LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW: Form 990, tax year 2025
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- Organization
- LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW (EIN 23-7282939)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349305361
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:19:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237282939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lettie Pate Evans Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | Restricted u/w of Lettie Pate Evans | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LETT | BusinessNameControlTxt |
| Phone | 4045226755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree Street NE 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303031799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erik S Johnson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4045226755 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Erik S Johnson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree St NE 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,439,970,128 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lpevans.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | To provide to certain named beneficiaries annual monetary support designated by amount or percentage in the will of Lettie Pate Evans, deceased. To date, beneficiaries of the Lettie Pate Evans Restricted Fund have collectively received more than $2 billion in distributions since the Fund's inception. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $641,256,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $665,581,251 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $641,256,932 | PYTotalRevenueAmt |
| CY Total Revenue | $665,581,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $134,382,424 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $139,348,817 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,160,871 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,356,048 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,740,474 | PYOtherExpensesAmt |
| CY Other Expenses | $3,288,218 | CYOtherExpensesAmt |
| PY Total Expenses | $138,283,769 | PYTotalExpensesAmt |
| CY Total Expenses | $143,993,083 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $502,973,163 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $521,588,168 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,254,242,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,532,259,056 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,790,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,836,467 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,223,452,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,500,422,589 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide to certain named beneficiaries annual monetary support designated by amount or percentage in the will of Lettie Pate Evans, deceased. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $112,163,737 | ExpenseAmt |
| Grant | $111,471,614 | GrantAmt |
| Desc | Grants for Education. Grants were awarded to seven schools in Georgia and Virginia according to the terms of the will that created the Restricted Fund, including Berry College, Episcopal High School in Virginia, Georgia Institute of Technology, Protestant Episcopal Theological Seminary, Tallulah Falls School, Washington and Lee University and The William and Mary Foundation. The governing boards of those recipient schools have full discretion to allocate grant funds. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,030,701 | ExpenseAmt |
| Grant | $20,900,928 | GrantAmt |
| Desc | Grants for Health. Grants were awarded to Children's Healthcare of Atlanta and Bath County Community Hospital in Hot Springs, Virginia according to the terms of the will that created the Restricted Fund. Funds received by Emory University are used to maintain a surgical pavilion at Emory Hospital. The governing boards of the other hospitals have full discretion to allocate grant funds. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,010,535 | ExpenseAmt |
| Grant | $6,967,276 | GrantAmt |
| Desc | Grants for Cultural Activities. Grants were awarded to the Virginia Museum of Fine Arts and the Trustees of Old Customs House in Yorktown, Virginia according to the terms of the will that created the Restricted Fund. The governing boards of those institutions have full discretion to allocate grant funds. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $6,037 | $6,000 | Grants for Religion. One grant was awarded to Bruton Parish Church Endowment Fund in Williamsburg, Virginia according to the terms of the will that created the Restricted Fund. The church's governing board has full discretion to allocate grant funds. |
| $3,019 | $3,000 | Grants for Child Welfare. One grant was awarded to Boys' Home in Covington, Virginia according to the terms of the will that created the Restricted Fund. The Boys' Home governing board has full discretion to allocate grant funds. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,056 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $9,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $140,214,029 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sara E Blalock Secretary | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045226755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree Street NE Suite 3540 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| E JENNER WOOD III | ||||||||
| TRUSTEE CHAIR | 3.00 | 11.00 | Yes (X) | $18,750 | $76,250 | $0 | ||
| LAWRENCE L GELLERSTEDT III | ||||||||
| TRUSTEE VICE CHAIR | 2.00 | 5.00 | Yes (X) | $26,250 | $68,750 | $0 | ||
| DAVID P STOCKERT | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $18,750 | $51,250 | $0 | ||
| LYONS GRAY | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $18,750 | $6,250 | $0 | ||
| LIZANNE THOMAS | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $18,750 | $6,250 | $0 | ||
| P RUSSELL HARDIN | ||||||||
| PRESIDENT - RETIRED 1/31/2025 | 11.00 | 33.00 | $324,711 | $770,027 | $10,955 | Yes (X) | ||
| ERIK S JOHNSON | ||||||||
| PRESIDENT - ELECTED 2/1/2025 | 11.00 | 33.00 | $155,912 | $348,559 | $81,452 | Yes (X) | ||
| ELI P NIEPOKY | ||||||||
| TREASURER | 11.00 | 33.00 | $118,816 | $265,624 | $82,377 | Yes (X) | ||
| SARA E BLALOCK | ||||||||
| SECRETARY - ELECTED 2/1/2025 | 11.00 | 33.00 | $77,504 | $173,267 | $71,213 | Yes (X) | ||
| ELIZABETH A SMITH | ||||||||
| GRANTS PROGRAM DIRECTOR | 11.00 | 28.00 | $65,967 | $147,476 | $34,663 | Yes (X) | ||
| SARAH TABLAN | ||||||||
| CONTROLLER | 11.00 | 28.00 | $65,088 | $145,512 | $48,949 | Yes (X) | ||
| CARRIE D CONWAY | ||||||||
| SENIOR PROGRAM OFFICER | 11.00 | 28.00 | $50,486 | $112,868 | $59,713 | Yes (X) | ||
| DAHLIA BROWN | ||||||||
| PROGRAM OFFICER | 11.00 | 28.00 | $37,121 | $82,988 | $43,951 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $996,855 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,255,071 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $433,273 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARAMETRIC | |||||
| PO BOX 398212 | SAN FRANCISCO | CA | 94139 | INVESTMENT MANAGER | $1,818,755 |
| TRUIST | |||||
| 303 PEACHTREE ST | ATLANTA | GA | 30308 | INVESTMENT ADVISOR | $1,000,351 |
| MERGANSER | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGER | $247,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,993,082 | TotalRevenueColumnAmt |
| Exclusion | $143,993,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,295,977,046 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $774,388,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $521,588,169 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $521,588,169 | TotalRevenueColumnAmt |
| Exclusion | $521,588,169 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,581,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $665,581,251 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,348,817 | TotalAmt |
| Program Services | $139,348,817 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,505 | TotalAmt |
| Program Services | $476,413 | ProgramServicesAmt |
| Management And General | $339,092 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,555 | TotalAmt |
| Program Services | $194,311 | ProgramServicesAmt |
| Management And General | $163,244 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,775 | TotalAmt |
| Program Services | $28,536 | ProgramServicesAmt |
| Management And General | $20,239 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,995 | TotalAmt |
| Program Services | $50,083 | ProgramServicesAmt |
| Management And General | $38,912 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,218 | TotalAmt |
| Program Services | $25,604 | ProgramServicesAmt |
| Management And General | $19,614 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,810 | TotalAmt |
| Management And General | $9,810 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,747 | TotalAmt |
| Management And General | $31,747 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,066,813 | TotalAmt |
