2025-05-14T09:10:36-05:00 2024-12-31 990PF 2024-01-01 581695425 Robert W Woodruff Foundation Inc ROBE 4045226755 191 Peachtree Street NE 3540 Atlanta GA 303031799 Erik S Johnson President 4045226755 2025-05-14 1 2024 2025-03-06 01:10:19Z X 4180168973 X X 9276957 9276957 108310255 108310255 302290235 616891771 302290235 1 1 419877448 419877448 946683 225316 721367 530885 24813 506072 331542 36088 295454 36513 2556 33957 1615401 1602446 12955 5600000 0 0 4040 283 118249 8277 109972 37601 14019 23582 777 54 723 120405 6126 114279 9342096 1919978 1818361 182298294 182298294 191640390 1919978 184116655 228237058 417957470 5790 5417 5417 62994169 51501684 51501684 40724011 55638139 55710720 696527915 855632797 3682420490 169547871 361930811 359547866 22042895 678680 21368255 21364215 30250236 356378 398911 732560 991524389 1346471974 4180168973 1970 2608 1970 2608 X 991522419 1346469366 991522419 1346469366 991524389 1346471974 991522419 228237058 126709889 1346469366 0 1346469366 PUBLICLY TRADED SECURITIES 616891771 314601536 302290235 302290235 302290235 5809609 0 5809609 0 5809609 5849616 0 0 0 5849616 X 0 40007 40007 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 1 1 1 www.woodruff.org Sara E Blalock Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 303031799 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 James B Williams 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- deceased 1/23/2024 1.00 0 0 137 E Jenner Wood III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair 4.00 35000 0 1856 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 35000 0 1856 David P Stockert 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 2.00 45000 0 1856 Joseph A Arnold 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 35000 0 1856 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President 17.00 454568 40736 2842 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 Vice President & Secretary 17.00 185120 39510 2531 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 17.00 156995 43369 2531 Elizabeth Smith 191 Peachtree St Suite 3540 Atlanta GA 30303 Grants Program Direc 17.00 87218 20150 675 Sarah Tablan 191 Peachtree St Suite 3540 Atlanta GA 30303 Controller 17.00 77608 25949 675 Carrie Conway 191 Peachtree St Suite 3540 Atlanta GA 30303 Senior Program Offic 17.00 65148 28280 675 Katrina Voegtlin 191 Peachtree St Suite 3540 Atlanta GA 30303 Assistant Controller 17.00 54112 31418 675 Dahlia Brown 191 Peachtree St Suite 3540 Atlanta GA 30303 Program Officer 17.00 50374 27586 675 3 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 486068 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 463557 TRUIST 303 PEACHTREE ST ATLANTA GA 30308 INVESTMENT ADVISOR 381569 MERGANSER 99 HIGH ST BOSTON MA 02110 INVESTMENT MANAGER 258668 0 0 4085225930 188531 672998 4086087459 149350262 0 4086087459 61291312 4024796147 201239807 201239807 5809609 5809609 195430198 0 195430198 0 195430198 184116655 0 184116655 195430198 177634927 0 0 184116655 177634927 0 0 6481728 0 0 0 0 0 0 0 0 188948470 0 0 0 Erik S Johnson President 191 Peachtree St NE Suite 3540 Atlanta GA 30303 4045226755 Application form not required. Proposals should be submitted via the Foundation's online application portal on its website. Before submitting a formal grant request, prospective grantees are encouraged to submit an informal inquiry to fdns@woodruff.org. The grant request should be made in letter form and include the following information: - A description of the organization, its purposes, programs, staffing and governing board - The organization's latest financial statements including the most recent audit report - A description of the proposed project and full justification for its funding - An itemized project budget, including other sources of support in hand or anticipated - Evidence from the IRS of the organization's tax-exempt status and that the applying organization itself is not a private foundation. Grant applications are considered in April and November for requests received by Feb. 1 and Aug. 15. Grants generally are limited to tax-exempt charities and selected governmental agencies located and operating in Georgia, with most grants awarded to organizations in Atlanta. Grants to qualified public charities headquartered outside Georgia occasionally are considered when it is demonstrated that the proposed project will have particular impact in Georgia and fits within the program interests of the Foundation. These interests are focused on the following program areas: - Elementary, secondary and higher education - Health care and education - Human services, particularly for children and youth - Economic development and civic affairs - Art and cultural activities - Conservation of natural resources and environmental education. Grants for regular operating expenses are avoided. No grants are made to individuals. American Cancer Society PO Box 1685 Atlanta GA 30301 PC Support of research partnership with the Winship Cancer Institute. 1500000 American Red Cross 1955 Monroe Drive Atlanta GA 30324 PC Disaster relief for victims of Hurricane Helene in Georgia. 2000000 APF Support Inc fbo Atlanta Police Foundation 191 Peachtree Street NE Suite 191 Atlanta GA 30303 SO I Construction of enhancement projects identified by the community for the Public Safety Training Center campus. 10000000 Atlanta Beltline Partnership 970 Jefferson Street NW Suite 4 Atlanta GA 30318 PC Completion of the 22-mile trail corridor loop ($75 million) and support for the Legacy Resident Retention Program ($2.5 million) and Partnership operations ($2.5 million). 10700062 Atlanta History Center 130 West Paces Ferry Road Northwest Atlanta GA 30305 PC $48.5 million centennial anniversary campaign to improve the museum with new exhibits, digital storytelling, childrens offerings and campus updates. 6000002 Berry College 2277 Martha Berry Hwy NW Mount Berry GA 30149 PC $33.4 million campaign to construct a health sciences building. 5000042 Candid 32 Old Slip 24th Floor New York NY 10005 PC Support of Candid's Atlanta office. 100000 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Renovation of Crestview Health and Rehabilitation Center, expansion of neighborhood outpatient centers, and other priority projects as part of Grady Health Systems $110 million campaign. 40000051 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Development of Georgia State University's Panther Quad and associated improvements from 100 Edgewood to Woodruff Park. 60000101 Community Foundation for the Central Savannah River Area P O Box 31358 Augusta GA 30903 PC Disaster relief for victims of Hurricane Helene in Georgia. 1000000 Emory University 201 Dowman Drive Atlanta GA 30322 PC Support to expand the nurse residency program at Emory Healthcare ($5 million) and pilot a nurse fellowship program at Emory's Nell Hodgson Woodruff School of Nursing ($3.5 million). 3500000 Emory University 201 Dowman Drive Atlanta GA 30322 PC Support of the Rollins Epidemiology Fellowship program. 1700000 Georgia Center for Nonprofits 881 Memorial Dr SE Suite 1001 Atlanta GA 30316 PC Support of operations and capacity-building programs to strengthen nonprofits in Georgia. 250000 Georgia Council on Economic Education PO Box 1619 Atlanta GA 303011619 PC Support of programs to strengthen K-12 economics education in Georgia. 200000 Georgia Research Alliance 270 Peachtree Street NW Suite 2200 Atlanta GA 30303 PC Support for a collaborative initiative to research neurodegenerative diseases and establishment of the Calvin Smyre GRA Eminent Scholar Chair. 963000 Georgia State University Foundation PO Box 3999 Atlanta GA 303023999 PC Construction of training facilities ($10 million) and expansion of nursing education pipeline ($2 million) in partnership with Grady Health System. 855000 Georgia World Congress Center Authority 285 Andrew Young International Blvd NW Atlanta GA 303131591 GOV Support of improvements to the Fountain of Rings at Centennial Olympic Park. 2500000 Grady Health Foundation 191 Peachtree Street Suite 820 Atlanta GA 30303 PC Construction of training facilities ($6.6 million) and expansion of nursing education pipeline ($5 million) in partnership with Georgia State University. 2000000 Greater Atlanta Chamber Foundation 191 Peachtree Street NE Suite 3400 Atlanta GA 30303 PC Support of Downtown Reimagined initiative. 1500000 Greater Atlanta Chamber Foundation 191 Peachtree Street NE Suite 3400 Atlanta GA 30303 PC Support of study to evaluate regional water needs and supply sources. 680000 GreenLight Fund 384 Northyards Boulevard NW Building 100 Atlanta GA 30313 PC Support of GreenLight Atlanta Fund II to launch four social innovation programs to improve economic mobility. 200000 HJ Russell Center for Innovation and Entrepreneurship 504 Fair Street Atlanta GA 30313 PC Capital expansion as part of $44.5 million campaign to support entrepreneurs in Atlanta. 2500000 Ichauway Incorporated 3988 Jones Center Drive Newton GA 39870 POF 2024 capital and operating needs. 12600000 Jewish HomeLife 3150 Howell Mill Road NW Atlanta GA 30327 PC Improvements to William Breman Jewish Home and Balser Tower as part of $15.25 million campaign. 1000000 KidsPeace 101 KidsPeace Drive Bowdon GA 30108 PC Facility improvements for Bowdon campus, a residential treatment facility for youth with mental health and behavioral challenges. 350000 Park Pride PO Box 4936 Atlanta GA 30302 PC Support of the Legacy Grant Program to provide grants for park improvement projects. 1700000 PATH Foundation 1601 W Peachtree Street NE Atlanta GA 30309 PC $17.6 million campaign to add 18 new miles of trails. 2000000 Robert W Woodruff Arts Center 1280 Peachtree Road Northeast Atlanta GA 30309 PC $67 million campaign to update facilities and community spaces. 10000036 Woodward Academy 1662 Rugby Avenue College Park GA 303372199 PC $12.5 million Phase I campaign to renovate Brewster Hall and construct the Chapel Garden Pavilion. 1250000 Wylde Center 435 Oakview Road Decatur GA 30030 PC $2.9 million campaign to improve greenspaces and expand environmental education programs. 250000 182298294 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Development of Georgia State University's Panther Quad and associated improvements from 100 Edgewood to Woodruff Park. 20000000 Emory University 201 Dowman Drive Atlanta GA 30322 PC Support of the Rollins Epidemiology Fellowship program. 