FURP.ORG / PUBLIC DATA EXPLORER

WALKER AREA COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WALKER AREA COMMUNITY FOUNDATION (EIN 63-1154984)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201921359349308487
Schema version
2018v3.1
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)
Return2019-05-15T14:46:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631133963PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Haynes Downard LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13161 Cahaba Heights Road Suite 203AddressLine1Txt
CityBirminghamCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631154984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Walker Area Community Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALKBusinessNameControlTxt
Phone2053020001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171AddressLine1Txt
CityJasperCityNm
State AbbreviationALStateAbbreviationCd
ZIP35502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPaul W KennedyPersonNm
Person TitlePresidentPersonTitleTxt
Phone2052950170PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLewis F Jones JrPreparerPersonNm
PTINP00013592PTIN
Phone2052543380PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.194.7.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm14:04:20IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE336B7865892BC53F1265D47F53D8E811E142865AtSubmissionCreationDeviceId
At Submission Filing Device IdE336B7865892BC53F1265D47F53D8E811E142865AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPaul W KennedyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171AddressLine1Txt
CityJasperCityNm
State AbbreviationALStateAbbreviationCd
ZIP35502ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,789,149GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wacf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTo serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,974,291PYContributionsGrantsAmt
CY Contributions Grants$43,611,207CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$602,869PYInvestmentIncomeAmt
CY Investment Income$780,192CYInvestmentIncomeAmt
PY Other Revenue$6,684PYOtherRevenueAmt
CY Other Revenue$6,762CYOtherRevenueAmt
PY Total Revenue$2,583,844PYTotalRevenueAmt
CY Total Revenue$44,398,161CYTotalRevenueAmt
PY Grants And Similar Paid$1,410,846PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,055,904CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$354,771PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$380,164CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$207,259CYTotalFundraisingExpenseAmt
PY Other Expenses$407,149PYOtherExpensesAmt
CY Other Expenses$532,517CYOtherExpensesAmt
PY Total Expenses$2,172,766PYTotalExpensesAmt
CY Total Expenses$2,968,585CYTotalExpensesAmt
PY Revenues Less Expenses$411,078PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$41,429,576CYRevenuesLessExpensesAmt
Total Assets BOY$26,868,093TotalAssetsBOYAmt
Total Assets EOY$66,352,747TotalAssetsEOYAmt
Total Liabilities BOY$1,406TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,318TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,866,687NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$66,351,429NetAssetsOrFundBalancesEOYAmt
MissionTo serve as a nonprofit dedicated to the nurture and advancement of the community through forming and preserving charitable capital, and using the proceeds of that capital to better the community as a whole.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,622,336ExpenseAmt
Grant$2,055,904GrantAmt
DescWalker Area Community Foundation provides grants to promote the community health and social welfare of citizens within the community of Walker County, Alabama or as recommended by fund advisors and approved by the Board of Directors to 501(c)(3) organizations outside of the general service area.Desc
Total Program Service Expenses$2,622,336TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Paul KennedyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2053020001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171AddressLine1Txt
CityJasperCityNm
State AbbreviationALStateAbbreviationCd
ZIP35502ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Kevin Callahan
Director1.00Yes (X)$0$0$0
Abbie Drummond
Director1.00Yes (X)$0$0$0
Steve G Globetti
Director1.00Yes (X)$0$0$0
Douglas Warren
Director1.00Yes (X)$0$0$0
Robert B Nolen Jr
Director1.00Yes (X)$0$0$0
John T Oliver Jr
Director Emeritus1.00Yes (X)$0$0$0
Beth Thorne Stukes
Chairman1.00Yes (X)$0$0$0Yes (X)
Robbin Reed Allen
Vice Chairman1.00Yes (X)$0$0$0Yes (X)
Scott Thornley
Secretary and Treasurer1.00Yes (X)$0$0$0Yes (X)
Edward R Jackson
Past Chairman1.00Yes (X)$0$0$0Yes (X)
Paul W Kennedy
President40.00$115,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$43,611,207AllOtherContributionsAmt
Total Contributions$43,611,207TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$635,426TotalRevenueColumnAmt
