whitefield Dr SE Smyrna GA 30126 PC Construction of Learning Commons as part of $39.2 million campaign. 1000000 14700000 14 539097 14 15474889 16 42750 18 55487817 0 71544553 0 71544553 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 5303 371 4931 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 4609 SL 15.000000000000 373 0 ACADIA HEALTHCARE 86832 76247 ADOBE INC 156628 141408 ADVANCED MICRO DEVICES INC 94316 71870 AFFIRM HOLDINGS INC CL A 15622 27770 AGREE REALTY CORP REIT 112535 116947 ALLIENT INC 13 12 ALPHABET INC CL A 224809 968080 AMAZON.COM INC 229771 1257982 AMPHENOL CORP 172245 268146 API GROUP CORP 231482 218698 APPLE INC 304769 1258110 APTARGROUP INC 53882 97559 ARGENX SE SPONS ADR 82710 121770 ARTISAN INTL VALUE FUND-INS 2285517 2553554 ASML HOLDING NV SPONS ADR 99974 103269 ASSURANT INC 84954 83795 ATLANTIC UNION BANKSHARES CORP 122199 116708 ATLASSIAN CORPORATION CL A 123123 141160 AURORA INNOVATION INC CL A 14835 34467 AZENTA INC 65902 72750 BECTON DICKINSON & CO 118478 110259 BIO RAD LABORATORIES CL A 118659 115636 BJ'S WHOLESALE CLUB HOLDINGS 70288 239726 BOEING CO 110322 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10508115 10356963 ITT INC 109680 173599 JAZZ PHARMACEUTICALS PLC 174055 157386 KINSALE CAPITAL GROUP INC 52151 142330 LANCASTER COLONY CORP 118175 125527 LEGEND BIOTECH CORP SPONS ADR 73605 42367 LIGAND PHARMACEUTICALS INC CONTRA 22 0 LIGAND PHARMACEUTICALS INC CONTRA 22 0 LILLY ELI & CO 174944 330416 LINCOLN ELEC HLDGS INC 84534 112669 LUKOIL PJSC SPONS ADR 3873 67 LULULEMON ATHLETICA INC 75105 87954 MACOM TECHNOLOGY SOLUTIONS HLDGS INC 70356 162128 MAGIC LEAP INC-CL A COM PPE 14976 0 MAGNOLIA OIL & GAS CORP CL A 99000 100815 MANHATTAN ASSOCS INC 123549 224840 MARKETAXESS HOLDINGS INC 71782 68716 MASTERCARD INC CL A 404160 557111 MATADOR RESOURCES CO 104409 101437 MEDPACE HOLDINGS INC 101787 96347 MERCADOLIBRE INC 86574 88423 META PLATFORMS INC CL A 316388 784583 MICROSOFT CORP 299669 1754283 MMC NORILSK NICKEL PJSC SPONS ADR 1625 0 MOBILE TELESYSTEMS PJSC SPONS ADR 1621 0 NATERA INC 49939 60629 NATERA INC 70952 111760 NATIONAL STORAGE AFFILIATES REIT 94963 73432 NETFLIX INC 120598 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ADR 98208 90341 STIFEL FINANCIAL CORPORATION 92288 165909 STRYKER CORPORATION 141569 221071 SUN COMMUNITIES INC REIT 98204 123339 SURGUTNEFTEGAZ PJSC SPONS PFD ADR 1272 0 TANDEM DIABETES CARE INC 97035 131977 TATNEFT PAO SPONS ADR 760 0 TEXAS ROADHOUSE INC CL A 95996 273712 THE CIGNA GROUP 186279 213180 TORO CO 82044 104130 TRADEWEB MARKETS INC CL A 48303 76326 TRI POINTE HOMES INC 129381 113893 UMB FINANCIAL CORP 85131 102703 UNITEDHEALTH GROUP INC 353553 377372 VAIL RESORTS INC 80173 71981 VANGUARD INDEX FD MID-CAP ETF 3138721 3397240 VANGUARD INTL GROWTH-ADM 2911746 2564100 VANGUARD S&P 500 ETF 28488701 40405362 VANGUARD S/C VAL INDX-ADM 2193381 3402058 VANGUARD SMALL CAP GROWTH ETF 3304678 4093357 VANGUARD VALUE ETF 4606119 6597282 VERICEL CORP 75352 113938 VISA INC CL A 202408 373243 VOYA FINANCIAL INC 155718 188319 WAYMO LLC CONV PFD SER A2 UNITS PP 9789 9154 WINTRUST FINANCIAL CORP 102942 172848 ZEBRA TECHNOLOGIES CORP 85789 164913 AV EQUIPMENT 733 733 0 FURNITURE & EQUIPMENT 11559 11559 0 LEASEHOLD IMPROVEMENTS 5599 4982 617 457(b) PLAN 41699 47493 89194 BENEFIT PLANS 2331 2714 2714 COMPUTER 5309 372 4937 OFFICE INSURANCE 2828 198 2630 SUPPLIES 250 17 233 ORGANIZATION DUES 2642 142 2500 POSTAGE 83 5 78 REPAIRS & MAINTENANCE 395 27 368 FURNITURE & EQUIPMENT 375 26 349 TELEPHONE 659 46 613 MISCELLANEOUS 223 16 207 COMMISSION 2250 2250 0 Gain on stock grant 21770934 457(b) PLAN 104 104 BENEFIT PLANS 63 156 INVESTMENT FEES 144270 144270 0 BENEFIT CONSULTANTS 2023 142 1881 OTHER CONSULTANTS 2500 2500 0 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 EXCISE TAX 990000 0 0