2019-11-12T15:03:32-06:00 2018-12-31 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE STE 800 MCLEAN VA 22102 990PF 2018-01-01 463022974 THE GOIZUETA FOUNDATION INC OLGA GOIZUETA RAWLS CHAIRMAN & CEO GOIZ 4042390390 4401 NORTHSIDE PARKWAY NO 400 ATLANTA GA 303273057 OLGA GOIZUETA RAWLS CHAIRMAN & CEO 4042390390 2019-11-12 1 DAVID F DOTSON P00738401 7032511000 2019-11-11 174.205.43.246 2019-11-12 09:24:44 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AC8712DD1F5E737BA2B62C32AA20663F8C3C3152 2018 2020-04-17 16:48:07Z X 653098900 X X 21273887 21155002 4375860 179181553 4370335 3722539 29392 29372286 25554729 492779 110464 382315 325612 0 325612 267687 35025 232662 3189 0 3189 82945 0 82945 547649 529992 17657 320000 52760 0 346246 0 346246 46689 0 46689 299971 0 279142 2732767 728241 1716457 30901873 30901873 33634640 728241 32618330 -4262354 24826488 453689 622757 622757 13197072 7343247 7343247 58683449 86700135 85558303 390516634 351649244 541874818 6357531 18625031 17699775 469208375 464940414 653098900 0 0 X 469208375 464940414 0 0 0 0 469208375 464940414 469208375 464940414 469208375 -4262354 1073 464947094 6680 464940414 PUBLICLY TRADED SECURITIES P 179158027 174811218 4346809 4346809 CAPITAL GAINS DIVIDENDS P 23526 23526 23526 4370335 0 33676600 637698102 0.052810 41832693 634191023 0.065962 21157733 613548826 0.034484 29034109 622161366 0.046667 23656636 607764019 0.038924 0.238847 0.047769 643337178 30731574 248265 30979839 32639159 X 248265 0 248265 0 248265 198933 165000 0 363933 X 64 115604 115604 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 WWW.GOIZUETAFOUNDATION.ORG DEANA UTBERG 4042390390 4401 NORTHSIDE PKWY SUITE 400 ATLANTA GA 30327 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ROBERTO S GOIZUETA 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 BOARD MEMBER 0.25 0 0 0 MARY H JUDSON 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 PRESIDENT 40.00 321129 50695 0 DEANA UTBERG 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 TREASURER/SECRETARY 40.00 171650 59073 0 OLGA GOIZUETA RAWLS 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 CHAIRMAN AND CEO 20.00 0 0 0 JAVIER C GOIZUETA 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 BOARD MEMBER 0.25 0 0 0 MARY JEANE THORNE 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30331 GRANTS ADMINISTRATOR 40.00 99683 55097 0 AMY BROWN 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30329 PROGRAM OFFICER 40.00 86738 30242 0 HANNAH JONES 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30330 PROGRAM OFFICER 40.00 82621 21546 0 COURTNEY LEE 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30328 PROGRAM ASSISTANT 40.00 56570 6808 0 0 THE NORTHERN TRUST COMPANY 4401 NORTHSIDE PARKWAY SUITE 400 ATLANTA GA 30327 INVESTMENT MANAGEMENT 529761 DELOITTE & TOUCHE 191 PEACHTREE ST NE SUITE 1500 ATLANTA GA 30327 ACCOUNTING 82945 0 0 652810861 323330 0 653134191 0 0 653134191 9797013 643337178 32166859 32166859 248265 248265 31918594 348 31918942 0 31918942 32618330 0 20829 32639159 248265 32390894 31918942 0 0 1891473 2398709 4290182 32639159 0 0 0 31918942 720217 0 0 5010399 0 0 0 0 0 0 0 5010399 1891473 2398709 720217 THE GOIZUETA FOUNDATION INC ATTENTI 4401 NORTHSIDE PKWY STE 400 ATLANTA GA 30327 4042390390 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". NO DEADLINES - APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR. 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. ATLANTA RONALD MCDONALD HOUSE CHARITIES 795 GATEWOOD ROAD NE ATLANTA GA 30329 PC BOARD DISCRETIONARY 100000 AUBURN UNIVERSITY 317 SOUTH COLLEGE STREET AUBURN AL 36849 PC BOARD DISCRETIONARY 125000 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 PC BOARD DISCRETIONARY 25000 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 PC BOARD DISCRETIONARY 25000 BOSTON COLLEGE CHESTNUT HILL MA 02467 BOSTON MA 02467 PC BOARD DISCRETIONARY 25000 CLARKSTON COMMUNITY HEALTH CENTER 3700 MARKET STREET CLARKSTON GA 30021 PC BOARD DISCRETIONARY 25000 CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 PC BOARD DISCRETIONARY 100000 GEORGIA WORKS 275 PRYOR STREE SE ATLANTA GA 30303 PC BOARD DISCRETIONARY 25000 GIVING KITCHEN INITIATIVE INC 900 DEKALB AVENUE ATLANTA GA 30316 PC BOARD DISCRETIONARY 50000 HOLY SPIRIT PREPARATORY SCHOOL 4449 NORTHSIDE DRIVE NE ATLANTA GA 30327 PC BOARD DISCRETIONARY 25000 JUMPSTART FOR YOUNG CHILDREN 308 CONGRESS STREET 6TH FLOOR BOSTON MA 02110 PC BOARD DISCRETIONARY 25000 NEW AMERICAN PATHWAYS 2300 HENDERSON MILL RD NE SUITE 100 ATLANTA GA 30345 PC BOARD DISCRETIONARY 25000 PARTNERS IN HEALTH 800 BOYLSTON STREET BOSTON MA 02199 PC BOARD DISCRETIONARY 100000 PRO BONO PARTNERSHIP OF ATLANTA 999 PEACHTREE STREET NE ATLANTA GA 30309 PC BOARD DISCRETIONARY 25000 RONALD MCDONALD HOUSE CHARITIES 2915 JORIE BLVD OAK BROOK IL 60523 PC BOARD DISCRETIONARY 50000 ST MARY'S FOUNDATION INC 1230 BAXTER STREET ATHENS GA 30606 PC BOARD DISCRETIONARY 25000 ST PIUS X CATHOLIC HIGH SCHOOL 2674 JOHNSON RD ATLANTA GA 30345 PC BOARD DISCRETIONARY 25000 TAPESTRI PMB 362 3939 LAVISTA RD STE E TUCKER GA 30084 PC BOARD DISCRETIONARY 50000 THE ORANGE DUFFEL BAG INITIATIVE INC 1801 PEACHTREE ST NE ATLANTA GA 30309 PC BOARD DISCRETIONARY 25000 THE ROXBURY LATIN SCHOOL 101 ST THERESA AVE WEST ROXBURY MA 02132 PC BOARD DISCRETIONARY 125000 