efile Public Visual Render
ObjectId: 202401139349102605 - Submission: 2024-04-22
TIN: 36-7754898
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. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
LULUMA CHARITABLE TRUST XXXXX8009
Number and street (or P.O. box number if mail is not delivered to street address)
10 S DEARBORN IL1-0111
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60603
A Employer identification number
36-7754898
B
Telephone number (see instructions)
(800) 496-2583
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)
$
30,344,518
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
4
Dividends and interest from securities
...
743,537
675,333
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-17,014
b
Gross sales price for all assets on line 6a
11,327,401
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
0
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)
.......
List of Attached Documents:
// Content
36,958
12
Total.
Add lines 1 through 11
........
763,481
675,333
13
Compensation of officers, directors, trustees, etc.
181,953
119,969
61,984
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
79,144
79,144
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
17,819
17,819
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
278,916
216,932
0
61,984
25
Contributions, gifts, grants paid
.......
6,632,500
6,632,500
26
Total expenses and disbursements.
Add lines 24 and 25
6,911,416
216,932
0
6,694,484
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-6,147,935
b
Net investment income
(if negative, enter -0-)
458,401
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2023)
Page 2
Form 990-PF (2023)
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
.............
473,498
716,414
716,414
2
Savings and temporary cash investments
.........
86,315
389,483
389,483
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
.......
24,534,595
List of Attached Documents:
// Content
18,650,744
21,263,970
c
Investments—corporate bonds (attach schedule)
.......
8,377,859
List of Attached Documents:
// Content
7,277,690
6,726,536
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
List of Attached Documents:
// Content
284,913
1,248,115
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
33,472,267
27,319,244
30,344,518
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
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
........
33,472,267
27,319,244
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
33,472,267
27,319,244
30
Total liabilities and net assets/fund balances
(see instructions)
.
33,472,267
27,319,244
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
33,472,267
2
Enter amount from Part I, line 27a
.....................
2
-6,147,935
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
27,324,332
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
5,088
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
27,319,244
Form
990-PF
(2023)
Page 3
Form 990-PF (2023)
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
1699. JPMORGAN BETABUILDERS DEVELO
2021-02-03
2023-01-06
b
30886.337 SIX CIRCLES INTL UNCON EQ
2023-01-06
c
8286.775 FIDELITY 500 INDEX FUND
2023-01-20
d
2293.608 FIDELITY 500 INDEX FUND
2021-02-03
2023-02-21
e
35885.991 SIX CIRCLES CREDIT OPPORT
2023-02-21
803.342 FIDELITY INTL INDX-INST PRM
2021-02-03
2023-03-30
4862.613 FIDELITY 500 INDEX FUND
2021-02-03
2023-03-30
1483. JPMORGAN BETABUILDERS JAPAN ETF
2021-02-03
2023-03-30
2468.11 SIX CIRCLES US UNCONSTR EQ
2023-03-30
12423.513 SIX CIRCLES INTL UNCON EQ
2021-04-26
2023-03-30
5245. VANGUARD BD INDEX TOTAL BD MKT ETF
2021-02-05
2023-03-30
2476. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-03-30
2443.654 FIDELITY INTL INDX-INST PRM
2021-02-03
2023-04-19
3521.367 FIDELITY 500 INDEX FUND
2021-02-03
2023-04-19
587. JPMORGAN BETABUILDERS EUROPE ETF
2023-02-21
2023-04-19
1100. JPMORGAN BETABUILDERS EUROPE ETF
2023-02-21
2023-04-19
634. JPMORGAN BETABUILDERS JAPAN ETF
2021-02-03
2023-04-19
1062. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-04-19
14872.738 SIX CIRCLES US UNCONSTR EQ
2021-02-26
2023-04-19
18728.795 SIX CIRCLES INTL UNCON EQ
2023-04-19
2190.684 SIX CIRCLES CREDIT OPPORT
2022-06-01
2023-04-19
2615.2 SIX CIRCLES CREDIT OPPORT
2021-02-24
2023-04-19
452. VANGUARD BD INDEX TOTAL BD MKT ETF
2021-02-05
2023-04-19
684. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-04-19
16176.081 FIDELITY INTL INDX-INST PRM
2021-02-03
2023-06-21
1. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-06-21
1. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-06-21
1816. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-06-21
1009.332 FIDELITY 500 INDEX FUND
2021-02-03
2023-06-29
1363.996 FIDELITY INTL INDX-INST PRM
2021-02-03
2023-07-21
6484.89 FIDELITY 500 INDEX FUND
2021-02-03
2023-07-21
1399. ISHARES US TREASURY BOND ETF
2021-04-26
2023-07-21
529. JPMORGAN BETABUILDERS EUROPE ETF
2023-02-21
2023-07-21