| Management And General | $3,066,813 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,610 | TotalAmt |
| Program Services | $5,730 | ProgramServicesAmt |
| Management And General | $4,880 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,875 | TotalAmt |
| Program Services | $20,453 | ProgramServicesAmt |
| Management And General | $17,422 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,812 | TotalAmt |
| Program Services | $44,718 | ProgramServicesAmt |
| Management And General | $38,094 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,114 | TotalAmt |
| Program Services | $3,860 | ProgramServicesAmt |
| Management And General | $2,254 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,936 | TotalAmt |
| Program Services | $4,506 | ProgramServicesAmt |
| Management And General | $11,430 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,262 | TotalAmt |
| Program Services | $1,221 | ProgramServicesAmt |
| Management And General | $1,041 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,846 | TotalAmt |
| Management And General | $11,846 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Organization dues | $8,173 | $7,500 | $673 |
| Federal excise taxes | $1,582 | $854 | $728 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638 | TotalAmt |
| Program Services | $1,423 | ProgramServicesAmt |
| Management And General | $1,215 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,993,083 | TotalAmt |
| Program Services | $140,214,029 | ProgramServicesAmt |
| Management And General | $3,779,054 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493 | BOYAmt |
| EOY | $5,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,365,425 | BOYAmt |
| EOY | $11,171,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,642 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,736 | BOYAmt |
| EOY | $3,728 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,546,779,119 | BOYAmt |
| EOY | $3,028,160,996 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,660,144 | BOYAmt |
| EOY | $1,492,409,108 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,728 | BOYAmt |
| EOY | $508,075 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,254,242,645 | BOYAmt |
| EOY | $4,532,259,056 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,373,124 | BOYAmt |
| EOY | $31,339,517 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,494 | BOYAmt |
| EOY | $496,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,790,618 | BOYAmt |
| EOY | $31,836,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,215,490,261 | BOYAmt |
| EOY | $4,492,460,823 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,961,766 | BOYAmt |
| EOY | $7,961,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,223,452,027 | BOYAmt |
| EOY | $4,500,422,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,254,242,645 | BOYAmt |
| EOY | $4,532,259,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $521,588,168 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$244,617,606 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 14 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (14 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Bath County Community Hospital (Hot Springs Valley Nursing Association Inc | ||||
| 540505913 | 3 | Yes (1) | $6,918,656 | $0 |
| Berry College | ||||
| 580566133 | 2 | Yes (1) | $27,674,625 | $0 |
| Boys' Home Inc | ||||
| 540505870 | 1 | Yes (1) | $3,000 | $0 |
| Bruton Parish Church Endowment Fund Inc | ||||
| 546036077 | 1 | Yes (1) | $6,000 | $0 |
| Children's Healthcare of Atlanta Foundation | ||||
| 581710601 | 7 | Yes (1) | $6,918,656 | $0 |
| Emory University | ||||
| 580566256 | 2 | Yes (1) | $6,918,656 | $0 |
| Episcopal High School in Virginia | ||||
| 540506326 | 2 | Yes (1) | $6,918,656 | $0 |
| Georgia Institute of Technology | ||||
| 586002023 | 2 | Yes (1) | $20,755,969 | $0 |
| Protestant Episcopal Theological Seminary | ||||
| 540505937 | 1 | Yes (1) | $13,837,312 | $0 |
| Tallulah Falls School Inc | ||||
| 580600867 | 2 | Yes (1) | $13,837,312 | $0 |
| Trustees of Old Customs House | ||||
| 546052460 | 10 | Yes (1) | $300 | $0 |
| Virginia Museum of Fine Arts Foundation | ||||
| 510205333 | 7 | Yes (1) | $6,918,656 | $0 |
| Washington and Lee University | ||||
| 540505977 | 2 | Yes (1) | $20,755,969 | $0 |
| William and Mary Foundation | ||||
| 540734117 | 5 | Yes (1) | $6,918,656 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 14 | SupportedOrganizationsTotalCnt |
