SPANX BY SARA BLAKELY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SPANX BY SARA BLAKELY FOUNDATION INC (EIN 20-5088833)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349109561
Schema version: 2021v4.2
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T17:30:01-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134008324	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1075 PEACHTREE STREET NE SUITE 2600	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30309	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205088833	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SARA BLAKELY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SARA	BusinessNameControlTxt
Phone	7045170949	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 550829	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30355	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARA BLAKELY	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	7045170949	PhoneNum
Signature	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SARA	PersonFirstNm
Person Last	BLAKELY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD S WAGMAN	PreparerPersonNm
PTIN	P00300566	PTIN
Phone	6784191000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$33,144,715	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$10,001,979	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$412,045	InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss	$58,359	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$489,249	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,976,945	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$25,270,094	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,934,677	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$3,981	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$16,449,328	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,419,945	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$20,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$20,000	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$531	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$531	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Net Invst Incm	$100,638	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$83,985	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$15,438	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$258,988	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$101,671	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$156,851	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$363,504	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$218,278	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$176,851	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$654,999	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$654,999	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,018,503	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$218,278	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$831,850	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$15,430,825	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,201,667	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$708,981	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$476,402	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$476,402	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$10,588,402	CorporateStockBOYAmt
Corporate Stock EOY	$22,349,685	CorporateStockEOYAmt
Corporate Stock EOYFMV	$25,825,683	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,155,281	CorporateBondsBOYAmt
Corporate Bonds EOY	$6,460,122	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$6,520,095	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,941,618	OtherInvestmentsBOYAmt
Other Investments EOY	$322,535	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$322,535	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$16,394,282	TotalAssetsBOYAmt
Total Assets EOY	$29,608,744	TotalAssetsEOYAmt
Total Assets EOYFMV	$33,144,715	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$18,725	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$18,725	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$21,803,043	CapitalStockBOYAmt
Capital Stock EOY	$16,375,557	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$5,427,486	RetainedEarningBOYAmt
Retained Earning EOY	$13,233,187	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,375,557	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$29,608,744	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,394,282	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$29,608,744	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,375,557	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$15,430,825	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$31,806,382	SubtotalAmt
Other Decreases	$2,197,638	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$29,608,744	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
TOTAL CAPITAL GAIN DISTRIBUTION	P	2020-01-01	2021-12-31	$123,544	$123,544	$123,544
BROKERAGE GAINS & K-1 GAIN/LOSSES	P	2020-01-01	2021-12-31	$25,270,094	$5,811,133	$5,811,133	$19,458,961

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,934,677	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$86,203	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$86,203	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$86,203	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$86,473	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$40,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$126,473	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$40,270	OverpaymentAmt
Applied To ES Tax	$40,270	AppliedToESTaxAmt
Refund	$0	RefundAmt

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.SARABLAKELYFOUNDATION.COM	WebsiteAddressTxt
Individual With Books	MADELINE BROUGHTON	IndividualWithBooksNm
Phone	7045170949	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3035 PEACHTREE ROAD NE SUITE 200	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30305	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	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
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 (5 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
SARA BLAKELY
3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	DIRECTOR & PRESIDENT	1.00	$0	$0	$0
JOHN BLAKELY
3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	DIRECTOR & VICE PRESIDENT	0.01	$0	$0	$0
EMILY LUKE
3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	CFO	2.00	$0	$0	$0
MICHELLE WOO
3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	EXECUTIVE DIRECTOR	35.00	$0	$0	$0
BASSIMA MROUE
3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	DIRECTOR	0.01	$0	$0	$0

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
WELLS FARGO
420 MONTGOMERY STREET	SAN FRANCISCO	CA	94104	INVESTMENT MANAGER	$50,369
THE NORTHERN TRUST COMPANY
PO BOX 803878	CHICAGO	IL	60680	INVESTMENT MANAGER	$50,269

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	IN 2021, THE SARA BLAKELY FOUNDATION CONTINUED TO PURSUE ITS MISSION TO ELEVATE HIGH SCHOOL WOMEN THROUGH THE DEVELOPMENT OF AN EDUCATIONAL PROGRAM. RESOURCES WERE DEDICATED TO THIS END THROUGH THE SERVICES OF A WEB DEVELOPMENT AGENCY SERVICING THE BACK-END PROGRAMMING, AND THROUGH THE CONSULTING SERVICES OF AN EDUCATION SPECIALIST WHO CONDUCTED INDUSTRY RESEARCH, AND PROVIDED A REVIEW AND RECOMMENDATION OF THE PROGRAM'S CONTENT.	Description1Txt
Expenses1	$69,527	Expenses1Amt
Description2	IN 2021, THE SARA BLAKELY FOUNDATION CONTINUED TO PURSUE ITS MISSION TO ELEVATE WOMEN BY BEGINNING EARLY DEVELOPMENT OF A DOCUSERIES FOCUSED ON THE FOUNDATION'S MISSION AND GRANTEES.	Description2Txt
Expenses2	$87,323	Expenses2Amt
Expenses3	$0	Expenses3Amt

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	$21,697,137	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,696,491	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,393,628	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$23,393,628	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$350,904	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$23,042,724	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,152,136	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,152,136	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$86,203	TaxBasedOnInvestmentIncomeAmt
Total Tax	$86,203	TotalTaxAmt
Distributable Before Adj	$1,065,933	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,065,933	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,065,933	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$831,850	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$831,850	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,065,933	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$4,278,812	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,278,812	TotalExcessDistributionCyovAmt
Qualifying Distributions	$831,850	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$831,850	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$234,083	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$234,083	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,044,729	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,044,729	ExcessDistriCyovToNextYrAmt
Excess From Year1	$4,044,729	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SARA BLAKELY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
3DE NATIONAL LLC
275 NORTHSIDE DRIVE NW	ATLANTA	GA	30314	501(C)(3)	CURRICULUM DEVELOPMENT	$200,000
VITAL VOICES GLOBAL PARTNERSHIP INC
1625 MASSACHUSETTS AVE NW SUITE 300	WASHINGTON	DC	20036	501(C)(3)	SARA BLAKELY CENTER FOR ENTREPREUERSHIP	$50,000
LEE INITIATIVE INC
6010 W MAGNOLIA AVENUE	LOUISVILLE	KY	40208	501(C)(3)	DIRECT GRANTS TO RESTAURANT OWNERS BY SOUTHERN RESTAURANTS FOR RACIAL JUSTICE	$33,333
PARADISE ATLANTA WESTSIDE ENRICHMENT CENTER INC
PO BOX 20468	ATLANTA	GA	30325	501(C)(3)	GENERAL	$33,333
BLKHLTH INC
6070 EMERALD POINTE CIRCLE	COLLEGE PARK	GA	30349	501(C)(3)	GENERAL	$33,333
THE CENTER FOR CIVIC INNOVATION
115 MARTIN LUTHER KING JR DRIVE SW	ATLANTA	GA	30303	501(C)(3)	1/2 GENERAL, 1/2 FOLLOW-ON INVESTMENTS VIA INVEST ATLANTA	$100,000
THE COMMUNITY FOUNDATION OF GREATER ATLANTA
191 PEACHTREE STREET NE SUITE 1000	ATLANTA	GA	30303	501(C)(3)	GENERAL	$205,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$654,999	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$412,045	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$58,359	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,976,944	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,447,348	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,447,348	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
SARA BLAKELY
1	3035 PEACHTREE RD NE STE 200	ATLANTA	GA	30305	$9,996,979	Yes (X)	Yes (X)
ILS ADVISORY SERVICES LLC
2	414 UNION ST STE 1900	NASHVILLE	TN	37219	$5,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	VARIOUS PUBLICLY TRADED SECURITIES AND $2,500 CASH.	NoncashPropertyDesc
Fair Market Value	$9,996,979	FairMarketValueAmt
Received	2021-12-30	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$531	Amt
Net Investment Income	$531	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	WELLS FARGO	BondNm
EOY Book Value	$6,460,122	EOYBookValueAmt
EOYFMV	$6,520,095	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	WELLS FARGO	StockNm
EOY Book Value	$22,349,685	EOYBookValueAmt
EOYFMV	$25,825,683	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
WELLS FARGO	AT COST	$32,574	$32,574
PROGRAM RELATED INVESTMENT - CLARKSTON FILMS	AT COST	$9,961	$9,961
PROGRAM RELATED INVESTMENT - MRI	AT COST	$280,000	$280,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$20,000	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$20,000	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/LOSS	Desc
Amt	$2,197,638	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$99,217	$99,217	$0	$0
PROGRAM EXPENSES	$156,851	$0	$0	$156,851
DUES AND SUBSCRIPTIONS	$2,454	$2,454	$0	$0
PENALTIES & INTEREST	$466	$0	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$0	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$3,981	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	ACCOUNTS PAYABLE	Desc
BOY Book Value	$18,725	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$83,985	$0	$0	$0
FOREIGN TAXES PAID	$0	$15,438	$0	$0