Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HEALTHCARE GEORGIA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)191 PEACHTREE STREET NE NO 2650
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30303
A Employer identification number

58-2418091
B Telephone number (see instructions)

(404) 653-0990
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$132,378,999
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,222,298 2,663,919  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,635,144
b Gross sales price for all assets on line 6a 2,635,144
7 Capital gain net income (from Part IV, line 2)... 2,625,123
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,857,442 5,289,042  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 506,892 86,172   428,155
14 Other employee salaries and wages...... 683,019 68,302   598,559
15 Pension plans, employee benefits....... 310,917 40,363   250,180
16a Legal fees (attach schedule)......... 10,238 1,024   9,214
b Accounting fees (attach schedule)....... 47,030 23,515   23,515
c Other professional fees (attach schedule).... 1,977,029 1,901,846   74,678
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 294,876 10,771   63,020
19 Depreciation (attach schedule) and depletion... 39,817 3,982  
20 Occupancy.............. 245,763 24,576   221,187
21 Travel, conferences, and meetings....... 22,616 1,922   19,254
22 Printing and publications.......... 89 9   80
23 Other expenses (attach schedule)....... 151,475 7,309   145,885
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,289,761 2,169,791   1,833,727
25 Contributions, gifts, grants paid....... 3,281,950 3,281,950
26 Total expenses and disbursements. Add lines 24 and 25 7,571,711 2,169,791   5,115,677
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,714,269
b Net investment income (if negative, enter -0-) 3,119,251
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 374,696 3,472,114 3,472,114
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 34,036 34,650 34,650
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 66,924,917 Click to see attachment76,274,527 76,274,527
c Investments—corporate bonds (attach schedule)....... 16,728,978 Click to see attachment14,964,226 14,964,226
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,544,755 Click to see attachment36,193,138 36,193,138
14 Land, buildings, and equipment: basis bullet532,294
Less: accumulated depreciation (attach schedule) bullet423,393 124,308 Click to see attachment108,901 108,901
15 Other assets (describe bullet) Click to see attachment2,262,884 Click to see attachment1,331,443 Click to see attachment1,331,443
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,994,574 132,378,999 132,378,999
Liabilities 17 Accounts payable and accrued expenses.......... 177,867 194,586
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment354,455 Click to see attachment547,126
23 Total liabilities (add lines 17 through 22)......... 532,322 741,712
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 121,462,252 131,637,287
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 121,462,252 131,637,287
30 Total liabilities and net assets/fund balances (see instructions). 121,994,574 132,378,999
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
121,462,252
2
Enter amount from Part I, line 27a .....................
2
-2,714,269
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,889,304
4
Add lines 1, 2, and 3 ..........................
4
131,637,287
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
131,637,287
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a INVESTMENT PORTFOLIO      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,635,144     2,625,123
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,625,123
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,625,123
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 43,358
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 43,358
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 43,358
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 64,226
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,226
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 45,868
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet45,868 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.HEALTHCAREGEORGIA.ORG
    14
    The books are in care ofbulletGARY D NELSON PHD PRESIDENT Telephone no.bullet (404) 653-0990

    Located atbullet191 PEACHTREE STREET NE NO 2650ATLANTAGA ZIP+4bullet30303
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALPHA BRYAN MD BOARD MEMBER - CHAIR
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    GLENNIE COX-BENCH BOARD MEMBER - TREASURER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    SEEMA CSUKAS MD PHD FAAP BOARD MEMBER - VICE CHAIR
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    DANIEL DAWES JD BOARD MEMBER - SECRETARY
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    ANITA BARKIN PHD MSN NP-C BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    KEISHA CALLINS MD MPH BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    NICOLA DAWKINS-LYN PHD MPH BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    KATE FINLEY CFP BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    MARK JOHNSON MD BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    DOUGLAS W PATTEN MD FACS BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    ELIZABETH REESE BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    THOMAS JAMES CAMPBELL SMYTH PHD BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    BETH STEPHENS JD BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    DAVID WILLIAMS MD BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    ROBERT WYNN CFA BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    GARY D NELSON PHD PRESIDENT
    50.00
    318,144 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    MICHAEL J SWEENEY III CHIEF FINANCIAL OFFICER
    40.00
    188,749 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    5 CHARITABLE SUPPORT PERSONNEL SUPPORT PERSONNEL
    40.00
    450,179 0 0
    191 PEACHTREE ST NE SUITE 2650
    ATLANTA,GA30303
    Total number of other employees paid over $50,000...................bullet 1
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    COLONIALCREWCIAL CONSULTING INVESTMENT MANAGEMENT 182,873
    750 THIRD AVENUE 20TH FLOOR
    NEW YORK,NY10017
    CEVIAN CAPITAL INVESTMENT MANAGEMENT 100,581
    2639 N DOWNDER AVENUE
    MILWAUKEE,WI53211
    BROWN CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 93,230
    PO BOX 1466
    DENVER,CO80201
    SANDERSON INTERNATIONAL INVESTMENT MANAGEMENT 80,719
    250 SOUTH WACKER DRIVE SUITE 220
    CHICAGO,IL60606
    JUNIPER CAPITAL INVESTMENT MANAGEMENT 80,000
    2727 ALLEN PARKWAY STE 1850
    HOUSTON,TX77019
    Total number of others receiving over $50,000 for professional services.............bullet6
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    113,585,105
    b
    Average of monthly cash balances.......................
    1b
    2,774,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,303
    d
    Total (add lines 1a, b, and c).........................
    1d
    116,372,348
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    116,372,348
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,745,585
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    114,626,763
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,731,338
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,731,338
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    43,358
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    43,358
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,687,980
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,687,980
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,687,980
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,115,677
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    19,387
