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DAVID A BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DAVID A BALL FAMILY FOUNDATION INC (EIN 81-0783869)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-07
IRS object ID
201730389349100103
Schema version
2016v3.0
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)
Return2017-02-07T10:34:06-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-02-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN G HILLPreparerPersonNm
PTINP00744480PTIN
Phone9127646951PhoneNum
Preparation2017-02-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id573B2345A1376528641F5CD1CB9F2F22717B5AEFAtSubmissionCreationDeviceId
At Submission Filing Device IdB35050169D827F31F10F91C11764CBE241664DAFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,045,678FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$260,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$395InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$395InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,727DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,727DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,921NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$312,362GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,921CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,043TotalRevAndExpnssAmt
Total Net Invst Incm$65,043TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$6,270LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$6,270LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,335OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$850OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,120TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$84,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$216,088ExcessRevenueOverExpensesAmt
Net Investment Income$47,708NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,388,929CashBOYAmt
Sav And Temp Cash Invst EOY$445,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$445,757SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$364,209CorporateStockBOYAmt
Corporate Stock EOY$1,376,944CorporateStockEOYAmt
Corporate Stock EOYFMV$1,599,921CorporateStockEOYFMVAmt
Total Assets BOY$1,753,138TotalAssetsBOYAmt
Total Assets EOY$1,822,701TotalAssetsEOYAmt
Total Assets EOYFMV$2,045,678TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,753,138UnrestrictedBOYAmt
Unrestricted EOY$1,822,701UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,753,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,822,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,753,138TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,822,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,753,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$216,088ExcessRevenueOverExpensesAmt
Subtotal$1,969,226SubtotalAmt
Other Decreases$146,525OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,822,701TotNetAstOrFundBalancesEOYAmt

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
SEE ATTACHED SCHEDULEP2016-01-202016-12-13$72,883$62,779$10,104$10,104
SEE ATTACHED SCHEDULED2012-12-312016-01-20$239,284$217,662$21,622$21,622
FieldValueIRS element (for citing)
Capital Gain Net Income$31,921CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$10,104NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$1,726,841NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$1,754,127NetVlNoncharitableAssetsAmt
Net Investment Income Pct$477NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$477AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,620QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$477InvestmentIncomeExciseTaxAmt
Subtotal$477SubtotalAmt
Tax Based On Investment Income$477TaxBasedOnInvestmentIncomeAmt
Tax Due$477TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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

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 ROADSTATESBOROGA30458PRESIDENT0.25$0$0$0
EDWIN G HILL
PO BOX 727STATESBOROGA30459VICE PRESIDE0.25$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$1,231,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$549,825AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,780,840TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,780,840AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,754,127NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$477TaxBasedOnInvestmentIncomeAmt
Total Tax$477TotalTaxAmt
Distributable Before Adj$87,229DistributableBeforeAdjAmt
Distributable Before Ded$87,229DistributableBeforeDedAmt
Distributable As Adjusted$87,229DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,620ExpensesAndContributionsAmt
Qualifying Distributions$91,620QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$477PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,143AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,229DistributableAsAdjustedAmt
Undistributed Income PY$5,204UndistributedIncomePYAmt
Qualifying Distributions$91,620QualifyingDistributionsAmt
Applied To Year1$5,204AppliedToYear1Amt
Applied To Current Year$86,416AppliedToCurrentYearAmt
Undistributed Income CY$813UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GEORGIA SOUTHERN UNIVERSITY FOUND
PO BOX 8053STATESBOROGA30460NONEPCEDUCATIONAL$5,000
OGEECHEE TECHNICAL COLLEGE
1 JOE KENNEDY BLVDSTATESBOROGA30458NONEPCEDUCATIONAL$2,500
FOSTERING BULLOCH
2505 WATERING HOLE CTSTATESBOROGA30458NONEPCCHARITABLE$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPCRELIGIOUS$2,500
YOUNG LIFE OF STATESBORO
17 N MAIN STSTATESBOROGA30458NONEPCRELIGIOUS$2,500
OPEN HEARTS COMMUNITY MISSION
PO BOX 2048STATESBOROGA30459NONEPCCHARITABLE$5,000
HEARTS AND HANDS CLINIC
PO BOX 224STATESBOROGA30459NONEPCCHARITABLE$2,500127 NORTH COLLEGE ST
NEW BEGINNINGS
PO BOX 192GARFIELDGA30425NONEPCCHARITABLE$5,000134 AUGUSTA RD
LUKE PROJECT 11
PO BOX 1127STATESBOROGA30459NONEPCCHARITABLE$1,000
GEORGIA SOUTHERN UNIVERSITY ATHLETI
PO BOX 8115STATESBOROGA30460NONEPCEDUCATIONAL$17,500
ATHLETES IN ACTION
651 TAYLOR DRIVEXENIAOH45385NONEPCRELIGIOUS$5,000
SOUTH BRIDGE CHURCH
410 SOUTH ZETTEROWER AVESTATESBOROGA30458NONEPCRELIGIOUS$25,000
PAINE COLLEGE
1235 15TH STAUGUSTAGA30901NONEPCEDUCATIONAL$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$395RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,727RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,921RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65,043RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,043TotalIncomeProducingActyAmt

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$260,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,376,944EOYBookValueAmt
EOYFMV$1,599,921EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL AND ACCOUNTINGCategoryTxt
Legal Fees$6,270LegalFeesAmt
Disbursements Charitable Prps$6,270DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST BEGINNING INVESTMENTS TO COSTDesc
Amt$146,525Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ACCOUNT FEES$17,335$17,335
OTHER FEES$850$850

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