Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE GOIZUETA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4401 NORTHSIDE PARKWAY 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303273057
A Employer identification number

46-3022974
B Telephone number (see instructions)

(404) 239-0390
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$731,555,486J 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) 408,059
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,459,451 22,482,166  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,880
b Gross sales price for all assets on line 6a 57,031,570
7 Capital gain net income (from Part IV, line 2)... 344,279
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........ 23,129,390 22,826,445  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 524,027 134,119   389,908
14 Other employee salaries and wages...... 462,861 0   462,861
15 Pension plans, employee benefits....... 304,019 32,189   271,830
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,105 0   4,105
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
86,848 43,424   43,424
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
496,275 432,757   63,518
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
354,819 50,617   55,982
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 317,128 31,713   285,415
21 Travel, conferences, and meetings....... 54,412 0   54,412
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
219,163 8,522   191,576
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,823,657 733,341   1,823,031
25 Contributions, gifts, grants paid....... 33,722,139 33,722,139
26 Total expenses and disbursements. Add lines 24 and 25 36,545,796 733,341   35,545,170
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,416,406
b Net investment income (if negative, enter -0-) 22,093,104
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 714,819 975,404 975,404
2 Savings and temporary cash investments......... 265,182 2,310,173 2,310,173
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 9,331,760 Click to see attachment
List of Attached Documents:
// Content
5,353,839 		5,041,840
b Investments—corporate stock (attach schedule)....... 379,327,904 Click to see attachment
List of Attached Documents:
// Content
351,422,582 		658,141,173
c Investments—corporate bonds (attach schedule)....... 15,674,564 Click to see attachment
List of Attached Documents:
// Content
23,933,268 		22,363,580
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 4,651,796 8,677,591 8,381,980
13 Investments—other (attach schedule).......... 25,049,221 Click to see attachment
List of Attached Documents:
// Content
28,925,983 		32,327,091
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,014,245 		Click to see attachment
List of Attached Documents:
// Content
2,014,245 		Click to see attachment
List of Attached Documents:
// Content
2,014,245
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 437,029,491 423,613,085 731,555,486
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 425,806,310 412,082,875
25 Net assets with donor restrictions............ 11,223,181 11,530,210
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 437,029,491 423,613,085
30 Total liabilities and net assets/fund balances (see instructions). 437,029,491 423,613,085
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
437,029,491
2
Enter amount from Part I, line 27a .....................
2
-13,416,406
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
423,613,085
5
Decreases not included in line 2 (itemize) right arrow
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
423,613,085
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b CAPITAL GAINS DISTRIBUTIONS P    
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 57,022,298   56,687,291 335,007
b 9,272     9,272
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       335,007
b       9,272
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 2 344,279
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
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 right arrow 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) 1 307,094
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........................... 3 307,094
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- ..... 5 307,094
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 217,774
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 260,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 477,774
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 186
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 170,494
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow170,494 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowGA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.GOIZUETAFOUNDATION.ORG
14
The books are in care ofright arrowDEANA UTBERG Telephone no.right arrow (404) 239-0390

