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Nonprofit · EIN 58-6433255

CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001

Also known as WARREN III WILLIAM C TTEE

Tax-exempt · ATLANTA, GA 30339

Financials

$1.8M$1.8M2023$1.8M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,774,208$1,769,978$4,230$15,400$0$15,400
December 31, 2023990-PF$1,773,491$1,773,496-$5$11,170$0$11,170
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,773,390
Interest
$818

Expenses

Grants and similar amounts paid
$1,767,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,768,739

Balance sheet and other

Total assets, start of year
$11,170
Total assets, end of year
$15,400
Total liabilities, end of year
$0
Net assets, end of year
$15,400
Fair market value of assets
$15,400
Qualifying distributions
$1,768,739
Net investment income
$818

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GLENN D WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
LAMAR Q BALL III
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
W WARREN BALL
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
DAVID A BALL
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
WILLIAM C WARREN IV
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
THOMAS R WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
JAMES K WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
GLENN D WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
LAMAR Q BALL III
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
W WARREN BALL
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
DAVID A BALL
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
WILLIAM C WARREN IV
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
THOMAS R WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0
JAMES K WARREN
3621 VININGS SLOPE SUITE 4420, ATLANTA, GA 30339
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
3621 VININGS SLOPE SE STE 4420, ATLANTA, GA 30339-4194
In care of
% WILLIAM C WARREN III
Signed the 990-PF
WILLIAM C WARREN, TRUSTEE
Phone
(770) 432-3700
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6433255
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,442
Income (IRS master file)
$1,773,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,774,208$1,769,978$15,400XML
990-PFDecember 2023$1,773,491$1,773,496$11,170XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6433255).

Questions about CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001

What is the EIN of CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001?
The employer identification number (EIN) of CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 is 58-6433255.
Is CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 file?
Form 990-PF. Private foundations file every year.
When is the next return of CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,774,208, expenses of $1,769,978 and total assets of $15,400 at year end.

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