MCWANE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCWANE FOUNDATION (EIN 63-6044384)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202123159349103697
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T18:06:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 BROOKWOOD VILLAGE SUITE 851 | AddressLine1Txt |
| City | Birmingham | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636044384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCWANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PHILLIP MCWANE | InCareOfNm |
| Business Name Control | MCWA | BusinessNameControlTxt |
| Phone | 2054143100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43327 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP MCWANE | PersonNm |
| Person Title | EXECUTIVE | PersonTitleTxt |
| Phone | 2054143400 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | MCWANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN COLLINS III | PreparerPersonNm |
| PTIN | P00855492 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $682,723 | 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 | $4,125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,663 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $4,187,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,723 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,209,116 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,209,116 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,221,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,209,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,499 | CashBOYAmt |
| Cash EOY | $14,323 | CashEOYAmt |
| Cash EOYFMV | $14,323 | CashEOYFMVAmt |
| Corporate Stock BOY | $546,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $546,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $668,400 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $595,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $561,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $682,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $595,364 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $561,188 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $595,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $561,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $595,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $561,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $595,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,176 | ExcessRevenueOverExpensesAmt |
| Subtotal | $561,188 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $561,188 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $871 | SubtotalAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,718 | TotalPaymentsAndCreditsAmt |
| Overpayment | $847 | OverpaymentAmt |
| Applied To ES Tax | $847 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP MCWANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2054143100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43327 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN MCMAHON | ||||||||
| PO BOX 43327 | BIRMINGHAM | AL | 35243 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| C PHILLIP MCWANE | ||||||||
| PO BOX 43327 | BIRMINGHAM | AL | 35243 | TRUSTEE | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $668,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,178 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $851,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $851,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871 | TotalTaxAmt |
| Distributable Before Adj | $41,688 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,688 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,209,116 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,209,116 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,209,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,522,653 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,960,338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,027,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,567,304 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,759,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,837,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,209,116 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $41,688 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,167,428 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,005,159 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,522,653 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,482,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,960,338 | ExcessFromYear4Amt |
| Excess From Year3 | $2,027,552 | ExcessFromYear3Amt |
| Excess From Year2 | $2,567,304 | ExcessFromYear2Amt |
| Excess From Year1 | $2,759,884 | ExcessFromYear1Amt |
| Excess From Current Year | $4,167,428 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C PHILLIP MCWANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43327 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2054143400 | RecipientPhoneNum |
| Form And Info And Materials | POTENTIAL GRANTEES SHOULD SUBMIT A LETTER WITH THE FOLLOWING INFORMATION: - A DESCRIPTION OF THE ORGANIZATION FOR WHICH THE FUNDS ARE SOUGHT - HOW THE REQUESTED FUNDS WILL BE USED - TIMELINESS FOR THE FUNDING AND IMPLEMENTATION OF THE PROJECT - HOW SUCCESS WILL BE MEASURED FOR THE PROPOSED PROJECT - EVIDENCE OF TAX-EXEMPT STATUS - LIST OF DIRECTORS AND EXECUTIVE STAFF - BUDGET FOR PROJECT AND ANY ADDITIONAL FUNDERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS WILL BE CONSIDERED ON A QUARTERLY BASIS WITH DEADLINE FOR SUBMISSION AS FOLLOWS: MARCH 15, | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE MCWANE FOUNDATION WILL NOT SUPPORT: - INDIVIDUALS OR GROUPS ACTING ON BEHALF OF INDIVIDUALS - ORGANIZATIONS THAT DISCRIMIATE ON THE BASIS OF RACE, COLOR, CREED, NATIONAL ORIGIN OR GENDER - TELEPHONE OR MASS MAIL APPEALS - POLITICAL ORGANIZATIONS - GROUPS SUCH AS ATHLETIC TEAMS, FRATERNAL ORDERS, SECTARIAN RELIGIOUS, VETERANS PROGRAMS, LABOR ASSOCIATIONS, ETC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM | |||||||
| 216 AQUARIUS DRIVE | SUITE 319 | BIRMINGHAM | AL | 35209 | PC | GENERAL SUPPORT | $15,000 |
| LEADERSHIP BIRMINGHAM | |||||||
| PO BOX 2641 | BIRMINGHAM | AL | 35291 | PC | GENERAL SUPPORT | $3,300 | |
| YWCA OF CENTRAL ALABAMA | |||||||
| 309 23RD STREET NORTH | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $6,000 | |
| GLENWOOD | |||||||
| 150 GLENWOOD LANE | BIRMINGHAM | AL | 35242 | PC | SUPPORT INDIVIDUALS DIAGNOSED WITH AUTISM | $100,000 | |
| CHILDCARE RESOURCES | |||||||
| 244 WEST VALLEY AVE | SUITE 200 | BIRMINGHAM | AL | 35209 | PC | SUPPORT OF THE FAIRY TALE BALL. | $5,000 |
| COMMUNITY FOUNDATION OF GREATER BIRMINGHAM | |||||||
| 2100 FIRST AVENUE NORTH | SUITE 700 | BIRMINGHAM | AL | 35203 | PC | SUPPORT OF SCHOLARSHIPS | $76,000 |
| CAHABA RIVER SOCIETY | |||||||
| 2717 7TH AVE SOUTH | SUITE 205 | BIRMINGHAM | AL | 35233 | PC | SUPPORT OF THE CLEAN ENVIRONMENT PROGRAM | $7,500 |
| ALABAMA SYMPHONY ORCHESTRA | |||||||
| 3621 6th AVE S | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $40,000 | |
| MCWANE SCIENCE CENTER | |||||||
| 200 19TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $2,500,000 | |
| LEADERSHIP ALABAMA | |||||||
| 105 TALLAPOOSA STREET STE 109 | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $3,500 | |
| PARCA | |||||||
| PO BOX 293931 | BIRMINGHAM | AL | 352293931 | PC | GENERAL SUPPORT | $5,000 | |
| PARKINSON ASSOCIATION OF ALABAMA INC | |||||||
| PO BOX 590146 | BIRMINGHAM | AL | 35259 | PC | GENERAL SUPPORT | $35,000 | |
| CASA EAST TX | |||||||
| 3616 WEST WAY ST | TYLER | TX | 75703 | PC | TO SUPPORT THE FOSTER CARE SYSTEM | $16,666 | |
| MAHASKA COUNTY YMCA | |||||||
| 414 NORTH THIRD STREET | OSKALOOSA | IA | 52577 | PC | GENERAL SUPPORT | $250,000 | |
| INNOVATION DEPOT INC | |||||||
| 1500 1ST AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | VELOCITY SPONSORSHIP - SEED | $33,333 | |
| STAIR OF BIRMINGHAM | |||||||
| 3703 5th AVENUE S | SUITE 400 | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $7,500 |
| UNCF | |||||||
| 601 19TH STREE NORTH | 207 | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $3,500 |
| FRESHWATER LAND TRUST | |||||||
| 2308 1ST AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $37,500 | |
| NEST | |||||||
| 40 HICKORY ROAD | KATONAH | NY | 10536 | PC | TO IMPROVE WOMEN'S WELLBEING BEYOND FACTORIES | $2,500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| GREATER SOUTHEAST AFFILIATE - ACCTS | PO BOX 50015 | PRESCOTT | AZ | 86304 | PC | BIRMINGHAM HEART BALL | $25,000 |
| DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | PC | DR. GENE R. PAGE & DAVID H. WHITE, PH.D. SCHOLARSHIP FUND | $333,000 | |
| A FOR EDUCATION | |||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | PC | GENERAL SUPPORT | $5,000 | |
| TECH BRIDGE | |||||||
| 1360 PEACHTREE ST NE | SUITE 175 | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $2,500 |
| AL-MS NATIONAL MS SOCIETY | |||||||
| 2200 WOODCREST PL | BIRMINGHAM | AL | 35209 | PC | LEGACY OF LEADERSHIP CAMPAIGN HONORING FAIRFAX AND DRAYTON NABERS | $5,000 | |
| AIDS ALABAMA | |||||||
| 3529 7TH AVE S | BIRMINGHAM | AL | 35222 | PC | TO SUPPORT HIV/STI PREVENTION AND EDUCATION | $25,000 | |
| AG GASTON BOYS & GIRLS CLUB | |||||||
| PO BOX 110308 | BIRMINGHAM | AL | 35211 | PC | BUILDING THEIR FUTURE CAMPAIGN | $250,000 | |
| BIRMINGHAM EDUCATION FOUNDATION | |||||||
| PO BOX 1476 | BIRMINGHAM | AL | 35201 | PC | SUPPORT OF EDUCATE LOCAL PROGRAMS | $90,000 | |
| BIRMINGHAM KIWANIS FOUNDATION | |||||||
| 2019 4TH AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | SUPPORT OF KIWANIS CENTENNIAL CAMPAIGN | $50,000 | |
| VIRGINIA TECH ATHLETIC FUND | |||||||
| PO BOX 10307 | BLACKSBURG | VA | 24062 | PC | GENERAL SUPPORT | $250 | |
| COMMUNITY AFFAIRS COMMITTEE | |||||||
| 413 MAPLE AVE | BIRMINGHAM | AL | 352145245 | PC | GENERAL SUPPORT | $400 | |
| HAND IN PAW | |||||||
| 617 38TH STREET SOUTH | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $5,000 | |
| HOOVER DUGOUT CLUB | |||||||
| 1000 BUCCANEER DRIVE | HOOVER | AL | 35244 | PC | GENERAL SUPPORT | $1,000 | |
| HUDSONALPHA FOUNDATION | |||||||
| 601 GENOME WAY | HUNTSVILLE | AL | 35806 | PC | SUPPORT OF DECADE OF DISCOVERY | $5,000 | |
| JONES VALLEY TEACHING FARM | |||||||
| 701 25TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | SUPPORT OF READY TO GROW CAMPAIGN | $116,667 | |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE ST | AUBURN | AL | 36849 | PC | SUPPORT OF MCWANE FOUNDATION SCHOLARSHIPS | $48,000 | |
| VULCAN PARK & MUSEUM | |||||||
| 1701 VALLEY VIEW DR | BIRMINGHAM | AL | 35209 | PC | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,209,116 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,663 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MCWANE INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43327 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,355 SH MCWANE INC 5% CUMM. | $546,865 | $668,400 |
| PREF. STCK |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $2,500 |
| ADMIN FEE | $6,000 |
| FINES AND PENALTIES | $4,223 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF SELF-DEALING | Desc |
Comments