2022-02-10T10:00:34-06:00 2019-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990 2019-01-01 631225003 COMMUNITY FOUNDATION OF WEST ALABAMA COMM 2053660698 PO BOX 3033 TUSCALOOSA AL 35403 GLENN TAYLOR PRESIDENT 2053660698 2022-02-08 1 CHRISTOPHER J WILLIAMS P00366288 2053458440 2022-01-10 2019 2022-09-23 18:48:47Z X GLENN TAYLOR PO BOX 3033 TUSCALOOSA AL 35403 3237875 0 X WWW.THECFWA.ORG X 1999 AL TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 19 19 3 0 0 0 1542090 1661682 0 0 271051 352614 -634556 1206578 1178585 3220874 738397 673056 0 0 68748 77166 0 0 0 153274 161818 960419 912040 218166 2308834 11533407 15469152 3394884 5021795 8138523 10447357 X TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 0 0 62600 62600 UNITED WAY OF WEST ALABAMA 32000 32000 ST. MARK METHODIST CHURCH 32625 32625 THE UNIVERSITY OF ALABAMA 610058 545831 OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. 610058 545831 737283 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 AL X GLENN TAYLOR 2053660698 700 ENERGY CENTER BLVD 406 NORTHPORT AL 35476 DAVIS S BURTON JR DIRECTOR 0.50 X 0 0 0 CLAUDE EDWARDS CHAIRMAN 2.00 X X 0 0 0 JAMES FLEMMING DIRECTOR 0.50 X 0 0 0 GLENN TAYLOR PRESIDENT & CEO 20.00 X X 41623 0 0 PIERCE BOYD DIRECTOR 0.50 X 0 0 0 SAM FAUCETT DIRECTOR 0.50 X 0 0 0 JAMES I HARRISON III DIRECTOR 0.50 X 0 0 0 SHELLEY JONES DIRECTOR 0.50 X 0 0 0 JUDGE JOHN ENGLAND JR DIRECTOR 0.50 X 0 0 0 DR BARRY MASON SECRETARY 2.00 X X 0 0 0 LEAH ANN SEXTON DIRECTOR 0.50 X 0 0 0 PAM PARKER DIRECTOR 0.50 X 0 0 0 LIN MOORE TREASURER 2.00 X X 0 0 0 THOMAS A NETTLES IV DIRECTOR 0.50 X 0 0 0 MARY BESS PALUZZI VICE PRESIDENT 2.00 X X 0 0 0 DR HUGH STEGALL DIRECTOR 0.50 X 0 0 0 JOHN T DEWITT DIRECTOR 0.50 X 0 0 0 BOBBY INGRAM DIRECTOR 0.50 X 0 0 0 DAVE PASS DIRECTOR 0.50 X 0 0 0 41623 0 0 0 0 0 0 0 27725 1633957 1211271 1661682 351457 351457 1157 0 1157 1157 1157 13650 27725 17001 -3351 -3351 UNREALIZED HOLDING GAI 900099 1121727 1121727 INTERNAL FEE INCOME 900099 88202 88202 1209929 3220874 1562543 0 -3351 673056 673056 41622 20811 20811 30302 15151 15151 5242 2621 2621 10300 5150 5150 1774 887 887 6000 3000 3000 101 101 4984 4984 INTERNAL FEE 86261 86261 INVESTMENT EXPENSE 38956 38956 DUES AND SUBSCRIPTIONS 4190 4190 UTILITIES 3840 1920 1920 5412 5412 912040 737283 174757 0 81234 101633 350000 0 350000 11452098 15017444 75 75 11533407 15469152 3394884 5021795 3394884 5021795 X 8105523 10408357 33000 39000 8138523 10447357 11533407 15469152 2308834 0 X 0 1 X 1 0 X 464167 973207 587622 483632 1084182 3592810 464167 973207 587622 483632 1084182 3592810 729096 2863714 301986 230622 307747 271050 352614 1464019 83514 61878 62866 67384 101852 377494 5434323 0.52700 0.49800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60 7 1563821 8750 596547 19712 6370336 183245 1 1 3169049 89111 622529 56797 35555 3788337 2291306 1143583 -171679 60490 33671 3169049 1237045 912385 190456 26888 21692 2291306 837635 366340 62710 16329 13311 1237045 858483 26825 -18590 17978 11105 837635 0.32500 0.67500 0 0 350000 350000 350000 SYNOVUS CD 23180 F SMARTBANK MONEY MARKET 60247 F BRYANT BANK 972169 F FIRST NATIONAL CENTRAL RDP 65662 F SMARTBANK CHECKING 3125 F RAYMOND JAMES 12670683 F LPL FINANCIAL 1192397 F RAYMOND JAMES-MORGAN KEEGAN 29981 F 15017444 MISCELLANEOUS LIABILITIES 2800 AGENCY ACCOUNTS 5017055 PAYROLL LIABILITIES 1940 5021795 3220874 0 3220874 0 3220874 912040 0 912040 0 912040 PART V, LINE 4: THERE ARE NINE PERMANENT FUNDS. TWO ARE FOR THE SUPPORT OF THE PUBLIC LIBRARY, ONE FOR AID TO BATTERED WOMEN AND ABUSED CHILDREN AND THE OTHER SIX FOR SCHOLARSHIPS. TWO BOARD DESIGNATED FUNDS ARE RESERVED TO FUND ANNUAL GRANTS TO COMMUNITY ORGANIZATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2019 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2019 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. BANQUET 41375 27725 13650 17001 41375 27725 13650 17001 17001 -3351 1 FIRST UNITED METHODIST CHURCH OF TUSCALOOSA 26000 GENERAL FUND CHRIST EPISCOPAL 25500 GENERAL FUND JOYCE SELLERS FOUNDATION 7800 GENERAL FUND STILLMAN COLLEGE 7650 GENERAL FUND UNIVERSITY OF ALABAMA 32625 GENERAL FUND UNITED WAY OF WEST ALABAMA 62600 GENERAL FUND GRACE PRESBYTERIAN CHURCH 28000 GENERAL FUND TUSCALOOSA SYMPHONY ORCHESTRA 7500 GENERAL FUND CENTRAL ALABAMA COMMUNITY COLLEGE 7500 GENERAL FUND FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA 17050 GENERAL FUND THE HUMANE SOCIETY OF WEST ALABAMA 10675 GENERAL FUND RISE CENTER 7000 GENERAL FUND THE SALVATION ARMY OF TUSCALOOSA 9000 GENERAL FUND TUSCALOOSA ACADEMY 10000 GENERAL FUND TUSCALOOSA'S ONE PLACE 23500 GENERAL FUND UNIVERSITY OF NORTH ALABAMA 11000 GENERAL FUND ALABAMA ARISE 5000 GENERAL FUND ALABAMA STATE PARKS FOUNDATION 11000 GENERAL FUND ALICEVILLE FIRST BAPTIST CHURCH 10000 GENERAL FUND ALICEVILLE FIRST PRESBYTERIAN CHURCH 10000 GENERAL FUND ALICEVILLE FIRST UNITED METHODIST CHURCH 5000 GENERAL FUND ARTS N AUTISM 11500 GENERAL FUND BIG OAK RANCH 12650 GENERAL FUND CHRIST CHURCH 6000 GENERAL FUND COMMUNITY FOUNDATION OF EAST ALABAMA 10000 GENERAL FUND DCH FOUNDATION 27600 GENERAL FUND ENGLISH LANGUAGE INSTITUTE IN CHINA 5000 GENERAL FUND FIRST PRESBYTERIAN CHURCH OF ALICEVILLE 25000 GENERAL FUND JEFFERSON STATE COMMUNITY COLLEGE 5000 GENERAL FUND JOE NAMATH FOUNDATION 5000 GENERAL FUND LIVE LIKE LIBBY-LOVE LIKE LIBBY FOUNDATION 5000 GENERAL FUND SAND SPRINGS UNITED METHODIST CHURCH 10000 GENERAL FUND SHELTON STATE COMMUNITY COLLEGE 5500 GENERAL FUND ST MARK METHODIST CHURCH 32000 GENERAL