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← LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW

Form 990 for tax year 2024

Filed by LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW.

Totals

Total revenue
$641,256,932
Total expenses
$138,283,769
Contributions and grants received
$0
Grants paid
$134,382,424
Program services expenses (Part IX)
$135,114,886
Management and general expenses
$3,168,883
Fundraising expenses
$0
Program service expenses (Part III)
$135,114,886

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES B WILLIAMS

    TRUSTEE-DECEASED 1/23/2024

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • E JENNER WOOD III

    TRUSTEE CHAIR

    Total calculated
    $95,000
    From this org
    $18,750
    From related orgs
    $76,250
    Other
    $0
    Hours/week
    3 + 11 related

  • LAWRENCE L GELLERSTEDT III

    TRUSTEE VICE CHAIR

    Total calculated
    $95,000
    From this org
    $26,250
    From related orgs
    $68,750
    Other
    $0
    Hours/week
    2 + 5 related

  • DAVID P STOCKERT

    TRUSTEE

    Total calculated
    $70,000
    From this org
    $18,750
    From related orgs
    $51,250
    Other
    $0
    Hours/week
    1 + 3 related

  • LYONS GRAY

    TRUSTEE

    Total calculated
    $25,000
    From this org
    $18,750
    From related orgs
    $6,250
    Other
    $0
    Hours/week
    1 + 1 related

  • LIZANNE THOMAS

    TRUSTEE-ELECTED 11/5/2024

    Total calculated
    $4,167
    From this org
    $3,125
    From related orgs
    $1,042
    Other
    $0
    Hours/week
    1 + 1 related

  • P RUSSELL HARDIN

    PRESIDENT

    Total calculated
    $1,117,686
    From this org
    $293,010
    From related orgs
    $752,358
    Other
    $72,318
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $287,679 + $738,672 related
    Bonus
    $0
    Other
    $5,331 + $13,686 related
    Deferred
    $6,475 + $16,626 related
    Nontaxable benefits
    $13,795 + $35,422 related
    Filer's total
    $313,280 + $804,406 related

  • ERIK S JOHNSON

    SECRETARY & VICE PRESIDENT

    Total calculated
    $506,540
    From this org
    $122,669
    From related orgs
    $314,976
    Other
    $68,895
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $117,156 + $300,820 related
    Bonus
    $0
    Other
    $5,513 + $14,156 related
    Deferred
    $12,392 + $31,817 related
    Nontaxable benefits
    $6,919 + $17,767 related
    Filer's total
    $141,980 + $364,560 related

  • ELI P NIEPOKY

    TREASURER

    Total calculated
    $451,755
    From this org
    $104,688
    From related orgs
    $268,806
    Other
    $78,261
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $99,357 + $255,118 related
    Bonus
    $0
    Other
    $5,331 + $13,688 related
    Deferred
    $9,722 + $24,962 related
    Nontaxable benefits
    $12,214 + $31,363 related
    Filer's total
    $126,624 + $325,131 related

  • ELIZABETH A SMITH

    GRANTS PROGRAM DIRECTOR

    Total calculated
    $241,809
    From this org
    $59,002
    From related orgs
    $151,498
    Other
    $31,309
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $55,199 + $141,731 related
    Bonus
    $0
    Other
    $3,803 + $9,767 related
    Deferred
    $4,598 + $11,807 related
    Nontaxable benefits
    $4,178 + $10,726 related
    Filer's total
    $67,778 + $174,031 related

  • SARAH TABLAN

    CONTROLLER

    Total calculated
    $233,271
    From this org
    $52,656
    From related orgs
    $135,205
    Other
    $45,410
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $49,115 + $126,113 related
    Bonus
    $0
    Other
    $3,541 + $9,092 related
    Deferred
    $4,091 + $10,505 related
    Nontaxable benefits
    $8,637 + $22,177 related
    Filer's total
    $65,384 + $167,887 related

  • CARRIE D CONWAY

    SENIOR PROGRAM OFFICER

    Total calculated
    $210,487
    From this org
    $44,267
    From related orgs
    $113,665
    Other
    $52,555
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $41,230 + $105,865 related
    Bonus
    $0
    Other
    $3,037 + $7,800 related
    Deferred
    $3,434 + $8,819 related
    Nontaxable benefits
    $11,297 + $29,005 related
    Filer's total
    $58,998 + $151,489 related

  • KATRINA H VOEGTLIN

    ASSISTANT CONTROLLER

    Total calculated
    $174,406
    From this org
    $35,220
    From related orgs
    $90,436
    Other
    $48,750
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $34,246 + $87,932 related
    Bonus
    $0
    Other
    $974 + $2,504 related
    Deferred
    $5,137 + $13,189 related
    Nontaxable benefits
    $8,528 + $21,896 related
    Filer's total
    $48,885 + $125,521 related

  • DAHLIA BROWN

    PROGRAM OFFICER

    Total calculated
    $158,599
    From this org
    $32,718
    From related orgs
    $84,009
    Other
    $41,872
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $31,880 + $81,858 related
    Bonus
    $0
    Other
    $838 + $2,151 related
    Deferred
    $4,782 + $12,277 related
    Nontaxable benefits
    $6,955 + $17,858 related
    Filer's total
    $44,455 + $114,144 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b
The Foundation credited Erik Johnson with $5,917 and Eli Niepoky with $3,247 to an unfunded, unvested 457(f) Plan. These amounts are included in Part II, column C.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2025
IRS schema version
2024v5.1
Source object
202521349349303857

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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