COMMUNITY FOUNDATION OF WEST ALABAMA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF WEST ALABAMA (EIN 63-1225003)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202032309349302993
- Schema version
- 2019v5.1
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T16:45:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630933119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMISON MONEY FARMER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2347 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631225003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF WEST ALABAMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2053660698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3033 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2053660698 | PhoneNum |
| Signature | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER J WILLIAMS | PreparerPersonNm |
| PTIN | P00366288 | PTIN |
| Phone | 2053458440 | PhoneNum |
| Preparation | 2020-07-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.31.28.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-11 | IPDt |
| IP Tm | 13:07:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3E49BCCDC0DFA7C36E87C2E09114D438F853455 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 046268185240FEBB9111921E62350A136259A8DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLENN TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3033 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,887,875 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECFWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,542,090 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,311,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $271,051 | PYInvestmentIncomeAmt |
| CY Investment Income | $352,614 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$634,556 | PYOtherRevenueAmt |
| CY Other Revenue | $1,206,578 | CYOtherRevenueAmt |
| PY Total Revenue | $1,178,585 | PYTotalRevenueAmt |
| CY Total Revenue | $2,870,874 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $738,397 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $673,056 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,166 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $153,274 | PYOtherExpensesAmt |
| CY Other Expenses | $161,818 | CYOtherExpensesAmt |
| PY Total Expenses | $960,419 | PYTotalExpensesAmt |
| CY Total Expenses | $912,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $218,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,958,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,533,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,119,152 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,394,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,021,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,138,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,097,357 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $62,600 | ExpenseAmt |
| Grant | $62,600 | GrantAmt |
| Desc | UNITED WAY OF WEST ALABAMA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,000 | ExpenseAmt |
| Grant | $32,000 | GrantAmt |
| Desc | ST. MARK METHODIST CHURCH | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,625 | ExpenseAmt |
| Grant | $32,625 | GrantAmt |
| Desc | THE UNIVERSITY OF ALABAMA | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $610,058 | ExpenseAmt |
| Grant | $545,831 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $610,058 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $545,831 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $737,283 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN TAYLOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2053660698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 ENERGY CENTER BLVD 406 | AddressLine1Txt |
| City | NORTHPORT | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35476 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAVIS S BURTON JR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CLAUDE EDWARDS | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES FLEMMING | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GLENN TAYLOR | ||||||
| PRESIDENT & CEO | 20.00 | Yes (X) | $41,623 | $0 | $0 | Yes (X) |
| PIERCE BOYD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SAM FAUCETT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES I HARRISON III | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY JONES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDGE JOHN ENGLAND JR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR BARRY MASON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LEAH ANN SEXTON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAM PARKER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LIN MOORE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS A NETTLES IV | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY BESS PALUZZI | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR HUGH STEGALL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN T DEWITT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOBBY INGRAM | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE PASS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,623 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,725 | FundraisingAmt |
| All Other Contributions | $1,283,957 | AllOtherContributionsAmt |
| Noncash Contributions | $861,271 | NoncashContributionsAmt |
