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WARREN AVERETT FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WARREN AVERETT FOUNDATION (EIN 82-3182228)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349202420
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T09:11:15-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823182228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARRBusinessNameControlTxt
Phone2059794100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGAN RANDOLPHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2059794100PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA BILLINGSPreparerPersonNm
PTINP00641505PTIN
Phone2059794100PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$23,047GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,818ContributionsGiftsGrantsEtcAmt
Investment Income$229InvestmentIncomeAmt
Total Revenue$23,047TotalRevenueAmt
Grants And Similar Amounts Paid$26,345GrantsAndSimilarAmountsPaidAmt
Total Expenses$26,345TotalExpensesAmt
Excess Or Deficit For Year-$3,298ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,136NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$91,838NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$94,636BOYAmt
EOY$91,838EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$500BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,136BOYAmt
EOY$91,838EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,136BOYAmt
EOY$91,838EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE WARREN AVERETT FOUNDATION WAS ESTABLISHED THROUGH A PASSIONATE COMMITMENT OF WARREN AVERETT TO PROVIDE NEEDED RESOURCES FOR OUR PEOPLE, COMMUNITY AND ORGANIZATIONS IN AN EFFORT TO HELP THEM THRIVE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION PROVIDED ASSISTANCE AND RESOURCES TO STRUGGLING EMPLOYEES OF WARREN AVERETT.DescriptionProgramSrvcAccomTxt
Grants And Allocations$26,345GrantsAndAllocationsAmt
Program Service Expenses$26,345ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$26,345TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REED KING
DIRECTOR0.50$0$0$0
SHERRY WRIGHT
DIRECTOR0.50$0$0$0
MATT GOLDIN
DIRECTOR0.50$0$0$0
MICHELLE SANCHEZ
DIRECTOR0.50$0$0$0
RICK BLANTON
DIRECTOR0.50$0$0$0
APRIL HARRY
CHAIRMAN0.50$0$0$0
MEGAN RANDOLPH
SECRETARY/TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER HARDINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Phone2059794100PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,762CurrentTaxYearMinus1YearAmt
Current Tax Year$22,818CurrentTaxYearAmt
Total$106,271TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,762CurrentTaxYearMinus1YearAmt
Current Tax Year$22,818CurrentTaxYearAmt
Total$106,271TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$106,271PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$190CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146CurrentTaxYearMinus1YearAmt
Current Tax Year$229CurrentTaxYearAmt
Total$854TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$190CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146CurrentTaxYearMinus1YearAmt
Current Tax Year$229CurrentTaxYearAmt
Total$854TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,613CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,768CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,789CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,908CurrentTaxYearMinus1YearAmt
Current Tax Year$23,047CurrentTaxYearAmt
Total$107,125TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99200PublicSupportCY509Pct
Public Support PY5090.99460PublicSupportPY509Pct
Investment Income CY0.00800InvestmentIncomeCYPct
Investment Income PY0.00540InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 229.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: VISHAKA AGUILERA. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,575. DATE OF GIFT: 01/18/23. AMOUNT GIVEN: 1,575.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: SANDRA NICHOLS. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 435. DATE OF GIFT: 02/10/23. AMOUNT GIVEN: 435.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: LOST WAGES. GRANTEE NAME: SANDRA NICHOLS. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH FOR LOST WAGES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 500. DATE OF GIFT: 02/14/23. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HOME REPAIR. GRANTEE NAME: SUE LANG. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT FOR HOME REPAIRS. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 7,890. DATE OF GIFT: 03/08/23. AMOUNT GIVEN: 7,890.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: SABRINA COULES. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,086. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,086.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: SABRINA COULES. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,958. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,958.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: SABRINA COULES. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,947. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,947.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MEDICAL EXPENSES. GRANTEE NAME: SABRINA COULES. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT OF MEDICAL EXPENSES. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 1,643. DATE OF GIFT: 05/18/23. AMOUNT GIVEN: 1,643.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: AIRLINE PAYMENT FOR FAMILY EMERGENCY. GRANTEE NAME: COURTNEY MORRIS. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT FOR FLIGHT. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 3,537. DATE OF GIFT: 09/20/23. AMOUNT GIVEN: 3,537.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HOME REPAIR. GRANTEE NAME: COLLEEN SANCHEZ. GRANTEE RELATIONSHIP: EMPLOYEE. PROPERTY DESCRIPTION: CASH PAYMENT FOR HOME REPAIRS. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 5,774. DATE OF GIFT: 12/08/23. AMOUNT GIVEN: 5,774. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,345.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: DUE FROM WARREN AVERETT COMPANIES. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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