Located atright arrow4401 NORTHSIDE PKWY SUITE 400ATLANTAGA ZIP+4right arrow30327
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
ROBERTO S GOIZUETA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
OLGA GOIZUETA RAWLS CHAIRMAN AND CEO
40.00 		51,109 25,724 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
JAVIER C GOIZUETA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
JULIANNA CAGLE PRESIDENT
40.00 		257,083 64,879 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
DEANA UTBERG TREASURER/SECRETARY
40.00 		215,835 50,026 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
AMELIA R MEDINA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
CAROLINE R STRUMPH BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
CRISTINA G GOIZUETA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
THOMPSON C RAWLS BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
JAVIER C GOIZUETA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
ROBERTO C GOIZUETA BOARD MEMBER
0.25 		0 0 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
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
HANNAH JONES VP OF PROGRAMS
40.00 		160,000 44,050 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
MARY JEANE THORNE DIRECTOR OF GRANTS M
40.00 		131,280 50,899 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
AMY MCCRORY SENIOR PROGRAM OFFIC
40.00 		106,773 39,613 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
MEREDITH COPLEY PROGRAM OFFICER
40.00 		61,669 48,994 0
4401 NORTHSIDE PARKWAY SUITE 400
ATLANTA,GA30327
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NORTHERN TRUST COMPANY INVESTMENT MANAGEMENT 432,757
3282 NORTHSIDE PARKWAY
ATLANTA,GA30327
DELOITTE & TOUCHE AUDIT & TAX 86,848
191 PEACHTREE ST NE SUITE 1500
ATLANTA,GA30303
GRANT PHILANTHROPIC ADVISORS STRATEGIC PLAN CONSULTATION 62,712
PO BOX 20122
CHARLESTON,SC29413
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
741,585,232
b
Average of monthly cash balances.......................
1b
812,575
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
742,397,807
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
742,397,807
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,135,967
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
731,261,840
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
36,563,092
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
36,563,092
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
307,094
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
307,094
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,255,998
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,255,998
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
36,255,998
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
35,545,170
b
Program-related investments—total from Part VIII-B..................
1b
0
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
35,545,170
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 36,255,998
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 422,176
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 422,176
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 35,545,170
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 35,545,170
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 422,176 422,176
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		288,652
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE GOIZUETA FOUNDATION INC ATTENTI
4401 NORTHSIDE PKWY STE 400
ATLANTA,GA30327
(404) 239-0390
bThe form in which applications should be submitted and information and materials they should include:
THOSE INTERESTED IN REQUESTING SUPPORT SHOULD FIRST VISIT THE GOIZUETA FOUNDATION'S WEBSITE AT WWW.GOIZUETAFOUNDATION.ORG AND FOLLOW THE DIRECTIONS UNDER "APPLY FOR FUNDING/ONLINE APPLICATION".
cAny submission deadlines:
NO DEADLINES - APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE SEE OUR WEBSITE TO REVIEW OUR STRATEGIC PRIORITIES, AS WELL AS ELIGIBILITY REQUIREMENTS AND TYPES OF FUNDING. IF YOU BELIEVE YOUR ORGANIZATION FITS WITHIN OUR FUNDING PRIORITIES, PLEASE CALL BEFORE SUBMITTING A FORMAL REQUEST.
Form 990-PF (2023)
Form 990-PF (2023)
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

AGAPE COMMUNITY CENTER INC

2210 MARIETTA BLVD NW
ATLANTA,GA30318 		NONE PC MATCHING 10,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		NONE PC DISCRETIONARY 50,000

