2025-05-14T09:16:24-05:00 2024-12-31 990PF 2024-01-01 586001954 Joseph B Whitehead Foundation JOSE 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 1925518175 X X 1391931 1391931 54843609 54843609 45000 45000 42750 209172037 246242752 206843443 265452577 263123983 460979 111494 349485 254705 11905 242801 159065 17313 141752 17518 1226 16292 317270 311054 6215 3705000 0 0 1281 90 56733 3971 52762 18428 6631 11797 360 25 335 47086 5061 42025 5038425 468770 863464 87085069 87085069 92123494 468770 87948533 173329083 262655213 5821 7550 7550 27679505 16395510 16395510 164300305 389561649 1906110461 71143 71143 71143 2700000 61414 59298 3397 2116 2116 144871 165284 302538 192205042 406203252 1925518175 530 843 530 843 X 192204512 406202409 192204512 406202409 192205042 406203252 192204512 173329083 40668814 406202409 0 406202409 PUBLICLY TRADED SECURITIES 246242752 37070715 209172037 2580000 251406 2328594 206843443 206843443 3650907 0 3650907 0 3650907 3729972 0 0 0 3729972 X 0 79065 79065 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 www.jbwhitehead.org Sara E Blalock Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 30303 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 88 E Jenner Wood III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair 3.00 35000 0 1085 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 25000 0 1085 Joseph A Arnold 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- elected 4/2/2024 1.00 18750 0 788 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President 8.00 218090 19544 1558 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 Vice President & Secretary 8.00 88816 18956 1409 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 8.00 75323 20808 1409 Elizabeth Smith 191 Peachtree St Suite 3540 Atlanta GA 30303 Grants Program Direc 8.00 41846 9667 324 Sarah Tablan 191 Peachtree St Suite 3540 Atlanta GA 30303 Controller 8.00 37234 12450 324 0 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 110301 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 106295 TRUIST 303 PEACHTREE ST ATLANTA GA 30308 INVESTMENT ADVISOR 85837 0 0 1906921628 207216 2974835 1910103679 63056055 0 1910103679 28651555 1881452124 94072606 94072606 3650907 3650907 90421699 0 90421699 0 90421699 87948533 0 87948533 90421699 73788450 0 0 87948533 73788450 0 0 14160083 0 0 0 0 0 0 0 0 76261616 0 0 0 Erik S Johnson 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. 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. 200000 Atlanta Community Food Bank 3400 North Desert Drive Atlanta GA 30344 PC $19.3 million campaign to expand food distribution capacity with capital and technology updates. 2000001 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. 300000 Boys & Girls Clubs of Metro Atlanta 2880 Dresden Drive Chamblee GA 30341 PC Operating support. 2000000 Children's Development Academy 89 Grove Way Roswell GA 30075 PC $1.2 million campaign to expand classrooms, update playgrounds, and develop a community room. 250000 Children's Healthcare of Atlanta 1575 Northeast Expressway NE Atlanta GA 30329 PC Implementation of the Marcus Autism Center's strategic plan to expand access to services and advance research on early brain development. 4000011 Communities in Schools of Atlanta 260 Peachtree Street Suite 750 Atlanta GA 30303 PC Expansion of dropout prevention program in Atlanta Public Schools. 230000 Communities in Schools of Georgia 565 Northside Drive SW Suite C-202 Atlanta GA 30310 PC Operating support for CISGA, which works to improve students' academic performance and reduce dropout rates. 800000 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 For the Joseph B. Whitehead Fund to support Achieve Atlanta, an initiative to improve the postsecondary success of students in Atlanta Public Schools. 20000039 Crossroads Community Ministries PO Box 55397 Atlanta GA 30308 PC $1.2 million campaign to improve facilities for homeless services agency. 200000 Friends of Disabled Adults and Children 4900 Lewis Road Tucker GA 30083 PC Support of facility improvements for organization providing home medical equipment for individuals with disabilities. 