WILLIAM WARREN BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIAM WARREN BALL FAMILY FOUNDATION INC (EIN 81-0821622)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-05
IRS object ID
202130649349100403
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-05T10:11:15-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581137570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DABBS HICKMAN HILL & CANNON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1319 S MAIN STAddressLine1Txt
CitySTATESBOROCityNm
State AbbreviationGAStateAbbreviationCd
ZIP304580716ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810821622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM WARREN BALL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone9127646951PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CitySTATESBOROCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM WARREN BALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9127646951PhoneNum
Signature2021-03-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAM WARRENPersonFirstNm
Person LastBALLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN G HILLPreparerPersonNm
PTINP00744480PTIN
Phone9127646951PhoneNum
Preparation2021-03-05PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,600,712FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$264,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$181InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$181InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,357DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,357DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$35,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$761,048GrossSalesPriceAmt
Total Rev And Expnss$319,954TotalRevAndExpnssAmt
Total Net Invst Incm$91,538TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,019AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,481AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,333OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,333OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$244TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$56,077TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,596TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,481TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$226,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$226,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,077TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,596TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,481TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,877ExcessRevenueOverExpensesAmt
Net Investment Income$39,942NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,422CashBOYAmt
Cash EOY$1,686CashEOYAmt
Cash EOYFMV$1,686CashEOYFMVAmt
Sav And Temp Cash Invst BOY$350,120SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$790,310SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$790,310SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,865,898CorporateStockBOYAmt
Corporate Stock EOY$3,466,321CorporateStockEOYAmt
Corporate Stock EOYFMV$4,808,716CorporateStockEOYFMVAmt
Total Assets BOY$4,220,440TotalAssetsBOYAmt
Total Assets EOY$4,258,317TotalAssetsEOYAmt
Total Assets EOYFMV$5,600,712TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,220,440NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,258,317NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,220,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,258,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,220,440TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,258,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,220,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,877ExcessRevenueOverExpensesAmt
Subtotal$4,258,317SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,258,317TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySEE ATTACHED - MORGAN STANLEYPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$761,048GrossSalesPriceAmt
Cost Or Other Basis$796,632CostOrOtherBasisAmt
Gain Or Loss-$35,584GainOrLossAmt
Gains Minus Excess Or Losses-$35,584GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$35,584CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$555InvestmentIncomeExciseTaxAmt
Subtotal$555SubtotalAmt
Tax Based On Investment Income$555TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$569TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWIN G HILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9127646951PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1319 SOUTH MAIN STREETAddressLine1Txt
CitySTATESBOROCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30458ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM WARREN BALL
450 FRIENDSHIP CHURCH RDSTATESBOROGA30458PRESIDENT000.00$0$0$0
EDWIN G HILL
PO BOX 727STATESBOROGA30459DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,161,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$634,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,795,921TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,795,921AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,723,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$236,199MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$236,199MinimumInvestmentReturnAmt
Tax Based On Investment Income$555TaxBasedOnInvestmentIncomeAmt
Total Tax$555TotalTaxAmt
Distributable Before Adj$235,644DistributableBeforeAdjAmt
Distributable Before Ded$235,644DistributableBeforeDedAmt
Distributable As Adjusted$235,644DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,481ExpensesAndContributionsAmt
