Lettie Pate Evans Foundation Inc Trustee Of The Restricted Fund Uw

Atlanta, GA
Tax-exempt since April 1973
EIN: 23-7282939

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$541M (2023)

Expenses

$126M (2023)

Total Assets

$3.97B (2023)

Total Liabilities

$28.1M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$540,613,287

Expenses

$126,109,963

Net Income

$414,503,324

Net Assets

$3,941,933,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$126,109,963	23.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$414,503,324	76.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$525,502	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$289,332	0.2%

Assets/Debt
Total Assets	$3,970,058,445
Total Liabilities	$28,125,303
Net Assets	$3,941,933,142

Compensation

Key Employees and Officers	Compensation	Related	Other
P Russell Hardin (President)	$177,873	$441,134	$64,799
Erik S Johnson (Secretary & Vice President)	$104,656	$259,552	$56,576
Eli P Niepoky (Treasurer)	$92,712	$229,932	$66,203
Elizabeth A Smith (Grants Program Director)	$55,919	$138,682	$28,925
Sarah Tablan (Controller)	$50,243	$124,604	$39,380
Carrie D Conway (Senior Program Officer)	$40,404	$100,204	$41,667
Katrina H Voegtlin (Assistant Controller)	$32,789	$81,319	$44,626
Dahlia Brown (Program Officer)	$31,816	$78,905	$38,912
Lawrence L Gellerstedt Iii (Trustee Vice Chair)	$26,250	$58,750	$0
James B Williams (Trustee Chair Emeritus)	$18,750	$56,250	$0
E Jenner Wood Iii (Trustee Chair)	$18,750	$66,250	$0
David P Stockert (Trustee)	$18,750	$37,917	$0
Lyons Gray (Trustee)	$18,750	$6,250	$0

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990

Filed on May 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$551,574,370

Expenses

$119,029,760

Net Income

$432,544,610

Net Assets

$4,069,798,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$119,029,760	21.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$432,544,610	78.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$924,478	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$273,179	0.2%

Assets/Debt
Total Assets	$4,095,775,433
Total Liabilities	$25,976,793
Net Assets	$4,069,798,640

Compensation

Key Employees and Officers	Compensation	Related	Other
P Russell Hardin (President)	$595,476	$1,569,686	$98,785
Erik S Johnson (Secretary & Vice President)	$97,825	$241,167	$53,107
Eli P Niepoky (Treasurer)	$86,510	$213,272	$61,978
Elizabeth A Smith (Grants Program Director)	$53,575	$132,080	$26,837
Sarah Tablan (Controller)	$46,795	$115,364	$37,747
Carrie D Conway (Senior Program Officer)	$37,581	$92,649	$38,627
Katrina H Voegtlin (Assistant Controller)	$31,567	$77,822	$39,934
Dahlia Brown (Program Officer)	$29,526	$72,790	$37,181
Lawrence L Gellerstedt Iii (Trustee Vice Chair)	$26,250	$58,750	$0
James B Williams (Trustee Chair Emeritus)	$18,750	$56,250	$0
E Jenner Wood Iii (Trustee Chair)	$18,750	$66,250	$0
David P Stockert (Trustee)	$18,750	$31,250	$0
Lyons Gray (Trustee)	$18,750	$6,250	$0

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990

Filed on May 11, 2023

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$442,744,333

Expenses

$111,084,652

Net Income

$331,659,681

Net Assets

$3,897,353,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$111,084,652	25.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$331,659,681	74.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$430,799	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$249,426	0.2%

Assets/Debt
Total Assets	$3,922,374,719
Total Liabilities	$25,021,462
Net Assets	$3,897,353,257

Compensation

Key Employees and Officers	Compensation	Related	Other
P Russell Hardin (President)	$155,549	$405,904	$94,058
Erik S Johnson (Secretary & Vice President)	$86,159	$224,831	$47,058
Eli P Niepoky (Treasurer)	$50,928	$132,897	$46,986
Elizabeth A Smith (Grants Program Director)	$49,683	$129,647	$26,818
Sarah Tablan (Controller)	$42,620	$111,218	$32,803
Carrie D Conway (Senior Program Officer)	$34,749	$90,677	$39,008
Katrina H Voegtlin (Assistant Controller)	$28,132	$73,411	$36,464
Lawrence L Gellerstedt Iii (Trustee Vice Chair)	$26,250	$58,750	$0
James B Williams (Trustee Chair Emeritus)	$18,750	$56,250	$0
E Jenner Wood Iii (Trustee Chair)	$18,750	$66,250	$0
David P Stockert (Trustee)	$18,750	$31,250	$0
Lyons Gray (Trustee)	$18,750	$6,250	$0

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990

Filed on May 11, 2022

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XML

Fiscal Year Ending Dec.
2020

Revenue

$187,984,622

Expenses

$106,625,591

Net Income

$81,359,031

Net Assets

$3,503,635,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$106,625,591	56.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$81,359,031	43.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$369,196	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$242,163	0.2%

Assets/Debt
Total Assets	$3,526,487,187
Total Liabilities	$22,851,504
Net Assets	$3,503,635,683

Compensation

Key Employees and Officers	Compensation	Related	Other
P Russell Hardin (President)	$158,710	$518,382	$118,033
Erik S Johnson (Secretary & Treasurer)	$82,187	$268,441	$55,383
Elizabeth A Smith (Grants Program Director)	$52,153	$170,341	$32,486
Sarah Tablan (Controller)	$42,225	$137,915	$41,470
Carrie D Conway (Senior Program Officer)	$34,589	$112,973	$46,564
Katrina H Voegtlin (Assistant Controller)	$28,640	$93,543	$45,728
Lawrence L Gellerstedt Iii (Trustee Vice Chair)	$26,250	$58,750	$0
James B Williams (Trustee Chair Emeritus)	$18,750	$66,250	$0
E Jenner Wood Iii (Trustee Chair)	$18,750	$68,750	$0
David P Stockert (Trustee)	$18,750	$31,250	$0
Herbert Claiborne Jr (Trustee Deceased 2/16/20)	$15,000	$30,000	$0
Lyons Gray (Trustee Elected November 2020)	$4,375	$41,458	$0

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990

Filed on May 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$202,955,784

Expenses

$104,307,293

Net Income

$98,648,491

Net Assets

$3,515,089,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$104,307,293	51.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$98,648,491	48.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$353,877	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$225,784	0.2%

Assets/Debt
Total Assets	$3,536,502,926
Total Liabilities	$21,413,125
Net Assets	$3,515,089,801

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$226,110,452

Expenses

$101,740,355

Net Income

$124,370,097

Net Assets

$3,001,001,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$101,740,355	45.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$124,370,097	55.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$340,434	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$223,791	0.2%

Assets/Debt
Total Assets	$3,021,946,624
Total Liabilities	$20,945,043
Net Assets	$3,001,001,581

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$195,203,732

Expenses

$96,037,521

Net Income

$99,166,211

Net Assets

$2,973,004,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$96,037,521	49.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$99,166,211	50.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$323,573	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$214,195	0.2%

Assets/Debt
Total Assets	$2,992,222,070
Total Liabilities	$19,217,998
Net Assets	$2,973,004,072

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$180,514,822

Expenses

$90,307,317

Net Income

$90,207,505

Net Assets

$2,676,276,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$90,307,317	50.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$90,207,505	50.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$308,119	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$181,444	0.2%

Assets/Debt
Total Assets	$2,694,644,087
Total Liabilities	$18,367,164
Net Assets	$2,676,276,923

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$150,389,911

Expenses

$84,562,618

Net Income

$65,827,293

Net Assets

$2,731,841,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$84,562,618	56.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$65,827,293	43.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$289,863	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$173,500	0.2%

Assets/Debt
Total Assets	$2,749,108,663
Total Liabilities	$17,267,423
Net Assets	$2,731,841,240

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$78,509,730

Expenses

$78,391,341

Net Income

$118,389

Net Assets

$2,691,280,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$78,391,342	99.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$118,388	0.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$362,673	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$161,407	0.2%

Assets/Debt
Total Assets	$2,722,424,147
Total Liabilities	$31,144,105
Net Assets	$2,691,280,042

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$72,547,592

Expenses

$72,430,964

Net Income

$116,628

Net Assets

$2,631,920,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$72,430,964	99.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$116,628	0.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$357,614	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$146,688	0.2%

Assets/Debt
Total Assets	$2,660,670,691
Total Liabilities	$28,750,576
Net Assets	$2,631,920,115

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$66,835,972

Expenses

$66,712,647

Net Income

$123,325

Net Assets

$2,318,768,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$66,712,647	99.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$123,325	0.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$340,388	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$136,445	0.2%

Assets/Debt
Total Assets	$2,345,294,846
Total Liabilities	$26,526,825
Net Assets	$2,318,768,021

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,462,004

Expenses

$61,802,845

Net Income

$659,159

Net Assets

$2,238,910,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$61,802,845	98.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$659,159	1.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$347,205	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$133,944	0.2%

Assets/Debt
Total Assets	$2,263,411,368
Total Liabilities	$24,500,642
Net Assets	$2,238,910,726

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated September 5, 2024

Lettie Pate Evans Foundation Inc Trustee Of The Restricted Fund Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $541M (2023)

Expenses $126M (2023)

Total Assets $3.97B (2023)

Total Liabilities $28.1M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

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Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Revenue

$541M (2023)

Expenses

$126M (2023)

Total Assets

$3.97B (2023)

Total Liabilities

$28.1M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001