2024-06-03T16:35:29-05:00 2023-07-31 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990 2022-08-01 311635334 ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE ALAB 3342294223 POBOX 271 MONTGOMERY AL 36101 ALONDREA J PRITCHETT VICE PRESIDENT 3342294223 2024-05-31 1 ALONDREA PRITCHETT 999009999 0 LEE C PARKS CPA P01350772 3342712200 2024-05-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR QUINTON ROSS 915 SOUTH JACKSON STREET MONTGOMERY AL 36104 92482974 0 X N/A X 1998 AL TO SUPPORT AND IMPROVE EDUCATIONAL EXCELLENCE AT ALABAMA STATE UNIVERSITY 14 14 0 14 0 0 75693 99770 0 0 5161915 -2008256 0 0 5237608 -1908486 879826 2514884 0 0 0 0 0 0 0 158176 167388 1038002 2682272 4199606 -4590758 101922073 105702662 0 2026105 101922073 103676557 X THE TRUST SEEKS TO SUPPORT AND IMPROVE EDUCATIONAL EXCELLENCE AT ALABAMA STATE UNIVERSITY (THE UNIVERSITY) THROUGH THE FOLLOWING: (1) GRANTING OF ACADEMIC SCHOLARSHIPS AT THE UNIVERSITY, (2) ENDOWMENT OF ACADEMIC CHAIRS, (3) SUBSIDIZING OF CURRENT FACULTY POSITIONS AND (4) PAYMENT OF FEES AND EXPENSES FOR CAMPUS LECTURES AND LECTURE SERIES ON THE UNIVERSITY'S CAMPUS. 0 0 2514884 2514884 THE TRUST PROVIDED SCHOLARSHIPS TOTALING $2,514,884 TO 126 STUDENTS ATTENDING THE UNIVERSITY. 69248 OFFICIAL LECTURE SERIES SPONSORED BY THE NATIONAL CENTER FOR THE STUDY OF CIVIL RIGHTS AND AFRICAN-AMERICAN CULTURE AT ALABAMA STATE UNIVERSITY ARE HELD ANNUALLY OR TO COINCIDE WITH SPECIAL CIVIL RIGHTS ANNIVERSARY EVENTS OR OTHER SUCH OCCASIONS. EVENTS MAY FEATURE SCHOLARS, COMMUNITY LEADERS, EDUCATORS AND ARTISTS ON A VARIETY OF THEMES. A TOTAL OF 1,189 STUDENTS AND OTHERS FROM THE GENERAL POPULATION ATTENDED A COMBINATION OF 41 (12 WERE EDUCATIONAL SERVICES) OFFICIAL AND UNOFFICIAL LECTURE SERIES THAT WERE CONDUCTED IN FISCAL YEAR 2023 BY THE NATIONAL CENTER, WITH FUNDING FOR LECTURES PROVIDED THROUGH THE TRUST FOR EDUCATIONAL EXCELLENCE. 2584132 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 1 1 1 0 X SARITA STROTHER CPA 3342298399 915 SOUTH JACKSON STREET MONTGOMERY AL 36104 X BRENDA HUNTER PRESIDENT 0.00 X X 0 0 0 DELBERT MADISON PRESIDENT PROTEM 0.00 X X 0 0 0 NAPOLEON BRACY JR MEMBER 0.00 X X 0 0 0 PAULETTE EDWARDS MEMBER 0.00 X 0 0 0 LARAUNCE FLEMING MEMBER 0.00 X 0 0 0 GEORGE GORE MEMBER 0.00 X 0 0 0 DARRELL L HUDSON MEMBER 0.00 X 0 0 0 MARIO LUMZY MEMBER 0.00 X 0 0 0 TIFFANY B MCCORD MEMBER 0.00 X 0 0 0 ANGELA MCKENZIE MEMBER 0.00 X 0 0 0 LARRY MEANS MEMBER 0.00 X 0 0 0 CHRISTOPHER SPENCER MEMBER 0.00 X 0 0 0 PAMELA J WARE MEMBER 0.00 X 0 0 0 JOE WHITT SR MEMBER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 99770 99770 2484910 2484910 89898294 94391460 -4493166 -4493166 -4493166 -1908486 0 0 -2008256 2514884 2514884 98140 98140 LECTURE SERIES 69248 69248 2682272 2584132 98140 0 11449750 13929611 241627 90180398 91672719 50298 100332 101922073 105702662 0 2026105 0 2026105 X 101922073 103676557 101922073 103676557 101922073 105702662 -4590758 6345242 0 X 0 1 X 1 0 X X 1 ALABAMA STATE UNIVERSITY 636001101 6 1 2584132 0 1 2584132 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101922073 99770 4238846 2514884 69248 103676557 112873590 75693 -10097200 879826 50184 101922073 97937017 323658 15620975 933652 74408 112873590 90613066 157197 8062640 741255 154631 97937017 87920399 55776 4952193 2237973 77329 90613066 0 0 0 DUE TO ALABAMA STATE UNIVERSITY 2026105 2026105 X 4338616 6345242 6345242 -2006626 98140 98140 -1908486 2584132 0 2584132 98140 98140 2682272 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE TRUST ARE INTENDED FOR (1) GRANTING OF ACADEMIC SCHOLARSHIPS AT THE UNIVERSITY, (2) ENDOWMENT OF ACADEMIC CHAIRS, (3) SUBSIDIZING OF CURRENT FACULTY POSITIONS AND (4) PAYMENT OF FEES AND EXPENSES FOR CAMPUS LECTURES AND LECTURE SERIES ON THE UNIVERSITY'S CAMPUS. PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS OF ALABAMA LAW AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. AS OF JULY 31, 2023, THE TRUST HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. 0 SCHOLARSHIPS/GAP AWARDS 126 2514884 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE APPROPRIATE PERSONNEL DESIGNATED BY THE ORGANIZATION AND THE UNIVERSITY PRIOR TO FILING AND SUBMISSION TO THE IRS. THE RETURN WILL BE PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL AS WELL. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST IS OPERATED AND MANAGED BY BOARD MEMBERS AND OFFICERS OF ALABAMA STATE UNIVERSITY. BOARD MEMBERS MUST ADHERE TO BOARD POLICIES. BOARD POLICIES ARE PART OF THE UNIVERSITY'S BY-LAWS AND THE STATE STATUTE THAT CREATED THE UNIVERSITY. UNIVERSITY OFFICERS MUST ALSO ADHERE TO UNIVERSITY AND STATE POLICIES REGARDING THE DISCLOSURE OF ALL POTENTIAL CONFLICTS OF INTEREST. THE ALABAMA ETHICS COMMISSION ALSO ENFORCES AND MONITORS CONFLICTS OF INTEREST BY THE ORGANIZATION'S TRUSTEES, OFFICERS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION MATTERS ARE ESTABLISHED AND MONITORED BY THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.