Lettie Pate Evans Foundation Inc Trustee of the Restricted Fund UW
Donations deductibleRevenue
$665.6m
year to 31 December 2025
Expenses
$144m
year to 31 December 2025
Total assets
$4.53bn
$31.8m liabilities
Net assets
$4.5bn
assets less liabilities
Directors and trustees
5
6.4 years on average
Staff
16
employees, year to 31 December 2025
Chair observed
≥3 yrs
E Jenner Wood III
Left since last filing
0
no seats appear to have opened
Lettie Pate Evans Foundation Inc Trustee of the Restricted Fund UW's network
5 people4 organisationsi5 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| E Jenner Wood III Chair | Trustee Chair | 2020 | 6 yrs |
| David P Stockert | Trustee | 2020 | 6 yrs |
| James B Williams | Trustee Chair Emeritus | 2020 | 6 yrs |
| Lawrence L Gellerstedt III | Trustee Vice Chair | 2020 | 6 yrs |
| Lyons Gray | Trustee | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carrie D Conway | Senior Program Officer | since 2020 |
| Dahlia Brown | Program Officer | since 2022 |
| ELI P Niepoky | Treasurer | since 2021 |
| Elizabeth A Smith | Grants Program Director | since 2020 |
| Erik S Johnson | Secretary & Vice President | since 2020 |
| Katrina H Voegtlin | Assistant Controller | since 2020 |
| P Russell Hardin | President | since 2020 |
| Sarah Tablan | Controller | since 2020 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| P Russell Hardin | President - Retired 1/31/2025 | 11 | $325k | $770k | $11k |
| Erik S Johnson | President - Elected 2/1/2025 | 11 | $156k | $349k | $81k |
| Eli P Niepoky | Treasurer | 11 | $119k | $266k | $82k |
| Sara E Blalock | Secretary - Elected 2/1/2025 | 11 | $78k | $173k | $71k |
| Elizabeth A Smith | Grants Program Director | 11 | $66k | $147k | $35k |
| Sarah Tablan | Controller | 11 | $65k | $146k | $49k |
| Carrie D Conway | Senior Program Officer | 11 | $50k | $113k | $60k |
| Dahlia Brown | Program Officer | 11 | $37k | $83k | $44k |
| Lawrence L Gellerstedt III | Trustee Vice Chair | 2 | $26k | $69k | |
| E Jenner Wood III | Trustee Chair | 3 | $19k | $76k | |
| David P Stockert | Trustee | 1 | $19k | $51k | |
| Lyons Gray | Trustee | 1 | $19k | $6k | |
| Lizanne Thomas | Trustee | 1 | $19k | $6k |
About
- Legal name
- Lettie Pate Evans Foundation Inc Trustee of the Restricted Fund Uw
- EIN
- 237282939
- Address
- 191 Peachtree St Ne Ste 3540, Atlanta, GA, 30303-1799
- State
- Georgia
- Mission
- To provide to certain named beneficiaries annual monetary support designated by amount or percentage in the will of Lettie Pate Evans, deceased. (as filed on the Form 990)
- Activity (NTEE)
- T900 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1945
- Principal officer
- Erik S Johnson (as named on the Form 990)
- IRS ruling date
- 1 April 1973
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedGrantmakingRobert W Woodruff Foundation IncRelatedGrantmakingJoseph B Whitehead FoundationRelatedGrantmakingLettie Pate Evans Foundation IncRelatedEcological ResearchIchauway Inc
Longest observed on the filings
≥6years on the filingsE Jenner Wood III
≥6years on the filingsDavid P Stockert
≥6years on the filingsJames B Williams
≥6years on the filingsLawrence L Gellerstedt III
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $4.53bn
- Total liabilities
- $31.8m
- Net assets or fund balances
- $4.5bn
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $139.3m
- Employees
- 16
Grants paid
12 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Berry College | General support | $27.9m |
| Georgia Institute of Technology | General support | $20.9m |
| Washington and Lee University | General support | $20.9m |
| Protestant Episcopal Theological Seminary | General support | $13.9m |
| Tallulah Falls School Inc | General support | $13.9m |
| Bath County Community Hospital (Hot Springs Valley Nursing Assn Inc) | General support | $7m |
| Children's Healthcare of Atlanta Foundation | General support | $7m |
| Emory University | Toward the Whitehead Surgical Pavilion and other general support | $7m |
| Episcopal High School in Virginia | General support | $7m |
| Virginia Museum of Fine Arts Foundation | General support | $7m |
| William and Mary Foundation | General support | $7m |
| Bruton Parish Church Endowment Fund Inc | General support | $6k |