Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$145,422,526
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... 3,365,712 5,945,982  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,965,884
b Gross sales price for all assets on line 6a 48,830,946
7 Capital gain net income (from Part IV, line 2)... 16,373,616
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........ 18,331,596 22,319,598  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 423,259 71,954   351,305
14 Other employee salaries and wages...... 748,787 74,879   688,290
15 Pension plans, employee benefits....... 290,284 18,545   277,165
16a Legal fees (attach schedule)......... 15,155 0   15,155
b Accounting fees (attach schedule)....... 85,017 42,509   42,509
c Other professional fees (attach schedule).... 687,151 2,271,274   183,095
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 338,498 6,839   71,244
19 Depreciation (attach schedule) and depletion... 24,478 2,448  
20 Occupancy.............. 235,047 23,505   211,542
21 Travel, conferences, and meetings....... 34,149 2,498   31,651
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 115,404 8,809   104,356
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,997,229 2,523,260   1,976,312
25 Contributions, gifts, grants paid....... 3,693,857 3,693,857
26 Total expenses and disbursements. Add lines 24 and 25 6,691,086 2,523,260   5,670,169
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,640,510
b Net investment income (if negative, enter -0-) 19,796,338
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 3,472,114 5,841,393 5,841,393
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.......... 34,650 32,884 32,868
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 76,274,527 Click to see attachment79,372,058 79,372,058
c Investments—corporate bonds (attach schedule)....... 14,964,226 Click to see attachment14,932,915 14,932,915
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,193,138 Click to see attachment44,131,433 44,131,433
14 Land, buildings, and equipment: basis bullet544,953
Less: accumulated depreciation (attach schedule) bullet447,872 108,901 Click to see attachment97,081 97,081
15 Other assets (describe bullet) Click to see attachment1,331,443 Click to see attachment1,014,778 Click to see attachment1,014,778
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,378,999 145,422,542 145,422,526
Liabilities 17 Accounts payable and accrued expenses.......... 194,586 173,432
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 attachment547,126 Click to see attachment566,302
23 Total liabilities (add lines 17 through 22)......... 741,712 739,734
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........... 131,637,287 144,682,808
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)..... 131,637,287 144,682,808
30 Total liabilities and net assets/fund balances (see instructions). 132,378,999 145,422,542
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
131,637,287
2
Enter amount from Part I, line 27a .....................
2
11,640,510
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,405,012
4
Add lines 1, 2, and 3 ..........................
4
144,682,809
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
144,682,808
Form 990-PF (2021)
Form 990-PF (2021)
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 TAX BASIS ADJUSTMENT ON K-1 UNIT SALES      
c ADDITIONAL PASS-THRU K-1 INCOME      
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 47,423,214   32,457,330 14,965,884
b 614,185     614,185
c 793,547     793,547
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       14,965,884
b       614,185
c       793,547
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 16,373,616
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 275,169
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- ..... 5 275,169
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 245,868
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 330,868
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 55,699
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet55,699 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletTROY D JOHNSON CHIEF FINANCIAL OF Telephone no.bullet (404) 653-0990

    Located atbullet191 PEACHTREE STREET NE 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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
    Yes
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANITA BARKIN PHD MSN NP-C BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    ALPHA BRYAN MD BOARD MEMBER, IMMEDIATE PAST CHAIR
    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
    GLENNIE COX-BENCH BOARD MEMBER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    SEEMA CSUKAS MD PHD FAAP BOARD MEMBER, CHAIR
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    DANIEL DAWES JD 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, VICE CHAIR
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    ELIZABETH REESE BOARD MEMBER, TREASURER
    1.00
    0 0 0
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    THOMAS JAMES CAMPBELL SMYTH PHD BOARD MEMBER, SECRETARY
    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
    325,000 31,358 4,418
    191 PEACHTREE STREET NE STE 2650
    ATLANTA,GA30303
    MICHAEL J SWEENEY III CHIEF FINANCIAL OFFICER
    40.00
    98,258 6,405 557
    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
    511,481 109,273 3,866
    191 PEACHTREE ST NE SUITE 2650
    ATLANTA,GA30303
    Total number of other employees paid over $50,000...................bullet 2
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CEVIAN CAPITAL INVESTMENT MANAGEMENT 745,712
    2639 N DOWNDER AVENUE
    MILWAUKEE,WI53211
    CREWCIAL PARTNERS INVESTMENT MANAGEMENT 140,259
    750 THIRD AVENUE 20TH FLOOR
    NEW YORK,NY10017
    APPLIED FUNDAMENTALS RESEARCH INVESTMENT MANAGEMENT 135,741
    50 CHURCH ST 5TH FLOOR
    CAMBRIDGE,MA02138
    WITTKIEFER MANAGEMENT SEARCH FIRM 108,461
    2015 SPRING RD STE 510
    OAK BROOK,IL60523
    DAVIDSON KEMPNER CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 106,056
    520 MADISON AVE 30TH FLOOR
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet6
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 LOAN TO COMMUNITY INVESTMENT CENTER 500,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet500,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    136,496,452
    b
    Average of monthly cash balances.......................
    1b
    4,275,326
    c
    Fair market value of all other assets (see instructions)................
    1c
    10,753
    d
    Total (add lines 1a, b, and c).........................
    1d
    140,782,531
    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
    140,782,531
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,111,738
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    138,670,793
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,933,540
    Part X
    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 IX, line 6..................
    1
    6,933,540
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    275,169
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    275,169
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,658,371
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,658,371
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,658,371
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,658,371
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 5,440,883
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,184,144
    a Applied to 2020, but not more than line 2a 5,440,883
    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 2021 distributable amount..... 743,261
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    5,915,110
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    1ACCORD VIDEOS MEDIA
    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 249,000
    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 65,000
    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). 80,000
    ATLANTA RESOURCE FOUNDATION FOR 4KIRA4MOMS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    BETHESDA COMMUNITY CLINIC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    CARINGWORKS INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    CENTER FOR BLACK WOMEN'S WELLNESS INC
    477 WINDSOR STREET SW SUITE 309
    ATLANTA,GA30312
    NONE PC SUPPORT TO IMPLEMENT THE DIABETES PREVENTION LIFESTYLE CHANGE PROGRAM TO MOTIVATE AND SUPPORT MODERATE LIFESTYLE CHANGES AMONG ADULTS WHO HAVE PREDIABETES AND ARE AT RISK FOR DEVELOPING TYPE 2 DIABETES. 100,000
    CHRIS 180
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    CHRIST COMMUNITY HEALTH SERVICES AUGUSTA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 35,000
    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). 80,000
    COMMUNITY HEALTH CENTER CAPITAL FUND
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    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). 80,000
    COMMUNITY HOUSING SERVICES AGENCY INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    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). 80,000
    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). 80,000
    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. 245,000
    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. 50,000
    FULTON COUNTY SCHOOLS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    GEORGIA HEALTH DECISIONS INC
    158 ADAIR ST
    DECATUR,GA30030
    NONE PC SUPPORT TO DELIVER COACHING SERVICES TO THE 11 TWO GEORGIA'S INITIATIVE GRANTEES INCLUDING THE LEAD ORGANIZATIONS AND THE AFFILIATED COALITIONS/PARTNERSHIPS. 226,000
    GEORGIA HEALTH POLICY CENTER - GSURF
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PROVIDE INFORMATION ON PUBLIC HEALTH AND HEALTH CARE IN GEORGIA TO CONSUMERS AND POLICYMAKERS THROUGH ARTICLES AND NEWS STORIES VIA THE ORGANIZATION'S WEBSITE. 74,020
    GOOD NEWS CLINICS
    PO BOX 2683
    GAINESVILLE,GA30503
    NONE PC SUPPORT TO IMPLEMENT ITS MULTIDISCIPLINARY CLINICAL AND BEHAVIORAL CARE MODEL FOR LOW-INCOME, UNINSURED PATIENTS WITH CARDIOVASCULAR DISEASE (CVD) AND HAVE COMORBID CVD AND DIABETES 50,000
    GOOD SAMARITAN HEALTH CENTER INC
    1015 DONALD LEE HOLLOWELL PARKWAY
    ATLANTA,GA30318
    NONE PC SUPPORT TO ADDRESS DIABETES PREVENTION AND MANAGEMENT AMONG UNINSURED AND LOW-INCOME ADULTS IN METROPOLITAN ATLANTA. 50,000
    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. 75,000
