JOSEPH B WHITEHEAD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B WHITEHEAD FOUNDATION (EIN 58-6001954)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349101643
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:06:14-05:00 | 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 | 586001954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph B Whitehead Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | 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 | $2,164,760,493 | 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 | $737,522 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $737,522 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,598,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,598,180 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $45,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $42,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $297,250,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $433,762,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,455,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,630,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,836,500 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $507,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $113,315 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $394,446 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $236,812 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,026 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $222,786 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $172,078 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,502 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $154,576 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,024 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,892 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,132 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $328,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,495 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,913 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,426,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,281 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $115 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $54,847 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,936 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,911 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,364 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,675 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,689 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $332 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $30 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $302 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,819,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $904,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,134,821 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,134,821 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,954,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,039,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $270,676,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,349,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,550 | CashBOYAmt |
| Cash EOY | $7,299 | CashEOYAmt |
| Cash EOYFMV | $7,299 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,395,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,678,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,678,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $389,561,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,764,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,335,666,580 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $71,143 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $71,143 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $71,143 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,700,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $706,574,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $817,349,589 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $62,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,579 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,116 | LandBOYAmt |
| Land EOY | $2,327 | LandEOYAmt |
| Land EOYFMV | $2,327 | LandEOYFMVAmt |
| Other Assets BOY | $165,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $177,028 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $356,453 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $406,203,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $717,275,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,164,760,493 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $843 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,470 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,470 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $406,202,409 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $717,271,920 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $406,202,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,271,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $406,203,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $717,275,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $406,202,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $270,676,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,393,147 | OtherIncreasesAmt |
| Subtotal | $717,271,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,271,920 | 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 | $433,762,904 | GrossSalesPriceAmt |
| Cost Or Other Basis | $136,512,793 | CostOrOtherBasisAmt |
| Gain Or Loss | $297,250,111 | GainOrLossAmt |
