ALTEC-STYSLINGER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALTEC-STYSLINGER FOUNDATION INC (EIN 72-1372302)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106507
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:35:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721372302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTECSTYSLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTE | BusinessNameControlTxt |
| Phone | 2059917733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN W RITCHIE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2059917733 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLEN | PersonFirstNm |
| Person Last | RITCHIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $169,778,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,050,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,682,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,682,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,617,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,887,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,617,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,083 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,282,838 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,360,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,017,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,196 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,589 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,762 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261,994 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,807 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $996,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,284,941 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,364,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,382,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,361,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,361,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,726,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,382,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,377,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,634,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,634,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,390,618 | CashBOYAmt |
| Cash EOY | $1,392,283 | CashEOYAmt |
| Cash EOYFMV | $1,392,283 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,645,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,880,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,880,208 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $19,998,242 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,600,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,482,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,739,405 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,230,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,550,938 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,766,394 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $111,864,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,305,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,778,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,864,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $128,305,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,864,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,305,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,864,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,305,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,864,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,634,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,783 | OtherIncreasesAmt |
| Subtotal | $128,500,781 | SubtotalAmt |
| Other Decreases | $195,272 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,305,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CENTENNIAL REAL ESTATE FUND III LP - LT | P | 2020-12-31 | 2021-12-31 | $255,007 | $255,007 | $255,007 | |
| FIDELITY - PUBLICLY TRADED SECURITIES - LT | P | 2020-12-31 | 2021-12-31 | $1,457,053 | $570,742 | $570,742 | $886,311 |
| CENTENNIAL REAL ESTATE FUND IV LP - LT | P | 2020-12-31 | 2021-12-31 | $704,862 | $704,862 | $704,862 | |
| CENTENNIAL REAL ESTATE FUND V, LP - LT | P | 2020-12-31 | 2021-12-31 | $998,891 | $998,891 | $998,891 | |
| CLEARVUE PARTNERS II, LP - LT | P | 2020-12-31 | 2021-12-31 | -$195,449 | -$195,449 | $195,449 | |
| COSTANOA VENTURES OPP FUND LP - LT | P | 2020-12-31 | 2021-12-31 | $366,090 | $366,090 | $366,090 | |
| COSTANOA VENTURE CAPITAL I - LT | P | 2020-12-31 | 2021-12-31 | $305,975 | $305,975 | $305,975 | |
| FORAGER FUND LP - LT | P | 2020-12-31 | 2021-12-31 | $26,048 | $26,048 | $26,048 | |
