Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
Lettie Pate Whitehead Foundation Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
191 Peachtree Street NE No 3540
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atlanta, GA303031799
D Employer identification number

58-6012629
E Telephone number

G Gross receipts $ 285,774,958
F Name and address of principal officer:
P Russell Hardin
191 Peachtree St NE 3540
Atlanta,GA30303
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
lpwhitehead.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1946
M State of legal domicile: GA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To support the education and care of women in nine southeastern states. The organization makes scholarship grants to schools and colleges for deserving female students. The organization also supports selected nursing homes and hospices serving the needs of elderly women.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 3
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 3
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 13
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 135,957,178 152,370,737
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 42,750 42,750
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 135,999,928 152,413,487
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 48,836,190 54,171,335
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 389,994 435,213
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 665,366 712,880
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 49,891,550 55,319,428
19 Revenue less expenses. Subtract line 18 from line 12....... 86,108,378 97,094,059
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 304,147,883 398,820,694
21 Total liabilities (Part X, line 26)............. 4,650 307
22 Net assets or fund balances. Subtract line 21 from line 20..... 304,143,233 398,820,387
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: To support the education and care of women in nine southeastern states. The organization makes scholarship grants to schools and colleges for deserving female students. The organization also supports selected nursing facilities serving the needs of elderly women.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 49,804,403 including grants of $ 49,544,675 ) (Revenue $   )
Grants for Education. Grants were paid to 186 higher education institutions and 13 primary/secondary institutions in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee and Virginia. Those schools use grant funds to award need-based scholarships for deserving female students from those nine states according to the terms of the will that established the Foundation. Approximately 11,595 female students received Foundation scholarship awards at the 200 institutions.
4b (Code:   ) (Expenses $ 4,650,914 including grants of $ 4,626,660 ) (Revenue $   )
Grants for the Care of Aged Women. Grants were paid to 15 homes, hospitals or hospice services in Georgia, North Carolina, and Virginia for the care of aged women according to the terms of the will that established the Foundation.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet54,455,317
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
5
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
3
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
3
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletErik S Johnson Secretary191 Peachtree Street NE Suite 3540   Atlanta,GA30303 (404) 522-6755
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) HERBERT CLAIBORNE JR......................................................................
TRUSTEE CHAIRMAN- DECEASED 2/16/20
 3.00
.................
0.00 		X           25,000 0 0
(2) LYONS GRAY......................................................................
TRUSTEE CHAIRMAN
 3.00
.................
0.00 		X           40,000 0 0
(3) BOLLING SPALDING......................................................................
TRUSTEE VICE CHAIRMAN
 2.00
.................
0.00 		X           35,000 0 0
(4) HERBERT CLAIBORNE III......................................................................
TRUSTEE
 2.00
.................
0.00 		X           35,000 0 0
(5) P RUSSELL HARDIN......................................................................
PRESIDENT
 5.00
.................
0.00 		    X       76,444 0 13,325
(6) ERIK S JOHNSON......................................................................
SECRETARY/TREASURER
 5.00
.................
0.00 		    X       39,586 0 6,253






















Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 251,030 0 19,578
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
BROWN BROTHERS HARRIMAN & CO

140 BROADWAY
NEW YORK,NY10005 		INVESTMENT 282,828
PARAMETRIC

PO BOX 398212
SAN FRANCISCO,CA94139 		INVESTMENT 183,376
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 46,974,863     46,974,863
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   45,000 6a
b Less: rental expenses   2,250 6b
c Rental income or (loss)   42,750 6c
d Net rental income or (loss).......MediumBullet 42,750     42,750
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 2,044,719 236,710,376 7a
b Less: cost or other basis and sales expenses 0 133,359,221 7b
c Gain or (loss) 2,044,719 103,351,155 7c
d Net gain or (loss).........MediumBullet 105,395,874     105,395,874
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 152,413,487 0 0 152,413,487
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 54,171,335 54,171,335
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 259,353 150,254 109,099  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 116,639 62,598 54,041  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 18,746 6,549 12,197  
9 Other employee benefits ....... 28,561 14,505 14,056  
10 Payroll taxes ........... 11,914 6,785 5,129  
11 Fees for services (non-employees):        
a Management ...... 4,741   4,741  
b Legal ......... 175   175  
c Accounting ........... 10,470   10,470  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 628,058   628,058  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses ....... 4,601 2,623 1,978  
14 Information technology ...... 10,037 5,721 4,316  
15 Royalties ..        
16 Occupancy ........... 33,168 18,906 14,262  
17 Travel ............ 3,119 3,095 24  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,378 1,705 673  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,110 633 477  
23 Insurance ... 3,998   3,998  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Organization Dues 10,465 10,290 175  
b
c
d
e All other expenses 560 318 242  
25 Total functional expenses. Add lines 1 through 24e 55,319,428 54,455,317 864,111 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 5,753 1 5,960
2 Savings and temporary cash investments ......... 2,178,603 2 2,709,613
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 138,506
b Less: accumulated depreciation 10b 46,949 92,667 10c 91,557
11 Investments—publicly traded securities . 195,603,354 11 276,933,148
12 Investments—other securities. See Part IV, line 11 ..... 106,199,873 12 119,011,776
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 67,633 15 68,640
16 Total assets. Add lines 1 through 15 (must equal line 33)... 304,147,883 16 398,820,694
Liabilities 17 Accounts payable and accrued expenses .....   17  
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,650 25 307
26 Total liabilities. Add lines 17 through 25.. 4,650 26 307
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 304,143,233 31 398,820,387
32 Total net assets or fund balances ........... 304,143,233 32 398,820,387
33 Total liabilities and net assets/fund balances ........ 304,147,883 33 398,820,694
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
152,413,487
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
55,319,428
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
97,094,059
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
304,143,233
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,416,905
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
398,820,387
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
Lettie Pate Whitehead Foundation Inc
 