| FMV As Of123169 | $3,096,000 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $301,687 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $2,794,313 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $294,455,798 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,455,798 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,855,952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,855,952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,855,952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,504,065 | 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 | $4,504,065 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $351,887 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.jbwhitehead.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 | 30303 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | 3.00 | $35,000 | $0 | $1,034 |
| Lawrence L Gellerstedt III | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $25,000 | $0 | $1,034 |
| Joseph A Arnold | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Trustee | 1.00 | $25,000 | $0 | $1,034 |
| P Russell Hardin | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - retired 1/31/2025 | 8.00 | $214,695 | $3,134 | $1,073 |
| Erik S Johnson | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | President - elected 2/1/2025 | 8.00 | $99,212 | $20,862 | $1,487 |
| Eli P Niepoky | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Treasurer | 8.00 | $74,774 | $20,920 | $1,326 |
| Sara E Blalock | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Secretary - elected 2/1/2025 | 8.00 | $51,093 | $14,949 | $1,326 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | 8.00 | $40,226 | $13,019 | $292 |
| Elizabeth Smith | ||||||||
| 191 Peachtree St Suite 3540 | Atlanta | GA | 30303 | Grants Program Direc | 8.00 | $40,874 | $10,041 | $292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUIST | |||||
| 303 PEACHTREE ST | ATLANTA | GA | 30308 | INVESTMENT ADVISOR | $136,451 |
| T ROWE PRICE ASSOCIATES | |||||
| PO BOX 64043 | BALTIMORE | MD | 21264 | INVESTMENT MANAGER | $109,595 |
| GANNETT WELSH & KOTLER LLC | |||||
| 222 BERKELEY STREET 15TH FLOOR | BOSTON | MA | 02116 | INVESTMENT MANAGER | $74,364 |
| 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 | $2,092,490,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,024,784 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,095,705,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $27,086,938 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,095,705,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,435,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,064,270,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,213,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,213,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,855,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,855,952 | TotalTaxAmt |
| Distributable Before Adj | $98,357,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,357,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,357,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,039,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,039,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,357,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,261,616 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,039,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,261,616 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $778,044 | 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 | $97,579,508 | 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 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 | Grants are considered in April and November for requests received by February 1 and August 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are made to public charities that provide a full range of basic human services to citizens of metropolitan Atlanta. The Foundation has a particular interest in supporting organizations that serve children and youth. In recent years, the Foundation has concentrated a significant portion of its giving on improving the quality and accessibility of early childhood development programs in metro Atlanta, on increasing literacy rates, and on boosting college enrollment and graduation rates for Atlanta Public Schools graduates. Grants are reserved for well-established public charities with a broad base of community support. The Foundation provides support for capital projects and programmatic expenses. No grants are made to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| America's Promise Alliance | |||||||
| 1110 Vermont Avenue Northwest | Washington | DC | 20005 | PC | Launch of Atlanta Alliance to build capacity and collaboration across youth-serving organizations. | $150,000 | |
| ArtsNOW | |||||||
| 10 Glenlake Pkwy Suite 130 | Atlanta | GA | 30328 | PC | Expansion of SmART Literacy initiative to improve K-3 literacy through arts integration at four metro Atlanta schools. | $145,000 | |
| Atlanta Community Food Bank | |||||||
| 3400 North Desert Drive | East Point | GA | 30344 | PC | $19.3 million campaign to expand food distribution capacity with capital and technology updates. | $2,000,030 | |
| Atlanta Community Food Bank | |||||||
| 3400 North Desert Drive | East Point | GA | 30344 | PC | Support of capacity-building needs to meet increased demand for food assistance. | $2,100,000 | |
| Bethany Christian Services | |||||||
| 1408 Southlake Plaza Drive | Morrow | GA | 30260 | PC | $5.75 million campaign to establish a permanent home for transitional foster care program and Atlanta offices. | $400,000 | |
| Boys & Girls Clubs of Metro Atlanta | |||||||
| 2880 Dresden Drive | Atlanta | GA | 30341 | PC | Operating support. | $2,000,000 | |
| Center for the Visually Impaired | |||||||
| 739 West Peachtree Street Northwest | Atlanta | GA | 30308 | PC | Implementation of strategic plan to strengthen and improve services for the visually impaired. | $400,000 | |
| CHRIS 180 | |||||||
| 1030 Fayetteville Road SE | Atlanta | GA | 30316 | PC | Support to expand and retain therapist workforce. | $500,000 | |
| Communities in Schools of Atlanta | |||||||
| 260 Peachtree Street Suite 750 | Atlanta | GA | 30303 | PC | Expansion of dropout prevention program in Atlanta Public Schools. | $230,000 | |
| Communities in Schools of Georgia | |||||||
| 565 Northside Drive SW Suite C202 | Atlanta | GA | 30310 | PC | Operating support for CISGA, which works to improve students' academic performance and reduce dropout rates. | $850,000 | |
| Community Foundation for Greater Atlanta | |||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | PC | For the Joseph B. Whitehead Fund to support Achieve Atlanta, an initiative to improve the postsecondary success of students in Atlanta Public Schools. | $15,000,003 | |
| Community Foundation for Greater Atlanta | |||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | PC | For the Joseph B. Whitehead Child Well-Being Fund. | $7,500,002 | |
| Community Foundation for Greater Atlanta | |||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | PC | Support of Learn4Life's Atlanta Vision Project to provide vision care for elementary school students in metro Atlanta. | $1,500,000 | |
| DDD Foundation Inc | |||||||
| PO BOX 191526 | ATLANTA | GA | 311191526 | PC | Expansion of dental clinic serving patients with developmental disabilities. | $150,000 | |
| Georgia Campaign for Adolescent Power & Potential | |||||||
| 1849 The Exchange Southeast | Atlanta | GA | 30339 | PC | Implementation of strategic plan to improve adolescent health outcomes. | $500,000 | |
| Georgia CASA | |||||||
| 104 Marietta Street NW Suite 600 | Atlanta | GA | 30303 | PC | Operating support for organization providing advocates for children in foster care. | $600,000 | |
| Georgia Family Connection Partnership | |||||||
| 235 Peachtree Street Suite 1600 | Atlanta | GA | 30303 | PC | Support of statewide network ($700,000) and dropout prevention cohort ($250,000). | $950,000 | |
| Georgia Leadership Institute for School Improvement | |||||||
| 3237 Satellite Boulevard Suite 460 | Duluth | GA | 30096 | PC | Operating support for organization working to improve K-12 public education through leadership development. | $1,000,000 | |
| Georgia Partnership for Excellence in Education | |||||||
| 270 Peachtree Street Suite 2200 | Atlanta | GA | 30303 | PC | Operating support for organization working to improve K-12 public education through research and public policy. | $675,000 | |
| Georgia State University Research Foundation | |||||||
| 58 Edgewood Ave SE 3rd Floor | Atlanta | GA | 30303 | PC | Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy. | $300,000 | |
| Georgia State University Research Foundation | |||||||
| 58 Edgewood Ave SE 3rd Floor | Atlanta | GA | 30303 | PC | Expansion of ARCHI Community Resource Hubs to nine new sites to improve access to health and social services. | $200,000 | |
| Helping Mamas | |||||||
| 4487 Park Drive Suite A1 | Norcross | GA | 30093 | PC | Relocation to a larger facility to expand distribution of essential baby supplies and hygiene products to families in crisis. | $100,000 | |
| Hope Atlanta | |||||||
| 458 Ponce De Leon Avenue NE | Atlanta | GA | 30308 | PC | Expansion of behavioral healthcare services as part of $10 million campaign. | $1,000,000 | |
| Horizons Atlanta | |||||||
| 505 10th Street NW | Atlanta | GA | 30332 | PC | Addition of kindergarten cohorts for academic enrichment program. | $450,000 | |
| Junior Achievement of Georgia | |||||||
| 275 Northside Drive NW | Atlanta | GA | 30314 | PC | Establishment of the JA Discovery Center in Clayton County. | $500,000 | |
| LaAmistad | |||||||
| 3434 Roswell Road | Atlanta | GA | 30305 | PC | Support to expand early learning programs, add math and reading coordinators, and improve data systems. | $195,000 | |
| Los Ninos Primero | |||||||
| 471 Mount Vernon Highway NE | Sandy Springs | GA | 30328 | PC | Support of summer program expansion. | $300,000 | |
| Neighborhood Meals on Wheels | |||||||
| PO Box 921512 | Norcross | GA | 30010 | PC | $1.5 million campaign to construct a new kitchen to expand services for seniors in Gwinnett County. | $300,000 | |
| Next Generation Men & Women | |||||||
| 352 University Ave SW Unit W105 | Atlanta | GA | 30310 | PC | Expansion of college and career readiness program in metro Atlanta. | $150,000 | |
| Partners for HOME | |||||||
| 818 Pollard Boulevard SW 3rd Floor | Atlanta | GA | 30315 | PC | Support of citywide strategy to develop new housing units and scale services for the homeless. | $12,000,000 | |
| Teach For America - Metro Atlanta | |||||||
| 1360 Peachtree Street NE | Atlanta | GA | 30309 | PC | Support for the recruitment, training and placement of corps members in metro Atlanta schools. | $550,000 | |
| The Center for Children & Young Adults | |||||||
| 2221 Austell Road Southwest | Marietta | GA | 30008 | PC | Capital improvements to expand transitional living program for youth. | $100,000 | |
| The Furniture Bank of Metro Atlanta | |||||||
| 908 Murphy Avenue Southwest | Atlanta | GA | 30310 | PC | $6.5 million campaign to acquire, renovate and equip a warehouse for organization providing furniture to people in need. | $1,000,000 | |
| The Kindezi Schools | |||||||
| PO Box 55605 | Atlanta | GA | 30308 | PC | Implementation of STEAM certification for public charter school network. | $250,000 | |
| The Leadership Academy | |||||||
| PO Box 24995 | New York City | NY | 10087 | PC | Expansion of leadership development program within Atlanta Public Schools. | $200,000 | |
| The Posse Foundation | |||||||
| 101 Marietta Street NorthWest | Atlanta | GA | 30303 | PC | Support of program to recruit metro Atlanta high school students to attend selective colleges on full scholarships. | $200,000 | |
| The Warrior Alliance | |||||||
| 800 Battery Avenue Southeastsuite | Atlanta | GA | 30339 | PC | Capital costs associated with expanding services for Georgia veterans. | $300,000 | 130 |
| United Way of Greater Atlanta | |||||||
| 40 Courtland Street Northeast | Atlanta | GA | 30303 | PC | Priority initiatives of the Regional Commission on Homelessness. | $5,000,000 | |
| United Way of Greater Atlanta | |||||||
| 40 Courtland Street Northeast | Atlanta | GA | 30303 | PC | Priority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta. | $15,939,786 | |
| Ventures ATL | |||||||
| 201 Allen Road NE | Atlanta | GA | 30328 | PC | Support to expand employment opportunities for individuals with autism and other developmental differences. | $100,000 | |
| Voices for Georgia's Children | |||||||
| 75 Marietta Street NW | Atlanta | GA | 30303 | PC | Support of operations ($250,000) and the Georgia Statewide Afterschool Network ($100,000). | $350,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,134,821 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| America's Promise Alliance | ||||||
| 1110 Vermont Avenue Northwest | Washington | DC | 20005 | PC | Launch of Atlanta Alliance to build capacity and collaboration across youth-serving organizations. | $100,000 |
| CHRIS 180 | ||||||
| 1030 Fayetteville Road SE | Atlanta | GA | 30316 | PC | Support to expand and retain therapist workforce. | $500,000 |
| Christian City | ||||||
| 7345 Red Oak Road | Union City | GA | 30291 | PC | $18.2 million campaign to construct an early learning center, expand housing for transition-age foster youth, and make campus improvements. | $1,500,000 |
| Community Foundation for Greater Atlanta | ||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | PC | Support of Learn4Life's Atlanta Vision Project to provide vision care for elementary school students in metro Atlanta. | $1,500,000 |
| Georgia Justice Project | ||||||
| 438 Edgewood Avenue Southeast | Atlanta | GA | 30312 | PC | $6.8 million campaign to acquire and renovate a new facility for organization providing legal and social services. | $750,000 |
| Hope Atlanta | ||||||
| 458 Ponce De Leon Avenue NE | Atlanta | GA | 30308 | PC | Expansion of behavioral healthcare services as part of $10 million campaign. | $750,000 |
| The Leadership Academy | ||||||
| PO Box 24995 | New York City | NY | 10087 | PC | Expansion of leadership development program within Atlanta Public Schools. | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $737,522 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,598,180 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $42,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,250,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,628,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $352,628,563 | 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 | $16,875 | $1,519 | $15,356 |
| OTHER ACCOUNTING FEES | $4,149 | $373 | $3,776 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| AV EQUIPMENT | 2011-07-01 | $2,519 | $2,519 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE AND EQUIPMENT | 2011-07-01 | $39,675 | $39,675 | SL | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2011-07-01 | $19,220 | $17,104 | SL | 15.000000000000 | $1,281 | $0 |
| FURNITURE AND EQUIPMENT | 2026-10-01 | $49 | SL | 7.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2026-10-01 | $1,443 | SL | 15.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,764,777 | EOYBookValueAmt |
| EOYFMV | $1,335,666,580 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUND | AT COST | $2,006,258 | $2,006,258 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | AT COST | $39,205,649 | $39,150,101 |
| ISHARES CORE MSCI DEV MKTS | AT COST | $39,205,644 | $39,414,058 |
| ISHARES CORE MSCI EMERGING MKTS ETF | AT COST | $15,648,546 | $15,674,292 |
| ISHARES CORE S&P TTL US STK MKT ETF | AT COST | $365,518,818 | $435,575,162 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $122,065,644 | $123,484,341 |
| VANGUARD S&P 500 ETF | AT COST | $122,924,012 | $162,045,377 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AV EQUIPMENT | $2,519 | $2,519 | $0 | $0 |
| FURNITURE AND EQUIPMENT | $39,675 | $39,675 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $19,220 | $18,385 | $835 | $835 |
| FURNITURE AND EQUIPMENT | $49 | $0 | $49 | $49 |
| LEASEHOLD IMPROVEMENTS | $1,443 | $0 | $1,443 | $1,443 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457(b) PLAN | $156,315 | $168,156 | $347,581 |
| BENEFIT PLANS | $8,969 | $8,872 | $8,872 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $25,084 | $2,258 | $22,826 |
| OFFICE INSURANCE | $7,846 | $706 | $7,140 |
| SUPPLIES | $799 | $72 | $727 |
| ORGANIZATION DUES | $11,696 | $446 | $11,250 |
| POSTAGE | $299 | $27 | $272 |
| REPAIRS AND MAINTENANCE | $2,444 | $220 | $2,224 |
| FURNITURE AND EQUIPMENT | $1,107 | $100 | $1,007 |
| TELEPHONE | $2,047 | $184 | $1,863 |
| MISCELLANEOUS | $1,949 | $174 | $1,775 |
| COMMISSION | $2,250 | $2,250 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON STOCK GRANTS | Desc |
| Amt | $40,393,147 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 457(b) PLAN | $331 | $2,983 |
| BENEFIT PLANS | $512 | $487 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $321,910 | $321,910 | $0 |
| BENEFIT CONSULTANTS | $6,498 | $585 | $5,913 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | As of December 31, 2025 the Foundation owned 19,104,116 shares of The Coca-Cola Company common stock. These represent approximately .44% of the total 4.3 billion shares outstanding and 109% of the average daily trading volume. The fair value computed on the per-share price is not necessarily what the Foundation would receive if a significant portion of the stock were sold because of the Foundation's large holding. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 1.87%. The average monthly fair value of the shares based on the per-share price was $1,448,499,361 and the blockage discount was $27,086,938.$1,448,499,361 @ 1.87% = $27,086,938 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,426,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |