2025-07-08T11:15:13-05:00 2024-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990 2024-01-01 631225003 COMMUNITY FOUNDATION OF WEST ALABAMA COMM 2053660698 PO BOX 3033 TUSCALOOSA AL 35403 GLENN TAYLOR OFFICER 2053660698 2025-06-16 1 0 ROBERT L INGRAM JR P00001653 2053458440 2025-06-13 2024 2025-03-06 01:10:19Z GLENN TAYLOR PO BOX 3033 TUSCALOOSA AL 35403 3747761 0 X WWW.THECFWA.ORG X 1999 AL TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 15 14 2 0 0 0 1531166 2077360 0 0 409576 596336 1055384 1053951 2996126 3727647 1433733 1643226 0 0 77584 75156 0 0 0 201027 245469 1712344 1963851 1283782 1763796 17144123 19492749 3817009 4401838 13327114 15090911 X TO FURTHER CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, SCIENTIFIC AND OTHER ENDEAVORS WITHIN THE WEST ALABAMA AREA AND TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO PROVIDE FOR THE BETTERMENT OF THE COMMUNITY IN WHICH THEY RESIDE. 0 0 157020 157020 ARTS 'N AUTISM 135835 135835 JH RANCH 152544 152544 SECOND WIND PROGRAMS, INC. 1268619 1197827 OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. 1268619 1197827 1714018 1 1 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 AL X GLENN TAYLOR 2053660698 700 ENERGY CENTER BLVD 406 NORTHPORT AL 35476 LIN MOORE CHAIRMAN 2.00 X X 0 0 0 GLENN TAYLOR PRESIDENT & CEO 20.00 X X 45008 0 0 PIERCE BOYD DIRECTOR 0.50 X 0 0 0 SAM FAUCETT DIRECTOR 0.50 X 0 0 0 PHYLLIS GAMBLE TREASURER 1.00 X X 0 0 0 JUDGE JOHN ENGLAND JR DIRECTOR 0.50 X 0 0 0 SUSAN CORK DIRECTOR 0.50 X 0 0 0 LEAH ANN SEXTON DIRECTOR 0.50 X 0 0 0 CLAUDE EDWARDS PAST CHAIR 1.00 X X 0 0 0 THOMAS A NETTLES IV DIRECTOR 0.50 X 0 0 0 CHRIS MCCOOL DIRECTOR 0.50 X 0 0 0 BOBBY INGRAM VICE CHAIRMAN 1.00 X X 0 0 0 DAVE PASS DIRECTOR 0.50 X 0 0 0 HEYWARD GOULD DIRECTOR 0.50 X 0 0 0 45008 0 0 0 0 0 0 0 27500 2049860 442709 2077360 596336 596336 13948 27500 20114 -6166 -6166 UNREALIZED HOLDING GAI 900003 928605 928605 INTERNAL FEE INCOME 900003 131512 131512 1060117 3727647 1656453 0 -6166 1643226 1643226 31800 15900 15900 38000 19000 19000 5356 2678 2678 13700 6850 6850 3206 1603 1603 6000 3000 3000 23 23 7441 7441 INTERNAL FEE 148612 148612 INVESTMENT EXPENSE 49807 49807 UTILITIES 4720 2360 2360 NEWSLETTER 3746 3746 8214 8214 1963851 1714018 249833 0 1 62993 118396 17081055 19374277 75 75 17144123 19492749 3817009 4401838 3817009 4401838 X 13297114 15054911 30000 36000 13327114 15090911 17144123 19492749 1763796 0 X X 0 1 X 1 0 X 767130 687843 542124 714035 1033426 3744558 767130 687843 542124 714035 1033426 3744558 263502 3481056 215542 365243 295706 409576 596336 1882403 98756 124852 111646 110647 145460 591361 6218322 0.55980 0.55500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82 0 1113059 28067 1507953 33157 8018202 414835 1 1 5125659 936233 675373 91835 48450 6596980 4362656 294699 579075 73114 37657 5125659 4971649 103344 -630580 60404 21353 4362656 4257361 200600 595084 45276 36120 4971649 3788337 169105 377996 49146 28931 4257361 0.16390 0.83610 0 0 0 SMARTBANK MONEY MARKET 27040 F BRYANT BANK MONEY MARKET 942714 F FIRST NATIONAL CENTRAL RDP 51602 F SMARTBANK CHECKING 6096 F RAYMOND JAMES 15884808 F RAYMOND JAMES-MORGAN KEEGAN 6119 F MERRILL LYNCH 1603397 C RAYMOND JAMES MONEY MARKET 852501 C 19374277 AGENCY ACCOUNTS 4400676 PAYROLL LIABILITIES 1162 4401838 PART V, LINE 4: THERE ARE SIXTEEN PERMANENT FUNDS. TWO ARE FOR THE SUPPORT OF THE PUBLIC LIBRARY, ONE FOR AID TO BATTERED WOMEN AND ABUSED CHILDREN, ONE FOR A CHURCH RECREATION FUND AND THE OTHER TWELVE FOR SCHOLARSHIPS. TWO BOARD DESIGNATED FUNDS ARE RESERVED TO FUND ANNUAL GRANTS TO COMMUNITY ORGANIZATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2024 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2024 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. 1 ALICEVILLE FIRST BAPTIST CHURCH 10000 0 GENERAL FUND AMERICAN CHRISTIAN ACADEMY 36333 0 GENERAL FUND AMERICAN RED CROSS 6000 0 GENERAL FUND ARTS 'N AUTISM 157020 0 GENERAL FUND BEST BUDDIES 7000 0 GENERAL FUND BIG OAK RANCH 13000 0 GENERAL FUND BLACK WARRIOR COUNCIL BOY SCOUTS 8700 0 GENERAL FUND CAMPUS CRUSADE FOR CHRIST 12400 0 GENERAL FUND CHRIST EPISCOPAL 53440 0 GENERAL FUND DCH FOUNDATION 104000 0 GENERAL FUND ELEVATE USA 25000 0 GENERAL FUND FAMILY COUNSELING SERVICES 22400 0 GENERAL FUND FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA 37220 0 GENERAL FUND FIRST UNITED METHODIST CHURCH OF TUSCALOOSA 10520 0 GENERAL FUND FREEDOM FARM 37600 0 GENERAL FUND GRACE PRESBYTERIAN CHURCH 33100 0 GENERAL FUND HANK POORE FOUNDATION 5250 0 GENERAL FUND JH RANCH 135835 0 GENERAL FUND MISSION INCREASE 10000 0 GENERAL FUND NEW EUROPE COMMUNICATIONS 11500 0 GENERAL FUND NORTHPORT BAPTIST CHURCH 7200 0 GENERAL FUND OMNIA CLASSICAL SCHOOL 25000 0 GENERAL FUND SAMARITAN'S PURSE 10000 0 GENERAL FUIND SAMFORD UNIVERSITY 10000 0 GENERAL FUND SHELTON STATE COMMUNITY COLLEGE 10900 0 GENERAL FUND ST MARK METHODIST CHURCH 43000 0 GENERAL FUND THE CHURCH AT TUSCALOOSA 87396 0 GENERAL FUND THEATRE TUSCALOOSA 6000 0 GENERAL FUND TRINITY PRESBYTERIAN CHURCH 23500 0 GENERAL FUND UNITED WAY OF WEST ALABAMA 49700 0 GENERAL FUND UNIVERSITY OF ALABAMA 92500 0 GENERAL FUND UNIVERSITY OF ALABAMA AT BIRMINGHAM 10000 0 GENERAL FUND WESTWOOD ELEMENTARY 9000 0 GENERAL FUND EAGLES WINGS 13500 0 GENERAL FUND EPISCOPAL DIOCESE OF ALABAMA 10000 0 GENERAL FUND HISTORIC TUSCALOOSA 6350 0 GENERAL FUND HUMANE SOCIETY OF WEST ALABAMA 20250 0 GENERAL FUND I LIKE GIVING 35000 0 GENERAL FUND SCHWAB CHARITABLE 8147 0 GENERAL FUND SECOND WIND PROGRAM INC 152544 0 GENERAL FUND SOZO CHILDREN 10500 0 GENERAL FUND TUSCALOOSA COUNTY SCHOOL SYSTEM 7500 0 GENERAL FUND UMD NEWMAN CATHOLIC CAMPUS MINISTRY 8000 0 GENERAL FUND 43 0 PART I, LINE 2: GRANT AWARDS FROM NON-DONOR ADVISED FUNDS ARE BASED ON APPLICATION FORMS SUBMITTED BY THE RECIPIENTS AND APPROVED BY THE BOARD OF DIRECTORS. A REPORT BACK TO THE COMMUNITY FOUNDATION IS REQUIRED WITH SIX MONTHS OF RECEIPT OF THE GRANT. GRANTS FROM DONOR ADVISED FUNDS ARE BASED ON THE RECOMMENDATION OF THE DONOR FOLLOWED BY VERIFICATION THAT THE RECIPIENT IS A CHARITABLE ORGANIZATION AND APPROVAL BY THE BOARD IF OVER $10,000 AND APPROVAL BY A DIRECTOR IF UNDER $10,000. X 11 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK TRANSCATIONS 990 PART IV LINE 12A AUDITED FINANCIAL STATEMENTS ARE NOT AVAILABLE AT THIS TIME. THEREFORE, THE RECONCILIATION ON SCHEDULE D PAGE 4 COULD NOT BE PREPARED. AUDITED FINANCIAL STATEMENTS ARE IN PREPARATION AND WILL BE AVAILABLE AT A LATER DATE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A DIRECTOR AND MADE AVAILABLE TO BOARD AND EXECUTIVE COMMITTEE AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MAKES SURE THAT A CONFLICT OF INTEREST STATEMENT IS COMPLETED FOR EACH OFFICER AND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE FILLS OUT A WRITTEN EVALUATION FORM ON THE CEO/PRESIDENT. THE COMMITTEE RECOMMENDS A SALARY TO THE BOARD OF DIRECTORS. THE BOARD APPROVES THE SALARY ANNUALLY IN JULY. THE PROCESS WOULD BE THE SAME FOR ANY EMPLOYEE. AT THIS TIME THERE ARE TWO OTHER EMPLOYEES. ONE IS A PART-TIME OFFICE EMPLOYEE AND ONE IS A PART-TIME DEVELOPMENT EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR