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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE SCOTT HUDGENS FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3425 DULUTH PARK LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULUTH, GA300963259
A Employer identification number

58-2513020
B Telephone number (see instructions)

(770) 813-8817
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$98,913,557J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,057,578 1,057,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,600,509
b Gross sales price for all assets on line 6a 2,600,509
7 Capital gain net income (from Part IV, line 2)... 2,600,509
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)....... Click to see attachment
List of Attached Documents:
// Content
2,322,356 1,095,442  
12 Total. Add lines 1 through 11........ 5,980,443 4,753,529  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 186,000 151,776   34,224
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,698 1,698   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
86,445 86,445   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
75,078 15,078   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
671,278 671,278   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,020,499 926,275   34,224
25 Contributions, gifts, grants paid....... 4,997,700 4,997,700
26 Total expenses and disbursements. Add lines 24 and 25 6,018,199 926,275   5,031,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,756
b Net investment income (if negative, enter -0-) 3,827,254
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 42,088 98,000 98,000
2 Savings and temporary cash investments......... 3,261,133 4,252,191 4,252,191
3 Accounts receivable right arrow9,046
Less: allowance for doubtful accounts right arrow     9,046 9,046
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 arrow214,071
Less: allowance for doubtful accounts right arrow0 275,905 214,071 214,071
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 27,743 29,611 29,611
10a Investments—U.S. and state government obligations (attach schedule) 4,576,685 Click to see attachment
List of Attached Documents:
// Content
2,610,096 		2,621,636
b Investments—corporate stock (attach schedule)....... 22,264,614 Click to see attachment
List of Attached Documents:
// Content
21,020,085 		31,376,949
c Investments—corporate bonds (attach schedule)....... 1,771,796 Click to see attachment
List of Attached Documents:
// Content
3,626,118 		3,165,304
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,282,745 Click to see attachment
List of Attached Documents:
// Content
27,585,771 		57,146,749
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,502,709 59,444,989 98,913,557
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 75,343 55,379
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)......... 75,343 55,379
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 59,427,366 59,389,610
29 Total net assets or fund balances (see instructions)..... 59,427,366 59,389,610
30 Total liabilities and net assets/fund balances (see instructions). 59,502,709 59,444,989
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
59,427,366
2
Enter amount from Part I, line 27a .....................
2
-37,756
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
59,389,610
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
59,389,610
Form 990-PF (2024)
Form 990-PF (2024)
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 UBS - SALES OF SECURITIES P    
b CAPITAL GAINS FROM VARIOUS K-1S P    
c GAIN ON INSTALLMENT SALE P    
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 1,106,197     1,106,197
b 1,474,348     1,474,348
c 19,964     19,964
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       1,106,197
b       1,474,348
c       19,964
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,600,509
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 53,199
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 53,199
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 53,199
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 63,689
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 63,689
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
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 10,487
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,487 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2024 or the taxable year beginning in 2024? 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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.HUDGENSFOUNDATION.ORG
14
The books are in care ofright arrowBROGDON CONSULTING INC Telephone no.right arrow (770) 813-8111

Located atright arrow3425 DULUTH PARK LANEDULUTHGA ZIP+4right arrow30096
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DALLAS S HUDGENS III CHAIRMAN, DIRECTOR
2.00 		0 0 0
402 E JEFFERSON STREET
FALLS CHURCH,VA22046
WILLIAM A BROGDON EXEC. DIR.
8.00 		186,000 0 0
3425 DULUTH PARK LANE
DULUTH,GA30096
D COLE HUDGENS DIRECTOR
1.00 		0 0 0
3425 DULUTH PARK LANE
DULUTH,GA30096
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
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 (2024)
Form 990-PF (2024)
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
42,808,489
b
Average of monthly cash balances.......................
1b
80,857
c
Fair market value of all other assets (see instructions)................
1c
57,360,820
d
Total (add lines 1a, b, and c).........................
1d
100,250,166
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
100,250,166
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,503,752
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
98,746,414
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,937,321
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
4,937,321
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
53,199
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
53,199
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,884,122
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,884,122
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
4,884,122
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
5,031,924
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
5,031,924
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,884,122
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 79,472
d From 2022...... 413,459
e From 2023...... 875,562
f Total of lines 3a through e ........ 1,368,493
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,031,924
a Applied to 2023, 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 2024 distributable amount..... 4,884,122
e Remaining amount distributed out of corpus 147,802
5 Excess distributions carryover applied to 2024. 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 1,516,295
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,516,295
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 79,472
c Excess from 2022.... 413,459
d Excess from 2023.... 875,562
e Excess from 2024.... 147,802
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NA
3425 DULUTH PARK LANE
DULUTH,GA30096
(770) 813-8817
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE
cAny submission deadlines:
SEE WEBSITE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE
Form 990-PF (2024)
Form 990-PF (2024)
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

