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
GEORGIA HEALTH INITIATIVE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1075 PEACHTREE ST NE 3650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30309
A Employer identification number

58-2418091
B Telephone number (see instructions)

(404) 653-0990
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$139,912,799J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,572,914 3,538,384  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,787,980
b Gross sales price for all assets on line 6a 282,831,242
7 Capital gain net income (from Part IV, line 2)... 10,020,506
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........ 13,360,894 13,558,890  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 559,319 55,932   503,387
14 Other employee salaries and wages...... 789,424 78,942   748,707
15 Pension plans, employee benefits....... 369,996 37,000   301,336
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
28,198 0   17,292
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,485 40,243   39,047
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,581,881 2,279,280   361,947
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
294,301 8,724   78,513
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
80,500 7,951  
20 Occupancy.............. 115,647 11,565   104,082
21 Travel, conferences, and meetings....... 158,310 15,831   138,540
22 Printing and publications.......... 8,563 0   8,563
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
345,455 10,003   349,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,412,079 2,545,471   2,651,022
25 Contributions, gifts, grants paid....... 4,282,480 3,939,940
26 Total expenses and disbursements. Add lines 24 and 25 9,694,559 2,545,471   6,590,962
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,666,335
b Net investment income (if negative, enter -0-) 11,013,419
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.............      
2 Savings and temporary cash investments......... 17,654,559 2,450,415 2,450,415
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.......... 64,199 52,314 52,314
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 63,114,197 Click to see attachment
List of Attached Documents:
// Content
56,474,055 		56,474,055
c Investments—corporate bonds (attach schedule)....... 13,659,572 Click to see attachment
List of Attached Documents:
// Content
25,230,333 		25,230,333
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).......... 32,069,163 Click to see attachment
List of Attached Documents:
// Content
50,515,088 		50,515,088
14 Land, buildings, and equipment: basis right arrow1,733,718
Less: accumulated depreciation (attach schedule) right arrow93,679 118,672 Click to see attachment
List of Attached Documents:
// Content
1,640,039 		1,640,039
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,665,032 		Click to see attachment
List of Attached Documents:
// Content
3,550,555 		Click to see attachment
List of Attached Documents:
// Content
3,550,555
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 138,345,394 139,912,799 139,912,799
Liabilities 17 Accounts payable and accrued expenses.......... 202,344 346,395
18 Grants payable................. 207,989 421,595
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) Click to see attachment
List of Attached Documents:
// Content
312,312 		Click to see attachment
List of Attached Documents:
// Content
2,301,304
23 Total liabilities (add lines 17 through 22)......... 722,645 3,069,294
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........... 137,514,082 136,843,505
25 Net assets with donor restrictions............ 108,667 0
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)..... 137,622,749 136,843,505
30 Total liabilities and net assets/fund balances (see instructions). 138,345,394 139,912,799
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
137,622,749
2
Enter amount from Part I, line 27a .....................
2
3,666,335
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
62,893
4
Add lines 1, 2, and 3 ..........................
4
141,351,977
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,508,472
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
136,843,505
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 INVESTMENT PORTFOLIO P    
b PASS-THRU FROM ALTERNATIVE INVESTMENTS P    
c TAX BASIS ADJUSTMENT ON K-1 SHARE SALES 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 281,151,476   271,363,496 9,787,980
b 1,679,766     1,679,766
c     1,447,240 -1,447,240
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       9,787,980
b       1,679,766
c       -1,447,240
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 10,020,506
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) 1 153,087
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........................... 3 153,087
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- ..... 5 153,087
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 296,729
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 170,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 466,729
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 0
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 10 313,642
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow313,642 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 .............
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 arrowHTTPS://WWW.GEORGIAHEALTHINITIATIVE.ORG
14
The books are in care ofright arrowKRISTEN KLEIN DAVIS Telephone no.right arrow (404) 653-0990

Located atright arrow1075 PEACHTREE ST NE 3650ATLANTAGA ZIP+4right arrow30309
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)
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 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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
NICOLA DAWKINS-LYN BOARD CHAIR
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
KAVANAUGH CHANDLER VICE CHAIR
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
ROB WYNN TREASURER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
THOMAS SMYTH SECRETARY
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
KEISHA CALLINS BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
ANITA BARKIN BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
BETSY COLLINS BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
KATE FINLEY BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
NATALIE HERNANDEZ BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
LAURA REGISTER BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
CHRIS REYNOLDS BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
LIZANN ROBERTS BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
CHET SHAH BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
SEAN SULLIVAN BOARD MEMBER
1.00 		0 0 0
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
DAVIS KRISTEN PRESIDENT
40.00 		333,969 91,555 1,308
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
TROY JOHNSON CFO - CHIEF FINANCIAL & OPERATIONS OFF
40.00 		225,350 23,827 1,811
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
5 CHARITABLE SUPPORT PERSONNEL CHARITABLE SUPPORT P
40.00 		547,055 153,208 6,642
1075 PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309
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
CEVIAN CAPITAL INVESTMENT MANAGEMENT 613,833
2639 N DOWNDER AVENUE
MILWAUKEE,WI53211
SPITFIRE STRATEGIES LLC CONSULTING 360,000
2300 N STREET NW SUITE 610
WASHINGTON,DC20037
HUDSON BAY CAPITAL INVESTMENT MANAGEMENT 167,836
290 HARBOR DR 3RD FLOOR
STAMFORD,CT06902
TACONIC CAPITAL INVESTMENT MANAGEMENT 117,058
280 PARK AVENUE 5TH FLOOR
NEW YORK,NY10017
VARADERO CAPITAL INVESTMENT MANAGEMENT 107,994
66 HUDSON BLVD EAST 33RD FLOOR
NEW YORK,NY10001
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
139,802,654
b
Average of monthly cash balances.......................
1b
675,664
c
Fair market value of all other assets (see instructions)................
1c
88,658
d
Total (add lines 1a, b, and c).........................
1d
140,566,976
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
140,566,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,108,505
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
138,458,471
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,922,924
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,922,924
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
153,087
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,595
c
Add lines 2a and 2b............................
2c
162,682
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,760,242
4
Recoveries of amounts treated as qualifying distributions................
4
615,376
5
Add lines 3 and 4............................
5
7,375,618
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
7,375,618
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
6,590,962
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
1,441,681
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
8,032,643
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 7,375,618
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,432,756
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......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 8,032,643
a Applied to 2023, but not more than line 2a 5,432,756
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..... 2,599,887
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		4,775,731
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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:
GRANTS MANAGER
1075 PEACHTREE STREET NE SUITE 3650
ATLANTA,GA30309
(404) 653-0990
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE: HTTPS://WWW.GEORGIAHEALTHINITIATIVE.ORG
cAny submission deadlines:
SEE WEBSITE: HTTPS://WWW.GEORGIAHEALTHINITIATIVE.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE: HTTPS://WWW.GEORGIAHEALTHINITIATIVE.ORG
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

21ST CENTURY LEADERS

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500

9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

A HEALTHIER DEMOCRACY INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25,000

ALIGNCO

3907 NORTHAMPTON ST NW
WASHINGTON DC,DC200152950 		NONE EXPENDITURE RESPONSI TO PROVIDE DESIGN SERVICES FOR ECONOMIC IMPACT REPORT 30,000

AMERICAN HEART ASSOCIATION

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500

ATLANTA BIRTH CENTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

ATLANTA EDUCATIONAL TELECOMMUNICATIONS COLLABORATIVE INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

AUGUSTA ARSENAL SOCCER CLUB

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000

BLACK MAMAS MATTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

BLACK MAMAS MATTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500

BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

BLKHLTH INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,109

BOBBY DODD INSTITUTE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

CAPVIEW STRATEGIES

PO BOX 15294
WASHINGTON DC,DC20003 		NONE EXPENDITURE RESPONSI TO PROVIDE REPORT ON PUBLIC-PRIVATE OPTIONS TO EXPAND COVERAGE FOR UNINSURED GEORGIANS 75,000

CDC FOUNDATION

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 77,250

CORNERSTONE GOVERNMENT AFFAIRS INC

800 MAINE AVENUE SW 7TH FLOOR
WASHINGTON DC,DC20024 		NONE EXPENDITURE RESPONSI TO PROVIDE GOVERNANCE AFFAIRS EXPERTISE ALIGNED WITH MATERNAL MORTALITY, HEALTH COVERAGE, BEHAVIORAL HEALTH, AND OTHER HEALTH ISSUES 48,000

CORNERSTONE GOVERNMENT AFFAIRS INC

800 MAINE AVENUE SW 7TH FLOOR
WASHINGTON DC,DC20024 		NONE EXPENDITURE RESPONSI TO PROVIDE GOVERNANCE AFFAIRS EXPERTISE ALIGNED WITH MATERNAL MORTALITY, HEALTH COVERAGE, BEHAVIORAL HEALTH, AND OTHER HEALTH ISSUES 18,000

CURE CHILDHOOD CANCER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000

DASH COLLABORATIONS LLC

1902 KERMIT ROAD
SILVER SPRING,MD20910 		NONE EXPENDITURE RESPONSI TO SUPPORT DEVELOPMENT OF LEGISLATIVE LEARNING SERIES 50,000

EMORY UNIVERSITY

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500

ENTERPRISE COMMUNITY PARTNERS INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

EQUALITY FOUNDATION OF GEORGIA

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 74,853

ESSIG PUBLIC POLICY RESEARCH LLC

371 THIRD AVENUE
SCOTTDALE,GA30079 		NONE EXPENDITURE RESPONSI TO PROVIDE AND DEVELOP WEBSITE CONTENT AND INFOGRAPHICS RELATED TO MEDICAID 7,500

FEMINIST WOMEN'S HEALTH CENTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

FURKIDS INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000

GEEARS

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 71,688

GEORGIA APPLESEED INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 74,513

GEORGIA BUDGET AND POLICY INSTITUTE INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,500

GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 75,000

GEORGIA COALITION AGAINST DOMESTIC VIOLENCE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,500

GEORGIA FAMILY CONNECTION PARTNERSHIP INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 70,450

GEORGIA FAMILY PLANNING SYSTEM

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000

GEORGIA FIRST INC

5108 GLEN FORREST DRIVE
FLOWERY BRANCH,GA30542 		NONE EXPENDITURE RESPONSI TO PROVIDE OUTREACH AND EDUCATION EFFORTS FOR BUILDING SUPPORT AND MOMENTUM TOWARDS CLOSING THE HEALTH CARE COVERAGE GAP 50,000

GEORGIA FIRST INC

5108 GLEN FORREST DRIVE
FLOWERY BRANCH,GA30542 		NONE EXPENDITURE RESPONSI TO PROVIDE AWARENESS AND UNDERSTANDING IN BUSINESS AND CIVIC COMMUNITIES ON THE IMPACT OF THE INSURANCE COVERAGE GAP ON ECONOMIC STABILITY 72,000

GEORGIA INTERFAITH POWER AND LIGHT

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000

GEORGIANS FOR A HEALTHY FUTURE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,492

GEORGIANS FOR A HEALTHY FUTURE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 79,500

GEORGIANS FOR A HEALTHY FUTURE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

GEORGIANS FOR A HEALTHY FUTURE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

GEORIGA STRATEGIC ALLIANCE FOR NEW DIRECTIONS AND UNIFIED POLICIES

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

GEORIGA WATCH

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

GOODSTOCK CONSULTING LLC

PO BOX 80504
CHARLESTON,SC29416 		NONE EXPENDITURE RESPONSI TO PROVIDE FACILITATION SUPPORT FOR MATERNAL HEALTH COALITION 41,667

GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)

157 WELBORN STREET STE B201
GREENVILLE,SC29601 		NONE EXPENDITURE RESPONSI TO SUPPORT AN ASSESSMENT OF GEORGIA'S HEALTH POLICY AND ADVOCACY LANDSCAPE 182,905

GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)

157 WELBORN STREET STE B201
GREENVILLE,SC29601 		NONE EXPENDITURE RESPONSI TO SUPPORT DEVELOPMENT OF A COMMUNITY ENGAGEMENT AND INVESTMENT STRATEGY TO ADVANCE HEALTH IN GEORGIA. 35,000

GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)

157 WELBORN STREET STE B201
GREENVILLE,SC29601 		NONE EXPENDITURE RESPONSI TO SUPPORT DEVELOPMENT OF AN ADVOCACY INVESTMENT STRATEGY BASED ON THE LANDSCAPE ASSESSMENT 24,933

HEALTH CONNECTION SOUTH FOUNDATION

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 37,530

HEALTH MANAGEMENT ASSOCIATES

2501 WOODLAKE CIRCLE SUITE 100
OKEMOS,MI48864 		NONE EXPENDITURE RESPONSI TO SUPPORT DEVELOPMENT OF MEDICAID INSIGHTS PUBLICATION 201,030

HEALTHMPOWERS

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 70,465

HEALTHY MOTHERS HEALTHY BABIES COALITION OF GEORGIA INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 57,500

HELP ORG INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000

JDCPARTNERSHIPS LLC

28 KNOLL ROAD
SAN RAFAEL,CA94901 		NONE EXPENDITURE RESPONSI TO PROVIDE SUPPORT FOR ARTICULATION OF A THEORY OF CHANGE 35,848

KAISER FAMILY FOUNDATION

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 100,000

KIDS RESTART INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000

LATINO COMMISSION ON AIDS

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,500

LATINO COMMUNITY FUND

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

LATINO COMMUNITY FUND

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000

MACON VOLUNTEER CLINIC INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500

MACON VOLUNTEER CLINIC INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,000

MCCABE MESSAGE PARTNERS

1825 CONNECTICUT AVE NW SUITE 300
BOWIE
WASHINGTON DC,DC20009 		NONE EXPENDITURE RESPONSI TO PROVIDE COMMUNICATIONS TRAINING AND TECHNICAL ASSISTANCE TO FUNDED PARTNERS 24,801

MERCER UNIVERSITY

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 45,000

MIGRANT EQUITY SOUTHEAST

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

NAMI GEORGIA

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 45,000

NEW DISABLED SOUTH

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 75,000

NORTHEAST GEORGIA MEDICAL CENTER INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 45,000

PACE FOUNDATION

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4,000

PEOPLE AND PETS PROJECT

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500

PERRY UNDEM LLC

4800 HAMPDEN LANE SUITE 200
BETHESDA,MD20814 		NONE EXPENDITURE RESPONSI TO CONDUCT FOCUS GROUPS ON MEDICAID MEMBERS ENROLLMENT EXPERIENCE 15,785

PLANNED PARENTHOOD SOUTHEAST INC

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000

POSTPARTEM SUPPORT INTERNATIONAL

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50,000

POSTPARTUM SUPPORT INTERNATIONAL GEORGIA CHAPTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500

REGIONAL ECONOMIC MODELS INC

433 WEST STREET
AMHERST,MA01002 		NONE EXPENDITURE RESPONSI TO DEVELOP AN ECONOMIC MODEL ON THE IMPACT OF MEDICAID EXPANSION IN GEORGIA 195,700

SPITFIRE STRATEGIES LLC

2300 N STREET NW SUITE 610
WASHINGTON DC,DC20037 		NONE EXPENDITURE RESPONSI TO CONDUCT RESEARCH ON GEORGIAN'S PERSPECTIVES ON HEALTH 360,000

STEPPING STONE PARTNERS LLC

318 N ITHAN AVENUS
BRYN MAWR,PA19010 		NONE EXPENDITURE RESPONSI TO SUPPORT THE INITIATIVE'S PROGRAM RELATED INVESTMENTS 20,000

THE ARC MACON

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,500

THE BRIDGESPAN GROUP

287 COLUMBUS AVENUE FL 4
BOSTON,MA02116 		NONE EXPENDITURE RESPONSI TO SUPPORT DEVELOPMENT OF AN INTERMEDIARY STRATEGY 32,000

THE CARTER CENTER

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 7,500

THE CATHOLIC FOUNDATION OF NORTH GEORGIA

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2,500

THE LEUKEMIA & LYMPHOMA SOCIETY

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,500

THE LOWER MUSKOGEE CREEK TRIBE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000