| FRANKLIN TALOS LP - LT | P | 2020-12-31 | 2021-12-31 | $12,675 | $12,675 | $12,675 | |
| KEMMONS WILSON HOSPITALITY PARTNERS LP - LT | P | 2020-12-31 | 2021-12-31 | $61 | $61 | $61 | |
| KNOLL VENTURES FUND I LP - LT | P | 2020-12-31 | 2021-12-31 | $1,567 | $1,567 | $1,567 | |
| MCF3A - LT | P | 2020-12-31 | 2021-12-31 | $469,640 | $469,640 | $469,640 | |
| OLD WELL PARTNER FUND - LT | P | 2020-12-31 | 2021-12-31 | $29,625 | $29,625 | $29,625 | |
| STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND - LT | P | 2020-12-31 | 2021-12-31 | $131,058 | -$16,041 | -$16,041 | $147,099 |
| CLEARVUE PARTNERS II, LP - ST | P | 2020-12-31 | 2021-12-31 | -$15,435 | -$15,435 | $15,435 | |
| FORAGER FUND LP - ST | P | 2020-12-31 | 2021-12-31 | -$382 | -$382 | $382 | |
| KNOLL VENTURES FUND I LP - ST | P | 2020-12-31 | 2021-12-31 | -$3,864 | -$3,864 | $3,864 | |
| OLD WELL PARTNER FUND - ST | P | 2020-12-31 | 2021-12-31 | -$21,467 | -$21,467 | $21,467 | |
| CAPITAL GAINS DIVIDENDS | P | $129,363 | $129,363 | $129,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,617,908 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,999 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $92,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $99,999 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $294 | EsPenaltyAmt |
| Overpayment | $76,982 | OverpaymentAmt |
| Applied To ES Tax | $22,800 | AppliedToESTaxAmt |
| Refund | $54,182 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN W RITCHIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059917733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE J STYSLINGER JR DEC 102421 | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LEE J STYSLINGER III | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLEN W RITCHIE | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARK STYSLINGER | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JON STYSLINGER | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28019 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871258019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $84,755 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,881,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,077,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,866,389 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,824,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,824,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,352,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,472,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,723,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,723,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,723 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $239,160 | IncomeTaxAmt |
| Total Tax | $261,883 | TotalTaxAmt |
| Distributable Before Adj | $7,461,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,461,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,461,730 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,377,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,377,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,461,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $171,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,158,050 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $580,072 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $663,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,572,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,377,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,377,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,205 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,205 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,488,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $87,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,401,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,158,050 | ExcessFromYear4Amt |
| Excess From Year3 | $580,072 | ExcessFromYear3Amt |
| Excess From Year1 | $663,553 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE J STYSLINGER JR DEC 102421 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (184 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AG GASTON BOYS & GIRLS CLUB | ||||||||
| 4821 AVENUE W | BIRMINGHAM | AL | 35208 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| A EDUCATION FOUNDATION | ||||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ALABAMA ASSOCIATION OF NONPROFITS HBS FELLOWSHIP | ||||||||
| PO BOX 292305 | BIRMINGHAM | AL | 35229 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ALABAMA POSSIBLE | ||||||||