WESTMINSTER SCHOOLS 1424 WEST PACES FERRY ROAD ATLANTA GA 30327 PC BOARD DISCRETIONARY 200000 AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE STREET AUBURN AL 36849 PC ENDOWMENT 1000000 BELEN JESUIT PREPARATORY 500 SW 127TH AVENUE MIAMI FL 33184 PC ENDOWMENT 100000 BOSTON COLLEGE CADIGAN ALUMNI CENTER CHESTNUT HILL MA 02467 PC ENDOWMENT 1000000 EMORY UNIVERSITY 1440 CLIFTON RD NE SUITE 430 ATLANTA GA 30322 PC ENDOWMENT 1250000 REINHARDT UNIVERSITY 7300 REINHARDT CIRCLE WALESKA GA 30183 PC ENDOWMENT 250000 THE ATLANTA GIRLS' SCHOOL 3254 NORTHSIDE PARKWAY NW ATLANTA GA 30327 PC ENDOWMENT 100000 WESTMINSTER SCHOOLS INC 1424 WEST PACES FERRY RD NW ATLANTA GA 30327 PC ENDOWMENT 500000 BALLET THEATRE OF BOSTON INC 400 HARVARD STREET CAMBRIDGE MA 02138 PC MATCHING GIFT 7500 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 PC MATCHING GIFT 7500 EMORY UNIVERSITY 1440 CLIFTON RD NE SUITE 430 ATLANTA GA 30322 PC MATCHING GIFT 3500 GEORGIA ASYLUM & IMMIGRATION NETWORK INC PO BOX 78425 ATLANTA GA 30303 PC MATCHING GIFT 1000 HOLY SPIRIT PREPARATORY SCHOOL 4449 NORTHSIDE DRIVE NE ATLANTA GA 30327 PC MATCHING GIFT 5000 MARIST SCHOOL 3790 ASHFORD DUNWOODY RD ATLANTA GA 30319 PC MATCHING GIFT 5000 MARS HILL UNIVERSITY PO BOX 370 MARS HILL NC 28754 PC MATCHING GIFT 1000 NEW AMERICAN PATHWAYS 2300 HENDERSON MILL RD NE SUITE 100 ATLANTA GA 30345 PC MATCHING GIFT 5000 NICHOLAS HOUSE INC 1790 LAVISTA RD ATLANTA GA 30329 PC MATCHING GIFT 1000 TAPESTRI PMB 362 3939 LAVISTA RD STE E TUCKER GA 30084 PC MATCHING GIFT 1000 TRINITY VINEYARD INC 2270 DEFOOR HILLS RD ATLANTA GA 30318 PC MATCHING GIFT 10000 WESTMINSTER SCHOOLS 1424 WEST PACES FERRY ROAD ATLANTA GA 30327 PC MATCHING GIFT 5000 YMCA OF METRO ATLANTA 101 MARIETTA STREET ATLANTA GA 30303 PC MATCHING GIFT 1000 BELEN JESUIT PREPARATORY 500 SW 127TH AVENUE MIAMI FL 33184 PC PROGRAM 1500000 CHILD DEVELOPMENT ASSOCIATION OF NORTH FULTON 89 GROVE WAY ROSWELL GA 30075 PC PROGRAM 700000 COMMUNITY GUILDS INC 501 DANCING FOX RD DECATUR GA 30032 PC PROGRAM 212923 EMORY UNIVERSITY 1440 CLIFTON RD NE SUITE 430 ATLANTA GA 30322 PC PROGRAM 14250000 EMORY UNIVERSITY 1440 CLIFTON RD NE SUITE 430 ATLANTA GA 30322 PC PROGRAM 50000 GATE CITY DAY NURSERY 2080 CASCADE RD SW ATLANTA GA 30311 PC PROGRAM 65000 GEORGIA INSTITUTE OF TECHNOLOGY 255 NORTH AVENUE NW ATLANTA GA 30332 PC PROGRAM 2000000 GEORGIA STATEWIDE AFTERSCHOOL NETWORK 75 MARIETTA ST NW ATLANTA GA 30303 PC PROGRAM 100000 GLOBAL VILLAGE PROJECT 205 SYCAMORE STREET DECATUR GA 30030 PC PROGRAM 250000 JUNIOR ACHIEVEMENT OF GEORGIA 275 NORTHSIDE DR NW ATLANTA GA 30314 PC PROGRAM 750000 KIPP METRO ATLANTA SCHOOLS 504 FAIR STREET SW ATLANTA GA 