ATLANTA, GA
O Wayne Rollins Foundation
Quick Facts
- EIN
- 586066677
- Location
- ATLANTA, GA
- Category
- General
- Total Assets
- $432M
- Annual Income
- $134.2M
- IRS Ruling Year
- 1967
- Organization Type
- Trust
- Principal Officer
- % Rfa Mgmt Co LLC
- Tax Deductibility
- Contributions are deductible
About This Foundation
O Wayne Rollins Foundation is a private trust based in ATLANTA, GA. The foundation received its IRS ruling in 1967. The principal officer is % Rfa Mgmt Co LLC. It holds total assets of $432M. Annual income is reported at $134.2M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$42M
2023-8%
Total Assets
$435.3M
2023-2%
Fair Market Value
$794.5M
2023
Net Worth
$435.1M
2023
Grants Paid
$36.1M
2023
Contributions
$0
2023
Net Investment Income
$29.1M
2023
Distribution Amount
$36.1M
2023
Total Giving by Year
$22.1M
11$26.3M
12$25M
13$35.1M
14$27.4M
15$33.8M
19$34.5M
20$38.3M
21$45.6M
22$42M
23Asset Growth
$394.9M
11$422.8M
12$383.8M
13$411.5M
14$431M
15$492.2M
19$485.4M
20$468.7M
21$442.7M
22$435.3M
23Investment Portfolio (2023)
Total: $359.9M
Corporate Stock: $359.9M
Other Investments: $65.3M
Corporate Stock (85%)
Other Investments (15%)
Expense Breakdown (2023)
Grants Paid$36.1M
Interest$369K
Officer Compensation$300K
Accounting Fees$15K
Revenue Sources (2023)
- Capital Gains (Net)
- $23.8M
- Dividends
- $9.4M
- Other Income
- $1.3M
Financial Details (2023)
- Total Revenue
- $34.6M
- Total Expenses
- $42M
- Exempt Purpose Expenses
- $36.5M
- Required Distribution
- $36.1M
- Undistributed Income
- $32.5M
- Grants Approved (Future)
- $41.5M
- Total Liabilities
- $164K
- Excise Tax
- $405K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica