Nonprofit · EIN 23-7282939
LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $665,581,251 | $143,993,083 | $521,588,168 | $4,532,259,056 | $31,836,467 | $4,500,422,589 |
| December 31, 2024 | 990 | $641,256,932 | $138,283,769 | $502,973,163 | $4,254,242,645 | $30,790,618 | $4,223,452,027 |
| December 31, 2023 | 990 | $540,613,287 | $126,109,963 | $414,503,324 | $3,970,058,445 | $28,125,303 | $3,941,933,142 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $665,581,251
- Net gain from sales of assets
- $521,588,169
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $139,348,817
- Compensation of officers, directors and key employees
- $815,505
- Other salaries and wages
- $357,555
- Salaries, compensation and benefits (total)
- $1,356,048
- Professional fundraising fees
- $0
- Accounting fees
- $31,747
- Occupancy
- $82,812
- Travel
- $6,114
- Depreciation
- $2,262
- Program services (functional)
- $140,214,029
- Management and general (functional)
- $3,779,054
Balance sheet and other
- Total assets, start of year
- $4,254,242,645
- Total assets, end of year
- $4,532,259,056
- Total liabilities, end of year
- $31,836,467
- Net assets, end of year
- $4,500,422,589
- Land, buildings and equipment
- $3,728
- Publicly traded securities
- $3,028,160,996
- Net assets without donor restrictions
- $4,492,460,823
- Net assets with donor restrictions
- $7,961,766
- Gross receipts
- $1,439,970,128
- Employees
- 16
- Volunteers
- 0
- Year formed
- 1945
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| P RUSSELL HARDIN | PRESIDENT - RETIRED 1/31/2025 Officer | 11 | $324,711 | $770,027 | $10,955 |
| ERIK S JOHNSON | PRESIDENT - ELECTED 2/1/2025 Officer | 11 | $155,912 | $348,559 | $81,452 |
| ELI P NIEPOKY | TREASURER Officer | 11 | $118,816 | $265,624 | $82,377 |
| SARA E BLALOCK | SECRETARY - ELECTED 2/1/2025 Officer | 11 | $77,504 | $173,267 | $71,213 |
| SARAH TABLAN | CONTROLLER Highest-paid employee | 11 | $65,088 | $145,512 | $48,949 |
| ELIZABETH A SMITH | GRANTS PROGRAM DIRECTOR Highest-paid employee | 11 | $65,967 | $147,476 | $34,663 |
| CARRIE D CONWAY | SENIOR PROGRAM OFFICER Highest-paid employee | 11 | $50,486 | $112,868 | $59,713 |
| DAHLIA BROWN | PROGRAM OFFICER Highest-paid employee | 11 | $37,121 | $82,988 | $43,951 |
| E JENNER WOOD III | TRUSTEE CHAIR Trustee or director | 3 | $18,750 | $76,250 | $0 |
| LAWRENCE L GELLERSTEDT III | TRUSTEE VICE CHAIR Trustee or director | 2 | $26,250 | $68,750 | $0 |
| DAVID P STOCKERT | TRUSTEE Trustee or director | 1 | $18,750 | $51,250 | $0 |
| LYONS GRAY | TRUSTEE Trustee or director | 1 | $18,750 | $6,250 | $0 |
| LIZANNE THOMAS | TRUSTEE Trustee or director | 1 | $18,750 | $6,250 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| P RUSSELL HARDIN | PRESIDENT Officer | 11 | $293,010 | $752,358 | $72,318 |
| ERIK S JOHNSON | SECRETARY & VICE PRESIDENT Officer | 11 | $122,669 | $314,976 | $68,895 |
| ELI P NIEPOKY | TREASURER Officer | 11 | $104,688 | $268,806 | $78,261 |
| ELIZABETH A SMITH | GRANTS PROGRAM DIRECTOR Highest-paid employee | 11 | $59,002 | $151,498 | $31,309 |
| SARAH TABLAN | CONTROLLER Highest-paid employee | 11 | $52,656 | $135,205 | $45,410 |
| CARRIE D CONWAY | SENIOR PROGRAM OFFICER Highest-paid employee | 11 | $44,267 | $113,665 | $52,555 |
| KATRINA H VOEGTLIN | ASSISTANT CONTROLLER Highest-paid employee | 11 | $35,220 | $90,436 | $48,750 |
| DAHLIA BROWN | PROGRAM OFFICER Highest-paid employee | 11 | $32,718 | $84,009 | $41,872 |
| E JENNER WOOD III | TRUSTEE CHAIR Trustee or director | 3 | $18,750 | $76,250 | $0 |
| LAWRENCE L GELLERSTEDT III | TRUSTEE VICE CHAIR Trustee or director | 2 | $26,250 | $68,750 | $0 |
| DAVID P STOCKERT | TRUSTEE Trustee or director | 1 | $18,750 | $51,250 | $0 |
| LYONS GRAY | TRUSTEE Trustee or director | 1 | $18,750 | $6,250 | $0 |
| LIZANNE THOMAS | TRUSTEE-ELECTED 11/5/2024 Trustee or director | 1 | $3,125 | $1,042 | $0 |
| JAMES B WILLIAMS | TRUSTEE-DECEASED 1/23/2024 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| P RUSSELL HARDIN | PRESIDENT Officer | 11 | $177,873 | $441,134 | $64,799 |
| ERIK S JOHNSON | SECRETARY & VICE PRESIDENT Officer | 11 | $104,656 | $259,552 | $56,576 |
| ELI P NIEPOKY | TREASURER Officer | 11 | $92,712 | $229,932 | $66,203 |
| ELIZABETH A SMITH | GRANTS PROGRAM DIRECTOR Highest-paid employee | 11 | $55,919 | $138,682 | $28,925 |
| SARAH TABLAN | CONTROLLER Highest-paid employee | 11 | $50,243 | $124,604 | $39,380 |
