2021-11-15T16:44:17-06:00 2020-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990 2020-01-01 631225003 COMMUNITY FOUNDATION OF WEST ALABAMA COMM 2053660698 PO BOX 3033 TUSCALOOSA AL 35403 GLENN TAYLOR PRESIDENT 2053660698 2021-11-15 1 GLENN TAYLOR 999009999 CHRISTOPHER J WILLIAMS P00366288 2053458440 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GLENN TAYLOR PO BOX 3033 TUSCALOOSA AL 35403 1795386 0 X WWW.THECFWA.ORG X 1999 AL TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 18 18 3 0 0 0 1311682 767130 0 0 352614 215542 1206578 735012 2870874 1717684 673056 876353 0 0 77166 74004 0 0 0 161818 230933 912040 1181290 1958834 536394 15469152 16669868 5021795 5686117 10447357 10983751 X TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 0 0 83750 83750 UNITED WAY OF WEST ALABAMA 136000 136000 TRINITY PRESBYTERIAN CHURCH 76950 76950 THE UNIVERSITY OF ALABAMA 639573 579653 OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. 639573 579653 936273 1 1 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 AL X GLENN TAYLOR 2053660698 700 ENERGY CENTER BLVD 406 NORTHPORT AL 35476 CLAUDE EDWARDS CHAIRMAN 2.00 X X 0 0 0 JAMES FLEMMING DIRECTOR 0.50 X 0 0 0 GLENN TAYLOR PRESIDENT & CEO 20.00 X X 42091 0 0 PIERCE BOYD DIRECTOR 0.50 X 0 0 0 SAM FAUCETT DIRECTOR 0.50 X 0 0 0 JAMES I HARRISON III DIRECTOR 0.50 X 0 0 0 SHELLEY JONES DIRECTOR 0.50 X 0 0 0 JUDGE JOHN ENGLAND JR DIRECTOR 0.50 X 0 0 0 DR BARRY MASON SECRETARY 2.00 X X 0 0 0 LEAH ANN SEXTON DIRECTOR 0.50 X 0 0 0 PAM PARKER DIRECTOR 0.50 X 0 0 0 LIN MOORE TREASURER 2.00 X X 0 0 0 THOMAS A NETTLES IV DIRECTOR 0.50 X 0 0 0 MARY BESS PALUZZI VICE PRESIDENT 2.00 X X 0 0 0 DR HUGH STEGALL DIRECTOR 0.50 X 0 0 0 JOHN T DEWITT DIRECTOR 0.50 X 0 0 0 BOBBY INGRAM DIRECTOR 0.50 X 0 0 0 DAVE PASS DIRECTOR 0.50 X 0 0 0 42091 0 0 0 0 0 0 0 16300 750830 343780 767130 293244 293244 77702 -77702 -77702 -77702 675 16300 0 675 675 UNREALIZED HOLDING GAI 900099 636256 636256 INTERNAL FEE INCOME 900099 98081 98081 734337 1717684 949879 0 675 876353 876353 42092 21046 21046 26420 13210 13210 5492 2746 2746 10464 5232 5232 3776 1888 1888 6000 3000 3000 5381 5381 INTERNAL FEE 137256 137256 INVESTMENT EXPENSE 58805 58805 UTILITIES 3668 1834 1834 NEWSLETTER 3245 3245 2338 2338 1181290 936273 245017 0 101633 144285 350000 15017444 16525508 75 75 15469152 16669868 5021795 5686117 5021795 5686117 X 10408357 10941751 39000 42000 10447357 10983751 15469152 16669868 536394 0 X 0 1 X 1 0 X 973207 587622 483632 1084182 767130 3895773 973207 587622 483632 1084182 767130 3895773 806129 3089644 230622 307747 271050 352614 215542 1377575 61878 62866 67384 101852 98756 392736 5666084 0.54530 0.52700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 