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,135,064
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,135,064
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 5,687,980
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 4,887,967
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,135,064
    a Applied to 2019, but not more than line 2a 4,887,967
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 247,097
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    5,440,883
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GRANTS MANAGER
    191 PEACHTREE STREET STE 2650
    ATLANTA,GA30303
    (404) 653-0990
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WESITE: HTTP://WWW.HEALTHCAREGEORGIA.ORG/GRANTMAKING/GRANTEE-FORMS.CFM
    cAny submission deadlines:
    SEE WESITE: HTTP://WWW.HEALTHCAREGEORGIA.ORG/
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WESITE: HTTP://WWW.HEALTHCAREGEORGIA.ORG/GRANTMAKING/GRANTMAKING-GUIDELINES.CFM
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACT ALBANY COMMUNITY TOGETHER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE DIRECT FINANCIAL ASSISTANCE TO SUPPORT SMALL BUSINESS RECOVERY IN SOUTHWEST GEORGIA 15,000
    ACTION PACT INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE HOUSING ASSISTANCE TO LOW-INCOME FAMILIES. 15,000
    ALBANY AREA COMMUNITY SERVICE BOARD
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE ADULT MENTAL HEALTH, ADDICTIVE DISEASE, DEVELOPMENTAL DISABILITY, RESIDENTIAL AND PEER SUPPORT SERVICES. 15,000
    ALBANY AREA PRIMARY HEALTH CARE INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO ASSIST PATIENTS IN AT-HOME MONITORING AND TELEHEALTH TO ENSURE VULNERABLE PATIENTS MAINTAIN REGULAR PRIMARY CARE APPOINTMENTS. 20,000
    ALBANY AREA PRIMARY HEALTH CARE INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO REVIEW ITS ORGANIZATIONAL STRUCTURE, PROVIDE TRAINING FOR MIDDLE MANAGEMENT STAFF AND OPTIMIZE ITS ELECTRONIC HEALTH RECORDS SYSTEM. 50,000
    ALIGNED SOLUTIONS LLC
    747 MONUMENT ROAD
    MALVERN,PA19355
    NONE NC SUPPORT TO PROVIDE FINANCIAL DIAGNOSTIC SERVICES TO SIX COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS WORKING WITH UNDERSERVED COMMUNITIES IN GEORGIA. 36,000
    APPLING COUNTY HEALTH DEPARTMENT
    283 WALNUT STREET
    BAXLEY,GA31515
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    ATHENS NEIGHBORHOOD HEALTH CENTER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO CONDUCT COVID-19 PATIENT TESTING. 20,000
    ATLANTA WEALTH BUILDING INITIATIVE
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE CAPITAL AND TECHNICAL ASSISTANCE THROUGH ITS COVID-19 SMALL BUSINESS RELIEF FUND TO SMALL BUSINESSES OWNED BY PEOPLE OF COLOR. 15,000
    CENTER HELPING OBESITY IN CHILDREN END SUCCESSFULLY INC (THE)
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO STRENGTHEN BOARD CAPACITY, DEVELOP A STRATEGIC PLAN, INCREASE PROGRAM PLANNING, IDENTIFY DEVELOPMENT TOOLS, AND DEVELOP A PROGRAM EVALUATION STRATEGY. 50,000
    CITY OF REFUGE DALTON INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO DELIVER FOOD BOXES, MEDICAL SUPPLIES, EDUCATIONAL TOOLS, AND HOUSEHOLD ITEMS TO THE MOST AT-RISK, VULNERABLE INDIVIDUALS IN WHITFIELD COUNTY. 10,000
    CLAY COUNTY FAMILY CONNECTIONS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT AS THE LEAD ORGANIZATION FOR THE CLAY COUNTY HEALTH PARTNERSHIP (CCHP) TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    CLAYTON CENTER COMMUNITY SERVICE BOARD (CSB)
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR FRONT-LINE STAFF AND TO CONDUCT TELEHEALTH VISITS AND VIRTUAL MEETINGS. 15,000
    COMMUNITY HELPING HANDS CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE QUALITY PRIMARY HEALTHCARE TO UNINSURED RESIDENTS IN WHITE COUNTY AND TO COVER ADDITIONAL EXPENSES INCURRED DUE TO THE COVID-19 PANDEMIC. 10,000
    COMMUNITY HELPING PLACE
    PO BOX 712 1127 HWY 52 EAST
    DAHLONEGA,GA30533
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    COMMUNITY OUTREACH TRAINING CENTER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE PERSONAL PROTECTIVE EQUIPMENT, AND TO PROVIDE UTILITY ASSISTANCE AND EMERGENCY HOUSING SERVICES FOR LOW-INCOME AND HOMELESS INDIVIDUALS. 10,000
    COOK COUNTY FAMILY CONNECTION INC
    303 SOUTH COLLEGE STREET PO BOX 92
    SPARKS,GA31647
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    CSB OF EAST CENTRAL GEORGIA
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE PERSONAL PROTECTIVE EQUIPMENT AND SUPPLIES TO PROTECT BOTH PATIENTS AND STAFF. 15,000
    CURTIS V COOPER PRIMARY HEALTH CARE INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE PERSONAL PROTECTIVE EQUIPMENT (PPE) AND PROVIDE COVID-19 TESTING. 20,000
    DIRECTED GRANTS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 75,000
    EAST GEORGIA HEALTHCARE CENTER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE EQUIPMENT AND SUPPLIES TO PROVIDE HEALTHCARE SERVICES TO UNDERSERVED POPULATIONS. 20,000
    ELBERT MEMORIAL HOSPITAL FOUNDATION
    4 MEDICAL DRIVE
    ELBERTON,GA30635
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    EMORY UNIVERSITY
    1518 CLIFTON ROAD NE ROOM 530
    ATLANTA,GA30322
    NONE PC SUPPORT TO IMPLEMENT THE EVALUATION OF THE TWO GEORGIA'S INITIATIVE (INITIATIVE) PHASE II, YEAR 3. 220,000
    EMORY UNIVERSITY
    1518 CLIFTON ROAD NE ROOM 530
    ATLANTA,GA30322
    NONE PC SUPPORT TO CONDUCT A STATEWIDE ENVIRONMENTAL SCAN OF BEST PRACTICE MATERNAL AND CHILD HEALTH PROGRAMS, TO CONDUCT FOCUS GROUPS AMONG BLACK WOMEN WITH LIVED EXPERIENCE, SUBMIT A WHITE PAPER TO THE FOUNDATION THAT PROVIDES PROGRAM & POLICY RECOMMENDATIONS. 65,000
    EMORY UNIVERSITY
    1518 CLIFTON ROAD NE ROOM 530
    ATLANTA,GA30322
    NONE PC SUPPORT OF A SCHOOL-BASED HEALTH CENTER RE-OPENING FUND. 20,000
    FAMILIES AND YOUTH INNOVATION INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE UTILITY BILL ASSISTANCE, FOOD VOUCHERS, COVID-19 WELLNESS KITS, AND TO FACILITATE A VIRTUAL FINANCIAL LITERACY LEARNING OPPORTUNITY FOR YOUTH AND ADULTS. 10,000
    FAMILIES FIRST INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO ENHANCE DATA COLLECTION AND REPORTING TO BETTER DEMONSTRATE THE IMPACT OF ITS PROGRAMS AND TO DIVERSIFY FUNDING STREAMS. 50,000
    FAYETTE CARE CLINIC INC
    1260 HIGHWAY 54 W SUITE 101
    FAYETTEVILLE,GA30214
    NONE PC SUPPORT TO MAINTAIN CLINIC OPERATIONS AND TO PROVIDE TELEPHONE AND TELEHEALTH APPOINTMENTS TO HIGH-RISK INDIVIDUALS. 10,000
    FORSYTH FARMERS MARKET INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE A FOOD DELIVERY SERVICE TO ENSURE THAT SENIORS HAVE ACCESS TO FRESH, LOCAL, AND HEALTHY FOOD ITEMS. 10,000
    GATEWAY COMMUNITY SERVICE BOARD
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO CONDUCT MINI-DAY PROGRAMS IN INDIVIDUAL GROUP HOMES. 15,000
    GEORGIA NURSES ASSOCIATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR THE PRODUCTION OF A PUBLIC SERVICE ANNOUNCEMENT THAT ENCOURAGES WEARING A MASK TO PREVENT THE SPREAD OF COVID-19. 4,000
    GEORGIA BUDGET AND POLICY INSTITUTE INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR INSIGHTS 2021: RACE, RESILIENCE AND RECOVERY SCHEDULED FOR JANUARY 22 AND JANUARY 29, 2021. 3,000
    GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO OBTAIN COMMUNITY-BASED PARTICIPATORY APPROACHES TRAINING, PROVIDE BOARD LEADERSHIP TRAINING AND TO IMPLEMENT AWARENESS CAMPAIGNS THAT HIGHLIGHT CURRENT AND EMERGING PHYSICAL AND MENTAL HEALTH ISSUES AMONG ADOLESCENTS. 50,000
    GEORGIA HEALTH DECISIONS INC
    158 ADAIR ST
    DECATUR,GA30030
    NONE NC SUPPORT TO DELIVER COACHING SERVICES TO THE 11 TWO GEORGIA'S INITIATIVE GRANTEES INCLUDING THE LEAD ORGANIZATIONS AND THE AFFILIATED COALITIONS/PARTNERSHIPS. 229,000
    GEORGIA MENTAL HEALTH CONSUMER NETWORK INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO SERVE AS THE FISCAL AGENT FOR THE MULTICULTURAL DEVELOPMENT INSTITUTE, INC. (MCDI). AS THE FISCAL AGENT, GMHCN WILL BE RESPONSIBLE FOR MANAGEMENT OF THE GRANT FUNDING ASSOCIATED WITH EXECUTING THE SCOPE OF WORK FOR THIS PROJECT. 49,000
    GEORGIA PUBLIC HEALTH ASSOCIATION INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR THE PLANNING AND CONVENING OF THE 91ST GPHA ANNUAL CONFERENCE SCHEDULED FOR MAY 6TH MAY 8TH AT THE JEKYLL ISLAND CONFERENCE CENTER. 10,000
    GEORGIA STATE UNIVERSITY FOUNDATION PROJECT HEALTHY GRANDPARENTS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO HELP THE ORGANIZATION ADDRESS THE EMERGENT HEALTH NEEDS OF GRANDPARENTS AND GRANDCHILDREN. 5,000
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NW SUITE
    1200
    WASHINGTON,DC20036
    NONE PC SUPPORT FOR HEALTHCARE GEORGIA FOUNDATIONS ANNUAL MEMBERSHIP AT THE FUNDING PARTNER LEVEL FOR 2020 10,000
    HEALTHY MOTHERS HEALTHY BABIES COALITION OF GEORGIA INC
    2300 HENDERSON MILL ROAD SUITE 410
    ATLANTA,GA30345
    NONE PC SUPPORT FOR THE 46TH ANNUAL MEETING AND CONFERENCE-MATERNAL & INFANT HEALTH IN THE DIGITAL WORLD. 5,000
    HERO'S FOR SUCCESS INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO TRANSPORT MEAL-BOXED FOODS WITH FOOD EDUCATION RECIPE CARDS FOR SENIORS AND LOW-INCOME, HOMEBOUND INDIVIDUALS IN DOUGHERTY COUNTY. 10,000
    HORIZONS COMMUNITY SOLUTIONS INC
    2332 LAKE PARK DRIVE
    ALBANY,GA31701
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    JLH CONSULTING LLC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE NC SUPPORT TO PLAN, CONVENE AND ASSESS MEETINGS IN SUPPORT OF HEALTHCARE GEORGIA FOUNDATIONS THE TWO GEORGIA'S INITIATIVE. 39,000
    JOY CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO IMPLEMENT A TELEHEALTH PROGRAM AND A PATIENT ENGAGEMENT SYSTEM. 10,000
    LATINO COMMUNITY FUND INC
    PO BOX 3299
    DECATUR,GA30031
    NONE PC SUPPORT FOR VENTANILLAS DE SALUD (VDS), A NATIONAL PROGRAM OF THE MEXICO CONSULATE PROVIDING HEALTH SCREENINGS, HEALTH REFERRALS, AND HEALTH EDUCATION SERVICES TO GEORGIAS LATINX COMMUNITY. TO PROTECT THE HEALTH OF MEXICANS LIVING IN THE U.S. 65,000
    MACON VOLUNTEER CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE TELEPHONE AND/OR TELEHEALTH VISITS TO UNINSURED PATIENTS IN BIBB COUNTY. 10,000
    MEDBANK FOUNDATION INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE EMERGENCY SUPPLIES OF MEDICATIONS, HELP PATIENTS OBTAIN LOW-COST MEDICAL DEVICES, AND PROVIDE OUTREACH SERVICES TO UNINSURED AND UNDERSERVED INDIVIDUALS. 15,000
    MEDBANK FOUNDATION INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO RECRUIT AND RETAIN VOLUNTEERS, MAXIMIZE RESOURCES AND SUSTAIN GROWTH. 50,000
    MEMORIAL HOSPITAL AND MANOR FOUNDATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    MERCY MEDICAL CLINIC AND FOUNDATION INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT ON BEHALF OF THE MERCY MINISTRIES (TMM) TO CONDUCT PROGRAM EVALUATION, IMPLEMENT A VOLUNTEER MANAGEMENT PROGRAM, ENHANCE OUTREACH AND MARKETING SKILLS, AND CONDUCT STAFF AND FUND DEVELOPMENT TRAINING. 50,000
    MERCYMED OF COLUMBUS INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE TELEHEALTH VISITS AND COVID-19 TESTING AND TREATMENT TO UNINSURED/UNDERSERVED INDIVIDUALS. 10,000
    MERIDIAN EDUCATION RESOURCE GROUP INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE SUPPLIES, PROMOTE COMMUNITY AWARENESS, AND IMPLEMENT COVID-19 AND ANTIBODY TESTING IN SOUTHEAST ATLANTA. 20,000
    MIDDLE FLINT AREA COMMUNITY SERVICE BOARD
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO ENHANCE TELEHEALTH AND TELEPHONE OUTREACH AND CASE MANAGEMENT SERVICES AND TO CONDUCT IN-HOME NURSING SERVICES TO CLIENTS. 15,000
    MISSION INVESTORS EXCHANGE
    1899 L STREET NW SUITE 850
    WASHINGTON,DC20036
    NONE PC SUPPORT TO RENEW HEALTHCARE GEORGIA FOUNDATIONS MEMBERSHIP IN MIE FOR 2020. 3,000
    MUST MINISTRIES INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE MEDICATIONS AND TRANSPORTATION ASSISTANCE TO HOMELESS INDIVIDUALS TO ACCESS PRIMARY AND BEHAVIORAL HEALTHCARE SERVICES. 10,000
    NATIONAL COUNCIL FOR BEHAVIORAL HEALTH
    1400 K STREET NW SUITE 400
    WASHINGTON,DC20005
    NONE PC SUPPORT FOR PARTICIPATION AND FACILITATION IN A HEALTHCARE GEORGIA FOUNDATION HOSTED DIALOGUE WITH BEHAVIORAL AND MENTAL HEALTH LEADERS IN GEORGIA. 15,000
    NORTH CENTRAL HEALTH DISTRICT
    201 SECOND STREET SUITE 1100
    MACON,GA31201
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    NORTH CENTRAL HEALTH DISTRICT
    201 SECOND STREET SUITE 1100
    MACON,GA31201
    NONE PC SUPPORT TO PURCHASE PERSONAL PROTECTIVE EQUIPMENT AND SUPPLIES TO ADDRESS THE COVID-19 PANDEMIC. 10,000
    NORTHWEST GEORGIA REGIONAL CANCER COALITION
    111 BRIDGEPOINT PLAZA
    ROME,GA30161
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    ODYSSEY FAMILY COUNSELING CENTER
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO ASSESS PROGRAM EFFECTIVENESS, EXPAND ITS TELEHEALTH SERVICES PLATFORM AND IMPROVE SOFTWARE, SECURE AN INTERNAL INFORMATION TECHNOLOGY SPECIALIST AND UPDATE ITS WEBSITE. 50,000
    PARTNERSHIP FOR SOUTHERN EQUITY
    55 IVAN ALLEN JR BLVD SUITE 530
    ATLANTA,GA30308
    NONE PC SUPPORT TO ASSIST COMMUNITY BASED ORGANIZATIONS WITH RESPONDING TO COMMUNITY NEEDS RELATIVE TO THOSE WHO HAVE BEEN IMPACTED BY COVID-19 AND NEED HELP WITH BASIC HUMAN NEEDS SUCH AS CHILDCARE, UTILITIES, RENT ASSISTANCE, FOOD, AND ACCESS TO PERSONAL PROTEC 100,000
    PARTNERSHIP FOR SOUTHERN EQUITY
    55 IVAN ALLEN JR BLVD SUITE 530
    ATLANTA,GA30308
    NONE PC SUPPORT TO PROVIDE TECHNICAL ASSISTANCE FOCUSED ON HEALTH EQUITY TO THE 11 TWO GEORGIA'S INITIATIVE GRANTEES, INCLUDING THE LEAD ORGANIZATIONS AND AFFILIATED COALITIONS. 225,000
    PARTNERSHIP HEALTH CENTER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE REMOTE PATIENT MONITORING DEVICES (RPMS) FOR UNINSURED AND LOW-INCOME PATIENTS. 10,000
    PUBLIC POLICY POLLING
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE NC SUPPORT TO CONDUCT A STATEWIDE PUBLIC OPINION POLL GAUGING SUPPORT FOR COVID-19 VACCINE. 12,000
    RICHMOND COUNTY DEPARTMENT OF PUBLIC HEALTH
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PURCHASE SANITIZING EQUIPMENT AND SUPPLIES AND COVID-19 EDUCATIONAL MATERIALS FOR LOCAL HEALTH DEPARTMENTS, DISTRICT PROGRAM OFFICES, AND CLIENTS ACROSS THE EAST CENTRAL HEALTH DISTRICT. 10,000
    SAGE CONSULTING NETWORK
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE NC SUPPORT TO DESIGN AND DELIVER A DIVERSITY, ENGAGEMENT AND INCLUSION (DEI) TRAINING FOR HEALTHCARE GEORGIA FOUNDATION BOARD OF DIRECTORS. 12,250
    SER FAMILIA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO CONDUCT BOARD LEADERSHIP TRAINING AND DEVELOP A FUNDRAISING PLAN. 50,000
    SER FAMILIA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE CASE MANAGEMENT SERVICES TO HISPANIC INDIVIDUALS/FAMILIES IN METROPOLITAN ATLANTA. 10,000
    SOUTHEAST GEORGIA COMMUNITIES PROJECT INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO DISTRIBUTE DIABETIC SUPPLIES AND TO PROVIDE OUTREACH AND EDUCATION ABOUT COVID-19 AND TESTING SITES TO ELDERLY, LOW-INCOME AND IMMIGRANT COMMUNITIES. 10,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET NWE SUITE 2080
    ATLANTA,GA30303
    NONE PC SUPPORT FOR THE GEORGIA GRANTMAKERS ALLIANCE CATALYZE FUND ADDRESSING THE LEARNING AND NETWORKING NEEDS OF GRANT MAKERS. 2,500
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET NWE SUITE 2080
    ATLANTA,GA30303
    NONE PC SUPPORT FOR THE 2020 MEMBERSHIP DUES WHICH INCLUDES ACCESS TO PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND PARTICIPATION IN A BROAD SPECTRUM OF PHILANTHROPIC MEETINGS AND EVENTS. 9,700
    SOUTHSIDE MEDICAL CENTER INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR ACQUISITION OF EQUIPMENT, SUPPLIES AND PROVISION OF HEALTH CARE SERVICES THROUGH DECEMBER 2020. 20,000
    SPRING CREEK HEALTH COOPERATIVE
    304 WEST PINE STREET
    COLQUITT,GA39837
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    STEPPING STONES PARTNER LL
    318 N ITHAN AVENUE
    BRYN MAR,PA19010
    NONE NC SUPPORT TO ASSIST HEALTHCARE GEORGIA FOUNDATION IMPLEMENT A STRATEGIC IMPACT INVESTMENT PROGRAM LAUNCHED IN 2018. 45,000
    TANNER MEDICAL CENTER INC
    303 AMBULANCE DRIVE
    CARROLLTON,GA30117
    NONE PC SUPPORT TO IMPLEMENT THE TWO GEORGIA'S INITIATIVE AND THE ACTIVITIES OUTLINED IN THEIR COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). 100,000
    UNITED GIVERS OF BARTOW COUNTY INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO UTILIZE GRANT FUNDS TO ASSIST THOSE WHO HAVE BEEN AFFECTED BY COVID-19 AND NEED HELP WITH BASIC NEEDS SUCH AS RENTAL/ MORTGAGE ASSISTANCE, FOOD AND UTILITIES, PRESCRIPTION COSTS, JOB SEARCH AND OTHER FAMILY RESOURCES. 30,000
    UNITED WAY OF COASTAL GEORGIA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO UTILIZE GRANT FUNDS TO PROVIDE COMMUNITY RESIDENTS MOST IMPACTED BY COVID-19 WITH ACCESS TO FOOD TO ADDRESS FOOD INSECURITY. 30,000
    UNITED WAY OF SOUTHWEST GEORGIA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO ASSIST COMMUNITY MEMBERS WHO HAVE BEEN AFFECTED BY COVID-19 AND NEED HELP WITH BASIC HUMAN NEEDS SUCH AS FOOD, CHILDCARE, UNEMPLOYMENT, HOUSING ASSISTANCE AND OTHER CHILD/FAMILY RESOURCES. 30,000
    VIEW POINT HEALTH
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE MENTAL HEALTH SUPPORT TO INDIVIDUALS WHO ARE TESTED FOR COVID-19. 15,000
    VOICES FOR GEORGIA'S CHILDREN
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT FOR A THOUSAND VOICES STANDING UP FOR GEORGIA'S KIDS-A DYNAMIC MULTIMEDIA CAMPAIGN SUPPORTING FOSTER CHILDREN AND THEIR CAREGIVERS 2,500
    Total .................................bullet 3a 3,281,950
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 2,222,298  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,635,144  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,857,442 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,857,442
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 47,030 23,515   23,515