ACLU FOUNDATION OF GEORGIA INC

PO BOX 570738
ATLANTA,GA30357 		  PC DESIG FOR THE WORK TO PROTECT VOTERS' RIGHTS 25,000

ADDICTION ALLIANCE OF GEORGIA

15251 PLEASANT VALLEY RD
CENTER CITY,MN55012 		  PC DESIG TO SUPPORT THE GEORGIA MEDICAL IMMERSION PROGRAM 50,000

ALZHEIMER'S DISEASE AND RELATED DISORDER

41 PERIMETER CENTER EAST SUITE 550
ATLANTA,GA30346 		  PC DESIG TO SUPPORT PROGRAMS AND SERVICES FOR THOSE STRUGGLING WITH ALZHEIMER'S AND RELATED DEMENTIAS 25,000

AMERICAN CANCER SOCIETY INC

PO BOX 105455
ATLANTA,GA30348 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR HOPE LODGE CANCER PATIENT ACCOMODATIONS IN ATLANTA, GA 100,000

ANNANDALE AT SUWANEE

3500 ANNANDALE LN
SUWANEE,GA30024 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR THE SKILLED NURSING CENTER 100,000

ASIAN AMERICANS ADVANCING JUSTICE - ATLANTA

5680 OAKBROOK PKWY STE 148
NORCROSS,GA30093 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

ATLANTA COMMUNITY FOOD BANK INC

3400 NORTH DESERT DRIVE
ATLANTA,GA30344 		  PC DESIG FOR FUNDING THE COMMUNITYY FOOD CNTR INITIATIVE IN GWINNETT CO. 50,000

ATLANTA HISTORICAL SOCIETY DBA ATLANTA HISTORY CENTER

130 WEST PACES FERRY RD NW
ATLANTA,GA30305 		  PC DESIG TO SUPPORT THEIR FINEST HOUR: ATLANTANS IN WORLD WAR II EXHIBIT 50,000

ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP INC

233 PEACHTREE ST NE STE 800
ATLANTA,GA30303 		  PC DESIG FOR THE CLOSING THE GAP VETERANS HOUSING PROG; DESIG FOR THE GENERAL OPERATING FUND 65,000

ATLANTA RONALD MCDONALD HOUSE CHARITIES INC

795 GATEWOOD RD NE
ATLANTA,GA30329 		  PC DESIG TO SUPPORT ADOPT-A-FAMILY PROGRAM 25,000

AURORA THEATRE INC

PO BOX 2014
LAWRENCEVILLE,GA30046 		  PC DESIG TO SUPPORT THE SUMMER CAMP PROGRAM WITH SCHOLARSHIPS FOR KIDS 10,000

BOY WITH A BALL MINISTRIES

PO BOX 748
BUFORD,GA30518 		  PC DESIG FOR THE VELOCITY PROGRAM IN GWINNETT CO 25,000

CAMP KUDZU INC

8601 DUNWOODY PLACE STE 508
ATLANTA,GA30350 		  PC DESIG TO SUPPORT CAMP SCHOLARSHIPS FOR KIDS WITH TYPE 1 DIABETES 10,000

CHAMPIONS COMMUNITY FOUNDATION INC

2850 OLD ALABAMA RD
JOHNS CREEK,GA30022 		  PC DESIG AS SUPPORT FOR PROGRAMS FOR PHYSICALLY DISABLED YOUNG ADULTS 25,000

CHILDREN'S HEALTHCARE OF ATLANTA - AFLAC CANCER & BLOOD DISORDERS CENTER

1575 NORTHEAST EXPRESSWAY
ATLANTA,GA30329 		  PC DESIG AS FUNDING TO SUPPORT DR. SHARON CASTELLINO'S CLINICAL LEUKEMIA & LYMPHOMA CANCER CENTER RESEARCH PROGRAM (IN MEMORY OF MSH & MRH) 450,000

