WILLIAM WARREN BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM WARREN BALL FAMILY FOUNDATION INC (EIN 81-0821622)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349104558
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:14:06-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810821622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM WARREN BALL FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | 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 | WILLIAM WARREN BALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9127646951 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM WARREN | PersonFirstNm |
| Person Last | BALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWIN G HILL | PreparerPersonNm |
| PTIN | P00744480 | PTIN |
| Phone | 9127646951 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $6,035,212 | 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 | $354,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,320 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $49 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $402,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,855 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,983 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,982 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,495 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,064 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,064 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,063 | CashBOYAmt |
| Cash EOY | $32,614 | CashEOYAmt |
| Cash EOYFMV | $32,614 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,774,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $923,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $923,515 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,071,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,881,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,079,083 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,907,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,837,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,035,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,907,196 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,837,487 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,907,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,837,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,907,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,837,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,907,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,837,487 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,837,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTEL CORP | P | 2019-03-14 | 2022-12-20 | $34,697 | $70,013 | -$35,316 | -$35,316 |
| INTEL CORP | P | 2021-10-22 | 2022-12-20 | $67,819 | $125,338 | -$57,519 | -$57,519 |
| VANGUARD MID CAP | P | 2017-11-15 | 2022-05-17 | $28,936 | $20,080 | $8,856 | $8,856 |
| VANGUARD MID CAP | P | 2018-03-01 | 2022-05-17 | $60,660 | $43,348 | $17,312 | $17,312 |
| VANGUARD SMALL CAP | P | 2017-11-15 | 2022-05-17 | $29,044 | $21,358 | $7,686 | $7,686 |
| VANGUARD SMALL CAP | P | 2018-03-01 | 2022-05-17 | $56,164 | $42,223 | $13,941 | $13,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,040 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $157 | SubtotalAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,163 | OverpaymentAmt |
| Applied To ES Tax | $7,163 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM WARREN BALL | ||||||||
| 450 FRIENDSHIP CHURCH RD | STATESBORO | GA | 30458 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| EDWIN G HILL | ||||||||
| PO BOX 727 | STATESBORO | GA | 30459 | DIRECTOR | 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 | $4,641,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,548,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,190,271 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,190,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,097,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157 | TotalTaxAmt |
| Distributable Before Adj | $304,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $304,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $304,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,482 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $390,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,961 | UndistributedIncomePYAmt |
| Qualifying Distributions | $390,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,961 | AppliedToYear1Amt |
| Applied To Current Year | $111,521 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $193,193 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| AMERICAS SECOND HARVEST | ||||||||
| 2501 E PRESIDENT ST | SAVANNAH | GA | 31404 | NONE | PC | FOOD BANK | $50,000 | |
| BEADS OF COURAGE | ||||||||
| 3230 N DODGE BLVD STE J | TUCSON | AZ | 85716 | NONE | PC | SUPPORT FOR THOSE WITH SERIOUS ILLNE | $2,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 1 LEE HILL ST STE 1 | STATESBORO | GA | 30458 | NONE | PC | CHILDREN'S SERVICES | $5,000 | |
| BROKEN SHACKLE RANCH | ||||||||
| 1542 FRANCIS BRIDGE RD | DAVIDSBORO | GA | 31018 | NONE | PC | EDUCATION | $5,000 | |
| BULLOCH ACADEMY | ||||||||
| 873 WESTSIDE RD | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $20,000 | |
| BULLOCH COUNTY SHERIFF'S FOUNDATION | ||||||||
| 17257 US 301 | STATESBORO | GA | 30458 | NONE | PC | COMMUNITY PROGRAMS | $5,000 | |
| CAMP TWIN LAKES | ||||||||
| 1391 KEENCHEEFOONEE RD | RUTLEDGE | GA | 30663 | NONE | PC | THERAPEUTIC CAMPING PROGRAMS | $5,000 | |
| CHILD ADVOCACY SERVICES SEGA INC | ||||||||
| 515 DEMARK STREET SUITE B | STATESBORO | GA | 30458 | NONE | PC | SERVICES FOR ABUSED AND NEGLECTED CH | $5,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA | ||||||||
| 1405 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | MEDICAL ASSISTANCE | $5,000 | |
| CHOICES OF THE HEART | ||||||||
| 425 E GRADY ST | STATESBORO | GA | 30458 | NONE | PC | PREGNANCY RESOURCE | $5,000 | |
| CHRISTIAN SOCIAL MINISTRIES | ||||||||
| 31 N ZETTEROWER AVE | STATESBORO | GA | 30458 | NO | PC | FOOD PANTRY AND THRIFT STORE | $2,500 | |
| CONNECTIONS CHURCH | ||||||||
| 1342 CAWANA RD | STATESBORO | GA | 30461 | NONE | PC | RELIGIOUS | $15,000 | |
| EMORY - WINSHIP CANCER INSTITUTE | ||||||||
| 1365 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 2603 | STATESBORO | GA | 30459 | NONE | PC | RELIGIOUS | $5,000 | |
| FOSTERING BULLOCH | ||||||||
| 2505 WATERING HOLE CT | STATESBORO | GA | 30458 | NONE | PC | FOSTER CARE | $10,000 | |
| GEORGIA ALZHEIMER'S FOUNDATION INC | ||||||||
| PO BOX 20226 | ST SIMONS ILANDA | GA | 31522 | NONE | PC | SUPPORT RESEARCH FOR ALZHEIMERS | $5,000 | |
| GEORGIA WILDLIFE FEDERATION | ||||||||
| 11600 HAZELBRAND ROAD NE | COVINGTON | GA | 30014 | NONE | PC | PROTECTING GEORGIA'S WILDLIFE | $5,000 | |
| GSU WESLEY FOUNDATION | ||||||||
| 103 HERTY DR | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 201 JOHNSON STREET | STATESBORO | GA | 30458 | NONE | PC | HOUSING ASSISTANCE | $5,000 | |
| HEARTS AND HANDS | ||||||||
| 127 N COLLEGE ST | STATESBORO | GA | 30458 | NONE | PC | LOW INCOME MEDICAL CLINIC | $7,500 | |
| HOPE OUTDOORS | ||||||||
| PO BOX 1421 | CHATOM | AL | 36518 | NONE | PC | SPECIAL NEEDS ASSISTANCE | $5,000 | |
| JACOBS LADDER | ||||||||
| PO BOX 2287 | SEGOLA | TX | 78156 | NONE | PC | MEDICAL ASSISTANCE | $5,000 | |
| K9S FOR HEROS | ||||||||
| 1734 KINGSLEY SUITE 14 | ORANGE PARK | FL | 32073 | NONE | PC | VETERANS ASSISTANCE | $2,500 | |
| KT TEAM | ||||||||
| PO BOX 3014 | STATESBORO | GA | 30459 | NONE | PC | OUTDOOR ACTIVITIES FOR DISABLED | $2,500 | |
| LIVING ON THE EDGE | ||||||||
| PO BOX 3007 | SUWANEE | GA | 30024 | NONE | PC | RELIGIOUS | $2,500 | |
| STATESBORO NEW COVENANT | ||||||||
| 701 GENTILLY RD | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1702 EAST HIGHLAND | PHOENIX | AZ | 85016 | NONE | PC | CHILDREN'S ASSISTANCE | $5,000 | SUITE 400 |
| MORNINGSTAR CFS | ||||||||
| PO BOX 370 | BRUNSWICK | GA | 31521 | NONE | PC | COMMUNITY COUNSELING | $5,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23455 | NONE | PC | VETERANS & FAMILY ASSISTANCE | $5,000 | |
| NEW BEGINNINGS IN CHRIST | ||||||||
| 209 S COLLEGE ST | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $10,000 | |
| NRA FOUNDATION | ||||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | NONE | PC | PROMOTE FIREARMS AND HUNTING SAFETY | $5,000 | |
| OGEECHEE AREA HOSPICE | ||||||||
| 200 DONEHOO ST | STATESBORO | GA | 30458 | NONE | PC | COMPREHENSIVE CARE | $10,000 | |
| OGEECHEE TECH | ||||||||
| 1 JOSEPH E KENNEDY BLVD | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $30,000 | |
| OPEN HEARTS COMMUNITY MISSION | ||||||||
| 201 MARTIN LUTHER KING JR | STATESBORO | GA | 30458 | NONE | PC | HOMELESS SHELTER | $5,000 | |
| OPERATION UNDERGROUND RAILROAD | ||||||||
| 1950 W CORPORATE WAY | ANAHEIM | CA | 92801 | NONE | PC | ANTI CHILD TRAFFICKING | $7,500 | |
| PAUL ANDERSON YOUTH HOME | ||||||||
| PO BOX 525 | VIDALIA | GA | 30475 | NONE | PC | HOME FOR AT RISK YOUNG MEN | $5,000 | |
| PUPPIES BEHIND BARS | ||||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PC | VETERANS ASSISTANCE | $5,000 | 4TH FLOOR |
| QUAIL FOREVER | ||||||||
| 1783 BUERKLE CIRCLE | ST PAUL | MN | 55110 | NONE | PC | CONSERVATION | $1,000 | |
| RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | DISASTER ASSISTANCE | $5,000 | |
| RMHC OF THE COASTAL EMPIRE | ||||||||
| 4710 WATERS AVE | SAVANNAH | GA | 31404 | NONE | PC | MEDICAL HOUSING - ILL CHILREN/FAMILY | $5,000 | |
| SAFE HAVEN | ||||||||
| 2750 W ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | PC | HOMELESSNESS SUPPORT | $2,500 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | RELIGIOUS | $2,500 | |
| SAYLOR'S LIGHT | ||||||||
| 2022 PIPPING PLACE | STATESBORO | GA | 30461 | NONE | PC | SUPPORT FOR BEREAVED FAMILIES | $2,000 | |
| SHEPARD CENTER | ||||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| SPECIAL OLYMPICS | ||||||||
| ATTN WEB GIFTS | WASHINGTON | DC | 200363604 | NONE | PC | SUPPORT AND TRAINING FOR DISABLED | $2,500 | 1133 19TH STREET NW 12TH |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHILDREN'S HOSPITAL | $5,000 | |
| THE CAMILLA FOUNDATION | ||||||||
| 1504 SOUTH LEAH STREET | STATESBORO | GA | 30461 | NONE | PC | MENTAL HEALTH SERVICES | $7,500 | |
| THE DJM FOUNDATION | ||||||||
| PO BOX 2446 | STATESBORO | GA | 30459 | NONE | PC | SUPPORT FOR RECOVERING ADDICTS | $5,000 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| THE RALLY FOUNDATION | ||||||||
| 5775 GLENRIDGE DR | SANDY SPRINGS | GA | 30328 | NONE | PC | CANCER RESEARCH | $5,000 | |
| THE REFUGE HOUSE FOR LADIES | ||||||||
| 345 PEARL BATES AVE | EASTMAN | GA | 31023 | NONE | PC | MINISTRY OUTREACH AND HOME | $2,500 | |
| THE SCHENCK SCHOOL | ||||||||
| 282 MOUNT PARAN RD | ATLANTA | GA | 30327 | NONE | PC | EDUCATION FOR DYSLEXIA STUDENTS | $2,500 | |
| THE TEAL HOUSE (SRSAC) | ||||||||
| 209 SOUTH COLLEGE ST | STATESBORO | GA | 30458 | NONE | PC | SUPPORT & ADVOCACY FOR SEXUAL ASSAUL | $5,000 | |
| TRAVIS MILLS FOUNDATION | ||||||||
| 89 WATER ST | HALLOWELL | ME | 04347 | NONE | PC | VETERANS ASSISTANCE | $5,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | FIRST RESPONDER SUPPORT | $5,000 | |
| TURNING POINT | ||||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | EDUCATION | $5,000 | |
| WESLEY GLEN MINISTRIES | ||||||||
| 4580 N MUMFORD RD | MACON | GA | 31210 | NONE | PC | RELIGIOUS | $2,500 | |
| WOODWARD ACADEMY | ||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 30337 | NONE | PC | EDUCATION | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | VETERANS ASSISTANCE | $2,500 | |
| YOUNG LIFE | ||||||||
| 110 S ZETTEROWER AVE | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,695 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$45,040 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,815 | 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 | $254,500 | 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) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,965 | Amt |
| Net Investment Income | $4,983 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,982 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,946,399 | $3,205,160 |
| ETFS &CEFS | $102,737 | $103,172 |
| MUTUAL FUNDS | $820,600 | $767,778 |
| OTHER SECURITIES | $1,011,612 | $1,002,973 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNT FEES | $61,482 | $61,482 |
| OTHER INVESTMENT EXPENSE | $1,013 | $1,013 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $14,064 | Amt |
| Net Investment Income | $14,064 | NetInvestmentIncomeAmt |
Comments