| CARRIE D CONWAY | SENIOR PROGRAM OFFICER Highest-paid employee | 11 | $40,404 | $100,204 | $41,667 |
| KATRINA H VOEGTLIN | ASSISTANT CONTROLLER Highest-paid employee | 11 | $32,789 | $81,319 | $44,626 |
| DAHLIA BROWN | PROGRAM OFFICER Highest-paid employee | 11 | $31,816 | $78,905 | $38,912 |
| E JENNER WOOD III | TRUSTEE CHAIR Trustee or director | 3 | $18,750 | $66,250 | $0 |
| LAWRENCE L GELLERSTEDT III | TRUSTEE VICE CHAIR Trustee or director | 2 | $26,250 | $58,750 | $0 |
| JAMES B WILLIAMS | TRUSTEE CHAIR EMERITUS Trustee or director | 1 | $18,750 | $56,250 | $0 |
| DAVID P STOCKERT | TRUSTEE Trustee or director | 1 | $18,750 | $37,917 | $0 |
| LYONS GRAY | TRUSTEE Trustee or director | 1 | $18,750 | $6,250 | $0 |
Address and contacts
- Address (IRS master file)
- 191 PEACHTREE ST NE STE 3540, ATLANTA, GA 30303-1799
- In care of
- % ERIK S JOHNSON
- Principal officer (990 for 2025)
- Erik S Johnson, 191 Peachtree St NE 3540, Atlanta, GA 30303
- Signed the 990
- Erik S Johnson, President
- Phone
- (404) 522-6755
- Website
- www.lpevans.org
Mission
To provide to certain named beneficiaries annual monetary support designated by amount or percentage in the will of Lettie Pate Evans, deceased.
Program accomplishments
- Grants for Education. Grants were awarded to seven schools in Georgia and Virginia according to the terms of the will that created the Restricted Fund, including Berry College, Episcopal High School in Virginia, Georgia Institute of Technology, Protestant Episcopal Theological Seminary, Tallulah Falls School, Washington and Lee University and The William and Mary Foundation. The governing boards of those recipient schools have full discretion to allocate grant funds.Expenses $112,163,737 · grants $111,471,614
- Grants for Health. Grants were awarded to Children's Healthcare of Atlanta and Bath County Community Hospital in Hot Springs, Virginia according to the terms of the will that created the Restricted Fund. Funds received by Emory University are used to maintain a surgical pavilion at Emory Hospital. The governing boards of the other hospitals have full discretion to allocate grant funds.Expenses $21,030,701 · grants $20,900,928
- Grants for Cultural Activities. Grants were awarded to the Virginia Museum of Fine Arts and the Trustees of Old Customs House in Yorktown, Virginia according to the terms of the will that created the Restricted Fund. The governing boards of those institutions have full discretion to allocate grant funds.Expenses $7,010,535 · grants $6,967,276
- Grants for Religion. One grant was awarded to Bruton Parish Church Endowment Fund in Williamsburg, Virginia according to the terms of the will that created the Restricted Fund. The church's governing board has full discretion to allocate grant funds.Expenses $6,037 · grants $6,000
- Grants for Child Welfare. One grant was awarded to Boys' Home in Covington, Virginia according to the terms of the will that created the Restricted Fund. The Boys' Home governing board has full discretion to allocate grant funds.Expenses $3,019 · grants $3,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7282939
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $4,532,259,056
- Income (IRS master file)
- $1,439,970,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $665,581,251 | $143,993,083 | $4,532,259,056 | IRS |
| 990 | December 2024 | $641,256,932 | $138,283,769 | $4,254,242,645 | IRS |
| 990 | December 2023 | $540,613,287 | $126,109,963 | $3,970,058,445 | XML |
| 990 | December 2022 | $551,574,370 | $119,029,760 | $4,095,775,433 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7282939).
Questions about LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW
- What is the EIN of LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW?
- The employer identification number (EIN) of LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW is 23-7282939.
- Is LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW?
- The 990 for the year ended December 31, 2025 names Erik S Johnson.
- Who are the officers and directors of LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW?
- The 990 for the year ended December 31, 2025 lists 13 people; 13 received compensation from the organization, the highest $324,711 (P RUSSELL HARDIN, PRESIDENT - RETIRED 1/31/2025).
- How much revenue does LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $665,581,251, expenses of $143,993,083 and total assets of $4,532,259,056 at year end.
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