COMMUNITY FOUNDATION OF NORTHEAST ALABAMA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF NORTHEAST ALABAMA (EIN 63-0308398)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-13
- IRS object ID
- 201740449349300719
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-13T08:48:24-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 E 10th Street | AddressLine1Txt |
| City | Anniston | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630308398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation Of Northeast Al | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2562315160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVE No 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER S MADDOX | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2562315160 | PhoneNum |
| Signature | 2017-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rodney Gibson | PreparerPersonNm |
| PTIN | P00535604 | PTIN |
| Phone | 2562410560 | PhoneNum |
| Preparation | 2017-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER S MADDOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVE No 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,694,443 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.yourcommunityfirst.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To Achieve Positive Change Through the Generosity of Donors, Now and for Generations to Come | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,484,643 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,216,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,061 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,270 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,868,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,566,288 | CYInvestmentIncomeAmt |
| PY Other Revenue | $676,059 | PYOtherRevenueAmt |
| CY Other Revenue | $693,159 | CYOtherRevenueAmt |
| PY Total Revenue | $4,058,822 | PYTotalRevenueAmt |
| CY Total Revenue | $4,504,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,976,968 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,664,056 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $387,252 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $423,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $55,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $441,300 | PYOtherExpensesAmt |
| CY Other Expenses | $454,196 | CYOtherExpensesAmt |
| PY Total Expenses | $2,805,520 | PYTotalExpensesAmt |
| CY Total Expenses | $2,541,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,253,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,963,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,226,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,891,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,198,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,495,248 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,028,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,396,514 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To Achieve Positive Change Through the Generosity of Donors, Now and for Generations to Come | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,268,210 | ExpenseAmt |
| Grant | $1,664,056 | GrantAmt |
| Revenue | $3,284,769 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFIED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. | Desc |
| Total Program Service Expenses | $2,268,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 4 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MADDOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2562315160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 QUINTARD AVE SUITE 100 | AddressLine1Txt |
| City | ANNISTON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROD NOWLIN | |||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARTHA LAVENDER | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOMMIE GOGGANS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLORIA BENNETT | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY COOK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM POTTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STEVENSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE CARRUTH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL SHUMAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA STEDHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ROCHESTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL COLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER S MADDOX | |||||||
| CEO | 40.00 | $122,430 | $0 | $7,416 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,430 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,416 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| All Other Contributions | $1,216,278 | AllOtherContributionsAmt |
| Noncash Contributions | $82,685 | NoncashContributionsAmt |
| Total Contributions | $1,216,278 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,270 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,270 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,235,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,235,182 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $689,211 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $689,211 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $689,211 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,520,554 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,189,448 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,331,106 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,331,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,331,106 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,948 | TotalRevenueColumnAmt |
| Exclusion | $3,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,948 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,504,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,284,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,948 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,473,956 | TotalAmt |
| Program Services | $1,473,956 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,100 | TotalAmt |
| Program Services | $190,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,430 | TotalAmt |
| Program Services | $73,458 | ProgramServicesAmt |
| Management And General | $24,486 | ManagementAndGeneralAmt |
| Fundraising | $24,486 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,980 | TotalAmt |
| Program Services | $214,870 | ProgramServicesAmt |
| Management And General | $18,763 | ManagementAndGeneralAmt |
| Fundraising | $4,347 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,606 | TotalAmt |
| Program Services | $18,085 | ProgramServicesAmt |
| Management And General | $2,713 | ManagementAndGeneralAmt |
| Fundraising | $1,808 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,620 | TotalAmt |
| Program Services | $10,096 | ProgramServicesAmt |
| Management And General | $1,514 | ManagementAndGeneralAmt |
| Fundraising | $1,010 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,712 | TotalAmt |
| Program Services | $22,169 | ProgramServicesAmt |
| Management And General | $3,326 | ManagementAndGeneralAmt |
| Fundraising | $2,217 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,075 | TotalAmt |
| Management And General | $134,075 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,525 | TotalAmt |
| Program Services | $10,020 | ProgramServicesAmt |
| Management And General | $1,503 | ManagementAndGeneralAmt |
| Fundraising | $1,002 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,911 | TotalAmt |
| Program Services | $11,929 | ProgramServicesAmt |
| Management And General | $1,789 | ManagementAndGeneralAmt |
| Fundraising | $1,193 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,483 | TotalAmt |
| Program Services | $17,186 | ProgramServicesAmt |
| Management And General | $2,578 | ManagementAndGeneralAmt |
| Fundraising | $1,719 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,937 | TotalAmt |
| Program Services | $3,949 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
| Fundraising | $395 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,011 | TotalAmt |
| Program Services | $20,009 | ProgramServicesAmt |
| Management And General | $3,001 | ManagementAndGeneralAmt |
| Fundraising | $2,001 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,997 | TotalAmt |
| Program Services | $75,197 | ProgramServicesAmt |
| Management And General | $11,280 | ManagementAndGeneralAmt |
| Fundraising | $7,520 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,352 | TotalAmt |
| Program Services | $57,082 | ProgramServicesAmt |
| Management And General | $8,562 | ManagementAndGeneralAmt |
| Fundraising | $5,708 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Change in value of spli | $46,894 | $46,894 | ||
| DUES | $6,521 | $5,217 | $782 | $522 |
| TELEPHONE | $5,803 | $4,643 | $696 | $464 |
| MAINTENANCE & REPAIR | $5,121 | $4,097 | $614 | $410 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,066 | TotalAmt |
| Program Services | $3,253 | ProgramServicesAmt |
| Management And General | $488 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,541,600 | TotalAmt |
| Program Services | $2,268,210 | ProgramServicesAmt |
| Management And General | $217,663 | ManagementAndGeneralAmt |
| Fundraising | $55,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,888 | BOYAmt |
| EOY | $689,130 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49 | BOYAmt |
| EOY | $2,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,324,140 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $740,358 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666,864 | BOYAmt |
| EOY | $3,583,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,101,633 | BOYAmt |
| EOY | $34,576,727 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,862 | BOYAmt |
| EOY | $39,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,226,296 | BOYAmt |
| EOY | $38,891,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,077 | BOYAmt |
| EOY | $113,296 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,854 | BOYAmt |
| EOY | $213,529 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,365 | BOYAmt |
| EOY | $2,168,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,198,296 | BOYAmt |
| EOY | $2,495,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,630 | BOYAmt |
| EOY | $2,452,727 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,730,507 | BOYAmt |
| EOY | $19,482,054 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,363,863 | BOYAmt |
| EOY | $14,461,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,028,000 | BOYAmt |
| EOY | $36,396,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,226,296 | BOYAmt |
| EOY | $38,891,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,963,395 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,405,119 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,832,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,277,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,220,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,484,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,216,278 | CurrentTaxYearAmt |
| Total | $8,030,837 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,832,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,277,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,220,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,484,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,216,278 | CurrentTaxYearAmt |
| Total | $8,030,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,344,788 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,686,049 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,293,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,260,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,924,393 | CurrentTaxYearAmt |
| Total | $7,834,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,864,841 | TotalSupportAmt |
| Public Support CY170 | 0.42140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45630 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,181 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,181 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,541,596 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,542,777 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $277,139 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,285 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $277,139 | CurrentYearAmt |
| Total | $277,139 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $415,709 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,181 | CurrentYearAmt |
| Total | $1,181 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $69,285 | CurrentYearAmt |
| Total | $69,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $103,928 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $133,265 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $148,410 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,199,364 | DonorAdvisedFundsVlEOYAmt |
| 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 | $31,297,001 | BeginningYearBalanceAmt |
| Contributions | $815,970 | ContributionsAmt |
| Investment Earnings Or Losses | $4,531,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,629,019 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $128,533 | AdministrativeExpensesAmt |
| End Year Balance | $34,886,943 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,739,970 | BeginningYearBalanceAmt |
| Contributions | $911,142 | ContributionsAmt |
| Investment Earnings Or Losses | -$163,332 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,055,678 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $135,101 | AdministrativeExpensesAmt |
| End Year Balance | $31,297,001 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,863,363 | BeginningYearBalanceAmt |
| Contributions | $332,817 | ContributionsAmt |
| Investment Earnings Or Losses | $6,912,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,368,985 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,739,970 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,981,610 | BeginningYearBalanceAmt |
| Contributions | $242,606 | ContributionsAmt |
| Investment Earnings Or Losses | $3,059,571 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $420,424 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,863,363 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,193,742 | BeginningYearBalanceAmt |
| Contributions | $387,175 | ContributionsAmt |
| Investment Earnings Or Losses | $3,799,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $399,148 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,981,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,203,416 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,203,416 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,994,539 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $629,734 | DepreciationAmt |
| Book Value | $2,364,805 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $90,122 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $74,561 | DepreciationAmt |
| Book Value | $15,561 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,063 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $36,063 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,583,782 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLES TO OTHER ORGANIZATIONS | $2,020,894 |
| CHARITABLE GIFT ANNUITY LIABILITY | $147,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,168,423 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,910,114 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,405,119 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,405,119 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,504,995 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,504,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,541,600 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,541,600 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,541,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT TO THE BENEFICIARY ORGANIZATION OR CHARITABLE PURPOSE AS PROVIDED FOR IN THE DOCUMENT CREATING THE ENDOWMENT. |
| Part X, Line 2: | The Foundation applies the provisions of the Accounting Standards Codification relating to uncertainty in income taxes. The guidance required entities to assess their uncertain tax positions for the likelihood that they would be overturned upon IRS examination. In accordance with this guidance, the Foundation had determined that it does not have any positions at September 30, 2016 and 2015, that it would be unable to substantiate. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Agnes Scott College | |||||||
| 141 East College Avenue | Decatur | GA | 30030 | 580566116 | 501(c)(3) | $9,129 | For education |
| Alabama Childhood Food Solutions Inc | |||||||
| 205 Old Home Place | Alpine | AL | 35014 | 454817150 | 501(c)(3) | $10,028 | Weekender backpack program |
| Alabama Policy Institute | |||||||
| 402 Office Park Dr | Birmingham | AL | 35223 | 630809568 | 501(c)(3) | $20,000 | For operations, unrestricted |
| All Saints Interfaith Center of Concern | |||||||
| 1513 Noble Street | Anniston | AL | 36201 | 630581368 | 501(c)(3) | $5,812 | Christmas Wish, unrestricted |
| Anniston Parks & Recreation Department | |||||||
| PO Box 2168 | Anniston | AL | 36202 | 636001182 | 501(c)(3) | $5,000 | Code Enforcement Clean-Up by Youth |
| Arc of Calhound & Cleburne Counties | |||||||
| PO Box 1848 | Anniston | AL | 36202 | 630749696 | 501(c)(3) | $12,630 | Medical staff for summer camp, operations |
| Big Brothers Big Sisters of Calhoun County | |||||||
| PO Box 1304 | Anniston | AL | 362021304 | 630847018 | 501(c)(3) | $18,058 | Operations |
| Boy Scouts of America-Greater Alabama Council | |||||||
| PO Box 43307 | Birmingham | AL | 35243 | 221576300 | 501(c)(3) | $10,500 | Friends of Scouting and Endowment |
| Boys & Girls Club of ECA | |||||||
| PO Box 2347 | Anniston | AL | 36202 | 630516163 | 501(c)(3) | $29,070 | Van to safely transport participants |
| Calhoun County Commission | |||||||
| 1702 Noble Street | Anniston | AL | 36201 | 636001434 | 501(c)(3) | $6,719 | 4-H Health Rocks |
| Cheaha Creative Arts | |||||||
| PO Box 5097 | Anniston | AL | 362025097 | 450594628 | 501(c)(3) | $6,800 | Operations |
| Children's Services Inc | |||||||
| PO Box 670 | Anniston | AL | 362020670 | 630642802 | 501(c)(3) | $9,706 | For operations, The Parris Home |
| Columbia Theological Seminary | |||||||
| PO Box 520 | Decatur | GA | 30031 | 580566165 | 501(c)(3) | $12,172 | B.S. Hodges Memorial Fund |
| Community Enabler Developer Inc | |||||||
| 104 F Street | Anniston | AL | 36201 | 630765763 | 501(c)(3) | $48,619 | Operations, Christmas needs, walk-in cooler, health snacks |
| ECAUCP | |||||||
| PO Box 694 | Anniston | AL | 362020694 | 630515948 | 501(c)(3) | $13,100 | Operations, General, Health services, Inclusiveness training for staff |
| Etowah Free Clinic | |||||||
| PO Box 8622 | Gadsden | AL | 35902 | 820562064 | 501(c)(3) | $31,000 | Prescription medications/vaccines for homeless, Diabetes Management Program |
| Extended Family for Kids | |||||||
| PO Box 26 | Centre | AL | 35960 | 262107421 | 501(c)(3) | $13,791 | Programs and training |
| Family Links | |||||||
| PO Box 5072 | McClellan | AL | 36205 | 943423129 | 501(c)(3) | $9,824 | Intensive Outpatient Program |
| Family Success Center of Etowah County | |||||||
| 821 Broad Street | Hokes Bluff | AL | 35903 | 631287103 | 501(c)(3) | $12,319 | Expand counseling services within CFNEA region |
| First Presbyterian Church | |||||||
| 1701 Henry Road | Anniston | AL | 36202 | 630375725 | 501(c)(3) | $51,487 | For operations, unrestricted, Benevolence for Presbytery, scholarship fund |
| Health Services Center | |||||||
| PO Box 1347 | Anniston | AL | 362021347 | 630993592 | 501(c)(3) | $56,000 | Hepatitus supplies, lab testing, and vaccines |
| Independent ReadingCounseling Services | |||||||
| PO Box 1143 | Anniston | AL | 36202 | 201099075 | 501(c)(3) | $19,305 | Operations, Making A Change Program |
| Interfaith Ministries Inc | |||||||
| PO Box 1444 | Anniston | AL | 36202 | 630851160 | 501(c)(3) | $17,461 | Operations, Christmas Clearing house, families in need, greatest need |
| Jacksonville State University | |||||||
| 700 Pelham Road N | Jacksonville | AL | 36265 | 636001099 | 501(c)(3) | $7,963 | 1st Annual Northeast Alabama Mental Health Program |
| JSU Foundation | |||||||
| 700 Pelham Road North | Jacksonville | AL | 36265 | 590790962 | 501(c)(3) | $38,303 | JSU CON Enhancing Nursing Simulation |
| The Kid One Transport | |||||||
| PO Box 11864 | Birmingham | AL | 35202 | 631165579 | 501(c)(3) | $12,960 | Maintenance, fuel, and insurance for one vehicle |
| The Learning Tree | |||||||
| PO Box 908 | Jacksonville | AL | 36265 | 630854115 | 501(c)(3) | $25,650 | PreSchool, Applied Behaviors Application |
| Mental Health America of Etowah County | |||||||
| 821 E Broad Street | Gadsden | AL | 35904 | 630702875 | 501(c)(3) | $5,040 | Stress and anger management counseling |
| Piedmont Benevolence Center | |||||||
| PO Box 148 | Piedmont | AL | 36272 | 631287238 | 501(c)(3) | $10,000 | For operations, shelves and supplies for expansion of clothing distribution |
| Presbyterian College | |||||||
| 503 South Broad Street | Clinton | SC | 293252865 | 570314408 | 501(c)(3) | $9,129 | For education |
| Public Education Foundation of Anniston | |||||||
| 1302 Noble Street | Anniston | AL | 36201 | 631127477 | 501(c)(3) | $29,941 | General operations |
| Rainbow Omega Inc | |||||||
| POBox 740 | Eastaboga | AL | 36260 | 631036500 | 501(c)(3) | $124,608 | To provide support to benefit persons with mental or physical disabilities, |
| Reaching Out International | |||||||
| 15 County Road 257 | Wedowee | AL | 36278 | 271344116 | 501(c)(3) | $26,300 | Nutrition-traveling freezer, back packs |
| The Red Door Kitchen | |||||||
| 500 South Street West | Talladega | AL | 35160 | 630894825 | 501(c)(3) | $20,600 | Walk-in freezer |
| Medical Center Memorial Foundatin INC(RMC) | |||||||
| PO Box 2208 | Anniston | AL | 36202 | 630981593 | 501(c)(3) | $7,500 | Martha Vandervoort Scholarship Fund |
| The Salvation Army | |||||||
| PO Box 218 | Anniston | AL | 36202 | 580660607 | 501(c)(3) | $16,000 | Expansion of The Salvation Army's Food Assistance Program |
| Saving Animals Volunteer Effort Inc | |||||||
| PO Box 2246 | Anniston | AL | 36202 | 270919730 | 501(c)(3) | $9,415 | Operations, Spay and Neuter Program |
| Sight Savers America | |||||||
| 500 Jemison Road | Birmingham | AL | 23209 | 300188234 | 501(c)(3) | $36,772 | Sight Savers America KidCheck Plus Program |
| Southeastern Diabetes Education Services | |||||||
| 500 Chase Park South | Hoover | AL | 35244 | 631091899 | 501(c)(3) | $6,240 | Camp Seale Harris and Community Programs |
| St Michael's Commnity Services | |||||||
| PO Box 1884 | Anniston | AL | 36202 | 630974974 | 501(c)(3) | $8,250 | Operations, Expansion of clinic hours and services |
| The Church of St Michael and All Angels | |||||||
| PO Box 1884 | Anniston | AL | 36202 | 630366281 | 501(c)(3) | $14,000 | Unrestricted |
| Union Presbyterian Seminary | |||||||
| 3401 Brook Road | Richmond | VA | 23277 | 540506428 | 501(c)(3) | $12,172 | For education |
| West Anniston Foundaton | |||||||
| 1700 West 10th Street | Anniston | AL | 36201 | 522362680 | 501(c)(3) | $11,581 | Operations, We Can Program |
| YMCA of Calhoun County | |||||||
| PO Box 1649 | Anniston | AL | 362021649 | 630332253 | 501(c)(3) | $14,435 | Operations, Pool lift chair, Treadmills, After School Program |
| PARKER MEMORIAL BAPTIST CHURCH | |||||||
| PO BOX 2104 | ANNISTON | AL | 362022104 | 000001674 | 501(c)(3) | $7,000 | UNRESTRICTED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships/education - Alabama A&M University | 7 | $7,000 |
| Scholarships/education - The American College of Financial Services | 2 | $5,000 |
| Scholarships/education - Auburn University | 18 | $17,500 |
| Scholarships/education - Gadsden State Community College | 43 | $41,000 |
| Scholarships/education - Jacksonville State University | 70 | $71,600 |
| Scholarships/education - University of Alabama | 19 | $23,500 |
| Scholarships/education - University of Alabama at Birmingham | 7 | $9,000 |
| Scholarships/education - University of Alabama in Huntsville | 4 | $8,500 |
| Scholarships/education - University of Montevallo | 5 | $7,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A COMPREHENSIVE PROCESS TO REVIEW, EVALUATE AND CLOSE EACH GRANT AND SCHOLARSHIP AWARD. THE PROCESS INCLUDES: . A PROPOSAL PROCESS TO ENSURE THE REQUEST IS IN LINE WITH FOUNDATION OBJECTIVES . A WRITTEN SET OF GUIDELINES AND APPLICATION FOR ALL GRANT OR SCHOLARSHIP DISTRIBUTIONS . SCREENING AND TRAINING OF ALL EXTERNAL VOLUNTEERS WHO WILL ASSIST IN THE REVIEW PROCESS . A LIST OF ALL VOLUNTEERS IS MAINTAINED BASED ON A 3-YEAR REVIEW OF DISQUALIFIED PERSONS . ALL SCHOLARSHIP APPLICANTS MUST SIGN THAT THEY ARE NOT RELATED TO ANY DISQUALIFIED PERSON . A RANKING FOR EACH GRANT AND SCHOLARSHIP POOL BASED ON THE AWARD'S OBJECTIVE . BOARD OF TRUSTEES HAS EXCLUSIVE FINAL DECISION ON ALL AWARDS . WRITTEN SUMMARY OF THE AWARD AND THE PARAMETERS TO SUSTAIN THE AWARD . SCHOLARSHIPS ARE EXCLUSIVELY DISTRIBUTED TO THE HIGHER EDUCATION INSTITUTION . QUARTERLY WRITTEN REPORTS ON THE PROGRESS AND GRANT EXPENDITURES OR TRANSCRIPTS . RANDOM SITE-VISITS TO CONTINUE THE RELATIONSHIP AND REVIEW THE PROGRESS . RENEGOTIATE SIGNIFICANT GRANT TERMS OR EXPENDITURES BASED ON RELEVANT CHANGES . FINAL GRANT REPORT TO SATISFACTORILY CLOSE THE GRANT DEPENDING ON TIMEFRAME (1-3 YEARS) . ALL GRANT AND SCHOLARSHIP APPLICATIONS ARE MAINTAINED ELECTRONICALLY ACCORDING TO THE FOUNDATION'S DOCUMENT RETENTION POLICY . ALL AWARDED GRANT AND SCHOLARSHIP DOCUMENTATION IS MAINTAINED AND SCANNED MOREOVER, IN COMPLIANCE WITH THE PENSION PROTECTION ACT (2006), THE FOUNDATION EXERCISES FULL CONTROL OVER THE REVIEW AND SELECTION OF ALL SCHOLARSHIP RECIPIENTS WITH NO INDEPENDENT COMMITTEES DELEGATED TO PERFORM THIS ROLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER S MADDOX | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $122,430 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,216 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,200 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $129,846 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,685 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NEW YORK STOCK EXCHANGE | 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 | THE ORGANIZATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHENEVER A CONTRIBUTION IS RECEIVED SUCH AS A SECURITY, IT IS THEN SOLD AND CONVERTED TO CASH AND RECORDED AS CONTRIBUTION REVENUE BASED UPON THE QUOTED MARKET PRICE ON THE DATE OF THE CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | CEO JENNIFER MADDOX IS A MINORITY SHAREHOLDER IN THE TREASURER OF THE BOARD'S, TOMMIE GOGGANS, COMPANY. |
| Form 990, Part VI, Section A, line 4 | THE FOUNDATION AMENDED THE NUMBER OF YEARS A TRUSTEE MUST BE OFF THE BOARD BEFORE RETURNING AGAIN AS A TRUSTEE IN THE FUTURE. |
| Form 990, Part VI, Section B, line 11 | BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO AND ACCOUNTING FIRM PRESENT A COPY OF THE 990 FOR DETAILED REVIEW BY THE ORGANIZATION'S BOARD PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IS COMPLETED FOR ALL VOLUNTEERS AND STAFF REGARDLESS OF THE CAPACITY OF THEIR SERVICE. THE FORM INCLUDES A SIGNATURE THAT CONFIRMS THAT THEY HAVE READ AND WILL ADHERE TO THE POLICY. IN ADDITION, EVERY BOARD MEETING AND MOST COMMITTEE MEETINGS BEGIN WITH A REVIEW OF THE CONFLICT OF INTEREST POLICY AND ASKS EACH PARTICIPANT TO FULLY DISCLOSE ANY CONFLICT OR BIAS THAT THEY HAVE WITH ANY AGENDA ITEM. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION RECOMMENDATIONS ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE REVIEW CONSISTS OF: 1.)REVIEW BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ACTUAL COMPENSATION BUDGETED COMPARED WITH THE PROPOSED AMOUNT 2.)REVIEW OF ACTUAL COMPENSATION IN COMPARISON TO OTHER STAFF 3.)OBSERVING COMPARABLE SALARY DATA FROM THE COUNCIL OF FOUNDATIONS, FOR OTHER FOUNDATIONS IN THE U.S. THE COMPESATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVAL IN COMMITTEE MINUTES. |
| Form 990, Part VI, Section C, line 18 | THE FOUNDATION MAKES IT'S FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M. FORM 990 IS ALSO PUBLICLY AVAILABLE ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. The foundation does not have a copy of its Form 1023. The Foundation tried to obtain a copy from the IRS but the IRS has destroyed all records prior to 1940. THE FOUNDATION'S FORM 1023 would be dated 1938. |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 4:30 P.M.,ON THE FOUNDATIONS WEBSITE AND GUIDESTAR IN PDF FORMAT. |
| Form 990, Part XII, Line 2c: | NEITHER THE OVERSIGHT OR SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR |
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