2024-05-13T08:56:56-05:00 2023-06-30 PWC US TAX LLP 655 NEW YORK AVENUE NW SUITE 1100 WASHINGTON DC 20001 990 2022-07-01 300069848 UNIVERSITY OF ALABAMA DONOR ADVISED FUND % CHERYL MOWDY UNIV 2053484770 BOX 870136 TUSCALOOSA AL 35487 CHERYL MOWDY INT. VP OF FINANCE 2053484530 2024-05-09 true CHERYL MOWDY 999009999 TRAVIS L PATTON P00369623 2024141000 2024-05-10 2 2022 2023-04-26 12:10:37Z CHERYL MOWDY BOX 870142 TUSCALOOSA AL 35487 784745 false X PLANNEDGIVING.UA.EDU/DONOR-ADVISED-FUNDS X 2001 AL SEE SCHEDULE O 6 2 0 0 0 0 560971 550000 0 0 441206 234745 0 0 1002177 784745 492761 471671 0 0 0 0 0 0 0 64840 65967 557601 537638 444576 247107 5909530 6495581 0 0 5909530 6495581 SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR. false false 239915 239915 0 GIFTS TO OTHER PUBLIC CHARITABLE ORGANIZATIONS, AS FOLLOWS: AUBURN UNIVERSITY FOR SCHOLARSHIPS AMERICAN MACULAR DEGENERATION FOUNDATION FOR SCHOLARSHIPS SHELTON STATE COMMUNITY COLLEGE FOR SCHOLARSHIPS ORDER OF THE SOUTHERN CROSS FOR GENERAL OPERATIONS CAL STATE FOR SCHOLARSHIPS BEVILL STATE COMMUNITY COLLEGE FOR SCHOLARSHIPS 231756 231756 0 GIFTS TO THE UNIVERSITY OF ALABAMA TO SUPPORT GENERAL SCHOLARSHIPS 471671 true true false false false true false false false false false false false false false false true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false false false X 6 2 false false false false false false false true true false false false true true true false false false false false X CHERYL MOWDY 2053484530 271 ROSE ADMIN BLDG TUSCALOOSA AL 35487 STUART R BELL TRUSTEE 1.0 40.0 X 0 855595 224458 DANA KEITH TRUSTEE 1.0 41.75 X 0 493219 67772 MATTHEW FAJACK TRUSTEE 1.0 39.0 X 0 448537 68591 ROBERT D PIERCE II TRUSTEE 1.0 40.0 X 0 385337 71559 JOHN MCNEIL TRUSTEE 1.0 0.0 X 0 0 0 REBEKAH ELGIN-COUNCIL TRUSTEE 1.0 0.0 X 0 0 0 0 2182688 432380 0 false true false 0 550000 550000 0 229335 229335 0 0 0 0 0 5410 5410 5410 5410 0 0 0 0 0 0 0 0 0 0 784745 234745 471671 471671 0 0 0 0 0 0 0 0 0 35907 0 35907 0 0 30060 0 30060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 537638 471671 65967 0 0 0 753959 548332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5152911 5943694 0 0 0 0 0 0 2660 3555 5909530 6495581 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5909530 6495581 0 0 0 0 5909530 6495581 5909530 6495581 247107 338944 X false true X true false X X X 1 THE UNIVERSITY OF ALABAMA 636001138 2 true 231756 0 1 231756 0 true false false false false true false false false false false false false false false true false PART IV, LINE 5: SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 550000 471671 6495581 true true 1123689 338944 338944 784745 784745 537638 537638 537638 true AUBURN UNIVERSITY 317 SOUTH COLLEGE STREET AUBURN AL 36849 636000724 115 16000 N/A N/A EDUCATIONAL SHELTON STATE COMMUNITY COLLEGE 9500 GREENSBORO ROAD TUSCALOOSA AL 35405 631134183 501(C)(3) 16461 N/A N/A EDUCATIONAL ORDER OF THE SOUTHERN CROSS PO BOX 16 WOODBRIDGE VA 22194 760238140 501(C)(3) 200000 N/A N/A GENERAL OPERATIONS THE UNIVERSITY OF ALABAMA BOX 870136 TUSCALOOSA AL 35487 636001138 501(C)(3) 231756 N/A N/A EDUCATIONAL 4 0 PART I LINE 2: ONE HALF OF EACH DONOR'S CONTRIBUTION MUST BE DESIGNATED TO THE UNIVERSITY OF ALABAMA (MODIFICATIONS MAY BE APPROVED FOR CONTRIBUTIONS OVER $1 MILLION AND UPON REQUEST). FOR THE REMAINING ONE HALF OF THE CONTRIBUTION, THE DONOR MAY RECOMMEND GRANTS TO OTHER PUBLIC CHARITIES. THE FUND MANAGERS MUST REVIEW AND APPROVE GRANTS, INCLUDING VERIFICATION OF EXEMPT STATUS. false false false false false false false false false STUART R BELL TRUSTEE 0 850570 0 0 0 5025 0 138030 0 86428 0 1080053 0 0 MATTHEW FAJACK TRUSTEE 0 437949 0 0 0 10588 0 52323 0 16268 0 517128 0 0 DANA KEITH TRUSTEE 0 476736 0 0 0 16483 0 55427 0 12345 0 560991 0 0 ROBERT D PIERCE II TRUSTEE 0 382876 0 0 0 2461 0 49991 0 21568 0 456896 0 0 PART I, LINE 1: SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR. PART VI, LINE 11B: THE TAX RETURN IS PREPARED BY PWC US TAX LLP. THE RETURN GOES THROUGH A THREE-STEP REVIEW PROCESS. IT IS REVIEWED BY UA TAX OFFICE PERSONNEL, THE UA ASSOCIATE VP FOR FINANCE, AND FINALLY BY THE UA INTERIM VP FOR FINANCE AND OPERATIONS WHO IS ALSO THE BOARD MEMBER WHO SIGNS THE RETURN. PART VI, LINE 12C: TRUSTEES ARE REQUIRED AT THE ANNUAL MEETING TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE OTHER TRUSTEES. PART VI, LINE 15B: THE ORGANIZATION DOES NOT HAVE ITS OWN EMPLOYEES AND DOES NOT PAY COMPENSATION TO ITS OFFICERS/TRUSTEES. PART VI, LINE 19: A COPY OF THESE ITEMS IS AVAILABLE TO THE PUBLIC UPON REQUEST. SEE PART VII NA SEE PART VII NA false true false false false false false false false false false true true false false false false false false FORM 990, SCHEDULE R, PART II-IV - NAMES OF RELATED ORGANIZATIONS: THE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. ALABAMA CARE NETWORK MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) COMMERCIAL REAL ESTATE, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) CRIMSON TIDE FOUNDATION (EXEMPT) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) RIDGECREST STUDENT HOUSING, LLC (LLC) SOUTHERN RESEARCH INSTITUTE (EXEMPT) THE 1831 FOUNDATION (EXEMPT) THE ALABAMA "A" CLUB EDUCATIONAL AND CHARITABLE FOUNDATION (EXEMPT) THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE (EXEMPT) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE CAPSTONE FOUNDATION (EXEMPT) THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) THE KIRKLIN CLINIC, INC. (C CORP) THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) THE UAB DIABETES TRUST FOUNDATION (EXEMPT) THE UAB EDUCATIONAL FOUNDATION (EXEMPT) THE UAB RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA "A" CLUB ALUMNI ASSOCIATION (EXEMPT) THE UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH AND TECHNOLOGY CORPORATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE VALLEY FOUNDATION (EXEMPT) THE WORKPLACE, INC. (C CORP) TRITON HEALTH SYSTEMS, LLC (LLC) UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) UAB ATHLETICS FOUNDATION (EXEMPT) UAB CALLAHAN EYE HOSPITAL AUTHORITY (EXEMPT) UAB HEALTH SYSTEM AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (EXEMPT) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB-SVHS, INC. (EXEMPT) UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)