Qualifying Distributions$230,481QualifyingDistributionsAmt
Adjusted Qualifying Distri$230,481AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$235,644DistributableAsAdjustedAmt
Undistributed Income PY$223,686UndistributedIncomePYAmt
Qualifying Distributions$230,481QualifyingDistributionsAmt
Applied To Year1$223,686AppliedToYear1Amt
Applied To Current Year$6,795AppliedToCurrentYearAmt
Undistributed Income CY$228,849UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCMEDICAL RESEARCH$2,500
AMERICAS SECOND HARVEST
2501 E PRESIDENT STSAVANNAHGA31404NONEPCFOOD BANK$2,500
BEADS OF COURAGE
3230 N DODGE BLVD STE JTUCSONAZ85716NONEPCSUPPORT FOR THOSE WITH SERIOUS ILLNE$2,500
BETHEL BAPTIST CHURCH
5820 WESTSIDE RDSTATESBOROGA30458NONEPCRELIGIOUS$2,500
BOYS AND GIRLS CLUB
1 LEE HILL ST STE 1STATESBOROGA30458NONEPCCHILDREN'S SERVICES$2,500
BULLOCH ACADEMY
873 WESTSIDE RDSTATESBOROGA30458NONEPCEDUCATION$20,000
BULLOCH COUNTY SHERIFF'S FOUNDATION
17257 US 301STATESBOROGA30458NONEPCCOMMUNITY PROGRAMS$5,000
CAMP TWIN LAKES
1391 KEENCHEEFOONEE RDRUTLEDGEGA30663NONEPCTHERAPEUTIC CAMPING PROGRAMS$2,500
CHILDREN'S HEALTHCARE OF ATLANTA
1405 CLIFTON RD NEATLANTAGA30322NONEPCMEDICAL ASSISTANCE$5,000
CHOICES OF THE HEART
425 E GRADY STSTATESBOROGA30458NONEPCPREGNANCY RESOURCE$5,000
CONNECTIONS CHURCH
1342 CAWANA RDSTATESBOROGA30461NONEPCRELIGIOUS$5,000
EMORY - WINSHIP CANCER INSTITUTE
1365 CLIFTON RD NEATLANTAGA30322NONEPCMEDICAL RESEARCH$5,000
FARM AID
501 CAMBRIDGE STCAMBRIDGEMA02141NONEPCSUPPORT FOR FARMERS$2,500
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 2603STATESBOROGA30459NONEPCRELIGIOUS$5,000
FOSTERING BULLOCH
2505 WATERING HOLE CTSTATESBOROGA30458NONEPCFOSTER CARE$10,000
GSU BOTANICAL GARDENS
1503 BLAND AVESTATESBOROGA30460NONEPCEDUCATION$2,500
GSU WESLEY FOUNDATION
103 HERTY DRSTATESBOROGA30458NONEPCRELIGIOUS$10,000
HABITAT FOR HUMANITY
201 JOHNSON STREETSTATESBOROGA30458NONEPCHOUSING ASSISTANCE$5,000
HEARTS AND HANDS
127 N COLLEGE STSTATESBOROGA30458NONEPCLOW INCOME MEDICAL CLINIC$7,500
JACOBS LADDER
PO BOX 2287SEGOLATX78156NONEPCMEDICAL ASSISTANCE$2,500
K9S FOR HEROS
1734 KINGSLEY SUITE 14ORANGE PARKFL32073NONEPCVETERANS ASSISTANCE$2,500
KT TEAM
PO BOX 3014STATESBOROGA30459NONEPCOUTDOOR ACTIVITIES FOR DISABLED$2,500
LBW FOUNDATION
PO BOX 727STATESBOROGA30458NONEPCLEADERSHIP DEVELOPEMENT$1,000
LUKE PROJECT 11
2 EAST MAIN STSTATESBOROGA30458NONEPCLEADERSHIP DEVELOPMENT$2,500
NAVY SEAL FOUNDATION
1619 D STVIRGINIA BEACHVA23455NONEPCVETERANS & FAMILY ASSISTANCE$5,000
NEW BEGINNINGS IN CHRIST
209 S COLLEGE STSTATESBOROGA30458NONEPCRELIGIOUS$10,000
OGEECHEE AREA HOSPICE
200 DONEHOO STSTATESBOROGA30458NONEPCCOMPREHENSIVE CARE$5,000
OPEN HEARTS COMMUNITY MISSION
201 MARTIN LUTHER KING JRSTATESBOROGA30458NONEPCHOMELESS SHELTER$5,000
OPERATION UNDERGROUND RAILROAD
1950 W CORPORATE WAYANAHEIMCA92801NONEPCANTI CHILD TRAFFICKING$2,500
RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCDISASTER ASSISTANCE$2,500
RMHC OF THE COASTAL EMPIRE
4710 WATERS AVESAVANNAHGA31404NONEPCMEDICAL HOUSING - ILL CHILREN/FAMILY$5,000
SAFE HAVEN
2750 W ROOSEVELT RDCHICAGOIL60608NONEPCHOMELESSNESS SUPPORT$2,500
SHEPARD CENTER
2020 PEACHTREE RD NWATLANTAGA30309NONEPCMEDICAL RESEARCH$5,000
ST JUDES CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCCHILDREN'S HOSPITAL$5,000
STATESBORO FUMC
101 S MAIN STSTATESBOROGA30458NONEPCRELIGIOUS$2,500
THE CTR FOR WILDLIFE EDUCATION
PO BOX 8058STATESBOROGA30460NONEPCENVIRONMENTAL EDUCATION$5,000
THE MICHAEL J FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741NONEPCMEDICAL RESEARCH$10,000
THE RALLY FOUNDATION
5775 GLENRIDGE DRSANDY SPRINGSGA30328NONEPCCANCER RESEARCH$5,000
THE SCHENCK SCHOOL
282 MOUNT PARAN RDATLANTAGA30327NONEPCEDUCATION FOR DYSLEXIA STUDENTS$2,500
TRAVIS MILES FOUNDATION
89 WATER STHALLOWELLME04347NONEPCVETERANS ASSISTANCE$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NONEPCFIRST RESPONDER SUPPORT$5,000
TURNING POINT
4940 EAST BEVERLY ROADPHOENIXAZ85044NONEPCEDUCATION$5,000
VILLAGE OF HOPE
ONE HOPE DRTUSTINCA92782NONEPCHOMELESSNESS SUPPORT$7,500
WESLEY GLEN MINISTRIES
4580 N MUMFORD RDMACONGA31210NONEPCRELIGIOUS$2,500
WOODWARD ACADEMY
1662 RUGBY AVENUECOLLEGE PARKGA30337NONEPCEDUCATION$5,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD 300JACKSONVILLEFL32256NONEPCVETERANS ASSISTANCE$2,500
YOUNG LIFE
110 S ZETTEROWER AVESTATESBOROGA30458NONEPCRELIGIOUS$2,500
ZACHARIAS INSTITUTE
3755 MANSELL RDALPHARETTAGA30022NONEPCEDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$226,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$181ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,357ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$35,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$55,954ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,954TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13621 VININGS SLOPE SUITE 4420AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Total Contributions$264,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,500Amt
Net Investment Income$3,019NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,481DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$2,194,140$3,368,992
ETFS &CEFS$484,516$640,300
MUTUAL FUNDS$787,665$799,424

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ACCOUNT FEES$47,103$47,103
OTHER INVESTMENT EXPENSE$1,230$1,230

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$244Amt
Net Investment Income$244NetInvestmentIncomeAmt

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