DAVID A BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A BALL FAMILY FOUNDATION INC (EIN 81-0783869)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-05
- IRS object ID
- 202140649349100109
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-05T10:11:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810783869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A BALL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | 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 | DAVID A BALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9127646951 | PhoneNum |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID A | PersonFirstNm |
| Person Last | BALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWIN G HILL | PreparerPersonNm |
| PTIN | P00744480 | PTIN |
| Phone | 9127646951 | PhoneNum |
| Preparation | 2021-03-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,618,517 | 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 | $264,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $754,041 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,120 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $318,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,364 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,904 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,226 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $317 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,970 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $428,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $872,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $872,740 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,770,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,373,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,745,777 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,199,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,245,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,618,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,199,229 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,245,859 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,199,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,245,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,199,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,245,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,199,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,245,859 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,245,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED - MORGAN STANLEY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $754,041 | GrossSalesPriceAmt |
| Cost Or Other Basis | $789,358 | CostOrOtherBasisAmt |
| Gain Or Loss | -$35,317 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$35,317 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $447 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $447 | SubtotalAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $735 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $735 | TotalPaymentsAndCreditsAmt |
| Overpayment | $288 | OverpaymentAmt |
| Applied To ES Tax | $288 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A BALL | ||||||||
| 2001 WESTSIDE ROAD | STATESBORO | GA | 30458 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| EDWIN G HILL | ||||||||
| PO BOX 727 | STATESBORO | GA | 30459 | VICE PRESIDE | 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 | $3,916,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,562,182 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,562,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,493,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $447 | TotalTaxAmt |
| Distributable Before Adj | $224,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $224,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $224,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,226 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $214,226 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $214,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,228 | UndistributedIncomePYAmt |
| Qualifying Distributions | $214,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,228 | AppliedToYear1Amt |
| Applied To Current Year | $998 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $223,242 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATHLETES IN ACTION | |||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $5,000 |
| BULLOCH ACADEMY | |||||||
| 873 WESTSIDE DRIVE | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $25,000 |
| BULLOCH CO EXTENSION | |||||||
| 151 LANGSTON CHAPEL RD | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $2,500 |
| BULLOCH CO HISTORICAL SOCIETY | |||||||
| 315 SAVANNAH AVE | STATESBORO | GA | 30458 | NONE | PC | HISTORICAL PRESERVATION | $2,000 |
| CALLANWOLDE FINE ARTS CENTER | |||||||
| 980 BRIARCLIFF RD NE | ATLANTA | GA | 30306 | NONE | PC | PERFORMING ARTS CENTER | $3,600 |
| CHRISTIAN SOCIAL MINISTRY | |||||||
| 31 N ZETTEROWER AVE | STATESBORO | GA | 30458 | NONE | PC | FOOD PANTRY AND THRIFT STORE | $5,000 |
| COASTAL PLAINS FCA | |||||||
| PO BOX 2603 | STATESBORO | GA | 30459 | NONE | PC | RELIGIOUS | $5,000 |
| CURE FOR CHILDHOOD CANCER | |||||||
| 200 ASHFORD CENTER NORTH | ATLANTA | GA | 30338 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| ERK RUSSELL FUND | |||||||
| 203 LANIER DRIVE | STATESBORO | GA | 30458 | NONE | PC | EDUCATION & ATHLETICS | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | RELIGIOUS | $5,000 |
| FIRST BAPTIST CHURCH | |||||||
| 108 N MAIN STREET | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $50,000 |
| FOSTERING BULLOCHBROKEN SHACKLE | |||||||
| 2505 WATERING HOLE CT | STATESBORO | GA | 30458 | NONE | PC | CHARITABLE - FOSTER CARE | $10,000 |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY COURT 240 | DULLES | VA | 20166 | NONE | PC | VETERANS ASSISTANCE - CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY OF BULLOCH | |||||||
| 201 JOHNSON ST | STATESBORO | GA | 30458 | NONE | PC | COMMUNITY SERVICES | $1,500 |
| HEARTS AND HANDS | |||||||
| 127 NORTH COLLEGE ST | STATESBORO | GA | 30458 | NONE | PC | LOW INCOME MEDICAL CLINIC | $10,000 |
| LAMAR Q BALL RAPTOR CENTER | |||||||
| 1461 FOREST DR | STATESBORO | GA | 30460 | NONE | PC | EDUCATION | $5,000 |
| NANCY E ALFORD SCHOLARSHIP | |||||||
| 77 BETHANY WAY | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $5,000 |
| NEW BEGINNINGS IN CHRIST | |||||||
| PO BOX 192 | GARFIELD | GA | 30425 | NONE | PC | RELIGIOUS | $5,000 |
| OGEECHEE AREA HOSPICE | |||||||
| PO BOX 531 | STATESBORO | GA | 30459 | NONE | PC | CHARITABLE - HOSPICE CARE | $5,000 |
| OGEECHEE TECHNICAL COLLEGE | |||||||
| PO BOX 764 | STATESBORO | GA | 30459 | NONE | PC | EDUCATION | $5,000 |
| OPEN HEARTS COMMUNITY MISSION | |||||||
| PO BOX 991 | STATESBORO | GA | 30459 | NONE | PC | HOMELESS MISSION - CHARITABLE | $5,000 |
| PREVENT CHILD ABUSE BULLOCH CO | |||||||
| 515 DENMARK ST | STATESBORO | GA | 30458 | NONE | PC | CHILD ABUSE PREVENTION | $2,000 |
| ROCKIN OUT ALZHEIMERS FOUNDATION | |||||||
| 201 MARTIN LUTHER KING JR | STATESBORO | GA | 30458 | NONE | PC | HOMELESS SHELTER | $2,200 |
| ROTARY CLUB OF STATESBORO | |||||||
| 3772 COUNTRY CLUB RD | STATESBORO | GA | 30458 | NONE | PC | COMMUNITY SERVICES | $2,200 |
| SAFE HAVEN | |||||||
| PO BOX 2494 | STATESBORO | GA | 30459 | NONE | PC | WOMEN'S SHELTER - CHARITABLE | $2,500 |
| STATESBORO BAHAMAS STUDENT RELIEF | |||||||
| CROSSROADS COMMUNITY CHUR | STATESBORO | GA | 30458 | NONE | PC | RELIGIOUS | $6,000 |
| STATESBORO HIGH SCHOOL | |||||||
| 10 LESTER RD | STATESBORO | GA | 30458 | NONE | PC | EDUCATION | $2,500 |
| THE AVERITT ARTS CENTER | |||||||
| POBOX 926 | STATESBORO | GA | 30459 | NONE | PC | SUPPORT FOR THE ARTS - CHARITABLE | $5,000 |
| THE DANIELLE COLLINS FOUNDATION | |||||||
| 259 SHEFFIELD ROAD | PEMBROKE | GA | 31321 | NONE | PC | CHARITABLE | $5,000 |
| UNITED WAY OF SE GA | |||||||
| 515 DENMARK ST STE 2300 | STATESBORO | GA | 30458 | NONE | PC | COMMUNITY SERVICES | $5,000 |
| YOUNG LIFE OF STATESBORO | |||||||
| PO BOX 2415 | STATESBORO | GA | 30459 | NONE | PC | RELIGIOUS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$35,317 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,047 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE C WARREN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | U/A DTD 02/12/2001 | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3621 VININGS SLOPE SUITE 4420 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $264,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,130 | Amt |
| Net Investment Income | $8,904 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,226 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,373,119 | EOYBookValueAmt |
| EOYFMV | $4,745,777 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $46,687 | $46,687 |
| OTHER INVESTMENT COSTS | $1,283 | $1,283 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,120 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $317 | Amt |
| Net Investment Income | $317 | NetInvestmentIncomeAmt |
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