2024-02-22T17:04:43-06:00 2023-09-30 580692043 MAULDIN & JENKINS LLC 2000 SOUTHBRIDGE PARKWAY STE 501 BIRMINGHAM AL 35209 990 2022-10-01 630308398 COMMUNITY FOUNDATION OF NORTHEAST ALABAMA COMM 2562315160 1130 QUINTARD AVENUE 100 ANNISTON AL 36201 JENNIFER S MADDOX PRESIDENT & CEO 2562315160 2024-02-20 1 JENNIFER MADDOX 999009999 0 MEREDITH SMITH P00663029 2054452880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER S MADDOX 1130 QUINTARD AVENUE 100 ANNISTON AL 36201 22835436 0 X WWW.CFNEA.ORG X 1999 AL TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME 14 14 28 153 1500 0 3125306 11364176 978439 1042385 3606227 6201391 801293 764737 8511265 19372689 1762567 1855723 0 0 1112786 1383192 0 0 259901 1700911 2039601 4576264 5278516 3935001 14094173 52289090 71361003 3741838 4317273 48547252 67043730 TO ACHIEVE POSITIVE CHANGE THROUGH THE GENEROSITY OF DONORS, NOW AND FOR GENERATIONS TO COME 0 0 4468699 1855723 8035463 THE ORGANIZATION PROVIDED DIRECT SUPPORT TO QUALIFIED 501(C)(3) ORGANIZATIONS AND SCHOLARSHIP SUPPORT TO QUALIFED EDUCATIONAL INSTITUTIONS LOCATED PRIMARILY IN NORTHEAST ALABAMA. THE ORGANIZATION ALSO PROVIDED DIRECT PURCHASING IN RELATION TO CHARITABLE ACTIVITIES. 4468699 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 29 0 1 28 1 1 1 0 0 0 0 1 1 1 12 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X X JENNIFER S MADDOX 2562315160 1130 QUINTARD AVENUE SUITE 100 ANNISTON AL 36201 AL SHUMAKER TRUSTEE 1.00 X 0 0 0 ANTHONY COOK TRUSTEE & GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 BLAIR GOODGAME BOARD CHAIR 1.00 X X 0 0 0 JOHN ROCHESTER BOARD VICE-CHAIR & NOMINATING COMMITTEE CHAIR 1.00 X X 0 0 0 ANNA BERRY BOARD TREASURER & F/I COMMITTEE 1.00 X X 0 0 0 MARY AMMONS BOARD SECRETARY & AUDIT COMMITTEE CHAIR 1.00 X X 0 0 0 REUBEN JOHNSON TRUSTEE 1.00 X 0 0 0 NANDA PATEL TRUSTEE 1.00 X 0 0 0 JOHN BAKER TRUSTEE & SCHOLARSHIPS COMMITTEE CHAIR 1.00 X 0 0 0 JACK SWIFT TRUSTEE 1.00 X 0 0 0 GLORIA BENNETT TRUSTEE & GRANTS COMMITTEE CHAIR 1.00 X 0 0 0 PAT BORSTORFF TRUSTEE 1.00 X 0 0 0 JACQUIE TESSEN TRUSTEE 1.00 X 0 0 0 WES MOBLEY TRUSTEE 1.00 X 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 40.00 X 170796 0 34365 DEBORAH PFLEDDERER CFO 40.00 X 80955 0 32087 251751 0 66452 1 0 1 0 0 11364176 200 11364176 ADMIN & PROJECT FEE 900099 1042385 1042385 1042385 1277705 1277705 791687 0 791687 791687 791687 8386433 3462747 4923686 4923686 4923686 OTHER INCOME 900099 5315 1500 3815 UNREALIZED GAIN ON SPLIT-INTEREST 900099 -32265 -32265 -26950 19372689 8035463 1500 -28450 X 1661422 1661422 194301 194301 248860 156838 41322 50700 733329 597519 99986 35824 62153 45994 9323 6836 262244 214763 36855 10626 76606 58481 11705 6420 21605 7994 13179 432 44003 16281 26842 880 192464 166082 23076 3306 12426 10024 1450 952 21116 16371 3041 1704 44093 39662 2513 1918 40763 29558 7373 3832 81183 65109 11999 4075 11633 6084 4904 645 ADMINISTRATIVE FEES 1014174 661850 232550 119774 OTHER PROGRAM EXPENSES 