FUND TUSCALOOSA CHILDREN'S CENTER 21000 GENERAL FUND TUSCALOOSA CHILDREN'S THEATRE 7500 GENERAL FUND TUSCALOOSA SAFE CENTER 7000 GENERAL FUND PART I, LINE 2: GRANT AWARDS FROM NON-DONOR ADVISED FUNDS ARE BASED ON APPLICATION FORMS SUBMITTED BY THE RECIPIENTS AND APPROVED BY THE BOARD OF DIRECTORS. A REPORT BACK TO THE COMMUNITY FOUNDATION IS REQUIRED WITH SIX MONTHS OF RECEIPT OF THE GRANT. GRANTS FROM DONOR ADVISED FUNDS ARE BASED ON THE RECOMMENDATION OF THE DONOR FOLLOWED BY VERIFICATION THAT THE RECIPIENT IS A CHARITABLE ORGANIZATION AND APPROVAL BY THE BOARD IF OVER $10,000 AND APPROVAL BY A DIRECTOR IF UNDER $10,000. X 16 861271 FAIR MARKET VALUE X 1 350000 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK TRANSCATIONS 990 PART IV LINE 12A AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABLE AT THIS TIME. THEREFORE, THE RECONCILIATION ON SCHEDULE D PAGE 4 COULD NOT BE PREPARED. AUDITED FINANCIAL STATEMENTS ARE IN PREPARATION AND WILL BE AVAILABLE AT A LATER DATE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A DIRECTOR AND MADE AVAILABLE TO BOARD AND EXECUTIVE COMMITTEE AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MAKES SURE THAT A CONFLICT OF INTEREST STATEMENT IS COMPLETED FOR EACH OFFICER AND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE FILLS OUT A WRITTEN EVALUATION FORM ON THE CEO/PRESIDENT. THE COMMITTEE RECOMMENDS A SALARY TO THE BOARD OF DIRECTORS. THE BOARD APPROVES THE SALARY ANNUALLY IN JULY. THE PROCESS WOULD BE THE SAME FOR ANY EMPLOYEE. AT THIS TIME THERE ARE TWO OTHER EMPLOYEES. ONE IS A PART-TIME OFFICE EMPLOYEE AND ONE IS A PART-TIME DEVELOPMENT EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990 - AMENDED RETURN EXPLANATION THE FOUNDATION IS AMENDING FORM 990 TO CLAIM A DONATION OF LAND THAT WAS INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. THE CHANGES TO THE RETURN AS A RESULT OF THIS INCLUSION ARE AS FOLLOWS: PAGE 1, INCREASE TO LINES 8, 19, 20 AND 22 OF $350,000 EACH. PAGE 3, LINE 11A CHANGES TO "YES" AS A RESULT OF THE LAND DONATION. PAGE 9, INCREASE TO LINES 1F, 1G, 1H AND 12 OF $350,000 EACH. PAGE 11, INCREASE OF $350,000 ON LINES 10A, 10C. AND 16. INCREASE OF $350,000 ON LINES 27 AND 33. PAGE 12, INCREASE OF $350,000 ON LINES 1 AND 10 OF PART XI. SCHEDULE B, UPDATED TO ADD SARA AND ALLEN HENRY AS DONORS AND TO MARK THE NON-CASH DONATION BOX. SCHEDULE D, PAGE 1, PART 1, COLUMN (A) ADDED $350,000 IN ADDITIONAL CONTRIBUTIONS TO LINE 2 AND $350,000 IN ADDITIONAL VALUE TO LINE 4. SCHEDULE D, PAGE 2, ADDED LAND TO PART VI. PAGE 4, INCREASED LINES 1 AND 5 IN PART XI. SCHEDULE M, ADDED LINE 15 INFORMATION FOR THE NEWLY REPORTED NON-CASH CHARITABLE DONATION OF LAND. SCHEDULE O, ADDED A SUMMARY OF THESE CHANGES HERE-IN AS AN AMENDED RETURN NOTE.