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Nonprofiteer
← LETTIE PATE WHITEHEAD FOUNDATION INC

Form 990 for tax year 2022

Filed by LETTIE PATE WHITEHEAD FOUNDATION INC.

Totals

Total revenue
$180,618,489
Total expenses
$60,862,065
Contributions and grants received
$0
Grants paid
$59,137,160
Program services expenses (Part IX)
$59,626,249
Management and general expenses
$1,235,816
Fundraising expenses
$0
Program service expenses (Part III)
$59,626,249

Program services were 98.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LYONS GRAY

    TRUSTEE CHAIRMAN

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • BOLLING SPALDING

    TRUSTEE VICE CHAIRMAN

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • HERBERT CLAIBORNE III

    TRUSTEE

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • P RUSSELL HARDIN

    PRESIDENT

    Total calculated
    $314,189
    From this org
    $299,843
    From related orgs
    $0
    Other
    $14,346
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $81,091
    Bonus
    $0
    Other
    $218,752
    Deferred
    $9,739
    Nontaxable benefits
    $4,607
    Filer's total
    $314,189

  • ERIK S JOHNSON

    SECRETARY/VICE PRESIDENT

    Total calculated
    $56,941
    From this org
    $49,229
    From related orgs
    $0
    Other
    $7,712
    Hours/week
    5

  • ELI P NIEPOKY

    TREASURER

    Total calculated
    $52,536
    From this org
    $43,535
    From related orgs
    $0
    Other
    $9,001
    Hours/week
    5

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 P. Russell Hardin with $6,774, Erik S. Johnson with $1,645 and Eli P. Niepoky with $770 to an unfunded, unvested 457(f) Plan. These amounts are included in Part II, column C. Upon vesting on June 1, 2022, P. Russell Hardin received $215,765 from the 457(f) Plan and that amount is included in Part II, column B(iii).

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
2022
Filed
16 October 2023
IRS schema version
2022v5.0
Source object
202332899349301593

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

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