| Total Contributions | $1,311,682 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $351,457 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,157 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,157 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,157 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,725 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,001 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,351 | TotalRevenueColumnAmt |
| Exclusion | -$3,351 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNREALIZED HOLDING GAI | 900099 | $1,121,727 | $1,121,727 |
| INTERNAL FEE INCOME | 900099 | $88,202 | $88,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,209,929 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,870,874 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,562,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,351 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,056 | TotalAmt |
| Program Services | $673,056 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,622 | TotalAmt |
| Program Services | $20,811 | ProgramServicesAmt |
| Management And General | $20,811 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,302 | TotalAmt |
| Program Services | $15,151 | ProgramServicesAmt |
| Management And General | $15,151 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,242 | TotalAmt |
| Program Services | $2,621 | ProgramServicesAmt |
| Management And General | $2,621 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300 | TotalAmt |
| Program Services | $5,150 | ProgramServicesAmt |
| Management And General | $5,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774 | TotalAmt |
| Program Services | $887 | ProgramServicesAmt |
| Management And General | $887 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101 | TotalAmt |
| Program Services | $101 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,984 | TotalAmt |
| Program Services | $4,984 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| INTERNAL FEE | $86,261 | $86,261 | |
| INVESTMENT EXPENSE | $38,956 | $38,956 | |
| DUES AND SUBSCRIPTIONS | $4,190 | $4,190 | |
| UTILITIES | $3,840 | $1,920 | $1,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,412 | TotalAmt |
| Program Services | $5,412 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,040 | TotalAmt |
| Program Services | $737,283 | ProgramServicesAmt |
| Management And General | $174,757 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,234 | BOYAmt |
| EOY | $101,633 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,452,098 | BOYAmt |
| EOY | $15,017,444 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75 | BOYAmt |
| EOY | $75 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,533,407 | BOYAmt |
| EOY | $15,119,152 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,394,884 | BOYAmt |
| EOY | $5,021,795 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,394,884 | BOYAmt |
| EOY | $5,021,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,105,523 | BOYAmt |
| EOY | $10,058,357 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,000 | BOYAmt |
| EOY | $39,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,138,523 | BOYAmt |
| EOY | $10,097,357 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,533,407 | BOYAmt |
| EOY | $15,119,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,958,834 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $464,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $973,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $587,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $483,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,084,182 | CurrentTaxYearAmt |
| Total | $3,592,810 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $464,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $973,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $587,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $483,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,084,182 | CurrentTaxYearAmt |
| Total | $3,592,810 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $729,096 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,863,714 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $307,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,614 | CurrentTaxYearAmt |
| Total | $1,464,019 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,852 | CurrentTaxYearAmt |
| Total | $377,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,434,323 | TotalSupportAmt |
| Public Support CY170 | 0.52700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 60 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,213,821 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $8,750 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $596,547 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $19,712 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,020,336 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $183,245 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,169,049 | BeginningYearBalanceAmt |
| Contributions | $89,111 | ContributionsAmt |
| Investment Earnings Or Losses | $622,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,797 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $35,555 | AdministrativeExpensesAmt |
| End Year Balance | $3,788,337 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,291,306 | BeginningYearBalanceAmt |
| Contributions | $1,143,583 | ContributionsAmt |
| Investment Earnings Or Losses | -$171,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,490 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $33,671 | AdministrativeExpensesAmt |
| End Year Balance | $3,169,049 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,237,045 | BeginningYearBalanceAmt |