200000 Georgia CASA 104 Marietta St NW Suite 600 Atlanta GA 30303 PC Operating support ($500,000) and growth fund ($100,000) for organization providing advocates for children in foster care. 600000 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 Boulevard 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 57 Edgewood Ave SE 3rd Floor Atlanta GA 30302 PC Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy. 300000 Georgia State University Research Foundation 58 Edgewood Ave SE 3rd Floor Atlanta GA 30303 PC Expansion of ARCHI Community Resource Hubs to nine new sites to improve access to health and social services. 200000 Georgia Welcome Co-Op 2300 Henderson Mill Road NE Suite 200 Atlanta GA 30345 PC Capital and capacity-building support to strengthen collaborative resettlement services. 300000 Global Village Project PO Box 1548 Decatur GA 30031 PC $5.375 million campaign to establish a new campus for school serving girls. 750000 Good Samaritan Health Center 1015 Donald Lee Hollowell Pkwy Atlanta GA 303186653 PC $10 million capital and capacity-building campaign to expand community health services. 400000 Hillside 690 Courtenay Drive NE Atlanta GA 303063421 PC $9 million campaign to expand capacity, make campus improvements, and grow community programs. 2000000 Home of Hope at Gwinnett Children's Shelter PO Box 527 Buford GA 305150527 PC Roof replacement for shelter serving families in crisis. 192000 Horizons Atlanta 177 North Avenue NW 3rd 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 LaAmistad 3434 Roswell Road NW Atlanta GA 30305 PC Support of reading specialists, technology updates and Teen Center launch for afterschool program. 190000 Momentum Advisory Collective PO Box 131618 Dallas TX 75313 PC Establishment of Cafe Momentum Atlanta to serve justice-involved youth. 300000 Next Generation Men & Women 352 University Ave SW Unit W105 Atlanta GA 30310 PC Expansion of college and career readiness program in metro Atlanta. 200000 Nobis Works Inc 1480 Bells Ferry Road Marietta GA 300666014 PC $5.86 million campaign to construct a new education and training center to expand services for individuals with disabilities. 500000 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 Partnership Against Domestic Violence PO Box 170225 Atlanta GA 30317 PC $6 million campaign to establish a new emergency shelter in Fulton County for survivors of domestic violence. 1000000 Ser Familia 1000 Cobb Place Blvd Suite 170 Kennesaw GA 30144 PC $15.7 million campaign to establish a new headquarters in Cobb County for human services organization. 3000000 Star-C 1335 Canton Road Suite D Marietta GA 300660000 PC Support of transportation, technology and site improvements to expand programs to new apartment communities. 100000 Teach for America - Metro Atlanta 1360 Peachtree St NE Suite 1100 Atlanta GA 303093283 PC Support for the recruitment, training and placement of corps members in metro Atlanta schools. 500000 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 Salvation Army Georgia Divisional Headquarters 1000 Center Place NW Norcross GA 30093 PC $35 million campaign to construct the Center of Hope and expand programs. 7000000 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. 14723018 United Way of Greater Atlanta 40 Courtland Street NE Suite 300 Atlanta GA 30303 PC Priority initiatives of the Regional Commission on Homelessness. 5000000 Voices for Georgia's Children 75 Marietta Street NW Suite 401 Atlanta GA 303033068 PC Support of operations ($250,000) and the Georgia Statewide Afterschool Network ($100,000). 350000 Wellspring Living 3535 Peachtree Rd NE 320 Atlanta GA 30326 PC $25 million campaign to develop facilities and programs that provide a comprehensive continuum of care for survivors of trafficking. 4200000 87085069 Atlanta Community Food Bank 3400 North Desert Drive Atlanta GA 30344 PC $19.3 million campaign to expand food distribution capacity with capital and technology updates. 