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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T18:06:22-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1569 BROOKWOOD VILLAGE SUITE 851AddressLine1Txt
CityBirminghamCityNm
State AbbreviationALStateAbbreviationCd
ZIP35209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN636044384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCWANE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PHILLIP MCWANEInCareOfNm
Business Name ControlMCWABusinessNameControlTxt
Phone2054143100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 43327AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP MCWANEPersonNm
Person TitleEXECUTIVEPersonTitleTxt
Phone2054143400PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILLIPPersonFirstNm
Person LastMCWANEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN COLLINS IIIPreparerPersonNm
PTINP00855492PTIN
Phone2149991400PhoneNum
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$682,723FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,125,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$62,663DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,663DividendsNetInvstIncmAmt
Total Rev And Expnss$4,187,663TotalRevAndExpnssAmt
Total Net Invst Incm$62,663TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$12,723OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,723TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,209,116ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,209,116ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,221,839TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,209,116TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,176ExcessRevenueOverExpensesAmt
Net Investment Income$62,663NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,499CashBOYAmt
Cash EOY$14,323CashEOYAmt
Cash EOYFMV$14,323CashEOYFMVAmt
Corporate Stock BOY$546,865CorporateStockBOYAmt
Corporate Stock EOY$546,865CorporateStockEOYAmt
Corporate Stock EOYFMV$668,400CorporateStockEOYFMVAmt
Total Assets BOY$595,364TotalAssetsBOYAmt
Total Assets EOY$561,188TotalAssetsEOYAmt
Total Assets EOYFMV$682,723TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$595,364NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$561,188NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$595,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$561,188TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$595,364TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$561,188TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$595,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,176ExcessRevenueOverExpensesAmt
Subtotal$561,188SubtotalAmt
Tot Net Ast Or Fund Balances EOY$561,188TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Subtotal$871SubtotalAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$418EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,718TotalPaymentsAndCreditsAmt
Overpayment$847OverpaymentAmt
Applied To ES Tax$847AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP MCWANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2054143100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 43327AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposeYes (true)NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN MCMAHON
PO BOX 43327BIRMINGHAMAL35243TRUSTEE0.5$0$0$0
C PHILLIP MCWANE
PO BOX 43327BIRMINGHAMAL35243TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$668,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$182,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$851,178TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$851,178AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$851,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,559MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,559MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$41,688DistributableBeforeAdjAmt
Distributable Before Ded$41,688DistributableBeforeDedAmt
Distributable As Adjusted$41,688DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,209,116ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,209,116QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,209,116AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,688DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,522,653ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,960,338ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,027,552ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,567,304ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,759,884ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,837,731TotalExcessDistributionCyovAmt
Qualifying Distributions$4,209,116QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$41,688AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,167,428RemainingDistriFromCorpusAmt
Total Corpus$16,005,159TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,522,653ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,482,506ExcessDistriCyovToNextYrAmt
Excess From Year4$1,960,338ExcessFromYear4Amt
Excess From Year3$2,027,552ExcessFromYear3Amt
Excess From Year2$2,567,304ExcessFromYear2Amt
Excess From Year1$2,759,884ExcessFromYear1Amt
Excess From Current Year$4,167,428ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonC PHILLIP MCWANERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 43327AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2054143400RecipientPhoneNum
Form And Info And MaterialsPOTENTIAL 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 FUNDERSFormAndInfoAndMaterialsTxt
Submission DeadlinesREQUESTS WILL BE CONSIDERED ON A QUARTERLY BASIS WITH DEADLINE FOR SUBMISSION AS FOLLOWS: MARCH 15,SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM
216 AQUARIUS DRIVESUITE 319BIRMINGHAMAL35209PCGENERAL SUPPORT$15,000
LEADERSHIP BIRMINGHAM
PO BOX 2641BIRMINGHAMAL35291PCGENERAL SUPPORT$3,300
YWCA OF CENTRAL ALABAMA
309 23RD STREET NORTHBIRMINGHAMAL35203PCGENERAL SUPPORT$6,000
GLENWOOD
150 GLENWOOD LANEBIRMINGHAMAL35242PCSUPPORT INDIVIDUALS DIAGNOSED WITH AUTISM$100,000
CHILDCARE RESOURCES
244 WEST VALLEY AVESUITE 200BIRMINGHAMAL35209PCSUPPORT OF THE FAIRY TALE BALL.$5,000
COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
2100 FIRST AVENUE NORTHSUITE 700BIRMINGHAMAL35203PCSUPPORT OF SCHOLARSHIPS$76,000
CAHABA RIVER SOCIETY
2717 7TH AVE SOUTHSUITE 205BIRMINGHAMAL35233PCSUPPORT OF THE CLEAN ENVIRONMENT PROGRAM$7,500
ALABAMA SYMPHONY ORCHESTRA
3621 6th AVE SBIRMINGHAMAL35222PCGENERAL SUPPORT$40,000
MCWANE SCIENCE CENTER
200 19TH STREET NORTHBIRMINGHAMAL35203PCGENERAL SUPPORT$2,500,000
LEADERSHIP ALABAMA
105 TALLAPOOSA STREET STE 109MONTGOMERYAL36104PCGENERAL SUPPORT$3,500
PARCA
PO BOX 293931BIRMINGHAMAL352293931PCGENERAL SUPPORT$5,000
PARKINSON ASSOCIATION OF ALABAMA INC
PO BOX 590146BIRMINGHAMAL35259PCGENERAL SUPPORT$35,000
CASA EAST TX
3616 WEST WAY STTYLERTX75703PCTO SUPPORT THE FOSTER CARE SYSTEM$16,666
MAHASKA COUNTY YMCA
414 NORTH THIRD STREETOSKALOOSAIA52577PCGENERAL SUPPORT$250,000
INNOVATION DEPOT INC
1500 1ST AVENUE NORTHBIRMINGHAMAL35203PCVELOCITY SPONSORSHIP - SEED$33,333
STAIR OF BIRMINGHAM
3703 5th AVENUE SSUITE 400BIRMINGHAMAL35222PCGENERAL SUPPORT$7,500
UNCF
601 19TH STREE NORTH207BIRMINGHAMAL35203PCGENERAL SUPPORT$3,500
FRESHWATER LAND TRUST
2308 1ST AVENUE NORTHBIRMINGHAMAL35203PCGENERAL SUPPORT$37,500
NEST
40 HICKORY ROADKATONAHNY10536PCTO IMPROVE WOMEN'S WELLBEING BEYOND FACTORIES$2,500
AMERICAN HEART ASSOCIATION
GREATER SOUTHEAST AFFILIATE - ACCTSPO BOX 50015PRESCOTTAZ86304PCBIRMINGHAM HEART BALL$25,000
DARDEN SCHOOL FOUNDATION
PO BOX 7726CHARLOTTESVILLEVA22906PCDR. GENE R. PAGE & DAVID H. WHITE, PH.D. SCHOLARSHIP FUND$333,000
A FOR EDUCATION
PO BOX 4433MONTGOMERYAL36103PCGENERAL SUPPORT$5,000
TECH BRIDGE
1360 PEACHTREE ST NESUITE 175ATLANTAGA30309PCGENERAL SUPPORT$2,500
AL-MS NATIONAL MS SOCIETY
2200 WOODCREST PLBIRMINGHAMAL35209PCLEGACY OF LEADERSHIP CAMPAIGN HONORING FAIRFAX AND DRAYTON NABERS$5,000
AIDS ALABAMA
3529 7TH AVE SBIRMINGHAMAL35222PCTO SUPPORT HIV/STI PREVENTION AND EDUCATION$25,000
AG GASTON BOYS & GIRLS CLUB
PO BOX 110308BIRMINGHAMAL35211PCBUILDING THEIR FUTURE CAMPAIGN$250,000
BIRMINGHAM EDUCATION FOUNDATION
PO BOX 1476BIRMINGHAMAL35201PCSUPPORT OF EDUCATE LOCAL PROGRAMS$90,000
BIRMINGHAM KIWANIS FOUNDATION
2019 4TH AVENUE NORTHBIRMINGHAMAL35203PCSUPPORT OF KIWANIS CENTENNIAL CAMPAIGN$50,000
VIRGINIA TECH ATHLETIC FUND
PO BOX 10307BLACKSBURGVA24062PCGENERAL SUPPORT$250
COMMUNITY AFFAIRS COMMITTEE
413 MAPLE AVEBIRMINGHAMAL352145245PCGENERAL SUPPORT$400
HAND IN PAW
617 38TH STREET SOUTHBIRMINGHAMAL35222PCGENERAL SUPPORT$5,000
HOOVER DUGOUT CLUB
1000 BUCCANEER DRIVEHOOVERAL35244PCGENERAL SUPPORT$1,000
HUDSONALPHA FOUNDATION
601 GENOME WAYHUNTSVILLEAL35806PCSUPPORT OF DECADE OF DISCOVERY$5,000
JONES VALLEY TEACHING FARM
701 25TH STREET NORTHBIRMINGHAMAL35203PCSUPPORT OF READY TO GROW CAMPAIGN$116,667
AUBURN UNIVERSITY FOUNDATION
317 SOUTH COLLEGE STAUBURNAL36849PCSUPPORT OF MCWANE FOUNDATION SCHOLARSHIPS$48,000
VULCAN PARK & MUSEUM
1701 VALLEY VIEW DRBIRMINGHAMAL35209PCGENERAL SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,209,116TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,663ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$62,663ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,663TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMCWANE INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 43327AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,125,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,355 SH MCWANE INC 5% CUMM.$546,865$668,400
PREF. STCK

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue 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

FieldValueIRS element (for citing)
DescCORRECTION OF SELF-DEALINGDesc

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