    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). 80,000
    JLH CONSULTING LLC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC SUPPORT TO PLAN, CONVENE AND ASSESS MEETINGS IN SUPPORT OF HEALTHCARE GEORGIA FOUNDATIONS THE TWO GEORGIA'S INITIATIVE. 54,000
    LATIN AMERICAN ASSOCIATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 125,000
    MEETINGS PLANNED HERE (MPH)
    120 SEA HOLLY CIRCLE
    ROSWELL,GA30076
    NONE PC SUPPORT TO PLAN, EXECUTE AND EVALUATE CONNECTIONS 2020 AND THE JOSEPH D. GREENE COMMUNITY SERVICE AWARD CEREMONY. 68,222
    MEMORIAL HOSPITAL AND MANOR FOUNDATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 80,000
    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. 50,000
    MOREHOUSE SCHOOL OF MED MATERNAL HEALTH EQUITY
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 300,000
    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). 80,000
    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). 80,000
    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 225,000
    PROJECT OPEN HAND - ATLANTA INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000
    RESILIENT GEORGIA
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 12,000
    SISTER SONG
    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
    STEPPING STONES PARTNER LL
    318 N ITHAN AVENUE
    BRYN MAR,PA19010
    NONE PC SUPPORT TO ASSIST HEALTHCARE GEORGIA FOUNDATION IMPLEMENT A STRATEGIC IMPACT INVESTMENT PROGRAM LAUNCHED IN 2018. 45,000
    TCC GROUP
    333 7TH AVENUE
    NEW YORK,NY10001
    NONE PC SUPPORT TO PARTNER WITH THE FOUNDATION TO RECALIBRATE THE EMPOWERHEALTH CAPACITY BUILDING GRANT PROGRAM 156,000
    THE HEARTS AND HANDS CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 46,000
    BROKEN FAN PRODUCTIONS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    COMMUNITY EVALUATION SOLUTIONS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 9,000
    COMMUNITY FOUNDATION OF GREATER ATLANTA
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 10,000
    GEORGIA CENTER FOR NURSING EXCELLENCE
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20,000
    GEORGIA PERINATAL ASSOCIATION INC
    PO BOX 13784
    SAVANNAH,GA31416
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4,000
    GRACE FELLOWSHIP CHURCHGRACE CENTER MEDICAL CLINIC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NW SUITE
    1200
    WASHINGTON,DC20036
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 9,500
    GEORGIA STATE UNIVERSITY FOUNDATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    HEALTHY MOTHERS HEALTHY BABIES COALITION OF GEORGIA INC
    2300 HENDERSON MILL ROAD SUITE 410
    ATLANTA,GA30345
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    SAGE CONSULTING NETWORK
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 17,750
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET NWE SUITE 2080
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 9,500
    SOWEGA-AHEC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    TARVER LOWE INC
    412 LEES TRACE
    MARIETTA,GA30064
    NONE PC DISCRETIONARY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 18,365
    AMERICAN HEART ASSOCIATION INC
    10 GLENLAKE PKWY
    ATLANTA,GA30328
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    ATLANTA LEGAL AID SOCIETY INC
    54 ELLIS ST NE
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    ATLANTA MISSION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    CHILD ENRICHMENT
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    CHRIS 180
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    GEORGIA BUDGET AND POLICY INSTITUTE INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    GEORGIA FOOD BANK ASSOCIATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500
    GEORGIA INTERFAITH POWER & LIGHT
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500
    GEORGIA WATCH
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    GEORGIANS FOR A HEALTHY FUTURE
    50 HURT PLAZA SE SUITE 806
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    HANDS & HEARTS FOR HORSES
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    HEARTS TO NURISH HOPE
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500
    HELPING MAMAS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    HOPE HOUSE
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500
    HOUSE OF DAWN
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500
    JOY CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500
    MACON VOLUNTEER CLINIC INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4,500
    MEMORIAL HOSPITAL AND MANOR FOUNDATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    MERCYMED OF COLUMBUS INC
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500
    MISSION CHANGE
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000
    PARTNERSHIP FOR SOUTHERN EQUITY
    55 IVAN ALLEN JR BLVD SUITE 530
    ATLANTA,GA30308
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500
    PHOEBE FOUNDATION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 3,000
    POSTPARTEM SUPPORT INTERNATIONAL
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    RAISING EXPECTATIONS
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 3,000
    RONALD MCDONALD HOUSE CHARITIES AUGUSTA
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500
    SATCHER HEALTH LEADERSHIP INSTITUTION
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    TUBMAN AFRICAN AMERICAN MUSEUM
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 500
    URBAN HOPE SAVANNAH
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000
    VOICES FOR GEORGIA'S CHILDREN
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000
    WYNNTON NEIGHBORHOOD NETWORK
    C/O HEALTHCARE GEORGIA FOUNDATION
    191 PEACHTREE ST STE 2650
    ATLANTA,GA30303
    NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 3,500
    Total .................................bullet 3a 3,693,857
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    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 ....          
    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 14,965,884  
    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 18,331,596 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,331,596
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 85,017 42,509   42,509

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

    TY 2021 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 33,435 SL 15.000000000000 5,680 0    
    FURNITURE & FIXTURES 2014-02-10 172,172 163,673 SL 7.000000000000 2,959 0    
    COMPUTER EQUIPMENT 2015-09-11 288,349 226,286 SL 5.000000000000 15,839 0    

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

    TY 2021 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
    1ACCORD MEDIA
     
    864 ASHWOOD CROSSING
    STOME MOUNTAIN,GA30088
    2021-12-01 249,000 SUPPORT TO DEVELOP 11 VIDEOS FEATURING EACH OF THE TWO GEORGIAS INITIATIVE COALITIONS COMMUNITIES AND TO DEVELOP A WRITTEN MULTIMEDIA REPORT. 13,833 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    COMMUNITY HEALTH CENTER CAPITAL FUND
     
    40 COURT ST 10TH FLOOR
    BOSTON,MA02108
    2021-12-01 50,000 SUPPORT TO PROVIDE TRAINING RESOURCES FOR GEORGIA'S FQHC'S THAT ADDRESS HEALTH INEQUITIES WHILE PREPARING FOR GROWTH IN A POST-COVID ENVIRONMENT. 4,167 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    COMMUNITY HOUSING SERVICES AGENCY
     
    PO BOX 1027
    SAVANNAH,GA31402
    2021-12-01 50,000 SUPPORT TO ASSIST LOW-INCOME SENIORS, VETERANS, AND UNDERSERVED HOMEOWNERS WITH NEEDED HOME REPAIRS THAT MAY IMPACT SAFETY AND HEALTH. 4,167 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    GEORGIA HEALTH DECISIONS INC
     
    158 ADAIR ST
    DECATUR,GA30030
    2021-09-01 226,000 SUPPORT TO DELIVER COACHING SERVICES TO THE 11 TWO GEORGIAS INITIATIVE GRANTEES INCLUDING THE LEAD ORGANIZATIONS AND THE AFFILIATED COALITIONS/PARTNERSHIPS. 75,333 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    JLH CONSULTING LLC
     
    1848 BRECKENRIDGE DR
    ATLANTA,GA30345
    2021-03-01 54,000 SUPPORT TO PLAN, CONVENE AND ASSESS MEETINGS IN SUPPORT OF HEALTHCARE GEORGIA FOUNDATIONS THE TWO GEORGIAS INITIATIVE. 45,000 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    MEETINGS PLANNED HERE
     
    120 SEA HOLLY CIRCLE
    ROSWELL,GA30076
    2021-12-01 68,222 CONTINUE SUPPORT TO PLAN, EXECUTE AND EVALUATE CONNECTIONS 2022 AND THE JOSEPH D. GREENE COMMUNITY SERVICE AWARD CEREMONY. 22,741 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    STEPPING STONES PARTNER LLC
     
    318 N ITHAN AVENUE
    BRYN MAWR,PA19010
    2021-06-01 45,000 SUPPORT TO ASSIST HEALTHCARE GEORGIA FOUNDATION IMPLEMENT A STRATEGIC IMPACT INVESTMENT PROGRAM LAUNCHED IN 2018. 26,250 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
    TCC GROUP
     
    333 7TH AVE 9TH FLOOR
    NEW YORK,NY10001
    2021-07-01 156,000 SUPPORT TO PARTNER WITH THE FOUNDATION TO IMPLEMENT THE FOUNDATIONS EMPOWERHEALTH CAPACITY-BUILDING GRANT PROGRAM. 62,400 NONE MONTHLY 2021-12-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT

    TY 2021 GeneralExplanationAttachment
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Identifier Return Reference Explanation
    BOOK VERSUS TAXABLE NET INVESTMENT INCOME: FORM 990-PF, PART I, COLUMN B VERSUS COLUMN A COLUMN B NET INVESTMENT INCOME/EXPENSE DIFFERS FROM COLUMN A BOOK INCOME/EXPENSE DUE TO TAX ADJUSTMENTS FOR TAXABLE PASS-THRU K-1 INCOME/EXPENSE, TAX BASIS ADJUSTMENTS TO UNIT/SHARE SALES/REDEMPTIONS OF K-1 ALTERNATIVE INVESTMENT PARTNERSHIP INTERESTS, AND RECOGNITION OF EMBEDDED INVESTMENT FEES AS INCOME/EXPENSE.

    TY 2021 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 14,932,915 14,932,915

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC EQUITIES 34,581,017 34,581,017
    INTERNATIONAL EQUITIES 44,791,041 44,791,041

    TY 2021 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 12,184,232 12,184,232
    PRIVATE EQUITY & REAL ESTATE INVESTMENTS FMV 31,947,201 31,947,201

    TY 2021 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 39,115 45,317  
    FURNITURE & FIXTURES 172,172 166,632 5,540  
    COMPUTER EQUIPMENT 288,349 242,125 46,224  


    TY 2021 LegalFeesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 15,155 0   15,155


    TY 2021 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 1,000,000 1,000,000
    INVESTMENT PROCEEDS IN TRANSIT 800,000 0 0
    PREPAID FEDERAL NII EXCISE TAX 30,566 13,901 13,901
    SECURITY DEPOSITS 877 877 877


    TY 2021 OtherDecreasesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Amount
    ROUNDING 1


    TY 2021 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 0 0   0
    TECHNOLOGY/TELEPHONE 16,860 1,686   14,949
    INSURANCE 19,476 1,948   17,699
    TEO ASSCOCIATION/ORGANIZATION DUES & MEMBERSHIPS 1,674 0   1,674
    DUES & SUBSCRIPTIONS 730 73   657
    MISCELLANEOUS/OTHER 13,673 1,367   12,306
    NON-CAPITAL EQUIPMENT & SOFTWARE 35,964 3,596   32,683
    POSTAGE & DELIVERY 1,391 139   1,252
    TRAINING & DEVELOPMENT 1,929 0   1,929
    PUBLIC RELATIONS & COMMUNITY DEVELOPMENT 7,207 0   4,707
    SPONSORED EVENTS 16,500 0   16,500


    TY 2021 OtherIncreasesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Amount
    UNREALIZED PORTFOLIO APPRECIATION 1,405,012


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED COMPENSATION 112,872 112,518
    DEFERRED FEDERAL NII EXCISE TAX 434,254 453,784


    TY 2021 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 499,669 2,265,389   0
    PAYROLL, RETIREMENT PLAN & HR 28,273 1,806   26,830
    STRATEGIC CONSULTING - PROGRAMS/GRANTS 10,162 0   11,297
    TECHNOLOGY 40,786 4,079   36,707
    OTHER 108,261 0   108,261


    TY 2021 TaxesSchedule
    Name:
    HEALTHCARE GEORGIA FOUNDATION INC
    EIN:
    58-2418091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 75,273 4,809   71,244
    FEDERAL NII EXCISE TAX 241,665 0   0
    DEFERRED FEDERAL NII EXCISE TAX 19,530 0   0
    FOREIGN TAX ON INVESTMENT INCOME 2,030 2,030   0