2000000 Communities in Schools of Atlanta 260 Peachtree Street Suite 750 Atlanta GA 30303 PC Expansion of dropout prevention program in Atlanta Public Schools. 230000 Georgia State University Research Foundation 58 Edgewood Ave SE 3rd Floor Atlanta GA 30303 PC Expansion of ARCHI Community Resource Hubs to nine new sites to improve access to health and social services. 200000 Grove Park Foundation 1566 Donald Lee Hollowell Pkwy Atlanta GA 30318 PC Construction of the Grove Park Performing and Cultural Arts Center as part of $20.4 million campaign to revitalize Grove Park. 500000 Junior Achievement of Georgia 275 Northside Drive NW Atlanta GA 30314 PF Establishment of the JA Discovery Center in Clayton County. 500000 Next Generation Men & Women 352 University Ave SW Unit W105 Atlanta GA 30310 PC Expansion of college and career readiness program in metro Atlanta. 150000 Raising Expectations PO Box 92814 Atlanta GA 30314 PF $4.9 million campaign to acquire and renovate a facility to expand academic enrichment program serving Westside students. 750000 4330000 14 1391931 14 54843609 16 42750 18 209172037 0 265450327 0 265450327 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 17518 1226 16292 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 15823 SL 15.000000000000 1281 0 ACADIA HEALTHCARE 122835 127395 ADOBE INC 329918 297046 ADVANCED MICRO DEVICES INC 197973 150625 AFFIRM HOLDINGS INC CL A 31505 63275 AGREE REALTY CORP REIT 236309 245589 ALLIENT INC 13 12 ALPHABET INC CL A 464420 2032893 AMAZON.COM INC 478153 2641894 AMPHENOL CORP 360597 563726 API GROUP CORP 337686 315349 APPLE INC 652704 2643684 APTARGROUP INC 113264 205016 ARGENX SE SPONS ADR 174586 256455 ARTISAN INTL VALUE FUND-INS 4784057 5345250 ASML HOLDING NV SPONS ADR 198640 211389 ATKORE INC 251118 173242 ATLANTIC UNION BANKSHARES CORP 256607 245084 ATLASSIAN CORPORATION CL A 282455 311040 AUO CORPORATION SPONS ADR 5 3 AURORA INNOVATION INC CL A 34931 78422 AZENTA INC 234719 225000 BECTON DICKINSON & CO 249756 232769 BIO RAD LABORATORIES CL A 249413 242769 BJ'S WHOLESALE CLUB HOLDINGS 168809 571572 BOEING CO 232189 245499 BOOKING HOLDINGS INC 258868 551495 BOOZ ALLEN HAMILTON HOLDING CL A 121790 280437 BRIGHT HORIZONS FAMILY SOLUTIONS 285513 307055 BURLINGTON STORES INC 202388 378560 CARTERS INC 115489 84482 CAVCO INDUSTRIES INC 180520 530121 CCC INTELLIGENT SOLUTIONS HLD 378640 385553 CHAMPIONX CORP 96261 120669 CHARLES SCHWAB CORP 188416 208042 CHART INDUSTRIES INC 228117 270802 CHIPOTLE MEXICAN GRILL INC 167363 258928 CHURCHILL DOWNS INC 199626 206586 COCA COLA CO 1949325 1448234592 COGNEX CORP 384088 271711 COLUMBUS MCKINNON CORP NY 284038 221355 COMFORT SYSTEMS USA INC 108768 585627 COUPANG INC CL A 219875 281036 CYBERARK SOFTWARE LTD/ISRAEL 276945 604001 DANAHER CORP 258189 241028 DODGE & COX INCOME FUND 37312539 37091689 DORMAN PRODUCTS 185190 335794 DYNATRACE INC 131647 155387 EAGLE MATERIALS INC 138646 402466 EASTERLY GOVERNMENT PROPERTIES REIT 240021 157438 EASTGROUP PPTYS INC REIT 224456 223884 ELEMENT SOLUTIONS INC 282579 370337 ENTEGRIS INC 168605 326700 ENTEGRIS INC 239920 226649 EQUIFAX INC 290223 287981 EXPONENT INC 138532 234244 FAIR ISAAC CORP 135798 246875 FED HERMES GOVT OBLIG-PREMIER #118 2330067 2330067 FEDERAL SIGNAL CORP 131507 406054 FISERV INC 547055 999779 FIVE BELOW 138715 161009 GATES INDUSTRIAL CORP PLC 309253 404591 GAZPROM PJSC-SPON ADR 3644 878 GENTHERM INC 218559 117300 GIBRALTAR INDUSTRIES INC 147758 201909 GLACIER BANCORP INC 160745 216097 GLOBANT SA 388573 363442 GLOBUS MEDICAL INC 273971 421077 GRAND CANYON EDUCATION INC 164210 230958 GROUP 1 AUTOMOTIVE INC 193147 275226 HALOZYME THERAPEUTICS INC 261212 266110 HEALTHPEAK PROPERTIES INC REIT 143503 117870 HEXCEL CORP 151794 181454 HOLOGIC INC 347379 340769 HOWMET AEROSPACE INC 167501 286221 HUBSPOT INC 242429 317030 IDACORP INC 225645 271670 IDEX CORP 392178 376094 INGERSOLL-RAND INC 158487 265048 INTEGER HOLDINGS CORPORATION 245818 429497 INTRA-CELLULAR THERAPIES INC 207820 330071 INTUIT INC 696970 1025712 INTUITIVE