CITY OF REFUGE INC

1300 JOSEPH E BOONE BOULEVARD
ATLANTA,GA30314 		  PC DESIG TO SUPPORT YOUTH, WORKFORCE, AND SUBSTANCE ABUSE PROGRAMS FOR THOSE EXPERIENCING HOMELESSNESS 50,000

CLARKSTON COMMUNITY HEALTH CENTER INC

3700 MARKET STREET SUITE E1
CLARKSTON,GA30021 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR COMPREHENSIVE PRIMARY & SPECIALTY HEALTHCARE FOR UNINSURED INDIVIDUALS 25,000

COMMUNITY FOUNDATION FOR NORTHEAST GEORGIA

6500 SUGARLOF PARKWAY SUITE 220
DULUTH,GA30097 		  PC DESIG FOR SPECIFIED GRANTS FOR THE SCOTT HUDGENS FAMILY FOUNDATION DONOR ADVISED FUND 1,250,200

CORNERS OUTREACH INC

1854 SHACKLEFORD COURT STE 100
NORCROSS,GA30093 		  PC DESIG TO SUPPORT CO-LAB VOCATIONAL & WORKFORCE TRAINING FOR HIGH SCHOOL STUDENTS 25,000

CREATIVE ENTERPRISES INC

410 PILGRIM MILL RD
CUMMING,GA30040 		  PC DESIG TOWARD THE FORSYTH CAMPUS BUILDING CAMPAIGN 100,000

EMMAUS HOUSE

1017 HAWK AARON DR SW
ATLANTA,GA30315 		  PC DESIG TO SUPPORT CRISIS SERVICES PROGRAMS 25,000

EMORY UNIVERSITY

1440 CLIFTON ROAD NE STE 170
ATLANTA,GA30322 		  PC DESIG FOR EMORY HEALTHCARE VETERANS PROGRAM AS SUPPORT FOR MENTAL HEALTH CARE AND TREATMENT PROGRAMS FOR VETERANS AND SERVICE MEMBERS 100,000

EMPTY STOCKING FUND

693 HUMPHRIES ST SW
ATLANTA,GA30310 		  PC DESIG AS FUNDING TO SUPPLY TOYS & GFTS TO LOW-INCOME CHILDREN DURING THE HOLIDAYS 35,000

EQUALITY FOUNDATION OF GEORGIA

1530 DEKALB AVENUE STE A
ATLANTA,GA30307 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

FAMILIES FIRST INC

80 JOSEPH E LOWERY BOULEVARD NW
ATLANTA,GA30314 		  PC DESIG AS SUPPORT FOR CHISPA EARLY LEARNING PROGRAM 25,000

FOUNDATION OF WESLEY WOODS

1817 CLIFTON ROAD NE
ATLANTA,GA30329 		  PC DESIG FOR MENTAL HEALTH SERVICES AT WESLEY WOODS' BRANAN TOWERS 62,500

FRIENDS OF REFUGEES INC

PO BOX 548
CLARKSTON,GA30021 		  PC DESIG TO SUPPORT EDUCATION, EMPLOYMENT & WELL-BEING PROGRAMS FOR REFUGEES 25,000

GALEO LATINO COMMUNITY DEVELOPMENT FUND INC

PO BOX 29506
ATLANTA,GA30359 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

GEORGIA CENTER FOR OPPORTUNITY INC

333 RESEARCH COURT SUITE 210
PEACHTREE CORNERS,GA30092 		  PC DESIG TO FUND BETTER WORK GWINNETT INITIATIVE, PROVIDING STAFFING & TECHNOLOGY SUPPORT TO HELP THE CHRONICALLY UNEMPLOYED FIND WORK 20,000

GEORGIANS FOR A HEALTHY FUTURE INC

50 HURT PLAZA SE
ATLANTA,GA30303 		  PC DESIG TO SUPPORT THE ENROLLMENT INITIATIVE, ASSISTING APPLICANTS WITH MEDICARE OR INSURANCE COVERAGE 10,000

GILGAL INC

541 MOBILE AVENUE
ATLANTA,GA30315 		  PC DESIG AS SUPPORT FOR RECOVERY AND WORKPLACE DEVELOPMENT PROGRAM 25,000

GOOD SAMARITAN HEALTH CENTER OF GWINNETT

5949 BUFORD HWY
NORCROSS,GA30071 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR MEDICAL & DENTAL SERVICES FOR POOR & UNINSURED FAMILIES 50,000

GWINNETT CHILDREN'S SHELTER INC

3850 TUGGLE RD
BUFORD,GA30519 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR HOME OF HOPE AT GWINNETT CHILDREN'S SHELTER 50,000

GWINNETT COUNCIL FOR THE ARTS DBA HUDGENS CENTER FOR ART & LEARNING

6400 SUGARLOAF PKWY BLDG 300
DULUTH,GA30097 		  PC DESIG TO SUPPORT THE HUDGENS PRIZE 65,000

HOPE INC (HELPING OTHER PEOPLE BE EMPOWERED)

PO BOX 3166
DULUTH,GA30096 		  PC DESIG AS GENERAL OPERATING FUNDS TO HELP WITH CHALLENGE GRANT 25,000

HABITAT FOR HUMANITY OF HALLY COUNTY

2380 MURPHY BLVD
GAINESVILLE,GA30503 		  PC DESIG TO SUPPORT THE AGING IN PLACE HOME REPAIRS MINISTRY 20,000

HELPING HANDS OF PAULDING COUNTY INC

PO BOX 1130
DALLAS,GA30132 		  PC DESIG TO SUPPORT HAND IN HAND CAMPAIGN FOR NEW FACILITY 35,000

HI HOPE SERVICE CENTER

882 HI-HOPE ROAD
LAWRENCEVILLE,GA30043 		  PC DESIGN AS OPERATIONAL SUPPORT FOR RESIDENTIAL GROUP HOMES FOR DEVELOPMENTALLY DISABLED ADULTS 100,000

HOPE CLINIC INC

121 LANGLEY DRIVE
LAWRENCEVILLE,GA30046 		  PC DESIG FOR PROGRAMS FOR LOW-INCOME & CHRONICALLY ILL PATIENTS 50,000

IMPACT 46 INC

PO BOX 565
LAWRENCEVILLE,GA30046 		  PC DESIG AS SUPPORT FOR SUMMER OF IMPACT PROGRAM FOR HIGH SCHOOL STUDENTS, PROVIDING WORKFORCE DEVELOPMENT AND PAID INTERNSHIPS 25,000

ISERVE MINISTRIES INC

246 BUROAK DR
JEFFERSON,GA30549 		  PC DESIG FOR THE BAGS OF LOVE PROGRAM 20,000

JUNIOR ACHIEVEMENT OF GEORGIA INC

275 NORTHSIDE DRIVE NW BLDG C 3RD
FLR
ATLANTA,GA30314 		  PC DESIG FOR THE 3DE INITIATIVE IN GWINNETT CO SCHOOLS 50,000

LATIN AMERICAN ASSOCIATION INC

2750 BUFORD HWY NE
ATLANTA,GA30324 		  PC DESIG TO SUPPORT THE FAMILY SERVICES & WELL-BEING PROGRAM; DESIG TOWARD LEGAL SERVICES FOR IMMIGRATION 35,000

LEAP FOR LITERACY INC

6500 MCDONOUGH DR STE A-4
NORCROSS,GA30093 		  PC DESIG AS FUNDS TO SUPPORT THE READ & ROLL LITERACY PROGRAM FOR AT-RISK CHILDREN 35,000

LEKOTEK OF GEORGIA INC

1901 MONTREAL ROAD SUITE 126
TUCKER,GA30084 		  PC DESIG AS FUNDING FOR SCHOLARSHIPS & ADDITIONAL INVENTORY OF ADAPTED TOYS AND TECHNOLOGY FOR CHILDREN WITH DISABILITIES 30,000

LETTUM EAT INC

1860 MEADOWCHASE CT
SNELLVILLE,GA30078 		  PC DESIG AS FUNDING FOR MODULAR PRODUCTION KITCHENS (MPKS) 35,000

LIGHTHOUSE FAMILY RETREAT

2555 NORTHWINDS PKWY STE 800
ALPHARETTA,GA30009 		  PC DESIG AS FUNDING FOR RETREAT FOR FAMILIES NEEDING SUPPORT DURING THEIR BATTLE WITH CHILDHOOD CANCER 10,000

LOST-N-FOUND YOUTH INC

2585 CHANTILLY DR NE
ATLANTA,GA30324 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

MIDTOWN ASSISTANCE CENTER INC

613 SPRING ST NW
ATLANTA,GA30308 		  PC DESIG TO SUPPORT THE MAC ASSISTANCE PROGRAMS 10,000

MOSAIC GEORGIA INC

PO BOX 1329
DULUTH,GA30096 		  PC DESIG TO SUPPORT COMMERCIAL SEXUAL EXPLOITATION OF CHILDREN (CSEC) PROGRAM 50,000

MOTHERS ADVOCACY PROJECT INC

7000 PEACHTREE DUNWOODY RD BLDG 6
STE 300
ATLANTA,GA30328 		  PC DESIG AS SUPPORT FOR FOUNDATIONS ADVOCATE STAFF MEMBER 25,000

NEIGHBORHOOD MEALS ON WHEELS INC

PO BOX 921512
NORCROSS,GA30010 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR FOOD DELIVERY PROGRAM FOR SENIORS 50,000

NEW AMERICAN PATHWAYS INC

2300 HENDERSON MILL RD STE 100
ATLANTA,GA30345 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

NEW LIFE TECHNOLOGY GROUP INC

253 GROGAN DR STE 120
DAWSONVILLE,GA30534 		  PC DESIG AS FUNDS FOR REFURBISHING DONATED COMPUTERS FOR LOW-INCOME STUDENTS 15,000

NEXT GENERATION FOCUS INC

2500 BEAVER RUIN RD
NORCROSS,GA30071 		  PC DESIG AS FUNDING FOR SMARTERME ACADEMIC & YOUTH DEVELOPMENT LEADERSHIP PROGRAM FOR AT-RISK STUDENTS 25,000

NO LONGER BOUND INC

2725 PINE GROVE RD
CUMMING,GA30041 		  PC DESIG AS FUNDING TOWARD THE BUILDING OF TRANSITION HOUSE 25,000

NORTH GWINNETT CO-OP

4395 COMMERCE DRIVE
BUFORD,GA30519 		  PC DESIG FOR THE FOOD PROGRAM & FINANCIAL ASSISTANCE PROGRAM IN GWINNETT CO; DESIG FOR THE GENERAL OPERATING FUND 70,000

OPERATION ONE VOICE

7742 SPALDING DRIVE 583
NORCROSS,GA30092 		  PC DESIG AS SUPPORT FOR FAMILIES OF WOUDED & FALLEN SPECIAL OPS. FORCES; (A) HONOR RIDE $20,000 (B) REHAB-FITNESS BIKES $10,000 (C) OPERATION SAINT NICK $10,000 (D) IMMEDIATE CARE PROGRAM $15,000 55,000

PEACHTREE CHRISTIAN HEALTH

3090 PREMIER PKWY STE 400
DULUTH,GA30097 		  PC DESIG. FOR THE HEART2HEART CAREGIVING SUPPORT FUND 75,000

PIEDMONT ATHENS REGIONAL FOUNDATION INC

1199 PRINCE AVENUE
ATHENS,GA30606 		  PC DESIG FOR THE PEDIATRIC REHABILITATION PROGRAM 40,000

POSITIVE IMPACT HEALTH CENTERS INC

3350 BRECKENRIDGE BLVD STE 200
DULUTH,GA30096 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

RAINBOW VILLAGE INC

3427 DULUTH HIGHWAY 120
DULUTH,GA30096 		  PC DESIG TO SUPPORT "BUILDING HOMES, BUILDING HOPE" CAPITAL CAMPAIGN 450,000

REACH OUT AND READ GEORGIA

145 OLD SANDHURST LANDING
JOHNS CREEK,GA30022 		  PC DESIG AS FUNDING TO PARTNER WITH MEDICAL COMMUNITY PROFESSIONALS TO PROVIDE BOOKS & LITERACY MATERIALS TO YOUNG CHILDREN 35,000

