Instrumentl eFile Render
Object ID: 202141319349102559 - Rendered 2024-05-20
TIN: 58-6001954
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
Joseph B Whitehead Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
191 Peachtree Street NE No 3540
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atlanta
,
GA
303031799
A Employer identification number
58-6001954
B
Telephone number (see instructions)
(404) 522-6755
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,769,986,450
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
105,797
105,797
4
Dividends and interest from securities
...
50,250,287
50,250,287
5a
Gross rents
............
45,000
45,000
b
Net rental income or (loss)
42,750
6a
Net gain or (loss) from sale of assets not on line 10
7,328,131
b
Gross sales price for all assets on line 6a
66,733,446
7
Capital gain net income (from Part IV, line 2)
...
7,328,131
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
57,729,215
57,729,215
13
Compensation of officers, directors, trustees, etc.
249,934
67,324
182,610
14
Other employee salaries and wages
......
173,874
9,089
164,785
15
Pension plans, employee benefits
.......
108,395
9,540
98,855
16a
Legal fees (attach schedule)
.........
261
13
248
b
Accounting fees (attach schedule)
.......
15,607
780
14,827
c
Other professional fees (attach schedule)
....
264,189
257,475
6,714
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
720,000
0
0
19
Depreciation (attach schedule) and depletion
...
1,281
64
20
Occupancy
..............
49,433
2,514
46,961
21
Travel, conferences, and meetings
.......
3,813
153
3,660
22
Printing and publications
..........
508
26
482
23
Other expenses (attach schedule)
.......
38,090
3,774
34,316
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,625,385
350,752
553,458
25
Contributions, gifts, grants paid
.......
67,286,808
67,286,808
26
Total expenses and disbursements.
Add lines 24 and 25
68,912,193
350,752
67,840,266
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-11,182,978
b
Net investment income
(if negative, enter -0-)
57,378,463
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
5,686
5,297
5,297
2
Savings and temporary cash investments
.........
8,488,450
8,029,458
8,030,238
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
109,051,261
118,288,399
1,760,415,272
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
71,143
Less: accumulated depreciation (attach schedule)
71,143
71,143
1,366,667
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
61,414
Less: accumulated depreciation (attach schedule)
54,173
8,522
7,241
7,240
15
Other assets (describe
)
92,528
94,421
161,736
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
117,717,590
126,495,959
1,769,986,450
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
6,642
361
23
Total liabilities
(add lines 17 through 22)
.........
6,642
361
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
117,710,948
126,495,598
29
Total net assets or fund balances
(see instructions)
.....
117,710,948
126,495,598
30
Total liabilities and net assets/fund balances
(see instructions)
.
117,717,590
126,495,959
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
117,710,948
2
Enter amount from Part I, line 27a
.....................
2
-11,182,978
3
Other increases not included in line 2 (itemize)
3
19,967,628
4
Add lines 1, 2, and 3
..........................
4
126,495,598
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
126,495,598
Form
990-PF
(2020)
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
457(B) PLAN DISTRIBUTION
P
2014-01-01
2020-06-30
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
66,725,189
59,400,227
7,324,962
b
8,257
5,088
3,169
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
7,324,962
b
3,169
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
7,328,131
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
797,561
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
797,561
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
797,561
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
801,967
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
801,967
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
152
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
4,254
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
4,254
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
GA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2020)
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
www.jbwhitehead.org
14
The books are in care of
Erik S Johnson Secretary
Telephone no.
(404) 522-6755
Located at
191 Peachtree Street NE Suite 3540
Atlanta
GA
ZIP+4
30303
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
James B Williams
Trustee- Chair Emeritus
1.00
25,000
1,035
0
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
E Jenner Wood III
Trustee- Chair
3.00
35,000
1,035
0
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
Lawrence L Gellerstedt III
Trustee
1.00
25,000
1,035
0
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
P Russell Hardin
President
8.00
109,395
25,586
471
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
Erik S Johnson
Secretary & Treasurer
8.00
55,539
13,980
306
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2020)
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
T ROWE PRICE ASSOCIATES
INVESTMENT MANAGER
85,936
PO BOX 64043
BALTIMORE
,
MD
21264
GANNETT WELSH & KOTLER LLC
INVESTMENT MANAGER
77,935
222 BERKELEY STREET 15TH FLOOR
BOSTON
,
MA
02116
SUNTRUST BANK
INVESTMENT ADVISOR
57,771
303 PEACHTREE ST
ATLANTA
,
GA
30308
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2020)
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,563,042,516
b
Average of monthly cash balances
.......................
