FURP.ORG / PUBLIC DATA EXPLORER

CAPSTONE FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAPSTONE FOUNDATION (EIN 23-7337238)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-05-04
IRS object ID
202131249349300338
Schema version
2019v5.0
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)
Return2021-05-04T09:47:58-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237337238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPSTONE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Matt FajackInCareOfNm
Business Name ControlCAPSBusinessNameControlTxt
Phone2053484530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOX 870136AddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP35487ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATT FAJACKPersonNm
Person TitleVP Finance Operations UAPersonTitleTxt
Phone2053484530PhoneNum
Signature2021-05-04SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATT FAJACKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1271 Rose Admin BldgAddressLine1Txt
CityTuscaloosaCityNm
State AbbreviationALStateAbbreviationCd
ZIP35487ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,899,726GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTo provide support to and assist The University of Alabama in fulfilling its mission of teaching research and serviceActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI-$8,434TotalGrossUBIAmt
PY Contributions Grants$3,738,439PYContributionsGrantsAmt
CY Contributions Grants$3,725,153CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$598,021PYInvestmentIncomeAmt
CY Investment Income$530,989CYInvestmentIncomeAmt
PY Other Revenue$858,699PYOtherRevenueAmt
CY Other Revenue$643,584CYOtherRevenueAmt
PY Total Revenue$5,195,159PYTotalRevenueAmt
CY Total Revenue$4,899,726CYTotalRevenueAmt
PY Grants And Similar Paid$3,096,700PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,105,975CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,549,934PYOtherExpensesAmt
CY Other Expenses$1,658,813CYOtherExpensesAmt
PY Total Expenses$5,646,634PYTotalExpensesAmt
CY Total Expenses$3,764,788CYTotalExpensesAmt
PY Revenues Less Expenses-$451,475PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,134,938CYRevenuesLessExpensesAmt
Total Assets BOY$28,358,034TotalAssetsBOYAmt
Total Assets EOY$28,762,012TotalAssetsEOYAmt
Total Liabilities BOY$13,732,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,220,237TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,625,796NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,541,775NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo provide support to and assist The University of Alabama in fulfilling its mission of teaching, research and service.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$936,401ExpenseAmt
DescSupport conferences, meetings, and business entertainment for The University of Alabama, to assist in its recruiting and development efforts.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,557,081ExpenseAmt
Grant$1,557,081GrantAmt
DescGifts to The University of Alabama for purposes of academic and student services support.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$458,494ExpenseAmt
Grant$458,494GrantAmt
DescScholarships granted to students at The University of Alabama to support their educational endeavors.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$723,007ExpenseAmt
Grant$90,400GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$723,007TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$90,400TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$3,674,983TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMATT FAJACKPersonNm
Phone2053484530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Box 870142AddressLine1Txt
CityTuscaloosaCityNm
State AbbreviationALStateAbbreviationCd
ZIP35487ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STUART BELL
Chairman1.00039.00Yes (X)Yes (X)$0$803,886$209,940
MATT FAJACK
Director0.50039.50Yes (X)$0$415,514$58,190
DANA KEITH
Director0.50039.50Yes (X)$0$382,913$61,593
ROBERT D PIERCE II
Director0.50039.50Yes (X)$0$332,365$66,778
CALVIN BROWN
Director0.50039.50Yes (X)$0$241,676$36,729
ANDRE TAYLOR
Director0.500Yes (X)$0$0$0
BAKER CROW
Director0.500Yes (X)$0$0$0
JOHN ENGLAND JR
Director0.500Yes (X)$0$0$0
KAREN CAMPBELL
Director0.500Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$2,176,354TotReportableCompRltdOrgAmt
Total Other Compensation$433,230TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$3,725,153AllOtherContributionsAmt
Noncash Contributions$163,312NoncashContributionsAmt
Total Contributions$3,725,153TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$530,989TotalRevenueColumnAmt
Exclusion$530,989ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCapstone Hotel K-1Desc
Business900099BusinessCd
Total Revenue Column-$8,434TotalRevenueColumnAmt
Unrelated Business Revenue-$8,434UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$652,018TotalRevenueColumnAmt
Related Or Exempt Func Income$652,018RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$643,584OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,899,726TotalRevenueColumnAmt
Related Or Exempt Func Income$652,018RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$8,434UnrelatedBusinessRevenueAmt
Exclusion$530,989ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,647,481TotalAmt
Program Services$1,647,481ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$458,494TotalAmt
Program Services$458,494ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,125TotalAmt
Management And General$45,125ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$41,009TotalAmt
Management And General$41,009ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,736TotalAmt
Program Services$49,736ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,782TotalAmt
Program Services$55,782ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$205,138TotalAmt
Program Services$205,138ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,607TotalAmt
Program Services$12,607ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,598TotalAmt
Program Services$12,598ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$71,213TotalAmt
Program Services$71,213ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$398,068TotalAmt
Program Services$398,068ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Management And General$3,600ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71TotalAmt
Management And General$71ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Business entertainment$538,334$538,334
Dues & subscriptions$88,015$88,015

