ROBERT W WOODRUFF FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W WOODRUFF FOUNDATION INC (EIN 58-1695425)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102421
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:03:51-05:00 | 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 | 581695425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert W Woodruff Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | 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 | $4,621,824,473 | 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 | $9,086,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,086,443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,692,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,692,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $514,603,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,289,278,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $514,603,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $632,382,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $632,382,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,061,749 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $238,391 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $823,358 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $492,751 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $29,185 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $463,566 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $368,244 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,437 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $330,807 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,803 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,576,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,564,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,303 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,352,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,040 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $364 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $114,124 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,271 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $103,853 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,441 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,050 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $690 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $62 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $628 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,905 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,188,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,907,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,924,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,310,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,310,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,498,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,907,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,234,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $431,884,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,474,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,417 | CashBOYAmt |
| Cash EOY | $9,853 | CashEOYAmt |
| Cash EOYFMV | $9,853 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,501,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,189,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,189,873 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $55,638,139 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,398,717 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $72,532,812 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $855,632,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,447,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,480,801,471 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $361,930,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $94,667,608 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $95,897,609 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,640,317,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,904,297,540 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,046,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $682,720 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,364,215 | LandBOYAmt |
| Land EOY | $21,363,280 | LandEOYAmt |
| Land EOYFMV | $30,249,301 | LandEOYFMVAmt |
| Other Assets BOY | $398,911 | OtherAssetsBOYAmt |
| Other Assets EOY | $418,956 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $846,014 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,346,471,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,897,813,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,621,824,473 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,608 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,815 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,815 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,346,469,366 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,897,805,513 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,346,469,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,805,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,346,471,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,897,813,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,346,469,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $431,884,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119,452,093 | OtherIncreasesAmt |
| Subtotal | $1,897,805,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,805,513 | 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 | $1,289,278,339 | GrossSalesPriceAmt |
| Cost Or Other Basis | $774,675,230 | CostOrOtherBasisAmt |
| Gain Or Loss | $514,603,109 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $514,603,109 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $514,603,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,763,598 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,763,598 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,763,598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,390,007 | 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 | $6,390,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,373,591 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.woodruff.org | WebsiteAddressTxt |
| Individual With Books | Sara E Blalock Secretary | IndividualWithBooksNm |
| 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 | 303031799 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | 4.00 | $35,000 | $0 | $1,613 |
| Lawrence L Gellerstedt III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $35,000 | $0 | $1,613 |
| David P Stockert | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 2.00 | $45,000 | $0 | $1,613 |
| Joseph A Arnold | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $35,000 | $0 | $1,613 |
| P Russell Hardin | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee - elected 2/1/2025 | 1.00 | $32,083 | $0 | $1,479 |
| P Russell Hardin | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - retired 1/31/2025 | 17.00 | $457,277 | $6,521 | $215 |
| Erik S Johnson | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - elected 2/1/2025 | 17.00 | $206,438 | $43,407 | $2,555 |
| Eli P Niepoky | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Treasurer | 17.00 | $155,587 | $43,529 | $2,221 |
| Sara E Blalock | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Secretary - elected 2/1/2025 | 17.00 | $106,312 | $31,104 | $2,221 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Sarah Tablan | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Controller | 17.00 | $83,701 | $27,091 | $608 |
| Elizabeth Smith | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Grants Program Direc | 17.00 | $85,049 | $20,893 | $608 |
| Carrie Conway | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Senior Program Offic | 17.00 | $64,799 | $30,412 | $608 |
| Dahlia Brown | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Program Officer | 17.00 | $49,951 | $20,084 | $608 |
| Stephanie Gaines | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Executive Assistant | 17.00 | $38,475 | $25,013 | $608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUIST | |||||
| 303 PEACHTREE ST | ATLANTA | GA | 30308 | INVESTMENT ADVISOR | $479,295 |
| T ROWE PRICE ASSOCIATES | |||||
| PO BOX 64043 | BALTIMORE | MD | 21264 | INVESTMENT MANAGER | $476,576 |
| GANNETT WELSH & KOTLER LLC | |||||
| 222 BERKELEY STREET 15TH FLOOR | BOSTON | MA | 02116 | INVESTMENT MANAGER | $333,641 |
| MERGANSER | |||||
| 99 HIGH ST | BOSTON | MA | 02110 | INVESTMENT MANAGER | $272,340 |
| 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 | $4,462,757,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $779,327 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,463,728,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $63,159,679 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,463,728,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,955,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,396,772,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,838,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,838,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,763,598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,763,598 | TotalTaxAmt |
| Distributable Before Adj | $211,075,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $211,075,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $211,075,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,234,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,234,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,075,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $188,948,470 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,234,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $188,948,470 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,285,945 | 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 | $207,789,094 | 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 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Grant applications are considered in April and November for requests received by Feb. 1 and Aug. 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants generally are limited to tax-exempt charities and selected governmental agencies located and operating in Georgia, with most grants awarded to organizations in Atlanta. Grants to qualified public charities headquartered outside Georgia occasionally are considered when it is demonstrated that the proposed project will have particular impact in Georgia and fits within the program interests of the Foundation. These interests are focused on the following program areas: - Elementary, secondary and higher education - Health care and education - Human services, particularly for children and youth - Economic development and civic affairs - Art and cultural activities - Conservation of natural resources and environmental education. Grants for regular operating expenses are avoided. No grants are made to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Atlanta Area Council Scouting America | ||||||
| 1800 Circle 75 Parkway | Atlanta | GA | 30339 | PC | $49.1 million campaign to develop Woodruff Scout Camp into a premier destination. | $15,500,000 |
| Atlanta Beltline Partnership | ||||||
| 970 Jefferson Street NW Suite 4 | Atlanta | GA | 30318 | PC | Completion of the 22-mile trail corridor loop ($75 million) and support for the Legacy Resident Retention Program ($2.5 million) and Partnership operations ($2.5 million). | $12,310,068 |
| Atlanta Fulton County Zoo | ||||||
| 800 Cherokee Avenue SE | Atlanta | GA | 30315 | PC | Renovation of giant panda habitat to meet conservation standards and enhance guests' experience. | $6,000,000 |
| Candid | ||||||
| 32 Old Slip | New York | NY | 10005 | PC | Support of Candid's Atlanta office. | $100,000 |
| Capacity Inc | ||||||
| 84 Walton Street NW | Atlanta | GA | 30303 | PC | Support of streetscape improvements in downtown Atlanta. | $775,000 |
| Chastain Park Conservancy | ||||||
| 4001 Powers Ferry Road NW | Atlanta | GA | 30342 | PC | Development of Northside Youth Organization facilities. | $1,000,000 |
| Chattahoochee Nature Center | ||||||
| PO Box 769769 | Roswell | GA | 30076 | PC | $9.8 million campaign for capital improvements to expand environmental education programs. | $1,000,000 |
| Community Foundation for Greater Atlanta | ||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | PC | Development of Georgia State University's Panther Quad and associated improvements from 100 Edgewood to Woodruff Park. | $20,000,052 |
| Dunwoody Nature Center | ||||||
| 5343 Roberts Drive | Dunwoody | GA | 30338 | PC | $2.5 million campaign to construct the Wildcat Creek Learning Lab. | $225,000 |
| Emory University | ||||||
| 201 Dowman Drive | Atlanta | GA | 30322 | PC | Support of the Rollins Epidemiology Fellowship program. | $2,000,000 |
| Emory University | ||||||
| 201 Dowman Drive | Atlanta | GA | 30322 | PC | Support to expand the nurse residency program at Emory Healthcare ($5 million) and pilot a nurse fellowship program at Emory's Nell Hodgson Woodruff School of Nursing ($3.5 million). | $2,000,000 |
| Emory University | ||||||
| 201 Dowman Drive | Atlanta | GA | 30322 | PC | Acquisition of the former Children's Healthcare of Atlanta at Egleston campus. | $90,000,025 |
| Fernbank Inc | ||||||
| 767 Clifton Road NE | Atlanta | GA | 303071221 | PC | Construction of new exhibits, galleries and accessibility projects as part of $25 million campaign. | $4,000,000 |
| Furkids | ||||||
| 5235 Union Hill Road | Cumming | GA | 30040 | PC | $14.5 million campaign to complete shelters for animal rescue organization. | $500,000 |
| Georgia Center for Nonprofits | ||||||
| 881 Memorial Drive SE Unit 1001 | Atlanta | GA | 30316 | PC | Support of operations ($350,000) and Future Forward projects ($75,000) to stabilize and strengthen nonprofits in Georgia. | $425,000 |
| Georgia Cities Foundation | ||||||
| 201 Pryor Street SW | Atlanta | GA | 30303 | PC | Support of a revolving loan fund for downtown development projects in small Georgia cities. | $2,500,000 |
| Georgia Council on Economic Education | ||||||
| 75 Piedmont Avenue NE Suite 700 | Atlanta | GA | 30303 | PC | Support of programs to strengthen K-12 economics education in Georgia. | $200,000 |
| Georgia Press Educational Foundation | ||||||
| PO Box 4003 | Marietta | GA | 30061 | PC | Support of the Capitol Beat news service bureau to provide coverage of state government. | $75,000 |
| Greater Atlanta Chamber Foundation | ||||||
| 191 Peachtree Street NE Suite 3400 | Atlanta | GA | 30303 | PC | Support of Downtown Reimagined initiative. | $1,000,000 |
| Henry J Kaiser Family Foundation | ||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Support of KFF Health News' Southern bureau to increase reporting in Georgia. | $350,000 |
| Ichauway Incorporated | ||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | PC | 2025 capital and operating needs. | $13,100,000 |
| National Center for Civil and Human Rights | ||||||
| 250 Williams Street Suite 2322 | Atlanta | GA | 30303 | PC | Support of marketing and communications to promote the expanded museum. | $750,000 |
| National Center for Civil and Human Rights | ||||||
| 250 Williams Street Suite 2322 | Atlanta | GA | 30303 | PC | Campaign to expand the museum with two new wings. | $8,500,000 |
| National Infantry Museum Foundation | ||||||
| 1775 Legacy Way | Columbus | GA | 31903 | PC | Support of technology upgrades to enhance visitors' experience as part of $15 million campaign. | $1,000,000 |
| Park Pride | ||||||
| PO Box 4936 | Atlanta | GA | 30302 | PC | Support of the Legacy Grant Program to provide grants for park improvement projects. | $2,000,000 |
| The Conservation Fund | ||||||
| 1655 Fort Myer Drive | Arlington | VA | 22209 | PC | Acquisition of 7,764-acre Twin Pines property adjacent to the Okefenokee Swamp. | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,310,145 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Atlanta Area Council Scouting America | ||||||
| 1800 Circle 75 Parkway | Atlanta | GA | 30339 | PC | $49.1 million campaign to develop Woodruff Scout Camp into a premier destination. | $13,000,000 |
| Augusta University | ||||||
| 1120 15th Street | Augusta | GA | 30912 | PC | $146 million campaign to construct the Translational Research Building. | $8,000,000 |
| Capacity Inc | ||||||
| 84 Walton Street NW | Atlanta | GA | 30303 | PC | Support of streetscape improvements to downtown Atlanta. | $250,000 |
| Chastain Park Conservancy | ||||||
| 4001 Powers Ferry Road NW | Atlanta | GA | 30342 | PC | Development of Chastain Park greenspace. | $1,500,000 |
| Chattahoochee Nature Center | ||||||
| PO Box 769769 | Roswell | GA | 30076 | PC | $9.8 million campaign for capital improvements to expand environmental education programs. | $1,500,000 |
| Georgia Press Educational Foundation | ||||||
| PO Box 4003 | Marietta | GA | 30061 | PC | Support of the Capitol Beat news service bureau to provide coverage of state government. | $75,000 |
| Henry J Kaiser Family Foundation | ||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Support of KFF Health News' Southern bureau to increase reporting in Georgia. | $350,000 |
| Ichauway Incorporated | ||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | PC | 2026 capital and operating needs. | $13,700,000 |
| Mercer University | ||||||
| 1501 Mercer University Drive | Macon | GA | 31207 | PC | $75 million campaign to relocate the School of Medicine to a new facility in downtown Macon. | $25,000,000 |
| Park Pride | ||||||
| PO Box 4936 | Atlanta | GA | 30302 | PC | Support of the Legacy Grant Program to provide grants for park improvement projects. | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $65,375,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,086,443 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,692,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $514,603,109 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ICHAUWAY, INC. RENT | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $632,382,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $632,382,206 | 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 | $35,106 | $3,160 | $31,946 |
| OTHER ACCOUNTING FEES | $8,634 | $777 | $7,857 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| AV EQUIPMENT | 2011-07-01 | $7,988 | $7,988 | SL | 5.000000000000 | $0 | $0 | |
| FURNITURE & EQUIPMENT | 2011-07-01 | $124,516 | $124,516 | SL | 7.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2011-07-01 | $60,601 | $53,917 | SL | 15.000000000000 | $4,040 | $0 | |
| LAND AND BUILDINGS-BAKER CO., GA. | 1990-03-01 | $21,849,790 | $492,259 | $0 | $0 | 0.000000000000 | ||
| FURNITURE & EQUIPMENT | 2026-10-01 | $102 | SL | 7.000000000000 | $0 | $0 | ||
| LEASEHOLD IMPROVEMENTS | 2026-10-01 | $3,003 | SL | 15.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 2021-12-07 | $11,200,000 | For 2022 capital and operating needs. Grant was paid in four installments in 2022. Expenditures totaled $10,330,642 in 2022 and $869,358 in 2023. | $11,200,000 | Grantee did not divert any part of the funds from the purpose of the grant. | 12/13/22; 4/4/23; 11/29/23; 4/2/24; 12/6/24; 4/1/25; 11/20/25 | Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. |
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 2021-12-07 | $17,585,000 | For implementation of a master facilities plan. Grant was paid in six installments between 2021 and 2023 as grantee completed construction. Expenditures totaled $14,736,625 in 2022 and $2,848,375 in 2023. | $17,585,000 | Grantee did not divert any part of the funds from the purpose of the grant. | 4/5/22; 12/13/22; 4/4/23; 11/29/23; 4/2/24; 12/6/24; 4/1/25; 11/20/25 | Grantee used the grant for capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. |
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 2022-12-16 | $12,000,000 | For 2023 capital and operating needs. Grant was paid in four installments in 2023. Expenditures totaled $11,897,424 in 2023 and $102,576 in 2024. | $12,000,000 | Grantee did not divert any part of the funds from the purpose of the grant. | 4/4/23; 11/29/23; 4/2/24; 12/6/24; 4/1/25; 11/20/25 | Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. |
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 2023-12-11 | $12,600,000 | For 2024 capital and operating needs. Grant was paid in four installments in 2024. Amounts were fully expended by grantee during 2024. | $12,600,000 | Grantee did not divert any part of the funds from the purpose of the grant. | 4/2/24; 12/6/24; 4/1/25; 11/20/25 | Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. |
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 2024-12-16 | $13,100,000 | For 2025 capital and operating needs. Grant was paid in four installments in 2025. | $12,899,009 | Grantee did not divert any part of the funds from the purpose of the grant. | 4/1/25; 11/20/25 | Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $94,667,608 | EOYBookValueAmt |
| EOYFMV | $95,897,609 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $32,447,391 | EOYBookValueAmt |
| EOYFMV | $2,480,801,471 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $71,398,717 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $72,532,812 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUND | AT COST | $7,918,320 | $7,918,320 |
| ISHARES CORE MSCI DEV MKTS | AT COST | $104,140,186 | $104,693,761 |
| ISHARES CORE MSCI EMERGING MKTS ETF | AT COST | $37,192,869 | $37,254,063 |
| ISHARES CORE S&P TTL US STK MKT ETF | AT COST | $478,978,472 | $572,642,511 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $240,048,167 | $241,616,911 |
| VANGUARD S&P 500 ETF | AT COST | $772,039,636 | $940,171,974 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AV EQUIPMENT | $7,988 | $7,988 | $0 |
| FURNITURE & EQUIPMENT | $124,516 | $124,516 | $0 |
| LEASEHOLD IMPROVEMENTS | $60,601 | $57,957 | $2,644 |
| LAND AND BUILDINGS-BAKER CO., GA. | $21,849,790 | $492,259 | $21,357,531 |
| FURNITURE & EQUIPMENT | $102 | $0 | $102 |
| LEASEHOLD IMPROVEMENTS | $3,003 | $0 | $3,003 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457(b) PLAN | $379,989 | $400,234 | $827,292 |
| BENEFIT PLANS | $18,922 | $18,722 | $18,722 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $52,192 | $4,697 | $47,495 |
| OFFICE INSURANCE | $16,325 | $1,469 | $14,856 |
| SUPPLIES | $1,662 | $150 | $1,512 |
| ORGANIZATION DUES | $47,178 | $928 | $46,250 |
| POSTAGE | $622 | $56 | $566 |
| REPAIRS & MAINTENANCE | $5,566 | $501 | $5,065 |
| FURNITURE & EQUIPMENT | $2,275 | $205 | $2,070 |
| TELEPHONE | $4,102 | $369 | $3,733 |
| MISCELLANEOUS | $5,885 | $530 | $5,355 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ICHAUWAY, INC. RENT | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on stock grants | Desc |
| Amt | $119,452,093 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 457(b) PLAN | $1,540 | $6,802 |
| BENEFIT PLANS | $1,068 | $1,013 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,563,352 | $1,563,352 | $0 |
| BENEFIT CONSULTANTS | $13,519 | $1,216 | $12,303 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | As of December 31, 2025, the Foundation owned 35,479,527 shares of The Coca-Cola Company common stock. These represent approximately .83% of the total 4.3 billion shares outstanding and 203% 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 2.36%. The average monthly fair value of the shares based on the per-share price was $2,676,257,583 and the blockage discount was $63,159,679.$2,676,257,583 @ 2.36% = $63,159,679 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,352,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ICHAUWAY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3988 JONES CENTER DR | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 39870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581824778 | EIN |
| Desc | RENT | Desc |
| Amt | $13,100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ICHAUWAY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3988 JONES CENTER DR | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 39870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581824778 | EIN |
| Desc | CASH GRANTS | Desc |
| Amt | $13,100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,100,000 | TotalAmt |