| PO BOX 55058 | BIRMINGHAM | AL | 35255 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL-17 | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,100 | |
| ANIMAL REFUGE CENTER INC | ||||||||
| 185 BASHAM TRAIL | VINE GROVE | KY | 40175 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| APPEAL OF CONSCIENCE FOUNDATION | ||||||||
| 251 EAST 71ST STREET | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| ARCHIMEDES SOCIETY OF MCWANE SCIENCE CENTER | ||||||||
| 200 19TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE ST NE 600 | ATLANTA | GA | 30309 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25 | |
| ARTS FUND | ||||||||
| 118 SOUTH 8TH STREET | ST JOSEPH | MO | 64501 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| AUBURN UNIVERSITY FOUNDATION | ||||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BANKS ACADEMY | ||||||||
| 8301 8TH AVENUE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BANNER LAKE CLUB INC | ||||||||
| PO BOX 1875 | HOBE SOUND | FL | 33475 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| BE THE MATCH FOUNDATION | ||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $24,425 | |
| BIRMINGHAM EDUCATION FOUNDATION | ||||||||
| PO BOX 55357 | BIRMINGHAM | AL | 35255 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $41,050 | |
| BIRMINGHAM SOUTH YOUNG LIFE | ||||||||
| PO BOX 381744 | BIRMINGHAM | AL | 35238 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| BIRMINGHAM SOUTHERN COLLEGE | ||||||||
| 900 ARKADELPHIA ROAD | BIRMINGHAM | AL | 35254 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75 | |
| BIRMINGHAM SUNRISE ROTARY | ||||||||
| PO BOX 3045 | BIRMINGHAM | AL | 35202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| BIRMINGHAM TALKS | ||||||||
| 351 24TH STREET NORTH 785 | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| BIRMINGHAM ZOO | ||||||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,200 | |
| BOBBY JONES GOLF COURSE FOUNDATION | ||||||||
| 2560 BROOKDALE DRIVE NW | ATLANTA | GA | 30305 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL - ST JOE | ||||||||
| PO BOX 8157 | ST JOSEPH | MO | 64508 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BOYS & GIRLS CLUB OF THE TEXAS HILL COUNTRY | ||||||||
| PO BOX 2307 | FREDERICKSBURG | TX | 78624 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BOYS AND GIRLS CLUB OF THE NORTHLAND | ||||||||
| PO BOX 16435 | DULUTH | MN | 55816 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $370 | |
| BREAKTHROUGH CANCER FOUNDATION | ||||||||
| 44 SOUTH MAIN STREET | SHERBORN | MA | 01770 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BROWN UNIVERSITY DIVISION OF ADVANCEMENT | ||||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750,000 | |
| BUILD URBAN PROSPERITY- BUILD UP | ||||||||
| 2301 AVENUE E | BIRMINGHAM | AL | 35218 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 | |
| BUSINESS COUNCIL FOR INTERNATIONAL UNDERSTANDING | ||||||||
| 1500 BROADWAY 2300 | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CAMP SMILE-A-MILE | ||||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| CANTERBURY UNITED METHODIST CHURCH | ||||||||
| 350 OVERBROOK RD | BIRMINGHAM | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| CARE USA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CARVER HIGH SCHOOL | ||||||||
| 3900 24TH STREET N | BIRMINGHAM | AL | 35207 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CASSVILLE PANTRY | ||||||||
| 800 W 10TH STREET | CASSVILLE | MO | 65625 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| CATHEDRAL EARLY CHILDHOOD CENTER | ||||||||
| 519 N 10TH STREET | ST JOSEPH | MO | 64501 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| CATHOLIC CHARITIES | ||||||||
| 2121 THIRD AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| CEGAANA - COLLEGE OF ENGINEERING GUINDY ALUMNI ASSOCIATION OF NORTH AMERIC | ||||||||
| 860 GARDEN STREET | MILPITAS | CA | 95035 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CENTRAL REFORMED CHURCH | ||||||||
| 815 2ND AVE EAST | OSKALOOSA | IA | 52577 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| CHESAPEAKE HUMANE SOCIETY | ||||||||
| 312 N BATTLEFIELD BLVD | CHESAPEAKE | VA | 23320 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CHILDREN FIRST ALLIANCE OF ALABAMA | ||||||||
| PO BOX 5248 | MONTGOMERY | AL | 36103 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CHILDREN'S AID SOCIETY OF ALABAMA | ||||||||
| 2141 14TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CHILDREN'S HARBOR | ||||||||
| 1 OUR CHILDRENS HIGHWAY | ALEXANDER CITY | AL | 35010 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| CHILDREN'S OF ALABAMA | ||||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| MAIL CODE 6895 PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| COLE-CLARKE BOYS & GIRLS CLUB IN HOBE SOUND | ||||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| COLLEGE CHOICE FOUNDATION | ||||||||
| 1919 OXMOOR ROAD STE 324 | HOMEWOOD | AL | 35209 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| COLONIAL ELEMENTARY PTA | ||||||||
| 142 MURRAY DRIVE | TROUTVILLE | VA | 24175 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $420 | |
| COMMUNITY FOUNDATION OF GREATER BIRMINGHAM | ||||||||
| 2100 FIRST AVENUE NORTH SUITE 700 | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| COMMUNITY FURNITURE BANK | ||||||||
| 219 DISTRIBUTION DRIVE | BIRMINGHAM | AL | 35209 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| COMMUNITY PARTNERSHIP OF ALABAMA | ||||||||
| PO BOX 320189 | BIRMINGHAM | AL | 35232 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500,000 | |
| COOPERATIVE DOWNTOWN MINISTRIES INC | ||||||||
| PO BOX 11722 | BIRMINGHAM | AL | 35202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $225,000 | |
| CORNERSTONE SCHOOLS OF DETROIT ASSOCIATION | ||||||||
| 306 E FOURTH STREET | ROYAL OAK | MI | 48067 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| PO BOX 59486 | BIRMINGHAM | AL | 35259 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| DOGS DESERVE BETTER INC | ||||||||
| 1915 MOONLIGHT ROAD | SMITHFIELD | VA | 23430 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $350 | |
| DULUTH HERITAGE SPORTS CENTER FOUNDATION | ||||||||
| 120 SOUTH 30TH AVENUE WEST | DULUTH | MN | 55812 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| EAST SIDE LIONS CLUB OF ST JOSEPH MISSOURI | ||||||||
| PO BOX 8653 | ST JOSEPH | MO | 64508 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| EASTER SEALS GREATER HOUSTON | ||||||||
| 4888 LOOP CENTRAL DRIVE SUITE 200 | HOUSTON | TX | 77081 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| ELIZABETH COMMUNITY AND TECHNICAL COLLEGE | ||||||||
| 600 COLLEGE STREET ROAD | ELIZABETHTOWN | KY | 42701 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| EPILEPSY FOUNDATION OF ALABAMA | ||||||||
| 3001 LORNA ROAD SUITE 311 | BIRMINGHAM | AL | 35216 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,250 | |
| EWI SCHOLARSHIP PROGRAM | ||||||||
| 1288 N SUMMIT AVE STE 107 PMB 124 | OCONOMOWOC | WI | 53066 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FCA AUBURN UNIVERSITY CENTER | ||||||||
| PO BOX 3525 | AUBURN | AL | 36831 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FEEDING AMERICA SOUTHWEST VIRGINIA | ||||||||
| 1025 ELECTRIC ROAD | SALEM | VA | 24153 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| FLORIDA CHAMBER FOUNDATION | ||||||||
| 136 S BRONOUGH ST | TALLAHASSEE | FL | 32301 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FRESH WATER LAND TRUST | ||||||||
| PO BOX 337 | BIRMINGHAM | AL | 35201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| FRIENDS OF BIRMINGHAM BOTANICAL GARDENS | ||||||||
| 2612 LANE PARK ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| FRIENDS OF JEMISON PARK | ||||||||
| PO BOX 530813 | MOUNTAIN BROOK | AL | 35253 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| GIRLSPRING | ||||||||
| PO BOX 530284 | BIRMINGHAM | AL | 35253 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| GLENWOOD | ||||||||
| 150 GLENWOOD LANE | BIRMINGHAM | AL | 35242 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| GOLDEN RETRIEVER RESCUE OF NORTH TEXAS | ||||||||
| PO BOX 870031 | DALLAS | TX | 75367 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| GRACE HOUSE | ||||||||
| PO BOX 35064 | FAIRFIELD | AL | 35064 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| GREEN VALLEY BAPTIST CHURCH | ||||||||
| 3110 COOK ROAD | ST JOSEPH | MO | 64506 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| HAND IN PAW | ||||||||
| 617 38TH STREET SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| TEELE HALL- SOLDIERS FIELD 230 | BOSTON | MA | 02163 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $350,000 | WESTERN AVE |
| HARVESTERS | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| HELLENIC MINISTRIES | ||||||||
| PO BOX 726 | WHEATON | IL | 60187 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HOOVER INSTITUTION | ||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| HOPE INSTITUTE | ||||||||
| PO BOX 530491 | MOUNTAIN BROOK | AL | 35253 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HOSPICE OF THE UPSTATE | ||||||||
| 1835 ROGERS ROAD | ANDERSON | SC | 29621 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| I3 ACADEMY | ||||||||
| 230 49TH STREET N | BIRMINGHAM | AL | 35212 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| INDEPENDENT PRESBYTERIAN CHURCH-SOCIAL SERVICES FUND | ||||||||
