DAVID A BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A BALL FAMILY FOUNDATION INC (EIN 81-0783869)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349102164
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T12:20:06-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581137570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DABBS HICKMAN HILL & CANNON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 S MAIN ST | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304580716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810783869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BALL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9127646951 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 727 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN G HILL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9127646951 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWIN | PersonFirstNm |
| Person Last | HILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWIN G HILL | PreparerPersonNm |
| PTIN | P00744480 | PTIN |
| Phone | 9127646951 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,682,934 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $352,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,036 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,449,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,035 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $441 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $441 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $512,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,335 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $64,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,078 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $64,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,057,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $431,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $431,963 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,011,618 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $963,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $966,737 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,768,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,488,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,284,234 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,837,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,884,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,682,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,837,157 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,884,514 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,837,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,884,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,837,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,884,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,837,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,357 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,884,514 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,884,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TSY BD FED | P | 2022-09-01 | 2023-08-15 | $1,032,000 | $1,032,000 | ||
| US TSY BD FED | P | 2023-01-04 | 2023-11-15 | $312,000 | $312,000 | ||
| VANGUARD VALUE ETF | P | 2022-12-20 | 2023-01-23 | $105,386 | $103,296 | $2,090 | $2,090 |
| GE HEALTHCARE TECHNOLOGIES INC | P | 2016-01-20 | 2023-01-04 | $39 | $94 | -$55 | -$55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,090 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,338 | SubtotalAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,151 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,151 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,813 | OverpaymentAmt |
| Applied To ES Tax | $5,813 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWIN G HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9127646951 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 SOUTH MAIN STREET | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID A BALL | ||||||||
| 2001 WESTSIDE ROAD | STATESBORO | GA | 30458 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| EDWIN G HILL | ||||||||
| PO BOX 727 | STATESBORO | GA | 30459 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,503,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $608,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,111,812 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,111,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,020,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,338 | TotalTaxAmt |
| Distributable Before Adj | $299,669 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $299,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $299,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $401,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $201,349 | UndistributedIncomePYAmt |
| Qualifying Distributions | $401,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $201,349 | AppliedToYear1Amt |
| Applied To Current Year | $200,051 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $99,618 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ATHLETES IN ACTION | ||||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $15,000 | |
| BOYS & GIRLS CLUB KATHY BRUNSON | ||||||||
| 515 DENMARK STREET | STATESBORO | GA | 30458 | NONE | PC | SCHOLARSHIP | $1,000 | SCHOLARSHIP FUND |
| BOYS & GIRLS CLUB OF BULLOCH COUNTY | ||||||||
| 1 LEE HILL DRIVE | STATESBORO | GA | 30458 | NONE | PC | YOUTH PROGRAM | $126,000 | |
| BULLOCH ACADEMY | ||||||||
| 873 WESTSIDE DRIVE | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $25,000 | |
| CONNECTION CHURCH | ||||||||
| 1342 CAWANA RD | STATESBORO | GA | 30461 | NONE | PC | RELIGIOUS | $5,000 | |
| CURE FOR CHILDHOOD CANCER | ||||||||
| 200 ASHFORD CENTER NORTH | ATLANTA | GA | 30338 | NONE | PC | MEDICAL RESEARCH | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | RELIGIOUS | $22,500 | |
| FIRST BAPTIST CHURCH | ||||||||
| 108 N MAIN STREET | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 | |
| FOSTERING BULLOCHBROKEN SHACKLE | ||||||||
| 2505 WATERING HOLE CT | STATESBORO | GA | 30458 | NONE | PC | CHARITABLE - FOSTER CARE | $30,000 | |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT 240 | DULLES | VA | 20166 | NONE | PC | VETERANS ASSISTANCE - CHARITABLE | $10,000 | |
| GEORGIA SOUTHERN ATHLETIC FNDTION | ||||||||
| 203 LANIER DRIVE | STATESBORO | GA | 30458 | NONE | PC | EDUCATION & ATHLETICS | $10,000 | |
| GEORGIA SOUTHERN UNIVERSITY FOUNDAT | ||||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $25,000 | |
| GUIDO EVANGELISTIC ASSOCIATES INC | ||||||||
| PO BOX 508 | METTER | GA | 30439 | NONE | PC | RELIGIOUS | $5,000 | |
| HEARTS AND HANDS | ||||||||
| 127 NORTH COLLEGE ST | STATESBORO | GA | 30458 | NONE | PC | LOW INCOME MEDICAL CLINIC | $10,000 | |
| NEW BEGINNINGS IN CHRIST | ||||||||
| PO BOX 192 | GARFIELD | GA | 30425 | NONE | PC | RELIGIOUS | $10,000 | |
| OGEECHEE AREA HOSPICE | ||||||||
| PO BOX 531 | STATESBORO | GA | 30459 | NONE | PC | CHARITABLE - HOSPICE CARE | $5,000 | |
| OGEECHEE TECHNICAL COLLEGE | ||||||||
| PO BOX 764 | STATESBORO | GA | 30459 | NONE | PC | EDUCATION | $5,000 | |
| OPEN HEARTS COMMUNITY MISSION | ||||||||
| PO BOX 991 | STATESBORO | GA | 30459 | NONE | PC | HOMELESS MISSION - CHARITABLE | $5,000 | |
| ROCKIN OUT ALZHEIMERS FOUNDATION | ||||||||
| 201 MARTIN LUTHER KING JR | STATESBORO | GA | 30458 | NONE | PC | HOMELESS SHELTER | $5,000 | |
| SAFE HAVEN | ||||||||
| PO BOX 2494 | STATESBORO | GA | 30459 | NONE | PC | WOMEN'S SHELTER - CHARITABLE | $2,500 | |
| SHEPHERD'S STAFF | ||||||||
| PO BOX 1178 | LOGANVILLE | GA | 30052 | NONE | PC | FOOD BANK | $10,000 | |
| SOUTHBRIDGE COMMUNITY CHURCH | ||||||||
| 12376 US HWY 301 SOUTH | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 | |
| STATESBORO HIGH SCHOOL | ||||||||
| 10 LESTER RD | STATESBORO | GA | 30458 | NONE | PC | ATHLETIC BOOSTER | $18,642 | |
| STATESBORO WORSHIP CHURCH | ||||||||
| PO BOX 161 | STATESBORO | GA | 30459 | NONE | PC | RELIGIOUS | $5,758 | |
| THE DANIELLE COLLINS FOUNDATION | ||||||||
| 259 SHEFFIELD ROAD | PEMBROKE | GA | 31321 | NONE | PC | CHARITABLE | $10,000 | |
| UNITED WAY OF SE GA | ||||||||
| 515 DENMARK ST STE 2300 | STATESBORO | GA | 30458 | NONE | PC | COMMUNITY SERVICES | $10,000 | |
| YOUNG LIFE OF STATESBORO | ||||||||
| PO BOX 2415 | STATESBORO | GA | 30459 | NONE | PC | RELIGIOUS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,036 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,823 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Business Name Line2ContributorBusinessName/BusinessNameLine2Txt | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CATHERINE C WARREN CHARITABLE TRUST | |||||||
| 1 | U/A DTD 02/12/2001 | 3621 VININGS SLOPE SUITE 4420 | ATLANTA | GA | 30339 | $252,500 | Yes (X) |
| CATHERINE W DUKEHART CLAT NO 2 | |||||||
| 2 | LAMAR Q BALL III | 2287 MT PARAN CHURCH RD | MONROE | GA | 306557521 | $100,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $2,136,110 | $3,970,735 |
| ETFS | ||
| MUTUAL FUNDS | $1,352,593 | $1,313,499 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $963,848 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $966,737 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $60,564 | $60,564 |
| OTHER INVESTMENT COSTS | $3,514 | $3,514 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DIVIDEND RELATED | Desc |
| Revenue And Expenses Per Books | $441 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |
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