2024-05-13T08:58:20-05:00 2023-12-31 990PF 2023-01-01 586001954 Joseph B Whitehead Foundation JOSE 4045226755 191 Peachtree Street NE 3540 Atlanta GA 303031799 P Russell Hardin President 4045226755 2024-05-13 P Russell Hardin 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1814675919 X X 1730637 1730637 53689429 53689429 45000 45000 42750 31339136 92086421 31339136 86804202 86804202 341680 96228 245452 207526 10670 196856 136895 15439 121456 16555 1324 15231 303023 297152 5871 1252171 0 0 1281 103 53213 4257 48956 19256 6036 13220 287 23 264 45595 5184 40411 2377482 436416 687717 103833578 103833578 106211060 436416 104521295 -19406858 86367786 5607 5821 5821 31326353 27679505 27679505 130149232 164300305 1785377252 71143 71143 71143 1366667 61414 58017 4678 3397 3397 125957 144871 243277 161682970 192205042 1814675919 395 530 395 530 X 0 0 0 0 161682575 192204512 161682575 192204512 161682970 192205042 161682575 -19406858 49928795 192204512 0 192204512 PUBLICLY TRADED SECURITIES 92086421 60747285 31339136 31339136 31339136 1200512 0 1200512 0 1200512 1225484 0 0 0 1225484 X 0 24972 24972 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 www.jbwhitehead.org Erik S Johnson Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 30303 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James B Williams 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair Emeritus 1.00 25000 1013 0 E Jenner Wood III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair 3.00 35000 1013 0 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 25000 1013 0 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President 8.00 123202 18887 471 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 Vice President & Secretary 8.00 71122 16768 316 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 8.00 62356 18946 321 NONE 0 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 108873 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 108443 TRUIST 303 PEACHTREE ST ATLANTA GA 30308 INVESTMENT ADVISOR 66648 0 0 1763447497 31740651 1588230 1796776378 64749809 0 1796776378 26951646 1769824732 88491237 88491237 1200512 1200512 87290725 0 87290725 0 87290725 104521295 0 104521295 87290725 91019020 0 0 104521295 91019020 0 0 13502275 0 0 0 0 0 0 0 0 73788450 0 0 0 P Russell Hardin President 191 Peachtree St 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 request 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. Grants are considered in April and November for requests received by February 1 and August 15. Grants are made to public charities that provide a full range of basic human services to citizens of metropolitan Atlanta. The Foundation has a particular interest in supporting organizations that serve children and youth. In recent years, the Foundation has concentrated a significant portion of its giving on improving the quality and accessibility of early childhood development programs in metro Atlanta, on increasing literacy rates, and on boosting college enrollment and graduation rates for Atlanta Public Schools graduates. Grants are reserved for well-established public charities with a broad base of community support. The Foundation provides support for capital projects and programmatic expenses. No grants are made to individuals. Annandale at Suwanee 3500 Annandale Lane Suwanee GA 30024 PC $7 million campaign to update the Program Center for organization serving adults with developmental disabilities and acquired brain injuries. 500000 ArtsNOW 10 Glenlake Pkwy Suite 130 Atlanta GA 30328 PC Expansion of SmART Literacy initiative to improve K-3 literacy through arts integration at four metro Atlanta schools. 115000 Atlanta Legal Aid Society 54 Ellis Street NE Atlanta GA 30303 PC $1.5 million initiative to streamline and increase access to brief legal services for clients. 500000 Automotive Training Center 2210 Sylvan Road Unit M East Point GA 30344 PC $3.1 million campaign to acquire and renovate a permanent facility for technical training program serving youth in East Point. 400000 Big Brothers Big Sisters of Metro Atlanta 680 Murphy Avenue SW Suite 1090 Atlanta GA 30310 PC Expansion of the Level Up mentoring program in metro Atlanta. 300000 Boys & Girls Clubs of Metro Atlanta 2880 Dresden Drive Chamblee GA 30341 PC Operating support. 2000000 Boys & Girls Clubs of Metro Atlanta 2880 Dresden Drive Chamblee GA 30341 PC $27.5 million campaign to increase impact. 5000000 Cherokee By Choice 1 Innovation Way Woodstock GA 30188 PC Support for a mobile workshop to introduce students to technical careers. 250000 Communities in Schools of Atlanta 260 Peachtree Street Suite 700 Atlanta GA 30303 PC Operating support for CIS Atlanta, which works to improve students' academic performance and reduce dropout rates. 1000000 Community Foundation for Greater Atlanta fbo redefinED Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Support of a loan guarantee fund for charter school facilities in metro Atlanta. 1000000 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Establishment of the Woodruff and Whitehead Affordable Housing Donor Advised Fund. 25000068 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC For the Joseph B. Whitehead Fund to support Achieve Atlanta, an initiative to improve the postsecondary success of students in Atlanta Public Schools. 20000021 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC For the Joseph B. Whitehead Child Well-Being Fund. 5000019 Corners Outreach 2 Sun Court Suite 220 Peachtree Corners GA 30092 PC $10 million campaign to construct the Corners Community Center and expand programs. 1000000 Georgia Campaign for Adolescent Power and Potential 1849 The Exchange SE Suite 200 Atlanta GA 30339 PC Support of initiative to expand comprehensive sex education to additional Georgia school districts. 225000 Georgia Court Appointed Special Advocates 75 Marietta Street NW Suite 404 Atlanta GA 30303 PC Operating support for organization providing advocates for children in foster care. 500000 Georgia Family Connection Partnership 235 Peachtree Street Suite 1600 Atlanta GA 30303 PC Support of statewide network ($700,000) and dropout prevention cohort ($250,000). 950000 Georgia Leadership Institute for School Improvement 3237 Satellite Blvd Suite 460 Duluth GA 30096 PC Operating support for organization working to improve K-12 public education through leadership development. 900000 Georgia Partnership for Excellence in Education 270 Peachtree Street Suite 2200 Atlanta GA 30303 PC Operating support for organization working to improve K-12 public education through research and public policy. 650000 Georgia State University Research Foundation PO Box 3999 Atlanta GA 30302 PC Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy. 400000 Georgia Works 275 Pryor Street SW Atlanta GA 30303 PC $10 million campaign to acquire and renovate a permanent facility on Auburn Avenue to expand housing and workforce development services. 1500000 Good Samaritan Health Center of Cobb 1605 Roberta Dr SW Marietta GA 30008 PC $3.3 million campaign to renovate and expand facilities for Federally Qualified Health Center. 250000 Good Samaritan Health Center 1015 Donald Lee Hollowell Pkwy Atlanta GA 30318 PC $10 million capital and capacity-building campaign to expand community health services. 400000 Goshen Valley Foundation 225 Reformation Pkwy Suite 118 Canton GA 30144 PC Establishment of the Goshen Family Resource Center to provide community-based mental health and family support services. 200000 Horizons Atlanta 177 North Avenue NW3rd Floor Suite 11 Atlanta GA 30332 PC Expansion of academic enrichment program. 500000 LaAmistad 3434 Roswell Road NW Atlanta GA 30305 PC Support of reading specialists and family coaching for afterschool program serving Latino students. 175000 Link Counseling Center 348 Mount Vernon Highway NE Sandy Springs GA 30328 PC Capital improvements as part of $1.7 million campaign to expand family counseling programs. 200000 New American Pathways 2300 Henderson Mill Road NE Suite 200 Atlanta GA 30345 PC Capital and capacity-building support to strengthen collaborative refugee resettlement services. 400000 Open Doors 2872 Woodcock Blvd Suite 211 Atlanta GA 30341 PC $7.2 million campaign to expand services connecting homeless and low-income clients to affordable housing. 400000 Open Hand Atlanta 181 Armour Drive NE Atlanta GA 30324 PC $16.5 million campaign to relocate campus to Grove Park. 3000000 Partners for HOME 818 Pollard Blvd 3rd Floor Atlanta GA 30315 PC Support of citywide strategy to scale housing services for the homeless. 1500000 Partners in Change 467 Cherokee Avenue SE Atlanta GA 30312 PC Expansion of online tool and parent coaching program. 250000 Purpose Built Schools Atlanta 1670 Benjamin Weldon Bickers Drive SE Atlanta GA 30315 PC Support of Student and Family Support Program at four turnaround schools within Atlanta Public Schools. 1000000 Refugee Women's Network 500 South Columbia Drive Decatur GA 30030 PC Development of a commercial kitchen for women's entrepreneurship program. 150000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 PC Support for Relay Georgia to grow teacher preparation programs and transition to a new operating model. 350000 Soaring Heights Communities 2250 Wren Road Conyers GA 30094 PC $7.8 million campaign to construct inclusive, affordable housing for public servants and adults with developmental disabilities as part of the Light House Village in Rockdale County. 800000 Spectrum Autism Support Group PO Box 3132 Suwanee GA 30024 PC $1.55 million campaign to establish a support center for individuals with autism and their families. 150000 Teach for America - Metro Atlanta 1360 Peachtree St NE Suite 1100 Atlanta GA 30309 PC Support for the recruitment, training and placement of corps members in metro Atlanta schools. 450000 The Kindezi Schools PO Box 55605 Atlanta GA 30308 PC Implementation of STEAM certification for public charter school network. 250000 The Posse Foundation 101 Marietta Street NW Suite 1040 Atlanta GA 30303 PC Support of program to recruit metro Atlanta high school students to attend selective colleges on full scholarships. 200000 The Study Hall PO Box 6717 Atlanta GA 30315 PC Renovation of facility as part of $3.5 million campaign to expand academic enrichment program. 500000 United Methodist Children's Home of the North Ga Conf dba Wellroot Family S 1967 Lakeside Pkwy Suite 400 Tucker GA 30084 PC $5.7 million campaign to develop the Oakhurst House to serve youth transitioning out of foster care. 500000 United Way of Greater Atlanta 40 Courtland Street NE Suite 300 Atlanta GA 30303 PC Priority initiatives of the Regional Commission on Homelessness. 5000000 United Way of Greater Atlanta 40 Courtland Street NE Suite 300 Atlanta GA 30303 PC Priority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta. 17268470 Voices for Georgia's Children 75 Marietta Street Suite 400 Atlanta GA 30303 PC Support of operations ($325,000), strategic planning ($25,000) and a development consultant ($75,000) for organization seeking to improve child and family well-being. 250000 Westside Future Fund 1300 Joseph E Boone Blvd NW Suite 16 Atlanta GA 30314 PC Construction of affordable housing in Westside neighborhoods. 2000000 Year Up 1630 Metropolitan Parkway SW Atlanta GA 30310 PC Support of workforce development program to connect young adults to living-wage jobs. 500000 103833578 ArtsNOW 10 Glenlake Pkwy Suite 130 Atlanta GA 30328 PC Expansion of SmART Literacy initiative to improve K-3 literacy through arts integration at four metro Atlanta schools. Payable over three years. 345000 Atlanta Legal Aid Society 54 Ellis Street NE Atlanta GA 30303 PC $1.5 million initiative to streamline and increase access to brief legal services for clients. 250000 Atlanta Ronald McDonald House Charities 795 Gatewood Road NE Atlanta GA 30329 PC $67 million campaign to construct Ronald McDonald House at Children's Healthcare of Atlanta's North Druid Hills campus. 10000000 Big Brothers Big Sisters of Metro Atlanta 680 Murphy Avenue SW Suite 1090 Atlanta GA 30310 PC Expansion of the Level Up mentoring program in metro Atlanta. Payable over two years. 300000 Crossroads Community Ministries PO Box 55397 Atlanta GA 30308 PC $1.2 million campaign to improve facilities for homeless services agency. 200000 Good Samaritan Health Center 1015 Donald Lee Hollowell Pkwy Atlanta GA 30318 PC $10 million capital and capacity-building campaign to expand community health services. 