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

Form 990 for tax year 2023

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

Totals

Total revenue
$540,613,287
Total expenses
$126,109,963
Contributions and grants received
$0
Grants paid
$122,796,533
Program services expenses (Part IX)
$123,431,554
Management and general expenses
$2,678,409
Fundraising expenses
$0
Program service expenses (Part III)
$123,431,554

Program services were 97.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES B WILLIAMS

    TRUSTEE CHAIR EMERITUS

    Total calculated
    $75,000
    From this org
    $18,750
    From related orgs
    $56,250
    Other
    $0
    Hours/week
    1 + 4 related

  • E JENNER WOOD III

    TRUSTEE CHAIR

    Total calculated
    $85,000
    From this org
    $18,750
    From related orgs
    $66,250
    Other
    $0
    Hours/week
    3 + 11 related

  • LAWRENCE L GELLERSTEDT III

    TRUSTEE VICE CHAIR

    Total calculated
    $85,000
    From this org
    $26,250
    From related orgs
    $58,750
    Other
    $0
    Hours/week
    2 + 5 related

  • DAVID P STOCKERT

    TRUSTEE

    Total calculated
    $56,667
    From this org
    $18,750
    From related orgs
    $37,917
    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

  • P RUSSELL HARDIN

    PRESIDENT

    Total calculated
    $683,806
    From this org
    $177,873
    From related orgs
    $441,134
    Other
    $64,799
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $171,768 + $425,993 related
    Bonus
    $0
    Other
    $6,105 + $15,141 related
    Deferred
    $6,339 + $15,721 related
    Nontaxable benefits
    $12,281 + $30,458 related
    Filer's total
    $196,493 + $487,313 related

  • ERIK S JOHNSON

    SECRETARY & VICE PRESIDENT

    Total calculated
    $420,784
    From this org
    $104,656
    From related orgs
    $259,552
    Other
    $56,576
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $99,158 + $245,917 related
    Bonus
    $0
    Other
    $5,498 + $13,635 related
    Deferred
    $9,685 + $24,021 related
    Nontaxable benefits
    $6,572 + $16,298 related
    Filer's total
    $120,913 + $299,871 related

  • ELI P NIEPOKY

    TREASURER

    Total calculated
    $388,847
    From this org
    $92,712
    From related orgs
    $229,932
    Other
    $66,203
    Hours/week
    11 + 33 related

    Schedule J breakdown matched by us

    Base
    $86,936 + $215,607 related
    Bonus
    $0
    Other
    $5,776 + $14,325 related
    Deferred
    $7,852 + $19,473 related
    Nontaxable benefits
    $11,172 + $27,706 related
    Filer's total
    $111,736 + $277,111 related

  • ELIZABETH A SMITH

    GRANTS PROGRAM DIRECTOR

    Total calculated
    $223,526
    From this org
    $55,919
    From related orgs
    $138,682
    Other
    $28,925
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $52,058 + $129,108 related
    Bonus
    $0
    Other
    $3,861 + $9,574 related
    Deferred
    $4,337 + $10,755 related
    Nontaxable benefits
    $3,975 + $9,858 related
    Filer's total
    $64,231 + $159,295 related

  • CARRIE D CONWAY

    SENIOR PROGRAM OFFICER

    Total calculated
    $182,275
    From this org
    $40,404
    From related orgs
    $100,204
    Other
    $41,667
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $37,588 + $93,219 related
    Bonus
    $0
    Other
    $2,816 + $6,985 related
    Deferred
    $3,131 + $7,765 related
    Nontaxable benefits
    $8,842 + $21,929 related
    Filer's total
    $52,377 + $129,898 related

  • SARAH TABLAN

    CONTROLLER

    Total calculated
    $214,227
    From this org
    $50,243
    From related orgs
    $124,604
    Other
    $39,380
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $46,812 + $116,095 related
    Bonus
    $0
    Other
    $3,431 + $8,509 related
    Deferred
    $3,899 + $9,672 related
    Nontaxable benefits
    $7,416 + $18,393 related
    Filer's total
    $61,558 + $152,669 related

  • KATRINA H VOEGTLIN

    ASSISTANT CONTROLLER

    Total calculated
    $158,734
    From this org
    $32,789
    From related orgs
    $81,319
    Other
    $44,626
    Hours/week
    11 + 28 related

    Schedule J breakdown matched by us

    Base
    $31,731 + $78,693 related
    Bonus
    $0
    Other
    $1,058 + $2,626 related
    Deferred
    $4,760 + $11,804 related
    Nontaxable benefits
    $8,064 + $19,998 related
    Filer's total
    $45,613 + $113,121 related

  • DAHLIA BROWN

    PROGRAM OFFICER

    Total calculated
    $149,633
    From this org
    $31,816
    From related orgs
    $78,905
    Other
    $38,912
    Hours/week
    11 + 28 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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1a
The organization pays each employee's share of Social Security and Medicare taxes on the cost of excess group-term life included in gross wages. The policy and associated gross-up payments cover all employees.
Part I, Line 1b
The organization does not have a written policy regarding tax gross-up payments; however, management approves the payments each year.
Part I, Line 4b
The Foundation credited Erik Johnson with $3,346 and Eli Niepoky with $1,513 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
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202411349349301346

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

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