THE URBAN INSTITUTE

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 76,500

TRANSFORM HEALTH LLC

980 9TH STREET SUITE 350
SACRAMENTO,CA95814 		NONE EXPENDITURE RESPONSI TO SUPPORT RESEARCH INTO HEALTH INSURANCE OUTREACH AND ENROLLMENT STRATEGIES 15,000

TREES COLUMBUS

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5,000

TRISTER ROSS SCHADLER & GOLD PLLC

1666 CONNECTICUT AVE NW SUITE 550
WASHINGTON DC,DC20009 		NONE EXPENDITURE RESPONSI TO PROVIDE TECHNICAL SUPPORT TO FUNDED PARTNERS 11,921

TURN TWO COMMUNICATIONS

730 HUNTINGTON DRIVE
EERIE,PA16505 		NONE EXPENDITURE RESPONSI TURN TWO WOULD PARTNER WITH HEALTHCARE GEORGIA FOUNDATIONS COMMUNICATIONS TEAM TO DEVELOP AND EXECUTE A PR STRATEGY AIMED AT PUBLICIZING THE TWO GEORGIAS INITIATIVE AS A GROUNDBREAKING MODEL FOR ADDRESSING RURAL HEALTH ISSUES AND INEQUITIES. CONDUCT SHII PROJECT REPORTS. 15,750

VCMS FOOTBALL BOOSTER CLUB

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC DIRECTED/MATCHING GIFT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1,000

VOICES FOR GEORGIA'S CHILDREN

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 67,500

WAXMAN CONSULTING INC

1150 CONNECTICUT AVENUE NORTHWEST
WASHINGTON DC,DC20036 		NONE EXPENDITURE RESPONSI TO PROVIDE FACILITATION SUPPORT FOR INSURANCE COVERAGE COALITION 200,000

WAXMAN CONSULTING INC

1150 CONNECTICUT AVENUE NORTHWEST
WASHINGTON DC,DC20036 		NONE EXPENDITURE RESPONSI TO PROVIDE COMMUNICATIONS SUPPORT FOR GEORGIA FIRST AND GEORGIANS FOR A HEALTHY FUTURE 40,000

YWCA OF GREATER ATLANTA

C/O GEORGIA HEALTH INITIATIVE 1075
PEACHTREE ST NE SUITE 3650
ATLANTA,GA30309 		NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 3,750
Total .................................right arrow 3a 3,939,940
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 3,572,914  
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 9,787,980  
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 13,360,894 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,360,894
(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
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.
right arrow right arrow
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 80,485 40,243   39,047

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TY 2024 DepreciationSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE & FIXTURES 2023-05-01 347,944 117 SL 7.000000000000 15,651 0    
COMPUTER EQUIPMENT 2023-07-01 262,604 13,062 SL 5.000000000000 42,962 0    
LEASEHOLD IMPROVEMENTS 2024-09-01 1,123,170   SL 10.000000000000 21,887 0    

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TY 2024 ExpenditureResponsibilityStmt
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ALIGNCO
  		3907 NORTHAMPTON ST NW
WASHINGTON DC,DC200152950 		2024-03-01 30,000 TO PROVIDE DESIGN SERVICES FOR ECONOMIC IMPACT REPORT 30,000 NONE 03/24/2024 2024-03-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
CAPVIEW STRATEGIES
  		PO BOX 15294
WASHINGTON DC,DC20003 		2024-01-03 75,000 TO PROVIDE REPORT ON PUBLIC-PRIVATE OPTIONS TO EXPAND COVERAGE FOR UNINSURED GEORGIANS 75,000 NONE 02/27/2024 2023-12-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
CORNERSTONE GOVERNMENT AFFAIRS INC
  		800 MAINE AVENUE SW 7TH FLOOR
WASHINGTON DC,DC20024 		2022-09-12   TO PROVIDE GOVERNANCE AFFAIRS EXPERTISE ALIGNED WITH MATERNAL MORTALITY, HEALTH COVERAGE, BEHAVIORAL HEALTH, AND OTHER HEALTH ISSUES 48,000 NONE MONTHLY MEETINGS 2022-08-30 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
CORNERSTONE GOVERNMENT AFFAIRS INC
  		800 MAINE AVENUE SW 7TH FLOOR
WASHINGTON DC,DC20024 		2024-09-01 80,000 TO PROVIDE GOVERNANCE AFFAIRS EXPERTISE ALIGNED WITH MATERNAL MORTALITY, HEALTH COVERAGE, BEHAVIORAL HEALTH, AND OTHER HEALTH ISSUES 18,000 NONE MONTHLY MEETINGS 2024-08-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
DASH COLLABORATIONS LLC
  		1902 KERMIT ROAD
SILVER SPRING,MD20910 		2024-06-03 75,000 TO SUPPORT DEVELOPMENT OF LEGISLATIVE LEARNING SERIES 50,000 NONE BI-WEEKLY MEETINGS 2024-05-24 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
ESSIG PUBLIC POLICY RESEARCH LLC
  		371 THIRD AVENUE
SCOTTDALE,GA30079 		2024-01-16 7,500 TO PROVIDE AND DEVELOP WEBSITE CONTENT AND INFOGRAPHICS RELATED TO MEDICAID 7,500 NONE 03/15/2024 2024-01-16 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GD SQUARED
  		1128 HIGHLAND LANE
GLENVIEW,IL60025 		2024-10-04 25,000 TO PROVIDE GRAPHIC DESIGN SERVIECS FOR MEDICAID INSIGHTS PUBLICATION   NONE 12/27/24 2024-09-30 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GEORGIA FIRST INC
  		5108 GLEN FORREST DRIVE
FLOWERY BRANCH,GA30542 		2024-04-01 50,000 TO PROVIDE OUTREACH AND EDUCATION EFFORTS FOR BUILDING SUPPORT AND MOMENTUM TOWARDS CLOSING THE HEALTH CARE COVERAGE GAP 50,000 NONE 02/28/2025 2024-03-11 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GEORGIA FIRST INC
  		5108 GLEN FORREST DRIVE
FLOWERY BRANCH,GA30542 		2024-07-01 80,000 TO PROVIDE AWARENESS AND UNDERSTANDING IN BUSINESS AND CIVIC COMMUNITIES ON THE IMPACT OF THE INSURANCE COVERAGE GAP ON ECONOMIC STABILITY 72,000 NONE 02/28/2025 2024-03-11 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GOODSTOCK CONSULTING LLC
  		PO BOX 80504
CHARLESTON,SC29416 		2024-09-01 125,000 TO PROVIDE FACILITATION SUPPORT FOR MATERNAL HEALTH COALITION 41,667 NONE BI-WEEKLY MEETINGS 2024-08-15 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)
  		157 WELBORN STREET STE B201
GREENVILLE,SC29601 		2023-11-13 274,000 TO SUPPORT AN ASSESSMENT OF GEORGIA'S HEALTH POLICY AND ADVOCACY LANDSCAPE 182,905 NONE BI-WEEKLY MEETINGS 2023-11-05 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)
  		157 WELBORN STREET STE B201
GREENVILLE,SC29601 		2024-09-27 280,000 TO SUPPORT DEVELOPMENT OF A COMMUNITY ENGAGEMENT AND INVESTMENT STRATEGY TO ADVANCE HEALTH IN GEORGIA. 35,000 NONE BI-WEEKLY MEETINGS 2024-09-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
GREENVILLE ARTS & MEDIA (DBA OPENFIELDS)
  		157 WELBORN STREET STE B201
GREENVILLE,SC29601 		2024-11-01 74,800 TO SUPPORT DEVELOPMENT OF AN ADVOCACY INVESTMENT STRATEGY BASED ON THE LANDSCAPE ASSESSMENT 24,933 NONE BI-WEEKLY MEETINGS 2024-09-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
HEALTH MANAGEMENT ASSOCIATES
  		2501 WOODLAKE CIRCLE SUITE 100
OKEMOS,MI48864 		2024-07-01 201,030 TO SUPPORT DEVELOPMENT OF MEDICAID INSIGHTS PUBLICATION 201,030 NONE 12/09/2024 2024-06-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
HEALTH MANAGEMENT ASSOCIATES
  		2501 WOODLAKE CIRCLE SUITE 100
OKEMOS,MI48864 		2024-12-01 249,900 TO CONDUCT ANALYSIS ON GEORGIA'S REDETERMINATION PROCESS 0 NONE 03/31/2025 2024-06-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
JDCPARTNERSHIPS LLC
  		28 KNOLL ROAD
SAN RAFAEL,CA94901 		2024-08-15 80,500 TO PROVIDE SUPPORT FOR ARTICULATION OF A THEORY OF CHANGE 35,848 NONE MONTHLY MEETINGS 2024-08-01 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
MCCABE MESSAGE PARTNERS
  		1825 CONNECTICUT AVE NW SUITE 300
WASHINGTON DC,DC20009 		2024-07-31 147,750 TO PROVIDE COMMUNICATIONS TRAINING AND TECHNICAL ASSISTANCE TO FUNDED PARTNERS 24,801 NONE MONTHLY REPORTS 2024-07-23 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
PERRY UNDEM LLC
  		4800 HAMPDEN LANE SUITE 200
BETHESDA,MD20814 		2024-11-18 31,570 TO CONDUCT FOCUS GROUPS ON MEDICAID MEMBERS ENROLLMENT EXPERIENCE 15,785 NONE 03/01/2025 2024-11-11 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
REGIONAL ECONOMIC MODELS INC
  		433 WEST STREET
AMHERST,MA01002 		2024-01-01 195,700 TO DEVELOP AN ECONOMIC MODEL ON THE IMPACT OF MEDICAID EXPANSION IN GEORGIA 195,700 NONE 04/25/2024 2023-12-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
SPITFIRE STRATEGIES LLC
  		2300 N STREET NW SUITE 610
WASHINGTON DC,DC20037 		2024-04-01 360,000 TO CONDUCT RESEARCH ON GEORGIAN'S PERSPECTIVES ON HEALTH 360,000 NONE 12/16/2024 2024-03-15 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
STEPPING STONE PARTNERS LLC
  		318 N ITHAN AVENUS
BRYN MAWR,PA19010 		2023-07-17 15,000 TO SUPPORT THE INITIATIVE'S PROGRAM RELATED INVESTMENTS 20,000 NONE 03/18/2024 2023-07-14 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
THE BRIDGESPAN GROUP
  		287 COLUMBUS AVENUE FL 4
BOSTON,MA02116 		2024-07-22 32,000 TO SUPPORT DEVELOPMENT OF AN INTERMEDIARY STRATEGY 32,000 NONE 09/05/2024 2024-07-19 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
THE VNGLE GRASSROOTS NEWS AGENCY
  		3707 MAIN ST SUITE 39
COLLEGE PARK,GA30337 		2023-12-15 10,000 TO PROMOTE GRASSROOTS HEALTH REPORTING IN GEORGIA 0 NONE 05/28/2024 2023-11-17 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
TRANSFORM HEALTH LLC
  		980 9TH STREET SUITE 350
SACRAMENTO,CA95814 		2024-10-21 151,875 TO SUPPORT RESEARCH INTO HEALTH INSURANCE OUTREACH AND ENROLLMENT STRATEGIES 15,000 NONE 08/31/2025 2024-09-23 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
TRISTER ROSS SCHADLER & GOLD PLLC
  		1666 CONNECTICUT AVE NW SUITE 550
WASHINGTON DC,DC20009 		2024-01-01 50,000 TO PROVIDE TECHNICAL SUPPORT TO FUNDED PARTNERS 11,921 NONE MONTHLY REPORTS 2023-11-30 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
TURN TWO COMMUNICATIONS
  		730 HUNTINGTON DRIVE
EERIE,PA16505 		2023-04-01 41,570 TURN TWO WOULD PARTNER WITH HEALTHCARE GEORGIA FOUNDATIONS COMMUNICATIONS TEAM TO DEVELOP AND EXECUTE A PR STRATEGY AIMED AT PUBLICIZING THE TWO GEORGIAS INITIATIVE AS A GROUNDBREAKING MODEL FOR ADDRESSING RURAL HEALTH ISSUES AND INEQUITIES. CONDUCT SHII PROJECT REPORTS. 15,750 NONE CHECK IN REPORTS PROVIDED 7/2023, 8/2023 AND 3/2024 2024-03-31 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
WAXMAN CONSULTING INC
  		1150 CONNECTICUT AVENUE NORTHWEST
WASHINGTON DC,DC20036 		2024-01-01 220,000 TO PROVIDE FACILITATION SUPPORT FOR INSURANCE COVERAGE COALITION 200,000 NONE BI-WEEKLY MEETINGS 2023-12-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT
WAXMAN CONSULTING INC
  		1150 CONNECTICUT AVENUE NORTHWEST
WASHINGTON DC,DC20036 		2024-07-15 40,000 TO PROVIDE COMMUNICATIONS SUPPORT FOR GEORGIA FIRST AND GEORGIANS FOR A HEALTHY FUTURE 40,000 NONE BI-WEEKLY MEETINGS 2023-12-20 ALL FUNDS SPENT ACCORDING TO PURPOSE OF GRANT

TY 2024 InvestmentsCorpBondsSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME SECURITIES 25,230,333 25,230,333

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Name of Stock End of Year Book Value End of Year Fair Market Value
DOMESTIC EQUITIES 17,302,497 17,302,497
INTERNATIONAL EQUITIES 39,171,558 39,171,558

TY 2024 InvestmentsOtherSchedule2
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE ASSET FUNDS FMV 2,481,395 2,481,395
PRIVATE EQUITY & REAL ESTATE INVESTMENTS FMV 48,033,693 48,033,693

TY 2024 LandEtcSchedule2
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 347,944 15,768 332,176  
COMPUTER EQUIPMENT 262,604 56,024 206,580  
LEASEHOLD IMPROVEMENTS 1,123,170 21,887 1,101,283  


TY 2024 LegalFeesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 28,198 0   17,292


TY 2024 OtherAssetsSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED NOTE RECEIVABLE 2,000,000 1,500,000 1,500,000
PREPAID FEDERAL NII EXCISE TAX 623 146,592 146,592
SECURITY DEPOSITS 8,813 26,989 26,989
PROGRAM RELATED CERTIFICATE OF DEPOSIT 101,672 101,916 101,916
INVESTMENT PROCEEDS IN TRANSIT 9,553,924 405,895 405,895
OPERATING LEASE RIGHT-OF-USE ASSET 0 1,346,501 1,346,501
OTHER ASSETS 0 22,662 22,662


TY 2024 OtherDecreasesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description Amount
UNREALIZED PORTFOLIO APPRECIATION 4,508,472


TY 2024 OtherExpensesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES/EXPENSE 1,944 194   1,750
TECHNOLOGY/TELEPHONE 24,592 2,459   22,133
INSURANCE 15,922 1,592   17,623
TEO ASSCOCIATION/ORGANIZATION DUES & MEMBERSHIPS 23,363 0   34,283
DUES & SUBSCRIPTIONS 28,061 2,806   25,255
MISCELLANEOUS/OTHER 29,517 2,952   26,519
NON-CAPITAL EQUIPMENT & SOFTWARE 47,569 0   46,808
POSTAGE & DELIVERY 1,000 0   1,000
TRAINING & DEVELOPMENT 47,316 0   47,316
PUBLIC RELATIONS & COMMUNITY DEVELOPMENT 22,183 0   24,433
SPONSORED EVENTS 102,086 0   102,086
HONORARIUM 1,500 0   0
OTHER 402 0   402


TY 2024 OtherIncreasesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description Amount
CHANGE IN DEFERRED TAX LIABILITY 62,893


TY 2024 OtherLiabilitiesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL NII EXCISE TAX 312,312 249,419
DEFERRED COMPENSATION 0 22,662
OPERATING LEASE LIABILITY 0 2,029,223


TY 2024 OtherProfessionalFeesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL & INVESTMENT MANAGEMENT FEES 2,261,078 2,261,078   0
PAYROLL, RETIREMENT PLAN & HR 27,578 2,758   24,820
STRATEGIC CONSULTING - PROGRAMS/GRANTS 138,785 0   168,785
TECHNOLOGY 38,768 3,877   55,409
OTHER 115,672 11,567   112,933


TY 2024 TaxesSchedule
Name:
GEORGIA HEALTH INITIATIVE INC
EIN:
58-2418091
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 87,237 8,724   78,513
FEDERAL NII EXCISE TAX 207,064 0   0