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

    TY 2020 DepreciationSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVEMENTS 2014-02-10 84,432 27,755 SL 15.000000000000 5,680 0    
    FURNITURE & FIXTURES 2014-02-10 172,172 140,970 SL 7.000000000000 22,703 0    
    COMPUTER EQUIPMENT 2015-09-11 275,690 214,851 SL 5.000000000000 11,434 0    

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ALIGNED SOLUTIONS LLC
     
    747 MONUMENT ROAD
    MALVERN,PA19355
    2020-07-01 36,000 SUPPORT TO PROVIDE FINANCIAL CONSULTING SERVICES TO HEALTHCARE GEORGIA FOUNDATION AND THE RECIPIENTS OF STRATEGIC HEALTH IMPACT INVESTMENTS.          
    GEORGIA HEALTH DECISIONS INC
     
    158 ADAIR ST
    DECATUR,GA30030
    2020-07-01 229,000 SUPPORT TO DELIVER COACHING SERVICES TO THE 11 TWO GEORGIAS INITIATIVE GRANTEES INCLUDING THE LEAD ORGANIZATIONS AND THE AFFILIATED COALITIONS/PARTNERSHIPS.          
    JLH CONSULTING LLC
     
    1848 BRECKENRIDGE DR
    ATLANTA,GA30345
    2020-07-01 39,000 SUPPORT TO PLAN, CONVENE AND ASSESS MEETINGS IN SUPPORT OF HEALTHCARE GEORGIA FOUNDATIONS THE TWO GEORGIAS INITIATIVE.          
    PUBLIC POLICY POLLING
     
    2900 HIGHWOODS BLVD STE 201
    RALEIGH,NC27604
    2020-07-01 12,000 SUPPORT TO CONDUCT A STATEWIDE PUBLIC OPINION POLL GAUGING SUPPORT FOR COVID-19 VACCINE.          
    SAGE CONSULTING NETWORK
     
    1270 SPRINGHOUSE LN
    ATLANTA,GA30311
    2020-07-01 12,250 SUPPORT TO DESIGN AND DELIVER A DIVERSITY, ENGAGEMENT AND INCLUSION (DEI) TRAINING FOR HEALTHCARE GEORGIA FOUNDATIONN BOARD OF DIRECTORS.          
    STEPPING STONES PARTNER LL
     
    318 N ITHAN AVENUE
    BRYN MAWR,PA19010
    2020-07-01 45,000 SUPPORT TO ASSIST HEALTHCARE GEORGIA FOUNDATION IMPLEMENT A STRATEGIC IMPACT INVESTMENT PROGRAM LAUNCHED IN 2018.          

    TY 2020 GeneralExplanationAttachment
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Identifier Return Reference Explanation
    COLUMN (B) VS COLUMN (A) FORM 990-PF, PART I: REWMOVAL OF UNRELATED BUSINESS INCOME

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 14,964,226 14,964,226

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 76,274,527 76,274,527

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS FMV 36,193,138 36,193,138

    TY 2020 LandEtcSchedule2
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 84,432 33,435 50,997  
    FURNITURE & FIXTURES 172,172 163,673 8,499  
    COMPUTER EQUIPMENT 275,690 226,285 49,405  


    TY 2020 LegalFeesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,238 1,024   9,214


    TY 2020 OtherAssetsSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED NOTE RECEIVABLE 500,000 500,000 500,000
    INVESTMENT PROCEEDS IN TRANSIT 1,740,146 800,000 800,000
    PREPAID FEDERAL NII EXCISE TAX 21,861 30,566 30,566
    SECURITY DEPOSITS 877 877 877


    TY 2020 OtherExpensesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES/EXPENSE 37,984 1,003   37,314
    TECHNOLOGY/TELEPHONE 20,975 2,098   18,064
    INSURANCE 19,646 1,965   17,612
    TEO ASSCOCIATION/ORGANIZATION DUES & MEMBERSHIPS 3,199 0   2,824
    DUES & SUBSCRIPTIONS 641 64   577
    MISCELLANEOUS/OTHER 19,049 1,905   17,144
    POSTAGE & DELIVERY 2,741 274   2,467
    TRAINING & DEVELOPMENT 1,119 0   1,119
    PUBLIC RELATIONS & COMMUNITY DEVELOPMENT 32,722 0   32,865
    SPONSORED EVENTS 13,399 0   15,899


    TY 2020 OtherIncreasesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Amount
    UNREALIZED PORTFOLIO APPRECIATION 12,889,304


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 109,266 112,872
    DEFERRED FEDERAL NII EXCISE TAX 245,189 434,254


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL & INVESTMENT MANAGEMENT FEES 1,912,368 1,895,265   17,104
    PAYROLL, RETIREMENT PLAN & HR 27,864 3,617   23,741
    STRATEGIC CONSULTING - PROGRAMS/GRANTS 7,158 0   7,158
    TECHNOLOGY 29,639 2,964   26,675


    TY 2020 TaxesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 73,255 9,510   63,020
    FEDERAL NII EXCISE TAX 31,295 0   0
    DEFERRED FEDERAL NII EXCISE TAX 189,065 0   0
    FOREIGN TAX ON INVESTMENT INCOME 1,261 1,261   0