WILLIAM WARREN BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAM WARREN BALL FAMILY FOUNDATION INC (EIN 81-0821622)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-05
IRS object ID
202000659349100705
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)
Return2020-03-05T14:58:10-06:00ReturnTs
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)
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
Signature2020-03-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN G HILLPreparerPersonNm
PTINP00744480PTIN
Phone9127646951PhoneNum
Preparation2020-03-05PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.160.63.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-05IPDt
IP Tm14:58:10IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4C86530A4589E41FB3D26283DFC658414C45B149AtSubmissionCreationDeviceId
At Submission Filing Device Id4C86530A4589E41FB3D26283DFC658414C45B149AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,968,778FMVAssetsEOYAmt
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$699InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$699InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$120,155DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,155DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,731NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$556,820GrossSalesPriceAmt
Other Income Rev And Expnss$3,098OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$365,221TotalRevAndExpnssAmt
Total Net Invst Incm$120,854TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$595AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,210TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,210TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$44,846OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,846OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$47,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,651TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$211,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$211,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$258,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,651TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$212,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,570ExcessRevenueOverExpensesAmt
Net Investment Income$74,203NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$4,422CashEOYAmt
Cash EOYFMV$4,422CashEOYFMVAmt
Sav And Temp Cash Invst BOY$534,277SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$350,120SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$350,120SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,579,593CorporateStockBOYAmt
Corporate Stock EOY$3,865,898CorporateStockEOYAmt
Corporate Stock EOYFMV$4,614,236CorporateStockEOYFMVAmt
Total Assets BOY$4,113,870TotalAssetsBOYAmt
Total Assets EOY$4,220,440TotalAssetsEOYAmt
Total Assets EOYFMV$4,968,778TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,113,870NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,220,440NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,113,870TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,220,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,113,870TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,220,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,113,870TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,570ExcessRevenueOverExpensesAmt
Subtotal$4,220,440SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,220,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED - MORGAN STANLEYP$57,906$56,770$1,136$1,136
SEE ATTACHED - MORGAN STANLEYP$498,914$510,781-$11,867-$11,867
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,731CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$127,839AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,223,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030270DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,848AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,244,717NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.014438DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,050AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,772,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045169DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$1,726,841NetVlNoncharitableAssetsYr4Amt
Total Distribution0.089877TotalDistributionRt
Average Distribution0.029959AverageDistributionRt
Net Vl Noncharitable Assets$4,524,378NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$135,546AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$742NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$136,288AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$212,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$742InvestmentIncomeExciseTaxAmt
Subtotal$742SubtotalAmt
Tax Based On Investment Income$742TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$510EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$510TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$236TaxDueAmt

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$4,425,140AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,137AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,593,277TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,593,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,899CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,524,378NetVlNoncharitableAssetsAmt
Minimum Investment Return$226,219MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$226,219MinimumInvestmentReturnAmt
Tax Based On Investment Income$742TaxBasedOnInvestmentIncomeAmt
Total Tax$742TotalTaxAmt
Distributable Before Adj$225,477DistributableBeforeAdjAmt
Distributable Before Ded$225,477DistributableBeforeDedAmt
Distributable As Adjusted$225,477DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$212,000ExpensesAndContributionsAmt
Qualifying Distributions$212,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$742PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$211,258AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$225,477DistributableAsAdjustedAmt
Undistributed Income PY$210,209UndistributedIncomePYAmt
Qualifying Distributions$212,000QualifyingDistributionsAmt
Applied To Year1$210,209AppliedToYear1Amt
Applied To Current Year$1,791AppliedToCurrentYearAmt
Undistributed Income CY$223,686UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCMEDICAL RESEARCH$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$2,500
CONNECTIONS CHURCH
1342 CAWANA RDSTATESBOROGA30461NONEPCRELIGIOUS$7,500
EMORY - WINSHIP CANCER INSTITUTE
1365 CLIFTON RD NEATLANTAGA30322NONEPCMEDICAL RESEARCH$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 2603STATESBOROGA30459NONEPCRELIGIOUS$3,000
FOSTERING BULLOCH
2505 WATERING HOLE CTSTATESBOROGA30458NONEPCFOSTER CARE$10,000
GSU BOTANICAL GARDENS
1503 BLAND AVESTATESBOROGA30460NONEPCEDUCATION$2,500
GSU WESLEY FOUNDATION
103 HERTY DRSTATESBOROGA30458NONEPCRELIGIOUS$5,000
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
MAKE A WISH
1702 E HIGHLAND AVE 400PHOENIXAZ85016NONEPCBENEFIT CRITICALLY ILL CHILDREN$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
OGEECHEE TECHNICAL COLLEGE
1 JOE KENNEDY BLVDSTATESBOROGA30458NONEPCEDUCATION$5,000
OPEN HEARTS COMMUNITY MISSION
201 MARTIN LUTHER KING JRSTATESBOROGA30458NONEPCHOMELESS SHELTER$5,000
RMHC OF THE COASTAL EMPIRE
4710 WATERS AVESAVANNAHGA31404NONEPCMEDICAL HOUSING - ILL CHILREN/FAMILY$5,000
SHEPARD CENTER
2020 PEACHTREE RD NWATLANTAGA30309NONEPCMEDICAL RESEARCH$2,500
ST JUDES CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCCHILDREN'S HOSPITAL$2,500
STATESBORO FUMC
101 S MAIN STSTATESBOROGA30458NONEPCRELIGIOUS$25,000
THE CTR FOR WILDLIFE EDUCATION
PO BOX 8058STATESBOROGA30460NONEPCENVIRONMENTAL EDUCATION$5,000
THE MICHAEL J FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741NONEPCMEDICAL RESEARCH$5,000
THE RALLY FOUNDATION
5775 GLENRIDGE DRSANDY SPRINGSGA30328NONEPCCANCER RESEARCH$5,000
THE SCHENCK SCHOOL
282 MOUNT PARAN RDATLANTAGA30327NONEPCEDUCATION FOR DYSLEXIA STUDENTS$2,500
THE TEAL HOUSE SEXUAL ASSAULT CTR
209 S COLLEGESTATESBOROGA30458NONEPCVICTIMS ASSISTANCE$2,500
THRIVE CHURCH
33 EAST MAINSTATESBOROGA30458NONEPCRELIGIOUS$1,500
TRAVIS MILES FOUNDATION
89 WATER STHALLOWELLME04347NONEPCVETERANS ASSISTANCE$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NONEPCFIRST RESPONDER SUPPORT$5,000
UNITED METHODIST COR
810 12TH AVENUE SOUTHNASHVILLETN37203NONEPCHURRICANE RELIEF$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$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$211,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$699ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120,155ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,731ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Exclusion14ExclusionCd
Exclusion$3,098ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$113,221ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,221TotalIncomeProducingActyAmt

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)
Amt$1,595Amt
Net Investment Income$595NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$1,821,887$2,478,633
ETFS &CEFS$484,845$576,951
MUTUAL FUNDS$1,559,166$1,558,652

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ACCOUNT FEES$44,846$44,846

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$3,098RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$1,210Amt
Net Investment Income$1,210NetInvestmentIncomeAmt

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