2025-05-22T10:49:44-05:00 2024-09-30 580692043 MAULDIN & JENKINS LLC 2000 SOUTHBRIDGE PARKWAY STE 501 BIRMINGHAM AL 35209 990 2023-10-01 630308398 COMMUNITY FOUNDATION OF NORTHEAST ALABAMA COMM 2562315160 1701 HENRY ROAD ANNISTON AL 36207 J MITCHELL ROGERS INTERIM PRESIDENT & CEO 2562315160 2025-05-22 1 0 MEREDITH SMITH P00663029 2054452880 2025-05-20 2023 2025-03-06 01:10:19Z X J MITCHELL ROGERS 1701 HENRY ROAD ANNISTON AL 36207 39614530 0 X WWW.CFNEA.ORG X 1999 AL TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME 14 14 29 106 0 0 11364176 13023480 1042385 1219373 6201391 4537907 764737 819696 19372689 19600456 1855723 3793582 0 0 1383192 1563662 0 0 357545 2039601 4075382 5278516 9432626 14094173 10167830 71361003 94376958 4317273 8961792 67043730 85415166 TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME 0 0 8212223 3793582 6571295 THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. 8212223 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 31 0 1 29 1 1 1 0 0 0 0 1 1 1 6 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X X DEBORAH PFLEDDERER 2562315160 1701 HENRY ROAD ANNISTON AL 36207 BLAIR GOODGAME TRUSTEE & GOVERNANCE COMMI 1.00 X 0 0 0 JOHN ROCHESTER TRUSTEE & BOARD CHAIR 1.00 X X 0 0 0 ANNA BERRY TRUSTEE & BOARD VICE-CHAIR 1.00 X X 0 0 0 MARY AMMONS TRUSTEE & TREASURER 1.00 X X 0 0 0 NANDA PATEL TRUSTEE & BOARD SECRETARY 1.00 X X 0 0 0 ANTHONY COOK TRUSTEE & F/I COMMITTEE 1.00 X 0 0 0 JEFF NAPPER TRUSTEE & F/I COMMITTEE 1.00 X 0 0 0 JACK SWIFT TRUSTEE & F/I COMMITTEE 1.00 X 0 0 0 DR QUENTIN LEE TRUSTEE & SCHOLARSHIPS COM 1.00 X 0 0 0 JACQUIE TESSEN TRUSTEE & GRANTS COMMITTEE 1.00 X 0 0 0 JUDGE WES MOBLEY TRUSTEE & GRANTS COMMITTEE 1.00 X 0 0 0 PAT BORSTORFF TRUSTEE & SCHOLARSHIPS COM 1.00 X 0 0 0 FATHER JOHN MCDONALD TRUSTEE & GRANTS COMMITTEE 1.00 X 0 0 0 LYNN BREWER TRUSTEE & GRANTS COMMITTEE 1.00 X 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 40.00 X 170200 0 35696 DEBORAH PFLEDDERER CFO 40.00 X 125600 0 35554 J MITCHELL ROGERS INTERIM PRESIDENT & CEO 40.00 X 80163 0 16294 FRED SMITH VICE PRESIDENT OF COMMUNITY PARTNERSHIP 40.00 X 74475 0 31888 SUSAN M WILLIAMSON VICE PRESIDENT ADVANCEMENT * COMMUNICATIONS 40.00 X 58463 0 24265 508901 0 143697 2 0 1 0 0 13023480 4287390 13023480 ADMIN & PROJECT FEE 900099 1219373 1219373 1219373 2311661 2311661 814015 0 814015 814015 814015 22240320 20014074 2226246 2226246 2226246 UNREALIZED GAIN ON SPLIT-INTEREST 900099 5681 5681 5681 19600456 6571295 0 5681 X 3489461 3489461 304121 304121 509142 397131 76371 35640 616715 485033 89137 42545 78959 59843 12547 6569 273376 226495 36989 9892 85470 66667 12821 5982 57906 54432 2316 1158 41745 41745 56202 39033 14114 3055 44553 30741 9802 4010 21998 17269 3284 1445 46458 40572 3837 2049 64849 47928 13645 3276 197510 169858 19751 7901 52435 38084 11164 3187 REPAIRS AND MAINTENANCE 1381995 1077956 207299 96740 ADMINISTRATIVE FEES 1179477 799096 266562 113819 OTHER PROGRAM EXPENSES 611913 575841 24048 12024 CGA ADJUSTMENT 181567 181567 136774 111095 17426 8253 9432626 8212223 862858 357545 367535 341433 10478124 16721558 100000 2400000 6887 3659 9450253 1281141 2271469 8169112 53792617 62065115 4283738 4609766 60633 66315 71361003 94376958 106694 2188613 504877 525905 68639 3705702 6178635 4317273 8961792 X 16248389 24877252 50795341 60537914 67043730 85415166 71361003 94376958 10167830 8203606 0 X X 0 1 X 1 0 X 5435201 2288915 3131945 11363976 10623480 32843517 5435201 2288915 3131945 11363976 10623480 32843517 1847986 30995531 1124446 1030313 1782410 1277705 2311661 7526535 40370052 0.76780 0.70650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2975 2975 9429650 9432625 621631 155408 0 0 367360 378826 103482 621631 1471299 2206949 1428 259 2899 2975 7561 91840 94707 100583 155408 442538 663807 31 153362 346798 4351641 1 1 44032417 160363 9847398 3916107 80482 112510 49931079 36019314 135887 9976137 1876315 222606 44032417 42858612 998615 -5932122 1796571 109220 36019314 34533146 938882 9122692 1623895 6000 106214 42858612 34603289 1177034 788903 1912672 25507 97901 34533146 0.03890 0.29400 0.66710 0 0 976116 976116 5882369 1149111 4733258 2591768 132030 2459738 8169112 AGENCY FUNDS - DUE TO OTHER ORGANIZATIONS 5478812 CHARITABLE GIFT ANNUNITY LIABILITY 314115 ACCRUED PAYROLL AND COMPENSATED ABSENCES 349426 ACCRUED BENEFITS 36282 6178635 X 27804060 8203604 8203604 19600456 0 19600456 9432626 0 9432626 0 9432626 PART V, LINE 4: THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT IN PERPETUITY TO THE BENEFICIARY ORGANIZATION OR CHARITABLE PURPOSE AS PROVIDED FOR IN THE DOCUMENT CREATING THE ENDOWMENT. PART X, LINE 2: THE FOUNDATION APPLIES THE PROVISIONS OF THE ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAINTY IN INCOME TAXES. THE GUIDANCE REQUIRED ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON IRS EXAMINATION. IN ACCORDANCE WITH THIS GUIDANCE, THE FOUNDATION HAD DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AT SEPTEMBER 30, 2024 AND 2023, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. 1 AGNES SCOTT COLLEGE 141 EAST COLLEGE AVENUE DECATUR GA 30030 580566116 501(C)(3) 8919 0 FMV GENERAL USE ALABAMA POLICY INSTITUTE 200 MISSIONARY RIDGE DRIVE SUITE 110 BIRMINGHAM AL 35242 630809568 501(C)(3) 7500 0 FMV ALABAMA CENTER FOR LAW & LIBERTY, GENERAL USE ANNISTON FATHERHOOD INITIATIVE INC PO BOX 2225 ANNISTON AL 36202 815024743 501(C)(3) 18000 0 FMV ANNISTON FATHERHOOD INITIATIVE ANNISTON MUSEUMS AND GARDENS PO BOX 1587 ANNISTON AL 36202 636001182 501(C)(3) 44111 0 FMV REPAIR THE GREENHOUSE/SPECIAL PROJECT FOR INTERN/MENTORING PRGORAM, UNRESTRICTED IMO OF JOSIE AYRES, LONGLEAF BOTANTICAL GARDENS, AND ADA ACCESS FOR EDUCATIONAL CONCOURSE BLOUNT COUNTY EDUCATION FOUNDATION INC PO BOX 603 ONEONTA AL 35121 631215348 501(C)(3) 30000 0 FMV SUMMER 2024 SAIL PROGRAM BRIDGING THE GAP COMMUNITY SERVICES INC PO BOX 1197 ROANOKE AL 36274 853876061 501(C)(3) 12103 0 FMV A HEALTHIER ME PROGRAM CHEAHA CREATIVE ARTS PO BOX 5097 ANNISTON AL 36205 450594628 501(C)(3) 6200 0 FMV STANDARDS FOR EXCELLENCE GRANT AND ART CLASSES AT RANDOLPH PARK ELEMENTARY SCHOOL FAMILY SUCCESS CENTER OF ETOWAH COUNTY INC 821 BROAD STREET GADSDEN AL 35903 631287103 501(C)(3) 42150 0 FMV HOPE FAMILY & CHILDREN COUNSELORS; WOMEN'S LEADERSHIP FORUM PROGRAM COLUMBIA THEOLOGICAL SEMINARY PO BOX 520 DECATUR AL 30031 580566165 501(C)(3) 11892 0 FMV EDUCATIONAL INTERFAITH MINISTRIES INC PO BOX 1444 ANNISTON AL 36202 630851160 501(C)(3) 30290 0 FMV USAGE; HEALTH COACHING JACKSONVILLE CHRISTIAN OUTREACH CENTER INC 206 WEST FRANCIS STREET JACKSONVILLE AL 36265 631148270 501(C)(3) 17486 0 FMV JCOC UTILITIES ASSISTANCE FUND LAKESIDE HOSPICE 4010 MASTERS ROAD PELL CITY AL 35128 631035850 501(C)(3) 9248 0 FMV CARING, RESPECTFUL, INCLUSIVE, END-OF-LIFE CARE OF ALL, INCLUDING INDIGENT PATIENTS EVELYN MOON CRISIS SHELTER 30 ALAN DRIVE ANNISTON AL 36202 852230241 501(C)(3) 35067 0 FMV ON MY WAY HOME PROGRAM PRESBYTERIAN COLLEGE 503 SOUTH BROAD STREET CLINTON SC 29325 570314408 501(C)(3) 8919 0 FMV EDUCATIONAL ST MICHAEL'S MEDICAL CLINIC PO BOX 1884 ANNISTON AL 36202 825246184 501(C)(3) 15788 0 FMV ST. MICHAEL'S EQUIPMENT PROJECT; UNRESTRICTED KINGDOM FAMILY CHRISTIAN FELLOWSHIP INC 700 HUFFMAN ROAD BIRMINGHAM AL 35215 820833073 501(C)(3) 15000 0 FMV 2024 SUMMER LEARNING PROGRAM MAXIMIZING MENTAL HEALTH 616 BELLEVUE DRIVE GADSDEN AL 35904 843166621 501(C)(3) 28108 0 FMV MAXIMIZING MENTAL HEALTH SERVICES THE COMMUNITY FOOD BANK OF CENTRAL ALABAMA 107 WALTER DAVIS DRIVE BIRMINGHAM AL 35209 630837956 501(C)(3) 33000 0 FMV UNRESTRICTED USE; CLIENT CHOICE SENIOR GROCERY PROGRAM EXPANSION PALISADES CHURCH OF CHIRST 625 PALISADES BOULEVARD BIRMINGHAM AL 35209 630348131 501(C)(3) 10000 0 FMV GENERAL USE PIEDMONT RESCUE SQUAD PO BOX 333 PIEDMONT AL 36272 630861153 501(C)(3) 11303 0 FMV CRASH EXTRICATION TOOLS UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 540506428 501(C)(3) 11892 0 FMV EDUCATIONAL RAINBOW OMEGA INC 100 HOPE DRIVE EASTABOGA AL 36260 