1b
11,362,117
c
Fair market value of all other assets (see instructions)
................
1c
1,513,497
d
Total
(add lines 1a, b, and c)
.........................
1d
1,575,918,130
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
28,301,695
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,575,918,130
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
23,638,772
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,552,279,358
6
Minimum investment return.
Enter 5% of line 5
..................
6
77,613,968
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
77,613,968
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
797,561
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
797,561
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
76,816,407
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
76,816,407
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
76,816,407
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
67,840,266
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
67,840,266
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
67,840,266
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2020)
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
76,816,407
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
59,243,750
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
b
From 2016
......
c
From 2017
......
d
From 2018
......
e
From 2019
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
67,840,266
a
Applied to 2019, but not more than line 2a
59,243,750
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2020 distributable amount
.....
8,596,516
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2020. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2021
..........
68,219,891
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2016
....
b
Excess from 2017
....
c
Excess from 2018
....
d
Excess from 2019
....
e
Excess from 2020
....
Form
990-PF
(2020)
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
P Russell Hardin President
191 Peachtree St Suite 3540
Atlanta
,
GA
30303
(404) 522-6755
b
The form in which applications should be submitted and information and materials they should include:
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
[email protected]
. 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.
c
Any submission deadlines:
Grants are considered in April and November for requests received by February 1 and August 15.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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 metropolitan Atlanta. 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.
Form
990-PF
(2020)
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
3DE National LLC
3565 Piedmont Road NEBuilding One
Suite 460
Atlanta
,
GA
30305
PC
Phase II expansion of the 3DE high school model in metro Atlanta.
2,000,000
Access to Capital for Entrepreneurs
504 Fair Street SW
Atlanta
,
GA
30313
PC
Support of strategic growth plan for certified Community Development Financial Institution that provides loans and development services to underserved markets.
250,000
Atlanta Neighborhood Development Partnership
229 Peachtree Street NE Suite 705
Atlanta
,
GA
303031605
PC
Support for investment plan to accelerate the production of affordable housing units over the next five years.
1,000,000
Atlanta Union Mission Corporation
2353 Bolton Road NW
Atlanta
,
GA
30318
PC
Development of low-barrier shelter for women and children at the Atlanta Day Shelter facility on Ethel Street.
4,000,000
Auditory-Verbal Center
1901 Century Circle Suite 20
Atlanta
,
GA
30345
PC
Relocation of offices for organization serving children with hearing loss.
50,000
Boy Scouts of America Atlanta Area Council
1800 Circle 75 Parkway SE
Atlanta
,
GA
30339
PC
Capital improvements at the Woodruff Scout Reservation and Bert Adams Scout Camp ($1,000,000) and operating support ($500,000).
1,000,000
Boys & Girls Clubs of Metro Atlanta
1275 Peachtree St NE Suite 500
Atlanta
,
GA
30309
PC
Operating support.
2,000,000
Campus Community Partnership Foundation
3423 Piedmont Road NE Suite 244
Atlanta
,
GA
303502704
PC
Support for Reading Rocks! literacy program.
25,000
Childkind
1990 Lakeside Parkway Suite 350
Tucker
,
GA
30084
PC
One-time support to develop a program providing therapeutic foster care services for children with behavioral challenges.
90,000
Children's Healthcare of Atlanta
1575 Northeast Expressway NE
Atlanta
,
GA
30329
PC
Implementation of the Marcus Autism Center's five-year strategic plan to focus on the early diagnosis and treatment of autism.
5,000,012
Communities in Schools of Georgia
260 Peachtree Street Suite 700
Atlanta
,
GA
30303
PC
Operating support of CISGA, which works to improve academic performance and reduce dropouts among at-risk youth.
800,000
Community Foundation for Greater Atlanta fbo redefinED Atlanta
191 Peachtree Street NE Suite 1000
Atlanta
,
GA
30303
PC
Expansion of the Relay Graduate School of Education's teacher residency program to Atlanta. Payable over three years.
833,334
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.
15,000,042
Covenant House Georgia
1559 Johnson Road NW
Atlanta
,
GA
303184017
PC
$7.5 million campaign to renovate and expand facilities to serve homeless youth.
750,000
Cristo Rey Atlanta Jesuit High School
222 Piedmont Avenue NE
Atlanta
,
GA
30308
PC
Operating support in response to the COVID-19 pandemic.
1,000,000
DDD Foundation
52 Executive Park South Suite 5203
Atlanta
,
GA
30329
PC
Relocation of dental clinic serving patients with developmental disabilities.
150,000
Georgia Campaign for Adolescent Power and Potential
1718 Peachtree St NW Suite 465
Atlanta
,
GA
30309
PC
Expansion of teen pregnancy prevention and health programs.
150,000
Georgia CASA
75 Marietta Street NW Suite 404
Atlanta
,
GA
30303
PC
Operating support for organization providing advocates for children in foster care.
500,000
Georgia Center for Child Advocacy
PO Box 17770
Atlanta
,
GA
30316
PC
$1.8 million campaign to relocate Fulton office to a new facility.
400,000
Georgia Family Connection Partnership
235 Peachtree Street Suite 1600
Atlanta
,
GA
30303
PC
Support of statewide network ($700,000) and costs associated with the establishment of a dropout prevention cohort ($250,000).
950,000
Georgia Leadership Institute for School Improvement
3237 Satellite Blvd Suite 460
Duluth
,
GA
30096
PC
Support of leadership program for school districts.
800,000
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.
700,000
Georgia State University Research Foundation
PO Box 3999
Atlanta
,
GA
303023999
PC
Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy.
400,000
Good Samaritan Health Center of Gwinnett
5949 Buford Hwy
Norcross
,
GA
30071
PC
Relocation of East Gwinnett clinic to expand services.
350,000
Goodwill of North Georgia
2201 Lawrenceville Hwy Suite 300
Decatur
,
GA
30033
PC
Establishment of two Career Centers as part of workforce development expansion.
1,000,000
KIPP Metro Atlanta
1445 Maynard Road NW
Atlanta
,
GA
30331
PC
Operating support in response to the COVID-19 pandemic ($1 million) and capital support to complete KIPP Soul ($1.5 million).
2,500,000
LaAmistad
3434 Roswell Road NW
Atlanta
,
GA
30305
PC
Expansion of afterschool program serving Latino students to three new sites.
106,000
L'Arche Atlanta
PO Box 2359
Decatur
,
GA
30031
PC
Purchase and renovation of a home for individuals with intellectual and developmental disabilities.
175,000
Lifecycle Building Center
PO Box 7661
Atlanta
,
GA
30357
PC
$2.8 million campaign to make critical repairs and add community engagement space to the Material Reuse Center.
350,000
Multi-Agency Alliance for Children
225 Peachtree St NE Suite 900
Atlanta
,
GA
30303
PC
One-time support for LEADS Education Program serving youth in foster care during the COVID-19 pandemic.
400,000
MUST Ministries
1407 Cobb Parkway North PO Box 1717
Marietta
,
GA
30061
PC
$10.9 million campaign to build a new campus providing shelter and services for the homeless.
1,500,000
Neighborhood Cooperative Ministries
500 Pinnacle Court Suite 510
Norcross
,
GA
30071
PC
$2.9 million campaign to acquire and renovate a new facility to expand services for low-income families in Gwinnett County.
250,000
North Fulton Community Charities
11270 Elkins Road
Roswell
,
GA
30075
PC
Acquisition and renovation of a new Service and Education Center.
400,000
Partners for HOME
818 Pollard Blvd 3rd Floor
Atlanta
,
GA
30315
PC
Support of citywide strategy to provide housing for the homeless as part of COVID-19 pandemic response and recovery efforts.
1,500,000
Partners in Change
467 Cherokee Avenue SE
Atlanta
,
GA
303123227
PC
Implementation of online tool and parent coaching program in 10 metro Atlanta schools.
350,000
Ron Clark Academy
228 Margaret Street SE
Atlanta
,
GA
30215
PC
Construction of the Ryan Marshall Performing Arts Center as part of $18.9 million campaign.
500,000
Soccer in the Streets
130 Boulevard NE Suite 4
Atlanta
,
GA
30312
PC
$5.56 million campaign to develop soccer fields adjacent to MARTA stations for StationSoccer youth development program.
500,000
Teach for America
1360 Peachtree St NE Suite 1100
Atlanta
,
GA
30309
PC
Support for the recruitment, training and placement of corps members in metro Atlanta schools.
500,000
TechBridge
100 Peachtree Street NW Suite 2090
Atlanta
,
GA
30303
PC
Support of Technology Career Program to provide low-income adults with comprehensive technical skills training.
250,000
The Kindezi Schools
950 Joseph E Lowery Blvd NW Ste 18
Atlanta
,
GA
30318
PC
Support for distance learning model and counseling services in response to the COVID-19 pandemic.
500,000
The Lovett School
4075 Paces Ferry Rd NW
Atlanta
,
GA
303273099
PC
Program and technology updates for Breakthrough Atlanta, an academic enrichment program for public school students in metro Atlanta.
100,000
The Posse Foundation
101 Marietta Street NW Suite 1040
Atlanta
,
GA
30303
PC
Support for program to recruit metro Atlanta high school students to attend selective colleges on full scholarships.
200,000
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Priority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta.
8,557,420
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Support of efforts to assist the homeless during the COVID-19 pandemic.
750,000
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Priority initiatives of the Regional Commission on Homelessness.
5,200,000
Voices for Georgia's Children
75 Marietta Street NW Suite 401
Atlanta
,
GA
303033068
PC
Operating support for child policy and advocacy organization.
250,000
Westside Future Fund
1300 Joseph E Boone Blvd NW Suite
16
Atlanta
,
GA
30314
PC
Support for comprehensive wraparound services at Hollis Innovation Academy and Booker T. Washington High School.
500,000
Year Up
1630 Metropolitan Parkway SW
Atlanta
,
GA
30310
PC
Support of workforce development program for low-income young adults.
750,000
YMCA of Metropolitan Atlanta
569 Martin Luther King Jr Drive NW
Atlanta
,
GA
303144164
PC
Operating support to maintain services during the COVID-19 pandemic.
2,000,000
Total
.................................
3a
67,286,808
b
Approved for future payment
Atlanta Neighborhood Development Partnership
229 Peachtree St NE Suite 705
Atlanta
,
GA
303031605
PC
Support for investment plan to accelerate the production of affordable housing units over the next five years.
4,000,000
Boy Scouts of America Atlanta Area Council
1800 Circle 75 Parkway SE
Atlanta
,
GA
30339
PC
Capital improvements at the Woodruff Scout Reservation and Bert Adams Scout Camp ($1,000,000) and operating support ($500,000).
500,000
Cristo Rey Atlanta Jesuit High School
222 Piedmont Avenue NE
Atlanta
,
GA
30308
PC
Operating support in response to the COVID-19 pandemic.
500,000
Georgia Campaign for Adolescent Power and Potential
1718 Peachtree St NW Suite 465
Atlanta
,
GA
30309
PC
Expansion of teen pregnancy prevention and health programs.
150,000
Mercy Care Foundation
5134 Peachtree Rd
Chamblee
,
GA
30341
PC
Expansion of Decatur Street clinic to meet increased demand for services.
4,000,000
Partners in Change
467 Cherokee Avenue SE
Atlanta
,
GA
303123227
PC
Implementation of online tool and parent coaching program in 10 metro Atlanta schools.
350,000
The Lovett School
4075 Paces Ferry Rd NW
Atlanta
,
GA
303273099
PC
Program and technology updates for Breakthrough Atlanta, an academic enrichment program for public school students in metro Atlanta.
100,000
Westside Future Fund
1300 Joseph E Boone Blvd NW Suite
16
Atlanta
,
GA
30314
PC
Support for comprehensive wraparound services at Hollis Innovation Academy and Booker T. Washington High School.
500,000
YMCA of Metropolitan Atlanta
569 Martin Luther King Jr Drive NW
Atlanta
,
GA
303144164
PC
Operating support to maintain services during the COVID-19 pandemic.
3,000,000
Total
.................................
3b
13,100,000
Form
990-PF
(2020)
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
105,797
4
Dividends and interest from securities
....
14
50,250,287
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
42,750
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
7,328,131
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
57,726,965
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
57,726,965
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2020)
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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Date
Title
Paid Preparer Use Only
Print/Type preparer's name
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Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2020)
Additional Data
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Form 990PF - Special Condition Description:
Special Condition Description
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
3DE National LLC
3565 Piedmont Road NEBuilding One
Suite 460
Atlanta
,
GA
30305
PC
Phase II expansion of the 3DE high school model in metro Atlanta.
2,000,000
Access to Capital for Entrepreneurs
504 Fair Street SW
Atlanta
,
GA
30313
PC
Support of strategic growth plan for certified Community Development Financial Institution that provides loans and development services to underserved markets.
250,000
Atlanta Neighborhood Development Partnership
229 Peachtree Street NE Suite 705
Atlanta
,
GA
303031605
PC
Support for investment plan to accelerate the production of affordable housing units over the next five years.
1,000,000
Atlanta Union Mission Corporation
2353 Bolton Road NW
Atlanta
,
GA
30318
PC
Development of low-barrier shelter for women and children at the Atlanta Day Shelter facility on Ethel Street.
4,000,000
Auditory-Verbal Center
1901 Century Circle Suite 20
Atlanta
,
GA
30345
PC
Relocation of offices for organization serving children with hearing loss.
50,000
Boy Scouts of America Atlanta Area Council
1800 Circle 75 Parkway SE
Atlanta
,
GA
30339
PC
Capital improvements at the Woodruff Scout Reservation and Bert Adams Scout Camp ($1,000,000) and operating support ($500,000).
1,000,000
Boys & Girls Clubs of Metro Atlanta
1275 Peachtree St NE Suite 500
Atlanta
,
GA
30309
PC
Operating support.
2,000,000
Campus Community Partnership Foundation
3423 Piedmont Road NE Suite 244
Atlanta
,
GA
303502704
PC
Support for Reading Rocks! literacy program.
25,000
Childkind
1990 Lakeside Parkway Suite 350
Tucker
,
GA
30084
PC
One-time support to develop a program providing therapeutic foster care services for children with behavioral challenges.
90,000
Children's Healthcare of Atlanta
1575 Northeast Expressway NE
Atlanta
,
GA
30329
PC
Implementation of the Marcus Autism Center's five-year strategic plan to focus on the early diagnosis and treatment of autism.
5,000,012
Communities in Schools of Georgia
260 Peachtree Street Suite 700
Atlanta
,
GA
30303
PC
Operating support of CISGA, which works to improve academic performance and reduce dropouts among at-risk youth.
800,000
Community Foundation for Greater Atlanta fbo redefinED Atlanta
191 Peachtree Street NE Suite 1000
Atlanta
,
GA
30303
PC
Expansion of the Relay Graduate School of Education's teacher residency program to Atlanta. Payable over three years.
833,334
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.
15,000,042
Covenant House Georgia
1559 Johnson Road NW
Atlanta
,
GA
303184017
PC
$7.5 million campaign to renovate and expand facilities to serve homeless youth.
750,000
Cristo Rey Atlanta Jesuit High School
222 Piedmont Avenue NE
Atlanta
,
GA
30308
PC
Operating support in response to the COVID-19 pandemic.
1,000,000
DDD Foundation
52 Executive Park South Suite 5203
Atlanta
,
GA
30329
PC
Relocation of dental clinic serving patients with developmental disabilities.
150,000
Georgia Campaign for Adolescent Power and Potential
1718 Peachtree St NW Suite 465
Atlanta
,
GA
30309
PC
Expansion of teen pregnancy prevention and health programs.
150,000
Georgia CASA
75 Marietta Street NW Suite 404
Atlanta
,
GA
30303
PC
Operating support for organization providing advocates for children in foster care.
500,000
Georgia Center for Child Advocacy
PO Box 17770
Atlanta
,
GA
30316
PC
$1.8 million campaign to relocate Fulton office to a new facility.
400,000
Georgia Family Connection Partnership
235 Peachtree Street Suite 1600
Atlanta
,
GA
30303
PC
Support of statewide network ($700,000) and costs associated with the establishment of a dropout prevention cohort ($250,000).
950,000
Georgia Leadership Institute for School Improvement
3237 Satellite Blvd Suite 460
Duluth
,
GA
30096
PC
Support of leadership program for school districts.
800,000
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.
700,000
Georgia State University Research Foundation
PO Box 3999
Atlanta
,
GA
303023999
PC
Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy.
400,000
Good Samaritan Health Center of Gwinnett
5949 Buford Hwy
Norcross
,
GA
30071
PC
Relocation of East Gwinnett clinic to expand services.
350,000
Goodwill of North Georgia
2201 Lawrenceville Hwy Suite 300
Decatur
,
GA
30033
PC
Establishment of two Career Centers as part of workforce development expansion.
1,000,000
KIPP Metro Atlanta
1445 Maynard Road NW
Atlanta
,
GA
30331
PC
Operating support in response to the COVID-19 pandemic ($1 million) and capital support to complete KIPP Soul ($1.5 million).
2,500,000
LaAmistad
3434 Roswell Road NW
Atlanta
,
GA
30305
PC
Expansion of afterschool program serving Latino students to three new sites.
106,000
L'Arche Atlanta
PO Box 2359
Decatur
,
GA
30031
PC
Purchase and renovation of a home for individuals with intellectual and developmental disabilities.
175,000
Lifecycle Building Center
PO Box 7661
Atlanta
,
GA
30357
PC
$2.8 million campaign to make critical repairs and add community engagement space to the Material Reuse Center.
350,000
Multi-Agency Alliance for Children
225 Peachtree St NE Suite 900
Atlanta
,
GA
30303
PC
One-time support for LEADS Education Program serving youth in foster care during the COVID-19 pandemic.
400,000
MUST Ministries
1407 Cobb Parkway North PO Box 1717
Marietta
,
GA
30061
PC
$10.9 million campaign to build a new campus providing shelter and services for the homeless.
1,500,000
Neighborhood Cooperative Ministries
500 Pinnacle Court Suite 510
Norcross
,
GA
30071
PC
$2.9 million campaign to acquire and renovate a new facility to expand services for low-income families in Gwinnett County.
250,000
North Fulton Community Charities
11270 Elkins Road
Roswell
,
GA
30075
PC
Acquisition and renovation of a new Service and Education Center.
400,000
Partners for HOME
818 Pollard Blvd 3rd Floor
Atlanta
,
GA
30315
PC
Support of citywide strategy to provide housing for the homeless as part of COVID-19 pandemic response and recovery efforts.
1,500,000
Partners in Change
467 Cherokee Avenue SE
Atlanta
,
GA
303123227
PC
Implementation of online tool and parent coaching program in 10 metro Atlanta schools.
350,000
Ron Clark Academy
228 Margaret Street SE
Atlanta
,
GA
30215
PC
Construction of the Ryan Marshall Performing Arts Center as part of $18.9 million campaign.
500,000
Soccer in the Streets
130 Boulevard NE Suite 4
Atlanta
,
GA
30312
PC
$5.56 million campaign to develop soccer fields adjacent to MARTA stations for StationSoccer youth development program.
500,000
Teach for America
1360 Peachtree St NE Suite 1100
Atlanta
,
GA
30309
PC
Support for the recruitment, training and placement of corps members in metro Atlanta schools.
500,000
TechBridge
100 Peachtree Street NW Suite 2090
Atlanta
,
GA
30303
PC
Support of Technology Career Program to provide low-income adults with comprehensive technical skills training.
250,000
The Kindezi Schools
950 Joseph E Lowery Blvd NW Ste 18
Atlanta
,
GA
30318
PC
Support for distance learning model and counseling services in response to the COVID-19 pandemic.
500,000
The Lovett School
4075 Paces Ferry Rd NW
Atlanta
,
GA
303273099
PC
Program and technology updates for Breakthrough Atlanta, an academic enrichment program for public school students in metro Atlanta.
100,000
The Posse Foundation
101 Marietta Street NW Suite 1040
Atlanta
,
GA
30303
PC
Support for program to recruit metro Atlanta high school students to attend selective colleges on full scholarships.
200,000
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Priority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta.
8,557,420
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Support of efforts to assist the homeless during the COVID-19 pandemic.
750,000
United Way of Greater Atlanta
40 Courtland Street NE Suite 300
Atlanta
,
GA
30303
PC
Priority initiatives of the Regional Commission on Homelessness.
5,200,000
Voices for Georgia's Children
75 Marietta Street NW Suite 401
Atlanta
,
GA
303033068
PC
Operating support for child policy and advocacy organization.
250,000
Westside Future Fund
1300 Joseph E Boone Blvd NW Suite
16
Atlanta
,
GA
30314
PC
Support for comprehensive wraparound services at Hollis Innovation Academy and Booker T. Washington High School.
500,000
Year Up
1630 Metropolitan Parkway SW
Atlanta
,
GA
30310
PC
Support of workforce development program for low-income young adults.
750,000
YMCA of Metropolitan Atlanta
569 Martin Luther King Jr Drive NW
Atlanta
,
GA
303144164
PC
Operating support to maintain services during the COVID-19 pandemic.
2,000,000
Total
...............................
3a
67,286,808
b
Approved for future payment
Atlanta Neighborhood Development Partnership
229 Peachtree St NE Suite 705
Atlanta
,
GA
303031605
PC
Support for investment plan to accelerate the production of affordable housing units over the next five years.
4,000,000
Boy Scouts of America Atlanta Area Council
1800 Circle 75 Parkway SE
Atlanta
,
GA
30339
PC
Capital improvements at the Woodruff Scout Reservation and Bert Adams Scout Camp ($1,000,000) and operating support ($500,000).
500,000
Cristo Rey Atlanta Jesuit High School
222 Piedmont Avenue NE
Atlanta
,
GA
30308
PC
Operating support in response to the COVID-19 pandemic.
500,000
Georgia Campaign for Adolescent Power and Potential
1718 Peachtree St NW Suite 465
Atlanta
,
GA
30309
PC
Expansion of teen pregnancy prevention and health programs.
150,000
Mercy Care Foundation
5134 Peachtree Rd
Chamblee
,
GA
30341
PC
Expansion of Decatur Street clinic to meet increased demand for services.
4,000,000
Partners in Change
467 Cherokee Avenue SE
Atlanta
,
GA
303123227
PC
Implementation of online tool and parent coaching program in 10 metro Atlanta schools.
350,000
The Lovett School
4075 Paces Ferry Rd NW
Atlanta
,
GA
303273099
PC
Program and technology updates for Breakthrough Atlanta, an academic enrichment program for public school students in metro Atlanta.
100,000
Westside Future Fund
1300 Joseph E Boone Blvd NW Suite
16
Atlanta
,
GA
30314
PC
Support for comprehensive wraparound services at Hollis Innovation Academy and Booker T. Washington High School.
500,000
YMCA of Metropolitan Atlanta
569 Martin Luther King Jr Drive NW
Atlanta
,
GA
303144164
PC
Operating support to maintain services during the COVID-19 pandemic.
3,000,000
Total
................................
3b
13,100,000