REFUGEE WOMEN'S NETWORK INC

500 S COLUMBIA DR
DECATUR,GA30030 		  PC DESIG FOR THE GENERAL OPERATING FUND 10,000

RESTORATION ATLANTA MISSION INC

2836 SPRINGDALE RD SW
ATLANTA,GA30315 		  PC DESIG FOR THE CHILD DEVELOPMENT PROGRAM 10,000

SALVATION ARMY

3455 SUGARLOAF PKWY
LAWRENCEVILLE,GA30044 		  PC DESIG FOR THE HOME SWEET HOME GWINNETT RAPID RE-HOUSING PROG 60,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC DESIG TO SUPPORT US DISASTER RELIEF IN WESTERN CAROLINA 25,000

SANDY SPRINGS MISSION INC

850 MOUNT VERNAN HIGHWAY
SANDY SPRINGS,GA30327 		  PC DESIG TO SUPPORT THE PATH TO COLLEGE PROGRAM FOR LATINO STUDENTS 25,000

SCLC WOMEN INC

328 AUBURN AVENUE NW
ATLANTA,GA30303 		  PC DESIG FOR THE BUILDING RENOVATION CONDITION ASSESSMENT 10,000

SECOND HELPINGS ATLANTA INC

970 JEFFERSON ST NW STE 5
ATLANTA,GA30318 		  PC DESIG TO SUPPORT FOOD RESCUE NETWORK 25,000

SIDE BY SIDE BRAIN INJURY CLUBHOUSE INC

1001 MAIN ST
STONE MOUNTAIN,GA30083 		  PC DESIG AS FUNDING TO SUPPORT THE DAY PROGRAM FOR ADULT SURVIVORS OF PEDIATRIC BRAIN INJURY 25,000

SIGHT SAVERS AMERICA INC

337 BUSINESS CIRCLE
BIRMINGHAM,AL35124 		  PC DESIG AS GENERAL OPERATING SUPPORT FOR VISION SERVICES FOR UNDERSERVED CHILDREN 25,000

SOJOURN MINISTRIES INC DBA NAVIGATE RECOVERY GWINNETT

52 GWINNETT DRIVE SUITE A
LAWRENCEVILLE,GA30046 		  PC DESIG TO SUPPORT THE LIGHTWAY RECOVERY PROGRAM 45,000

SOLOMONS TEMPLE FOUNDATION INC

2836 SPRINGDALE ROAD SW
ATLANTA,GA30315 		  PC DESIG AS SUPPORT FOR PROGRAMS PROVIDING TEMPORARY HOUSING & SUPPORT SERVICES FOR HOMELESS WOMEN & CHILDREN 10,000

SOUTHEASTERN RAILWAY MUSEUM

3595 BUFORD HIGHWAY
DULUTH,GA30096 		  PC DESIG TO SUPPORT THE REMAINING NEEDS OF THE FAST TRACK TO THE FUTURE CAPITAL CAMPAIGN 50,000

SPECIAL NEEDS SCHOOLS OF GWINNETT INC

660 DAVIS ROAD
LAWRENCEVILLE,GA30046 		  PC DESIG AS FUNDS FOR POSITION OF STUDENT SUPPORT SPECIALIST DEVELOPMENT CENTER 25,000

