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WARREN AVERETT FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WARREN AVERETT FOUNDATION (EIN 82-3182228)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349203457
Schema version
2018v3.1
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)
Return2019-11-15T10:54:27-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823182228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARRBusinessNameControlTxt
Phone2059794100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGAN RANDOLPHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2059794100PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA BILLINGSPreparerPersonNm
PTINP00641505PTIN
Phone2059794100PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.189.21.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm10:20:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE9D442F84C484E9AE6A46A8120721FB4FE0048EFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$60,439GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$60,286ContributionsGiftsGrantsEtcAmt
Investment Income$153InvestmentIncomeAmt
Total Revenue$60,439TotalRevenueAmt
Grants And Similar Amounts Paid$60,422GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$232PrintingPublicationsPostageAmt
Other Expenses Total$1,298OtherExpensesTotalAmt
Total Expenses$61,952TotalExpensesAmt
Excess Or Deficit For Year-$1,513ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$44,194NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$42,681NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$44,727BOYAmt
EOY$44,233EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,727BOYAmt
EOY$44,233EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$533BOYAmt
EOY$1,552EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$44,194BOYAmt
EOY$42,681EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE WARREN AVERETT FOUNDATION WAS ESTABLISHED THROUGH A PASSIONATE COMMITMENT OF WARREN AVERETT TO PROVIDE NEEDED RESOURCES FOR OUR PEOPLE, COMMUNITY AND ORGANIZATIONS IN AN EFFORT TO HELP THEM THRIVE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE FOUNDATION PROVIDED ASSISTANCE AND RESOURCES TO STRUGGLING EMPLOYEES OF WARREN AVERETT.$30,594$30,730
THE FOUNDATION PROVIDED SUPPORT TO COMPASSION INTERNATIONAL TO SEND WARREN AVERETT EMPLOYEES TO FURTHER THE MISSION OF THE FOUNDATION AS WELL AS COMPASSION INTERNATIONAL.$29,692$29,692
FieldValueIRS element (for citing)
Total Program Service Expenses$60,422TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
APRIL HARRY
CHAIRMAN0.50$0$0$0
MEGAN RANDOLPH
TREASURER0.50$0$0$0
JOSH REIDINGER
SECRETARY0.50$0$0$0
REED KING
DIRECTOR0.50$0$0$0
CLINT FREEMAN
DIRECTOR0.50$0$0$0
SHERRY WRIGHT
DIRECTOR0.50$0$0$0
ANDREW SIEGEL
DIRECTOR0.50$0$0$0
MICHELLE SANCHEZ
DIRECTOR0.50$0$0$0
MELANIE NICHOLS
DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER HARDINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Phone2059794100PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$44,929CurrentTaxYearMinus1YearAmt
Current Tax Year$60,286CurrentTaxYearAmt
Total$105,215TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$44,929CurrentTaxYearMinus1YearAmt
Current Tax Year$60,286CurrentTaxYearAmt
Total$105,215TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$105,215PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$157TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$157TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$44,933CurrentTaxYearMinus1YearAmt
Current Tax Year$60,439CurrentTaxYearAmt
Total$105,372TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationTHE WARREN AVERETT FOUNDATION WAS FORMED 11/01/2017. FOR THE 2017 TAX YEAR A FORM 990N WAS FILED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 153.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: GRANTS. PURPOSE OF PAYMENT: PROGRAM SUPPORT. AMOUNT OF PAYMENT: 23,264.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: HURRICANE RELIEF. PURPOSE OF PAYMENT: PROGRAM SUPPORT. AMOUNT OF PAYMENT: 7,466.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: COMPASSION RWANDA. PURPOSE OF PAYMENT: PROGRAM SUPPORT. AMOUNT OF PAYMENT: 29,692. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 60,422.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: FUNDRAISER CONTESTS. AMOUNT: 425. DESCRIPTION: THRIVE K. AMOUNT: 873. TOTAL TO FORM 990-EZ, LINE 16: 1,298.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 245. DESCRIPTION: DUE FROM WARRAN AVERETT COMPANIES. BEG. OF YEAR AMOUNT: 533. END OF YEAR AMOUNT: 1,307.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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