Employer identification number

58-6012629
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................215
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) Auburn University Foundation
  		636022422 7   No 134,000 0
(B) Auburn University Foundation- Montgomery
  		636022422 7   No 77,000 0
(C) Birmingham-Southern College
  		630288811 2   No 424,000 0
(D) University of Alabama
  		636001138 2   No 234,000 0
(E) Huntingdon College
  		630288841 2   No 216,000 0
(F) Judson College
  		630288850 2   No 139,000 0
(G) Oakwood University
  		630366652 2   No 93,000 0
(H) Samford University
  		630312914 2   No 455,000 0
(I) South Alabama University of
  		630477348 2   No 207,000 0
(J) Spring Hill College
  		630302179 2   No 177,500 0
(K) Stillman College
  		630315935 2   No 132,000 0
(L) Talladega College
  		630288870 2   No 87,000 0
(M) Tuskegee University
  		630288878 2   No 193,000 0
(N) University of Alabama at Birmingham
  		631222349 2   No 437,000 0
(O) University of Mobile
  		630417508 2   No 166,000 0
(P) Barry University
  		590624364 2   No 144,000 0
(Q) Bethune-Cookman University
  		590704726 2   No 115,000 0
(R) Eckerd College
  		590859121 2   No 171,000 0
(S) Florida Institute of Technology
  		596046500 2   No 207,500 0
(T) Florida International University Foundation Inc
  		237047106 5   No 184,000 0
(U) Florida Southern College
  		590624401 2   No 266,000 0
(V) Florida State University Foundation
  		596152180 5   No 211,000 0
(W) Rollins College
  		590624440 2   No 213,000 0
(X) University of Central Florida Foundation Inc
  		596211832 5   No 152,000 0
(Y) University of South Florida Foundation Inc
  		590879015 7   No 184,000 0
(Z) Stetson University
  		590624416 2   No 367,000 0
(AA) University of Miami
  		590624458 2   No 152,000 0
(AB) A G Rhodes Home Inc
  		580586001 10   No 578,000 0
(AC) Agnes Scott College
  		580566116 2   No 524,000 0
(AD) Andrew College
  		580568687 2   No 158,000 0
(AE) Berry College
  		580566133 2   No 640,000 0
(AF) Brenau University
  		580566143 2   No 355,000 0
(AG) Brewton-Parker College
  		580619030 2   No 149,000 0
(AH) Clark Atlanta University
  		581825259 2   No 427,500 0
(AI) Clayton State University Foundation
  		237419285 5   No 129,000 0
(AJ) Covenant College
  		430719506 2   No 155,000 0
(AK) Emory University
  		580566256 2   No 2,520,000 0
(AL) Georgia College & State University Foundation Inc
  		586043972 10   No 308,000 0
(AM) Georgia Gwinnett College Foundation Inc
  		205107997 5   No 75,000 0
(AN) Georgia Health Sciences Foundation Inc
  		352310573 5   No 646,000 0
(AO) Georgia Southern University Foundation Inc
  		586034031 5   No 424,000 0
(AP) Georgia State University Foundation Inc
  		586033185 7   No 450,000 0
(AQ) Kennesaw State University Foundation
  		237034345 5   No 294,000 0
(AR) LaGrange College
  		580566199 2   No 409,000 0
(AS) Mercer University
  		580566167 2   No 790,000 0
(AT) University of North Georgia Foundation
  		237066297 5   No 175,000 0
(AU) Oglethorpe University
  		580568698 2   No 524,000 0
(AV) Servants of Relief for Incurable Cancer
  		580566234 1   No 463,000 0
(AW) Piedmont College
  		580566212 2   No 321,000 0
(AX) Presbyterian Village Austell Inc
  		581649443 10   No 456,000 0
(AY) Reinhardt University
  		580603153 2   No 269,000 0
(AZ) Shorter University
  		582624570 2   No 267,000 0
(BA) Spelman College
  		580566243 2   No 708,000 0
(BB) Emory University - Budd Terrace
  		580566256 2   No 281,000 0
(BC) Thomas University
  		580644897 2   No 82,000 0
(BD) Truett-McConnell University
  		580531392 2   No 117,000 0
(BE) University of Georgia Foundation
  		586033837 5   No 388,000 0
(BF) Valdosta State University Foundation Inc
  		581582136 5   No 156,000 0
(BG) Visiting Nurse Health System
  		580566250 7   No 0 0
(BH) Wesleyan College
  		580593438 2   No 376,000 0
(BI) University of West Georgia Foundation Inc
  		586056464 5   No 206,000 0
(BJ) Young Harris College
  		580593414 2   No 372,000 0
(BK) Centenary College of Louisiana
  		720408915 2   No 315,000 0
(BL) Dillard University
  		720408929 2   No 87,000 0
(BM) Louisiana College
  		720467515 2   No 69,000 0
(BN) Louisiana State University at Alexandria
  		726000848 2   No 79,000 0
(BO) Louisiana State University at Eunice
  		726000848 2   No 104,000 0
(BP) Louisiana Tech University
  		726000792 2   No 79,000 0
(BQ) Louisiana University of at Lafayette Foundation
  		726023836 7   No 85,000 0
(BR) Louisiana University of at Monroe Foundation
  		726028527 5   No 178,000 0
(BS) Loyola University New Orleans
  		720408946 2   No 214,000 0
(BT) Franciscan Missionaries of Our Lady University
  		721173156 2   No 141,000 0
(BU) Southeastern Louisiana University Foundation
  		726028821 5   No 107,000 0
(BV) Tulane University
  		720423889 2   No 389,000 0
(BW) Xavier University of Louisiana
  		720635884 2   No 285,000 0
(BX) Belhaven University
  		640303069 2   No 163,000 0
(BY) Millsaps College
  		640303084 2   No 458,000 0
(BZ) Mississippi College
  		640303086 2   No 360,000 0
(CA) Mississippi University for Women Foundation
  		237050717 5   No 155,000 0
(CB) Rust College
  		640303805 2   No 159,000 0
(CC) The University of Southern Mississippi Foundation
  		646022505 5   No 178,000 0
(CD) Tougaloo College
  		640303093 2   No 209,275 0
(CE) University of Mississippi Medical Center
  		646008520 2   No 331,000 0
(CF) Arbor Acres United Methodist Retirement Community
  		561152263 7   No 300,000 0
(CG) Baptist Retirement Homes of North Carolina Inc
  		560562308 10   No 265,000 0
(CH) Barton College
  		560529933 2   No 205,000 0
(CI) Belmont Abbey College
  		560547498 2   No 200,000 0
(CJ) Brevard College
  		560532297 2   No 200,000 0
(CK) Cabarrus College of Health Sciences
  		560529945 2   No 180,000 0
(CL) Campbell University
  		560529940 2   No 300,000 0
(CM) Catawba College
  		560530251 2   No 215,000 0
(CN) Chowan University
  		560554199 2   No 215,000 0
(CO) Davidson College
  		560529961 2   No 200,000 0
(CP) Duke University
  		560532129 2   No 400,000 0
(CQ) East Carolina University Medical and Health Sciences Foundation
  		237138921 7   No 165,000 0
(CR) Elon University
  		560532303 2   No 275,000 0
(CS) Forsyth Technical Community College Foundation
  		561070364 5   No 240,000 0
(CT) Gardner-Webb University
  		560529972 2   No 230,000 0
(CU) Greensboro College
  		560532144 2   No 200,000 0
(CV) Guilford College
  		560529982 2   No 220,000 0
(CW) Hospice & Palliative Care Center
  		581343313 7   No 125,000 0
(CX) Lees-McRae College
  		560529953 2   No 195,000 0
(CY) Lenoir-Rhyne University
  		560556753 2   No 190,000 0
(CZ) Louisburg College
  		560547511 2   No 175,000 0
(DA) Mars Hill University
  		560554207 2   No 195,000 0
(DB) Meredith College
  		560530242 2   No 250,000 0
(DC) Montreat College
  		560543261 2   No 215,000 0
(DD) Moravian Home Inc
  		560963926 7   No 235,000 0
(DE) Wake Forest University Health Sciences
  		223849199 2   No 315,000 0
(DF) North Carolina Wesleyan College
  		560686603 2   No 195,000 0
(DG) Penick Village Inc
  		560729010 10   No 300,000 0
(DH) Pfeiffer University
  		560529990 2   No 195,000 0
(DI) Queens University of Charlotte
  		560530003 2   No 360,000 0
(DJ) Salem Academy
  		560530005 2   No 160,000 0
(DK) Salem College
  		560530005 2   No 245,000 0
(DL) Senior Services Inc
  		561085968 7   No 105,000 0
(DM) St Andrews University
  		560530240 2   No 195,000 0
(DN) St Augustine's University
  		560547478 2   No 120,000 0
(DO) St Mary's School
  		560532314 2   No 120,000 0
(DP) University of Mount Olive Inc
  		560623936 2   No 55,000 0
(DQ) The University of North Carolina
  		566001393 2   No 395,000 0
(DR) Foundation of the University of North Carolina at Charlotte
  		566059417 5   No 180,000 0
(DS) The University of North Carolina-Greensboro
  		566001468 2   No 150,000 0
(DT) University of North Carolina School of the Arts Foundation Inc
  		566064850 5   No 275,000 0
(DU) Warren Wilson College
  		560767736 2   No 200,000 0
(DV) Wingate University
  		566049935 2   No 210,000 0
(DW) Winston-Salem State University
  		566001466 2   No 260,000 0
(DX) Anderson University
  		570324906 2   No 105,000 0
(DY) Charleston Southern University
  		570474291 2   No 119,000 0
(DZ) Claflin University
  		570314374 2   No 123,000 0
(EA) Clemson University Foundation
  		570426335 5   No 113,000 0
(EB) Coker College
  		570324916 2   No 137,000 0
(EC) College of Charleston Foundation
  		237069236 5   No 192,000 0
(ED) Columbia College
  		570324915 2   No 170,000 0
(EE) Converse College
  		570314380 2   No 163,000 0
(EF) Erskine College
  		570314390 2   No 94,500 0
(EG) Furman University
  		570314395 2   No 324,000 0
(EH) Medical University of South Carolina
  		576007222 6   No 271,000 0
(EI) Presbyterian College
  		570314408 2   No 261,000 0
(EJ) Spartanburg Methodist College
  		570314415 2   No 134,000 0
(EK) University of South Carolina Educational Foundation
  		576017985 5   No 269,000 0
(EL) Wofford College
  		570314422 2   No 333,000 0
(EM) Baptist Memorial College of Health Sciences
  		621599670 2   No 245,000 0
(EN) Belmont University
  		640465076 2   No 248,500 0
(EO) Carson-Newman University
  		620479189 2   No 141,000 0
(EP) Christian Brothers University
  		620476666 2   No 119,000 0
(EQ) Cumberland University
  		620599339 2   No 90,000 0
(ER) Fisk University
  		620202000 2   No 137,000 0
(ES) King University
  		581363100 2   No 112,000 0
(ET) Lee University
  		620502739 2   No 122,000 0
(EU) Martin Methodist College
  		620483210 2   No 57,000 0
(EV) Maryville College
  		620475691 2   No 110,000 0
(EW) University of Memphis Foundation
  		626048540 5   No 167,000 0
(EX) Rhodes College
  		620476301 2   No 344,000 0
(EY) Tennessee State University Foundation
  		237105693 2   No 114,000 0
(EZ) The University of the South
  		620475697 2   No 350,000 0
(FA) Tusculum University
  		620484185 2   No 112,000 0
(FB) Union University
  		620516509 2   No 105,000 0
(FC) Vanderbilt University
  		620476822 2   No 374,000 0
(FD) Averett University
  		540129860 2   No 268,200 0
(FE) Bluefield College
  		540568200 2   No 189,300 0
(FF) Bon Secours Richmond Healthcare Foundation
  		541201346 7   No 354,600 0
(FG) Bridgewater College
  		540506306 2   No 258,500 0
(FH) Christchurch School Foundation
  		510236362 7   No 140,000 0
(FI) Christopher Newport University Educational Foundation Inc
  		541156248 7   No 205,900 0
(FJ) The College of William and Mary Foundation
  		540734117 5   No 267,000 0
(FK) Collegiate School
  		540528203 2   No 144,600 0
(FL) Eastern Mennonite University
  		540575812 2   No 318,900 0
(FM) Emory & Henry College
  		540505892 2   No 262,200 0
(FN) Episcopal High School
  		540506326 2   No 154,400 0
(FO) Ferrum College
  		540506457 2   No 233,300 0
(FP) George Mason University Foundation
  		541603842 5   No 262,500 0
(FQ) Goodwin House Inc
  		540623670 10   No 260,700 0
(FR) Hampton Roads Academy
  		540659912 2   No 141,300 0
(FS) Hampton University
  		540505990 2   No 283,200 0
(FT) Hollins University
  		540506314 2   No 262,300 0
(FU) J Sargeant Reynolds Community College Educational Foundation
  		541130296 5   No 242,300 0
(FV) James Madison University Foundation
  		237156305 7   No 342,800 0
(FW) Longwood University Foundation
  		546047289 7   No 252,600 0
(FX) University of Lynchburg
  		540505922 2   No 288,000 0
(FY) The Madiera School
  		540505925 2   No 87,700 0
(FZ) Mary Baldwin University
  		540506319 2   No 267,000 0
(GA) Marymount University
  		540573801 2   No 343,100 0
(GB) Medical College of Virginia Foundation
  		546053660 5   No 655,000 0
(GC) New Community School
  		540973221 2   No 136,700 0
(GD) Oak Hill Academy
  		540563004 1   No 146,400 0
(GE) Old Dominion University Educational Foundation
  		546052014 5   No 282,500 0
(GF) Radford University Foundation Inc
  		237219782 5   No 653,200 0
(GG) Randolph College
  		540505941 2   No 238,900 0
(GH) Randolph-Macon College
  		540505940 2   No 264,300 0
(GI) Rappahannock Westminster-Canterbury Foundation
  		521435132 7   No 155,320 0
(GJ) Richmond Ballet School of
  		546049848 10   No 27,400 0
(GK) Riverside College of Health Careers
  		521245746 3   No 295,200 0
(GL) Roanoke College
  		540505945 2   No 262,400 0
(GM) Sentara College of Health Sciences
  		541547408 3   No 301,500 0
(GN) Shenandoah University
  		540525605 2   No 341,900 0
(GO) Southside Health Education Foundation
  		830458666 7   No 334,000 0
(GP) St Catherine's School Foundation
  		546036896 7   No 171,500 0
(GQ) St Margaret's School Foundation
  		510206215 7   No 162,900 0
(GR) St Stephen's and St Agnes School Foundation
  		546054009 7   No 148,000 0
(GS) Stuart Hall School Foundation
  		841648803 7   No 148,000 0
(GT) Sweet Briar College
  		540534105 2   No 94,700 0
(GU) Virginia Repertory Theatre
  		510159357 10   No 144,400 0
(GV) University of Mary Washington Foundation Inc
  		540169627 5   No 252,200 0
(GW) University of Richmond
  		540505965 2   No 388,000 0
(GX) University of Virginia Alumni Association
  		540485595 5   No 566,300 0
(GY) University of Virginia Medical School Foundation
  		237173411 5   No 655,000 0
(GZ) University of Virginia's College at Wise Foundation
  		541638774 7   No 376,300 0
(HA) Virginia Episcopal School
  		540506431 2   No 80,900 0
(HB) Virginia Union University
  		540524516 2   No 187,300 0
(HC) Virginia Wesleyan University
  		546039600 2   No 244,300 0
(HD) Washington and Lee University
  		540505977 2   No 267,000 0
(HE) Westminster-Canterbury Foundation
  		521189655 7   No 673,200 0
(HF) Westminster-Canterbury on Chesapeake Bay
  		541071734 7   No 299,640 0
(HG) Westminster-Canterbury of the Blue Ridge
  		521447069 10   No 129,800 0
Total
215
 54,171,335 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
Yes
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in 11a above?
11b
 
No
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1 131,151 0
2 Recoveries of prior-year distributions 2 0 0
3 Other gross income (see instructions) 3 46,899,545 0
4 Add lines 1 through 3 4 47,030,696 0
5 Depreciation and depletion 5 526 0
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 779,387 0
7 Other expenses (see instructions) 7 0 0
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 46,250,783 0
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a 1,572,984,516 0
b Average monthly cash balances 1b 7,247,803 0
c Fair market value of other non-exempt-use assets 1c 1,465,293 0
d Total (add lines 1a, 1b, and 1c) 1d 1,581,697,612 0
e Discount claimed for blockage or other factors
(explain in detail in Part VI): 24,532,163
2 Acquisition indebtedness applicable to non-exempt use assets 2 0 0
3 Subtract line 2 from line 1d 3 1,581,697,612 0
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 23,725,464 0
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 1,557,972,148 0
6 Multiply line 5 by 0.035 6 54,529,025 0
7 Recoveries of prior-year distributions 7 0 0
8 Minimum Asset Amount (add line 7 to line 6) 8 54,529,025 0
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 46,250,783
2 Enter 85% of line 1 2 39,313,166
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 54,529,025
4 Enter greater of line 2 or line 3 4 54,529,025
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 54,529,025
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1 54,171,335
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 283,982
4 Amounts paid to acquire exempt-use assets 4 0
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5 0
6 Other distributions (describe in Part VI). See instructions 6 0
7Total annual distributions. Add lines 1 through 6. 7 54,455,317
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8 31,629,675
9 Distributable amount for 2020 from Section C, line 6 9 54,529,025
10 Line 8 amount divided by Line 9 amount 10 5801.0000000000 %
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6 54,529,025
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		 0
3 Excess distributions carryover, if any, to 2020:
a From 2015.......0
b From 2016.......0
c From 2017.......0
d From 2018.......0
e From 2019.......112,441
fTotal of lines 3a through e 112,441
g Applied to underdistributions of prior years 0
h Applied to 2020 distributable amount 112,441
i Carryover from 2015 not applied (see
instructions) 		0
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 0
4Distributions for 2020 from Section D, line 7:
$ 54,455,317
a Applied to underdistributions of prior years 0
b Applied to 2020 distributable amount 54,416,584
c Remainder. Subtract lines 4a and 4b from line 4. 38,733
5 Remaining underdistributions for years prior to
2020, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		0
6 Remaining underdistributions for 2020. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		0
7 Excess distributions carryover to 2021. Add lines
3j and 4c. 		38,733
8 Breakdown of line 7:
a Excess from 2016.....0
b Excess from 2017.....0
c Excess from 2018.....0
d Excess from 2019.....0
e Excess from 2020.....38,733
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART IV, SECTION A, LINE 1 In 2020, the Lettie Pate Whitehead Foundation supported 199 schools and colleges and 16 institutions that provide elderly care. The will that created the Foundation designates those supported organizations by class, restricting support to "established educational institutions of good standing" that provide "proper and adequate education to poor and deserving Christian girls and "established hospitals or institutions for indigent Christian women" in nine southeastern states. No supported organizations are named in the Foundation's governing documents because the supported organizations are designated by class and the Foundation has maintained historic and continuing relationships with its supported organizations since it was created in 1953. Twenty-one of the supported organizations have received annual support since 1954 when the Foundation's grants program was limited only to institutions in Georgia, Virginia, and North Carolina. An additional 44 institutions from Alabama, Florida, Louisiana, Mississippi, South Carolina, and Tennessee have received annual support since 1972 when the Foundation expanded its programs to those other states. Almost all supported organizations have received annual support from the Foundation for almost 30 years. The Internal Revenue Service recognized the significance of these historic and continuing relationships when it designated the Foundation as a 509(a)(3) supporting organization in 1991.
PART IV, SECTION A, LINE 5a In 2020, the Foundation removed Georgetown University [EIN: 53-0196603] from its list of supported organizations because Georgetown does not meet the geographic requirements set out in the Foundation's grants program. Foundation trustees examined Georgetown's status in 2017 and determined that it is not situated in one of the nine states specified in the will that created the Foundation. As a result, the trustees elected to remove Georgetown from the scholarship program. In consultation with Georgetown leaders, however, the Foundation reduced its grant to the school over a three-year period rather than abruptly removing it from the list of supported organizations. Removal from the Foundation's list of supported organizations is rare and almost always predicated on an objective change in status such as loss of accreditation, voluntary withdrawal from the program or, in this limited case, geographic ineligibility. Similarly, new organizations are rarely added to the Foundation's grants program and only after the Foundation's assets have grown to a level that can support an additional institution on a permanent basis while still growing support for existing supported organizations. One school was added to the Foundation's scholarship program in 2019: Georgia Gwinnett College [EIN:20-5107997]. The first payment to Georgia Gwinnett College was made in 2020. Funds granted to Georgia Gwinnett College were designated for support of female nursing students. Georgia Gwinnett College boasts one of the state's top nursing programs as measured by enrollment, retention and graduation rates and scores registered by graduating students on the nursing licensure exam. Changes in the educational landscape occasionally compel adding a school to the scholarship program to ensure the overall set of supported institutions best represents the charitable class of beneficiaries the Foundation was created to serve. In Georgia Gwinnett College's case, the school serves a high-need, population in suburban Atlanta from which there is extraordinary demand for quality nursing education. The Foundation was created in accordance with the will of Conkey Pate Whitehead and has operated in accordance with the terms of that will since it was funded in 1953. While the will or governing documents do not contain specific provisions governing the addition or removal of supported organizations, their clear direction about the purposes of the Foundation effectively constrain trustees in selecting new beneficiaries. All organizations supported by the Foundation must 1) provide a proper and adequate education through established educational institutions of good standing for poor and deserving Christian girls or 2) provide proper and adequate care through established hospitals or institutions for indigent Christian women. The will further limits the support to residents and institutions within the states of Alabama, Florida, Georgia, Louisiana, Mississippi, North and South Carolina, Tennessee and Virginia. Historically, the trustees have interpreted these provisions as directing them to maintain relatively constant or increasing support of a stable set of institutions that are especially likely to serve deserving Christian girls (or indigent women in the case of elderly care institutions) from the designated states as evidenced by their student demographics, scholarship programs or specific education programs. The process for adding a new organization typically begins with multiple written requests from an interested organization, followed by meetings with the institutional leadership and site visits by Foundation staff and/or trustees. The Foundation also conducts independent research on a candidate institution's record for serving and graduating students. The process for adding institutions to the list of supported organizations has not changed since the Foundation received IRS approval to convert from a private foundation to a supporting organization in 1991 and was disclosed as part of that request.
PART IV, SECTION D, LINE 3 Trustees of the Lettie Pate Whitehead Foundation serve as current and former trustees, directors, emeritus trustees and advisory board members of several supported organizations. One Foundation trustee serves as chairman of the board of a supported organization. Through these overlapping relationships, Foundation trustees are sensitive to the supported organizations' particular financial needs, the organizations' schedules for making awards of financial aid, and their need to maintain a reliable, steadily growing stream of income from the Foundation. Foundation staff and trustees also meet regularly with executive and board leadership of each supported organization. In calendar year 2020 Foundation staff and trustees visited with officers and/or trustees of 106 supported organizations. During meetings with the supported organizations, Foundation staff and trustees discuss key issues impacting higher education and elderly care and how the Foundation can be responsive to institutions as they face increasingly challenging operating environments. Foundation trustees actively consider what they learn in these meetings when investing Foundation assets and when making grant decisions. Conversations with supported organizations were particularly critical in 2020 as all Foundation beneficiaries struggled with the operating and financial impacts of the COVID-19 pandemic. Many of the Foundation's supported schools confronted enrollment challenges and costs associated with a rapid shift to virtual learning. The Foundation's supported elderly care institutions faced significant obstacles related to SARS-COV2 infection. The Foundation's reliable, annual financial support may never have been more critical to its supported organizations than in 2020. In light of the financial challenges levied on all supported organizations and based on conversations with Foundation beneficiaries, the trustees elected in 2020 to make extraordinary grant distributions in 2021 to ensure that schools and elderly care institutions can continue to provide generous need-based financial aid to the women they serve. The Foundation's investment portfolio is designed to keep pace with steadily growing costs in higher education and elderly care. Over time, the Foundation's investment portfolio has produced reliable, steady increases in distributions that have exceeded the rate of inflation and kept close pace with the growth in costs for college and skilled nursing care. The Foundation introduced an Annual Meeting for beneficiaries in January 2017 to provide regular annual updates on the Foundation's investments, grants programs and priorities. Presidents of all Foundation beneficiaries were invited to participate in the Annual Meeting, which was conducted via webinar. About 90% of the beneficiaries elected to participate in the 2020 webinar, which was consistent with the attendance rates for the Foundation's first three Annual Meetings. A greater number of beneficiaries participated in the Foundation's fifth Annual Meeting in January 2021. The 2020 and 2021 Annual Meeting programs included significant time for beneficiaries to pose questions to the Foundation's officers and trustees, and all questions posed were either answered live on the webinar or in follow-up conversations. Of the 2021 webinar's 369 registered participants, more than 40% completed a post-meeting survey in which they provided feedback about the Annual Meeting format and effectiveness and made suggestions for the 2022 meeting.
Part V, Section B, Line 1e As of December 31, 2019 the Foundation owned 24,636,929 shares of The Coca-Cola Company common stock. These represent approximately .58% of the total 4,280 million shares outstanding. The fair value computed on the per-share price is not necessarily what the Foundation would receive if a significant portion of the stock were sold because of the Foundation's large holding. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 1.87%. The average monthly fair value of the shares based on the per-share price was $1,311,880,364 and the blockage discount was $24,532,163. $1,311,880,364 @ 1.87% = $24,532,163.
PART V, SECTION D, LINE 8 The Foundation provided 10% or more of the total private financial aid raised by at least 127 of its supported organizations. This number represents only those schools who verified the percentage of total private financial aid raised; the actual number of schools to which the Foundation provided 10% or more of the total private financial aid budget was likely greater. Grants made to these schools comprise more than 58% of the Foundation's required distributions in 2020. In many instances, the Foundation provides more than 50% of a supported organization's total private financial aid budget. For each supported organization, the loss of the Foundation's support would be a devastating blow to their respective financial aid programs particularly at this time when schools report that attracting need-based financial aid is their top priority. Consequently, each school has a real and substantial interest in being attentive to the operations of the Foundation. Treasury Regulations indicate that an organization's attentiveness should be determined not only in light of the total number of dollars provided but in light of the length of time over which support has been provided. In many other cases, private scholarship support is raised on an annual basis from various, episodic donors who may make one-time or infrequent gifts to a school. In contrast, the Foundation's support is far more significant to its supported organizations because unlike other sources of private funding, it can be counted on year after year, making the total value to the schools of maintaining a strong relationship with the Foundation that much greater. The Foundation's supported organizations would struggle to replace a loss of the Foundation's funding and would likely need to reduce scholarship programs in that event. Reducing or eliminating grants is particularly devastating when those grants support scholarships because those scholarships usually entail four-year commitments. Current enrolled students receiving Lettie Pate Whitehead scholarships may have to withdraw from school if the Foundation terminates its funding. As a result, the supported organizations have a very real and vested interest in monitoring the activities of the Foundation and ensuring that its support continues.
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
Lettie Pate Whitehead Foundation Inc
 
Employer identification number

58-6012629
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ..... 85,285   85,285
b Buildings ....        
c Leasehold improvements   16,649 10,377 6,272
d Equipment ....   36,572 36,572 0
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 91,557
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) BBH PRIVATE FUNDS		 119,011,776 C
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 119,011,776
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 307
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 149,998,832
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 2,250
e Add lines 2a through 2d ..................... 2e 2,250
3 Subtract line 2e from line 1.................. 3 149,996,582
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 2,416,905
c Add lines 4a and 4b.................... 4c 2,416,905
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 152,413,487
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 55,321,678
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 2,250
e Add lines 2a through 2d.................... 2e 2,250
3 Subtract line 2e from line 1................... 3 55,319,428
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 55,319,428
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part XI, Line 2d - Other Adjustments: RENTAL EXPENSE
Part XI, Line 4b - Other Adjustments: Pass-through income from Schedules K-1
Part XII, Line 2d - Other Adjustments: RENTAL EXPENSE Rental expense is included in expenses on audited financial statement but is netted against rental revenue on Form 990.
Schedule D (Form 990) 2020


Additional Data


Software ID:  
Software Version:  





Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
Lettie Pate Whitehead Foundation Inc
 
Employer identification number
58-6012629
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Auburn University Foundation
107 Samford Hall
Auburn,AL36849 		63-6022422 501(c)(3) 134,000       For nursing and pre-nursing scholarships.
(2) Auburn University Foundation- Montgomery
107 Samford Hall
Auburn,AL36849 		63-6022422 501(c)(3) 77,000       For nursing and pre-nursing scholarships.
(3) Birmingham-Southern College
900 Arkadelphia Road
Birmingham,AL35254 		63-0288811 501(c)(3) 424,000       For general scholarship support.
(4) University of Alabama
University of Alabama
Tuscaloosa,AL35487 		63-6001138 501(c)(3) 234,000       For nursing scholarships.
(5) Huntingdon College
1500 East Fairview Avenue
Montgomery,AL36106 		63-0288841 501(c)(3) 216,000       For general scholarship support.
(6) Judson College
302 Bibb Street
Marion,AL36756 		63-0288850 501(c)(3) 139,000       For general scholarship support.
(7) Oakwood University
7000 Adventist Boulevard NW
Huntsville,AL35896 		63-0366652 501(c)(3) 93,000       For general scholarship support.
(8) Samford University
800 Lakeshore Drive
Birmingham,AL35229 		63-0312914 501(c)(3) 455,000       For general and nursing scholarships.
(9) South Alabama University of
USA Springhill
Mobile,AL36688 		63-0477348 501(c)(3) 207,000       For nursing scholarships.
(10) Spring Hill College
4000 Dauphin Street
Mobile,AL36608 		63-0302179 501(c)(3) 177,500       For general scholarship support.
(11) Stillman College
P O Box 1430
Tuscaloosa,AL35403 		63-0315935 501(c)(3) 132,000       For general scholarship support.
(12) Talladega College
627 West Battle Street
Talladega,AL35160 		63-0288870 501(c)(3) 87,000       For general scholarship support.
(13) Tuskegee University
Kresge Building
Tuskegee,AL36088 		63-0288878 501(c)(3) 193,000       For general scholarship support.
(14) University of Alabama at Birmingham
1530 3rd Avenue South
Birmingham,AL35294 		63-1222349 501(c)(3) 437,000       For nursing and allied health scholarships.
(15) University of Mobile
5735 College Parkway
Mobile,AL36613 		63-0417508 501(c)(3) 166,000       For general scholarship support.
(16) Barry University
11300 Northeast Second Avenue
Miami Shores,FL33161 		59-0624364 501(c)(3) 144,000       For nursing scholarships.
(17) Bethune-Cookman University
640 Dr Mary McLeod Bethune
Boulevard
Daytona Beach,FL32114 		59-0704726 501(c)(3) 115,000       For general scholarship support.
(18) Eckerd College
4200 54th Avenue South
St Petersburg,FL33711 		59-0859121 501(c)(3) 171,000       For general scholarship support.
(19) Florida Institute of Technology
150 West University Boulevard
Melbourne,FL32901 		59-6046500 501(c)(3) 207,500       For general scholarship support.
(20) Florida International University Foundation Inc
11200 SW 8th Street
Miami,FL33199 		23-7047106 501(c)(3) 184,000       For nursing scholarships.
(21) Florida Southern College
111 Lake Hollingsworth Drive
Lakeland,FL33801 		59-0624401 501(c)(3) 266,000       For general scholarship support.
(22) Florida State University Foundation
102 Vivian M Duxbury Hall
Tallahassee,FL32306 		59-6152180 501(c)(3) 211,000       For nursing scholarships.
(23) Rollins College
1000 Holt Avenue
Winter Park,FL32789 		59-0624440 501(c)(3) 213,000       For general scholarship support.
(24) University of Central Florida Foundation Inc
12424 Research Pkwy
Orlando,FL32826 		59-6211832 501(c)(3) 152,000       For nursing scholarships.
(25) University of South Florida Foundation Inc
4202 East Fowler Ave ADM 241
Tampa,FL33620 		59-0879015 501(c)(3) 184,000       For general scholarship support.
(26) Stetson University
421 N Woodland Blvd Unit 8258
Deland,FL32723 		59-0624416 501(c)(3) 367,000       For general scholarship support.
(27) University of Miami
P O Box 248006
Coral Gables,FL33124 		59-0624458 501(c)(3) 152,000       For medicine and nursing scholarships.
(28) A G Rhodes Home Inc
350 Boulevard
Atlanta,GA30312 		58-0586001 501(c)(3) 578,000       For the care of aged women.
(29) Agnes Scott College
141 East College Avenue
Decatur,GA30030 		58-0566116 501(c)(3) 524,000       For general scholarship support.
(30) Andrew College
413 College Street
Cuthbert,GA39840 		58-0568687 501(c)(3) 158,000       For general scholarship support.
(31) Berry College
39 Mount Berry Station
Rome,GA30149 		58-0566133 501(c)(3) 640,000       For general scholarship support.
(32) Brenau University
500 Washington Street SE
Gainesville,GA30501 		58-0566143 501(c)(3) 355,000       For general scholarship support.
(33) Brewton-Parker College
Highway 280
Mount Vernon,GA30445 		58-0619030 501(c)(3) 149,000       For general scholarship support.
(34) Clark Atlanta University
223 James P Brawley Drive
Atlanta,GA30314 		58-1825259 501(c)(3) 427,500       For general scholarship support.
(35) Clayton State University Foundation
2000 Clayton State Boulevard
Morrow,GA30260 		23-7419285 501(c)(3) 129,000       For nursing scholarships.
(36) Covenant College
14049 Scenic Highway
Lookout Mountain,GA30750 		43-0719506 501(c)(3) 155,000       For general scholarship support.
(37) Emory University
Emory University
Atlanta,GA30322 		58-0566256 501(c)(3) 2,520,000       For general scholarship support.
(38) Georgia College & State University Foundation Inc
Campus Box 20
Milledgeville,GA31061 		58-6043972 501(c)(3) 308,000       For nursing scholarships.
(39) Georgia Health Sciences Foundation Inc
1120 15th Street
Augusta,GA30912 		35-2310573 501(c)(3) 646,000       For nursing and allied health scholarships.
(40) Georgia Southern University Foundation Inc
Landrum Box 8053
Statesboro,GA30460 		58-6034031 501(c)(3) 424,000       For nursing scholarships.
(41) Georgia State University Foundation Inc
PO Box 3965
Atlanta,GA30302 		58-6033185 501(c)(3) 450,000       For nursing and allied health scholarships.
(42) Georgia Gwinnett College Foundation Inc
1000 University Center Ln
Lawrenceville,GA30043 		20-5107997 501(c)(3) 75,000       For nursing scholarships.
(43) Kennesaw State University Foundation
1000 Chastain Road
Kennesaw,GA30144 		23-7034345 501(c)(3) 294,000       For nursing scholarships.
(44) LaGrange College
601 Broad Street
LaGrange,GA30240 		58-0566199 501(c)(3) 409,000       For general scholarship support.
(45) Mercer University
1400 Coleman Avenue
Macon,GA31207 		58-0566167 501(c)(3) 790,000       For nursing and allied health scholarships.
(46) University of North Georgia Foundation
College Circle
Dahlonega,GA30597 		23-7066297 501(c)(3) 175,000       For nursing scholarships.
(47) Oglethorpe University
4484 Peachtree Road NE
Atlanta,GA30319 		58-0568698 501(c)(3) 524,000       For general scholarship support.
(48) Servants of Relief for Incurable Cancer
760 Pollard Boulevard SW
Atlanta,GA30315 		58-0566234 501(c)(3) 463,000       For the care of aged women.
(49) Piedmont College
P O Box 10
Demorest,GA30535 		58-0566212 501(c)(3) 321,000       For general scholarship support.
(50) Presbyterian Village Austell Inc
P O Box 926
Quitman,GA31643 		58-1649443 501(c)(3) 456,000       For the care of aged women.
(51) Reinhardt University
7300 Reinhardt College Circle
Waleska,GA30183 		58-0603153 501(c)(3) 269,000       For general scholarship support.
(52) Shorter University
315 Shorter Avenue
Rome,GA30165 		58-2624570 501(c)(3) 267,000       For general scholarship support.
(53) Spelman College
350 Spelman Lane SW
Atlanta,GA30314 		58-0566243 501(c)(3) 708,000       For general scholarship support.
(54) Emory University - Budd Terrace
Emory University
Atlanta,GA30322 		58-0566256 501(c)(3) 281,000       For the care of aged women.
(55) Thomas University
1501 Millpond Road
Thomasville,GA31792 		58-0644897 501(c)(3) 82,000       For general scholarship support.
(56) Truett-McConnell University
100 Alumni Drive
Cleveland,GA30528 		58-0531392 501(c)(3) 117,000       For general scholarship support.
(57) University of Georgia Foundation
394 South Milledge Avenue Suite 100
100
Athens,GA30602 		58-6033837 501(c)(3) 388,000       For general scholarship support.
(58) Valdosta State University Foundation Inc
1300 N Patterson Street
Valdosta,GA31698 		58-1582136 501(c)(3) 156,000       For nursing scholarships.
(59) Wesleyan College
4760 Forsyth Road
Macon,GA31297 		58-0593438 501(c)(3) 376,000       For general scholarship support.
(60) University of West Georgia Foundation Inc
Sanford Hall
Carrollton,GA30118 		58-6056464 501(c)(3) 206,000       For nursing scholarships.
(61) Young Harris College
P O Box 98
Young Harris,GA30582 		58-0593414 501(c)(3) 372,000       For general scholarship support.
(62) Centenary College of Louisiana
2911 Centenary Boulevard
Shreveport,LA71134 		72-0408915 501(c)(3) 315,000       For general scholarship support.
(63) Dillard University
2601 Gentilly Boulevard
New Orleans,LA70112 		72-0408929 501(c)(3) 87,000       For nursing scholarships.
(64) Louisiana College
P O Box 583 College Station
Pineville,LA71359 		72-0467515 501(c)(3) 69,000       For nursing scholarships.
(65) Louisiana State University at Alexandria
8100 Hwy 71 South
Alexandria,LA71302 		72-6000848 501(c)(3) 79,000       For nursing scholarships.
(66) Louisiana State University at Eunice
P O Box 1129
Eunice,LA70535 		72-6000848 501(c)(3) 104,000       For nursing scholarships.
(67) Louisiana Tech University
P O Box 3168
Ruston,LA71272 		72-6000792 501(c)(3) 79,000       For nursing and health sciences scholarships.
(68) Louisiana University of at Lafayette Foundation
P O Box 41008
Lafayette,LA70504 		72-6023836 501(c)(3) 85,000       For nursing scholarships.
(69) Louisiana University of at Monroe Foundation
700 University Avenue
Monroe,LA71209 		72-6028527 501(c)(3) 178,000       For nursing and health sciences scholarships.
(70) Loyola University New Orleans
6363 St Charles Avenue
New Orleans,LA70118 		72-0408946 501(c)(3) 214,000       For general scholarship support.
(71) Franciscan Missionaries of Our Lady University
7434 Perkins Road
Baton Rouge,LA70808 		72-1173156 501(c)(3) 141,000       For nursing scholarships.
(72) Southeastern Louisiana University Foundation
SLU Box 10784
Hammond,LA70402 		72-6028821 501(c)(3) 107,000       For nursing scholarships.
(73) Tulane University
6823 St Charles Avenue
New Orleans,LA70118 		72-0423889 501(c)(3) 389,000       For medical and master of social work scholarships.
(74) Xavier University of Louisiana
1 Drexel Drive
New Orleans,LA70125 		72-0635884 501(c)(3) 285,000       For general scholarship support.
(75) Belhaven University
1500 Peachtree Street
Jackson,MS39202 		64-0303069 501(c)(3) 163,000       For general scholarship support.
(76) Millsaps College
1701 North State Street
Jackson,MS39210 		64-0303084 501(c)(3) 458,000       For general scholarship support.
(77) Mississippi College
Box 4001 110 Nelson Hall
Clinton,MS39058 		64-0303086 501(c)(3) 360,000       For general and nursing scholarship support.
(78) Mississippi University for Women Foundation
1100 College Street
Columbus,MS39701 		23-7050717 501(c)(3) 155,000       For nursing scholarships.
(79) Rust College
150 East Rust Avenue
Holly Springs,MS38635 		64-0303805 501(c)(3) 159,000       For general scholarship support.
(80) The University of Southern Mississippi Foundation
Box 5001
Hattiesburg,MS39406 		64-6022505 501(c)(3) 178,000       For nursing scholarships.
(81) Tougaloo College
500 West County Line Road
Tougaloo,MS39174 		64-0303093 501(c)(3) 209,275       For general scholarship support.
(82) University of Mississippi Medical Center
2500 North State Street
Jackson,MS39216 		64-6008520 501(c)(3) 331,000       For scholarships in nursing and health related professions.
(83) Arbor Acres United Methodist Retirement Community
1240 Arbor Road
WinstonSalem,NC27104 		56-1152263 501(c)(3) 300,000       For the care of aged women.
(84) Baptist Retirement Homes of North Carolina Inc
1199 Hayes Forest Drive
WinstonSalem,NC27106 		56-0562308 501(c)(3) 265,000       For the care of aged women.
(85) Barton College
Box 5000
Wilson,NC27893 		56-0529933 501(c)(3) 205,000       For general scholarship support.
(86) Belmont Abbey College
100 Belmont-Mt Holly Road
Belmont,NC28012 		56-0547498 501(c)(3) 200,000       For general scholarship support.
(87) Brevard College
Brevard College Drive
Brevard,NC28712 		56-0532297 501(c)(3) 200,000       For general scholarship support.
(88) Cabarrus College of Health Sciences
401 Medical Park Dr
Concord,NC28025 		56-0529945 501(c)(3) 180,000       For nursing and allied health scholarships.
(89) Campbell University
PO Box 127
Buies Creek,NC27506 		56-0529940 501(c)(3) 300,000       For general scholarship support.
(90) Catawba College
2300 West Innes Street
Salisbury,NC28144 		56-0530251 501(c)(3) 215,000       For general scholarship support.
(91) Chowan University
One University Place
Murfreesboro,NC27855 		56-0554199 501(c)(3) 215,000       For general scholarship support.
(92) Davidson College
P O Box 7145
Davidson,NC28035 		56-0529961 501(c)(3) 200,000       For general scholarship support.
(93) Duke University
P O Box 3701
Durham,NC27710 		56-0532129 501(c)(3) 400,000       For general scholarship support.
(94) East Carolina University Medical and Health Sciences Foundation
2200 Charles Boulevard Suite 1100
Greenville,NC27858 		23-7138921 501(c)(3) 165,000       For nursing scholarships.
(95) Elon University
Campus Box 2600
Elon,NC27244 		56-0532303 501(c)(3) 275,000       For general scholarship support.
(96) Forsyth Technical Community College Foundation
2100 Silas Creek Parkway
WinstonSalem,NC27103 		56-1070364 501(c)(3) 240,000       For nursing/allied health scholarships.
(97) Gardner-Webb University
PO Box 897
Boiling Springs,NC28017 		56-0529972 501(c)(3) 230,000       For general scholarship support.
(98) Greensboro College
815 West Market Street
Greensboro,NC27401 		56-0532144 501(c)(3) 200,000       For general scholarship support.
(99) Guilford College
5800 W Friendly Avenue
Greensboro,NC27410 		56-0529982 501(c)(3) 220,000       For general scholarship support.
(100) Hospice & Palliative Care Center
101 Hospice Lane
WinstonSalem,NC27103 		58-1343313 501(c)(3) 125,000       For the care of aged women.
(101) Lees-McRae College
P O Box 128
Banner Elk,NC28604 		56-0529953 501(c)(3) 195,000       For general scholarship support.
(102) Lenoir-Rhyne University
Box 7163
Hickory,NC28603 		56-0556753 501(c)(3) 190,000       For nursing scholarships.
(103) Louisburg College
501 North Main Street
Louisburg,NC27549 		56-0547511 501(c)(3) 175,000       For general scholarship support.
(104) Mars Hill University
PO Box 370
Mars Hill,NC28754 		56-0554207 501(c)(3) 195,000       For general scholarship support.
(105) Meredith College
3800 Hillsborough Street
Raleigh,NC27607 		56-0530242 501(c)(3) 250,000       For general scholarship support.
(106) Montreat College
PO Box 1267
Montreat,NC28757 		56-0543261 501(c)(3) 215,000       For general scholarship support.
(107) Moravian Home Inc
1000 Salemtowne Drive
WinstonSalem,NC27106 		56-0963926 501(c)(3) 235,000       For the care of aged women.
(108) Wake Forest University Health Sciences
Medical Center Boulevard
WinstonSalem,NC27157 		22-3849199 501(c)(3) 315,000       For general scholarship support.
(109) North Carolina Wesleyan College
3400 N Wesleyan Boulevard
Rocky Mount,NC27804 		56-0686603 501(c)(3) 195,000       For general scholarship support.
(110) Penick Village Inc
P O Box 2001
Southern Pines,NC28388 		56-0729010 501(c)(3) 300,000       For the care of aged women.
(111) Pfeiffer University
P O Box 960
Misenheimer,NC28109 		56-0529990 501(c)(3) 195,000       For general scholarship support.
(112) Queens University of Charlotte
1900 Selwyn Avenue
Charlotte,NC28274 		56-0530003 501(c)(3) 360,000       For general scholarship support.
(113) Salem Academy
500 Salem Ave Box 10578
WinstonSalem,NC27108 		56-0530005 501(c)(3) 160,000       For general scholarship support.
(114) Salem College
601 S Church Street
WinstonSalem,NC27108 		56-0530005 501(c)(3) 245,000       For general scholarship support.
(115) Senior Services Inc
2895 Shorefair Drive
WinstonSalem,NC27105 		56-1085968 501(c)(3) 105,000       For the care of aged women.
(116) St Andrews University
1700 Dogwood Mile
Laurinburg,NC28352 		56-0530240 501(c)(3) 195,000       For general scholarship support.
(117) St Augustine's University
1315 Oakwood Avenue
Raleigh,NC27610 		56-0547478 501(c)(3) 120,000       For general scholarship support.
(118) St Mary's School
900 Hillsborough Street
Raleigh,NC27603 		56-0532314 501(c)(3) 120,000       For general scholarship support.
(119) University of Mount Olive Inc
634 Henderson Street
Mount Olive,NC28365 		56-0623936 501(c)(3) 55,000       For general scholarship support.
(120) The University of North Carolina
310 Pettigrew Hall CB 2300
Chapel Hill,NC27514 		56-6001393 501(c)(3) 395,000       For general scholarship support.
(121) Foundation of the University of North Carolina at Charlotte
9201 University City Blvd
Charlotte,NC28223 		56-6059417 501(c)(3) 180,000       For nursing scholarships.
(122) The University of North Carolina-Greensboro
303 Mossman Building
Greensboro,NC27412 		56-6001468 501(c)(3) 150,000       For general scholarship support.
(123) University of North Carolina School of the Arts Foundation Inc
1533 S Main Street
WinstonSalem,NC27117 		56-6064850 501(c)(3) 275,000       For general scholarship support.
(124) Warren Wilson College
701 Warren Wilson Road
Asheville,NC28815 		56-0767736 501(c)(3) 200,000       For general scholarship support.
(125) Wingate University
Campus Box 3055
Wingate,NC28174 		56-6049935 501(c)(3) 210,000       For general scholarship support.
(126) Winston-Salem State University
601 Martin Luther King Jr Drive Box
19535
WinstonSalem,NC27110 		56-6001466 501(c)(3) 260,000       For general scholarship support.
(127) Anderson University
316 Boulevard
Anderson,SC29621 		57-0324906 501(c)(3) 105,000       For general scholarship support.
(128) Charleston Southern University
9200 University Boulevard
Charleston,SC29423 		57-0474291 501(c)(3) 119,000       For general scholarship support.
(129) Claflin University
400 Magnolia Street
Orangeburg,SC29115 		57-0314374 501(c)(3) 123,000       For general scholarship support.
(130) Clemson University Foundation
201 Sikes Hall
Clemson,SC29634 		57-0426335 501(c)(3) 113,000       For nursing scholarships.
(131) Coker College
300 East College Avenue
Hartsville,SC29550 		57-0324916 501(c)(3) 137,000       For general scholarship support.
(132) College of Charleston Foundation
66 George Street
Charleston,SC29424 		23-7069236 501(c)(3) 192,000       For general scholarship support.
(133) Columbia College
1301 Columbia College Drive
Columbia,SC29203 		57-0324915 501(c)(3) 170,000       For general scholarship support.
(134) Converse College
580 East Main Street
Spartanburg,SC29302 		57-0314380 501(c)(3) 163,000       For general scholarship support.
(135) Erskine College
P O Box 308
Due West,SC29639 		57-0314390 501(c)(3) 94,500       For general scholarship support.
(136) Furman University
3300 Poinsett Highway
Greenville,SC29613 		57-0314395 501(c)(3) 324,000       For general scholarship support.
(137) Medical University of South Carolina
179 Ashley Avenue
Charleston,SC29425 		57-6007222 501(c)(3) 271,000       For nursing scholarships.
(138) Presbyterian College
503 S Broad Street
Clinton,SC29325 		57-0314408 501(c)(3) 261,000       For general scholarship support.
(139) Spartanburg Methodist College
1100 Powell Mill Road
Spartanburg,SC29301 		57-0314415 501(c)(3) 134,000       For general scholarship support.
(140) University of South Carolina Educational Foundation
1714 College Street
Columbia,SC29208 		57-6017985 501(c)(3) 269,000       For general scholarship support.
(141) Wofford College
429 N Church Street
Spartanburg,SC29303 		57-0314422 501(c)(3) 333,000       For general scholarship support.
(142) Baptist Memorial College of Health Sciences
350 North Humphreys Boulevard
Memphis,TN38120 		62-1599670 501(c)(3) 245,000       For nursing scholarships.
(143) Belmont University
1900 Belmont Boulevard
Nashville,TN37212 		64-0465076 501(c)(3) 248,500       For general scholarship support.
(144) Carson-Newman University
Carson-Newman College
Jefferson City,TN37760 		62-0479189 501(c)(3) 141,000       For general scholarship support.
(145) Christian Brothers University
650 East Parkway South
Memphis,TN38104 		62-0476666 501(c)(3) 119,000       For general scholarship support.
(146) Cumberland University
One Cumberland Square
Lebanon,TN37087 		62-0599339 501(c)(3) 90,000       For nursing scholarships.
(147) Fisk University
1000 Seventeenth Avenue N
Nashville,TN37208 		62-0202000 501(c)(3) 137,000       For general scholarship support.
(148) King University
1350 King College Road
Bristol,TN37620 		58-1363100 501(c)(3) 112,000       For general scholarship support.
(149) Lee University
1120 North Ocoee Street
Cleveland,TN37320 		62-0502739 501(c)(3) 122,000       For general scholarship support.
(150) Martin Methodist College
433 West Madison Street
Pulaski,TN38478 		62-0483210 501(c)(3) 57,000       For general scholarship support.
(151) Maryville College
502 E Lamar Alexander Parkway
Maryville,TN37804 		62-0475691 501(c)(3) 110,000       For general scholarship support.
(152) University of Memphis Foundation
341 Administration Building
Memphis,TN38152 		62-6048540 501(c)(3) 167,000       For nursing scholarships.
(153) Rhodes College
2000 North Parkway
Memphis,TN38112 		62-0476301 501(c)(3) 344,000       For general scholarship support.
(154) Tennessee State University Foundation
1005 Dr D B Todd Jr Boulevard
Nashville,TN37208 		23-7105693 501(c)(3) 114,000       For allied health scholarships.
(155) The University of the South
735 University Avenue
Sewanee,TN37383 		62-0475697 501(c)(3) 350,000       For general scholarship support.
(156) Tusculum University
Tusculum University
Greeneville,TN37743 		62-0484185 501(c)(3) 112,000       For general scholarship support.
(157) Union University
1050 Union University Drive
Jackson,TN38305 		62-0516509 501(c)(3) 105,000       For nursing scholarships.
(158) Vanderbilt University
Kirkland Hall Suite 211
Nashville,TN37240 		62-0476822 501(c)(3) 374,000       For nursing scholarships.
(159) Averett University
420 West Main Street
Danville,VA24541 		54-0129860 501(c)(3) 268,200       For general scholarship support.
(160) Bluefield College
3000 College Drive
Bluefield,VA24605 		54-0568200 501(c)(3) 189,300       For general scholarship support.
(161) Bon Secours Richmond Healthcare Foundation
8580 Magellan Parkway
Richmond,VA23227 		54-1201346 501(c)(3) 354,600       For nursing scholarships.
(162) Bridgewater College
402 E College Street
Bridgewater,VA22812 		54-0506306 501(c)(3) 258,500       For general scholarship support.
(163) Christchurch School Foundation
Christchurch School
Christchurch,VA23031 		51-0236362 501(c)(3) 140,000       For general scholarship support.
(164) Christopher Newport University Educational Foundation Inc
One University Place
Newport News,VA23606 		54-1156248 501(c)(3) 205,900       For general scholarship support.
(165) The College of William and Mary Foundation
College of William and Mary
Williamsburg,VA23187 		54-0734117 501(c)(3) 267,000       For general scholarship support.
(166) Collegiate School
103 N Mooreland Road
Richmond,VA23229 		54-0528203 501(c)(3) 144,600       For general scholarship support.
(167) Eastern Mennonite University
Eastern Mennonite University
Harrisonburg,VA22801 		54-0575812 501(c)(3) 318,900       For general and nursing scholarships.
(168) Emory & Henry College
P O Box 947
Emory,VA24327 		54-0505892 501(c)(3) 262,200       For general scholarship support.
(169) Episcopal High School
1200 North Quaker Lane
Alexandria,VA22302 		54-0506326 501(c)(3) 154,400       For general scholarship support.
(170) Ferrum College
PO Box 1000
Ferrum,VA24088 		54-0506457 501(c)(3) 233,300       For general scholarship support.
(171) George Mason University Foundation
4400 University Drive
Fairfax,VA22030 		54-1603842 501(c)(3) 262,500       For nursing scholarships.
(172) Goodwin House Inc
4800 Fillmore Avenue
Alexandria,VA22311 		54-0623670 501(c)(3) 260,700       For the care of aged women.
(173) Hampton Roads Academy
739 Academy Lane
Newport News,VA23602 		54-0659912 501(c)(3) 141,300       For general scholarship support.
(174) Hampton University
Hampton University
Hampton,VA23668 		54-0505990 501(c)(3) 283,200       For general scholarship support.
(175) Hollins University
P O Box 9625
Roanoke,VA24020 		54-0506314 501(c)(3) 262,300       For scholarships in health education, psychology, and nursing.
(176) J Sargeant Reynolds Community College Educational Foundation
P O Box 26924
Richmond,VA23261 		54-1130296 501(c)(3) 242,300       For nursing scholarships.
(177) James Madison University Foundation
James Madison University
Harrisonburg,VA22807 		23-7156305 501(c)(3) 342,800       For nursing scholarships.
(178) Longwood University Foundation
201 High Street
Farmville,VA23909 		54-6047289 501(c)(3) 252,600       For general scholarship support.
(179) University of Lynchburg
Hall Campus Center
Lynchburg,VA24501 		54-0505922 501(c)(3) 288,000       For nursing scholarships.
(180) The Madiera School
8328 Georgetown Pike
McLean,VA22102 		54-0505925 501(c)(3) 87,700       For general scholarship support.
(181) Mary Baldwin University
Mary Baldwin College
Staunton,VA24401 		54-0506319 501(c)(3) 267,000       For general scholarship support.
(182) Marymount University
2807 North Glebe Road
Arlington,VA22207 		54-0573801 501(c)(3) 343,100       For nursing and allied health scholarships.
(183) Medical College of Virginia Foundation
Box 980234
Richmond,VA23298 		54-6053660 501(c)(3) 655,000       For nursing and nurse practitioner scholarships.
(184) New Community School
4211 Hermitage Road
Richmond,VA23227 		54-0973221 501(c)(3) 136,700       For general scholarship support.
(185) Oak Hill Academy
2635 Oak Hill Road
Mouth of Wilson,VA24363 		54-0563004 501(c)(3) 146,400       For general scholarship support.
(186) Old Dominion University Educational Foundation
4417 Monarch Way 4th Floor
Norfolk,VA23529 		54-6052014 501(c)(3) 282,500       For nursing scholarships.
(187) Radford University Foundation Inc
Box 6890 Preston Hall
Radford,VA24142 		23-7219782 501(c)(3) 653,200       For general scholarship support.
(188) Randolph College
2500 Rivermont Avenue
Lynchburg,VA24503 		54-0505941 501(c)(3) 238,900       For scholarships for medical technology and health related fields.
(189) Randolph-Macon College
P O Box 5005
Ashland,VA23005 		54-0505940 501(c)(3) 264,300       For general scholarship support.
(190) Rappahannock Westminster-Canterbury Foundation
132 Lancaster Drive
Irvington,VA22480 		52-1435132 501(c)(3) 155,320       For the care of aged women.
(191) Richmond Ballet School of
407 E Canal Street
Richmond,VA23219 		54-6049848 501(c)(3) 27,400       For general scholarship support.
(192) Riverside College of Health Careers
316 Main Street
Newport News,VA23601 		52-1245746 501(c)(3) 295,200       For nursing scholarships.
(193) Roanoke College
221 College Lane
Salem,VA24153 		54-0505945 501(c)(3) 262,400       For general scholarship support.
(194) Sentara College of Health Sciences
Crossways 1 Suite 105
Chesapeake,VA23320 		54-1547408 501(c)(3) 301,500       For nursing scholarships.
(195) Shenandoah University
1460 University Drive
Winchester,VA22601 		54-0525605 501(c)(3) 341,900       For nursing and allied health scholarships.
(196) Southside Health Education Foundation
P O Box 867
Colonial Heights,VA23834 		83-0458666 501(c)(3) 334,000       For nursing scholarships.
(197) St Catherine's School Foundation
6001 Grove Avenue
Richmond,VA23226 		54-6036896 501(c)(3) 171,500       For general scholarship support.
(198) St Margaret's School Foundation
P O Box 158
Tappahannock,VA22560 		51-0206215 501(c)(3) 162,900       For general scholarship support.
(199) St Stephen's and St Agnes School Foundation
400 Fontaine Street
Alexandria,VA22302 		54-6054009 501(c)(3) 148,000       For general scholarship support.
(200) Stuart Hall School Foundation
Box 210
Staunton,VA24402 		84-1648803 501(c)(3) 148,000       For general scholarship support.
(201) Sweet Briar College
PO Box 1057
Sweet Briar,VA24595 		54-0534105 501(c)(3) 94,700       For general scholarship support.
(202) Virginia Repertory Theatre
114 W Broad Street
Richmond,VA23220 		51-0159357 501(c)(3) 144,400       For theatre arts scholarships.
(203) University of Mary Washington Foundation Inc
1301 College Avenue
Fredericksburg,VA22401 		54-0169627 501(c)(3) 252,200       For general scholarship support.
(204) University of Richmond
Maryland Hall 203
Richmond,VA23173 		54-0505965 501(c)(3) 388,000       For general scholarship support.
(205) University of Virginia Alumni Association
400 Ray C Hunt Drive Suite 100
Charlottesville,VA22904 		54-0485595 501(c)(3) 566,300       For general scholarship support.
(206) University of Virginia Medical School Foundation
Box 800776
Charlottesville,VA22908 		23-7173411 501(c)(3) 655,000       For medicine, nursing and allied health scholarships.
(207) University of Virginia's College at Wise Foundation
1 College Avenue
Wise,VA24293 		54-1638774 501(c)(3) 376,300       For general scholarship support.
(208) Virginia Episcopal School
400 Virginia Episcopal School Road
Lynchburg,VA24503 		54-0506431 501(c)(3) 80,900       For general scholarship support.
(209) Virginia Union University
1500 North Lombardy Street
Richmond,VA23220 		54-0524516 501(c)(3) 187,300       For general scholarship support.
(210) Virginia Wesleyan University
1584 Wesleyan Drive
Norfolk,VA23502 		54-6039600 501(c)(3) 244,300       For general scholarship support.
(211) Washington and Lee University
Washington and Lee University
Lexington,VA24450 		54-0505977 501(c)(3) 267,000       For general scholarship support.
(212) Westminster-Canterbury Foundation
1600 Westbrook Avenue
Richmond,VA23227 		52-1189655 501(c)(3) 673,200       For the care of aged women.
(213) Westminster-Canterbury on Chesapeake Bay
3100 Shore Drive
Virginia Beach,VA23451 		54-1071734 501(c)(3) 299,640       For the care of aged women.
(214) Westminster-Canterbury of the Blue Ridge
250 Pantops Mountain Road
Charlottesville,VA22911 		52-1447069 501(c)(3) 129,800       For the care of aged women.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
214
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I, Line 2: Supported organizations submit detailed reports annually via the Foundation's website. Reports include information used to verify that funds are being allocated as intended and as allowed by law. Foundation staff and trustees review all reports. Foundation staff and trustees also meet regularly with officers of the supported organizations to ensure that funds are being used as intended. Foundation staff met with almost half of the supported organizations in 2020. On average, Foundation staff visit the campuses of supported organizations every two to three years.
Schedule I (Form 990) 2020



Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
Lettie Pate Whitehead Foundation Inc
 
Employer identification number

58-6012629
Return Reference Explanation
Form 990, Part V, Line 2b: The organization participates in a common office arrangement with five other charitable organizations. All employees are paid by a common paymaster that remits all payroll taxes and files the associated W-2s. Each organization reimburses the common paymaster for its proportionate share of administrative expenses. Thirteen individuals were employed during the calendar year.
Form 990, Part VI, Section A, line 2 Dr. Herbert A. Claiborne, Jr. was the father of Mr. Herbert A. Claiborne, III. Dr. Claiborne died on February 16, 2020. Until that time he served as Chairman of the Foundation while his son served as Alternate Trustee. Alternate Trustees have no voting rights except in the event of an absence by another trustee. Mr. Claiborne was elected as a Trustee of the Foundation in April 2020.
Form 990, Part VI, Section B, line 11b The Form 990 is prepared with audited financial data which has been reviewed by the governing board. Internal accounting staff prepare the 990 with the aid of preparation software. Accounting team members individually review the 990 according to a checklist. Numbers are verified against audited financial statements. The 990 is then reviewed by the Controller, Assistant Controller, Treasurer and President. A draft of the 990 is provided to all governing board members prior to filing.
Form 990, Part VI, Section B, line 12c Officers and trustees disclose annually those affiliations which may give rise to a conflict of interest. The Secretary keeps conflict disclosures on file. Each grant application is checked against the full conflicts list. Trustees consider conflicts or potential conflicts before making grant determinations. Disclosure is made on the record. Officers consult the list of conflicts or potential conflicts when making vendor decisions.
Form 990, Part VI, Section B, line 15 The governing board determines compensation for all officers (including the President and Treasurer/Secretary) and all staff. In setting compensation, trustees consult two independent compensation studies showing compensation data at comparable organizations. Individual compensation amounts are evaluated and determined annually as part of the budgeting process conducted at the board's November meeting; 2020 compensation was determined during the November 2019 board meeting.
Form 990, Part VI, Section C, line 19 The organization's governing documents and audited financial statements are available on the organization's website. The conflict of interest policy is kept by the organization's Secretary and is made available upon request.
Form 990, Part XI, line 9: Pass-through income from Schedules K-1 -2,416,905.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
Lettie Pate Whitehead Foundation Inc
 
Employer identification number

58-6012629
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Auburn University Foundation
107 Samford Hall

Auburn,AL36849
63-6022422 		Higher Education AL 501(C)(3) 7 N/A
 
No
(2)Auburn University Foundation- Montgomery
107 Samford Hall

Auburn,AL36849
63-6022422 		Higher Education AL 501(C)(3) 7 N/A
 
No
(3)Birmingham-Southern College
900 Arkadelphia Road

Birmingham,AL35254
63-0288811 		Higher Education AL 501(C)(3) 2 N/A
 
No
(4)University of Alabama
University of Alabama

Tuscaloosa,AL35487
63-6001138 		Higher Education AL 501(C)(3) 2 N/A
 
No
(5)Huntingdon College
1500 East Fairview Avenue

Montgomery,AL36106
63-0288841 		Higher Education AL 501(C)(3) 2 N/A
 
No
(6)Judson College
302 Bibb Street

Marion,AL36756
63-0288850 		Higher Education AL 501(C)(3) 2 N/A
 
No
(7)Oakwood University
7000 Adventist Boulevard NW

Huntsville,AL35896
63-0366652 		Higher Education AL 501(C)(3) 2 N/A
 
No
(8)Samford University
800 Lakeshore Drive

Birmingham,AL35229
63-0312914 		Higher Education AL 501(C)(3) 2 N/A
 
No
(9)South Alabama University of
USA Springhill

Mobile,AL36688
63-0477348 		Higher Education AL 501(C)(3) 2 N/A
 
No
(10)Spring Hill College
4000 Dauphin Street

Mobile,AL36608
63-0302179 		Higher Education AL 501(C)(3) 2 N/A
 
No
(11)Stillman College
P O Box 1430

Tuscaloosa,AL35403
63-0315935 		Higher Education AL 501(C)(3) 2 N/A
 
No
(12)Talladega College
627 West Battle Street

Talladega,AL35160
63-0288870 		Higher Education AL 501(C)(3) 2 N/A
 
No
(13)Tuskegee University
Kresge Building

Tuskegee,AL36088
63-0288878 		Higher Education AL 501(C)(3) 2 N/A
 
No
(14)University of Alabama at Birmingham
1530 3rd Avenue South

Birmingham,AL35294
63-1222349 		Higher Education AL 501(C)(3) 2 N/A
 
No
(15)University of Mobile
5735 College Parkway

Mobile,AL36613
63-0417508 		Higher Education AL 501(C)(3) 2 N/A
 
No
(16)Barry University
11300 Northeast Second Avenue

Miami Shores,FL33161
59-0624364 		Higher Education FL 501(C)(3) 2 N/A
 
No
(17)Bethune-Cookman University
640 Dr Mary McLeod Bethune Boulevar

Daytona Beach,FL32114
59-0704726 		Higher Education FL 501(C)(3) 2 N/A
 
No
(18)Eckerd College
4200 54th Avenue South

St Petersburg,FL33711
59-0859121 		Higher Education FL 501(C)(3) 2 N/A
 
No
(19)Florida Institute of Technology
150 West University Boulevard

Melbourne,FL32901
59-6046500 		Higher Education FL 501(C)(3) 2 N/A
 
No
(20)Florida International University Foundation Inc
11200 SW 8th Street HLS 485

Miami,FL33199
23-7047106 		Higher Education FL 501(C)(3) 5 N/A
 
No
(21)Florida Southern College
111 Lake Hollingsworth Drive

Lakeland,FL33801
59-0624401 		Higher Education FL 501(C)(3) 2 N/A
 
No
(22)Florida State University Foundation
102 Vivian M Duxbury Hall

Tallahassee,FL32306
59-6152180 		Higher Education FL 501(C)(3) 5 N/A
 
No
(23)Rollins College
1000 Holt Avenue

Winter Park,FL32789
59-0624440 		Higher Education FL 501(C)(3) 2 N/A
 
No
(24)University of Central Florida Foundation Inc
12424 Research Pkwy

Orlando,FL32826
59-6211832 		Higher Education FL 501(C)(3) 5 N/A
 
No
(25)University of South Florida Foundation Inc
4202 East Fowler Ave ADM 241

Tampa,FL33620
59-0879015 		Higher Education FL 501(c)(3) 7 N/A
 
No
(26)Stetson University
421 N Woodland Blvd Unit 8258

Deland,FL32723
59-0624416 		Higher Education FL 501(C)(3) 2 N/A
 
No
(27)University of Miami
P O Box 248006

Coral Gables,FL33124
59-0624458 		Higher Education FL 501(C)(3) 2 N/A
 
No
(28)A G Rhodes Home Inc
350 Boulevard

Atlanta,GA30312
58-0586001 		Elderly Care GA 501(C)(3) 10 N/A
 
No
(29)Agnes Scott College
141 East College Avenue

Decatur,GA30030
58-0566116 		Higher Education GA 501(C)(3) 2 N/A
 
No
(30)Andrew College
413 College Street

Cuthbert,GA39840
58-0568687 		Higher Education GA 501(C)(3) 2 N/A
 
No
(31)Berry College
39 Mount Berry Station

Rome,GA30149
58-0566133 		Higher Education GA 501(C)(3) 2 N/A
 
No
(32)Brenau University
500 Washington Street SE

Gainesville,GA30501
58-0566143 		Higher Education GA 501(C)(3) 2 N/A
 
No
(33)Brewton-Parker College
Highway 280

Mount Vernon,GA30445
58-0619030 		Higher Education GA 501(C)(3) 2 N/A
 
No
(34)Clark Atlanta University
223 James P Brawley Drive

Atlanta,GA30314
58-1825259 		Higher Education GA 501(C)(3) 2 N/A
 
No
(35)Clayton State University Foundation
2000 Clayton State Boulevard

Morrow,GA30260
23-7419285 		Higher Education GA 501(C)(3) 5 N/A
 
No
(36)Covenant College
14049 Scenic Highway

Lookout Mountain,GA30750
43-0719506 		Higher Education GA 501(C)(3) 2 N/A
 
No
(37)Emory University
Emory University

Atlanta,GA30322
58-0566256 		Higher Education GA 501(C)(3) 2 N/A
 
No
(38)Georgia College & State University Foundation Inc
Campus Box 20

Milledgeville,GA31061
58-6043972 		Higher Education GA 501(C)(3) 10 N/A
 
No
(39)Georgia Gwinnett College Foundation Inc
1000 University Center Lane

Lawrenceville,GA30043
20-5107997 		Higher Education GA 501(C)(3) 5 N/A
 
No
(40)Georgia Health Sciences Foundation Inc
1120 15th Street

Augusta,GA30912
35-2310573 		Higher Education GA 501(C)(3) 5 N/A
 
No
(41)Georgia Southern University Foundation Inc
Landrum Box 8053

Statesboro,GA30460
58-6034031 		Higher Education GA 501(C)(3) 5 N/A
 
No
(42)Georgia State University Foundation Inc
PO Box 3965

Atlanta,GA30302
58-6033185 		Higher Education GA 501(C)(3) 7 N/A
 
No
(43)Kennesaw State University Foundation
1000 Chastain Road

Kennesaw,GA30144
23-7034345 		Higher Education GA 501(C)(3) 5 N/A
 
No
(44)LaGrange College
601 Broad Street

LaGrange,GA30240
58-0566199 		Higher Education GA 501(C)(3) 2 N/A
 
No
(45)Mercer University
1400 Coleman Avenue

Macon,GA31207
58-0566167 		Higher Education GA 501(C)(3) 2 N/A
 
No
(46)University of North Georgia Foundation
College Circle

Dahlonega,GA30597
23-7066297 		Higher Education GA 501(C)(3) 5 N/A
 
No
(47)Oglethorpe University
4484 Peachtree Road NE

Atlanta,GA30319
58-0568698 		Higher Education GA 501(C)(3) 2 N/A
 
No
(48)Servants of Relief for Incurable Cancer
760 Pollard Boulevard SW

Atlanta,GA30315
58-0566234 		Elderly Care GA 501(C)(3) 1 N/A
 
No
(49)Piedmont College
P O Box 10

Demorest,GA30535
58-0566212 		Higher Education GA 501(C)(3) 2 N/A
 
No
(50)Presbyterian Village Austell Inc
P O Box 926

Quitman,GA31643
58-1649443 		Elderly Care GA 501(C)(3) 10 N/A
 
No
(51)Reinhardt University
7300 Reinhardt College Circle

Waleska,GA30183
58-0603153 		Higher Education GA 501(C)(3) 2 N/A
 
No
(52)Shorter University
315 Shorter Avenue

Rome,GA30165
58-2624570 		Higher Education GA 501(C)(3) 2 N/A
 
No
(53)Spelman College
350 Spelman Lane SW

Atlanta,GA30314
58-0566243 		Higher Education GA 501(C)(3) 2 N/A
 
No
(54)Emory University - Budd Terrace
Emory University

Atlanta,GA30322
58-0566256 		Elderly Care GA 501(C)(3) 2 N/A
 
No
(55)Thomas University
1501 Millpond Road

Thomasville,GA31792
58-0644897 		Higher Education GA 501(C)(3) 2 N/A
 
No
(56)Truett-McConnell University
100 Alumni Drive

Cleveland,GA30528
58-0531392 		Higher Education GA 501(C)(3) 2 N/A
 
No
(57)University of Georgia Foundation
394 South Milledge Avenue Suite 100

Athens,GA30602
58-6033837 		Higher Education GA 501(C)(3) 5 N/A
 
No
(58)Valdosta State University Foundation Inc
1300 N Patterson Street

Valdosta,GA31698
58-1582136 		Higher Education GA 501(C)(3) 5 N/A
 
No
(59)Visiting Nurse Health System
6610 Bay Circle Suite C

Norcross,GA30071
58-0566250 		Elderly Care GA 501(C)(3) 7 N/A
 
No
(60)Wesleyan College
4760 Forsyth Road

Macon,GA31297
58-0593438 		Higher Education GA 501(C)(3) 2 N/A
 
No
(61)University of West Georgia Foundation Inc
Sanford Hall

Carrollton,GA30118
58-6056464 		Higher Education GA 501(C)(3) 5 N/A
 
No
(62)Young Harris College
P O Box 98

Young Harris,GA30582
58-0593414 		Higher Education GA 501(C)(3) 2 N/A
 
No
(63)Centenary College of Louisiana
2911 Centenary Boulevard

Shreveport,LA71134
72-0408915 		Higher Education LA 501(C)(3) 2 N/A
 
No
(64)Dillard University
2601 Gentilly Boulevard

New Orleans,LA70112
72-0408929 		Higher Education LA 501(C)(3) 2 N/A
 
No
(65)Louisiana College
P O Box 583 College Station

Pineville,LA71359
72-0467515 		Higher Education LA 501(C)(3) 2 N/A
 
No
(66)Louisiana State University at Alexandria
8100 Hwy 71 South

Alexandria,LA71302
72-6000848 		Higher Education LA 501(C)(3) 2 N/A
 
No
(67)Louisiana State University at Eunice
P O Box 1129

Eunice,LA70535
72-6000848 		Higher Education LA 501(C)(3) 2 N/A
 
No
(68)Louisiana Tech University
P O Box 3168

Ruston,LA71272
72-6000792 		Higher Education LA 501(C)(3) 2 N/A
 
No
(69)Louisiana University of at Lafayette Foundation
P O Box 41008

Lafayette,LA70504
72-6023836 		Higher Education LA 501(C)(3) 7 N/A
 
No
(70)Louisiana University of at Monroe Foundation
700 University Avenue

Monroe,LA71209
72-6028527 		Higher Education LA 501(C)(3) 5 N/A
 
No
(71)Loyola University New Orleans
6363 St Charles Avenue

New Orleans,LA70118
72-0408946 		Higher Education LA 501(C)(3) 2 N/A
 
No
(72)Franciscan Missionaries of Our Lady University
7434 Perkins Road

Baton Rouge,LA70808
72-1173156 		Higher Education LA 501(C)(3) 2 N/A
 
No
(73)Southeastern Louisiana University Foundation
SLU Box 10784

Hammond,LA70402
72-6028821 		Higher Education LA 501(C)(3) 5 N/A
 
No
(74)Tulane University
6823 St Charles Avenue

New Orleans,LA70118
72-0423889 		Higher Education LA 501(C)(3) 2 N/A
 
No
(75)Xavier University of Louisiana
1 Drexel Drive

New Orleans,LA70125
72-0635884 		Higher Education LA 501(C)(3) 2 N/A
 
No
(76)Belhaven University
1500 Peachtree Street

Jackson,MS39202
64-0303069 		Higher Education MS 501(C)(3) 2 N/A
 
No
(77)Millsaps College
1701 North State Street

Jackson,MS39210
64-0303084 		Higher Education MS 501(C)(3) 2 N/A
 
No
(78)Mississippi College
Box 4001 110 Nelson Hall

Clinton,MS39058
64-0303086 		Higher Education MS 501(C)(3) 2 N/A
 
No
(79)Mississippi University for Women Foundation
1100 College Street

Columbus,MS39701
23-7050717 		Higher Education MS 501(C)(3) 5 N/A
 
No
(80)Rust College
150 East Rust Avenue

Holly Springs,MS38635
64-0303805 		Higher Education MS 501(C)(3) 2 N/A
 
No
(81)The University of Southern Mississippi Foundation
Box 5001

Hattiesburg,MS39406
64-6022505 		Higher Education MS 501(C)(3) 5 N/A
 
No
(82)Tougaloo College
500 West County Line Road

Tougaloo,MS39174
64-0303093 		Higher Education MS 501(C)(3) 2 N/A
 
No
(83)University of Mississippi Medical Center
2500 North State Street

Jackson,MS39216
64-6008520 		Higher Education MS 501(C)(3) 2 N/A
 
No
(84)Arbor Acres United Methodist Retirement Community
1240 Arbor Road

WinstonSalem,NC27104
56-1152263 		Elderly Care NC 501(C)(3) 7 N/A
 
No
(85)Baptist Retirement Homes of North Carolina Inc
1199 Hayes Forest Drive

WinstonSalem,NC27106
56-0562308 		Elderly Care NC 501(C)(3) 10 N/A
 
No
(86)Barton College
Box 5000

Wilson,NC27893
56-0529933 		Higher Education NC 501(C)(3) 2 N/A
 
No
(87)Belmont Abbey College
100 Belmont-Mt Holly Road

Belmont,NC28012
56-0547498 		Higher Education NC 501(C)(3) 2 N/A
 
No
(88)Brevard College
Brevard College Drive

Brevard,NC28712
56-0532297 		Higher Education NC 501(C)(3) 2 N/A
 
No
(89)Cabarrus College of Health Sciences
401 Medical Park Dr

Concord,NC28025
56-0529945 		Higher Education NC 501(C)(3) 2 N/A
 
No
(90)Campbell University
PO Box 127

Buies Creek,NC27506
56-0529940 		Higher Education NC 501(C)(3) 2 N/A
 
No
(91)Catawba College
2300 West Innes Street

Salisbury,NC28144
56-0530251 		Higher Education NC 501(C)(3) 2 N/A
 
No
(92)Chowan University
One University Place

Murfreesboro,NC27855
56-0554199 		Higher Education NC 501(C)(3) 2 N/A
 
No
(93)Davidson College
P O Box 7145

Davidson,NC28035
56-0529961 		Higher Education NC 501(C)(3) 2 N/A
 
No
(94)Duke University
P O Box 3701

Durham,NC27710
56-0532129 		Higher Education NC 501(C)(3) 2 N/A
 
No
(95)East Carolina University Medical and Health Sciences Foundation
2200 Charles Boulevard Suite 1100

Greenville,NC27858
23-7138921 		Higher Education NC 501(C)(3) 7 N/A
 
No
(96)Elon University
Campus Box 2600

Elon,NC27244
56-0532303 		Higher Education NC 501(C)(3) 2 N/A
 
No
(97)Forsyth Technical Community College Foundation
2100 Silas Creek Parkway

WinstonSalem,NC27103
56-1070364 		Higher Education NC 501(C)(3) 5 N/A
 
No
(98)Gardner-Webb University
PO Box 897

Boiling Springs,NC28017
56-0529972 		Higher Education NC 501(C)(3) 2 N/A
 
No
(99)Greensboro College
815 West Market Street

Greensboro,NC27401
56-0532144 		Higher Education NC 501(C)(3) 2 N/A
 
No
(100)Guilford College
5800 W Friendly Avenue

Greensboro,NC27410
56-0529982 		Higher Education NC 501(C)(3) 2 N/A
 
No
(101)Hospice & Palliative Care Center
101 Hospice Lane

WinstonSalem,NC27103
58-1343313 		Elderly Care NC 501(C)(3) 7 N/A
 
No
(102)Lees-McRae College
P O Box 128

Banner Elk,NC28604
56-0529953 		Higher Education NC 501(C)(3) 2 N/A
 
No
(103)Lenoir-Rhyne University
Box 7163

Hickory,NC28603
56-0556753 		Higher Education NC 501(C)(3) 2 N/A
 
No
(104)Louisburg College
501 North Main Street

Louisburg,NC27549
56-0547511 		Higher Education NC 501(C)(3) 2 N/A
 
No
(105)Mars Hill University
PO Box 370

Mars Hill,NC28754
56-0554207 		Higher Education NC 501(C)(3) 2 N/A
 
No
(106)Meredith College
3800 Hillsborough Street

Raleigh,NC27607
56-0530242 		Higher Education NC 501(C)(3) 2 N/A
 
No
(107)Montreat College
PO Box 1267

Montreat,NC28757
56-0543261 		Higher Education NC 501(C)(3) 2 N/A
 
No
(108)Moravian Home Inc
1000 Salemtowne Drive

WinstonSalem,NC27106
56-0963926 		Elderly Care NC 501(C)(3) 7 N/A
 
No
(109)Wake Forest University Health Sciences
Medical Center Boulevard

WinstonSalem,NC27157
22-3849199 		Higher Education NC 501(C)(3) 2 N/A
 
No
(110)North Carolina Wesleyan College
3400 N Wesleyan Boulevard

Rocky Mount,NC27804
56-0686603 		Higher Education NC 501(C)(3) 2 N/A
 
No
(111)Penick Village Inc
P O Box 2001

Southern Pines,NC28388
56-0729010 		Elderly Care NC 501(C)(3) 10 N/A
 
No
(112)Pfeiffer University
P O Box 960

Misenheimer,NC28109
56-0529990 		Higher Education NC 501(C)(3) 2 N/A
 
No
(113)Queens University of Charlotte
1900 Selwyn Avenue

Charlotte,NC28274
56-0530003 		Higher Education NC 501(C)(3) 2 N/A
 
No
(114)Salem Academy
500 Salem Ave Box 10578

WinstonSalem,NC27108
56-0530005 		Primary and Secondary Education NC 501(C)(3) 2 N/A
 
No
(115)Salem College
601 S Church Street

WinstonSalem,NC27108
56-0530005 		Higher Education NC 501(C)(3) 2 N/A
 
No
(116)Senior Services Inc
2895 Shorefair Drive

WinstonSalem,NC27105
56-1085968 		Elderly Care NC 501(C)(3) 7 N/A
 
No
(117)St Andrews University
1700 Dogwood Mile

Laurinburg,NC28352
56-0530240 		Higher Education NC 501(C)(3) 2 N/A
 
No
(118)St Augustine's University
1315 Oakwood Avenue

Raleigh,NC27610
56-0547478 		Higher Education NC 501(C)(3) 2 N/A
 
No
(119)St Mary's School
900 Hillsborough Street

Raleigh,NC27603
56-0532314 		Primary and Secondary Education NC 501(C)(3) 2 N/A
 
No
(120)University of Mount Olive Inc
634 Henderson Street

Mount Olive,NC28365
56-0623936 		Higher Education NC 501(c)(3) 2 N/A
 
No
(121)The University of North Carolina
310 Pettigrew Hall CB 2300

Chapel Hill,NC27514
56-6001393 		Higher Education NC 501(C)(3) 2 N/A
 
No
(122)Foundation of the University of North Carolina at Charlotte
9201 University City Blvd

Charlotte,NC28223
56-6059417 		Higher Education NC 501(C)(3) 5 N/A
 
No
(123)The University of North Carolina-Greensboro
303 Mossman Building

Greensboro,NC27412
56-6001468 		Higher Education NC 501(C)(3) 2 N/A
 
No
(124)University of North Carolina School of the Arts Foundation Inc
1533 S Main Street

WinstonSalem,NC27117
56-6064850 		Higher Education NC 501(C)(3) 5 N/A
 
No
(125)Warren Wilson College
701 Warren Wilson Road

Asheville,NC28815
56-0767736 		Higher Education NC 501(C)(3) 2 N/A
 
No
(126)Wingate University
Campus Box 3055

Wingate,NC28174
56-6049935 		Higher Education NC 501(C)(3) 2 N/A
 
No
(127)Winston-Salem State University
601 Martin Luther King Jr Drive Box

WinstonSalem,NC27110
56-6001466 		Higher Education NC 501(C)(3) 2 N/A
 
No
(128)Anderson University
316 Boulevard

Anderson,SC29621
57-0324906 		Higher Education SC 501(C)(3) 2 N/A
 
No
(129)Charleston Southern University
9200 University Boulevard

Charleston,SC29423
57-0474291 		Higher Education SC 501(C)(3) 2 N/A
 
No
(130)Claflin University
400 Magnolia Street

Orangeburg,SC29115
57-0314374 		Higher Education SC 501(C)(3) 2 N/A
 
No
(131)Clemson University Foundation
201 Sikes Hall

Clemson,SC29634
57-0426335 		Higher Education SC 501(C)(3) 5 N/A
 
No
(132)Coker College
300 East College Avenue

Hartsville,SC29550
57-0324916 		Higher Education SC 501(C)(3) 2 N/A
 
No
(133)College of Charleston Foundation
66 George Street

Charleston,SC29424
23-7069236 		Higher Education SC 501(C)(3) 5 N/A
 
No
(134)Columbia College
1301 Columbia College Drive

Columbia,SC29203
57-0324915 		Higher Education SC 501(C)(3) 2 N/A
 
No
(135)Converse College
580 East Main Street

Spartanburg,SC29302
57-0314380 		Higher Education SC 501(C)(3) 2 N/A
 
No
(136)Erskine College
P O Box 308

Due West,SC29639
57-0314390 		Higher Education SC 501(C)(3) 2 N/A
 
No
(137)Furman University
3300 Poinsett Highway

Greenville,SC29613
57-0314395 		Higher Education SC 501(C)(3) 2 N/A
 
No
(138)Medical University of South Carolina
179 Ashley Avenue

Charleston,SC29425
57-6007222 		Higher Education SC 501(C)(3) 6 N/A
 
No
(139)Presbyterian College
503 S Broad Street

Clinton,SC29325
57-0314408 		Higher Education SC 501(C)(3) 2 N/A
 
No
(140)Spartanburg Methodist College
1100 Powell Mill Road

Spartanburg,SC29301
57-0314415 		Higher Education SC 501(C)(3) 2 N/A
 
No
(141)University of South Carolina Educational Foundation
1714 College Street

Columbia,SC29208
57-6017985 		Higher Education SC 501(C)(3) 5 N/A
 
No
(142)Wofford College
429 N Church Street

Spartanburg,SC29303
57-0314422 		Higher Education SC 501(C)(3) 2 N/A
 
No
(143)Baptist Memorial College of Health Sciences
350 North Humphreys Boulevard

Memphis,TN38120
62-1599670 		Higher Education TN 501(C)(3) 2 N/A
 
No
(144)Belmont University
1900 Belmont Boulevard

Nashville,TN37212
64-0465076 		Higher Education TN 501(C)(3) 2 N/A
 
No
(145)Carson-Newman University
Carson-Newman College

Jefferson City,TN37760
62-0479189 		Higher Education TN 501(C)(3) 2 N/A
 
No
(146)Christian Brothers University
650 East Parkway South

Memphis,TN38104
62-0476666 		Higher Education TN 501(C)(3) 2 N/A
 
No
(147)Cumberland University
One Cumberland Square

Lebanon,TN37087
62-0599339 		Higher Education TN 501(C)(3) 2 N/A
 
No
(148)Fisk University
1000 Seventeenth Avenue N

Nashville,TN37208
62-0202000 		Higher Education TN 501(C)(3) 2 N/A
 
No
(149)King University
1350 King College Road

Bristol,TN37620
58-1363100 		Higher Education TN 501(C)(3) 2 N/A
 
No
(150)Lee University
1120 North Ocoee Street

Cleveland,TN37320
62-0502739 		Higher Education TN 501(C)(3) 2 N/A
 
No
(151)Martin Methodist College
433 West Madison Street

Pulaski,TN38478
62-0483210 		Higher Education TN 501(C)(3) 2 N/A
 
No
(152)Maryville College
502 E Lamar Alexander Parkway

Maryville,TN37804
62-0475691 		Higher Education TN 501(C)(3) 2 N/A
 
No
(153)University of Memphis Foundation
341 Administration Building

Memphis,TN38152
62-6048540 		Higher Education TN 501(C)(3) 5 N/A
 
No
(154)Rhodes College
2000 North Parkway

Memphis,TN38112
62-0476301 		Higher Education TN 501(C)(3) 2 N/A
 
No
(155)Tennessee State University Foundation
1005 Dr D B Todd Jr Boulevard

Nashville,TN37208
23-7105693 		Higher Education TN 501(c)(3) 2 N/A
 
No
(156)The University of the South
735 University Avenue

Sewanee,TN37383
62-0475697 		Higher Education TN 501(C)(3) 2 N/A
 
No
(157)Tusculum University
Tusculum University

Greeneville,TN37743
62-0484185 		Higher Education TN 501(C)(3) 2 N/A
 
No
(158)Union University
1050 Union University Drive

Jackson,TN38305
62-0516509 		Higher Education TN 501(C)(3) 2 N/A
 
No
(159)Vanderbilt University
Kirkland Hall Suite 211

Nashville,TN37240
62-0476822 		Higher Education TN 501(C)(3) 2 N/A
 
No
(160)Averett University
420 West Main Street

Danville,VA24541
54-0129860 		Higher Education VA 501(C)(3) 2 N/A
 
No
(161)Bluefield College
3000 College Drive

Bluefield,VA24605
54-0568200 		Higher Education VA 501(C)(3) 2 N/A
 
No
(162)Bon Secours Richmond Healthcare Foundation
8580 Magellan Parkway

Richmond,VA23227
54-1201346 		Higher Education VA 501(C)(3) 7 N/A
 
No
(163)Bridgewater College
402 E College Street

Bridgewater,VA22812
54-0506306 		Higher Education VA 501(C)(3) 2 N/A
 
No
(164)Christchurch School Foundation
Christchurch School

Christchurch,VA23031
51-0236362 		Primary and Secondary Education VA 501(C)(3) 7 N/A
 
No
(165)Christopher Newport University Educational Foundation Inc
One University Place

Newport News,VA23606
54-1156248 		Higher Education VA 501(C)(3) 7 N/A
 
No
(166)The College of William and Mary Foundation
College of William and Mary

Williamsburg,VA23187
54-0734117 		Higher Education VA 501(C)(3) 5 N/A
 
No
(167)Collegiate School
103 N Mooreland Road

Richmond,VA23229
54-0528203 		Primary and Secondary Education VA 501(C)(3) 2 N/A
 
No
(168)Eastern Mennonite University
Eastern Mennonite University

Harrisonburg,VA22801
54-0575812 		Higher Education VA 501(C)(3) 2 N/A
 
No
(169)Emory & Henry College
P O Box 947

Emory,VA24327
54-0505892 		Higher Education VA 501(C)(3) 2 N/A
 
No
(170)Episcopal High School
1200 North Quaker Lane

Alexandria,VA22302
54-0506326 		Primary and Secondary Education VA 501(C)(3) 2 N/A
 
No
(171)Ferrum College
PO Box 1000

Ferrum,VA24088
54-0506457 		Higher Education VA 501(C)(3) 2 N/A
 
No
(172)George Mason University Foundation
4400 University Drive

Fairfax,VA22030
54-1603842 		Higher Education VA 501(C)(3) 5 N/A
 
No
(173)Goodwin House Inc
4800 Fillmore Avenue

Alexandria,VA22311
54-0623670 		Elderly Care VA 501(C)(3) 10 N/A
 
No
(174)Hampton Roads Academy
739 Academy Lane

Newport News,VA23602
54-0659912 		Primary and Secondary Education VA 501(C)(3) 2 N/A
 
No
(175)Hampton University
Hampton University

Hampton,VA23668
54-0505990 		Higher Education VA 501(C)(3) 2 N/A
 
No
(176)Hollins University
P O Box 9625

Roanoke,VA24020
54-0506314 		Higher Education VA 501(C)(3) 2 N/A
 
No
(177)J Sargeant Reynolds Community College Educational Foundation
P O Box 26924

Richmond,VA23261
54-1130296 		Higher Education VA 501(C)(3) 5 N/A
 
No
(178)James Madison University Foundation
James Madison University

Harrisonburg,VA22807
23-7156305 		Higher Education VA 501(C)(3) 7 N/A
 
No
(179)Longwood University Foundation
201 High Street

Farmville,VA23909
54-6047289 		Higher Education VA 501(C)(3) 7 N/A
 
No
(180)University of Lynchburg
Hall Campus Center

Lynchburg,VA24501
54-0505922 		Higher Education VA 501(C)(3) 2 N/A
 
No
(181)The Madiera School
8328 Georgetown Pike

McLean,VA22102
54-0505925 		Higher Education VA 501(C)(3) 2 N/A
 
No
(182)Mary Baldwin University
Mary Baldwin College

Staunton,VA24401
54-0506319 		Higher Education VA 501(C)(3) 2 N/A
 
No
(183)Marymount University
2807 North Glebe Road

Arlington,VA22207
54-0573801 		Higher Education VA 501(C)(3) 2 N/A
 
No
(184)Medical College of Virginia Foundation
Box 980234

Richmond,VA23298
54-6053660 		Higher Education VA 501(C)(3) 5 N/A
 
No
(185)New Community School
4211 Hermitage Road

Richmond,VA23227
54-0973221 		Primary and Secondary Education VA 501(C)(3) 2 N/A
 
No
(186)Oak Hill Academy
2635 Oak Hill Road

Mouth of Wilson,VA24363
54-0563004 		Primary and Secondary Education VA 501(C)(3) 1 N/A
 
No
(187)Old Dominion University Educational Foundation
4601 Hampton Boulevard

Norfolk,VA23529
54-6052014 		Higher Education VA 501(C)(3) 5 N/A
 
No
(188)Radford University Foundation Inc
Box 6890 Preston Hall

Radford,VA24142
23-7219782 		Higher Education VA 501(C)(3) 5 N/A
 
No
(189)Randolph College
2500 Rivermont Avenue

Lynchburg,VA24503
54-0505941 		Higher Education VA 501(C)(3) 2 N/A
 
No
(190)Randolph-Macon College
P O Box 5005

Ashland,VA23005
54-0505940 		Higher Education VA 501(C)(3) 2 N/A
 
No
(191)Rappahannock Westminster-Canterbury Foundation
132 Lancaster Drive

Irvington,VA22480
52-1435132 		Elderly Care VA 501(C)(3) 7 N/A
 
No
(192)Richmond Ballet School of
407 E Canal Street

Richmond,VA23219
54-6049848 		Arts Education VA 501(C)(3) 10 N/A
 
No
(193)Riverside College of Health Careers
316 Main Street

Newport News,VA23601
52-1245746 		Higher Education VA 501(C)(3) 3 N/A
 
No
(194)Roanoke College
221 College Lane

Salem,VA24153
54-0505945 		Higher Education VA 501(C)(3) 2 N/A
 
No
(195)Sentara College of Health Sciences
Crossways 1 Suite 105

Chesapeake,VA23320
54-1547408 		Higher Education VA 501(C)(3) 3 N/A
 
No
(196)Shenandoah University
1460 University Drive

Winchester,VA22601
54-0525605 		Higher Education VA 501(C)(3) 2 N/A
 
No
(197)Southside Health Education Foundation
P O Box 867

Colonial Heights,VA23834
83-0458666 		Higher Education VA 501(C)(3) 7 N/A
 
No
(198)St Catherine's School Foundation
6001 Grove Avenue

Richmond,VA23226
54-6036896 		Primary and Secondary Education VA 501(C)(3) 7 N/A
 
No
(199)St Margaret's School Foundation
P O Box 158

Tappahannock,VA22560
51-0206215 		Primary and Secondary Education VA 501(C)(3) 7 N/A
 
No
(200)St Stephen's and St Agnes School Foundation
400 Fontaine Street

Alexandria,VA22302
54-6054009 		Primary and Secondary Education VA 501(c)(3) 7 N/A
 
No
(201)Stuart Hall School Foundation
Box 210

Staunton,VA24402
84-1648803 		Primary and Secondary Education VA 501(C)(3) 7 N/A
 
No
(202)Sweet Briar College
PO Box 1057

Sweet Briar,VA24595
54-0534105 		Higher Education VA 501(C)(3) 2 N/A
 
No
(203)Virginia Repertory Theatre
114 W Broad Street

Richmond,VA23220
51-0159357 		Arts Education VA 501(C)(3) 10 N/A
 
No
(204)University of Mary Washington Foundation Inc
1301 College Avenue

Fredericksburg,VA22401
54-0169627 		Higher Education VA 501(C)(3) 5 N/A
 
No
(205)University of Richmond
Maryland Hall 203

Richmond,VA23173
54-0505965 		Higher Education VA 501(C)(3) 2 N/A
 
No
(206)University of Virginia Alumni Association
400 Ray C Hunt Drive Suite 100

Charlottesville,VA22904
54-0485595 		Higher Education VA 501(C)(3) 5 N/A
 
No
(207)University of Virginia Medical School Foundation
Box 800776

Charlottesville,VA22908
23-7173411 		Higher Education VA 501(C)(3) 5 N/A
 
No
(208)University of Virginia's College at Wise Foundation
1 College Avenue

Wise,VA24293
54-1638774 		Higher Education VA 501(C)(3) 7 N/A
 
No
(209)Virginia Episcopal School
400 Virginia Episcopal School Road

Lynchburg,VA24503
54-0506431 		Primary and Secondary Education VA 501(C)(3) 2 N/A
 
No
(210)Virginia Union University
1500 North Lombardy Street

Richmond,VA23220
54-0524516 		Higher Education VA 501(C)(3) 2 N/A
 
No
(211)Virginia Wesleyan University
1584 Wesleyan Drive

Norfolk,VA23502
54-6039600 		Higher Education VA 501(C)(3) 2 N/A
 
No
(212)Washington and Lee University
Washington and Lee University

Lexington,VA24450
54-0505977 		Higher Education VA 501(C)(3) 2 N/A
 
No
(213)Westminster-Canterbury Foundation
1600 Westbrook Avenue

Richmond,VA23227
52-1189655 		Elderly Care VA 501(C)(3) 7 N/A
 
No
(214)Westminster-Canterbury on Chesapeake Bay
3100 Shore Drive

Virginia Beach,VA23451
54-1071734 		Elderly Care VA 501(C)(3) 7 N/A
 
No
(215)Westminster-Canterbury of the Blue Ridge
250 Pantops Mountain Road

Charlottesville,VA22911
52-1447069 		Elderly Care VA 501(C)(3) 10 N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


Software ID:  
Software Version: