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CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 (EIN 58-6433255)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349100626
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)
Return2024-11-13T08:30:28-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13575 PIEDMONT RD NE STE 1550AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586433255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHERINE C WARREN CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2U/A DTD 02/12/2001BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWARRBusinessNameControlTxt
Phone7704323700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13621 VININGS SLOPE SUITE 4420AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM C WARRENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7704323700PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRIPP KAYPreparerPersonNm
PTINP01304871PTIN
Phone4042623300PhoneNum
Preparation2024-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,170FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,773,390ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$101InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$101InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,773,491TotalRevAndExpnssAmt
Total Net Invst Incm$101TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,996AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,998AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,998AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$5,996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,998TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,998TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,767,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,010,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,773,496TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,998TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,012,998TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,170SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,170SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,130OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$13,305TotalAssetsBOYAmt
Total Assets EOY$11,170TotalAssetsEOYAmt
Total Assets EOYFMV$11,170TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,305RetainedEarningBOYAmt
Retained Earning EOY$11,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,305TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,305TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,305TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,300SubtotalAmt
Other Decreases$2,130OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,170TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$751EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$751TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$751OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$751RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGLENN D WARRENIndividualWithBooksNm
Phone7704323700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13621 VININGS SLOPE SUITE 4420AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLENN D WARREN
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
LAMAR Q BALL III
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
W WARREN BALL
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
DAVID A BALL
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
WILLIAM C WARREN IV
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
THOMAS R WARREN
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
JAMES K WARREN
3621 VININGS SLOPE SUITE 4420ATLANTAGA30339TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,643AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,643TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,498NetVlNoncharitableAssetsAmt
Minimum Investment Return$475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$475MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$475DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$475DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$475DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,012,998ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,012,998QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$475DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,770,414ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,763,465ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,840,860ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,871,710ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,016,858ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,263,307TotalExcessDistributionCyovAmt
Qualifying Distributions$1,012,998QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$475AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,012,523RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,275,830TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,770,414ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,505,416ExcessDistriCyovToNextYrAmt
Excess From Year4$1,763,465ExcessFromYear4Amt
Excess From Year3$1,840,860ExcessFromYear3Amt
Excess From Year2$1,871,710ExcessFromYear2Amt
Excess From Year1$1,016,858ExcessFromYear1Amt
Excess From Current Year$1,012,523ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BANK OF AMERICA CHARITABLE GIFT FUND - GLENN D WARREN FAMILY FUND
PO BOX 55950BOSTONMA02205N/APCFURTHER THE CHARITABLE MISSION$252,500
BANK OF AMERICA CHARITABLE GIFT FUND - THE JAMES K WARREN FAMILY FUND
4135 WOODLAND BROOK DR SEATLANTAGA30339N/APCFURTHER THE CHARITABLE MISSION$252,500
BANK OF AMERICA CHARITABLE GIFT FUND - THE THOMAS R WARREN FAMILY FUND
35 BRYANT RDMIDWAYGA31320N/APCFURTHER THE CHARITABLE MISSION$252,500
BANK OF AMERICA CHARITABLE GIFT FUND - THE WILLIAM C WARREN IV FAMILY FUND
225 FRANKLIN ST 4TH FLOORBOSTONMA02110N/APCFURTHER THE CHARITABLE MISSION$252,500
DAVID A BALL FAMILY FOUNDATION INC
2001 WESTSIDE RDSTATESBOROGA30458N/APFFURTHER THE CHARITABLE MISSION$252,500
THE BALLKO CHARITABLE FOUNDATION
2287 MOUNT PARAN CHURCH RDMONROEGA30655N/APFFURTHER THE CHARITABLE MISSION$252,500
WILLIAM WARREN BALL FAMILY FOUNDATION INC
450 FRIENDSHIP CHURCH RDSMYRNAGA30458N/APFFURTHER THE CHARITABLE MISSION$252,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,767,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$101ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$101TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE CATHERINE CANDLER WARREN NONGRANTOR CHARITABLE LEAD ANNU
13621 VININGS SLOPE SUITE 4420ATLANTAGA30339$1,768,390Yes (X)
THE HOWARD C WARREN CHARITABLE LEAD ANNUITY TRUST
23621 VININGS SLOPE SUITE 4420ATLANTAGA30339$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,996Amt
Net Investment Income$2,998NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,998DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionSECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS CATHERINE C. WARREN CHARITABLE TRUST58-64332553621 VININGS SLOPE SUITE 4420ATLANTA, GA 30339YEAR ENDING 12/31/2011PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDITATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR AMOUNT 2008 $3,092 2007 2,999SIGNED: ________________________________ DATE:_______________ NAME AND TITLE_________________________ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
THE BALLKO CHARITABLE FOUNDATION
2287 MT PARAN CHURCH ROADMONROEGA306552023-12-19$252,500FURTHER THE CHARITABLE MISSION BY PROMOTING THE WELFARE OF THE COMMUNITY BY ADDRESSING VARIOUS SOCIAL, ECONOMIC, AND ENVIRONMENTAL ISSUES. PROVIDE SUPPORT AND RESOURCES TO THOSE IN NEED THROUGH INITIATIVES FOCUSED ON EDUCATION, HEALTHCARE, POVERTY ALLEVIATION, DISASTER RELIEF, AND OTHER HUMANITARIAN EFFORTS. BY OPERATING ON PRINCIPLES OF COMPASSION, GENEROSITY, AND SOCIAL RESPONSIBILITY, WE STRIVE TO CREATE A POSITIVE IMPACT ON SOCIETY AND IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND COMMUNITIES.$252,500NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE1/17/24THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
DAVID A BALL FAMILY FOUNDATION INC
2001 WESTSIDE ROADSTATESBOROGA304582023-12-19$252,500FURTHER THE CHARITABLE MISSION BY PROMOTING THE WELFARE OF THE COMMUNITY BY ADDRESSING VARIOUS SOCIAL, ECONOMIC, AND ENVIRONMENTAL ISSUES. PROVIDE SUPPORT AND RESOURCES TO THOSE IN NEED THROUGH INITIATIVES FOCUSED ON EDUCATION, HEALTHCARE, POVERTY ALLEVIATION, DISASTER RELIEF, AND OTHER HUMANITARIAN EFFORTS. BY OPERATING ON PRINCIPLES OF COMPASSION, GENEROSITY, AND SOCIAL RESPONSIBILITY, WE STRIVE TO CREATE A POSITIVE IMPACT ON SOCIETY AND IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND COMMUNITIES.$252,500NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE1/17/24THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
WILLIAM WARREN BALL FAMILY FOUNDATION INC
450 FRIENDSHIP CHURCH ROADSTATESBOROGA304582023-12-19$252,500FURTHER THE CHARITABLE MISSION BY PROMOTING THE WELFARE OF THE COMMUNITY BY ADDRESSING VARIOUS SOCIAL, ECONOMIC, AND ENVIRONMENTAL ISSUES. PROVIDE SUPPORT AND RESOURCES TO THOSE IN NEED THROUGH INITIATIVES FOCUSED ON EDUCATION, HEALTHCARE, POVERTY ALLEVIATION, DISASTER RELIEF, AND OTHER HUMANITARIAN EFFORTS. BY OPERATING ON PRINCIPLES OF COMPASSION, GENEROSITY, AND SOCIAL RESPONSIBILITY, WE STRIVE TO CREATE A POSITIVE IMPACT ON SOCIETY AND IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND COMMUNITIES.$252,500NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE1/17/24THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
BOY Book Value$2,130BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,130Amt

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