631036500 501(C)(3) 153437 0 FMV SUPPORT FOR THE ORGANIZATION AND ITS MISSION SACRED HEART OF JESUS CATHOLIC CHURCH 1301 GOLDEN SPRINGS ANNISTON AL 36207 871690089 501(C)(3) 14099 0 FMV EDUCATIONAL UNITED WAY OF EAST CENTRAL ALABAMA INC 1505 WILMER AVENUE ANNISTON AL 36201 630350957 501(C)(3) 51500 0 FMV IMAGINATION LIBRARY PROGRAM YMCA OF CALHOUN COUNTY PO BOX 1649 ANNISTON AL 36202 630332253 501(C)(3) 21274 0 FMV UNRESTRICED USE; SWIM FOR LIFE PROGRAM; SUMMER DAY CAMP SCHOLARSHIPS; POOL RENOVATIONS SHEPHERD'S COVE FOUNDATION 408 MARTLING ROAD ALBERTVILLE AL 35951 455365095 501(C)(3) 17301 0 FMV SHEPHERD'S COVE PALLIATIVE CARE PROGRAM SHILOH CHURCH OF CHRIST PO BOX 272 HAZEL GREEN AL 35750 631059360 501(C)(3) 6000 0 FMV INDIA MISSIONS SIGHT SAVERS AMERICA 337 BUSINESS CIRCLE PELHAM AL 35124 300188234 501(C)(3) 49391 0 FMV CASE MANAGED EYE CARE; HEALTH AND VISION SCREENINGS; FOLLOW-UP EYE CARE PROGRAMS; ADULT LOW VISION AND BLINDNESS PROGRAM SYLACAUGA CITY SCHOOLS 43 NORTH BROADWAY AVENUE SYLACAUGA AL 35150 636001111 501(C)(3) 0 19061 FMV MMP EQUIPMENT MMP EQUIPMENT TALLADEGA CITY SCHOOLS 501 SOUTH STREET EAST TALLADEGA AL 35160 636001113 501(C)(3) 0 11440 FMV MMP EQUIPMENT MMP EQUIPMENT TALLADEGA COUNTY BOARD OF EDUCATION 106 SOUTH STREET WEST TALLADEGA AL 35160 636001115 501(C)(3) 0 11800 FMV MMP EQUIPMENT MMP EQUIPMENT THE DONOHO SCHOOL 2501 HENRY ROAD ANNISTON AL 36207 630460422 501(C)(3) 5500 0 FMV EDUCATIONAL WINDY VAN HOOTEN TEACHING GARDEN PO BOX 93 GADSDEN AL 35902 843769131 501(C)(3) 9946 0 FMV HOOTEN HOLLER GARDEN AND OUTDOOR EDUCATION SITE AND TEACHING CENTER ALABAMA INSTITUTE FOR THE DEAF AND BLIND (AIDB) 205 EAST SOUTH STREET TALLADEGA AL 35160 630797728 501(C)(3) 0 40433 FMV MMP EQUIPMENT MMP EQUIPMENT ALABAMA SERVICE PROJECT INC 521 20TH STREET NORTH BIRMINGHAM AL 35203 274713991 501(C)(3) 7500 0 FMV SAWYERVILLE DAY CAMP 2024 SUMMER LEARNING PROGRAM AMERICAN RED CROSS OF ALABAMA 700 CALDWELL TRACE BIRMINGHAM AL 35242 530196605 501(C)(3) 5208 0 FMV BLOOD SAVES LIVES: SUPPORTING NORTHEAST ALABAMA ANNISTON CITY SCHOOLS BOARD OF EDUCATION POST OFFICE BOX 1500 ANNISTON AL 36202 636000733 501(C)(3) 0 14354 FMV MMP EQUIPMENT MMP EQUIPMENT JACKSONVILLE CITY SCHOOLS 123 COLLEGE STREET SW JACKSONVILLE AL 36265 630991635 501(C)(3) 0 27256 FMV MMP EQUIPMENT MMP EQUIPMENT BIG BROTHERS BIG SISTERS OF NORTHEAST ALABAMA (BBBS) POST OFFICE BOX 933 GADSDEN AL 35902 630847018 501(C)(3) 36009 0 FMV STANDARDS OF EXCELLENCE GRANT, STEM AND MENTORING PROGRAMS, "ROAD TO RESILIENCY PROGRAM BOY SCOUT TROOP #247 1045 COUNTY ROAD 380 CENTRE AL 35960 842587590 501(C)(3) 11000 0 FMV WASHINGTON D.C. TRIP, UNRESTRICTED OPERATIONAL EXPENSES BOYS & GIRLS CLUB OF CENTRAL ALABAMA POST OFFICE BOX 10391 BIRMINGHAM AL 35202 630302102 501(C)(3) 10000 0 FMV SUMMER 2024 SAIL PROGRAM BREAKTHROUGH BIRMINGHAM 1914 4TH AVENUE NORTH SUITE 330 BIRMINGHAM AL 35203 943140620 501(C)(3) 8505 0 FMV TALLADEGA SUMMER SCHOLARS: NUTRITION, OUTDOOR EDUCATION, AND MENTAL HEALTH CITY OF ANNISTON 4309 MCCLELLAN BOULEVARD ANNISTON AL 36206 636001182 501(C)(3) 29515 0 FMV PROGRAM USE CALHOUN COUNTY SCHOOLS POST OFFICE BOX 2084 BIRMINGHAM AL 36202 636000784 501(C)(3) 0 32842 FMV MMP EQUIPMENT MMP EQUIPMENT CITY OF OXFORD 145 HAMRICE DRIVE EAST OXFORD AL 36203 636001337 501(C)(3) 30000 0 FMV STEINWAY PIANO 23-24 PAYMENT LODER RAGALAND MINISTRIES INC 712 25TH STREET NORTH BIRMINGHAM AL 35203 800183802 501(C)(3) 6500 0 FMV 2024 SUMMER LEARNING PROGRAM COMMUNITY ENABLER DEVELOPERS INC 104 F STREET ANNISTON AL 36201 630765763 501(C)(3) 8351 0 FMV INFANT FORMULA COOSA VALLEY MEDICAL CENTER FOUNDATION 315 W HICKORY STREET SYLACAUGA AL 35151 630817446 501(C)(3) 5300 0 FMV SYLACAUGA HEALTHCARE AUTHORITY MENTONE EDUCATIONAL RESOURCES FOUNDATION (MERF) POST OFFICE BOX 107 MENTONE AL 35984 631147880 501(C)(3) 5625 0 FMV STUDENTS INDEPENDENT PRESBYTERIAN CHURCH 3100 HIGHLAND AVENUE BIRMINGHAM AL 35205 237396600 501(C)(3) 20500 0 FMV SUPPORT OR THE CHURCH AND ITS MISSION GADSDEN STATE CARDINAL FOUNDATION POST OFFICE BOX 8265 GADSDEN AL 35902 460730246 501(C)(3) 25126 0 FMV COMMUNITY HEALTH EDUCATION - GADSDEN STATE COMMUNITY COLLEGE - NURSING DIVISION GADSDEN STATE COMMUNITY COLLEGE BUSINESS OFFICE POST OFFICE BOX 227 GADSDEN AL 35902 630501425 501(C)(3) 11043 0 FMV E2 STUDENTS TUTITION, BOOKS AND SUPPLIES NEW LIFE FOR WOMEN POST OFFICE BOX 553 GADSDEN AL 35902 770623513 501(C)(3) 9350 0 FMV NEW LIFE FOR WOMEN OUTPATIENT PROGRAM PARKER MEMORIAL BAPTIST CHURCH POST OFFICE BOX 2104 ANNISTON AL 36202 630366290 501(C)(3) 6000 0 FMV UNRESTRICTED USE PELL CITY GATEWAY COMMUNITY GARDEN POST OFFICE BOX 17 PELL CITY AL 35125 820690392 501(C)(3) 7611 0 FMV IMPROVEMENTS FOR BETTER DISABILITY ACCESS PIEDMONT HISTORICAL SOCIETY 130 NORTH CENTER AVENUE PIEDMONT AL 36272 639940258 501(C)(3) 9675 0 FMV DISABLED PROJECT TALLADEGA COLLEGE 627 BATTLE STREET TALLADEGA AL 35160 630288870 501(C)(3) 7844 0 FMV "BROTHER WHAT'S ON YOUR MIND?" PROGRAM; FOOD FOR THE MIND, BODY AND SOUL PROGRAM; TALLADEGA COLLEGE HEARTH RESPONSE PROGRAM ST CLAIR COUNTY BOARD OF EDUCATION 45 CR-33 ASHVILLE AL 35953 636001061 501(C)(3) 15630 0 FMV HEALTH CARE AND HEALTH RELATED TANNER MEDICAL FOUNDATION 109 COLLEGE STREET CARROLLTON GA 30117 581790152 501(C)(3) 16083 0 FMV GET HEALTHY, LIVE WELL EAST ALABAMA THE ARC OF CALHOUN AND CLEBURNE COUNTIES 401 NOBLE STREET ANNISTON AL 36201 630749696 501(C)(3) 23952 0 FMV FAMILY ADVOCACY PROGRAM THE BREAKTHROUGH COLLABORATIVE INC POST OFFICE BOX 71420 OAKLAND CA 94612 943140620 501(C)(3) 19500 0 FMV SUMMER 2024 SAIL PROGRAM THE KID ONE TRANSPORT POST OFFICE BOX 11864 BIRMINGHAM AL 35202 631165579 501(C)(3) 5226 0 FMV TRANSPORTING NORTHEAST ALABAMA TO BETTER HEALTH THE RIGHT PLACE 105 WEST 15TH STREET ANNISTON AL 36201 454568903 501(C)(3) 19463 0 FMV SAFE PLACE DROP-IN CENTER MENTAL HEALTH COUNSELOR UNIVERSITY CHURCH OF CHRIST 1200 JULIA TUTWILER DRIVE TUSCALOOSA AL 35404 630719854 501(C)(3) 10000 0 FMV REACH CAMPUS MINISTRY WILD ALABAMA 552 LAWRENCE STREET MOULTON AL 35650 852784968 501(C)(3) 9914 0 FMV GETTNIG LOCAL YOUTH AND EDUCATORS WILD ABOUT ALABAMA'S WILD PLACES! WOMEN WITH A PURPOSE POST OFFICE BOX 462 ANNISTON AL 36202 800955710 501(C)(3) 7741 0 FMV WOMEN WITH A PURPOSE 66 SCHOLARSHIP/EDUCATION - AUBURN UNIVERSITY 11 46500 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - JACKSONVILLE STATE UNIVERSITY 9 29000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - TROY UNIVERSITY 3 7000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA 10 32500 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA AT BIRMINGHAM (UAB) 5 23000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - SPRING HILL COLLEGE 2 10000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - GADSDEN STATE COMMUNITY COLLEGE 7 11914 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - DARTMOUTH COLLEGE 2 10000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - UNIVERSITY OF GEORGIA 2 8000 FMV SCHOLARSHIPS/EDUCATION PART I, LINE 2: THE FOUNDATION HAS A COMPREHENSIVE PROCESS TO REVIEW, EVALUATE AND CLOSE EACH GRANT AND SCHOLARSHIP AWARD. THE PROCESS INCLUDES: - A PROPOSAL PROCESS TO ENSURE THE REQUEST IS IN LINE WITH FOUNDATION OBJECTIVES. - A WRITTEN SET OF GUIDELINES AND APPLICATION FOR ALL GRANT OR SCHOLARSHIP DISTRIBUTIONS. - SCREENING AND TRAINING OF ALL EXTERNAL VOLUNTEERS WHO WILL ASSIST IN THE REVIEW PROCESS. - A LIST OF ALL SCHOLARSHIP AND BOARD VOLUNTEERS AND STAFF IS MAINTAINED BASED ON A 3-YEAR REVIEW OF DISQUALIFIED PERSONS. - ALL SCHOLARSHIP APPLICANTS MUST SIGN THAT THEY ARE NOT RELATED TO ANY DISQUALIFIED PERSON. - A RANKING FOR EACH GRANT AND SCHOLARSHIP POOL IS BASED ON THE REVIEWERS' SCORES OF THE AWARD'S OBJECTIVE. - BOARD OF TRUSTEES HAS EXCLUSIVE FINAL DECISION ON ALL AWARDS. - WRITTEN SUMMARY OF THE AWARD AND THE PARAMETERS TO SUSTAIN THE AWARD. - SCHOLARSHIPS ARE EXCLUSIVELY DISTRIBUTED TO THE HIGHER EDUCATION INSTITUTION. - RANDOM SITE-VISITS TO CONTINUE THE RELATIONSHIP AND REVIEW THE PROGRESS. - RENEGOTIATE SIGNIFICANT GRANT TERMS OR EXPENDITURES BASED ON RELEVANT CHANGES. - FINAL GRANT REPORT TO SATISFACTORILY CLOSE THE GRANT DEPENDING ON TIMEFRAME (1-3 YEARS). - ALL GRANT AND SCHOLARSHIP APPLICATIONS ARE MAINTAINED ELECTRONICALLY ACCORDING TO THE FOUNDATION'S DOCUMENT RETENTION POLICY. - ALL AWARDED GRANT AND SCHOLARSHIP DOCUMENTATION IS MAINTAINED AND SCANNED. MOREOVER, IN COMPLIANCE WITH THE PENSION PROTECTION ACT (2006), THE FOUNDATION EXERCISES FULL CONTROL OVER THE REVIEW AND SELECTION OF ALL SCHOLARSHIP RECIPIENTS WITH NO INDEPENDENT COMMITTEE DELEGATED TO PERFORM THIS ROLE. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 169000 0 0 0 1200 0 16900 0 18796 0 205896 0 0 0 DEBORAH PFLEDDERER CFO 125000 0 0 0 600 0 8750 0 26804 0 161154 0 0 0 FRED SMITH VICE PRESIDENT OF COMMUNITY PARTNERS 73875 0 0 0 600 0 0 0 31888 0 106363 0 0 0 J MITCHELL ROGERS INTERIM PRESIDENT & CEO 79563 0 0 0 600 0 0 0 16294 0 96457 0 0 0 SUSAN M WILLIAMSON VICE PRESIDENT ADVANCEMENT * COMMUNI 57863 0 0 0 600 0 0 0 24265 0 82728 0 0 0 X 386 33199 FMV X 6 3475000 FMV X ORGAN 1 698000 X MISCELLANEOUS GALA DONATIONS 14 4890 FMV X HEROES AND HELPERS GRANT 1 2500 FMV 0 1 1 PART I, LINE 32B: THE FOUNDATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHEN A CONTRIBUTION IS RECEIVED SUCH AS A SECURITY, IT IS THEN SOLD AND CONVERTED TO CASH AND RECORDED AS CONTRIBUTION REVENUE BASED UPON THE QUOTED MARKET PRICE ON THE DATE OF THE DONATION. THE FOUNDATION'S POLICY IS TO SELL ALL DONATED NON-CASH ASSETS AS SOON AS POSSIBLE. THE FOUNDATION USES AN AUCTION COMPANY TO LIQUIDATE DONATED PERSONAL PROPERTY. FROM TIME TO TIME THE FOUNDATION RECEIVES SPECIALIZED PERSONAL PROPERTY THAT IT SELLS TO QUALIFIED & STRATEGIC BUSINESSES TO ACHIEVE A HIGHER VALUE THAN WHAT CAN BE REALIZED IN AN AUCTION. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO AND CFO PRESENT A COPY OF THE FORM 990 FOR DETAILED REVIEW BY THE ORGANIZATION'S BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IS COMPLETED FOR ALL VOLUNTEERS AND STAFF REGARDLESS OF THE CAPACITY OF THEIR SERVICE. THE FORM INCLUDES A SIGNATURE THAT CONFIRMS THAT THEY HAVE READ AND WILL ADHERE TO THE POLICY. IN ADDITION, EVERY BOARD MEETING AND MOST COMMITTEE MEETINGS BEGIN WITH A REVIEW OF THE CONFLICT OF INTEREST POLICY AND ASKS EACH PARTICIPANT TO FULLY DISCLOSE ANY CONFLICT OR BIAS THAT THEY HAVE WITH ANY AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION RECOMMENDATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE REVIEW CONSISTS OF: 1) REVIEW BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ACTUAL COMPENSATION BUDGETED COMPARED WITH THE PROPOSED AMOUNT 2) REVIEW OF ACTUAL COMPENSATION IN COMPARISON TO OTHER STAFF 3) OBSERVING COMPARABLE SALARY DATA FROM THE COUNCIL OF FOUNDATIONS, FOR OTHER FOUNDATIONS IN THE U.S. THE COMPENSATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVE IN COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M., AS WELL AS, ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. THE FOUNDATION DOES NOT HAVE A COPY OF ITS FORM 1023. THE FOUNDATION TRIED TO OBTAIN A COPY FROM THE IRS BUT THE IRS HAS DESTROYED ALL RECORDS PRIOR TO 1940. THE FOUNDATION'S FORM 1023 IS DATED 1938. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M. AND ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. FORM 990, PART IX, LINE 11G HR SERVICES: PROGRAM SERVICE EXPENSES 10,983. MANAGEMENT AND GENERAL EXPENSES 1,511. FUNDRAISING EXPENSES 343. TOTAL EXPENSES 12,837. SECURITY MONITORING: PROGRAM SERVICE EXPENSES 461. MANAGEMENT AND GENERAL EXPENSES 88. FUNDRAISING EXPENSES 39. TOTAL EXPENSES 588. TECHNOLOGY: PROGRAM SERVICE EXPENSES 27,589. MANAGEMENT AND GENERAL EXPENSES 6,102. FUNDRAISING EXPENSES 2,673. TOTAL EXPENSES 36,364. CONTRACTOR - WORKFORCE DEVELOPMENT & CLERICAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,413. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,413. FORM 990, PART IX, LINE 24E EQUIPMENT AND SUPPLIES: PROGRAM SERVICE EXPENSES 57,021. MANAGEMENT AND GENERAL EXPENSES 5,702. FUNDRAISING EXPENSES 3,116. TOTAL EXPENSES 65,839. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 31,729. MANAGEMENT AND GENERAL EXPENSES 6,736. FUNDRAISING EXPENSES 2,984. TOTAL EXPENSES 41,449. PRINTING: PROGRAM SERVICE EXPENSES 7,299. MANAGEMENT AND GENERAL EXPENSES 2,435. FUNDRAISING EXPENSES 1,040. TOTAL EXPENSES 10,774. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 3,699. MANAGEMENT AND GENERAL EXPENSES 1,234. FUNDRAISING EXPENSES 527. TOTAL EXPENSES 5,460. IN-KIND: PROGRAM SERVICE EXPENSES 4,891. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,891. WEBSITE: PROGRAM SERVICE EXPENSES 3,364. MANAGEMENT AND GENERAL EXPENSES 306. FUNDRAISING EXPENSES 153. TOTAL EXPENSES 3,823. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 2,143. MANAGEMENT AND GENERAL EXPENSES 711. FUNDRAISING EXPENSES 304. TOTAL EXPENSES 3,158. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 949. MANAGEMENT AND GENERAL EXPENSES 302. FUNDRAISING EXPENSES 129. TOTAL EXPENSES 1,380. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS NOT CHANGED EITHER THE OVERSIGHT OR SELECTION PROCESS SINCE THE PRIOR RETURN. CFNEA REAL ESTATE HOLDING LLC 1701 HENRY ROAD ANNISTON AL 36207 REAL ESTATE AL 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CFNEA REAL ESTATE HOLDING LLC B 643537 NBV