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$137,517TotalAmt
Program Services$137,517ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,764,788TotalAmt
Program Services$3,674,983ProgramServicesAmt
Management And General$89,805ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$271,645BOYAmt
EOY$274,425EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$124,234BOYAmt
EOY$122,200EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$168,171BOYAmt
EOY$125,433EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$95,784BOYAmt
EOY$132,363EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$171,111LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$54,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$120,711BOYAmt
EOY$117,111EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,424,630BOYAmt
EOY$27,893,550EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$152,859BOYAmt
EOY$96,930EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,358,034BOYAmt
EOY$28,762,012EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$133,918BOYAmt
EOY$9,556EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,598,320BOYAmt
EOY$13,210,681EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,732,238BOYAmt
EOY$13,220,237EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,604,803BOYAmt
EOY$1,638,903EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,020,993BOYAmt
EOY$13,902,872EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,625,796BOYAmt
EOY$15,541,775EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,358,034BOYAmt
EOY$28,762,012EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,134,938ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$262,605NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$481,564OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,900,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,135,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,950,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,738,439CurrentTaxYearMinus1YearAmt
Current Tax Year$3,725,153CurrentTaxYearAmt
Total$20,449,462TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,900,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,135,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,950,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,738,439CurrentTaxYearMinus1YearAmt
Current Tax Year$3,725,153CurrentTaxYearAmt
Total$20,449,462TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$388,129SubstantialContributorsTotAmt
Public Support Total170$20,061,333PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$431,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$505,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$558,427CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$598,021CurrentTaxYearMinus1YearAmt
Current Tax Year$530,989CurrentTaxYearAmt
Total$2,624,801TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$431,655CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$844,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$920,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$858,699CurrentTaxYearMinus1YearAmt
Current Tax Year$643,584CurrentTaxYearAmt
Total$3,699,585TotalAmt
FieldValueIRS element (for citing)
Total Support$26,773,848TotalSupportAmt
Public Support CY1700.74929PublicSupportCY170Pct
Public Support PY1700.69680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt II Ln 10Capstone Hotel p'ship K-1 2014: 20,390. 2015: 19,099.
Pt II Ln 102016: -18,862. 2017: 21,376. 2018: 15,656. 2019: -8,434.
Pt II Ln 10Other revenue 2014: 278,497. 2015: 412,556. 2016: 863,654.
Pt II Ln 102017: 899,479. 2018: 843,043. 2019: 652,018.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Section170h Rqr StsfdfalseSection170hRqrStsfdInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other Purposesheld for future saleOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,400,308BeginningYearBalanceAmt
Investment Earnings Or Losses$11,781InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,565GrantsOrScholarshipsAmt
End Year Balance$1,408,524EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,399,429BeginningYearBalanceAmt
Investment Earnings Or Losses$20,969InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,090GrantsOrScholarshipsAmt
End Year Balance$1,400,308EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,367,995BeginningYearBalanceAmt
Investment Earnings Or Losses$65,727InvestmentEarningsOrLossesAmt
Grants Or Scholarships$34,293GrantsOrScholarshipsAmt
End Year Balance$1,399,429EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,283,764BeginningYearBalanceAmt
Investment Earnings Or Losses$93,786InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,555GrantsOrScholarshipsAmt
End Year Balance$1,367,995EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,202,187BeginningYearBalanceAmt
Investment Earnings Or Losses$113,641InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,500GrantsOrScholarshipsAmt
Other Expenditures$29,564OtherExpendituresAmt
End Year Balance$1,283,764EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.98710BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01290PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$70,000InvestmentCostOrOtherBasisAmt
Book Value$70,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$101,111InvestmentCostOrOtherBasisAmt
Depreciation$54,000DepreciationAmt
Book Value$47,111BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$117,111TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Football tickets$530
Artwork$96,400
FieldValueIRS element (for citing)
Total Book Value Other Assets$96,930TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Annuities Payable$4,310,102
Other Payables$8,900,579
FieldValueIRS element (for citing)
Total Liability$13,210,681TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,912,671TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$262,605NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$231,904DonatedServicesAndUseFcltsAmt
Other Revenue-$481,564OtherRevenueAmt
Revenue Not Reported$12,945RevenueNotReportedAmt
Revenue Subtotal$4,899,726RevenueSubtotalAmt
Total Revenue Per Form990$4,899,726TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,996,692TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$231,904DonatedServicesUseFcltsAmt
Expenses Not Reported$231,904ExpensesNotReportedAmt
Expenses Subtotal$3,764,788ExpensesSubtotalAmt
Total Expenses Per Form990$3,764,788TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
P5, Ln 4The intended use of endowment funds is to award scholarships to
P5, Ln 4students at the University of Alabama.
P11, Ln 2dChange in value in split-interest agreements
P3, Ln 4A large collection of artwork was donated to the Capstone Foundation,
P3, Ln 4most of which was gifts to support The University of Alabama, either in
P3, Ln 4art exhibition or for scholarly research. Four of the paintings
P3, Ln 4are being held by Capstone Foundation for future sale.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
The University of Alabama
Box 870136TuscaloosaAL35487636001138501c3$1,557,081$0NANAEducation
The University Foundation
500 University Blvd ETuscaloosaAL35401630803491501c3$83,900$0NANAEducation
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudent aid awardsGrantTypeTxt
Recipient530RecipientCnt
Cash Grant$458,494CashGrantAmt
Valuation Method UsedNAValuationMethodUsedDesc
Non Cash AssistanceNANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2The Capstone Foundation works closely with The University of Alabama to
Pt I Line 2ensure that grants to the University and its students are awarded and
Pt I Line 2used in accordance with the stated purpose of the particular gift and the
Pt I Line 2mission of the Capstone Foundation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmt
STUART BELL
Chairman$800,008$3,878$128,409$81,531$1,013,826
MATT FAJACK
Director$397,736$17,778$41,081$17,109$473,704
DANA KEITH
Director$361,638$16,483$49,339$12,254$444,506$4,792
ROBERT D PIERCE II
Director$326,241$6,124$45,817$20,961$399,143
CALVIN BROWN
Director$238,151$3,525$28,437$8,292$278,405
ANDRE TAYLOR
Director
BAKER CROW
Director
JOHN ENGLAND JR
Director
KAREN CAMPBELL
Director

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Noncash Contributions Rpt F990$163,012NoncashContributionsRptF990Amt
Method Of Determining Revenuesstock mkt quoteMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescGift-in-KindDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$300NoncashContributionsRptF990Amt
Method Of Determining Revenuesfair mkt valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceP1, Col BFormAndLineReferenceDesc
ExplanationThe organization is reporting the number of contributions received.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI Line 11bSee Sch O
Part VI Line 19See Sch O
Part III Line 4dExpenses: $723007.00 including grants of: $90400.00 Revenue: $0.00
Part VI Line 11bThe tax return is prepared by Tax Office personnel at the University
Part VI Line 11bof Alabama. The return goes through a three-step review process. It is
Part VI Line 11breviewed by the UA Tax Director, the UA AVP for Finance, and finally by the
Part VI Line 11bUA VP for Finance and Operations, who is also the board member
Part VI Line 11bwho signs the return.
Part VI Line 12cBoard members are required to disclose any potential conflicts of interest
Part VI Line 12cat the annual board of directors meeting.
Part VI Line 15a or bThe Capstone Foundation does not pay compensation to its officers
Part VI Line 15a or bor directors.
Part VI Line 19A copy of these items would be provided to a member of the public
Part VI Line 19upon request.
Part III Line 4dOther program services include support for University of Alabama travel,
Part III Line 4dprofessional fees, printing, dues and subscriptions.
Part XI Line 9Other changes in net assets or fund balances: change in value of
Part XI Line 9split-interest agreements

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
The University of Alabama
Box 870136TuscaloosaAL35487636001138EducationAL501c3Ln 2NAfalse
The University of Alabama System
500 University Blvd EastTuscaloosaAL35401630733171EducationALNAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
The University of Alabama
B$1,557,081CASH VALUE
(no name)
M$231,904CASH VALUE
The University of Alabama System
B$83,900CASH VALUE