ATLANTA HISTORICAL SOCIETY INC

130 WEST PACES FERRY RD NW
ATLANTA,GA30305 		NONE PC DISCRETIONARY 100,000

ATLANTA HISTORICAL SOCIETY INC

130 WEST PACES FERRY RD NW
ATLANTA,GA30305 		NONE PC PROGRAM 2,500,000

ATLANTA POLICE FOUNDATION INC

191 PEACHTREE STREET SUITE 191
ATLANTA,GA30303 		NONE PC DISCRETIONARY 100,000

ATLANTA RONALD MCDONALD HOUSE CHARITIES INC

795 GATEWOOD RD NE
ATLANTA,GA30329 		NONE PC DISCRETIONARY 100,000

ATLANTA RONALD MCDONALD HOUSE CHARITIES INC

795 GATEWOOD RD NE
ATLANTA,GA30329 		NONE PC MATCHING 6,300

ATLANTA RONALD MCDONALD HOUSE CHARITIES INC

795 GATEWOOD RD NE
ATLANTA,GA30329 		NONE PC PROGRAM 600,000

ATLANTA SPEECH SCHOOL

3160 NORTHSIDE PKWY NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 25,000

ATLANTA SPEECH SCHOOL

3160 NORTHSIDE PKWY NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 100,000

AUBURN UNIVERSITY FOUNDATION

317 SOUTH COLLEGE STREET
AUBURN,AL36849 		NONE PC DISCRETIONARY 100,000

BARD COLLEGE

PO BOX 5000
ANNADALEONHUDSON,NY12504 		NONE PC DISCRETIONARY 100,000

BARD COLLEGE

PO BOX 5000
ANNADALEONHUDSON,NY12504 		NONE PC DISCRETIONARY 100,000

BELEN JESUIT PREPARATORY SCHOOL INC

500 SW 127TH AVE
MIAMI,FL33184 		NONE PC PROGRAM 1,250,000

BOSTON COLLEGE TRUSTEES

CADIGAN ALUMNI CENTER
CHESTNUT HILL,MA02467 		NONE PC DISCRETIONARY 50,000

BRUNSWICK SCHOOL

100 MAHER AVENUE
GREENWICH,CT06830 		NONE PC DISCRETIONARY 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA

2401 LAKE PARK DR
SMYRNA,GA30080 		NONE PC PROGRAM 700,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET
BOSTON,MA02110 		NONE PC DISCRETIONARY 25,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET
BOSTON,MA02110 		NONE PC DISCRETIONARY 100,000

CHILDRENS DEVELOPMENT ACADEMY

89 GROVE WAY
ROSWELL,GA30075 		NONE PC PROGRAM 250,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NONE PC DISCRETIONARY 25,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NONE PC DISCRETIONARY 50,000

CHRIS 180

1030 FAYETTEVILLE RD SE
ATLANTA,GA30316 		NONE PC PROGRAM 500,000

CHURCHES FOR THE SAKE OF OTHERS

4001 W DON TYSON PARKWAY
SPRINGDALE,AR72762 		NONE PC MATCHING 2,000

CLASSIC CITY COMMUNITY CHURCH

386 N MILLEDGE AVE
ATHENS,GA30601 		NONE PC MATCHING 1,000

COUNSELING IN SCHOOLS

505 8TH AVE 12A
NEW YORK,NY10018 		NONE PC MATCHING 5,000

EMERGENT WORKS INC

424 W 54TH ST
NEW YORK,NY10019 		NONE PC MATCHING 7,500

EMORY UNIVERSITY

1300 CLIFTON ROAD
ATLANTA,GA30322 		NONE PC SPONSORSHIPS 100,000

EMORY UNIVERSITY - GOIZUETA BUSINESS SCHO

1300 CLIFTON ROAD
ATLANTA,GA30322 		NONE PC PROGRAM 570,000

EMORY UNIVERSITY - GOIZUETA BUSINESS SCHO

1300 CLIFTON ROAD
ATLANTA,GA30322 		NONE PC ENDOWMENT 5,430,000

EMORY UNIVERSITY- GIN

1300 CLIFTON ROAD
ATLANTA,GA30322 		NONE PC PROGRAM 4,000,000

FAMILIES FIRST INC

80 JOSEPH E LOWRY BLVD NW
ATLANTA,GA30314 		NONE PC MATCHING 1,000

FBIAA MEMORIAL COLLEGE FUND

PO BOX 320215
ALEXANDRIA,VA22320 		NONE PC DISCRETIONARY 25,000

FUND FOR THE CITY OF NEW YORK

121 6TH AVE 6TH FLOOR
NEW YORK,NY10013 		NONE PC DISCRETIONARY 25,000

FUND FOR THE CITY OF NEW YORK

121 6TH AVE 6TH FLOOR
NEW YORK,NY10013 		NONE PC MATCHING 7,500

GEORGIA ASYLUM & IMMIGRATION NETWORK INC

229 PEACHTREE STREET NE
ATLANTA,GA30303 		NONE PC DISCRETIONARY 25,000

GEORGIA STATE UNIVERSITY FOUNDATION INC

PO BOX 3963
ATLANTA,GA30302 		NONE PC PROGRAM 700,000

GEORGIA WORKS

275 PRYOR ST SW
ATLANTA,GA30303 		NONE PC PROGRAM 50,000

GIVEDIRECTLY

PO BOX 3221
NEW YORK,NY10008 		NONE PC MATCHING 5,000

GIVING KITCHEN INITIATIVE INC

970 JEFFERSON ST NW SUITE 8
ATLANTA,GA30318 		NONE PC DISCRETIONARY 100,000

GIVINGDATA LLC

45 PROSPECT STREET
CAMBRIDGE,MA02139 		NONE PC SPONSORSHIPS 5,000

HANDS ON ATLANTA INC

600 MEANS STREET NW SUITE 100
ATLANTA,GA30318 		NONE PC MATCHING 1,030

HISPANIC SOCIETY OF AMERICA

613 W 155TH ST
NEW YORK,NY10032 		NONE PC MATCHING 24,554

HOLY SPIRIT CATHOLIC CHURCH

4465 NORTHSIDE DRIVE NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 25,000

HOLY SPIRIT CATHOLIC CHURCH

4465 NORTHSIDE DRIVE NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 25,000

HOLY SPIRIT CATHOLIC CHURCH

4465 NORTHSIDE DRIVE NW
ATLANTA,GA30327 		NONE PC MATCHING 5,000

HOLY SPIRIT CATHOLIC CHURCH

4465 NORTHSIDE DRIVE NW
ATLANTA,GA30327 		NONE PC MATCHING 6,000

HOLY SPIRIT PREPARATORY SCHOOL

4449 NORTHSIDE DRIVE NE
ATLANTA,GA30327 		NONE PC DISCRETIONARY 100,000

INTERNATIONAL RESCUE COMMITTEE INC

2305 PARKLAKE DR NE
ATLANTA,GA30345 		NONE PC PROGRAM 500,000

INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC

40 BURTON HILLS BOULEVARD SUITE 170
NASHVILLE,TN37215 		NONE PC GOIZUETA LEGACY SCHOLARSHIPS 314,730

KAIROS CHURCH

5855 RIVERSIDE DRIVE
ATLANTA,GA30327 		NONE PC MATCHING 12,500

KATES CLUB

1190 W DRUID HILLS DR NE SUITE T-80
ATLANTA,GA30329 		NONE PC DISCRETIONARY 50,000

LAAMISTAD INC

3434 ROSWELL RD NE
ATLANTA,GA30305 		NONE PC MATCHING 1,500

LITTLE WARRIOR FOUNDATION

PO BOX 2124
BROOKFIELD,WI53008 		NONE PC MATCHING 1,000

LOS NINOS PRIMERO INC

471 MOUNT VERNON HIGHWAY NE
SANDY SPRINGS,GA30328 		NONE PC PROGRAM 250,000

LUTZIE 43 FOUNDATION

2840 LANDING WAY
MARIETTA,GA30066 		NONE PC DISCRETIONARY 75,000

MAGDALEN HOUSE

4513 GASTON AVENUE
DALLAS,TX75246 		NONE PC MEMORIAL 500

MASSACHUSETTS FOUNDATION FOR HUMANITIES AND PUBLIC POLICY

66 BRIDGE STREET
NORTHHAMPTON,MA01060 		NONE PC DISCRETIONARY 75,000

MEAD SCHOOL

1095 RIVERBANK ROAD
STAMFORD,CT06903 		NONE PC DISCRETIONARY 25,000

MERIDIAN EDUCATIONAL RESOURCE GROUP INC

1353 GEORGE W BRUMLEY WAY SE
ATLANTA,GA30317 		NONE PC PROGRAM 300,000

MONASTERY OF THE HOLY SPIRIT

2625 HIGHWAY 212 SW
CONYERS,GA30094 		NONE PC DISCRETIONARY 50,000

MORRIS BRANDON ELEMENTARY SCHOOL FOUNDATION

2741 HOWELL MILL ROAD NW
ATLANTA,GA30327 		NONE PC MATCHING 1,500

NEW AMERICAN PATHWAYS

2300 HENDERSON MILL RD
ATLANTA,GA30345 		NONE PC MATCHING 10,000

NEXT GENERATION MEN AND WOMEN INC

352 UNIVERSITY AVE SW UNIT W105
ATLANTA,GA30310 		NONE PC PROGRAM 725,000

ONEGOAL

180 N WABASH AVE SUITE 800
CHICAGO,IL60601 		NONE PC PROGRAM 300,000

PEACE PREPARATORY ACADEMY

881 NORTH AVENUE
ATLANTA,GA30318 		NONE PC PROGRAM 100,000

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PC DISCRETIONARY 75,000

POWERUP SCHOLARSHIP FUND

608 WARWICK ST SE
ATLANTA,GA30316 		NONE PC DISCRETIONARY 250,000

PREMIER ACADEMY INC

399 MACEDONIA ROAD
ATLANTA,GA30354 		NONE PC PROGRAM 200,000

PRO BONO PARTNERSHIP OF ATLANTA

999 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PC DISCRETIONARY 25,000

PROJECT LEAD THE WAY INC

5939 CASTLE CREEK PARKWAY NORTH
DRIVE
INDIANAPOLIS,IN46250 		NONE PC PROGRAM 500,000

PUTNAM INDIAN FIELD SCHOOL

101 INDIAN FIELD RD
GREENWICH,CT06830 		NONE PC DISCRETIONARY 25,000

REFUGEE WOMENS NETWORK INC

500 S COLUMBIA DR
DECATUR,GA30030 		NONE PC PROGRAM 450,000

ROBERT W WOODRUFF ARTS CENTER INC

1280 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PC PROGRAM 5,000,000

RONALD MCDONALD HOUSE CHARITIES INC

110 NORTH CARPENTER STREET
CHICAGO,IL60607 		NONE PC DISCRETIONARY 100,000

ROXBURY LATIN SCHOOL INC

101 ST THERESA AVE
WEST ROXBURY,MA02132 		NONE PC DISCRETIONARY 125,000

SAVE THE MUSIC FOUNDATION

PO BOX 2096
NEW YORK,NY10108 		NONE PC PROGRAM 125,000

SCOTTDALE CHILD DEVELOPMENT

479 WARREN AVE PO BOX 904
SCOTTDALE,GA30079 		NONE PC PROGRAM 200,000

SOCIETY OF ST VINCENT DE PAUL GEORGIA

2050-C CHAMBLEE TUCKER ROAD
ATLANTA,GA30341 		NONE PC DISCRETIONARY 100,000

ST BENEDICTS EPISCOPAL DAY SCHOOL

2160 COOPER LAKE RD SE
SMYRNA,GA30080 		NONE PC MATCHING 1,000

ST CHARLES BORROMEO SCHOOL

3299 FAIRFAX DRIVE
ARLINGTON,VA22201 		NONE PC DISCRETIONARY 25,000

ST MARTINS EPISCOPAL SCHOOL INC

3110-A ASHFORD DUNWWODY RD
ATLANTA,GA30319 		NONE PC DISCRETIONARY 50,000

ST PIUS X CATHOLIC HIGH SCHOOL

2674 JOHNSON RD
ATLANTA,GA30345 		NONE PC DISCRETIONARY 25,000

STAR-C CORPORATION

1335-D CANTON ROAD
MARIETTA,GA30066 		NONE PC PROGRAM 250,000

TEACH FOR AMERICA INC

1360 PEACHTREE ST NE 1100
ATLANTA,GA30309 		NONE PC PROGRAM 500,000

THE COMMUNITY FOUNDATION FOR GREATER ATLANTA

191 PEACHTREE RD NE 1000
ATLANTA,GA30303 		NONE PC MATCHING 1,000

THE COMMUNITY FOUNDATION FOR GREATER ATLANTA

191 PEACHTREE RD NE 1000
ATLANTA,GA30303 		NONE PC MATCHING 1,000

THE POSSE FOUNDATION INC

101 MARIETTA ST NW SUITE 1040
ATLANTA,GA30303 		NONE PC PROGRAM 250,000

THE SCHOLARSHIP ACADEMY

500 BISHOP ST NW B2
ATLANTA,GA30318 		NONE PC PROGRAM 100,000

THE UNIVERSITY OF GEORGIA FOUNDATION

1 PRESS PLACE
ATHENS,GA30601 		NONE PC DISCRETIONARY 25,000

TRINITY VINEYARD

2270 DEFOOR HILLS ROAD
ATLANTA,GA30318 		NONE PC MATCHING 12,000

WATERSIDE SCHOOL

770 PACIFIC ST
STAMFORD,CT06902 		NONE PC DISCRETIONARY 25,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 25,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 50,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 50,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC DISCRETIONARY 250,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC ENDOWMENT 1,000,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC PROGRAM 1,000,000