30313 PC PROGRAM 1000000 POWERMYLEARNING ATLANTA 1550 SOUTHLAND CIRCLE NW ATLANTA GA 30318 PC PROGRAM 106500 PREMIER ACADEMY INC 399 MACEDONIA RD ATLANTA GA 30354 PC PROGRAM 500000 REACH FOR EXCELLENCE INC 3790 ASHFORD DUNWOODY RD ATLANTA GA 30319 PC PROGRAM 50000 REACH OUT AND READ INC 56 ROLAND ST SUITE 100D BOSTON MA 02129 PC PROGRAM 200000 REINHARDT UNIVERSITY 7300 REINHARDT CIRCLE WALESKA GA 30183 PC PROGRAM 1250000 SCOTTDALE EARLY LEARNING INC 479 WARREN AVENUE SCOTTDALE GA 30079 PC PROGRAM 435000 THE ATLANTA GIRLS' SCHOOL 3254 NORTHSIDE PARKWAY NW ATLANTA GA 30327 PC PROGRAM 500000 THE PATH PROJECT INC PO BOX 1659 LAWRENCEVILLE GA 30046 PC PROGRAM 125000 WESTMINSTER SCHOOLS INC 1424 WEST PACES FERRY RD NW ATLANTA GA 30327 PC PROGRAM 1200000 INTERNATIONAL SCHOLARSHIP AND INTERNATIONAL SCHOLARSHIP AND TUITION SERVICE 1321 MURFREESBORO ROAD SUITE 800 NASHVILLE TN 37217 PC SCHOLARSHIPS 203950 30901873 EMORY UNIVERSITY 1440 CLIFTON RD NE SUITE 430 ATLANTA GA 30322 PC PROGRAM 15000000 GEORGIA INSTITUTE OF TECHNOLOGY 255 NORTH AVENUE NW ATLANTA GA 30332 PC PROGRAM 3000000 JUNIOR ACHIEVEMENT OF GEORGIA 275 NORTHSIDE DR NW ATLANTA GA 30314 PC PROGRAM 750000 WESTMINSTER SCHOOLS INC 1424 WEST PACES FERRY RD NW ATLANTA GA 30327 PC PROGRAM 1800000 20550000 14 21273887 18 4375860 UNREALIZED GAIN ON QUALIFYING STOCK DISTRIBUTIONS 18 3693147 OTHER INCOME 14 3863 CLASS ACTION SETTLEMENT 01 25529 0 29372286 0 29372286 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 82945 0 82945 FUNDS - CORPORATE BOND 7322531 7005051 CORPORATE BONDS 11302500 10694724 COMMON STOCK 327685457 518359893 FUNDS COMMON STOCK 905442 922122 FUNDS EQUITIES/ETFS 20422886 19928157 FUNDS REAL ESTATE 1504887 1549357 COMMERCIAL MORTGAGE-BACKED 1130572 1115289 86700135 85558303 0 0 LEGAL FEES 3189 0 3189 TIMING AND OTHER BOOK/TAX DIFFERENCES 6680 SCHOLARSHIP MANAGEMENT 7500 0 7500 SECURITY 863 0 863 SUPPLIES 10242 0 10242 POSTAGE 3082 0 3082 RESOURCE MATERIALS 515 0 515 GALLERY DEVELOPMENT 2420 0 2420 FURNITURE 3519 0 0 INSURANCE 21419 0 21419 MISCELLANEOUS 16710 0 16710 INTERNET 10827 0 10827 OFFICE EQUIPMENT 17310 0 0 DUES AND SUBSCRIPTIONS 103935 0 103935 OFFICE MAINTENANCE 19153 0 19153 PAYROLL EXPENSE 3789 0 3789 AMORTIZATION EXPENSE 78687 0 78687 UNREALIZED GAIN ON QUALIFYING STOCK DISTRIBUTIONS 3693147 3693147 OTHER INCOME 3863 3863 3863 CLASS ACTION SETTLEMENT 25529 25529 25529 TIMING AND OTHER BOOK/TAX DIFFERENCES 1073 BANK SERVICE CHARGES 231 231 0 COMPUTER CONSULTANT 3630 0 3630 CONSULTING SERVICES 5486 0 5486 WEBSITE 8474 0 8474 INVESTMENT MANAGEMENT FEES 529761 529761 0 LICENSES AND PERMITS 67 0 67 EXCISE TAX 320000 0 0 FOREIGN TAXES 0 52760 0