2000000 Furkids 5235 Union Hill Rd Cumming GA 30040 PC $14.5 million campaign to complete shelters for animal rescue organization. 500000 Greater Atlanta Chamber Foundation 191 Peachtree Street NE Suite 3400 Atlanta GA 30303 PC Support of Downtown Reimagined initiative. 1500000 Ichauway Incorporated 3988 Jones Center Drive Newton GA 39870 POF 2025 capital and operating needs. 13100000 Morehouse College 830 Westview Dr SW Atlanta GA 30314 PC Construction of Campus Center. 20000000 Morehouse School of Medicine 720 Westview Dr SW Atlanta GA 30314 PF Construction of academic and research building as part of $500 million campaign. 20000000 77100000 14 9276957 14 108310255 18 302290235 ICHAUWAY, INC. RENT 16 1 0 419877448 0 419877448 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 36513 2556 33957 AV EQUIPMENT 2011-07-01 7988 7988 SL 5.000000000000 0 0 FURNITURE & EQUIPMENT 2011-07-01 124516 124516 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2011-07-01 60601 49877 SL 15.000000000000 4040 0 LAND AND BUILDINGS-BAKER CO., GA. 1990-03-01 21849790 492259 0.000000000000 0 0 Ichauway Inc 3988 Jones Center Drive Newton GA 39870 2021-12-07 11200000 For 2022 capital and operating needs. Grant was paid in four installments in 2022. Expenditures totaled $10,330,642 in 2022 and $869,358 in 2023. 11200000 Grantee did not divert any part of the funds from the purpose of the grant. 12/13/2022; 4/4/2023; 11/29/2023; 4/2/2024; 12/6/2024 Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. Ichauway Inc 3988 Jones Center Drive Newton GA 39870 2021-12-07 17585000 For implementation of a master facilities plan. Grant was paid in six installments between 2021 and 2023 as grantee completed construction. Expenditures totaled $14,736,625 in 2022 and $2,848,375 in 2023. 17585000 Grantee did not divert any part of the funds from the purpose of the grant. 4/5/2022; 12/13/2022; 4/4/2023; 11/29/2023; 4/2/2024; 12/6/2024 Grantee used the grant for capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. Ichauway Inc 3988 Jones Center Drive Newton GA 39870 2022-12-16 12000000 For 2023 capital and operating needs. Grant was paid in four installments in 2023. Expenditures totaled $11,897,424 in 2023 and $102,576 in 2024. 12000000 Grantee did not divert any part of the funds from the purpose of the grant. 4/4/2023; 11/29/2023; 4/2/2024; 12/6/2024 Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. Ichauway Inc 3988 Jones Center Drive Newton GA 39870 2023-12-11 12600000 For 2024 capital and operating needs. Grant was paid in four installments in 2024. Amounts were fully expended by grantee during 2024. 12600000 Grantee did not divert any part of the funds from the purpose of the grant. 4/2/2024; 12/6/2024 Grantee used the grant for operating and capital expenditures in accordance with an approved budget. Grantee submitted full and complete annual reports on the manner in which the grant was spent and the progress made in accomplishing the purposes of the grant. Grantee submits annual audited financial statements as well as monthly unaudited financial statements, and presents a full report to the Foundation's board on its expenditures and accomplishments. Foundation management verified that the requirements of Section 4945(d)(4)(B) and 1.4945-5(b)(3) have been met. ABBVIE INC 3.800% 3/15/25 1510468 1517246 AERCAP IRELAND CAP 6.450% 4/15/27 809982 823865 AGL CAPITAL CORP 3.875% 11/15/25 1002572 926398 ALLY AUTO RECEI ABS 3.450% 6/15/27 984813 975643 ALLY AUTO RECEIV ABS 5.070% 6/15/31 649978 653861 AMERICAN ELECTRIC 3.200% 11/13/27 901970 891117 AMERICAN EXPRES ABS 4.650% 7/16/29 1299941 1302691 AMERICAN EXPRESS ABS 4.870% 5/15/28 999911 1005300 AMERICAN TOWER CORP 2.950% 1/15/25 1258981 1244203 AMGEN INC 5.150% 3/02/28 953338 961952 ASIAN DEV BANK MTN 2.000% 4/24/26 914637 916603 ASTRAZENECA FINANCE 4.800% 2/26/27 978354 985743 AVIS BUDGET REN ABS 2.360% 3/20/26 769189 747637 BAE SYSTEMS PLC 5.000% 3/26/27 547751 552338 BANK OF AMER V-Q 1.734% 7/22/27 1505665 1539628 BANK OF AMERICA ABS 4.790% 5/15/28 1014770 1019476 BANK OF NY V-D 4.947% 4/26/27 910000 913795 BARCLAYS ABS V-M 5.498% 8/15/28 1100000 1104477 BARCLAYS PLC V-D 6.496% 9/13/27 412361 425039 BENCHMARK MTGE CMO 3.662% 2/15/51 14504 13956 BK MONTREAL MTN CONV 4.700% 9/14/27 894606 894356 BK NVA MTN CONV V-D 4.404% 9/08/28 1330000 1316647 BK OF AMER CORP V-D 2.551% 2/04/28 646948 662655 BLACKROCK FUNDING 4.600% 7/26/27 1044969 1047383 BMW VEHICLE OWN ABS 5.040% 4/25/31 529983 535221 BNP PARIBAS V-Q 2.219% 6/9/26 758513 740303 BX MTGE CMO V-M 5.938% 6/15/37 548136 550552 BX TRUST CMO V-M 5.212% 9/15/36 996537 998130 BX TRUST CMO V-M 5.789% 3/15/41 478260 481405 BX TRUST CMO V-M 5.839% 2/15/39 431463 434300 BX TRUST CMO V-M 6.038% 5/15/41 630971 635518 BX TRUST CMO V-M 6.039% 2/15/41 1112213 1116048 CHARTER COMM OPT LLC 4.908% 7/23/25 264228 244708 CITIGROUP INC V-D 3.070% 2/24/28 1167720 1192731 CNH EQUIPMENT ABS 4.030% 1/15/30 579911 571834 CNH EQUIPMENT ABS 4.300% 2/18/28 624964 624288 CNH EQUIPMENT ABS 4.810% 8/15/28 1289783 1294941 CNH EQUIPMENT T ABS 5.250% 11/15/29 659926 666481 COMM MTGE TRUST CMO 1.670% 1/10/38 1001289 885580 COMMONWEALTH EDISON 2.550% 6/15/26 1436042 1515212 CVS HEALTH CORP 1.300% 8/21/27 964537 1037485 DELL EQUIPMENT ABS 4.590% 8/22/30 519956 519646 DUKE ENERGY CORP 2.650% 9/01/26 1077300 1103474 DUKE ENERGY FLORIDA 2.538% 9/01/31 648576 663050 ECOLAB INC 2.700% 11/01/26 693531 711818 ENERGY TRANSFER PART 5.500% 6/01/27 1216107 1240729 ENTERPRISE FLE ABS 5.230% 3/20/30 495882 499507 ENTERPRISE FLEE ABS 5.610% 4/20/28 599957 610380 FEDERAL REALTY INV 1.250% 2/15/26 955844 1017547 FIFTH THIRD AUT ABS 5.530% 8/15/28 1199926 1213176 FIRST NATL MSTR ABS 5.130% 4/15/29 889667 890151 FIRSTKEY HOMES ABS 1.266% 10/19/37 1349666 1339761 FIRSTKEY HOMES ABS 1.339% 9/17/25 1210355 1202280 FORD CREDIT ABS 2.290% 8/15/31 1423023 1395590 FORD CREDIT AUT ABS 4.070% 7/15/29 669995 663354 FORD CREDIT AUT ABS 4.650% 2/15/28 539944 540675 FORD CREDIT AUT ABS 5.230% 5/15/28 489993 494258 FORD CREDIT FLO ABS 4.920% 5/15/28 819994 823936 GLENCORE FDG V-Q 5.430% 4/04/27 620000 622164 GM FINANCIAL ABS 4.210% 10/20/27 814904 810452 GM FINANCIAL ABS 5.160% 1/20/27 774928 776674 GM FINANCIAL ABS 5.390% 7/20/27 659962 667260 GM FINANCIAL ABS 5.540% 5/20/27 649930 654336 GM FINANCIAL SEC ABS 5.780% 8/16/28 539889 549142 GM FINL AUTO ABS 5.090% 3/22/27 606640 613715 GOLDMAN SACHS V-D 2.640% 2/24/28 2225000 2122116 HONDA AUTO ABS 4.560% 3/15/27 1634888 1635736 HPEFS EQUIPMENT ABS 5.180% 6/20/31 659936 663821 HSBC HLDGS PLC V-Q 2.099% 6/04/26 1609375 1620664 HYUNDAI AUTO ABS 4.420% 5/15/29 819940 816597 HYUNDAI AUTO ABS 5.410% 5/17/27 804978 814410 HYUNDAI AUTO REC ABS 1.330% 