1085. JPMORGAN BETABUILDERS JAPAN ETF
2021-02-03
2023-07-21
1051. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-07-21
30486.55 SIX CIRCLES US UNCONSTR EQ
2023-07-21
9506.116 SIX CIRCLES INTL UNCON EQ
2021-02-23
2023-07-21
12357.52 SIX CIRCLES GLOBAL BOND
2021-02-05
2023-07-21
835. VANGUARD BD INDEX TOTAL BD MKT ETF
2021-02-05
2023-07-21
1700. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-07-21
412. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-07-21
376. JPMORGAN BETABUILDERS EUROPE ETF
2023-02-21
2023-07-26
2315. JPMORGAN BETABUILDERS EUROPE ETF
2023-02-21
2023-07-26
2634. JPMORGAN BETABUILDERS EUROPE ETF
2023-07-26
128.091 FIDELITY 500 INDEX FUND
2021-02-03
2023-09-28
866. JPMORGAN BETABUILDERS JAPAN ETF
2021-02-03
2023-09-28
3665.156 SIX CIRCLES US UNCONSTR EQ
2021-02-03
2023-09-28
13425.043 SIX CIRCLES GLOBAL BOND
2021-02-05
2023-09-28
416. VANGUARD BD INDEX TOTAL BD MKT ETF
2021-02-05
2023-09-28
2015. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-09-28
377. VANGUARD MORTGAGE-BACKED SEC
2021-02-05
2023-09-28
1031.212 FIDELITY INTL INDX-INST PRM
2021-02-03
2023-12-01
5030.605 FIDELITY 500 INDEX FUND
2021-02-03
2023-12-01
808. ISHARES US TREASURY BOND ETF
2021-04-26
2023-12-01
617. JPMORGAN BETABUILDERS JAPAN ETF
2021-02-03
2023-12-01
426. JPMORGAN BETABUILDERS CANADA
2021-02-03
2023-12-01
612. JPMORGAN BETABUILDERS DEVELO
2021-02-03
2023-12-01
22095.15 SIX CIRCLES US UNCONSTR EQ
2021-02-03
2023-12-01
12064.046 SIX CIRCLES INTL UNCON EQ
2023-12-01
4213.891 SIX CIRCLES GLOBAL BOND
2021-02-05
2023-12-01
2770.29 SIX CIRCLES CREDIT OPPORT
2022-06-01
2023-12-01
398. VANGUARD BD INDEX TOTAL BD MKT ETF
2021-02-05
2023-12-01
1160. VANGUARD TOTAL INTL BOND ETF
2021-02-03
2023-12-01
24434. ISHARES US TREASURY BOND ETF
2023-12-06
3893. VANGUARD BD INDEX TOTAL BD MKT ETF
2023-12-06
1087. ISHARES TR S & P MIDCAP 400 INDEX FD
2023-12-12
(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
85,734
95,297
-9,563
b
300,833
345,793
-44,960
c
1,142,249
1,106,877
35,372
d
318,651
304,775
13,876
e
315,079
370,669
-55,590
35,773
37,091
-1,318
685,872
646,144
39,728
70,877
84,340
-13,463
30,308
34,378
-4,070
126,596
135,168
-8,572
385,334
456,163
-70,829
120,710
143,801
-23,091
111,993
112,827
-834
507,852
467,919
39,933
32,439
31,004
1,435
60,777
58,099
2,678
30,614
36,056
-5,442
65,560
58,421
7,139
187,991
206,731
-18,740
197,402
202,455
-5,053
19,234
20,351
-1,117
22,961
26,963
-4,002
33,112
39,311
-6,199
33,103
39,725
-6,622
747,982
746,872
1,110
60
55
5
60
55
5
109,141
99,898
9,243
154,559
134,120
20,439
64,299
62,978
1,321
1,021,370
861,712
159,658
32,012
36,962
-4,950
29,354
27,940
1,414
56,379
61,705
-5,326
65,858
57,816
8,042
429,251
422,507
6,744
102,381
96,582
5,799
101,702
123,897
-22,195
60,640
72,621
-11,981
82,966
98,733
-15,767
20,111
23,928
-3,817
20,688
19,859
829
128,023
122,273
5,750
145,410
139,025
6,385
19,183
17,021
2,162
44,030
49,250
-5,220
49,186
50,652
-1,466
106,863
133,690
-26,827
28,952
36,180
-7,228
96,100
117,027
-20,927
16,458
20,395
-3,937
48,096
47,612
484
804,494
668,467
136,027
18,198
21,347
-3,149
32,439
35,089
-2,650
26,187
23,434
2,753
28,665
34,327
-5,662
320,380
305,355
15,025
128,361
121,419
6,942
34,722
41,766
-7,044
23,769
25,736
-1,967
28,555
34,615
-6,060
57,335
67,370
-10,035
554,281
595,634
-41,353
281,014
332,630
-51,616
286,833
295,503
-8,670
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
-9,563
b
-44,960
c
35,372
d
13,876
e
-55,590
-1,318
39,728
-13,463
-4,070
-8,572
-70,829
-23,091
-834
39,933
1,435
2,678
-5,442
7,139
-18,740
-5,053
-1,117
-4,002
-6,199
-6,622
1,110
5
5
9,243
20,439
1,321
159,658
-4,950
1,414
-5,326
8,042
6,744
5,799
-22,195
-11,981
-15,767
-3,817
829
5,750
6,385
2,162
-5,220
-1,466
-26,827
-7,228
-20,927
-3,937
484
136,027
-3,149
-2,650
2,753
-5,662
15,025
6,942
-7,044
-1,967
-6,060
-10,035
-41,353
-51,616
-8,670
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
-17,014
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
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)
1
6,372
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
6,372
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
6,372
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
9,420
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
9,420
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
List of Attached Documents:
// Content
8
0
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
3,048
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
3,048
Refunded
11
0
Form
990-PF
(2023)
Page 4
Form 990-PF (2023)
Page
4
Part VI-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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DE
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
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
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
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
JPMORGAN TRUST COMPANY OF DELAWARE
Telephone no.