427961 427961 EQUIPMENT AND SUPPLIES 48441 35818 8212 4411 DUES AND SUBSCRIPTIONS 42179 30690 7884 3605 37560 25897 7702 3961 5278516 4468699 549916 259901 397537 367535 1392126 10478124 6859 100000 6685 6887 3355100 1083631 2352653 2271469 45577916 53792617 2499997 4283738 55317 60633 52289090 71361003 77592 106694 415631 504877 3248615 3705702 3741838 4317273 X 14099426 16248389 34447826 50795341 48547252 67043730 52289090 71361003 14094173 4402305 0 X X 0 1 X 1 0 X 1467573 5435201 2288915 3131945 11363976 23687610 1467573 5435201 2288915 3131945 11363976 23687610 2249040 21438570 1441199 1124446 1030313 1782410 1277705 6656073 30343683 0.70650 0.48190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2899 2899 5275617 5278516 413926 103482 0 0 397327 367360 378826 103482 1246995 1870493 2561 1428 259 2899 7147 99332 91840 94707 100583 386462 579693 30 209726 386649 3701852 1 1 36019314 135887 9976137 1876315 222606 44032417 42858612 998615 -5932122 1796571 109220 36019314 34533146 938882 9122692 1623895 6000 106214 42858612 34603289 1177034 788903 1912672 25507 97901 34533146 40991631 879866 -378 1637866 5532179 97785 34603289 0.04100 0.34800 0.61100 0 0 486716 486716 2787269 1005498 1781771 81115 78133 2982 2271469 FOUNDANT TECHNOLOGIES HOLDINGS 4283738 C 4283738 AGENCY FUNDS - DUE TO OTHER ORGANIZATIONS 3230940 CHARITABLE GIFT ANNUNITY LIABILITY 156009 ACCRUED PAYROLL AND COMPENSATED ABSENCES 289994 ACCRUED BENEFITS 28759 3705702 X 23774994 4402305 4402305 19372689 0 19372689 5278516 0 5278516 0 5278516 PART V, LINE 4: THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT IN PERPETUITY 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, 2023 AND 2022, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. 1 AGNES SCOTT COLLEGE 141 EAST COLLEGE AVENUE DECATUR GA 30030 580566116 501(C)(3) 8848 0 GENERAL USE ALABAMA POLICY INSTITUTE 200 MISSIONARY RIDGE DRIVE SUITE 110 BIRMINGHAM AL 35242 630809568 501(C)(3) 12500 0 ALABAMA CENTER FOR LAW & LIBERTY, GENERAL USE ALABAMA SYMPHONEY ORCHESTRA 3621 6TH AVENUE SOUTH BIRMINGHAM AL 35222 631103036 501(C)(3) 7000 0 GENERAL USE ANNISTON HIGH SCHOOL 1301 WOODSTOCK AVENUE ANNISTON AL 36207 636000733 501(C)(3) 0 12351 MMP EQUIPMENT ANNISTON FATHERHOOD INITIATIVE INC PO BOX 2225 ANNISTON AL 36202 815024743 501(C)(3) 9535 0 ANNISTON FATHERHOOD INITIATIVE ANNISTON MUSEUMS AND GARDENS PO BOX 1587 ANNISTON AL 36202 636001182 501(C)(3) 23167 0 INTERN/MENTORING PROGRAM AT LONGLEAF BOTANICAL GARDENS, ADA ACCESS SPUR FOR EDUCATIONAL CONCOURSE, EDUCATIONAL PROGRAMS, LONGLEAF BOTANICAL GARDENS PROGRAMS, GENERAL USE ANNISTON MUSEUM ENDOWMENT CORPORATION PO BOX 1033 ANNISTON AL 36202 630911513 501(C)(3) 5410 0 GENERAL USE, FORCE FACTORY BOYS & GIRLS CLUB OF ECA PO BOX 2347 ANNISTON AL 36202 630516163 501(C)(3) 8698 0 GENERAL USE, TRIPLE PLAY PROGRAM, DEAR PROGRAM, SMART MOVES PROGRAM BACK COUNTRY HORSEMEN OF ALABAMA MCCLELLAN CHAPTER 1615 HALLS CHAPEL RD ALEXANDRIA AL 36250 262321096 