11/15/27 692289 685902 INTL BK RECON MTN 0.650% 2/24/26 1572378 1669874 JOHN DEERE ABS 5.010% 11/15/27 644882 647877 JOHN DEERE OWNE ABS 5.480% 5/15/28 789946 799006 JOHN DEERE OWNER ABS 4.960% 11/15/28 354980 357734 JOHN DEERE OWNER ABS 5.180% 3/15/28 839860 846938 JOHN DEERE OWNER ABS 5.200% 3/15/29 899824 911259 JPMBB COML MTG CMO 3.4943% 1/15/48 20048 20350 JPMORGAN CHASE V-Q 1.470% 9/22/27 1457978 1567456 KREDITANSTALT FUR 5.125% 9/29/25 1595160 1593353 LIFE FINAN CMO V-M 5.692% 5/15/39 1268413 1241425 LIFE FINANC CMO V-M 5.211% 3/15/38 1168882 1174830 MASTERCARD INCORPORA 4.100% 1/15/28 1024436 1013889 MERCEDES-BENZ ABS 4.740% 1/15/27 965269 966172 MERCEDES-BENZ ABS 5.320% 1/18/28 539937 546421 MORGAN STANLEY V-D 4.968% 7/14/28 1060000 1063445 MUTUAL OMAHA GLOBAL 5.800% 7/27/26 754426 764422 NATIONAL RURAL MTN 4.800% 2/05/27 494262 496495 NATIONAL RURALS MTN 5.100% 5/06/27 735140 740895 NATL RURAL UTIL 4.120% 9/16/27 645000 636312 NATWEST GROUP V-Q 4.892% 5/18/29 698343 687946 PEPSICO SINGA V-Q 5.124% 2/16/27 1075172 1078956 PFIZER INVT ENTERPRI 4.450% 5/19/26 1598688 1597584 PNC FINL SVCS V-D 4.758% 1/26/27 460000 459374 RTX CORP 5.750% 11/08/26 564492 575063 SAN DIEGO GAS & ELEC 6.000% 6/01/26 1117444 1091015 SANTANDER HOLD V-D 5.807% 9/09/26 457551 462456 SCHLUMBERGER HLDGS 5.000% 5/29/27 843965 854752 SHERWIN WILLIAMS CO 4.550% 3/01/28 484985 480979 SYNCHRONY CARD ABS 5.740% 10/15/29 2019948 1997240 TEXAS EASTERN TRANS 3.500% 1/15/28 778709 769999 THARALDSON CMO V-M 6.994% 12/10/34 649455 646072 T-MOBILE USA INC 2.625% 4/15/26 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GLOBUS MEDICAL INC 1209164 1843192 GRAND CANYON EDUCATION INC 720203 1011301 GROUP 1 AUTOMOTIVE INC 1171455 1654309 HALOZYME THERAPEUTICS INC 1019378 1025668 HEALTHPEAK PROPERTIES INC REIT 1025185 885150 HEXCEL CORP 665867 794409 HOLOGIC INC 1034697 976892 HOWMET AEROSPACE INC 745037 1255239 HUBSPOT INC 1070914 1383785 IDACORP INC 984780 1189185 IDEX CORP 1702735 1646694 INGERSOLL-RAND INC 650518 1109401 INSMED INC 724309 664786 INTEGER HOLDINGS CORPORATION 727967 1283854 INTRA-CELLULAR THERAPIES INC 910733 1444980 INTUIT INC 3006466 4487490 INTUITIVE SURGICAL INC 1484155 3183434 ITT INC 1007980 1595541 JAZZ PHARMACEUTICALS PLC 1600856 1447505 KINSALE CAPITAL GROUP INC 475427 1306550 LANCASTER COLONY CORP 1087484 1154671 LEGEND BIOTECH CORP SPONS ADR 675204 391359 LILLY ELI & CO 1593948 3032416 LINCOLN ELEC HLDGS INC 776753 1035397 LUKOIL PJSC SPONS ADR 34899 611 LULULEMON ATHLETICA INC 696448 813004 MACOM TECHNOLOGY SOLUTIONS HLDGS INC 647019 1490977 MAGIC LEAP INC-CL A COM PPE 137390 0 MAGNOLIA OIL & GAS CORP CL A 911347 926853 MANHATTAN ASSOCS INC 1138556 2068147 MARKETAXESS HOLDINGS INC 660911 632686 MASTERCARD INC CL A 3723654 5126686 MATADOR RESOURCES CO 960930 932735 MEDPACE HOLDINGS INC 936791 886722 MERCADOLIBRE INC 808208 821313 META PLATFORMS INC CL A 2900144 7322974 MICROSOFT CORP 2755625 16137971 MMC NORILSK NICKEL PJSC SPONS ADR 14618 0 MOBILE TELESYSTEMS PJSC SPONS ADR 15020 0 NATERA INC 651831 1026734 NATERA INC 434047 531571 NATIONAL STORAGE AFFILIATES REIT 873599 675101 NETFLIX INC 1110071 2534023 NEUROCRINE BIOSCIENCES INC 1044823 1459185 NORDSON CORP 815709 1421367 NURO INC CONV PFD SER C 157582 86187 NVIDIA CORP 1868965 12734721 OVINTIV INC 1150633 961470 PAYLOCITY HOLDING CORP 1578097 1521557 PENUMBRA 37645 37645 PERFORMANCE FOOD GROUP CO 1128977 2065979 PERMIAN RESOURCES CORP CL A 791685 705569 PINNACLE FINANCIAL PARTNERS INC 813325 1710245 PIPER SANDLER COS 728004 2705549 PORTLAND GENERAL ELECTRIC CO 1042608 985856 PROCORE TECHNOLOGIES INC 1055402 1238818 QUAKER CHEMICAL CORP 1110438 996862 RAPPI INC SER E CVT PFD PP 135385 49421 RBC BEARINGS INC 864211 1605484 ROSS STORES INC 1075330 1372473 RPM INTERNATIONAL INC 655161 1568523 SCHLUMBERGER LTD 1083256 775542 SCHNEIDER NATIONAL INC CL B 783229 919714 SERVICENOW INC 1656828 2959855 SHOPIFY INC CL A 1107613 1627487 SILA NANOTECHN-CONV PFD SER F PP 96124 45541 SILICON LABORATORIES INC 633929 964941 SIMPSON MANUFACTURING CO INC 1041607 991332 SITEONE LANDSCAPE SUPPLY INC 1646774 1370672 SONOVA HOLDING AG UNSPONS ADR 866095 794724 STIFEL FINANCIAL CORPORATION 848236 1525006 STRYKER CORPORATION 1330900 2032842 SUN COMMUNITIES INC REIT 896631 1133537 SURGUTNEFTEGAZ PJSC SPONS PFD ADR 11658 0 TANDEM DIABETES CARE INC 892300 1213442 TATNEFT PAO SPONS ADR 7034 0 TEXAS ROADHOUSE INC CL A 880939 2516638 THE CIGNA GROUP 1700868 1960594 TORO CO 752127 957275 TRADEWEB MARKETS INC CL A 441382 701862 TRI POINTE HOMES INC 1189553 1047153 UMB FINANCIAL CORP 783017 944638 UNITEDHEALTH GROUP INC 3203261 3465141 VAIL RESORTS INC 736314 661699 VERICEL CORP 693364 1047408 VIATRIS INC 16 12 VISA INC CL A 1820740 3429350 VOYA FINANCIAL INC 1431071 1731350 WARNER BROS DISCOVERY INC CL A 23 11 WAYMO LLC CONV PFD SER A2 UNITS PP 90075 84235 WINTRUST FINANCIAL CORP 946384 1588930 ZEBRA TECHNOLOGIES CORP 779648 1517072 ARTISAN INTL VALUE FUND-INS 20954178 23410907 ISHARES CORE S&P TTL US STK MKT ETF 229603342 249544022 VANGUARD INDEX FD MID-CAP ETF 28855376 31232052 VANGUARD INTL GROWTH-ADM 26776859 23574002 VANGUARD S&P 500 ETF 260334833 369231406 VANGUARD S/C VAL INDX-ADM 20133283 31231007 VANGUARD SMALL CAP GROWTH ETF 30399145 37654067 VANGUARD VALUE ETF 42346200 60651894 55638139 55710720 0 0 AV EQUIPMENT 7988 7988 0 FURNITURE & EQUIPMENT 124516 124516 0 LEASEHOLD IMPROVEMENTS 60601 53917 6684 LAND AND BUILDINGS-BAKER CO., GA. 21849790 492259 21357531 457(b) PLAN 340085 379989 713638 BENEFIT PLANS 16293 18922 18922 COMPUTER 36561 2560 34001 OFFICE INSURANCE 19471 1363 18108 SUPPLIES 1715 120 1595 ORGANIZATION DUES 46899 979 45920 POSTAGE 572 40 532 REPAIRS & MAINTENANCE 4961 347 4614 FURNITURE & EQUIPMENT 2584 181 2403 TELEPHONE 4537 317 4220 MISCELLANEOUS 3105 219 2886 ICHAUWAY, INC. RENT 1 1 1 Gain on stock grants 126709889 457(b) PLAN 1539 1540 BENEFIT PLANS 431 1068 INVESTMENT FEES 1589862 1589862 0 BENEFIT CONSULTANTS 13930 975 12955 OTHER CONSULTANTS 11609 11609 0 As of December 31, 2024, the Foundation owned 41,681,202 shares of The Coca-Cola Company common stock. These represent approximately 1% of the total 4.3 billion shares outstanding and 299% of the average daily trading volume. The fair value computed on the per-share price is not necessarily what the Foundation would receive if a significant portion of the stock were sold because of the Foundation's large holding of the stock. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 5.19%. The average monthly fair value of the shares based on the per-share price was $2,877,654,365 and the blockage discount was $149,350,262.$2,877,654,365 @ 5.19% = $149,350,262 EXCISE TAX 5600000 0 0 ICHAUWAY INC 3988 JONES CENTER DR NEWTON GA 39870 581824778 RENT 12600000 1 ICHAUWAY INC 3988 JONES CENTER DR NEWTON GA 39870 581824778 CASH GRANTS 12600000 12600000