2024-09-09T20:33:46-05:00 2024-06-30 581927387 POLK GROUP CPA 3350 RIVERWOOD PKWY STE 2101 ATLANTA GA 30339 990PF 2023-07-01 581265915 HEALTH 1ST FOUNDATION INC HEAL 4047541621 PO BOX 310390 ATLANTA GA 31131 LEROY A WILSON CHAIRMAN 4047541621 2024-09-09 1 0 WILLIAM A TRINKLE CPA P01627858 4049493040 2024-09-09 2023 2024-08-08 14:25:15Z X 5551191 X X 2684 2684 112841 112841 33536 610509 33536 149061 149061 36000 0 36000 10000 0 0 32556 32556 0 4373 0 4373 18837 0 18837 2550 0 2550 15592 0 15592 119908 32556 77352 178356 178356 298264 32556 255708 -149203 116505 17733 95495 95495 287920 123699 123699 5652 6033 6033 353754 342276 342276 4453119 4944059 4944059 35187 38569 38569 1060 1060 1060 5154425 5551191 5551191 10425 11548 1208 1208 11633 12756 X 5142792 5538435 0 0 0 0 5142792 5538435 5154425 5551191 5142792 -149203 544846 5538435 0 5538435 3M CO 2014-12-16 2023-08-03 644 958 -314 -314 3M CO 2023-08-04 1056 1651 -595 -595 3M CO 2021-03-04 2023-08-07 947 1594 -647 -647 3M CO 2021-03-04 2023-08-08 516 886 -370 -370 KENVUE INC 2014-12-16 2023-08-25 8 5 3 3 SANDOZ GROUP 2014-12-16 2023-10-04 5 4 1 1 SANDOZ GROUP 2023-10-05 435 302 133 133 SANDOZ GROUP 2023-10-06 165 132 33 33 EXXON MOBIL COPR 2023-10-26 7192 5827 1365 1365 WALMART INC 2018-03-21 2023-10-26 325 178 147 147 WATSCO INC 2017-02-17 2023-10-26 345 151 194 194 WALMART INC 2018-03-21 2023-10-27 645 355 290 290 WATSCO INC 2017-02-17 2023-10-27 343 151 192 192 WALMART INC 2018-03-21 2023-10-30 646 355 291 291 LEGGETT & PLATT INC. 2014-12-16 2023-11-03 169 293 -124 -124 RTX CORP 2014-12-16 2023-11-03 1417 760 657 657 LEGGETT & PLATT INC. 2014-12-16 2023-11-06 95 168 -73 -73 LEGGETT & PLATT INC. 2014-12-16 2023-11-07 47 84 -37 -37 LEGGETT & PLATT INC. 2014-12-16 2023-11-08 140 251 -111 -111 LEGGETT & PLATT INC. 2014-12-16 2023-11-09 160 293 -133 -133 LEGGETT & PLATT INC. 2014-12-16 2023-11-10 547 1006 -459 -459 NOVARTIS AG 2014-12-16 2023-12-04 2559 1995 564 564 NOVARTIS AG 2023-12-05 2719 1903 816 816 NOVARTIS AG 2023-12-06 5538 4045 1493 1493 GENERAL MILLS INC 2023-12-15 1435 1367 68 68 ROCHE HLDG 2020-03-19 2023-12-15 868 972 -104 -104 THE COCA-COLA CO 2014-12-16 2023-12-15 1460 1025 435 435 GENERAL MILLS INC 2023-12-18 1061 1000 61 61 ROCHE HLDG 2020-03-19 2023-12-18 878 972 -94 -94 KENVUE INC 2014-12-16 2024-01-03 21 13 8 8 TRUIST FINL CORP 2014-12-16 2024-01-03 328 335 -7 -7 WATSCO INC 2024-01-18 1172 447 725 725 CITIZENS FINL GROUP INC 2024-02-01 2443 3744 -1301 -1301 CVS HEALTH CORP 2024-02-01 2955 3253 -298 -298 GENERAL MILLS INC 2024-02-21 648 616 32 32 TRUIST FINL CORP 2024-02-01 3700 3778 -78 -78 GENERAL MILLS INC 2024-02-02 1360 1204 156 156 BCE INC 2014-12-16 2024-02-14 2375 2873 -498 -498 BCE INC 2024-02-15 3344 4136 -792 -792 BROADCOM INC 2024-03-01 14033 5663 8370 8370 ALTRIA GROUP INC 2017-11-13 2024-03-26 389 592 -203 -203 GENERAL MILLS INC 2024-03-26 1372 1106 266 266 GENERAL MILLS INC 2023-10-26 2024-03-27 695 659 36 36 GENERAL MILLS INC 2023-10-26 2024-03-28 702 659 43 43 DIAGEO 2024-04-16 821 910 -89 -89 DIAGEO 2023-10-27 2024-04-17 417 448 -31 -31 ALTRIA GROUP INC 2017-11-13 2024-03-27 1043 1578 -535 -535 GENERAL MILLS INC 2021-01-14 2024-03-27 765 607 158 158 MICROSOFT CORP 2014-12-16 2024-04-02 844 92 752 752 ORACLE CORP 2014-12-16 2024-04-02 373 123 250 250 CROWN CASTLE INC 2024-04-11 1652 2881 -1229 -1229 DIAGEO 2014-12-16 2024-04-11 2825 2265 560 560 DIAGEO 2014-12-16 2024-04-12 693 566 127 127 DIAGEO 2024-04-15 967 782 185 185 DIAGEO 2016-12-07 2024-04-16 1368 1021 347 347 MICROSOFT CORP 2014-12-16 2024-04-22 798 92 706 706 ORACLE CORP 2014-12-16 2024-04-22 344 123 221 221 ROCHE HLDG 2024-05-03 2178 2401 -223 -223 ROCHE HLDG 2020-03-19 2024-04-30 451 583 -132 -132 ROCHE HLDG 2024-05-01 1608 2360 -752 -752 ROCHE HLDG 2024-05-02 1966 3149 -1183 -1183 ROCHE HLDG 2022-03-15 2024-05-03 179 287 -108 -108 MEDTRONIC 2024-05-30 6373 6886 -513 -513 PFIZER INC 2022-01-26 2024-05-30 1339 2541 -1202 -1202 PROCTER & GAMBLE 2014-12-16 2024-05-30 975 542 433 433 WALMART INC 2018-03-21 2024-05-30 1883 859 1024 1024 ENERGY SELECT SECTOR 2021-06-24 2023-07-26 19988 12705 7283 7283 VANGUARD HEALTH CARE 2017-05-24 2023-07-26 39920 22455 17465 17465 GRANDEUR PEAK INTL 2022-12-21 2023-09-27 401 398 3 3 VANGUARD SHORT-TERM INV GRD 2023-09-27 802 887 -85 -85 GRANDEUR PEAK INTL 2023-09-27 147278 146433 845 845 SPDR FUND CONSUMER 2015-02-25 2023-09-27 9930 7165 2765 2765 SPDR FUND MATERIALS 2017-05-24 2023-09-27 25064 16957 8107 8107 VANGUARD REAL ESTATE 2022-01-20 2023-09-27 9929 14141 -4212 -4212 VANGUARD SHORT-TERM INV GRD 2023-09-27 28313 31319 -3006 -3006 BIOGEN INC 2022-02-11 2024-01-31 28074 24338 3736 3736 VANGUARD REAL ESTATE 2022-01-20 2024-01-31 50836 64227 -13391 -13391 COLUMBIA INCOME OPPORTUNITIES 2024-05-01 79010 89812 -10802 -10802 SELECT SECTOR 2022-01-20 2024-05-01 34017 35448 -1431 -1431 VANGUARD EMERG MKTS 2024-05-01 20000 21831 -1831 -1831 CAPITAL GAINS DIVIDENDS P 19183 19183 19183 33536 1619 0 1619 0 1619 2000 0 0 0 2000 0 381 0 381 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 5028709 179766 0 5208475 0 0 5208475 78127 5130348 256517 256517 1619 1619 254898 0 254898 0 254898 255708 0 255708 254898 146356 0 0 255708 146356 0 0 109352 0 0 0 0 0 0 0 0 145546 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 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 8000 ALZHEIMER'S ASSOCIATION 41 PERIMETER CENTER E 550 ATLANTA GA 30346 501(C)(3) FINANCIAL SUPPORT FOR EDUCATION AND HEALTH SERVICES 6356 ATHENS PARENT WELLBEING INC 625 BARBER ST STE 160 ATHENS GA 30601 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 5000 CHILDRENS HEALTHCARE OF ATLANTA 1575 NORTHEAST EXPRESSWAY NE ATLANTA GA 30329 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 7000 CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DR SW ATLANTA GA 30314 501(C)(3) FINANCIAL SUPPORT FOR EDUCATION 30000 COBB COLLABORATIVE INC 940 CONCORD RD SE SMYRNA GA 30080 501(C)(3) FINANCIAL SUPPORT FOR SOCIAL SERVICES 7500 CURE CHILDHOOD CANCER 200 ASHFORD CENTER N 250 ATLANTA GA 30338 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 7000 FOCUS FRAGILE KIDS 3825 PRESIDENTIAL PKWY 103 ATLANTA GA 30340 501(C)(3) FINANCIAL SUPPORT FOR EDUCATION 5000 FRIENDS OF DISABLED ADULTS AND CHILDREN TOO INC 4900 LEWIS RD TUCKER GA 30083 501(C)(3) FINANCIAL SUPPORT FOR MEDICAL EQUIPMENT 8000 GOOD SAMARITAN FAMILY HEALTH CENTER 1605 ROBERTA DR MARIETTA GA 30008 501(C)(3) FINANCIAL SERVICES FOR HEALTH CARE 7000 GREAT PROSPECTS INC 8750 ROSWELL RD BLDG B SANDY SPRINGS GA 30350 501(C)(3) FINANCIAL SUPPORT FOR DISABILITY SERVICES 2500 LOVING ARMS CANCER OUTREACH 3595 CANTON RD STE 312-284 MARIETTA GA 30066 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 10000 MEHARRY MEDICAL COLLEGE 1005 DR DB TODD JR BLVD NASHVILLE TN 37208 501(C)(3) FINANCIAL SERVICES FOR EDUCATION 5000 MOREHOUSE COLLEGE 830 WESTVIEW DR SW ATLANTA GA 30314 501(C)(3) FINANCIAL SUPPORT FOR EDUCATION 30000 PREVENT BLINDNESS GEORGIA 270 CARPENTER DR NE 606 SANDY SPRINGS GA 30328 501(C)(3) FINACIAL SERVICES FOR HEALTH CARE 7000 SER FAMILIA 445 ATLANTA S PKWY STE 140 COLLEGE PARK GA 30349 501(C)(3) FINANCIAL SUPPORT FOR FAMILES 7000 SOUTHWEST CHRISTIAN CARE 7225 LESTER RD 7225 UNION CITY GA 30291 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 7000 SPECIAL NEEDS COBB 5900 MAXHAM RD STE 7 AUSTELL GA 30168 501(C)(3) FINANCIAL SUPPORT FOR HEALTH CARE 7000 THE URBAN CLINIC OF ATLANTA 777 CLEVELAND AVE SW STE 209 ATLANTA GA 30315 501(C)(3) FINANCIAL SERVICES FOR HEALTH CARE 7000 VISION REHABILITATION SERVICES OF GEORGIA 3830 S COBB DR SE SMYRNA GA 30080 501(C)(3) FINANCIAL SERVICES FOR HEALTH CARE 5000 178356 0 14 2684 14 112841 14 33536 0 149061 0 149061 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 10000 0 0 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 976386 976386 EQUITY FUNDS 1616219 1616219 EXCHANGE TRADED FUNDS 2351454 2351454 0 0 342276 342276 REAL ESTATE INVESTMENT TRUST FMV 38569 38569 SECURITY DEPOSIT 1060 1060 1060 ADMINISTRATIVE 4513 0 4513 ADVERTISING 345 0 345 BANK CHARGES 110 0 110 COMMUNICATIONS 2335 0 2335 DUES AND SUBSCRIPTIONS 5291 0 5291 INSURANCE 2223 0 2223 LICENSES 77 0 77 POSTAGE 617 0 617 SUPPLIES 81 0 81 UNREALIZED GAIN ON INVESTMENTS 544846 FEDERAL PAYROLL TAXES PAYABLE 554 554 STATE PAYROLL TAXES PAYABLE 654 654 CHARLES SCHWAB & CO, INC 32556 32556 0 EXCISE TAX 1619 0 1619 PAYROLL TAX 2754 0 2754