(800) 496-2583
Located at
10 S DEARBORN IL1-0111
CHICAGO
IL
ZIP+4
60603
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 2023, 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
Form
990-PF
(2023)
Page 5
Form 990-PF (2023)
Page
5
Part VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(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)?
......................
1a(5)
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.)
...............
1a(6)
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
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2023?
.............
1d
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?
....................
2a
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.)
.....................
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 2023?
..
4b
No
Form
990-PF
(2023)
Page 6
Form 990-PF (2023)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
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?
.............
5a(5)
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
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
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?
.............................
6a
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?
7a
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?
.........................
8
No
Part VII
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
JPMORGAN TRUST COMPANY OF DELAWARE
TRUSTEE
2
181,953
10 S DEARBORN IL1-0111
CHICAGO
,
IL
60603
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
(2023)
Page 7
Form 990-PF (2023)
Page
7
Part VII
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-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 VIII-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
.........................
Form
990-PF
(2023)
Page 8
Form 990-PF (2023)
Page
8
Part IX
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
29,863,222
b
Average of monthly cash balances
.......................
1b
740,279
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
30,603,501
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
30,603,501
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
459,053
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
30,144,448
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
1,507,222
Part X
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 IX, line 6
..................
1
1,507,222
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
6,372
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,372
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,500,850
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,500,850
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 XII, line 1
...
7
1,500,850
Part XI
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
6,694,484
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
6,694,484
Form
990-PF
(2023)
Page 9
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
1,500,850
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
0
b
From 2019
......
0
c
From 2020
......
0
d
From 2021
......
0
e
From 2022
......
290,490
f
Total
of lines 3a through e
........
290,490
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
6,694,484
a
Applied to 2022, but not more than line 2a
0
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 2023 distributable amount
.....
1,500,850
e
Remaining amount distributed out of corpus
5,193,634
5
Excess distributions carryover applied to 2023.
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
5,484,124
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
0
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 2018 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
5,484,124
10
Analysis of line 9:
a
Excess from 2019
....
0
b
Excess from 2020
....
0
c
Excess from 2021
....
0
d
Excess from 2022
....
290,490
e
Excess from 2023
....
5,193,634
Form
990-PF
(2023)
Page 10