SURGICAL INC 339489 726568 ISHARES CORE S&P TTL US STK MKT ETF 165929923 180044720 ISHARES CORE US AGGREGATE BOND ETF 42057524 41471068 ITT INC 230295 364487 JAZZ PHARMACEUTICALS PLC 293876 259970 KINSALE CAPITAL GROUP INC 143022 432106 LANCASTER COLONY CORP 248357 263865 LEGEND BIOTECH CORP SPONS ADR 155167 88899 LIGAND PHARMACEUTICALS INC CONTRA 48 0 LIGAND PHARMACEUTICALS INC CONTRA 48 0 LILLY ELI & CO 365458 692484 LINCOLN ELEC HLDGS INC 177540 236587 LUKOIL PJSC SPONS ADR 8070 140 LULULEMON ATHLETICA INC 151495 181262 MACOM TECHNOLOGY SOLUTIONS HLDGS INC 147816 340624 MAGIC LEAP INC-CL A COM PPE 31358 0 MAGNOLIA OIL & GAS CORP CL A 207796 211729 MANHATTAN ASSOCS INC 259286 472380 MARKETAXESS HOLDINGS INC 150883 144440 MASTERCARD INC CL A 850618 1171618 MATADOR RESOURCES CO 219231 213057 MERCADOLIBRE INC 183718 187048 META PLATFORMS INC CL A 648159 1647625 MICROSOFT CORP 632663 3685175 MMC NORILSK NICKEL PJSC SPONS ADR 3386 0 MOBILE TELESYSTEMS PJSC SPONS ADR 3407 0 NATERA INC 98821 121416 NATIONAL STORAGE AFFILIATES REIT 199380 154218 NETFLIX INC 246115 578467 NEUBERGER BERMAN HIGH INCM BD-INS 7215243 6925549 NEUROCRINE BIOSCIENCES INC 232272 368414 NORDSON CORP 186363 324740 NURO INC CONV PFD SER C 36031 19706 NVIDIA CORP 425503 2908453 OVINTIV INC 278783 219632 PAYLOCITY HOLDING CORP 360539 347676 PENUMBRA 6910 6910 PERFORMANCE FOOD GROUP CO 258253 471958 PINNACLE FINANCIAL PARTNERS INC 246117 496453 PIPER SANDLER COS 167399 617897 POLARIS INC 249247 128608 PORTLAND GENERAL ELECTRIC CO 238191 225210 PROCORE TECHNOLOGIES INC 259819 283011 QUAKER CHEMICAL CORP 251930 227750 RAPPI INC SER E CVT PFD PP 30948 11298 RBC BEARINGS INC 198890 366746 ROSS STORES INC 238370 313129 RPM INTERNATIONAL INC 150558 358351 SCHLUMBERGER LTD 247550 176632 SCHNEIDER NATIONAL INC CL B 179025 210084 SERVICENOW INC 378642 674236 SHOPIFY INC CL A 252651 371411 SILA NANOTECHN-CONV PFD SER F PP 21998 10422 SILICON LABORATORIES INC 145244 220491 SIMPSON MANUFACTURING CO INC 164683 156046 SITEONE LANDSCAPE SUPPLY INC 269797 226908 SM ENERGY COMPANY 146049 124536 SONOVA HOLDING AG UNSPONS ADR 200861 184518 STIFEL FINANCIAL CORPORATION 193791 348367 STRYKER CORPORATION 309812 466265 SUN COMMUNITIES INC REIT 206793 258975 SURGUTNEFTEGAZ PJSC SPONS PFD ADR 2669 0 TANDEM DIABETES CARE INC 284974 277174 TATNEFT PAO SPONS ADR 1597 0 TEXAS ROADHOUSE INC CL A 201822 574850 THE CIGNA GROUP 394143 447899 TORO CO 172622 218673 TRADEWEB MARKETS INC CL A 100603 159853 TRI POINTE HOMES INC 124099 121145 UNITEDHEALTH GROUP INC 747725 791165 VAIL RESORTS INC 168518 151085 VANGUARD INDEX FD MID-CAP ETF 6591014 7133887 VANGUARD INTL GROWTH-ADM 6108173 5379742 VANGUARD S&P 500 ETF 60314824 85544170 VANGUARD S/C VAL INDX-ADM 4610827 7151251 VANGUARD SMALL CAP GROWTH ETF 6927478 8580758 VANGUARD VALUE ETF 9669209 13849079 VERICEL CORP 158174 239243 VISA INC CL A 423938 783463 VOYA FINANCIAL INC 327163 395497 WAYMO LLC CONV PFD SER A2 UNITS PP 20608 19272 WINTRUST FINANCIAL CORP 216196 363031 ZEBRA TECHNOLOGIES CORP 181085 346434 AV EQUIPMENT 2519 2519 0 FURNITURE AND EQUIPMENT 39675 39675 0 LEASEHOLD IMPROVEMENTS 19220 17104 2116 457(b) PLAN 137171 156315 293569 BENEFIT PLANS 7700 8969 8969 COMPUTER 17541 1228 16313 OFFICE INSURANCE 9343 654 8689 SUPPLIES 823 58 765 ORGANIZATION DUES 11390 470 10920 POSTAGE 275 19 256 REPAIRS AND MAINTENANCE 1306 92 1214 FURNITURE AND EQUIPMENT 1240 87 1153 TELEPHONE 2177 152 2025 MISCELLANEOUS 741 51 690 COMMISSION 2250 2250 0 GAIN ON STOCK GRANTS 40668814 457(b) PLAN 331 331 BENEFIT PLANS 199 512 INVESTMENT FEES 308087 308087 0 BENEFIT CONSULTANTS 6683 467 6215 OTHER CONSULTANT 2500 2500 0 As of December 31, 2024 the Foundation owned 23,261,076 shares of The Coca-Cola Company common stock. These represent approximately .54% of the total 4.3 billion shares outstanding and 167% 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. 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 $1,604,479,767 and the blockage discount was $63,056,055.$1,604,479,767 @ 3.93% = $63,056,055 EXCISE TAX 3705000 0 0