400000 Horizons Atlanta 177 North Avenue NW3rd Floor Suite 11 Atlanta GA 30332 PC Expansion of academic enrichment program. 500000 Inspiredu 1550 Southland Circle Suite 200 Atlanta GA 30318 PC Construction of the Volunteer and Training Center. 250000 redefinED Atlanta 830 Glenwood Ave SE Suite 510-224 Atlanta GA 30316 PC Support of a loan guarantee fund for charter school facilities in metro Atlanta. 1000000 The Salvation Army 1000 Center Place NW Norcross GA 30093 PC $35 million campaign to construct the Center of Hope and expand programs. 7000000 Wellspring Living 1040 Boulevard SE Suite M Atlanta GA 30312 PC $20 million campaign to develop facilities and programs that provide a comprehensive continuum of care for survivors of sex trafficking. 4200000 24445000 14 1730637 14 53689429 16 42750 18 31339136 0 86801952 0 86801952 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 16555 1324 15231 AV EQUIPMENT 2011-07-01 2519 2519 SL 5.000000000000 0 0 FURNITURE AND EQUIPMENT 2011-07-01 39675 39675 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2011-07-01 19220 14542 SL 15.000000000000 1281 0 ACADIA HEALTHCARE 153815 314073 ADOBE INC 364446 462962 ADVANCED MICRO DEVICES INC 157816 272709 AFFIRM HOLDINGS INC CL A 39690 97002 AGREE REALTY CORP REIT 299688 277232 ALLIENT INC 13 15 ALPHABET INC CL A 638149 2153601 AMAZON.COM INC 556608 2208448 AMPHENOL CORP 464203 587544 APPLE INC 652704 2032539 APTARGROUP INC 142610 203479 ARTISAN INTL VALUE FUND-INS 4996823 5483851 ASML HOLDING NV SPONS ADR 262950 478373 ATKORE INC 332405 439680 ATLANTIC UNION BANKSHARES CORP 321596 299336 ATLASSIAN CORPORATION CL A 477601 576811 AUO CORPORATION SPONS ADR 5 4 AURORA 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298902 271389 SCHNEIDER NATIONAL INC CL B 249021 255645 SERVICENOW INC 527652 844962 SILA NANOTECHN-CONV PFD SER F PP 21998 10809 SILICON LABORATORIES INC 181915 295623 SM ENERGY COMPANY 191823 163398 SNAP INC CL A 103951 173973 SPOTIFY TECHNOLOGY SA 246747 262886 STIFEL FINANCIAL CORPORATION 255190 300042 STRIPE INC-CL B 10230 14566 STRYKER CORPORATION 447286 707923 SUN COMMUNITIES INC REIT 254827 359118 SURGUTNEFTEGAZ PJSC SPONS PFD ADR 2669 0 TATNEFT PAO SPONS ADR 1597 0 TEXAS ROADHOUSE INC CL A 282724 541601 THE CIGNA GROUP 643602 936680 T-MOBILE US INC 598460 679799 TORO CO 225873 344604 TRADEWEB MARKETS INC CL A 164432 211660 UNITEDHEALTH GROUP INC 912092 1366190 VAIL RESORTS INC 211271 217099 VANGUARD INST INDEX-INST 7589500 8622224 VANGUARD INTL GROWTH-ADM 2158827 1688297 VANGUARD S&P 500 ETF 60314824 69348552 VANGUARD S/C VAL INDX-ADM 6516338 8896702 VANGUARD SMALL CAP GROWTH ETF 7644215 8174002 VANGUARD TOTAL BOND MARKET 4419008 4272740 VANGUARD VALUE ETF 13575414 16998001 VERICEL CORP 203480 195000 VERTEX PHARMACEUTICALS INC 110559 172521 VISA INC CL A 432377 882066 VOYA FINANCIAL INC 421430 529981 WAYMO LLC CONV PFD SER A2 UNITS PP 20608 13692 WINTRUST FINANCIAL CORP 288739 359128 ZEBRA TECHNOLOGIES CORP 206600 310229 AV EQUIPMENT 2519 2519 0 FURNITURE AND EQUIPMENT 39675 39675 0 LEASEHOLD IMPROVEMENTS 19220 15823 3397 457(b) PLAN 119478 137171 235577 BENEFIT PLANS 6479 7700 7700 COMPUTER 18164 1453 16711 OFFICE INSURANCE 7264 581 6683 SUPPLIES 806 64 742 ORGANIZATION DUES 10939 339 10600 POSTAGE 375 30 345 REPAIRS AND MAINTENANCE 2259 181 2078 FURNITURE AND EQUIPMENT 1246 100 1146 TELEPHONE 1357 108 1249 MISCELLANEOUS 935 78 857 COMMISSION 2250 2250 0 GAIN ON STOCK GRANTS 49928795 457(b) PLAN 331 331 BENEFIT PLANS 64 199 INVESTMENT FEES 293642 293642 0 BENEFIT CONSULTANTS 6381 510 5871 OTHER CONSULTANT 3000 3000 0 As of December 31, 2023 the Foundation owned 26,908,495 shares of The Coca-Cola Company common stock. These represent approximately .62% of the total 4.3 billion shares outstanding. 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. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 3.93%. The average monthly fair value of the shares based on the per-share price was $1,647,577,833 and the blockage discount was $64,749,809.$1,647,577,833 @ 3.93% = $64,749,809 EXCISE TAX 1252171 0 0