Form 990-PF (2023)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2023, 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 IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2023
(b)
2022
(c)
2021
(d)
2020
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NA
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.
NA
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2023)
Page 11
Form 990-PF (2023)
Page
11
Part XIV
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
REACH OUT AND READ GA
145 OLD SANDHURST LANDING
JOHNS CREEK
,
GA
30022
NONE
PC
GENERAL OPERATING
15,000
DECATUR ARTS ALLIANCE
113 CLAIREMONT AVE
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
20,000
MUSEUM OF DESIGN ATLANTA
1315 PEACHTREE ST NE
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING
100,000
MERCY CARE FOUNDATION INC
424 DECATUR STREET
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
150,000
HORIZON THEATRE COMPANY INCORPORATED
PO BOX 5376
ATLANTA
,
GA
31107
NONE
PC
GENERAL OPERATING
20,000
YMCA OF METRO ATLANTA
569 MARTIN LUTHER KING JR DR NW
ATLANTA
,
GA
30314
NONE
PC
GENERAL OPERATING
50,000
CAMP TWIN LAKES SUMMER CAMP
1100 SPRING ST NW SUITE 406
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING
50,000
SOCCER IN THE STREETS
130 BOULEVARD NE APT 1
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
20,000
LOCAL INITIATIVES SUPPORT CORPORATION
135 AUBURN AVENUE SUITE 207
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
50,000
EVERYBODY WINS
2221 PEACHTREE RD NE STE D-459
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING
20,000
AMANA ACADEMY
5540 N ALLEN RD SE
MABLETON
,
GA
30126
NONE
PC
GENERAL OPERATING
20,000
WILDERNESS WORKS
648 MEMORIAL DR SE
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
10,000
LOS NINOS PRIMEROS
471 MOUNT VERNON HIGHWAY NE
ATLANTA
,
GA
30328
NONE
PC
GENERAL OPERATING
40,000
PAJAMA PROGRAM
171 MADISON AVENUE SUITE 1409
NEW YORK
,
NY
10016
NONE
PC
GENERAL OPERATING
10,000
OUT TEACH
ONE THOMAS CIRCLE NW STE 700
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING
10,000
ORANGE DUFFEL BAG INITIATIVE INC
1801 PEACHTREE STREET NE SUITE 300
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING
30,000
CANINE ASSISTANTS
3160 FRANCIS RD
ALPHARETTA
,
GA
30004
NONE
PC
GENERAL OPERATING
50,000
KENNESAW STATE UNIVERSITY
3391 TOWN POINT DR NW SUITE 4000
KENNESAW
,
GA
30144
NONE
PC
GENERAL OPERATING
100,000
NEIGHBOR IN NEED
2735 TUPELO ST SE
ATLANTA
,
GA
30317
NONE
PC
GENERAL OPERATING
10,000
SHOWABILITY
964 RALPH D ABERNATHY BLVD C-20
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
25,000
HOPE (HELPING OTHER PEOPLE BE EMPOWERED)
PO BOX 3166
DULUTH
,
GA
30096
NONE
PC
GENERAL OPERATING
15,000
THE LITERACY LAB
1400 16TH ST NW SUITE 410
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING
50,000
PARTNERSHIP FOR SOUTHERN EQUITY
55 IVAN ALLEN JR BLVD NW SUITE 530
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING
15,000
BOOKS FOR KEEPS
PO BOX 49761
ATHENS
,
GA
30604
NONE
PC
GENERAL OPERATING
25,000
BETHESDA COMMUNITY CLINIC
111 MOUNTAIN BRROK DR 100
CANTON
,
GA
30115
NONE
PC
GENERAL OPERATING
50,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL RD
ATLANTA
,
GA
30345
NONE
PC
GENERAL OPERATING
25,000
YOUTH ENSEMBLE OF ATLANTA
9 GAMMON ST SE
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
10,000
GA BUILDING TRADES ACADEMY
501 PULLIAM ST SW 350
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
10,000
WOMEN IN TECHNOLOGY
1750 POWDER SPRINGS ROAD
MARIETTA
,
GA
30064
NONE
PC
GENERAL OPERATING
15,000
CENTER FOR BLACK WOMEN'S WELLNESS
477 WINDSOR STREET SW SUITE 309
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
25,000
LOST-N-FOUND YOUTH
2585 CHANTILLY DR NE
ATLANTA
,
GA
30324
NONE
PC
GENERAL OPERATING
15,000
HELPING MAMAS
4487 PARK DR STE A1
NORCROSS
,
GA
30093
NONE
PC
GENERAL OPERATING
50,000
STRIDE AHEAD
P O BOX 33051
DECATUR
,
GA
30033
NONE
PC
GENERAL OPERATING
20,000
HORIZONS ATLANTA
505 TENTH ST NW SUITE 3217
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
20,000
URBAN OAK INITIATIVE
352 UNIVERSITY AVENUE SUITE A119
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
100,000
GLOBAL VILLAGE PROJECT INC
205 SYCAMORE ST
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
30,000
LIVE-THRIVE ATLANTA
1110 HILL ST SE
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
75,000
ATLANTA COMMUNITY FOOD BANK
3400 NORTH DESERT DRIVE
ATLANTA
,
GA
30344
NONE
PC
GENERAL OPERATING
25,000
SPAY GEORGIA
PO BOX 3780
LILBURN
,
GA
30048
NONE
PC
GENERAL OPERATING
10,000
VISION TO LEARN GEORGIA
12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES
,
CA
90025
NONE
PC
GENERAL OPERATING
250,000
SECOND HELPINGS ATLANTA
970 JEFFERSON ST NW STE 5
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
15,000
PATH UNITED
P O BOX 1087
LOGANVILLE
,
GA
30052
NONE
PC
GENERAL OPERATING
10,000
3D GIRLS INC
933 LEE STREET SW SUITE B-1
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
5,000
FIX GA PETS
6300 POWERS FERRY RD 600-191
ATLANTA
,
GA
30339
NONE
PC
GENERAL OPERATING
10,000
CAREING PAWS OF GEORGIA
4 TERRACE PARK
NEWNAN
,
GA
30265
NONE
PC
GENERAL OPERATING
10,000
CORNERS OUTREACH
1854 SHACKLEFORD COURT
NORCROSS
,
GA
30093
NONE
PC
GENERAL OPERATING
50,000
GIRLS ON THE RUN OF ATLANTA INC
1904 MONROE DRIVE SUITE 135
ATLANTA
,
GA
30324
NONE
PC
GENERAL OPERATING
25,000
GREENING YOUTH FOUNDATION
50 HURT PLAZA SE SUITE 980
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
20,000
CHOP ART
2336 RIDGECREST LANE
ATLANTA
,
GA
30344
NONE
PC
GENERAL OPERATING
7,500
GEEARS
3400 PEACHTREE RD NE SUITE 921
ATLANTA
,
GA
30326
NONE
PC
GENERAL OPERATING
35,000
CLARKSTON COMMUNITY HEALTH CENTER
3700 MARKET ST SUITE E1
CLARKSTON
,
GA
30021
NONE
PC
GENERAL OPERATING
50,000
GLOBAL GROWERS
500 S COLUMBIA DRIVE
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
10,000
READING IS ESSENTIAL FOR ALL PEOPLE
2960 ALSTON DRIVE SE
ATLANTA
,
GA
30317
NONE
PC
GENERAL OPERATING
15,000
DECATUR MAKERS
605 W PONCE DE LEON AVE
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
15,000
STEAM TRUCK
178 LAREDO DRIVE SUITE B
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
35,000
ALCHEMY SKY FOUNDATION INC
1097 RHOMBOID STREET
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
7,500
REIMAGINE ATL
100 FLAT SHOALS AVE BOX 3
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
20,000
SOUTHERN JOURNEY ANIMAL RESCUE AND
TRANSPORT
245 BUTTERNUT CV
BLAIRSVILLE
,
GA
30512
NONE
PC
GENERAL OPERATING
10,000
PAINT LOVE
500 S COLUMBIA DR SUITE 242
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
10,000
PAWKIDS
PO BOX 20468
ATLANTA
,
GA
30325
NONE
PC
GENERAL OPERATING
30,000
STAR C CORPORATION
1335 D CANTON RD
MARIETTA
,
GA
30060
NONE
PC
GENERAL OPERATING
20,000
MEDICAL DEBT RESOLUTION INC
28-07 JACKSON AVE 5TH FL
LONG ISLAND CITY
,
NY
11101
NONE
PC
GENERAL OPERATING
25,000
4DWN PROJECT
3839 MCKINNEY AVE SUITE 155-757
DALLAS
,
TX
75204
NONE
PC
GENERAL OPERATING
25,000
COMMON GOOD ATLANTA
255 MATHEWS AVE NE
ATLANTA
,
GA
30307
NONE
PC
GENERAL OPERATING
10,000
COOL GIRLS
315 W PONCE DE LEON AVE SUITE 800
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
15,000
FURKIDS
5235 UNION HILL ROAD
CUMMING
,
GA
30040
NONE
PC
GENERAL OPERATING
50,000
THE CONSERVATION FUND
825 WARNER ST SW
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
50,000
KIPP METRO ATLANTA COLLABORATIVE
1445 MAYNARD ROAD NORTHWEST
ATLANTA
,
GA
30331
NONE
PC
GENERAL OPERATING
20,000
TREES ATLANTA
825 WARNER ST SW SUITE A
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
15,000
WELLSPRING LIVING
1040 BOULEVARD SE STE M
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
20,000
DRAWCHANGE INC
PO BOX 55627
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING
15,000
CHILDRENS HEALTHCARE OF ATLANTA
1575 NORTHEAST EXPY NE
ATLANTA
,
GA
30329
NONE
PC
GENERAL OPERATING
75,000
BERT'S BIG ADVENTURE INC
PO BOX 420917
ATLANTA
,
GA
30342
NONE
PC
GENERAL OPERATING
25,000
TENDER FOUNDATION INC
720 RALPH MCGILL BLVD NE UNIT 658
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