| 3100 HIGHLAND AVENUE S | BIRMINGHAM | AL | 35205 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| INNOVATE BIRMINGHAM | ||||||||
| 1500 1ST AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| INNOVATION DEPOT | ||||||||
| 1500 FIRST AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $33,333 | |
| INTERNATIONAL TENNIS HALL OF FAME | ||||||||
| 194 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| JOE TICHELI | ||||||||
| 332 ANSLEY PLACE CT | HOUMA | LA | 70360 | NONE | I | STORM RELIEF - HURRICANE LAURA - AUGUST 2020 | $2,000 | |
| JONES VALLEY TEACHING FARM | ||||||||
| PO BOX 320230 | BIRMINGHAM | AL | 35232 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $61,000 | |
| JORDY BOURG | ||||||||
| 302 DARALYN DRIVE | HOUMA | LA | 70363 | NONE | I | STORM RELIEF - HURRICANE LAURA - AUGUST 2020 | $2,000 | |
| JOURNEY FORWARD | ||||||||
| PO BOX 30 | BIRMINGHAM | AL | 35064 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150,000 | |
| JUNA OF ALABAMA | ||||||||
| 106 CRESTVIEW DRIVE | BIRMINGHAM | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,250 | |
| KANSAS STATE UNIVERSITY FOUNDATION | ||||||||
| 1800 KIMBALL AVE SUITE 200 | MANHATTAN | KS | 66502 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $700 | |
| KHRISTIAN DUPREE | ||||||||
| 326 DARALYN DRIVE | HOUMA | LA | 70363 | NONE | I | STORM RELIEF - HURRICANE LAURA - AUGUST 2020 | $2,000 | |
| LEADERSHIP ALABAMA | ||||||||
| PO BOX 131394 | BIRMINGHAM | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| LIVING CLASSROOMS | ||||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LOVELADY CENTER | ||||||||
| 7916 2ND AVE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| MADE 4 ME INC | ||||||||
| 5540 ATLANTIC SPRINGS ROAD | RALEIGH | NC | 27616 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MAYO CLINIC | ||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| MEALS ON WHEELS INC OF TARRANT COUNTY | ||||||||
| 5740 AIRPORT FREEWAY | FORTH WORTH | TX | 76117 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| MIKE NAFF MEMORIAL GOLF TOURNAMENT | ||||||||
| 241 SHELIAH COURT | BLACKSBURG | VA | 24060 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| MONTEREY PENINSULA FOUNDATION | ||||||||
| 1 LOWER RAGSDALE DRIVE BLD 3 STE | MONTEREY | CA | 93340 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | 100 |
| MOUNTAIN BROOK FRATERNAL ORDER OF POLICE | ||||||||
| 101 TIBBETT STREET | MOUNTAIN BROOK | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| M-POWER MINISTRIES | ||||||||
| PO BOX 321233 | BIRMINGHAM | AL | 35232 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | ||||||||
| 222 SOUTH RIVERSIDE PLAZA SUITE | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | 1870 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2200 WOODCREST PLACE STE 230 | BIRMINGHAM | AL | 35209 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,132 | |
| NEBRASKA ADAPTIVE SPORTS | ||||||||
| PO BOX 540875 | OMAHA | NE | 68154 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750 | |
| NORTH FOREST PINES ELEMENTARY | ||||||||
| 11501 FOREST PARK DRIVE | RALEIGH | NC | 27614 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| NORTHSTAR SOCCER MINISTRIES | ||||||||
| PO BOX 11512 | BIRMINGHAM | AL | 35202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 28274 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| NOYES HOME FOR CHILDREN | ||||||||
| 801 N NOYES BLVD ST | ST JOSEPH | MO | 64506 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| OPERATION UNDERGROUND RAILROAD INC | ||||||||
| 755 SOUTH MAIN STREET 194 | CEDAR CITY | UT | 84720 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $400 | |
| PACIFIC NORTHWEST LINEMAN RODEO | ||||||||
| 17200 NE SACRAMENTO ST | PORTLAND | OR | 97230 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| PARCA - PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA | ||||||||
| PO BOX 293931 | BIRMINGHAM | AL | 35229 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PARKINSON ASSOCIATIONS OF ALABAMA | ||||||||
| PO BOX 590146 | BIRMINGHAM | AL | 35254 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| PCCA EDUCATION AND RESEARCH FOUNDATION | ||||||||
| PO BOX 638 | CHURCHTON | MD | 20733 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| PLANET WORD MUSEUM | ||||||||
| 925 13TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PONY EXPRESS COUNCIL BSA | ||||||||
| 1704 BUCKINGHAM STREET | ST JOSEPH | MO | 64508 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| PORT DAWG BOOSTER CLUB | ||||||||
| 90 RAGSDALE STREET | TRAVIS AFB | CA | 94535 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PRE-SCHOOL PARTNERS | ||||||||
| 4447 MONTEVALLO ROAD | BIRMINGHAM | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| PROSPER BIRMINGHAM LLC - BIRMINGHAM PROMISE | ||||||||
| 1721 3RD AVE NORTH SUITE 202 | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500,000 | |
| QUARTERBACKING CHILDREN'S HEALTH FOUNDATION | ||||||||
| PO BOX 10367 | BIRMINGHAM | AL | 35202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| QUEST | ||||||||
| 2200 BRIARWOOD WAY | BIRMINGHAM | AL | 35243 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| RAMSEY FOUNDATION | ||||||||
| PO BOX 121859 | NASHVILLE | TN | 37212 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| RANGER PTO | ||||||||
| PO BOX 43751 | BIRMINGHAM | AL | 35243 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125 | |
| RED MOUNTAIN GRACE | ||||||||
| 2120 16TH AVE S 201 | BIRMINGHAM | AL | 35205 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 | |
| RED MOUNTAIN THEATRE COMPANY | ||||||||
| PO BOX 278 | BIRMINGHAM | AL | 35201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $165,000 | |
| RESTORATION ACADEMY | ||||||||
| PO BOX 30 | BIRMINGHAM | AL | 35064 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| RIGHT FROM THE START THE BELL CENTER | ||||||||
| PO BOX 590127 | BIRMINGHAM | AL | 35259 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| ROANOKE VALLEY ECONOMIC DEVELOPMENT CENTER | ||||||||
| 111 FRANKLIN ROAD SE | ROANOKE | VA | 24011 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| ROCKHURST UNIVERSITY | ||||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| SAWYERVILLE DAY CAMP | ||||||||
| 521 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SECOND HARVEST COMMUNITY FOOD BANK | ||||||||
| 915 DOUGLAS STREET | ST JOSEPH | MO | 64505 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $306 | |
| SECOND HELPINGS | ||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| SISTERS OF SOLACE | ||||||||
| 1703 SOUTH 12TH | ST JOSEPH | MO | 64503 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| SMILE-A-MILE | ||||||||
| 1600 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| SNAP CATS | ||||||||
| 4663 PETALUMA HILL ROAD | SANTA ROSA | CA | 95404 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $725 | |
| SPECIAL OLYMPICS MISSOURI | ||||||||
| 7205 S WOODBINE ROAD | ST JOSEPH | MO | 64507 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $510 | |
| SPEED FOR NEED INC | ||||||||
| 338 S SHARON AMITY RD 220 | CHARLOTTE | NC | 28211 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| SPRING VALLEY SCHOOL | ||||||||
| 2701 SYDNEY DRIVE | BIRMINGHAM | AL | 35211 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| ST FRANCIS XAVIER SCHOOL | ||||||||
| 2 XAVIER CIRCLE | BIRMINGHAM | AL | 35213 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,450 | |
| STAIR | ||||||||
| 3703 5TH AVENUE SOUTH SUITE 400 | BIRMINGHAM | AL | 35222 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| SUMMIT CHARTER SCHOOL FOUNDATION INC | ||||||||
| PO BOX 2493 | CASHIERS | NC | 28717 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE ADDICTION PREVENTION COALITION | ||||||||
| 324 COMMONS DRIVE | BIRMINGHAM | AL | 35209 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE ALTAMONT SCHOOL | ||||||||
| 4801 ALTAMONT ROAD S | BIRMINGHAM | AL | 35222 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE BOY SCOUTS OF AMERICA BLUE RIDGE MTNS COUNCIL | ||||||||
| PO BOX 7606 | ROANOKE | VA | 24019 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200,000 | |
| THE CENTER FOR EXECUTIVE LEADERSHIP | ||||||||
| 200 UNION HILL DRIVE SUITE 200 | BIRMINGHAM | AL | 35209 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| THE LEARNING TREE | ||||||||
| PO BOX 1306 | SEMMES | AL | 36575 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| THE LINLY HEFLIN UNIT | ||||||||
| 13 OFFICE PARK CIRCLE SUITE 8 | BIRMINGHAM | AL | 35223 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE MIKE SLIVE FOUNDATION | ||||||||
| PO BOX 530748 | BIRMINGHAM | AL | 35253 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| THE RIVER FUND NEW YORK | ||||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,500 | |
| THE SALVATION ARMY BIRMINGHAM AREA COMMAND | ||||||||
| 2015 26TH AVENUE NORTH | BIRMINGHAM | AL | 35242 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,740 | |
| THE TRUSTEES | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE UNIVERSITY OF ALABAMA-BLACKBURN INSTITUTE | ||||||||
| 203 ROSE ADMINISTRATION BUILDING - | TUSCALOOSA | AL | 35487 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | BOX 870100 |
| THE V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| THE WORLD GAMES | ||||||||
| 950 22ND STREET NORTH SUITE 600 | BIRMINGHAM | AL | 35203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150,000 | |
| TREE FUND | ||||||||
| 552 S WASHINGTON ST 109 | NAPERVILLE | IL | 60540 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TROY USD 429 | ||||||||
| 230 W POPLAR STREET | TROY | KS | 66087 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| US SKI & SNOWBOARD FOUNDATION | ||||||||
| 1 VICTORY LANE BOX 100 | PARK CITY | UT | 84060 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| UAB ATHLETICS FOUNDATION | ||||||||
| ULLMAN 339 - 1220 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| UAB COMPREHENSIVE CANCER CARE | ||||||||
| WTI 210 G 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| UAB | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000,000 | |
| UGA FOUNDATION | ||||||||
| PO BOX 1472 | ATHENS | GA | 30603 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| UNITED FUND OF SURRY | ||||||||
| 141 MOORE AVENUE | MOUNT AIRY | NC | 27030 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| UNITED WAY MID-WEST | ||||||||
| 118 SOUTH 5TH STREET | ST JOSEPH | MO | 64501 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| UNITED WAY OF CENTRAL ALABAMA INC | ||||||||
| 3600 8TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $55,700 | |
| UNITED WAY OF CENTRAL KENTUCKY | ||||||||
| 604 N MAIN | ELIZABETHTOWN | KY | 42701 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| UNITED WAY OF E-TOWN | ||||||||
| 604 N MAIN | ELIZABETHTOWN | KY | 42701 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| UNITED WAY OF GRANVILLE | ||||||||
| PO BOX 1542 600 COLLEGE ST ROOM 220 | OXFORD | NC | 27565 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| UNITED WAY OF ROANOKE | ||||||||
| 325 CAMPBELL AVE SW 3624 | ROANOKE | VA | 24016 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| USSGA MEMORIAL FUND | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| VALLEYWISE HEALTH FOUNDATION | ||||||||
| 2901 E CAMELBACK RD STE 202 | PHOENIX | AZ | 85016 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| VAX 2 STOP CANCER | ||||||||
| PO BOX 530044 | BIRMINGHAM | AL | 35253 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| VENTURE FOR AMERICA INC | ||||||||
| 40 WEST 29TH STREET SUITE 301 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| WALK WITH ME | ||||||||
| 13070 CALLAE DRIVE | CONIFER | CO | 80433 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| WEST PALM BEACH GOLF PARK | ||||||||
| 7001 PARKER AVE | WEST PALM BEACH | FL | 33405 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| WORLD GOLF HALL OF FAME & MUSEUM | ||||||||
| ONE WORLD GOLF PLACE | ST AUGUSTINE | FL | 32092 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| YMCA OF GREATER BIRMINGHAM-CAMP COSBY | ||||||||
| 2290 PAUL BEAR BRYANT ROAD | ALPINE | AL | 35014 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200 | |
| YMCA OF THE TRIANGLE | ||||||||
| 801 CORPORATE DRIVE | RALEIGH | NC | 27607 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| YMCA OF VIRGINIA'S BLUE RIDGE | ||||||||
| PO BOX 2130 | ROANOKE | VA | 24009 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| YOUNG LIFE (MISSOURI) | ||||||||
| 2565 STATE HWY H | LAMPE | MO | 65681 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 | |
| YOUNG LIFE CLEARWATER COVE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $33,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,361,936 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,682,369 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,617,908 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STATE TAX REFUND - NC | 01 | $459 |
| STATE TAX REFUND - GA | 01 | $772 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,310,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,310,360 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GLOBAL RENTAL COMPANY | ||||||
| 1 | 33 INVERNESS CENTER PKWY SUITE 250 | BIRMINGHAM | AL | 35242 | $20,000,000 | Yes (X) |
| MARK J STYSLINGER | ||||||
| 2 | 3315 DELL ROAD | BIRMINGHAM | AL | 35223 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,785 | Amt |
| Net Investment Income | $5,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,589 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS | $355,557 | $531,548 |
| ADVANCE AUTO PARTS INC | $272,984 | $491,514 |
| ALPHABET INC | $331,475 | $1,035,905 |
| AMAZON.COM | $443,948 | $823,582 |
| CHARTER COMMUNICATIONS INC | $412,445 | $693,696 |
| COMCAST CORP | $369,537 | $454,983 |
| DANAHER CORPORATION | $338,458 | $1,366,050 |
| FACEBOOK INC | $397,599 | $700,617 |
| LOWES COMPANIES INC | $355,245 | $1,219,250 |
| MICROSOFT CORP | $355,086 | $1,307,612 |
| NORTHROP GRUMMAN CORP | $468,076 | $488,095 |
| SHERWIN WILLIAMS CO | $589,579 | $686,845 |
| UNITED HEALTH GROUP | $377,543 | $776,811 |
| VISA INC | $537,818 | $599,420 |
| ISHARES MSCI EAFE ETF | $12,222,397 | $13,216,817 |
| ISHARES MSCI EMERGING | $4,151,725 | $3,986,819 |
| ISHARES RUSSELL 2000 | $16,308,545 | $21,087,661 |
| SPDR S&P 500 ETF | $37,913,790 | $47,031,824 |
| AMERICAN CAMPUS COMM | $1,726,850 | $2,263,779 |
| CROWN CASTLE INTL CO | $2,062,118 | $2,494,931 |
| DIGITAL REALTY TRUST | $2,061,781 | $2,501,634 |
| IRON MTN INC | $2,151,047 | $3,396,774 |
| PROLOGIS INC | $2,055,877 | $3,247,737 |
| PUBLIC STORAGE | $2,085,186 | $3,316,269 |
| SUN COMMUNITIES | $2,048,202 | $2,769,858 |
| VENTAS INC | $2,089,212 | $2,249,374 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CATALIO CREDIT OPPORTUNITIES FUND I LP | AT COST | $200,000 | $188,838 |
| CATALIO NEXUS FUND III LP | AT COST | $750,000 | $699,210 |
| STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND | AT COST | $19,843 | $18,496 |
| COATUE OFFSHORE FUND, LTD. | AT COST | $2,000,000 | $4,737,961 |
| COATUE SMART TRANSPORTATION & OFFSHORE FEEDER FUND I, LP | AT COST | $1,996,722 | $3,757,924 |
| COATUE UPLIGHT | AT COST | $1,020,000 | $1,005,265 |
| OLD WELL PARTNERS FUND | AT COST | $2,000,000 | $2,118,801 |
| CENTENNIAL REAL ESTATE FUND VI | AT COST | $1,957,904 | $1,856,410 |
| CLEARVUE PARTNERS II LTD. | AT COST | $1,632,740 | $2,273,368 |
| CLEARVUE PARTNERS III LTD. | AT COST | $1,046,685 | $1,273,169 |
| COSTANOA VENTURES IV, LP | AT COST | $670,947 | $762,104 |
| COSTANOA VENTURES OPPORTUNITY FUND, LP | AT COST | $494,004 | $1,634,310 |
| COSTANOA VENTURES OPPORTUNITY FUND II, LP | AT COST | $793,816 | $1,130,702 |
| COSTANOA VENTURES I, LP | AT COST | $0 | $1,515,778 |
| FORAGER FUND, LP | AT COST | $1,000,000 | $1,721,228 |
| FRANKLIN TALOS LP | AT COST | $789,957 | $1,979,427 |
| HARLEM CAPITAL PARTNERS VENTURE FUND II LP | AT COST | $100,000 | $85,367 |
| KEMMONS WILSON HOSPITALITY PARTNERS LP | AT COST | $1,349,294 | $1,618,751 |
| KHOSLA VENTURES VII LP | AT COST | $338,000 | $316,818 |
| KNOLL VENTURES FUND I | AT COST | $558,351 | $885,881 |
| MCF3A | AT COST | $1,004,472 | $1,004,472 |
| MCF3B | AT COST | $448,807 | $448,807 |
| PETERSON PRIVATE EQUITY IX LP | AT COST | $601,123 | $1,009,403 |
| HARDINGE (PRIVET CAPITAL) | AT COST | $2,000,000 | $4,430,591 |
| QUAD-C PARTNERS X LP | AT COST | $168,602 | $160,043 |
| SW NEIGHBORHOOD CENTERS II LLC | AT COST | $865,727 | $865,727 |
| BREP EUROPE VI LP | AT COST | $1,270,248 | $1,709,180 |
| SILVER LAKE ALPINE (OFFSHORE) LP | AT COST | $3,673,696 | $4,765,841 |
| SOLAREIT FUND I LP | AT COST | $800,000 | $792,522 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $195,272 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEE | $1,334 | $1,334 | $0 |
| INVESTMENT FEES - FROM PASSTHROUGH | $489,006 | $488,920 | $0 |
| CENTENNIAL REAL ESTATE FUND III, LP | $8,354 | $253,307 | $0 |
| CENTENNIAL REAL ESTATE FUND IV, LP | $54,184 | $588,078 | $0 |
| CENTENNIAL REAL ESTATE FUND V, LP | $223,322 | $817,887 | $0 |
| CENTENNIAL REAL ESTATE FUND VI, LP | $115,353 | $30,167 | $0 |
| KWHP | $94,519 | $94,519 | $0 |
| PETERSON PARTNERS | $9,016 | $9,016 | $0 |
| FORAGER FUND | $984 | $984 | $0 |
| SOLAREIT FUND I LP | $729 | $729 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BREP EUROPE VI | $50 | $50 | $50 |
| MCF3A | $2,524 | $2,524 | $2,524 |
| MCF3B | $268 | $268 | $268 |
| OLD WELL PARTNER FUND | $1,120 | $1,120 | $1,120 |
| SW NEIGHBORHOOD CENTERS II LLC | $4,890 | $4,890 | $4,890 |
| SW NEIGHBORHOOD CENTERS II LLC -UBIT | $0 | -$3,541 | $0 |
| CREF III - UBIT | $0 | -$244,962 | $0 |
| CREF IV - UBIT | $0 | -$533,894 | $0 |
| CREF V - UBIT | $0 | -$594,565 | $0 |
| CREF VI - UBIT | $0 | $85,186 | $0 |
| CLEARVUE PARTNERS - UBIT | $0 | $86 | $0 |
| STATE TAX REFUND - NC | $459 | $459 | |
| STATE TAX REFUND - GA | $772 | $772 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (7 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND III, LP | $8 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND IV, LP | $20 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND V, LP | $33 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND VI, LP | $113 |
| BOOK/TAX DIFFERENCE - KEMMONS WILSON HOSPITALITY PARTNERS, LP | $87 |
| BOOK/TAX DIFFERENCE - FRANKLIN TALOS LP | $1,520 |
| BOOK/TAX DIFFERENCE - SW NEIGHBORHOODS CENTER II | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES - FIDELITY | CategoryTxt |
| Amt | $84,762 | Amt |
| Net Investment Income | $84,762 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTH CAROLINA INCOME TAX | $1,500 | $0 | $0 |
| FEDERAL INCOME TAX 2019 | $2,687 | $0 | $0 |
| FEDERAL INCOME TAX 2020 - EXTENSION | $250,000 | $0 | $0 |
| FOREIGN | $7,807 | $7,807 | $0 |
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