2026-09-23T16:05:33-05:00 2026-06-30 581927387 POLK GROUP CPA 3350 RIVERWOOD PKWY SE STE 2101 ATLANTA GA 30339 990PF 2025-07-01 581265915 HEALTH 1ST FOUNDATION INC HEAL 4047541621 PO BOX 310390 ATLANTA GA 31131 LEROY A WILSON CHAIRMAN 4047541621 2026-09-23 1 WILLIAM A TRINKLE CPA P01627858 4049493040 2026-09-21 2025 X 6812578 X X 1070 1070 130106 130106 574339 1308509 574339 705515 705515 36000 0 36000 10000 0 10000 38344 38344 0 42 0 42 12131 0 12131 21095 0 21095 1951 0 1951 15881 0 15881 135444 38344 97100 220333 220333 355777 38344 317433 349738 667171 43872 42117 42117 103018 213000 213000 2352 5732859 6541285 6541285 39060 15116 15116 1060 1060 1060 5922221 6812578 6812578 8425 8509 3583 5755 12008 14264 X 5910213 6798314 0 0 0 0 5910213 6798314 5922221 6812578 5910213 349738 538363 6798314 0 6798314 ALEXANDRIA REAL ESTATE EQUITIES INC 2024-02-02 2025-08-06 527 842 -315 -315 ALEXANDRIA REAL ESTATE EQUITIES INC 2024-02-01 2025-08-06 151 243 -92 -92 JPMORGAN CHASE & CO 2014-12-16 2025-08-06 7572 1547 6025 6025 THERMO FISHER SCIENTIFIC INC 2024-11-15 2025-08-06 3152 3602 -450 -450 ALEXANDRIA REAL ESTATE EQUITIES INC 2024-02-05 2025-08-07 446 707 -261 -261 ALEXANDRIA REAL ESTATE EQUITIES INC 2024-02-02 2025-08-07 223 361 -138 -138 ORACLE CORP 2020-11-18 2025-09-30 3885 799 3086 3086 ORACLE CORP 2020-11-18 2025-10-30 2572 570 2002 2002 BECTON DICKINSON & CO 2024-07-30 2025-11-12 191 241 -50 -50 KENVUE INC 2015-02-26 2025-11-10 1310 997 313 313 MORGAN STANLEY 2022-09-07 2025-11-12 5266 2680 2586 2586 KENVUE INC 2023-08-29 2025-11-13 1419 1850 -431 -431 KENVUE INC 2024-03-27 2025-11-14 2726 3491 -765 -765 BROADCOM INC 2022-09-06 2025-12-09 7676 953 6723 6723 BROADCOM INC 2022-09-06 2025-12-09 8080 1112 6968 6968 VERSANT MEDIA GROUP INC 2019-10-11 2026-01-05 17 27 -10 -10 VERSANT MEDIA GROUP INC 2025-05-02 2026-01-06 146 186 -40 -40 VERSANT MEDIA GROUP INC 2020-03-11 2026-01-06 223 335 -112 -112 BROWN-FORMAN CORP CLASS B 2024-04-12 2026-01-13 397 755 -358 -358 VERIZON COMMUNICATIONS INC 2014-12-16 2026-01-13 196 231 -35 -35 BROWN-FORMAN CORP CLASS B 2025-12-09 2026-01-14 27 30 -3 -3 BROWN-FORMAN CORP CLASS B 2024-04-17 2026-01-14 517 937 -420 -420 HUNTINGTON BANCSHARES INC 2021-08-12 2026-01-22 2973 2566 407 407 HUNTINGTON BANCSHARES INC 2021-12-15 2026-01-23 3179 2806 373 373 HUNTINGTON BANCSHARES INC 2024-05-30 2026-01-26 2530 2006 524 524 WATERS CORP 2024-07-30 2026-02-10 310 356 -46 -46 WATERS CORP 2024-07-30 2026-02-11 999 1157 -158 -158 CINCINNATI FINANCIAL CORP 2024-07-30 2026-02-23 968 781 187 187 VERIZON COMMUNICATIONS INC 2014-12-16 2026-02-23 2983 2776 207 207 WALMART INC 2018-03-22 2026-02-23 1772 412 1360 1360 CINCINNATI FINANCIAL CORP 2024-07-31 2026-02-24 1443 1169 274 274 VERIZON COMMUNICATIONS INC 2014-12-16 2026-02-24 2278 2144 134 134 WALMART INC 2018-03-23 2026-02-24 4057 932 3125 3125 EXXONMOBIL HOLDINGS CORP 2014-12-16 2026-04-07 4392 2207 2185 2185 PARKER-HANNIFIN CORP 2017-03-22 2026-04-07 4551 613 3938 3938 PARKER-HANNIFIN CORP 2014-12-16 2026-04-08 3864 490 3374 3374 ILLINOIS TOOL WORKS 2018-11-13 2026-05-15 745 400 345 345 ILLINOIS TOOL WORKS 2018-11-13 2026-05-19 2751 1465 1286 1286 ILLINOIS TOOL WORKS 2018-11-13 2026-05-20 1240 656 584 584 ILLINOIS TOOL WORKS 2019-01-10 2026-05-21 1486 785 701 701 ISHARES MSCI EMERGING MARKETS 2013-06-28 2025-07-30 7001 6396 605 605 FIDELITY ADVISOR INTERNATIONAL SMALL CAP OPPORTUNITIES FUND 2025-01-08 2025-07-30 74520 61936 12584 12584 ISHARES RUSSELL 2000 GROWTH ETF 2013-08-05 2025-07-30 85848 35659 50189 50189 SCHWAB SMALL CAP INDEX FUND 2017-05-24 2025-07-30 69754 56767 12987 12987 SCHWAB SMALL CAP INDEX FUND 2017-05-10 2025-07-30 29788 24242 5546 5546 STATE STREET FINANCIAL SELECT SPDR ETF 2017-05-24 2025-07-30 46027 20480 25547 25547 STATE STREET FINANCIAL SELECT SPDR ETF 2017-05-10 2025-07-30 4074 1828 2246 2246 FIDELITY ADVISOR SMALL CAP GROWTH FUND CLASS Z 2016-08-24 2025-10-01 20925 13785 7140 7140 FIDELITY ADVISOR SMALL CAP GROWTH FUND CLASS Z 2016-01-27 2025-10-01 29075 19154 9921 9921 ISHARES CORE S&P SMALL CAP ETF 2023-04-11 2025-10-01 19921 16105 3816 3816 ISHARES MSCI EMERGING MARKETS 2013-06-28 2025-12-03 9967 8852 1115 1115 ALPHABET INC CLASS C 2014-05-02 2025-12-03 31902 2638 29264 29264 SCHWAB SMALL CAP INDEX FUND 2017-05-24 2025-12-03 50000 35987 14013 14013 VANGUARD FTSE ALL WORLD EX-US SMALL CAP INDEX ADMIRAL 2023-09-27 2025-12-03 25000 18540 6460 6460 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2017-05-24 2025-12-03 49611 9605 40006 40006 WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 2017-05-24 2026-03-04 25036 20364 4672 4672 ISHARES MSCI EMERGING MARKETS 2013-06-28 2026-03-04 20028 17419 2609 2609 HARBOR INTERNATIONAL CORE 2025-12-11 2026-06-18 12219 6338 5881 5881 HARBOR INTERNATIONAL CORE 2023-09-27 2026-06-18 446918 231824 215094 215094 SCHWAB DIVIDEND EQUITY 2025-12-16 2026-06-18 2946 2359 587 587 SCHWAB DIVIDEND EQUITY 2024-08-07 2026-06-18 83545 65400 18145 18145 WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 2017-05-24 2026-06-18 15378 12275 3103 3103 CAPITAL GAINS DIVIDENDS P 59786 59786 59786 574339 9274 0 9274 0 9274 4400 0 0 0 4400 0 4874 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 WWW.HEALTH1STFOUNDATION.COM POLK GROUP CPA 4049493040 3350 RIVERWOOD PKWY SE STE 2101 ATLANTA GA 30339 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEROY A WILSON 6295 RED OAK RD COLLEGE PARK GA 30349 CHAIRMAN 3.00 36000 0 0 ED WOOD 3915 CASCADE RD STE T-125 ATLANTA GA 30331 VICE CHAIRMAN 0.00 0 0 0 JAMES WASHINGTON 3915 CASCADE RD STE T-125 ATLANTA GA 30331 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 6067866 247217 0 6315083 0 0 6315083 94726 6220357 311018 311018 9274 9274 301744 0 301744 0 301744 317433 0 317433 301744 120333 0 0 317433 120333 0 0 197100 0 0 0 0 0 0 0 0 104644 0 0 0 X HEALTH 1ST FOUNDATION INC PO BOX 310390 ATLANTA GA 31131 4043446768 WWW.HEALTH1STFOUNDATION.COM/GRANT-APPLICATION SIGNED GRANT APPLICATION WITH A COVER LETTER ON OFFICIAL LETTERHEAD, IRS TAX-EXEMPT LETTER, PROPOSED GRANT BUDGET, AND FINANCIAL STATEMENTS/FORM 990. JULY 31ST APPLICANT ORGANIZATIONS MUST BE 501(C)(3) PUBLIC CHARITIES LOCATED OR OPERATING IN GEORGIA WITH OPERATING ACTIVITIES RELATING TO HEALTH CARE. ADULT DISABILITY MEDICAL HEALTHCARE 2520 WENDY HILL RD SE MARIETTA GA 30067 NC FINANCIAL SUPPORT FOR HEALTH CARE 7000 ALZHEIMER'S ASSOCIATION 41 PERIMETER CENTER E 550 ATLANTA GA 30346 NC FINANCIAL SUPPORT FOR EDUCATION AND HEALTH SERVICES 5000 ANDEE'S ARMY - YOUTH BRAIN AND SPINAL CORD FOUNDATION PO BOX 420016 ATLANTA GA 30342 NC FINANCIAL SUPPORT FOR HEALTH CARE 4833 ATHENS PARENT WELLBEING 1684 S BARNETT SHOALS RD ATHENS GA 30605 NC FINANCIAL SUPPORT FOR HEALTH CARE 5000 ATHENS WELLNESS CLINIC 240 NORTH AVE ATHENS GA 30601 NC FINANCIAL SUPPORT FOR HEALTH CARE 3500 BROTHERS BRUNCH FOUNDATION 5599 WOODLAND GREENS RD DOUGLASVILLE GA 30135 NC FINANCIAL SUPPORT FOR MENTAL HEALTH 5000 CAMP KUDZU 1145 HIGHTOWER TRL STE 200 ATLANTA GA 30350 NC FINANCIAL SUPPORT FOR EDUCATION 5000 CAMP TRACH ME AWAY 4780 ASHFORD DUNWOODY RD 540-745 ATLANTA GA 30338 NC FINANCIAL SUPPORT FOR EDUCATION 5000 CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DR SW ATLANTA GA 30314 NC FINANCIAL SUPPORT FOR EDUCATION 35000 COBB COLLABORATIVE 940 CONCORD RD SE SMYRNA GA 30080 NC FINANCIAL SUPPORT FOR SOCIAL SERVICES 7000 CURE CHILDHOOD CANCER 200 ASHFORD CENTER N 250 ATLANTA GA 30338 NC FINANCIAL SUPPORT FOR HEALTH CARE 5000 FAMILIES AND COMMUNITIES TOGETHER RELIEF 2246 ROSWELL RD MARIETTA GA 30062 NC FINANCIAL SUPPORT FOR FAMILIES 4500 FIRST CHOICE PRIMARY CARE 400 POPLAR ST MACON GA 31201 NC FINANCIAL SUPPORT FOR HEALTH CARE 7000 FOCUS FRAGILE KIDS 3825 PRESIDENTIAL PKWY 103 ATLANTA GA 30340 NC FINANCIAL SUPPORT FOR EDUCATION 5000 FRIENDS OF DISABLED ADULTS AND CHILDREN 4900 LEWIS RD TUCKER GA 30083 NC FINANCIAL SUPPORT FOR MEDICAL EQUIPMENT 8000 GEORGIA LIONS CAMP FOR THE BLIND 5626 LAURA WALKER RD WAYCROSS GA 31503 NC FINANCIAL SUPPORT FOR THE VISUALLY IMPAIRED 5000 GIVING HEALTH 12600 DEERFIELD PKWY STE 100 ALPHARETTA GA 30004 NC FINANCIAL SUPPORT FOR HEALTH CARE 5000 HEMOPHILIA OF GEORGIA 8607 ROBERTS DR 150 SANDY SPRINGS GA 30350 NC FINANCIAL SUPPORT FOR HEALTH CARE 5000 MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 NC FINANCIAL SERVICES FOR EDUCATION 5000 MOREHOUSE COLLEGE 830 WESTVIEW DR SW ATLANTA GA 30314 NC FINANCIAL SUPPORT FOR EDUCATION 35000 ODYSSEY FAMILY COUNSELING CENTER 1919 JOHN WESLEY AVE COLLEGE PARK GA 30337 NC FINANCIAL SUPPORT FOR FAMILIES 7000 SADIE G MAYS HEALTH AND REHABILITATION CENTER 1821 ANDERSON AVE NW ATLANTA GA 30314 NC FINANCIAL SUPPORT FOR HEALTH CARE 7000 SER FAMILIA 445 ATLANTA S PKWY STE 140 COLLEGE PARK GA 30349 NC FINANCIAL SUPPORT FOR FAMILES 7000 SHELTERING GRACE MINISTRY 1180 FRANKLIN GATEWAY SE STE 100 MARIETTA GA 30067 NC FINANCIAL SUPPORT FOR WOMEN 5500 SOUTHWEST CHRISTIAN CARE 7225 LESTER RD 7225 UNION CITY GA 30291 NC FINANCIAL SUPPORT FOR HEALTH CARE 7000 SPECIAL NEEDS COBB 5900 MAXHAM RD STE 7 AUSTELL GA 30168 NC FINANCIAL SUPPORT FOR HEALTH CARE 5000 THE HERITAGE FUND OF ATLANTA MEDICAL ASSOCIATION 2235 NORTHSIDE DR NW ATLANTA GA 30305 NC FINANCIAL SUPPORT FOR EDUCATION 10000 VISION REHABILITATION SERVICES OF GEORGIA 3830 S COBB DR SE SMYRNA GA 30080 NC FINANCIAL SERVICES FOR HEALTH CARE 5000 220333 0 14 1070 14 130106 14 574339 0 705515 0 705515 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 10000 0 10000 ALLOCATION BASIS 990-PF; PART I; OPERATING AND ADMINISTRATIVE EXPENSES OPERATING EXPENSES ARE ALLOCATED BASED ON WHETHER OR NOT THE EXPENSE IS REASONABLE AND NECESSARY TO ACCOMPLISH THE CHARITABLE GOALS OF THE FOUNDATION OR FOR THE PRODUCTION OF INVESTMENT INCOME. EQUITIES 1233144 1233144 EXCHANGE TRADED FUNDS 3248769 3248769 MUTUAL FUNDS 2059372 2059372 REAL ESTATE INVESTMENT TRUST FMV 15116 15116 SECURITY DEPOSIT 1060 1060 1060 ADMINISTRATIVE 3961 0 3961 ADVERTISING 397 0 397 BANK CHARGES 240 0 240 COMMUNICATIONS 2624 0 2624 DUES AND SUBSCRIPTIONS 5240 0 5240 INSURANCE 2253 0 2253 POSTAGE 760 0 760 SUPPLIES 406 0 406 UNREALIZED GAIN ON INVESTMENTS 538363 FEDERAL EXCISE TAX PAYABLE 2148 4874 FEDERAL PAYROLL TAXES PAYABLE 1108 554 STATE PAYROLL TAXES PAYABLE 327 327 CHARLES SCHWAB & CO INC 38344 38344 0 EXCISE TAX 9274 0 9274 LICENSES 103 0 103 PAYROLL TAX 2754 0 2754