BETA

DAVID A BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DAVID A BALL FAMILY FOUNDATION INC (EIN 81-0783869)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-02-24
IRS object ID
202030559349100313
Schema version
2019v5.0
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)
Return2020-02-24T15:33:24-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810783869EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID A BALL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone9127646951PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A BALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9127646951PhoneNum
Signature2020-02-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN G HILLPreparerPersonNm
PTINP00744480PTIN
Phone9127646951PhoneNum
Preparation2020-02-24PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,965,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$873InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$873InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$116,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$116,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$559,692GrossSalesPriceAmt
Other Income Rev And Expnss$2,645OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,645OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$361,081TotalRevAndExpnssAmt
Total Net Invst Incm$119,631TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,135AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,568AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,567AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,851TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,851TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$44,115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,115OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$52,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,534TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,567TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$204,040ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$204,040ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$256,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,534TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$206,607TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$104,940ExcessRevenueOverExpensesAmt
Net Investment Income$70,097NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$698,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$428,483SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$428,483SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,395,992CorporateStockBOYAmt
Corporate Stock EOY$3,770,746CorporateStockEOYAmt
Corporate Stock EOYFMV$4,537,044CorporateStockEOYFMVAmt
Total Assets BOY$4,094,289TotalAssetsBOYAmt
Total Assets EOY$4,199,229TotalAssetsEOYAmt
Total Assets EOYFMV$4,965,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,094,289NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,199,229NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,094,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,199,229TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,094,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,199,229TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,094,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$104,940ExcessRevenueOverExpensesAmt
Subtotal$4,199,229SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,199,229TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - SEE ATTACHEDP2019-01-012019-07-01$59,552$58,267$1,285$1,285
MORGAN STANLEY - SEE ATTACHEDP2018-01-012019-07-01$500,140$511,975-$11,835-$11,835
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,550CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,285NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$119,757AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,208,756NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028454DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,777AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,318,882NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.015601DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,143AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,754,127NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051959DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$1,726,841NetVlNoncharitableAssetsYr4Amt
Total Distribution0.096014TotalDistributionRt
Average Distribution0.032005AverageDistributionRt
Net Vl Noncharitable Assets$4,330,073NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$138,584AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$701NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$139,285AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$206,607QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$701InvestmentIncomeExciseTaxAmt
Subtotal$701SubtotalAmt
Tax Based On Investment Income$701TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$418OverpaymentAmt
Applied To ES Tax$418AppliedToESTaxAmt

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
DAVID A BALL
2001 WESTSIDE ROADSTATESBOROGA30458PRESIDENT000.00$0$0$0
EDWIN G HILL
PO BOX 727STATESBOROGA30459VICE PRESIDE000.00$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$4,249,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,362AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,396,013TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,396,013AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,940CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,330,073NetVlNoncharitableAssetsAmt
Minimum Investment Return$216,504MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$216,504MinimumInvestmentReturnAmt
Tax Based On Investment Income$701TaxBasedOnInvestmentIncomeAmt
Total Tax$701TotalTaxAmt
Distributable Before Adj$215,803DistributableBeforeAdjAmt
Distributable Before Ded$215,803DistributableBeforeDedAmt
Distributable As Adjusted$215,803DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$206,607ExpensesAndContributionsAmt
Qualifying Distributions$206,607QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$701PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$205,906AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$215,803DistributableAsAdjustedAmt
Undistributed Income PY$204,032UndistributedIncomePYAmt
Qualifying Distributions$206,607QualifyingDistributionsAmt
Applied To Year1$204,032AppliedToYear1Amt
Applied To Current Year$2,575AppliedToCurrentYearAmt
Undistributed Income CY$213,228UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATHLETES IN ACTION
1332 SOUTHERN DRIVESTATESBOROGA30458NONEPCRELIGIOUS$5,000
BULLOCH ACADEMY
873 WESTSIDE DRIVESTATESBOROGA30458NONEPCEDUCATION$30,000
CITY OF STATESBORO
50 E MAIN STREETSTATESBOROGA30458NONEGOVYOUTH DEVELOPMENT$2,600
COASTAL PLAINS FCA
PO BOX 2603STATESBOROGA30459NONEPCRELIGIOUS$7,500
CONNECTION CHURCH
1342 CAWANA RDSTATESBOROGA30461NONEPCRELIGIOUS$50,000
CURE FOR CHILDHOOD CANCER
200 ASHFORD CENTER NORTHATLANTAGA30338NONEPCMEDICAL RESEARCH$5,000
FIRST BAPTIST CHURCH
108 N MAIN STREETSTATESBOROGA30458NONEPCRELIGIOUS$33,000
FOSTERING BULLOCHBROKEN SHACKLE
2505 WATERING HOLE CTSTATESBOROGA30458NONEPCCHARITABLE - FOSTER CARE$5,000
FREEDOM ALLIANCE
22570 MARKEY COURT 240DULLESVA20166NONEPCVETERANS ASSISTANCE - CHARITABLE$5,000
GSU ATHLETIC FOUNDATION
PO BOX 8115STATESBOROGA30460NONEPCCOLLEGIATE ATHLETICS/EDUCATION$7,500
HEARTS AND HANDS
127 NORTH COLLEGE STSTATESBOROGA30458NONEPCLOW INCOME MEDICAL CLINIC$5,000
KYLE PEASE FOUNDATION
2566 SHALLOWFORD RD 104ATLANTAGA30435NONEPCASSISTANCE TO DISABLED - CHARITABLE$5,000
NEW BEGINNINGS IN CHRIST
PO BOX 192GARFIELDGA30425NONEPCRELIGIOUS$5,000
OGEECHEE AREA HOSPICE
PO BOX 531STATESBOROGA30459NONEPCCHARITABLE - HOSPICE CARE$5,000
OGEECHEE TECHNICAL COLLEGE
PO BOX 764STATESBOROGA30459NONEPCEDUCATION$5,000
OPEN HEARTS COMMUNITY MISSION
PO BOX 991STATESBOROGA30459NONEPCHOMELESS MISSION - CHARITABLE$5,000
ROCKIN' OUT ALZHEIMERS FOUNDATION
PO BOX 2109STATESBOROGA30459NONEPCALZHEIMER'S SUPPORT - CHARITABLE$2,200
SAFE HAVEN
PO BOX 2494STATESBOROGA30459NONEPCWOMEN'S SHELTER - CHARITABLE$2,500
SHS BOOSTER CLUB
10 LESTER RDSTATESBOROGA30458NONEPCSTUDENT ATHLETE SUPPORT$2,000
STATESBORO BAHAMAS STUDENT RELIEF
CROSSROADS COMMUNITY CHURSTATESBOROGA30458NONEPCRELIGIOUS$4,000
STATESBORO HIGH SCHOOL
10 LESTER RDSTATESBOROGA30458NONEPCEDUCATION$5,000
THE AVERITT ARTS CENTER
POBOX 926STATESBOROGA30459NONEPCSUPPORT FOR THE ARTS - CHARITABLE$2,400
THE DANIELLE COLLINS FOUNDATION
259 SHEFFIELD ROADPEMBROKEGA31321NONEPCCHARITABLE$340
YOUNG LIFE OF STATESBORO
PO BOX 2415STATESBOROGA30459NONEPCRELIGIOUS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$204,040TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$873ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,113ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,550ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Exclusion14ExclusionCd
Exclusion$2,645ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$109,081ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$109,081TotalIncomeProducingActyAmt

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$252,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,135Amt
Net Investment Income$2,568NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,567DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,770,746EOYBookValueAmt
EOYFMV$4,537,044EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNT FEES$44,115$44,115

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$2,645RevenueAndExpensesPerBooksAmt
Net Investment Income$2,645NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,851Amt
Net Investment Income$2,851NetInvestmentIncomeAmt

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