7 582390 15635 811310 15896 6373335 198213 1 1 3788337 169105 377996 49146 28931 4257361 3169049 89111 622529 56797 35555 3788337 2291306 1143583 -171679 60490 33671 3169049 1237045 912385 190456 26888 21692 2291306 837635 366340 62710 16329 13311 1237045 0.32330 0.67670 0 0 0 SYNOVUS CD 23160 F SMARTBANK MONEY MARKET 29510 F BRYANT BANK MONEY MARKET 921145 F FIRST NATIONAL CENTRAL RDP 39950 F SMARTBANK CHECKING 13631 F RAYMOND JAMES 14090030 F LPL FINANCIAL 1282154 F RAYMOND JAMES-MORGAN KEEGAN 66278 F BRYANT BANK - CFWA RELIEF FUND 59125 F BRYANT BAN TUSC BIZ RELIEF FUND 525 F 16525508 MISCELLANEOUS LIABILITIES 2513 AGENCY ACCOUNTS 5681662 PAYROLL LIABILITIES 1942 5686117 1717684 0 1717684 0 1717684 1181290 0 1181290 0 1181290 PART V, LINE 4: THERE ARE TWELVE PERMANENT FUNDS. TWO ARE FOR THE SUPPORT OF THE PUBLIC LIBRARY, ONE FOR AID TO BATTERED WOMEN AND ABUSED CHILDREN, ONE FOR A CHURCH RECREATION FUND AND THE OTHER EIGHT FOR SCHOLARSHIPS. TWO BOARD DESIGNATED FUNDS ARE RESERVED TO FUND ANNUAL GRANTS TO COMMUNITY ORGANIZATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2020 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2020 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. BANQUET 16975 16300 675 16975 16300 675 675 1 ALABAMA ARISE GENERAL FUND ALABAMA STATE PARKS FOUNDATION GENERAL FUND ALICEVILLE FIRST BAPTIST CHURCH 10500 GENERAL FUND ALICEVILLE FIRST PRESBYTERIAN CHURCH GENERAL FUND ALICEVILLE FIRST UNITED METHODIST CHURCH GENERAL FUND AMERICAN RED CROSS 10100 GENERAL FUND ARTS N AUTISM GENERAL FUND BIG OAK RANCH 16000 GENERAL FUND CALVARY BAPTIST CHURCH 20000 GENERAL FUND CAMPUS CRUSADE FOR CHRIST 7200 GENERAL FUND CENTRAL ALABAMA COMMUNITY COLLEGE GENERAL FUND CHRIST CHURCH GENERAL FUND CHRIST EPISCOPAL 32125 GENERAL FUND COMMUNITY FOUNDATION OF EAST ALABAMA GENERAL FUND COMMUNITY SERVICE PROGRAMS OF WEST AL 10000 GENERAL FUND CONE HEALTH HVC PATIENT CARE FUND GENERAL FUND DCH FOUNDATION GENERAL FUND ENGLISH LANGUAGE INSTITUTE IN CHINA GENERAL FUND EPISCOPAL HIGH SCHOOL GENERAL FUND FIRST PRESBYTERIAN CHURCH OF ALICEVILLE GENERAL FUND FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA 26525 GENERAL FUND FIRST UNITED METHODIST CHURCH OF TUSCALOOSA 26300 GENERAL FUND GRACE PRESBYTERIAN CHURCH GENERAL FUND JEFFERSON STATE COMMUNITY COLLEGE GENERAL FUND JOE NAMATH FOUNDATION GENERAL FUND JOYCE SELLERS FOUNDATION 7500 GENERAL FUND LIVE LIKE LIBBY-LOVE LIKE LIBBY FOUNDATION GENERAL FUND RISE CENTER 10300 GENERAL FUND SAND SPRINGS UNITED METHODIST CHURCH GENERAL FUND SHELTON STATE COMMUNITY COLLEGE GENERAL FUND ST MARK METHODIST CHURCH 49000 GENERAL FUND STILLMAN COLLEGE GENERAL FUND THE HUMANE SOCIETY OF WEST ALABAMA GENERAL FUND THE SALVATION ARMY OF TUSCALOOSA 7500 GENERAL FUND TUSCALOOSA ACADEMY GENERAL FUND TUSCALOOSA CHILDREN'S CENTER GENERAL FUND TUSCALOOSA CHILDREN'S THEATRE GENERAL FUND TUSCALOOSA SAFE CENTER GENERAL FUND TUSCALOOSA SYMPHONY ORCHESTRA GENERAL FUND TUSCALOOSA'S ONE PLACE GENERAL FUND UNITED WAY OF WEST ALABAMA GENERAL FUND UNIVERSITY OF ALABAMA 76950 GENERAL FUND UNIVERSITY OF NORTH ALABAMA 10000 GENERAL FUND HOLY SPIRIT CHURCH 12600 GENERAL FUND LANCASTER ASSEMBLY OF GOD 6000 GENERAL FUND OGLETHORPE UNIVERSITY 16000 GENERAL FUND PALMER HOME FOR CHILDREN 10500 GENERAL FUND ROTARY FOUNDATION 10000 GENERAL FUND SAMARITAN'S PURSE GENERAL FUND ST ANDREWS BY THE SEA GENERAL FUND ST FRANCIS CATHOLIC CHURCH 7500 GENERAL FUND TEMPORARY EMERGENCY SERVICES 15000 GENERAL FUND THE MORTAR BOARD NATIONAL FOUNDATION 6000 GENERAL FUND TUSCALOOSA CITY SCHOOLS 7500 GENERAL FUND PARA FOUNDATION TUSCALOOSA 51500 GENERAL FUND TUSCALOOSA COUNTY SCHOOL SYSTEM 7500 GENERAL FUND TUSCALOOSA EDUCATION FOUNDATION 6600 GENERAL FUND TRINITY PRESBYTERIAN CHURCH 136000 GENERAL FUND UNITED WAY OF ALABAMA 93750 GENERAL FUND WEST ALABAMA FOOD BANK 21000 GENERAL FUND 30 0 PART I, LINE 2: GRANT AWARDS FROM NON-DONOR ADVISED FUNDS ARE BASED ON APPLICATION FORMS SUBMITTED BY THE RECIPIENTS AND APPROVED BY THE BOARD OF DIRECTORS. A REPORT BACK TO THE COMMUNITY FOUNDATION IS REQUIRED WITH SIX MONTHS OF RECEIPT OF THE GRANT. GRANTS FROM DONOR ADVISED FUNDS ARE BASED ON THE RECOMMENDATION OF THE DONOR FOLLOWED BY VERIFICATION THAT THE RECIPIENT IS A CHARITABLE ORGANIZATION AND APPROVAL BY THE BOARD IF OVER $10,000 AND APPROVAL BY A DIRECTOR IF UNDER $10,000. X 16 343780 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK TRANSCATIONS 990 PART IV LINE 12A AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABLE AT THIS TIME. THEREFORE, THE RECONCILIATION ON SCHEDULE D PAGE 4 COULD NOT BE PREPARED. AUDITED FINANCIAL STATEMENTS ARE IN PREPARATION AND WILL BE AVAILABLE AT A LATER DATE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A DIRECTOR AND MADE AVAILABLE TO BOARD AND EXECUTIVE COMMITTEE AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MAKES SURE THAT A CONFLICT OF INTEREST STATEMENT IS COMPLETED FOR EACH OFFICER AND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE FILLS OUT A WRITTEN EVALUATION FORM ON THE CEO/PRESIDENT. THE COMMITTEE RECOMMENDS A SALARY TO THE BOARD OF DIRECTORS. THE BOARD APPROVES THE SALARY ANNUALLY IN JULY. THE PROCESS WOULD BE THE SAME FOR ANY EMPLOYEE. AT THIS TIME THERE ARE TWO OTHER EMPLOYEES. ONE IS A PART-TIME OFFICE EMPLOYEE AND ONE IS A PART-TIME DEVELOPMENT EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST