2024-11-13T08:30:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 3575 PIEDMONT RD NE STE 1550 ATLANTA GA 30305 990PF 2023-01-01 586433255 CATHERINE C WARREN CHARITABLE TRUST U/A DTD 02/12/2001 WARR 7704323700 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 WILLIAM C WARREN TRUSTEE 7704323700 2024-11-08 1 0 TRIPP KAY P01304871 4042623300 2024-10-28 2023 2024-10-15 13:58:12Z X 11170 X 1773390 101 101 0 1773491 101 0 0 0 0 0 5996 2998 0 2998 5996 2998 0 2998 1767500 1010000 1773496 2998 0 1012998 -5 0 0 11175 11170 11170 2130 0 0 13305 11170 11170 0 0 X 0 0 0 0 13305 11170 13305 11170 13305 11170 13305 -5 0 13300 2130 11170 0 0 0 0 0 751 0 0 0 751 0 751 0 751 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 N/A GLENN D WARREN 7704323700 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 GLENN D WARREN 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 LAMAR Q BALL III 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 W WARREN BALL 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 DAVID A BALL 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 WILLIAM C WARREN IV 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 THOMAS R WARREN 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 JAMES K WARREN 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 0 9643 0 9643 0 0 9643 145 9498 475 475 0 475 0 475 0 475 1012998 0 1012998 475 0 0 1770414 1763465 1840860 1871710 1016858 8263307 1012998 0 0 0 475 1012523 0 0 9275830 0 0 0 0 0 0 1770414 7505416 1763465 1840860 1871710 1016858 1012523 X BANK OF AMERICA CHARITABLE GIFT FUND - GLENN D WARREN FAMILY FUND PO BOX 55950 BOSTON MA 02205 N/A PC FURTHER THE CHARITABLE MISSION 252500 BANK OF AMERICA CHARITABLE GIFT FUND - THE JAMES K WARREN FAMILY FUND 4135 WOODLAND BROOK DR SE ATLANTA GA 30339 N/A PC FURTHER THE CHARITABLE MISSION 252500 BANK OF AMERICA CHARITABLE GIFT FUND - THE THOMAS R WARREN FAMILY FUND 35 BRYANT RD MIDWAY GA 31320 N/A PC FURTHER THE CHARITABLE MISSION 252500 BANK OF AMERICA CHARITABLE GIFT FUND - THE WILLIAM C WARREN IV FAMILY FUND 225 FRANKLIN ST 4TH FLOOR BOSTON MA 02110 N/A PC FURTHER THE CHARITABLE MISSION 252500 DAVID A BALL FAMILY FOUNDATION INC 2001 WESTSIDE RD STATESBORO GA 30458 N/A PF FURTHER THE CHARITABLE MISSION 252500 THE BALLKO CHARITABLE FOUNDATION 2287 MOUNT PARAN CHURCH RD MONROE GA 30655 N/A PF FURTHER THE CHARITABLE MISSION 252500 WILLIAM WARREN BALL FAMILY FOUNDATION INC 450 FRIENDSHIP CHURCH RD SMYRNA GA 30458 N/A PF FURTHER THE CHARITABLE MISSION 252500 1767500 0 14 101 0 101 0 101 0 0 0 0 0 0 0 0 0 0 X X 1 THE CATHERINE CANDLER WARREN NONGRANTOR CHARITABLE LEAD ANNU 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 1768390 X 2 THE HOWARD C WARREN CHARITABLE LEAD ANNUITY TRUST 3621 VININGS SLOPE SUITE 4420 ATLANTA GA 30339 5000 X ACCOUNTING FEES 5996 2998 0 2998 SECTION 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_________________________ THE BALLKO CHARITABLE FOUNDATION 2287 MT PARAN CHURCH ROAD MONROE GA 30655 2023-12-19 252500 FURTHER 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. 252500 NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE 1/17/24 THE 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 ROAD STATESBORO GA 30458 2023-12-19 252500 FURTHER 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. 252500 NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE 1/17/24 THE 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 ROAD STATESBORO GA 30458 2023-12-19 252500 FURTHER 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. 252500 NO FUNDS DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY THE GRANT WAS MADE 1/17/24 THE 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. TIMING DIFFERENCES 2130 PRIOR PERIOD ADJUSTMENT 2130