15,000
LEAP FOR LITERACY
PO BOX 2372
PEACHTREE CITY
,
GA
30269
NONE
PC
GENERAL OPERATING
15,000
WINGS FOR KIDS ATLANTA
1465 NORTHSIDE DRIVE SUITE 212
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
25,000
SHELTERING ARMS
385 CENTENNIAL OLYMPIC PARK DRIVE
ATLANTA
,
GA
30313
NONE
PC
GENERAL OPERATING
40,000
EPISCOPAL DIOCESE OF ATLANTA
(EMMAUS HOUSE)
1017 HANK AARON DRIVE SW
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
50,000
CARRIE STEELE PITTS HOME
667 FAIRBURN RD NW
ATLANTA
,
GA
30331
NONE
PC
GENERAL OPERATING
20,000
ATLANTA CONTEMPORARY
535 MEANS ST NW
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
20,000
ATLANTA VOLUNTEER LAWYER FOUNDATION INC
235 PEACHTREE STREET SUITE 1750
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
25,000
HEALTHY MOTHERS HEALTHY BABIES COALITION
2200 CENTURY PARKWAY NE SUITE 460
ATLANTA
,
GA
30345
NONE
PC
GENERAL OPERATING
10,000
ATLANTA CENTER FOR SELF SUFFICIENCY
18 WILLIAM HOLMES BORDERS DR NE
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
25,000
LEKOTEK
1901 MONTREAL RD SUITE 126
TUCKER
,
GA
30084
NONE
PC
GENERAL OPERATING
65,000
FAMILIES OF CHILDREN UNDER STRESS INC
3825 PRESIDENTIAL PARKWAY SUITE 10
ATLANTA
,
GA
30340
NONE
PC
GENERAL OPERATING
50,000
WOMEN'S RESOURCE CENTER TO END DOMESTIC
VIOLENCE
PO BOX 171
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
15,000
OUR HOUSE INC
173 BOULEVARD NE
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
50,000
GA CENTER FOR CHILD ADVOCACY
680 MURPHY AVE SW SUITE 5091
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
10,000
GEORGIA CASA
75 MARIETTA ST NW SUITE 404
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
30,000
THE STUDY HALL
P O BOX 6717
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
150,000
CONSTRUCTION READY
1940 THE EXCHANGE SE
ATLANTA
,
GA
30339
NONE
PC
GENERAL OPERATING
35,000
VOX TEEN COMMUNICATIONS
229 PEACHTREE ST NE SUITE 725
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
25,000
HEARTS TO NOURISH HOPE
640 GA-138
RIVERDALE
,
GA
30274
NONE
PC
GENERAL OPERATING
10,000
CROSSROADS COMMUNITY MINISTRIES
PO BOX 55397
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING
10,000
DAD'S GARAGE
569 EZZARD ST SE
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
30,000
POSITIVE GROWTH INC
945 N INDIAN CREEK DR
CLARKSTON
,
GA
30021
NONE
PC
GENERAL OPERATING
10,000
REFUGEE WOMENS NETWORK
500 S COLUMBIA DRIVE
DECATUR
,
GA
30030
NONE
PC
GENERAL OPERATING
50,000
THE MULTI AGENCY ALLIANCE FOR CHILDREN
229 PEACHTREE STREET NE SUITE 1400
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
25,000
ATLANTA WOMEN'S FOUNDATION
3715 NORTHSIDE PARKWAY NW SUITE 4-
ATLANTA
,
GA
30327
NONE
PC
GENERAL OPERATING
15,000
DEKALB LIBRARY FOUNDATION
3560 KENSINGTON ROAD
DECATUR
,
GA
30032
NONE
PC
GENERAL OPERATING
30,000
FERST READERS
PO BOX 1327
MADISON
,
GA
30650
NONE
PC
GENERAL OPERATING
25,000
HEALTHMPOWERS INC
3000 NORTHWOODS PARKWAY STE 240
NORCROSS
,
GA
30071
NONE
PC
GENERAL OPERATING
10,000
FOSTER CARE SUPPORT FOUNDATION
3334 TRAILS END ROAD NE
ROSSWELL
,
GA
30075
NONE
PC
GENERAL OPERATING
50,000
YOUTHSPARK
395 PRYOR ST SW 2117
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
10,000
FUTURE FOUNDATION
1892 WASHINGTON RD
ATLANTA
,
GA
30344
NONE
PC
GENERAL OPERATING
10,000
UNIVERSITY SYSTEM OF GA FOUNDATION
2872 WOODCOCK BLDV
ATLANTA
,
GA
30341
NONE
PC
GENERAL OPERATING
50,000
GA STATE UNIVERSITY FOUNDATION
C/O PROJECT HEALTHY GRANDPARENTS
P O BOX 2668
ATLANTA
,
GA
30301
NONE
PC
GENERAL OPERATING
10,000
CENTER FOR PUPPETRY ARTS
1404 SPRING STREET NW
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING
20,000
CHRIS 180
1030 FAYETTEVILLE ROAD
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
35,000
LIFE ROLLS ON
P O BOX 45770
LOS ANGELES
,
CA
90045
NONE
PC
GENERAL OPERATING
15,000
ANGELS AMONG US PET RESCUE
PO BOX 821
ALPHARETTA
,
GA
30009
NONE
PC
GENERAL OPERATING
25,000
ANNANDALE AT SUWANEE INC
3500 ANNANDALE LN
SUWANEE
,
GA
30024
NONE
PC
GENERAL OPERATING
75,000
LASKEY'S LUCKY ONES AND VOLUNTEERS
2789 S CLARK DR
ATLANTA
,
GA
30344
NONE
PC
GENERAL OPERATING
10,000
THE CALLANWOLDE FOUNDATION
980 BRIARCLIFF RD NE
ATLANTA
,
GA
30306
NONE
PC
GENERAL OPERATING
50,000
THE SKATEPARK PROJECT
1611A S MELROSE DR 360
VISTA
,
CA
92081
NONE
PC
GENERAL OPERATING
50,000
GEORGIA ANIMAL PROJECT
PO BOX 689
HOLLY SPRINGS
,
GA
30142
NONE
PC
GENERAL OPERATING
75,000
GIRLS ROCK CAMP ATL
820 ESSIE AVE SE
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
10,000
CATALYST SPORTS
2020 HOWELL MILL ROAD NW STE D560
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
15,000
PURPOSE BUILT SCHOOLS CARVER ACADEMY
1670 BENJAMIN WELDON BICKERS DR SE
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
45,000
LEAP YEAR
352 UNIVERSITY AVE SW UNIT S - 123
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
25,000
NEXT LEVEL EMPOWERMENT CENTER
6325 SHANNON PKWY SUITE A-1
UNION CITY
,
GA
30291
NONE
PC
GENERAL OPERATING
10,000
JARED'S HEART OF SUCCESS
8343 ROSWELL RD SUITE 126
ATLANTA
,
GA
30350
NONE
PC
GENERAL OPERATING
5,000
L AND J EMPOWERMENT
4335 COBB PARKWAY SUITE J 522
ATLANTA
,
GA
30339
NONE
PC
GENERAL OPERATING
15,000
AUTOMOTIVE TRAINING CENTER
2210 SYLVAN RD UNIT M
EAST POINT
,
GA
30344
NONE
PC
GENERAL OPERATING
425,000
URBAN HEALTH AND WELLNESS
(THR URBAN CLINIC OF ATLANTA)
777 CLEVELAND AVE SW SUITE 209
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
75,000
MOTHERS ADVOCACY PROJECT
PO BOX 88340
ATLANTA
,
GA
30356
NONE
PC
GENERAL OPERATING
25,000
NANA GRANTS
6065 ROSSWELL RD 450
ATLANTA
,
GA
30328
NONE
PC
GENERAL OPERATING
600,000
HEIRBORN SERVANTS
P O BOX 418
HOSCHTON
,
GA
30548
NONE
PC
GENERAL OPERATING
25,000
NAFASI FUND
1101 MCMURTRIE DR NW SUITE E2
HUNTSVILLE
,
AL
35806
NONE
PC
GENERAL OPERATING
25,000
HAND HEART AND SOUL PROJECT INC
220 ARROWHEAD BLVD STE 200
JONESBORO
,
GA
30236
NONE
PC
GENERAL OPERATING
10,000
THE ANSLEY SCHOOL
120 RALPH MCGILL BE BLDG 3 STE
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING
20,000
ARTICULATE ATL
232 BRADBERRY ST SW
ATLANTA
,
GA
30313
NONE
PC
GENERAL OPERATING
10,000
EMPOWERED READERS
424 BILL KENNEDY WAY SE
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
10,000
OPEN DOORS SOLUTIONS INC
2872 WOODCOCK BLVD SUITE 211
ATLANTA
,
GA
30341
NONE
PC
GENERAL OPERATING
20,000
KIDKONG ASSOCIATION
5862 VEL CT SE
MABLETON
,
GA
30126
NONE
PC
GENERAL OPERATING
7,500
3 DE SCHOOLS (JUNIOR ACHIEVEMENT)
3565 PIEDMONT ROAD NE
ATLANTA
,
GA
30305
NONE
PC
GENERAL OPERATING
15,000
MOTHERHOOD BEYOND BARS
1799 BIARCLIFF ROAD BOX 15276
ATLANTA
,
GA
30333
NONE
PC
GENERAL OPERATING
20,000
YOUNG AUTHORS PUBLISHING
807 STUDENT MOVEMENT BLVD
ATLANTA
,
GA
30314
NONE
PC
GENERAL OPERATING
10,000
INSPIRED U
1550 SOUTHLAND CIRCLE NW 200
ATLANTA
,
GA
30319
NONE
PC
GENERAL OPERATING
20,000
LIVING ON PURPOSE ATL
965 MAIN ST B
STONE MOUNTAIN
,
GA
30083
NONE
PC
GENERAL OPERATING
5,000
CREATIVE KIDS CORPORATION
CORPORATION
1345 DONNELLY AVE SW APT G1
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
30,000
ATLANTA GLOW
109 ANDERSON ST SE SUITE 602
MARIETTA
,
GA
30060
NONE
PC
GENERAL OPERATING
10,000
CANOPY ATLANTA
P O BOX 115573
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
10,000
ATLANTA ARTIST RELIEF FUND
305 VALLEY BROOK XING
DECATUR
,
GA
30079
NONE
PC
GENERAL OPERATING
10,000
THERAPINK FOR GIRLS
3450 MILLER DRIVE
CHAMBLEE
,
GA
30341
NONE
PC
GENERAL OPERATING
10,000
SAGE STUDIO
916 SPRINGDALE ROAD BLDG 2 103
AUSTIN
,
TX
78702
NONE
PC
GENERAL OPERATING
50,000
ATLANTA THRIVE PARENT INSTITUTE
750 GLENWOOD AVE SW
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
20,000
NSORO FOUNDATION
667 FAIRBURN ROAD NW
ATLANTA
,
GA
30331
NONE
PC
GENERAL OPERATING
30,000
ATLANTA HUMANE SOCIETY
981 HOWELL MILL RD NW
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
20,000
XBOOKS
180 JACKSON ST NE APT 8103
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
7,500
PEBBLE TOSSERS
1155 MOUNT VERNON HWY STE 800
ATLANTA
,
GA
30338
NONE
PC
GENERAL OPERATING
10,000
ATLANTA LAND TRUST
245 NORTH HIGHLAND AVENUE NE
ATLANTA
,
GA
30307
NONE
PC
GENERAL OPERATING
50,000
EAST ATLANTA KIDS CLUB
602 BROWNWOOD AVE SE
ATLANTA
,
GA
30316
NONE
PC
GENERAL OPERATING
35,000
SOUL FOOD CYPHER
245 N HIGHLAND AVE SUITE 230-137
ATLANTA
,
GA
30307
NONE
PC
GENERAL OPERATING
25,000
TRULY LIVING WELL CENTER
1040 WESTVIEW DR
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
10,000
LIFELINE ANIMAL PROJECT
3180 PRESIDENTIAL DRIVE
ATLANTA
,
GA
30340
NONE
PC
GENERAL OPERATING
75,000
WE LOVE BUFORD HIGHWAY
130 SADDLE CREEK CT
ROSWELL
,
GA
30076
NONE
PC
GENERAL OPERATING
90,000
CANINE CELLMATES
7742 SPALDING DRIVE SUITE 393
SANDY SPRINGS
,
GA
30092
NONE
PC
GENERAL OPERATING
30,000
FIRST STEP STAFFING
302 DECATUR ST
ATLANTA
,
GA
30312
NONE
PC
GENERAL OPERATING
75,000
FRANKIE AND ANDYS PLACE
653 GAINESVILLE HWY
WINDER
,
GA
30680
NONE
PC
GENERAL OPERATING
150,000
GEORGIA WORKS
275 PRYOR ST SW
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
75,000
COMMUNITY FARMERS MARKETS INC
1039 GRANT ST
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
35,000
MEALS ON WHEELS ATLANTA
1705 COMMERCE DRIVE NW
ATLANTA
,
GA
30318
NONE
PC
GENERAL OPERATING
25,000
FOCUSED COMMUNITY STRATEGIES
1297 MCDONOUGH BLVD SE
ATLANTA
,
GA
30315
NONE
PC
GENERAL OPERATING
25,000
DRESS FOR SUCCCESS ATLANTA
6255 BARFIELD RD
ATLANTA
,
GA
30328
NONE
PC
GENERAL OPERATING
10,000
ATLANTA MUSIC PROJECT
883 DILL AVE SW
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
40,000
AHIMSA HOUSE
PO BOX 2173
TUCKER
,
GA
30085
NONE
PC
GENERAL OPERATING
35,000
ACHIEVE ATLANTA INC
191 PEACHTREE ST NE SUITE 830
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING
50,000
GIRLS INC
461 MAGNET ST
MARIETTA
,
GA
30060
NONE
PC
GENERAL OPERATING
20,000
CONCRETE JUNGLE INC
1050 OAKLEIGH DRIVE
EAST POINT
,
GA
30344
NONE
PC
GENERAL OPERATING
20,000
KATES CLUB INC
1190 W DRUID HILLS DR NE
ATLANTA
,
GA
30329
NONE
PC
GENERAL OPERATING
100,000
48IN48 INC
2097 ABBY LANE NE
ATLANTA
,
GA
30345
NONE
PC
GENERAL OPERATING
7,500
PAWS BETWEEN HOMES
3703 TARRYTOWN WAY
DECATUR
,
GA
30034
NONE
PC
GENERAL OPERATING
25,000
BEARINGS BIKE WORKS
982 MURPHY AVENUE SW
ATLANTA
,
GA
30310
NONE
PC
GENERAL OPERATING
25,000
PAWS ATLANTA
5287 COVINGTON HWY
DECATUR
,
GA
30035
NONE
PC
GENERAL OPERATING
30,000
ATLANTA CHILDREN'S SHELTER INC
P O BOX 54322
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING
25,000
HELPING EMPOWER YOUTH
170 JOSEPH LOWERY BLVD
ATLANTA
,
GA
30314
NONE
PC
GENERAL OPERATING
35,000
WHOLESOME WAVE
PO BOX 3968
BRIDGEPORT
,
CT
06605
NONE
PC
GENERAL OPERATING
25,000
LEAD
680 MURPHY AVE SW SUITE 4128
ATLANTA
,
FM
30315
NONE
PC
GENERAL OPERATING
35,000
MOVING IN THE SPIRIT DANCE GROUP
1458 LA FRANCE ST NE
ATLANTA
,
GA
30307
NONE
PC
GENERAL OPERATING
30,000
Total
.................................
3a
6,632,500
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2023)
Page 12
Form 990-PF (2023)
Page
12
Part XV-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
...........
4
Dividends and interest from securities
....
14
743,537
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
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
-17,014
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
36,958
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
763,481
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
763,481
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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
(2023)
Page 13
Form 990-PF (2023)
Page
13
Part XVI
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
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2024-04-17
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
HEATHER A HAWES
Preparer's Signature
Date
2024-04-17
Check if self-
employed
PTIN
P01379658
Firm's name
ERNST & YOUNG US LLP
Firm's EIN
34-6565596
Firm's address
99 WOOD AVE SOUTH
ISELIN
,
NJ
08830
Phone no.
(732) 767-9100
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description