Catherine C Warren Charitable Trust UA Dtd 02122001

Private foundation · Grantmaker Atlanta, GA EIN: 58-6433255

Catherine C Warren Charitable Trust UA Dtd 02122001 is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15K in total assets. In 2024, it awarded 7 grants totaling $1.8M.

Key facts about Catherine C Warren Charitable Trust UA Dtd 02122001

In short: Catherine C Warren Charitable Trust UA Dtd 02122001 gave $1.8M across 7 grants in 2024 (avg $253K), mostly in Georgia. Source: 2024 IRS Form 990-PF.

EIN
58-6433255
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,767,500
Grants made (2024)
7
Average grant
$252,500
Median grant
$252,500
Total assets
$15,400
Primary geography
Georgia (71% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15K

+37.9% YoY

Annual Giving

$1.8M

+0.0% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$253K

+0.0% YoY

Under IRS private-foundation payout rules, Catherine C Warren Charitable Trust UA Dtd 02122001 reported a distributable amount of $530 for 2024 — the minimum it must pay out in qualifying distributions.

How Catherine C Warren Charitable Trust UA Dtd 02122001 gives

  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Catherine C Warren Charitable Trust UA Dtd 02122001?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

BostonAtlantaMidwayMonroeSmyrnaStatesboro

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M7 grants2020 7 grants2021 7 grants2022 7 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $1.8M (2023) to $1.9M (2021). In 2024 it made 7 grants totaling $1.8M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Bank of America Charitable Gift Fund - Glenn D Warren Family Fund: $253KBank of America CharitableGift Fund - Glenn D Warren…$253KBank of America Charitable Gift Fund - the James K Warren Family Fund: $253KBank of America CharitableGift Fund - the James K…$253KBank of America Charitable Gift Fund - the Thomas R Warren Family Fund: $253KBank of America CharitableGift Fund - the Thomas R…$253KBank of America Charitable Gift Fund - the William C Warren IV Family Fund: $253KBank of America CharitableGift Fund - the William C…$253KDavid a Ball Family Foundation Inc: $253KDavid a Ball Family FoundationInc$253KThe Ballko Charitable Foundation: $253KThe Ballko CharitableFoundation$253KWilliam Warren Ball Family Foundation Inc: $253KWilliam Warren Ball FamilyFoundation Inc$253K

The largest 2024 recipient was Bank of America Charitable Gift Fund - Glenn D Warren Family Fund ($253K). Together the top 7 received $1.8M.

Grant Size Distribution

35 grants across all recorded years

<$50K$50–100K$100–250K35$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 35 grants of 35 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bank of America Charitable Gift Fund - Glenn D Warren Family Fund Boston, MAFurther the Charitable Mission$252,500
Bank of America Charitable Gift Fund - the James K Warren Family Fund Atlanta, GAFurther the Charitable Mission$252,500
Bank of America Charitable Gift Fund - the Thomas R Warren Family Fund Midway, GAFurther the Charitable Mission$252,500
Bank of America Charitable Gift Fund - the William C Warren IV Family Fund Boston, MAFurther the Charitable Mission$252,500
David a Ball Family Foundation Inc Statesboro, GAFurther the Charitable Mission$252,500
The Ballko Charitable Foundation Monroe, GAFurther the Charitable Mission$252,500
William Warren Ball Family Foundation Inc Smyrna, GAFurther the Charitable Mission$252,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$15,400$11,170$13,305
Revenue$1,774,208$1,773,491$1,773,446
Expenses$1,769,978$1,773,496$1,786,939
Qualifying Distributions$1,768,739$1,012,998$1,781,500
Distributable Amount$530$475$1,142

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Catherine C Warren Charitable Trust UA Dtd 02122001's 2024 filing lists 7 officers; none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David A. Ball

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Glenn D. Warren

    Trustee

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • James K. Warren

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Lamar Q. Ball III

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Thomas R. Warren

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • W. Warren Ball

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • William C. Warren IV

    Trustee

    Distribution Commttee Member → Trustee, 2023

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Catherine C Warren Charitable Trust UA Dtd 02122001

How much does Catherine C Warren Charitable Trust UA Dtd 02122001 give each year?

Catherine C Warren Charitable Trust UA Dtd 02122001 gave $1.8M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.8M across 7 grants.

What is Catherine C Warren Charitable Trust UA Dtd 02122001's typical grant size?

Catherine C Warren Charitable Trust UA Dtd 02122001's median grant in 2024 was $252,500, and its average grant was $252,500, across 7 grants on its 2024 IRS Form 990-PF.

Where does Catherine C Warren Charitable Trust UA Dtd 02122001 give grants?

Catherine C Warren Charitable Trust UA Dtd 02122001 gives mostly in Georgia: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (29%). The most frequent recipient cities were Boston, MA (2 grants).

Does Catherine C Warren Charitable Trust UA Dtd 02122001 give general operating support?

Not in 2024: none of the 7 grants with a stated purpose on Catherine C Warren Charitable Trust UA Dtd 02122001's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Further the Charitable Mission" (7 grants).

Who are Catherine C Warren Charitable Trust UA Dtd 02122001's largest grantees?

Catherine C Warren Charitable Trust UA Dtd 02122001's largest 2024 grantees include Bank of America Charitable Gift Fund - Glenn D Warren Family Fund ($252,500), Bank of America Charitable Gift Fund - the James K Warren Family Fund ($252,500) and Bank of America Charitable Gift Fund - the Thomas R Warren Family Fund ($252,500), according to its 2024 IRS Form 990-PF. Together they received 43% of its itemized 2024 grant dollars.

How large is Catherine C Warren Charitable Trust UA Dtd 02122001?

Catherine C Warren Charitable Trust UA Dtd 02122001 reported $15K in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $530 (roughly 5% of its investment assets).

What is Catherine C Warren Charitable Trust UA Dtd 02122001's EIN?

Catherine C Warren Charitable Trust UA Dtd 02122001's EIN (Employer Identification Number) is 58-6433255. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Catherine C Warren Charitable Trust UA Dtd 02122001 by hand.

Explore Open Grants

Browse active grant opportunities in Catherine C Warren Charitable Trust UA Dtd 02122001's focus areas in our free grants database

Similar Funders

Similar funders in Georgia

The Community Foundation for Greater Atlanta Inc

Atlanta, GA

The Community Foundation for Greater Atlanta funds nonprofits across areas including health, education, human services, arts, housing, and civic engagement, with an emphasis on equity and shared prosperity. Its itemized 2024 grants had a median of $21,000, and over 64% of its 2024 grant support stayed in the 23-county metro Atlanta region, though it also funds organizations nationally and internationally. Nonprofits can apply through the foundation’s Grants Portal for competitive opportunities; it also makes donor-advised grants, but the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5B

Grants

1,414

Total Given

$152.3M

Boys & Girls Clubs of America

Atlanta, GA

BGCA funds youth development through local Boys & Girls Clubs, supporting academic success, health, leadership, mentoring, and related programs. Its 2024 grants ranged from $5,047 to $2,704,861, with a median of $81,098, and went to communities across the United States, Native lands, and military installations. Whether it accepts unsolicited requests is not stated.

Youth Development

Assets

$95.2M

Grants

797

Total Given

$120.5M

Habitat for Humanity International Inc

Americus, GA

Habitat for Humanity International funds affiliates and other organizations working on affordable housing, including homebuilding, housing preservation, coalition building and advocacy. Its 2025 grants ranged from $5,027 to $6.37 million, with a median of about $48,700, supporting work across the U.S. and internationally; the profile does not state whether it accepts unsolicited requests.

International, Foreign Affairs & National Security

Assets

$760.0M

Grants

719

Total Given

$101.6M

American Cancer Society Inc

Atlanta, GA

The American Cancer Society funds cancer research, patient support, and advocacy, including grants to researchers, institutions, and related organizations. Its 2025 grants ranged from $5,648 to $9.6 million, with a median of $15,000; research funding supports institutions across the United States. It accepts applications for specific research programs through ProposalCentral, but the profile does not state whether it accepts unsolicited requests generally.

Assets

$1.7B

Grants

509

Total Given

$23.1M

The Arthur M Blank Family Foundation

Atlanta, GA

The Arthur M. Blank Family Foundation funds work in Atlanta’s Westside, democracy, the environment, mental health and well-being, youth development, and founder initiatives, with a focus on Georgia and Montana and some national impact. In 2024, grants ranged from $500 to $20 million, with a median of $50,000. It makes grants by invitation and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$466.3M

Grants

586

Total Given

$212.1M

Georgia Power Foundation Inc

Atlanta, GA

Georgia Power Foundation supports programs and capital campaigns that improve quality of life, including work in health care, education, workforce development, arts, and community development, with a strong preference for Georgia organizations and communities. Its 2024 grants ranged from $500 to $1 million, with a median of $10,000; requests of $25,000 or less are reviewed on an ongoing basis. It accepts online grant requests, as described in its filing.

Assets

$217.0M

Grants

517

Total Given

$18.6M

BVM Capacity Building Institute Inc

Atlanta, GA

BVM Capacity Building Institute funds grassroots and community-based organizations advancing social justice, especially through civic engagement, voter access, and organizational capacity building, across more than 20 states. Its 2024 grants ranged from $5,153 to $412,500, with a median of $14,000; the profile does not state whether it accepts unsolicited requests.

Assets

$13.6M

Grants

426

Total Given

$8.6M

Boys & Girls Clubs of America (Group Return)

Atlanta, GA

Boys & Girls Clubs of America funds local Club programs that support youth academics, health and wellness, leadership, mentoring, and workforce readiness, including after-school and summer activities. Its 2024 grants had a median of about $46,000, with awards ranging from roughly $5,000 to $3.9 million, supporting Clubs across the United States, Native lands, and military installations; whether it accepts unsolicited requests is not stated.

Assets

$47.8M

Grants

357

Total Given

$45.7M

Jewish Federation of Greater Atlanta Inc

Atlanta, GA

Jewish Federation of Greater Atlanta funds Jewish education, engagement, social services, and community-strengthening programs, with grantmaking focused on Greater Atlanta as well as Israel and other locations. In 2025 it made 435 grants, with a median award of $18,489; the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$431.3M

Grants

435

Total Given

$50.7M

Emory University

Atlanta, GA

Emory University primarily funds research and subcontract work for universities, hospitals, research organizations, and other organizations, across a range of academic and health-related fields. Its 2025 grants ranged from $5,500 to $19.1 million, with a median of about $97,000; 41% of grant dollars went to Georgia recipients. The profile does not state whether Emory accepts unsolicited requests.

Assets

$24.9B

Grants

362

Total Given

$183.7M

Inspire Brands Foundation Inc

Atlanta, GA

The foundation supports childhood hunger, youth leadership, education, and career readiness through national and local partnerships across the U.S. In 2024, grants ranged from $5,032 to nearly $2 million, with a median of $11,000. It does not accept unsolicited requests; grantees are nominated by members of the Inspire Brands community, while SPARK Cohort participants may apply for a growth-focused grant.

Assets

$14.3M

Grants

306

Total Given

$11.0M

Addo Foundation Inc

Atlanta, GA

Assets

$90K

Grants

287

Total Given

$197K

More Funders in Georgia

Catherine C Warren Charitable Trust UA Dtd 02122001 down — hundreds of funders to go?

Want AI to do this for you?