| Support Sum | $138,382,423 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | Yes (1) | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trust Integral Part Test | Yes (X) | TrustIntegralPartTestInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section D, Line 3 | Trustees of the Lettie Pate Evans Foundation are particularly attuned to the needs of the Restricted Fund's supported organizations because they have all served as members of the governing boards of certain supported organizations. The Chairman of the Evans Foundation serves as a trustee and emeritus trustee of two supported organizations. Other trustees serve as emeritus trustees of supported organizations. Income from the Evans Restricted Fund is distributed in grants apportioned according to a formula prescribed in the will of Ms. Lettie Pate Evans. Supported organizations maintain full discretion in using that income even if no discretion exists for the Restricted Fund to alter the formula by which grants are made. Trustees and executive leadership of the supported organizations often meet with Restricted Fund leadership to discuss the Fund's investment philosophy, asset allocation and investment returns. Each of the supported organizations that receives a percentage of the Restricted Fund's annual income regularly expresses its interest in maintaining a reliable, steadily growing income stream from the Restricted Fund. And each supported organization regularly expresses support for the Restricted Fund's record of growing annual distributions since inception. The Restricted Fund provides audited financial statements annually to the supported organizations. Based on the trustees' first-hand knowledge of the needs of the supported organizations and discussions with leadership of the supported organizations, the Restricted Fund has maintained an investment policy that seeks reliable, steady growth in income over time. |
| Part V, Line 1 | The Evans Restricted Fund meets the integral part test because it was a qualifying trust on November 20, 1970, and it continues to meet the requirements of Treasury Regulations 1.509(a)-4(i)(9). The Evans Restricted Fund is a trust that was created in 1953, and it has received no grant, contribution, bequest, or other transfer after its creation prior to November 20, 1970. All unexpired interests in the Evans Restricted Fund are devoted to one or more charitable purposes described in Internal Revenue Code 170(c)(1) or (c)(2)(B) for which a deduction was allowed. The Evans Restricted Fund is required by its governing instrument to distribute all of its net income currently to certain designated supported organizations in fixed shares according to the governing instrument. The trustee of the Evans Restricted Fund - the Lettie Pate Evans Foundation, Inc. - has no discretion to vary either the beneficiary supported organizations nor the amounts payable to the supported organizations. No trustees are disqualified persons within the meaning of Internal Revenue Code 4946(a) (other than foundation managers as defined in 4946(a)(1)(B)). And the Evans Restricted Fund sends annually to its supported organizations a written audit report and a copy of its Form 990 tax return, both of which include a listing of the Fund's assets and income. |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,455 | DepreciationAmt |
| Book Value | $3,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,459 | DepreciationAmt |
| Book Value | $75 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,728 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 21,347,577 SHS OF THE COCA-COLA COMPANY STOCK | Desc |
| Book Value | $1,492,409,108 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,492,409,108 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457(b) Plan | $496,215 |
| Benefit Plan | $735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $496,950 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $420,963,645 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$244,617,606 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$244,617,606 | RevenueNotReportedAmt |
| Revenue Subtotal | $665,581,251 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $665,581,251 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $143,993,083 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $143,993,083 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $143,993,083 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Bath County Community Hospital (Hot Springs Valley Nursing Assn Inc) | ||||||||
| PO Box 774 | Hot Springs | VA | 24445 | 540505913 | 501(c)(3) | $6,966,976 | $0 | General support |
| Berry College | ||||||||
| 39 Mount Berry Station | Rome | GA | 30149 | 580566133 | 501(c)(3) | $27,867,903 | $0 | General support |
| Bruton Parish Church Endowment Fund Inc | ||||||||
| 102 Willoughby Drive | Williamsburg | VA | 23185 | 546036077 | 501(c)(3) | $6,000 | $0 | General support |
| Children's Healthcare of Atlanta Foundation | ||||||||
| 1600 Tullie Cir | Atlanta | GA | 30329 | 581710601 | 501(c)(3) | $6,966,976 | $0 | General support |
| Emory University | ||||||||
| Emory University | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | $6,966,976 | $0 | Toward the Whitehead Surgical Pavilion and other general support |
| Episcopal High School in Virginia | ||||||||
| 1200 North Quaker Lane | Alexandria | VA | 22302 | 540506326 | 501(c)(3) | $6,966,976 | $0 | General support |
| Georgia Institute of Technology | ||||||||
| Georgia Institute of Technology | Atlanta | GA | 30332 | 586002023 | 501(c)(3) | $20,900,928 | $0 | General support |
| Protestant Episcopal Theological Seminary | ||||||||
| 3737 Seminary Road | Alexandria | VA | 22304 | 540505937 | 501(c)(3) | $13,933,952 | $0 | General support |
| Tallulah Falls School Inc | ||||||||
| PO Box 10 | Tallulah Falls | GA | 30573 | 580600867 | 501(c)(3) | $13,933,952 | $0 | General support |
| Virginia Museum of Fine Arts Foundation | ||||||||
| 200 North Boulevard | Richmond | VA | 23220 | 510205333 | 501(c)(3) | $6,966,976 | $0 | General support |
| Washington and Lee University | ||||||||
| Washington and Lee University | Lexington | VA | 24450 | 540505977 | 501(c)(3) | $20,900,928 | $0 | General support |
| William and Mary Foundation | ||||||||
| Drawer 8795 | Williamsburg | VA | 23187 | 540734117 | 501(c)(3) | $6,966,976 | $0 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Emory University submits detailed written reports annually on its use of grant money for maintenance of a surgical pavilion at Emory Hospital. According to the terms of the will that created the Restricted Fund, the governing boards of other recipient institutions maintain full discretion in allocating grant funds. Recipient institutions report periodically on how grant funds are used as part of the general operating budget. Restricted Fund staff and trustees regularly visit with recipient institutions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P RUSSELL HARDIN | ||||||||||||||
| PRESIDENT - RETIRED 1/31/2025 | $298,472 | $699,348 | $0 | $0 | $26,239 | $70,679 | $1,403 | $3,136 | $1,983 | $4,433 | $328,097 | $777,596 | $0 | $0 |
| ERIK S JOHNSON | ||||||||||||||
| PRESIDENT - ELECTED 2/1/2025 | $149,797 | $334,888 | $0 | $0 | $6,115 | $13,671 | $16,714 | $37,365 | $8,460 | $18,913 | $181,086 | $404,837 | $0 | $0 |
| ELI P NIEPOKY | ||||||||||||||
| TREASURER | $112,899 | $252,397 | $0 | $0 | $5,917 | $13,227 | $11,180 | $24,992 | $14,280 | $31,925 | $144,276 | $322,541 | $0 | $0 |
| SARA E BLALOCK | ||||||||||||||
| SECRETARY - ELECTED 2/1/2025 | $77,144 | $172,462 | $0 | $0 | $360 | $805 | $11,572 | $25,869 | $10,438 | $23,334 | $99,514 | $222,470 | $0 | $0 |
| SARAH TABLAN | ||||||||||||||
| CONTROLLER | $60,735 | $135,781 | $0 | $0 | $4,353 | $9,731 | $5,059 | $11,309 | $10,070 | $22,511 | $80,217 | $179,332 | $0 | $0 |
| ELIZABETH A SMITH | ||||||||||||||
| GRANTS PROGRAM DIRECTOR | $61,715 | $137,969 | $0 | $0 | $4,252 | $9,507 | $5,141 | $11,493 | $5,572 | $12,457 | $76,680 | $171,426 | $0 | $0 |
| CARRIE D CONWAY | ||||||||||||||
| SENIOR PROGRAM OFFICER | $47,021 | $105,119 | $0 | $0 | $3,465 | $7,749 | $3,917 | $8,757 | $14,538 | $32,501 | $68,941 | $154,126 | $0 | $0 |
| DAHLIA BROWN | ||||||||||||||
| PROGRAM OFFICER | $36,245 | $81,031 | $0 | $0 | $876 | $1,957 | $5,437 | $12,154 | $8,147 | $18,213 | $50,705 | $113,355 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | The Foundation credited Erik Johnson with $9,574 and Eli Niepoky with $4,040 to an unfunded, unvested 457(f) Plan. These amounts are included in Part II, column C. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Lines 2a and 2b: | The organization participates in a common administrative arrangement with five other charitable organizations. All employees are paid by a common paymaster that remits all payroll taxes and files the associated W-2s. Each organization reimburses the common paymaster for its proportionate share of administrative expenses. Sixteen individuals were employed during the calendar year. |