THE EXTENSION INC

1507 CHURCH STREET
MARIETTA,GA30061 		  PC DESIG TO SUPPORT RESIDENTIAL ADDICTION TREATMENT SERVICES 50,000

TUMBLING WATERS SOCIETY OF JACKSON COUNTY

PO BOX 164
JEFFERSON,GA30549 		  PC DESIG FOR THE ELIJAH VEAL LOG CABIN PROJECT 40,000

URBAN LEAGUE OF GREATER ATLANTA INC

230 PEACHTREE ST NE STE 2600
ATLANTA,GA30303 		  PC DESIG TO SUPPORT THE PROJECT READY PROGRAM 10,000

WELLROOT FAMILY SERVICES

1967 LAKESIDE PKWY STE 400
TUCKER,GA30084 		  PC DESIG TO EXPAND THE HEALTHY FAMILIES PROGRAM 20,000

WELLSPRING LIVING

1040 BOULEVARD SE SUITE M
ATLANTA,GA30312 		  PC DESIG TO SUPPORT THE GIRLS' RESIDENTIAL PROGRAM 100,000

WYLDE CENTER INC

435 OAKVIEW RD
DECATUR,GA30030 		  PC DESIG TO HELP TO MEET CHALLENGE GRANT FOR BUILDING RENOVATION 25,000
Total .................................right arrow 3a 4,997,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,057,578  
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 .....     16 1,095,442  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,600,509  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBTI - PARTRIDGE GREENE, INC. 		  1,226,703      
bUBTI - VARIOUS K-1   211      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,226,914 4,753,529 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,980,443
(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 (2024)
Form 990-PF (2024)
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
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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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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JERRY M. LOGAN, CPA - TAX AND ACCOUNTING CONSULTING 44,550 44,550   0
BENNETT THRASHER LLP - AUDIT AND TAX PREPARATION 41,895 41,895   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Name of Bond End of Year Book Value End of Year Fair Market Value
ACCRUED INTEREST 52,756 52,756
UBS INVESTMENTS 3,573,362 3,112,548

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Name of Stock End of Year Book Value End of Year Fair Market Value
UBS INVESTMENTS 21,020,085 31,376,949

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
US Government Securities - End of Year Book Value:

2,610,096
US Government Securities - End of Year Fair Market Value:

2,621,636
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN PARTRIDGE GREENE, INC. AT COST 829,274 7,684,972
INVESTMENT IN HOG MOUNTAIN PROPERTIES, LLC AT COST 15,003,284 20,533,828
INVESTMENT IN SHFF DULUTH, LLC AT COST 11,753,213 28,927,949

TY 2024 LegalFeesSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAYLOR ENGLISH DUMA, LLC - GENERAL LEGAL 280 280   0
MILLER & MARTIN PLLC 1,418 1,418   0


TY 2024 OtherExpensesSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGE 360 360   0
INVESTMENT ADVISORY FEES 214,660 214,660   0
LAND MAINTENANCE COSTS - FROM K-1 208,602 208,602   0
OFFICE SUPPLIES 50 50   0
OTHER PROFESSIONAL FEES 1,197 1,197   0
PASSTHROUGH EXPENSES FROM HOG MOUNTAIN K-1 243,589 243,589   0
POSTAGE AND DELIVERY 2,820 2,820   0


TY 2024 OtherIncomeSchedule2
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM VARIOUS K-1S 1,011,544 1,011,544 1,011,544
HOG MOUNTAIN PROPERTIES, LLC 83,898 83,898 83,898
UBTI - PARTRIDGE GREENE, INC. 1,226,703 0 1,226,703
UBTI - VARIOUS K-1 211 0 211


TY 2024 TaxesSchedule
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS TAXES AND LICENSES 30 30   0
FOREIGN TAXES 15,048 15,048   0
FEDERAL EXCISE TAX 60,000 0   0


TY 2024 TransfersFrmControlledEntities
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Name US /
Foreign Address		 EIN Description Amount
PARTRIDGE GREENE INC 3425 DULUTH PARK LANE
DULUTH,GA30096 		58-1243968 CASH - CAPITAL DISTRIBUTION 0
HOG MOUNTAIN PROPERTIES LLC 3425 DULUTH PARK LANE
DULUTH,GA30096 		26-1569206 CASH DISTRIBUTION 2,725,600
Total     6,064,100

TY 2024 TransfersToControlledEntities
Name:
THE SCOTT HUDGENS FAMILY
 
FOUNDATION INC
EIN:
58-2513020
Name US /
Foreign Address		 EIN Description Amount
SHFF DULUTH LLC 3425 DULUTH PARK LANE
DULUTH,GA30096 		61-1719881 CASH - CAPITAL CONTRIBUTION 297,000
HOG MOUNTAIN PROPERTIES LLC 3425 DULUTH PARK LANE
DULUTH,GA30096 		26-1569206 CASH - CAPITAL CONTRIBUTION 2,725,600
Total     3,022,600