WESTMINSTER SCHOOLS INC

1424 WEST PACES FERRY ROAD NW
ATLANTA,GA30327 		NONE PC MATCHING 2,500

YOUNG LIFE

420 N CASCADE AVENUE
COLORADO SPRINGS,CO80903 		NONE PC MATCHING 1,025

YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN ATLANTA INC

569 MARTIN LUTHER KING DRIVE NW
ATLANTA,GA30314 		NONE PC PROGRAM 1,000,000

YWCA OF GREATER ATLANTA

957 NORTH HIGHLAND AVENUE NE
ATLANTA,GA30306 		NONE PC PROGRAM 1,000,000
Total .................................right arrow 3a 33,722,139
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 22,459,451  
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 ............ 		    18 261,880  
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 22,721,331 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,721,331
(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 (2023)
Form 990-PF (2023)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE GOIZUETA FOUNDATION INC
 
Employer identification number

46-3022974
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE GOIZUETA FOUNDATION INC
  		Employer identification number
46-3022974
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE OLGA CASTELEIRO DE GOIZUETA CHARITABLE LEAD ANNUITY TRUST
 
4401 NORTHSIDE PARKWAY STE 400
 
ATLANTA, GA303273057

$ 408,059


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE GOIZUETA FOUNDATION INC
  		Employer identification number

46-3022974
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE GOIZUETA FOUNDATION INC
  		Employer identification number

46-3022974
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES - ACCOUNTING 86,848 43,424   43,424

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS AND BOND FUNDS 23,933,268 22,363,580

TY 2023 InvestmentsCorpStockSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK - OTHER 69,007,996 86,258,818
CORPORATE STOCK - COCA COLA CO COM 282,414,586 571,882,355

TY 2023 InvestmentsGovtObligationsSch
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
US Government Securities - End of Year Book Value:

5,353,839
US Government Securities - End of Year Fair Market Value:

5,041,840
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AND ETFS, REAL ESTATE FUNDS AT COST 28,925,983 32,327,091

TY 2023 LegalFeesSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES - LEGAL 4,105 0   4,105


TY 2023 OtherAssetsSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OLYMPIC MEMORABILIA 2,014,245 2,014,245 2,014,245


TY 2023 OtherExpensesSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX EXEMPT ORGANIZATION DUES AND MEMBERSHIPS 67,579 0   67,579
DUES AND SUBSCRIPTIONS 34,439 3,443   30,996
SCHOLARSHIP MANAGEMENT 10,174 0   10,174
LICENSES AND REGISTRATIONS 223 0   223
NON-CAPITAL EQUIPMENT 12,392 0   12,392
POSTAGE AND DELIVERY 632 0   632
INSURANCE 24,374 2,437   21,937
INTERNET 10,394 0   10,394
SECURITY 408 0   408
OFFICE MAINTENANCE 20,766 2,076   18,690
SUPPLIES 11,143 0   11,143
PAYROLL FEES 5,670 566   5,104
GALLERY DEVELOPMENT 1,005 0   1,005
MISCELLANEOUS EXPENSE 899 0   899
AMORTIZATION EXPENSE 19,065 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES - INVESTMENT MANAGEMENT 432,757 432,757   0
STRATEGIC PLANNING 62,712 0   62,712
COMPUTER CONSULTANT 633 0   633
TECHNOLOGY AND IT SERVICES 173 0   173


TY 2023 TaxesSchedule
Name:
THE GOIZUETA FOUNDATION INC
EIN:
46-3022974
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 64,819 8,837   55,982
FEDERAL NII EXCISE TAX 290,000 0   0
FOREIGN TAXES WITHHELD ON NET INVESTMENT INCOME 0 41,780   0