501(C)(3) 8186 0 SAFETY STRATEGIES FOR THE CAMP MCCLELLAN HORSE TRAILS BLOUNT COUNTY EDUCATION FOUNDATION INC PO BOX 603 ONEONTA AL 35121 631215348 501(C)(3) 44000 0 SAIL PROGRAM BRIDGING THE GAP COMMUNITY SERVICES INC PO BOX 1197 ROANOKE AL 36274 853786061 501(C)(3) 24928 0 A HEALTHIER ME PORGRAM, BRIDGING THE GAP ENRICHMENT PROGRAM BY FAITH COMMUNITY DEVELOPMENT CORPORATION PO BOX 178 ADAMSVILLE AL 35005 815405743 501(C)(3) 10500 0 2023 SAIL PROGRAM CALHOUN CLEBURNE HABITAT FOR HUMANITY PO BOX 1135 ANNISTON AL 36202 631101558 501(C)(3) 5732 0 GENERAL USE CALHOUN-CLEBURNE CHILDREN'S CENTER 2100 LEIGHTON AVENUE ANNISTON AL 36207 631053356 501(C)(3) 13373 0 APRIL CHILD ABUSE PREVENTION MONTH, ASSESSMENT MATERIALS FOR CHILDREN'S SESSIONS, CHILD SEXUAL BEHAVIOR INVENTORY AND TRUAMA SYMPTON CHECKLIST, CHILD ABUSE COUNSELING AND ADVOCACY, FORENSIC COUNSELING PROGRAM FOR ABUSED CHILDREN CASA OF THE CHEAHA REGION 333 E CHOCCOLOCCO STREET OXFORD AL 36203 843763799 501(C)(3) 23122 0 ADVOCACY FOR FOSTER CHILDREN, MENTAL HEALTH CONFERENCE CHEAHA CREATIVE ARTS PO BOX 5097 ANNISTON AL 36205 450594628 501(C)(3) 6700 0 ADDITIONAL ART CLASSES FOR SCHOOLS, GENERAL USE, STANDARDS FOR EXCELLENCE GRANT 2023 CITY OF PELL CITY 1905 1ST AVENUE NORTH PELL CITY AL 35125 636001342 501(C)(3) 27133 0 SUMMIT GRANT, EXPANDING MENTAL HEALTH SERVICES FOR UNINSURED RESIDENTS LIVING IN RURAL ST. CLAIR COUNTY FAMILY SUCCESS CENTER OF ETOWAH COUNTY INC 821 BROAD STREET GADSDEN AL 35903 631287103 501(C)(3) 50885 0 HOPE COUNSELING: FAMILY COUNSELING & PLAY THERAPY FIRST PRESBYTERIAN CHURCH OF ANNISTON 1701 HENRY ROAD ANNISTON AL 36207 630375725 501(C)(3) 20145 0 GENERAL USE, "ONE GREAT HOUR OF SHARING" COLUMBIA THEOLOGICAL SEMINARY PO BOX 520 DECATUR AL 30031 580566165 501(C)(3) 11798 0 EDUCATIONAL DEKALB COUNTY SCHOOLS PO BOX 1668 RAINSVILLE AL 35988 636000850 501(C)(3) 12542 0 HEALTHY MINDS IMPACT ALABAMA A STUDENT SERVICE INITIATIVE 601 BEACON PARKWAY W STE 102 BIRMINGHAM AL 35209 200850212 501(C)(3) 20447 0 FOCUSFIRST: A HIGH TECH VISION SCREENING INITIATIVE INDEPENDENT READINGCOUNSELING SERVICES PO BOX 1143 ANNISTON AL 36202 201099075 501(C)(3) 9857 0 YOUTH MENTAL HEALTH AWARENESS PROJECT FEAR, FUNDING FOR SUMMER YOUTH EMPLOYMENT AND TUTORING BELOW LEVEL & DISABLED STUDENTS WITH READING INTERFAITH MINISTRIES INC PO BOX 1444 ANNISTON AL 36202 630851160 501(C)(3) 28654 0 STANDARDS FOR EXCELLENCE GRANT 2023, GENERAL USE, MEALS ON WHEELS, EMERGENCY ASSISTANCE FOR FAMILIES WITH NEEDY AND DISADVANTAGED CHILDREN, CHARITABLE JACKSONVILLE CHRISTIAN OUTREACH CENTER INC 206 WEST FRANCIS STREET JACKSONVILLE AL 36265 631148270 501(C)(3) 17258 0 GRANT DISTRIBUTION, JCOC UTILITIES ASSISTANCE FUND LAKESIDE HOSPICE 4010 MASTERS ROAD PELL CITY AL 35128 631035850 501(C)(3) 16120 0 PATIENT COMFORT SERVICES DELTA PI LAMBDA EDUCATIONAL FOUNDATION ALPHA PHI ALPHA FRATERNITY INC 419 BIRCH AVENUE SELMA AL 36701 461022388 501(C)(3) 15600 0 MCRAE GAINES LEARNING CENTER/BETTER PLACE