COMMUNITY FOUNDATION for GREATER ATLANTAINC Iro I - Wcwc MIMM" Reason for Public Charity Status (All Organizations Must Complete This Part.) See Instructions
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l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493304005294 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 ( c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private foundations) 2O1 3 Do not enter Social Security numbers on this form as it may be made public By law, the IRS Department of the Treasury Open generally cannot redact the information on the form Internal Revenue Service Inspection - Information about Form 990 and its instructions is at www.IRS.gov/form990 For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013 C Name of organization B Check if applicable D Employer identification number THE COMMUNITY FOUNDATION FOR GREATER F Address change ATLANTAINC 58-1344646 Doing Business As F Name change 1 Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number 50 HURT PLAZA NO 449 F_ Terminated (404)688-5525 (- Amended return City or town, state or province, country, and ZIP or foreign postal code ATLANTA, GA 30303 1 Application pending G Gross receipts $ 474,023,324 F Name and address of principal officer H(a) Is this a group return for ALICIA PHILIPP subordinates? (-Yes No 50 HURT PLAZA NO 449 ATLANTA, GA 30303 H(b) Are all subordinates 1 Yes (- No included? I Tax-exempt status F 501(c)(3) 1 501(c) ( ) I (insert no (- 4947(a)(1) or F_ 527 If "No," attach a list (see instructions) J Website :1- WWWCFGREATERATLANTA ORG H(c) Groupexemptionnumber - K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1951 M State of legal domicile GA Summary 1 Briefly describe the organization's mission or most significant activities SEE SCHEDULE 0 FOR COMPLETE DESCRIPTION TO BE THE MOST TRUSTED RESOURCE FOR GROWING PHILANTHROPY TO IMPROVE COMMUNITIES THROUGHOUT THE ATLANTA REGION w 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) . 3 18 of :2 4 N umber of independent voting members of the governing body (Part V I, line 1b) . 4 18 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) . 5 53 6 Total number of volunteers (estimate if necessary) 6 259 7aTotal unrelated business revenue from Part VIII, column (C), line 12 . 7a 66,500 b Net unrelated business taxable income from Form 990-T, line 34 . 7b 39,649 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 99,726,606 194,475,211 9 Program service revenue (Part VIII, line 2g) 0 118,622 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 21,009,325 34,832,441 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 93,306 -237,295 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 120,829,237 229,188,979 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 77,850,198 124,989,155 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 4,339,208 4,379,801 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 0 b Total fundraising expenses (Part IX, column (D), line 25) 0-125,006 LLJ 17 Other expenses (Part IX, column (A), lines h1a-11d, 11f-24e) . 6,232,416 6,454,556 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 88,421,822 135,823,512 19 Revenue less expenses Subtract line 18 from line 12 . 32,407,415 93,365,467 Beginning of Current End of Year Year -A 20 Total assets (Part X, line 16) 599,022,508 733,369,077 M % TS 21 Total l i a b i l i t i e s (Part X, l i n e 2 6 ) . 9,517,516 9,628,161 ZLL 22 Net assets or fund balances Subtract line 21 from line 20 . 589,504,992 723,740,916 lijaW Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge Signature of officer Sign Here CHRISTIE BROWN VP, FINANCE AND OPERATIONS Type or print name and title Print/Type preparer's name Preparers signature JEFF T FUCITO Paid Firm's name 1- MAULDIN & JENKINS LLC Pre pare r Use Only Firm's address -200 GALLERIA PKWY SE STE 1700 ATLANTA, GA 303395946 May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions. Form 990 ( 2013) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III .F 1 Briefly describe the organization 's mission SEE SCHEDULE 0 FOR COMPLETE DESCRIPTION 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . fl Yes F No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting , or make significant changes in how it conducts , any program services? . F Yes F No If "Yes," describe these changes on Schedule 0 4 Describe the organization 's program service accomplishments for each of its three largest program services , as measured by expenses Section 501(c)(3) and 501( c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported 4a (Code ) ( Expenses $ 120,829,204 including grants of $ 120,829,204 ) (Revenue $ 118,622 PHILANTHROPIC SERVICES - SEE SCHEDULE OPHILANTHROPIC SERVICESAS PART OF THE FOUNDATION'S PERSONALIZED SERVICES TO DONORS, WE PROVIDE A PHILANTHROPIC ADVISOR TO EVERY DONOR TO CONSULT ON THEIR UNIQUE PHILANTHROPIC NEEDS OUR PROFESSIONAL PHILANTHROPIC SERVICES STAFF PROVIDES ONE-ON -ONE SUPPORT IN CREATING A PHILANTHROPIC STRATEGY, CONNECTING DONORS WITH ORGANIZATIONS AND TRENDS THAT MAY INTEREST THEM, AND ENGAGING FAMILY MEMBERS WE ALSO OFFER REGULAR EVENTS AND WORKSHOPS ON VARIOUS PHILANTHROPY RELATED TOPICS AS A RESULT OF THESE SERVICES, OUR GREATEST NUMBER OF GRANTS IS AWARDED THROUGH THESE NON-COMPETITIVE CHANNELS SEE FURTHER DISCUSSION UNDER PROGRAM TITLED GRANTMAKING BELOW THE SMALL AMOUNT OF REVENUE SEEN UNDER PHILANTHROPIC SERVICES IS MAINLY FEES RECEIVED FROM OUR SUPPORTING ORGANIZATIONS FOR PROFESSIONAL SERVICES WHICH MAY INCLUDE CONSULATION ON THEIR PHILANTHROPIC NEEDS 4b (Code ) ( Expenses $ 3,348,197 including grants of $ 3,348,197 ) ( Revenue $ COMPETITIVE GRANTS - SEE SCHEDULE OGRANT-MAKINGTHE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON-COMPETITIVE CHANNELS THE GREATEST NUMBER OF GRANTS ARE AWARDED THROUGH NON-COMPETITIVE CHANNELS, SUCH AS DONOR-ADVISED FUNDS, WHERE GRANT INVESTMENTS ARE RECOMMENDED BY THE DONOR OR FUND ADVISOR OFTEN WITH THE GUIDANCE OF HIS OR HER PHILANTHROPIC ADVISOR THE TOTAL EXPENSE RELATED TO THESE DONOR ADVISED GRANTS ARE INCLUDED UNDER THE PROGRAM HEADING PHILANTHROPIC SERVICES THE GRANTS AWARDED BY THE FOUNDATION THROUGH COMPETITIVE CHANNELS, FOR WHICH THE COSTS ARE INCLUDED UNDER THIS GRANTMAKING PROGRAM HEADING, OCCUR WHERE PROSPECTIVE GRANTEES SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND/OR MEMBERS OF A DESIGNATED GRANT MAKING COMMITTEE AND TRUSTEES THESE GRANTS PRIORITIZE GENERAL OPERATING SUPPORT AND NONPROFIT EFFECTIVENESS AND ARE MADE TO ADDRESS CRITICAL ISSUES IN THE 23-COUNTY ATLANTA REGION ALL GRANTS, BOTH COMPETITIVE AND NON-COMPETITIVE, ARE REVIEWED AND APPROVED BY OUR BOARD OF DIRECTORS 4c (Code ) (Expenses $ 4,976,605 including grants of $ 811,754 ) ( Revenue $ COMMUNITY PARTNERSHIP AND INITIATIVES - SEE SCHEDULE OCOMMUNITY PARTNERSHIP AND INITIATIVESTHE FOUNDATION INVESTS ITS PHILANTHROPIC DOLLARS TO HELP BUILD NETWORKS OF PEOPLE WHO CAN WORK TOGETHER TO ADDRESS CRITICAL COMMUNITY NEEDS, TO INFUSE THOSE NETWORKS WITH THE KNOWLEDGE THAT THEY WILL NEED TO TACKLE THE CHALLENGES THEY FACE, AND TO HELP THE COMMUNITY BUILD THE KNOWLEDGE AND INFRASTRUCTURE NEEDED TO SUCCESSFULLY CHART A STEADY COURSE FORWARD IN 2013, SPECIFIC INITIATIVES INCLUDED (BUT WERE NOT LIMITED TO) ONE REGION ATLANTA, HEALTHY BELVEDERE, THE NEIGHBORHOOD FUND, GRANTS TO GREEN, THE ARTS FUND, THE AIDS FUND, AND NEIGHBORHOOD NEXUS (Code (Expenses $ including grants of $ (Revenue $ WE DO NOT CURRENTLY ALLOCATE A PORTION OF SALARY EXPENSE OR GENERAL OVERHEAD COSTS TO OUR GRANTMAKING OR PHILANTHROPIC SERVICES PROGRAMS AS SUCH, THE ONLY COSTS INCLUDED IN THE PROGRAM CATEGORIES ABOVE ARE DIRECT GRANT EXPENSE ADDITIONAL INFORMATION REGARDING OUR PROGRAMS CAN BE FOUND ON OUR WEBSITE AT WWW CFGREATERATLANTA ORG 4d Other program services (Describe in Schedule 0 ) (Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses - 129,154,006 Form 990 (2013) Form 990 (2013) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule As . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part Is . 4 Section 501(c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) Yes election in effect during the tax year? If "Yes , "complete Schedule C, Part II .