| Form 990, Part VI, Section A, line 2 | Trustees Lawrence L. Gellerstedt III and David P. Stockert are partners in private real estate investment company Sweetwater Holdings. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared with financial data which has been reviewed by the governing board. Internal accounting staff prepare the 990 with the aid of tax preparation software. Accounting team members individually review the 990 according to a checklist. Numbers are verified against financial statements. The 990 is then reviewed by the Controller, Treasurer, Secretary and President. The draft 990 is distributed to all governing board members for their review prior to filing, leaving adequate time for comments and corrections. |
| Form 990, Part VI, Section B, line 12c | Officers and trustees disclose annually those affiliations which may give rise to a conflict of interest. The Secretary keeps conflict disclosures on file. Trustees consider conflicts or potential conflicts before committing fund assets. Disclosure is made on the record. Officers consult the list of conflicts or potential conflicts when making vendor decisions. |
| Form 990, Part VI, Section B, line 15 | The governing board determines compensation for all officers (including the President, Secretary and Treasurer) and all staff. In setting compensation, trustees consult two independent compensation studies showing compensation data at comparable organizations. Individual compensation amounts are evaluated and determined annually as part of the budgeting process conducted at the board's November meeting; 2025 compensation was determined during the November 2024 board meeting. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents and audited financial statements are available on the organization's website. The conflict of interest policy is kept by the organization's Secretary and is made available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert W Woodruff Foundation Inc | ||||||||||
| 191 Peachtree St NE Ste 3540 | Atlanta | GA | 30303 | 581695425 | Grantmaking | GA | 501(C)(3) | PF | N/A | 0 |
| Joseph B Whitehead Foundation | ||||||||||
| 191 Peachtree St NE Ste 3540 | Atlanta | GA | 30303 | 586001954 | Grantmaking | GA | 501(C)(3) | PF | N/A | 0 |
| Lettie Pate Evans Foundation Inc | ||||||||||
| 191 Peachtree St NE Ste 3540 | Atlanta | GA | 30303 | 586004644 | Grantmaking | GA | 501(C)(3) | PF | N/A | 0 |
| Ichauway Inc | ||||||||||
| 3988 Jones Center Drive | Newton | GA | 39870 | 581824778 | Ecological Research | GA | 501(C)(3) | PF | N/A | 0 |
| Berry College | ||||||||||
| 39 Mount Berry Station | Rome | GA | 30149 | 580566133 | Higher Education | GA | 501(C)(3) | 2 | N/A | 0 |
| Emory University | ||||||||||
| Emory University | Atlanta | GA | 30322 | 580566256 | Higher Education | GA | 501(C)(3) | 2 | N/A | 0 |
| Episcopal High School in Virginia | ||||||||||
| 1200 North Quaker Lane | Alexandria | VA | 22302 | 540506326 | Secondary Education | VA | 501(C)(3) | 2 | N/A | 0 |
| Georgia Institute of Technology | ||||||||||
| Georgia Institute of Technology | Atlanta | GA | 30332 | 586002023 | Higher Education | GA | 501(C)(3) | 2 | N/A | 0 |
| Protestant Episcopal Theological Seminary | ||||||||||
| 3737 Seminary Road | Alexandria | VA | 22304 | 540505937 | Higher Education | VA | 501(C)(3) | 2 | N/A | 0 |
| Tallulah Falls School Inc | ||||||||||
| PO Box 10 | Tallulah Falls | GA | 30573 | 580600867 | Primary and Secondary Education | GA | 501(C)(3) | 2 | N/A | 0 |
| Trustees of Old Customs House | ||||||||||
| 2064 Hornes Lake Road | Williamsburg | VA | 23185 | 546052460 | Historic Preservation | VA | 501(C)(3) | 7 | N/A | 0 |
| Virginia Museum of Fine Arts Foundation | ||||||||||
| 200 North Boulevard | Richmond | VA | 23220 | 510205333 | Museum | VA | 501(C)(3) | 7 | N/A | 0 |
| Washington and Lee University | ||||||||||
| Washington and Lee University | Lexington | VA | 24450 | 540505977 | Higher Education | VA | 501(C)(3) | 2 | N/A | 0 |
| William and Mary Foundation | ||||||||||
| Drawer 8795 | Williamsburg | VA | 23187 | 540734117 | Higher Education | VA | 501(C)(3) | 5 | N/A | 0 |
| Bath County Community Hospital | ||||||||||
| PO Box 774 | Hot Springs | VA | 24445 | 540505913 | Health Care | VA | 501(C)(3) | 3 | N/A | 0 |
| Children's Healthcare of Atlanta Foundation | ||||||||||
| 1600 Tullie Cir | Atlanta | GA | 30329 | 581710601 | Health Care | GA | 501(C)(3) | 7 | N/A | 0 |
| Bruton Parish Church Endowment Fund Inc | ||||||||||
| 102 Willoughby Drive | Williamsburg | VA | 23185 | 546036077 | Religion | VA | 501(C)(3) | 1 | N/A | 0 |
| Boys' Home Inc | ||||||||||
| 306 Boys Home Road | Covington | VA | 24426 | 540505870 | Child Welfare | VA | 501(C)(3) | 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |