LETTIE PATE EVANS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LETTIE PATE EVANS FOUNDATION INC (EIN 58-6004644)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102611
- Schema version
- 2025v4.1
- 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
- Investments Other Schedule2
- 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 | 2026-05-14T11:16:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $635,931,328 | 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 | $589,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $589,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,346,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,346,037 | 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 | $84,932,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,669,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,233,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,913,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,213,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,337 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,744 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,593 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,788 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,133 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $65,655 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,866 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,173 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,693 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,199 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $558 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,641 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,742 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,160,363 | 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 | $34 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,163 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,455 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,708 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,319 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,126 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $98 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $9 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $89 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,631,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $271,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,450,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,450,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,081,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,721,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,831,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,013,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,064 | CashBOYAmt |
| Cash EOY | $8,064 | CashEOYAmt |
| Cash EOYFMV | $8,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,486,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,653,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,653,474 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $138,156,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $534,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $354,024,102 | 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 |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $229,164,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,437,079 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,330 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,647 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $617 | LandBOYAmt |
| Land EOY | $683 | LandEOYAmt |
| Land EOYFMV | $683 | LandEOYFMVAmt |
| Other Assets BOY | $50,207 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,598 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,926 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,839,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,554,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $635,931,328 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,026 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,026 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $150,838,778 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $243,553,206 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,838,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,553,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,839,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,554,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,838,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,831,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,882,964 | OtherIncreasesAmt |
| Subtotal | $243,553,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $243,553,206 | 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 | $149,669,638 | GrossSalesPriceAmt |
| Cost Or Other Basis | $64,736,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,932,981 | GainOrLossAmt |
| FMV As Of123169 | $774,000 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $74,472 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $699,528 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $84,233,453 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,233,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,390,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,390,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,390,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,172,469 | 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 | $1,172,469 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $217,723 | TaxDueAmt |
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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| E Jenner Wood III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- Chair | 2.00 | $6,250 | $0 | $228 |
| Lawrence L Gellerstedt III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee- Vice Chair | 2.00 | $8,750 | $0 | $228 |
| David P Stockert | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $6,250 | $0 | $228 |
| Lyons Gray | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $6,250 | $0 | $228 |
| Lizanne Thomas | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $6,250 | $0 | $228 |
| P Russell Hardin | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - retired 1/31/2025 | 3.00 | $63,430 | $923 | $256 |
| Erik S Johnson | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - elected 2/1/2025 | 3.00 | $29,238 | $6,148 | $554 |
| Eli P Niepoky | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Treasurer | 3.00 | $22,036 | $6,165 | $438 |
| Sara E Blalock | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Secretary - elected 2/1/2025 | 3.00 | $15,057 | $4,405 | $438 |
| 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 |
|---|---|---|---|---|---|
| TRUIST BANK | |||||
| 241 PEACHTREE NE | ATLANTA | GA | 30303 | INVESTMENT MANAGER | $54,785 |
| T ROWE PRICE ASSOCIATES | |||||
| PO BOX 64043 | BALTIMORE | MD | 21264 | INVESTMENT MANAGER | $52,236 |
| 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 | $611,460,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,798,430 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,491,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $4,869,983 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $614,491,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,217,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $605,274,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,263,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,263,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,390,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,390,192 | TotalTaxAmt |
| Distributable Before Adj | $28,873,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,873,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,873,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,721,179 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,721,179 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,873,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,485,900 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,721,179 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,485,900 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,235,279 | 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 | $27,638,254 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 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. | $5,000,044 | |
| Boys Home of Virginia | |||||||
| 414 Boys Home Road | Covington | VA | 24426 | PC | Support of critical facility needs for residential campus serving at-risk boys. | $550,000 | |
| Children's Healthcare of Atlanta | |||||||
| 1575 Northeast Expressway | Atlanta | GA | 30329 | PC | Pediatric medical residency program conducted by Children's in partnership with the Emory University School of Medicine. | $8,600,031 | |
| Georgia Historical Society | |||||||
| 104 West Gaston Street | Savannah | GA | 31401 | PC | Expansion of education and outreach programs as part of $30 million comprehensive campaign. | $500,000 | |
| Greater Atlanta Christian School | |||||||
| 1575 Indian Trail Lilburn Road | Norcross | GA | 30093 | PC | Construction of Student Learning Commons as part of $30.82 million campaign. | $1,500,000 | Northwest |
| Lowndes-Valdosta Arts Commission | |||||||
| 527 North Patterson Street | Valdosta | GA | 31601 | PC | $8.9 million campaign to construct the Children's Imagination Station at the Turner Center for the Arts. | $500,000 | |
| Museum of Contemporary Art of Georgia | |||||||
| 75 Bennett Street Suite M-1 | Atlanta | GA | 30309 | PC | $14.5 million campaign to establish a permanent facility at the Goat Farm Arts Center. | $2,000,000 | |
| Robert W Woodruff Arts Center | |||||||
| 1280 Peachtree Street NE | Atlanta | GA | 30309 | PC | Continuation of Family Fun program to expand access to the Woodruff Arts Center campus. | $1,300,036 | |
| Whitefield Academy | |||||||
| 1 Whitefield Drive SE | Smyrna | GA | 30126 | PC | Construction of Learning Commons as part of $39.2 million campaign. | $1,000,000 | |
| Young Harris College | |||||||
| PO Box 275 | Young Harris | GA | 30582 | PC | Development of work-study program to improve student success and job readiness. | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,450,111 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Callanwolde Fine Arts Center | ||||||
| 980 Briarcliff Road Northeast | Atlanta | GA | 30306 | PC | $9.5 million campaign to acquire and renovate property to expand arts programs. | $1,000,000 |
| Children's Healthcare of Atlanta | ||||||
| 1575 Northeast Expressway | Atlanta | GA | 30329 | PC | Pediatric medical residency program conducted by Children's in partnership with the Emory University School of Medicine. | $8,600,000 |
| Covenant College | ||||||
| 14049 Scenic Highway | Lookout Mountain | GA | 30750 | PC | Renovation of Mills Hall to expand academic facilities. | $975,000 |
| Georgia Historical Society | ||||||
| 104 West Gaston Street | Savannah | GA | 31401 | PC | Expansion of education and outreach programs as part of $30 million comprehensive campaign. | $500,000 |
| The Atlanta Opera | ||||||
| 1575 Northside Drive NW | Atlanta | GA | 30318 | PC | $76 million campaign to construct a new headquarters on the Atlanta Beltline. | $10,000,000 |
| Virginia Museum of Fine Arts | ||||||
| 200 North Arthur Ashe Boulevard | Richmond | VA | 23220 | PC | Expansion and renovation of galleries as part of $471 million comprehensive campaign. | $2,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,575,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589,239 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,346,037 | 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 | $84,932,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,911,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,911,007 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $4,976 | $448 | $4,528 |
| OTHER ACCOUNTING FEES | $1,223 | $110 | $1,113 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 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 | $4,982 | SL | 15.000000000000 | $373 | $0 |
| LEASEHOLD IMPROVEMENTS | 2026-10-01 | $425 | SL | 15.000000000000 | $0 | $0 | |
| FURNITURE & EQUIPMENT | 2026-10-01 | $14 | SL | 7.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $534,231 | EOYBookValueAmt |
| EOYFMV | $354,024,102 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUND | AT COST | $765,262 | $765,262 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | AT COST | $12,907,739 | $12,889,451 |
| ISHARES CORE MSCI DEV MKTS | AT COST | $12,907,635 | $12,976,248 |
| ISHARES CORE MSCI EMERGING MKTS ETF | AT COST | $4,840,346 | $4,848,310 |
| ISHARES CORE S&P TTL US STK MKT ETF | AT COST | $91,377,891 | $108,839,444 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $39,478,215 | $39,782,903 |
| VANGUARD S&P 500 ETF | AT COST | $66,887,246 | $85,335,461 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AV EQUIPMENT | $733 | $733 | $0 | $0 |
| FURNITURE & EQUIPMENT | $11,559 | $11,559 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $5,599 | $5,355 | $244 | $244 |
| LEASEHOLD IMPROVEMENTS | $425 | $0 | $425 | $425 |
| FURNITURE & EQUIPMENT | $14 | $0 | $14 | $14 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457(b) PLAN | $47,493 | $50,916 | $105,244 |
| BENEFIT PLANS | $2,714 | $2,682 | $2,682 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $7,393 | $665 | $6,728 |
| OFFICE INSURANCE | $2,312 | $208 | $2,104 |
| SUPPLIES | $235 | $21 | $214 |
| ORGANIZATION DUES | $2,631 | $131 | $2,500 |
| POSTAGE | $88 | $8 | $80 |
| REPAIRS & MAINTENANCE | $721 | $65 | $656 |
| FURNITURE & EQUIPMENT | $326 | $29 | $297 |
| TELEPHONE | $603 | $54 | $549 |
| MISCELLANEOUS | $764 | $71 | $693 |
| 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 | $14,882,964 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 457(b) PLAN | $104 | $882 |
| BENEFIT PLANS | $156 | $144 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $144,812 | $144,812 | $0 |
| BENEFIT CONSULTANTS | $1,915 | $173 | $1,742 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | As of December 31, 2025, the Foundation owned 5,063,332 shares of The Coca-Cola Company common stock. These represent approximately 0.12% of the total 4.3 billion shares outstanding and 29% 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 1.27%. The average monthly fair value of the shares based on the per-share price was $383,463,220, and the blockage discount was $4,869,983.$383,463,220 @ 1.27% = $4,869,983 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,160,363 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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