FOUNDATION FUNDS, SONS & DAUGHTERS OF SELMA EVELYN MOON CRISIS SHELTER 30 ALAN DRIVE ANNISTON AL 36202 852230241 501(C)(3) 40969 0 ON MY WAY HOME PROGRAM EXTENDED FAMILY PO BOX 26 CENTRE AL 35960 262107421 501(C)(3) 19061 0 EXTENDED FAMILY FOR KIDS & EXTENDED LEADERSHIP ACADEMY PROGRAMS ETOWAH COUNTY AND DEKALB YOUTH SERVICES FAMILY CARE CENTER 1470 WEST MAIN ST CENTRE AL 35960 522420945 501(C)(3) 19837 0 GENERAL USE, FOOD PRESERVATION IMPROVEMENT PROJECT, FAMILY MARKET SUSTAINABILITY PRESBYTERIAN COLLEGE 503 SOUTH BROAD STREET CLINTON SC 29325 570314408 501(C)(3) 8848 0 EDUCATIONAL GADSDEN CITY SCHOOLS 1026 CHESTNUT STREET GADSDEN AL 35901 453302246 501(C)(3) 18027 0 LEARN TO MOVE, MOVE TO LEARN GADSDEN CITY SCHOOLS' EDUCATIONAL FUND INC 1026 CHESTNUT STREET GADSDEN AL 35901 453302246 501(C)(3) 10311 0 EAGLE SOAR PROGRAM GRACE KLIEN COMMUNITY 1678 MONTGOMERY HWY SUITE 104 BIRMINGHAM AL 35216 800569639 501(C)(3) 5500 0 2023 SAIL PROGRAM JACKSONVILLE STATE UNIVERSITY 700 PELHAM ROAD NORTH JACKSONVILLE AL 36265 590790962 501(C)(3) 21000 0 JSU SERENITY GARDEN, OUT OF THE SHADOWS SUMMIT ST MICHAEL'S MEDICAL CLINIC PO BOX 1884 ANNISTON AL 36202 825246184 501(C)(3) 42680 0 GENERAL USE, HEALTHCARE FOR THE UNDERSERVED, "THAT'S THE SPIRIT" KINGDOM FAMILY CHRISTIAN FELLOWSHIP INC 700 HUFFMAN ROAD BIRMINGHAM AL 35215 820833073 501(C)(3) 15000 0 2023 SAIL PROGRAM MAXIMIZING MENTAL HEALTH 616 BELLEVUE DRIVE GADSDEN AL 35904 843166621 501(C)(3) 22600 0 YOUTH DEVELOPMENT GRANT, MENTAL HEALTH GRANT, HEALTH CARE AND HEALTH RELATED GRANT THE COMMUNITY FOOD BANK OF CENTRAL ALABAMA 107 WALTER DAVIS DRIVE BIRMINGHAM AL 35209 630837956 501(C)(3) 14600 0 GENERAL USE, PROGRAM EXPENSES, GGHA STARNES PARK SENIOR GROCERY PROGRAM OXFORD HIGH SCHOOL 1 YELLOW JACKET DRIVE OXFORD AL 36203 263042230 501(C)(3) 0 42255 MODERN MANUFACTURING PROGRAM EQUIPMENT THE LEARNING TREE 26 PUBLIC SQUARE W JACKSONVILLE AL 36265 630854115 501(C)(3) 10450 0 LEAP INITIATIVE FOR THE LITTLE TREE PRESCHOOL PALISADES CHURCH OF CHIRST 625 PALISADES BOULEVARD BIRMINGHAM AL 35209 630348131 501(C)(3) 6000 0 GENERAL USE PIEDMONT RESCUE SQUAD PO BOX 333 PIEDMONT AL 36272 630861153 501(C)(3) 5815 0 PIEDMONT RESCUE AND EMS, FRONTLINE FORMAL EVENT UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 540506428 501(C)(3) 11798 0 2023 ANNUAL DISTRIBUTION RAINBOW OMEGA INC 100 HOPE DRIVE EASTABOGA AL 36260 631036500 501(C)(3) 9975 0 GENERAL USE, NEW FITNESS CENTER PROGRAMS/ICF MEDICAL EQUIPMENT UPDATE SACRED HEART OF JESUS CATHOLIC CHURCH 1301 GOLDEN SPRINGS ANNISTON AL 36207 871690089 501(C)(3) 13547 0 EDUCATIONAL UNITED WAY OF EAST CENTRAL ALABAMA INC 1505 WILMER AVENUE ANNISTON AL 36201 630350957 501(C)(3) 37275 0 SUMMIT GRANT, IMAGINATION LIBRARY PROGRAM, MARTHA'S HOPE HOMELESS SHELTER SAFE HAVEN COUNSELING PO BOX 7842 OXFORD AL 36203 812865566 501(C)(3) 7000 0 SAFE HAVEN COUNSELING WHORTON BEND BAPTIST CHURCH 2820 WHORTON BEND ROAD GADSDEN AL 35901 630858158 501(C)(3) 8000 0 GENERAL USE YMCA OF CALHOUN COUNTY PO BOX 1649 ANNISTON AL 36202 630332253 501(C)(3) 18292 0 YOUTH SUMMER DAY CAMP, PAL2 PORTABLE AQUATIC LIFT, EDUCATIONAL EXPENSES, GENERAL USE, ANNUAL SUPPORT, AFTER SCHOOL PROGRAM SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 6000 0 GENERAL USE, HURRICANE IAN ASSISTANCE SAV-A-LIFE INC 1412 LEIGHTON AVENUE ANNISTON AL 36207 570314408 501(C)(3) 30685 0 BABY BASICS PROGRAM AND FATHERHOOD ADVOCACY SHEPHERD'S COVE FOUNDATION 408 MARTLING ROAD ALBERTVILLE AL 35951 455365095 501(C)(3) 18073 0 SHEPHERD'S COVE PALLIATIVE CARE PROGRAM SHILOH CHURCH OF CHRIST PO BOX 272 HAZEL GREEN AL 35750 631059360 501(C)(3) 6000 0 MISSIONS IN INDIA SIGHT SAVERS AMERICA 337 BUSINESS CIRCLE PELHAM AL 35124 300188234 501(C)(3) 50749 0 CHILDREN'S VISION PROGRAM SUPPORT, VISION SCREENING AND FOLLOW-UP EYE CARE PROGRAM SUMMER ADVENTURES IN LEARNING (SAIL) 24 CROSS CREEK DRIVE BIRMINGHAM AL 35213 880741181 501(C)(3) 12500 0 TESTING COORDINATOR AND DATA ANALYSIS SYLACAUGA CITY SCHOOLS 43 NORTH BROADWAY AVENUE SYLACAUGA AL 35150 636001111 501(C)(3) 0 29142 MODERN MANUFACTURING PROGRAM EQUIPMENT TALLADEGA CITY SCHOOLS 501 SOUTH STREET EAST TALLADEGA AL 35160 636001113 501(C)(3) 0 21466 MODERN MANUFACTURING PROGRAM EQUIPMENT TALLADEGA COUNTY BOARD OF EDUCATION 106 SOUTH STREET WEST TALLADEGA AL 35160 636001115 501(C)(3) 0 6121 MODERN MANUFACTURING PROGRAM EQUIPMENT THE COUNCIL ON AGING OF ETOWAH COUNTY INC 623 BROAD ST GADSDEN AL 35901 630987267 501(C)(3) 12825 0 ETOWAH GUARDIANSHIP MONITORING ASSISTANCE PROGRAM AND STANDARD OF EXCELLENCE GRANT 2023 THE DONOHO SCHOOL 2501 HENRY ROAD ANNISTON AL 36207 630460422 501(C)(3) 24700 0 EDUCATIONAL GRANT, WAKEFIELD FACULTY AWARD, ALLEN STRAND SCHOLARSHIP FUND, ANNUAL FUND THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 501(C)(3) 7900 0 ANNUAL FUND - SHARE, POLIO PLUS WINDY VAN HOOTEN TEACHING GARDEN PO BOX 93 GADSDEN AL 35902 843769131 501(C)(3) 6607 0 GARDENS TO FOOD EDUCATIONAL PROJECT 63 SCHOLARSHIP/EDUCATION - AUBURN UNIVERSITY 10 36500 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - JACKSONVILLE STATE UNIVERSITY 8 22500 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - TROY UNIVERSITY 3 6030 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA 10 21657 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - UNIVERSITY OF ALABAMA AT BIRMINGHAM (UAB) 10 25354 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - SAMFORD UNIVERSITY 2 10000 FMV SCHOLARSHIPS/EDUCATION SCHOLARSHIP/EDUCATION - GADSDEN STATE COMMUNITY COLLEGE 6 14130 FMV SCHOLARSHIPS/EDUCATION PART I, LINE 2: 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 SCHOLARSHIP AND BOARD VOLUNTEERS AND STAFF 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 IS BASED ON THE REVIEWERS' SCORES OF 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. - 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 COMMITTEE DELEGATED TO PERFORM THIS ROLE. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER S MADDOX PRESIDENT & CEO 169000 0 0 0 1796 0 16900 0 17465 0 205161 0 0 0 X 795 46471 FMV X OTHER MISC 1 200 FMV 0 1 1 PART I, LINE 32B: THE FOUNDATION USES BROKERAGE SERVICES TO PROCESS/SELL SECURITIES RECEIVED AS CONTRIBUTIONS. WHEN 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 DONATION. THE FOUNDATION'S POLICY IS TO SELL ALL DONATED NON-CASH ASSETS AS SOON AS POSSIBLE. THE FOUNDATION USES AN AUCTION COMPANY TO LIQUIDATE DONATED PERSONAL PROPERTY. FROM TIME TO TIME THE FOUNDATION RECEIVES SPECIALIZED PERSONAL PROPERTY THAT IT SELLS TO QUALIFIED & STRATEGIC BUSINESSES TO ACHIEVE A HIGHER VALUE THAN WHAT CAN BE REALIZED IN AN AUCTION. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED COPIES PRIOR TO THE BOARD MEETING WHERE THE CEO AND CFO PRESENT A COPY OF THE FORM 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 COMPENSATION APPROVAL IS DOCUMENTED IN THE BOARD MINUTES, AS WELL AS, THE RECOMMENDATION TO APPROVE IN COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M., AS WELL AS, 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 IS DATED 1938. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE FOUNDATION M-F 8 A.M. TO 5 P.M. AND ON THE FOUNDATION'S WEBSITE AND GUIDESTAR IN PDF FORMAT. FORM 990, PART IX, LINE 11G HR SERVICES: PROGRAM SERVICE EXPENSES 5,693. MANAGEMENT AND GENERAL EXPENSES 9,087. FUNDRAISING EXPENSES 428. TOTAL EXPENSES 15,208. SECURITY MONITORING: PROGRAM SERVICE EXPENSES 354. MANAGEMENT AND GENERAL EXPENSES 125. FUNDRAISING EXPENSES 64. TOTAL EXPENSES 543. TECHNOLOGY: PROGRAM SERVICE EXPENSES 23,950. MANAGEMENT AND GENERAL EXPENSES 5,178. FUNDRAISING EXPENSES 2,814. TOTAL EXPENSES 31,942. CONTRACTOR - WORKFORCE DEVELOPMENT & CLERICAL: PROGRAM SERVICE EXPENSES 136,085. MANAGEMENT AND GENERAL EXPENSES 8,686. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,771. FORM 990, PART IX, LINE 24E PRINTING: PROGRAM SERVICE EXPENSES 9,043. MANAGEMENT AND GENERAL EXPENSES 3,095. FUNDRAISING EXPENSES 1,594. TOTAL EXPENSES 13,732. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 8,410. MANAGEMENT AND GENERAL EXPENSES 2,232. FUNDRAISING EXPENSES 1,086. TOTAL EXPENSES 11,728. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 2,804. MANAGEMENT AND GENERAL EXPENSES 985. FUNDRAISING EXPENSES 508. TOTAL EXPENSES 4,297. WEBSITE: PROGRAM SERVICE EXPENSES 2,489. MANAGEMENT AND GENERAL EXPENSES 364. FUNDRAISING EXPENSES 245. TOTAL EXPENSES 3,098. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 1,974. MANAGEMENT AND GENERAL EXPENSES 693. FUNDRAISING EXPENSES 357. TOTAL EXPENSES 3,024. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 977. MANAGEMENT AND GENERAL EXPENSES 333. FUNDRAISING EXPENSES 171. TOTAL EXPENSES 1,481. IN-KIND: PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200. FORM 990, PART XII, LINE 2C THE FOUNDATION HAS NOT CHANGED EITHER THE OVERSIGHT OR SELECTION PROCESS SINCE THE PRIOR RETURN. 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