| Contributions | $912,385 | ContributionsAmt |
| Investment Earnings Or Losses | $190,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,888 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,692 | AdministrativeExpensesAmt |
| End Year Balance | $2,291,306 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $837,635 | BeginningYearBalanceAmt |
| Contributions | $366,340 | ContributionsAmt |
| Investment Earnings Or Losses | $62,710 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,329 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,311 | AdministrativeExpensesAmt |
| End Year Balance | $1,237,045 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $858,483 | BeginningYearBalanceAmt |
| Contributions | $26,825 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,590 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,978 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,105 | AdministrativeExpensesAmt |
| End Year Balance | $837,635 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67500 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SYNOVUS CD | $23,180 | F |
| SMARTBANK MONEY MARKET | $60,247 | F |
| BRYANT BANK | $972,169 | F |
| FIRST NATIONAL CENTRAL RDP | $65,662 | F |
| SMARTBANK CHECKING | $3,125 | F |
| RAYMOND JAMES | $12,670,683 | F |
| LPL FINANCIAL | $1,192,397 | F |
| RAYMOND JAMES-MORGAN KEEGAN | $29,981 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,017,444 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MISCELLANEOUS LIABILITIES | $2,800 |
| AGENCY ACCOUNTS | $5,017,055 |
| PAYROLL LIABILITIES | $1,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,021,795 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,870,874 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,870,874 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,870,874 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $912,040 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $912,040 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $912,040 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THERE ARE NINE PERMANENT FUNDS. TWO ARE FOR THE SUPPORT OF THE PUBLIC LIBRARY, ONE FOR AID TO BATTERED WOMEN AND ABUSED CHILDREN AND THE OTHER SIX 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. 2019 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECONCILIATION CANNOT BE DONE AT THIS TIME. 2019 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BANQUET | Event1Nm |
| Gross Receipts Event1 | $41,375 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,725 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,650 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,001 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $41,375 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,725 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,650 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,001 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,001 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,351 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|
| FIRST UNITED METHODIST CHURCH OF TUSCALOOSA | |
| $26,000 | GENERAL FUND |
| CHRIST EPISCOPAL | |
| $25,500 | GENERAL FUND |
| JOYCE SELLERS FOUNDATION | |
| $7,800 | GENERAL FUND |
| STILLMAN COLLEGE | |
| $7,650 | GENERAL FUND |
| UNIVERSITY OF ALABAMA | |
| $32,625 | GENERAL FUND |
| UNITED WAY OF WEST ALABAMA | |
| $62,600 | GENERAL FUND |
| GRACE PRESBYTERIAN CHURCH | |
| $28,000 | GENERAL FUND |
| TUSCALOOSA SYMPHONY ORCHESTRA | |
| $7,500 | GENERAL FUND |
| CENTRAL ALABAMA COMMUNITY COLLEGE | |
| $7,500 | GENERAL FUND |
| FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA | |
| $17,050 | GENERAL FUND |
| THE HUMANE SOCIETY OF WEST ALABAMA | |
| $10,675 | GENERAL FUND |
| RISE CENTER | |
| $7,000 | GENERAL FUND |
| THE SALVATION ARMY OF TUSCALOOSA | |
| $9,000 | GENERAL FUND |
| TUSCALOOSA ACADEMY | |
| $10,000 | GENERAL FUND |
| TUSCALOOSA'S ONE PLACE | |
| $23,500 | GENERAL FUND |
| UNIVERSITY OF NORTH ALABAMA | |
| $11,000 | GENERAL FUND |
| ALABAMA ARISE | |
| $5,000 | GENERAL FUND |
| ALABAMA STATE PARKS FOUNDATION | |
| $11,000 | GENERAL FUND |
| ALICEVILLE FIRST BAPTIST CHURCH | |
| $10,000 | GENERAL FUND |
| ALICEVILLE FIRST PRESBYTERIAN CHURCH | |
| $10,000 | GENERAL FUND |
| ALICEVILLE FIRST UNITED METHODIST CHURCH | |
| $5,000 | GENERAL FUND |
| ARTS N AUTISM | |
| $11,500 | GENERAL FUND |
| BIG OAK RANCH | |
| $12,650 | GENERAL FUND |
| CHRIST CHURCH | |
| $6,000 | GENERAL FUND |
| COMMUNITY FOUNDATION OF EAST ALABAMA | |
| $10,000 | GENERAL FUND |
| DCH FOUNDATION | |
| $27,600 | GENERAL FUND |
| ENGLISH LANGUAGE INSTITUTE IN CHINA | |
| $5,000 | GENERAL FUND |
| FIRST PRESBYTERIAN CHURCH OF ALICEVILLE | |
| $25,000 | GENERAL FUND |
| JEFFERSON STATE COMMUNITY COLLEGE | |
| $5,000 | GENERAL FUND |
| JOE NAMATH FOUNDATION | |
| $5,000 | GENERAL FUND |
| LIVE LIKE LIBBY-LOVE LIKE LIBBY FOUNDATION | |
| $5,000 | GENERAL FUND |
| SAND SPRINGS UNITED METHODIST CHURCH | |
| $10,000 | GENERAL FUND |
| SHELTON STATE COMMUNITY COLLEGE | |
| $5,500 | GENERAL FUND |
| ST MARK METHODIST CHURCH | |
| $32,000 | GENERAL FUND |
| TUSCALOOSA CHILDREN'S CENTER | |
| $21,000 | GENERAL FUND |
| TUSCALOOSA CHILDREN'S THEATRE | |
| $7,500 | GENERAL FUND |
| TUSCALOOSA SAFE CENTER | |
| $7,000 | GENERAL FUND |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $861,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK TRANSCATIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
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