2024-05-15T09:35:18-05:00 2023-12-31 582475857 NICHOLS CAULEY & ASSOCIATES LLC PO BOX 2644 DALTON GA 30722 990PF 2023-01-01 270063662 KENNETH E BORING CHARITABLE FOUNDATION INC KENN 4236027866 P O BOX 1258 CHATTANOOGA TN 37401 DOROTHY B SHAW PRESIDENT 7062267625 2024-05-15 1 DOROTHY SHAW XXX-XX-XXXX 0 JERRY WATKINS P00750550 7062782834 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3935204 X 50000 121 121 186962 186962 273719 273719 273719 510802 460802 0 0 0 2360 2360 0 381 381 0 2741 2741 0 300575 300575 303316 2741 300575 207486 458061 50728 5328 5328 59050 44123 44123 5897 5897 5897 5897 3104488 3100128 3879856 2400 0 0 3222563 3155476 3935204 1101048 828926 1101048 828926 X 0 0 0 0 2121515 2326550 2121515 2326550 3222563 3155476 2121515 207486 0 2329001 2451 2326550 CALL TFC $52.5 EXP 1/20/2023 2023-01-01 2023-12-01 273682 273682 273682 MONEY MARKET REALIZED GAIN/LOSS 2023-12-31 2023-12-31 37 37 37 273719 6367 0 6367 0 6367 0 0 0 0 0 141 6508 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A JKBB LIMITED LLC 4236027866 P O BOX 1258 CHATTANOOGA TN 374011258 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOROTHY B SHAW P O BOX 1258 CHATTANOOGA TN 374011258 PRESIDENT/TREASURER 0.00 0 0 0 ROBERT S RILEY 8 SHADOWBROOK CIR AUGUSTA GA 30909 TRUSTEE 0.00 0 0 0 LEAH BORING HILL 1520 RIVERVIEW RD CHATTANOOGA TN 37405 TRUSTEE 0.00 0 0 0 LAURA BORING HOPKINS P O BOX 52173 ATLANTA GA 30355 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 3954809 79611 5897 4040317 0 0 4040317 60605 3979712 198986 198986 6367 6367 192619 0 192619 0 192619 300575 0 300575 192619 0 0 43107 58798 64671 47408 27898 241882 300575 0 0 0 192619 107956 0 0 349838 0 0 0 0 0 0 43107 306731 58798 64671 47408 27898 107956 DOROTHY BORING SHAW P O BOX 1258 CHATTANOOGA TN 37402 7062267625 PROOF OF NOT-FOR-PROFIT STATUS SHOULD BE INCLUDED WITH APPLICATION. DECEMBER 31 ORGANIZATIONS MUST OPERATE AS "QUALIFIED" CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. ATLANTA SPEECH SCHOOL 3160 NORTHSIDE PARKWAY NW ATLANTA GA 30327 501(C)(3) GREATEST NEED 10000 BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 501(C)(3) GREATEST NEED 5000 BIG BROTHERS BIG SISTERS OF NW GA P O BOX 417 DALTON GA 30720 501(C)(3) GREATEST NEED 1300 BOYS & GIRLS CLUB OF GMW P O BOX 309 DALTON GA 30722 501(C)(3) GREATEST NEED 2500 CHATTANOOGA BALLET PO BOX 6175 CHATTANOOGA TN 37405 501(C)(3) NUTCRACKER SPONSORSHIP 2500 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 501(C)(3) MUSEUM COLLEGE DAZE 35000 DALTON STATE FOUNDATION 650 COLLEGE DRIVE DALTON GA 30720 501(C)(3) GREATEST NEED 85000 FAMILY SUPPORT COUNCIL P O BOX 1707 DALTON GA 307221707 501(C)(3) GREATEST NEED 5000 FIX GEORGIA PETS 6300 POWERS FERRY RD ATLANTA GA 30339 501(C)(3) GREATEST NEED 6000 FRIENDSHIP HOUSE 1300 S HAMILTON ST DALTON GA 30720 501(C)(3) MUSIC FESTIVAL SPONSORSHIP 3000 JUNIOR ACHIEVEMENT OF GA INC NORTHWEST GA DISTRICT P O BOX 864 DALTON GA 30722 501(C)(3) HALL OF FAME SPONSOR 5000 MANY HOPES 67 TROTTING PARK RD EAST FALMOUTH MA 02536 501(C)(3) GREATEST NEED 15000 NORTHWEST GA COUNCIL OF BOY SCOUTS 1013 NORTH 5TH AVENUE SUITE 1 ROME GA 30165 501(C)(3) GREATEST NEED 2000 NW GA UNITED WAY P O BOX 566 DALTON GA 307220566 501(C)(3) ALEXIS DE TOCQUEVILLE SOCIETY 39775 ON POINT 4509 HIXSON PIKE SUITE 1 HIXSON TN 37343 501(C)(3) GREATEST NEED 5000 OSCAR N JONAS MEMORIAL FOUNDATION P O BOX 1008 DALTON GA 307221008 501(C)(3) GREATEST NEED 2000 RONALD MCDONALD HOUSE CHARITIES 795 GATEWOOD ROAD NE ATLANTA GA 30329 501(C)(3) GREATEST NEED 5000 SALVATION ARMY P O BOX 1463 DALTON GA 30722 501(C)(3) GREATEST NEED 10000 SHEPHERD'S SPINAL CLINIC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 501(C)(3) GREATEST NEED 15000 UNITED WAY OF GREATER ATLANTA 40 COURTLAND ST NE ATLANTA GA 30303 501(C)(3) GREATEST NEED 10000 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET ST CHATTANOOGA TN 37402 501(C)(3) GREATEST NEED 20000 UNIVERSITY OF TEXAS FOUNDATION INC P O BOX 250 AUSTIN TX 78767 501(C)(3) MD ANDERSON/LEUKEMIA RESEARCH 10000 WHITFIELD-MURRAY HISTORICAL SOCIETY 715 CHATTANOOGA AVENUE DALTON GA 30720 501(C)(3) HUFF HOUSE 5000 WOODWARD ACADEMY 1662 RUGBY AVE COLLEGE PARK GA 30337 501(C)(3) GREATEST NEED 1500 300575 0 121 186962 273719 0 0 460802 460802 3 FUNDING ONLY 4 FUNDING ONLY 8 FUNDING ONLY 0 0 0 0 0 0 0 0 0 0 X X 1 DOROTHY BORING SHAW 108 S WILDBERRY RD ROCKY FACE GA 30740 50000 X LEGAL & ACCOUNTING 2360 2360 0 APPLE INC 71299 567771 TRUIST COMM STOCK 2848811 3108664 ARTISAN PARTNERS ASSET MANAGEMENT INC 144832 176720 VERIZON COMMUNICATIONS INC 18106 13911 3M CO 17080 12790 PREPAID FEDERAL TAXES 2400 EXCISE TAXES PAID 2451 BANK FEES 36 36 0 OFFICE SUPPLIES 345 345 0 CALL OPTIONS 1096688 823006 NONDIVIDEND DISTRIBUTIONS 4360 5920