Exclusion$635,426ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,535,754SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,390,988SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$144,766SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,766TotalRevenueColumnAmt
Exclusion$144,766ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous RevenueDesc
Business624100BusinessCd
Total Revenue Column$6,762TotalRevenueColumnAmt
Related Or Exempt Func Income$6,762RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,762OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,398,161TotalRevenueColumnAmt
Related Or Exempt Func Income$6,762RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$780,192ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,055,904TotalAmt
Program Services$2,055,904ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$115,000TotalAmt
Program Services$92,000ProgramServicesAmt
Management And General$17,250ManagementAndGeneralAmt
Fundraising$5,750FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$265,164TotalAmt
Program Services$212,131ProgramServicesAmt
Management And General$39,775ManagementAndGeneralAmt
Fundraising$13,258FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$58,096TotalAmt
Program Services$58,096ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,195TotalAmt
Program Services$51,831ProgramServicesAmt
Management And General$13,967ManagementAndGeneralAmt
Fundraising$397FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,087TotalAmt
Program Services$7,544ProgramServicesAmt
Fundraising$7,543FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,760TotalAmt
Program Services$7,245ProgramServicesAmt
Management And General$762ManagementAndGeneralAmt
Fundraising$753FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$30,341TotalAmt
Program Services$10,315ProgramServicesAmt
Management And General$10,013ManagementAndGeneralAmt
Fundraising$10,013FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,715TotalAmt
Management And General$7,715ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,070TotalAmt
Program Services$4,061ProgramServicesAmt
Management And General$1,511ManagementAndGeneralAmt
Fundraising$498FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$82,620TotalAmt
Program Services$59,486ProgramServicesAmt
Management And General$4,131ManagementAndGeneralAmt
Fundraising$19,003FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,613TotalAmt
Program Services$3,161ProgramServicesAmt
Management And General$25,291ManagementAndGeneralAmt
Fundraising$3,161FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Donor development$104,503$104,503
Display and event expen$27,360$17,209$10,151
Printing and publicatio$22,758$18,775$2,868$1,115
Repairs and maintenance$21,958$17,259$4,699

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$49,441TotalAmt
Program Services$30,284ProgramServicesAmt
Management And General$12,761ManagementAndGeneralAmt
Fundraising$6,396FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,968,585TotalAmt
Program Services$2,622,336ProgramServicesAmt
Management And General$138,990ManagementAndGeneralAmt
Fundraising$207,259FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$591,376BOYAmt
EOY$1,275,302EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,066,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$629,775LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,516,659BOYAmt
EOY$1,437,208EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,730,192BOYAmt
EOY$63,610,577EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,866BOYAmt
EOY$29,660EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,868,093BOYAmt
EOY$66,352,747EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,406BOYAmt
EOY$1,318EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,406BOYAmt
EOY$1,318EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,755,044BOYAmt
EOY$66,264,853EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,643BOYAmt
EOY$86,576EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,866,687BOYAmt
EOY$66,351,429EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,868,093BOYAmt
EOY$66,352,747EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$41,429,576ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,944,834NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$622,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,065,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,913CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,974,291CurrentTaxYearMinus1YearAmt
Current Tax Year$43,611,207CurrentTaxYearAmt
Total$47,746,398TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$622,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,065,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,913CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,974,291CurrentTaxYearMinus1YearAmt
Current Tax Year$43,611,207CurrentTaxYearAmt
Total$47,746,398TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$42,608,620SubstantialContributorsTotAmt
Public Support Total170$5,137,778PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$446,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$521,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$477,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$647,742CurrentTaxYearMinus1YearAmt
Current Tax Year$635,426CurrentTaxYearAmt
Total$2,728,108TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,361CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,685CurrentTaxYearMinus1YearAmt
Current Tax Year$6,762CurrentTaxYearAmt
Total$48,861TotalAmt
FieldValueIRS element (for citing)
Total Support$50,523,367TotalSupportAmt
Public Support CY1700.10170PublicSupportCY170Pct
Public Support PY1700.39320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held19DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$43,305,825DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,385,618DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$48,095,388DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,044OtherCostOrOtherBasisAmt
Book Value$76,044BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,508,169OtherCostOrOtherBasisAmt
Depreciation$312,948DepreciationAmt
Book Value$1,195,221BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$166,642OtherCostOrOtherBasisAmt
Depreciation$89,851DepreciationAmt
Book Value$76,791BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$316,128OtherCostOrOtherBasisAmt
Depreciation$226,976DepreciationAmt
Book Value$89,152BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,437,208TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,395,231TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,944,834NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,944,834RevenueNotReportedAmt
Revenue Subtotal$44,340,065RevenueSubtotalAmt
Investment Expenses Not Incld$58,096InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$58,096RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$44,398,161TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,910,489TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,910,489ExpensesSubtotalAmt
Investment Expenses Not Incld2$58,096InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$58,096ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,968,585TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAs of December 31, 2018 and 2017, the Foundation has no uncertain tax positions that qualify for recognition or disclosure in the financial statements.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (66 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Alabama Lions Sight
700 South 18th StBirminghamAL35233630340851501(c)(3)$30,000Mobile Eye Clinic - elderly and uninsured
American Cancer Society Inc
1100 Ireland Way Suite 201BirminghamAL35205131788491501(c)(3)$5,000Joe Lee Griffin Hope Lodge
American Red Cross
1015 Airport RdHuntsvilleAL35802530196605501(c)(3)$5,000Emergency preparedness, smoke alarms, education
Backyard Blessings
PO Box 129SumitonAL35148271490669501(c)(3)$1,000Food for weekend for children to take home
Backyard Blessings
PO Box 129SumitonAL35148271490669501(c)(3)$41,000Weekend backpack feeding program
Birmingham Children's Theatre
PO Box 1362BirminghamAL35201636050838501(c)(3)$7,500Performances for local school groups
Birmingham Regional Paratransit Consortium (ClasTran)
2121 Rev Abraham Woods Jr BlvdBirminghamAL35203631173997501(c)(3)$11,200Transportation for disadvantaged residents in Walker CountySuite 1100
Boy Scouts of America Black Warrior Council
2700 Jack Warner Parkway NortheastTuscaloosaAL35403630288816501(c)(3)$4,500Siding for dining hall at Camp O'Rear
Boy Scouts of America Black Warrior Council
2700 Jack Warner Parkway NortheastTuscaloosaAL35403630288816501(c)(3)$4,000Summer camp for scouts and cubs, partial scholarships
Camp COOL (Children Overcoming Obstacles through Love)
PO Box 2304JasperAL35502463172224501(c)(3)$7,000Camp equipment, campground and facilities rental
Camp McDowell Alabama Folk School
105 DeLong RoadNauvooAL35578636001873501(c)(3)$30,000Scholarships for student campers
Capstone Rural Health Center
PO Box 169ParrishAL35580631276483501(c)(3)$2,500School supplies for the backpack giveaway in August 2018.
Capstone Rural Health Center
PO Box 169ParrishAL35580631276483501(c)(3)$35,000Buddy L. Thorne Dental Clinic
Carl Elliott Regional Library
98 Eighteenth Street EastJasperAL35501636000670501(c)(3)$2,000Summer reading program
Carl Elliott Regional Library
98 Eighteenth Street EastJasperAL35501636000670501(c)(3)$14,892Programming, services, books
City of Lights Dream Center
23 Austin CrDoraAL35062571204989501(c)(3)$50,000Transportation for programs - purchase 2 small buses
Community Foundation for Greater Atlanta
191 Peachtree Street NE STE 1000AtlantaGA30303581344646501(c)(3)$311,080For the Lewis Manderson Fund
Concerned Citizens for Our Youth Inc
1200 Beacon LaneJasperAL35504630640563501(c)(3)$320,000Rebuilding Beacon House
Dilworth Church of God
3688 Hull RoadEmpireAL35063631090230501(c)(3)$10,000House of Refuge Food Bank
Disney Landing Project
501(c)(3)$27,555Invoice for Disney Lake Project - walkways, concrete, etc.
Equines Assisting Special Individuals
242 Summerville RoadJasperAL35504203255216501(c)(3)$1,200Sponsor a horse for a year
Equines Assisting Special Individuals
242 Summerville RoadJasperAL35504203255216501(c)(3)$2,000Scholarships
Equines Assisting Special Individuals
242 Summerville RoadJasperAL35504203255216501(c)(3)$2,000Silver saddles - senior citizen equine therapy
Girls Incorporated of Central Alabama
PO Box 130729BirminghamAL35213630328643501(c)(3)$7,5006 week summer enrichment program for 60 girls
Healthy Eating Active Living Inc
1360 Montgomery Highway Suite 116BirminghamAL35266205936421501(c)(3)$25,000Heal in Walker County Schools - improving health through fitness and nutrition education
Hope House Church
PO Box 99HoustonAL35572455277650501(c)(3)$39,491Loaves and Fish Food Truck and Soup Kitchen Ministry
Jalayah Hackman Foundation
1901 Otwell RdJasperAL35504822615918501(c)(3)$6,500Mentoring, tutoring for youth
Jasper Area Family Services Center Inc
PO Box 3493JasperAL35502943428363501(c)(3)$30,000West Jasper Community Project
Jasper Main Street
PO Box 122JasperAL35502473854043501(c)(3)$35,000Jasper Mainstreet Operating Budget
Jasper's First Baptist Church
PO Box 71JasperAL35502636004317501(c)(3)$315,000Renovation of Student Center
Kid One Transport System Inc
PO Box 11864BirminghamAL35202631165579501(c)(3)$9,500Transportation for Walker County children and pregnant mothers to doctor and hospital.
Kid's Loving Kids
5100 Curry Hwy Ste 111JasperAL35504320330203501(c)(3)$5,000Clothing, art supplies, hygeine and personal needs
Main Street Ministries Inc
PO Box 551Double SpringsAL35553261719062501(c)(3)$7,500Food ministry program
McWane Science Center
200 19th Street NBirminghamAL35203581933712501(c)(3)$6,000Think Like a Scientist program at Curry Middle School
Mission of Hope
PO Box 878DoraAL35062631253204501(c)(3)$24,000Joy of Christmas
Network for Good
PO Box 675036DetroitMI48267680480736501(c)(3)$6,000DonorPath Services, invoice # INV00047589
North Alabama Center for Educational Excellence
513 Sparkman Drive NWHuntsvilleAL35816630707545501(c)(3)$5,000Career success through higher education
Positive Maturity Inc
3918 Montclair Road Suite 200BirminghamAL35213630590338501(c)(3)$5,000Senior programs in Walker County
Samford University - Office of University Advancement
800 Lakeshore Drive Samford HallBirminghamAL35229630312914501(c)(3)$20,000General fund - annual giftRoom 304
Samford University - Office of University Advancement
800 Lakeshore Drive Samford HallBirminghamAL35229630312914501(c)(3)$1,000Legacy League Scholarship FundRoom 304
Samford University - Office of University Advancement
800 Lakeshore Drive Samford HallBirminghamAL35229630312914501(c)(3)$5,000Friends of Samford ArtsRoom 304
Sight Savers America
337 Business CirclePelhamAL35124300188234501(c)(3)$26,552Health and vision screenings, follow-up eye care in Walker County
Sight Savers America
337 Business CirclePelhamAL35124300188234501(c)(3)$1,000Eye exams and health screenings for school aged children in Walker County
Smile-A-Mile
1510 Fifth Avenue SouthBirminghamAL35233630907544501(c)(3)$10,000Hospital outreach and programs at SAM Place
Southern Research
2000 9th Avenue SouthBirminghamAL35205630288868501(c)(3)$25,000Prosperity Fund, enhancing business opportunity in Walker County
St Mary's Episcopal Church
801 The Trace WestJasperAL35504501(c)(3)$24,500Food Bank, Christmas food distribution
The Arc of Walker County
745 Russell Dairy RoadJasperAL35503630760044501(c)(3)$1,000Sponsorship of Arc Fundraiser
The Arc of Walker County
745 Russell Dairy RoadJasperAL35503630760044501(c)(3)$10,000Home visits for childrens' therapy - purchase vehicle
The Literacy Council of Central Alabama
2301 1st Ave N 102BirminghamAL35203631051186501(c)(3)$20,000Materials, events and programming
The Salvation Army
PO Box 1513JasperAL35502580660607501(c)(3)$15,000Food Pantry Program
Townley Community Center
PO Box 157TownleyAL35587473735928501(c)(3)$21,106Repair and renovation phase II - HVAC for gym, roof repair requested. Approved AC for the gym, barrel fan, blinds for windows, electrical work, light fixtures
United Way of Central Alabama Inc
PO Box 320189BirminghamAL35232630288846501(c)(3)$35,000Annual Gift
United Way of Central Alabama Inc
PO Box 320189BirminghamAL35232630288846501(c)(3)$40,000Annual support for Healthy Communities Initiative and Walker County Health Action Partnership
United Way of Central Alabama Inc
PO Box 320189BirminghamAL35232630288846501(c)(3)$30,000Success by 6
Walker County Arts Alliance
PO Box 1622JasperAL35502581965078501(c)(3)$1,000Annual gift
Walker County Arts Alliance
PO Box 1622JasperAL35502581965078501(c)(3)$33,458Admin and production costs
Walker County Center of Technology
501(c)(3)$17,2772018 Career Tech awareness video
Walker County Christian Chorus
1 Whistlestop LaneJasperAL35504721370943501(c)(3)$7,000Handel's Messiah
Walker County Coalition for the Homeless
PO Box 1194JasperAL35502263639673501(c)(3)$60,000Emergency sheltering for the winter
Walker County Community Action Agency
PO Drawer 421JasperAL35502630501819501(c)(3)$2,500General operation
Walker County Community Action Agency
PO Drawer 421JasperAL35502630501819501(c)(3)$17,000After School and Summer "Sky" Youth Program
Walker County Community Action Agency
PO Drawer 421JasperAL35502630501819501(c)(3)$1,000Toys at Christmas
Walker County Department of Human Resources
1901 Highway 78 EastJasperAL35501631104139501(c)(3)$12,000Emergency Fund for Foster Children entering Foster Care. Annual disbursement.
Walker County Humane Society
PO Box 1407JasperAL35502630809530501(c)(3)$6,500Portable cooling system ($4k) and food and supplies ($2.5k)
Walker County Humane Society
PO Box 1407JasperAL35502630809530501(c)(3)$15,000Spay and Neuter Program and care of Neglected Animals
YMCA of Greater Birmingham
2101 4th Ave NorthBirminghamAL35203630299894501(c)(3)$15,000Power Scholars Academy

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 990 is reviewed and approved by the Board, and then the return is submitted for filing.
Form 990, Part VI, Section B, line 15aThe President's annual performance and compensation reviews are performed by the current Board of Directors. Salaries for the President and all full-time employees are benchmarked by the annual Council on Foundations Pay and Compensation Survey.
Form 990, Part VI, Section C, line 19The organization's governing documents and financial statements are available to the public upon request. The 990 is available to the public through the website Guidestar.com.
Form 990, Page XII, Part XII, Line 2cThe Organization has not changed its oversight process or selection process of the audit for the current year.