2025-07-31T14:51:16-05:00 2024-09-30 994625061 CRI ADVISORS LLC PO BOX 70106 MOBILE AL 36670 990 2023-10-01 630695166 THE COMMUNITY FOUNDATION OF SOUTH ALABAMA COMM 2514385591 PO BOX 990 MOBILE AL 36601 REBECCA D BYRNE PRESIDENT 2514385591 2025-07-30 1 0 CAROLYN F MCKEAN P00621079 2514735550 2025-07-30 2023 2025-03-06 01:10:19Z REBECCA D BYRNE PO BOX 990 MOBILE AL 36601 92724281 0 X WWW.COMMUNITYFOUNDATIONSA.ORG X 1976 AL THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." 20 20 7 52 0 0 4382290 9550836 0 0 3646274 4661250 1127633 1189690 9156197 15401776 6308318 5985351 0 0 572171 690070 0 0 280768 1775261 1951837 8655750 8627258 500447 6774518 90481423 111352270 2306587 2335049 88174836 109017221 X THE COMMUNITY FOUNDATION OF SOUTH ALABAMA SEEKS TO BUILD PERMANENT ENDOWMENTS FOR THE LONG RANGE FUTURE OF THE REGION IT SERVES AND TO DRAW FROM THE STRENGTHS OF THE REGION'S DIVERSE POPULATION IN DESIGNING AND FUNDING INNOVATIVE PROGRAMS WHICH MEET COMMUNITY NEEDS. SERVING AS RESPONSIBLE STEWARDS OF THESE FUNDS, THE FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, CIVIC AND COMMUNITY, ANTI-CRIME AND ABUSE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, AND RECREATION. THE FOUNDATION'S MISSION STATEMENT IS AS FOLLOWS: "THE COMMUNITY FOUNDATION OF SOUTH ALABAMA ASSEMBLES AND DIRECTS PHILANTHROPIC ASSETS TO MAKE SOUTHWEST ALABAMA A BETTER PLACE." 0 0 7647296 5985351 THE FOUNDATION'S PROGRAM SERVICE ACTIVITY CONSISTS OF AWARDING GRANTS TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS, BASED ON BOARD OF DIRECTORS' APPROVAL AND CATEGORIES AS REQUESTED BY DONORS. CATEGORIES INCLUDE ANTI-CRIME AND ABUSE, ARTS AND CULTURE, CIVIC AND COMMUNITY, EDUCATION, ENVIRONMENTAL,HEALTH, HUMAN SERVICES, AND RECREATION. A DETAILED SCHEDULE OF GRANTS PAID CAN BE FOUND IN SCHEDULE I. 7647296 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 7 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL X X X REBECCA BYRNE 2514385591 PO BOX 990 MOBILE AL 36601 ANNA GOLDMAN SECRETARY 0.20 X X 0 0 0 AUDRA HARPER DIRECTOR 0.20 X 0 0 0 CHIP HARRIGAN DIRECTOR 0.20 X 0 0 0 EMILEE WATERS DIRECTOR 0.20 X 0 0 0 JOHN BEDSOLE TREASURER 0.20 X X 0 0 0 KAY LETT DIRECTOR 0.20 X 0 0 0 LEE MITCHELL DIRECTOR 0.20 X 0 0 0 MARIETTA URQUHART IMMEDIATE PAST CHAIR 0.30 X 0 0 0 MARSHALL SHIELDS CHAIR 0.20 X X 0 0 0 MONICA MOTLEY DIRECTOR 0.20 X 0 0 0 RICARDO WOODS DIRECTOR 0.20 X 0 0 0 RYAN DAMRICH DIRECTOR 0.20 X 0 0 0 S WESLEY CARPENTER DIRECTOR 0.20 X 0 0 0 PETER SUSMAN VICE CHAIR 0.20 X X 0 0 0 ARYNE HUDSON DIRECTOR 0.20 X 0 0 0 VIRGINIA MCNEIL O'BRIEN DIRECTOR 0.20 X 0 0 0 EDWARD NORFLEET JR DIRECTOR 0.20 X 0 0 0 JEROD PILOT DIRECTOR 0.20 X 0 0 0 JAMEY SANDIFER DIRECTOR 0.20 X 0 0 0 ED DOUGLAS DIRECTOR 0.20 X 0 0 0 REBECCA D BYRNE PRESIDENT 40.00 X 146300 0 8700 146300 0 8700 1 0 1 0 0 9550836 9550836 2295383 2295383 77948122 1740250 75822505 1500000 2125617 240250 2365867 2365867 ADMINISTRATIVE FEES 561000 1096280 1096280 SPECIAL EVENT INCOME 900099 78472 78472 OTHER INCOME 561000 14938 14938 1189690 15401776 1189690 0 4661250 5985351 5985351 690070 248425 207021 234624 16205 2454 13751 272283 121374 150909 29427 29427 450 162 135 153 5948 2141 1785 2022 70607 23884 26969 19754 54091 19473 16227 18391 3414 1229 1024 1161 54368 52099 2219 50 116328 116328 18772 18772 37233 37233 ADMINISTRATIVE FEES 1096954 1096954 RENT EXPENSE 125001 93750 26638 4613 OTHER 50756 50756 8627258 7647296 699194 280768 504209 1035298 0 0 8380 1230 2564450 2564450 37365 45982 431278 156122 275280 275156 86961435 107143585 133130 256789 5554 21400 90481423 111352270 58121 75481 220750 279650 2032039 1960524 -4323 19394 2306587 2335049 X 88137794 108976105 37036 41116 88174830 109017221 90481417 111352270 6774518 14067873 0 X X 0 1 X 1 0 X 5242692 7256871 6947814 6149695 11916703 37513775 5242692 7256871 6947814 6149695 11916703 37513775 37513775 5127022 1506686 1080896 1878869 2295383 11888856 935913 1110231 1153950 1127633 1189690 5517417 54920048 0.68310 0.63710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEES - 2019 AMOUNT: $ 888,629. 2020 AMOUNT: $ 1,011,479. 2021 AMOUNT: $ 1,049,024. 2022 AMOUNT: $ 999,799. 2023 AMOUNT: $ 1,096,280. OTHER INCOME - 2019 AMOUNT: $ 47,284. 2020 AMOUNT: $ 98,752. 2021 AMOUNT: $ 104,926. 2022 AMOUNT: $ 127,834. 2023 AMOUNT: $ 93,410. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160 8466959 3462544 35619506 0 0 794944 794944 794944 794944 794944 794944 794944 794944 794944 794944 0 0 177538 177538 253740 156122 97618 275156 CHARITABLE GIFT ANNUITY LIABILITY 3349 LOAN ORIGINATIN FEES, NET OF ACCUM AMORTIZATION 16045 19394 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOK TO TAX DIFFERENCE IN AGENCY FUND ACTIVITY REPORTING PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK TO TAX DIFFERENCE IN AGENCY FUND REPORTING EFFECTS OF CONSOLIDATED FINANCIAL STATEMENT PRESENTATION 1 EDUCATION FOCUS GROUPS 932164 0 EDUCATION ENVIRONMENT FOCUS GROUP 121399 0 ENVIROMENTAL & ANIMALS HEALTH FOCUS GROUP 803418 0 HEALTH HUMAN SERVICES FOCUS GROUP 954062 0 HUMAN SERVICES RECREATION FOCUS GROUP 47272 0 RECREATION ARTS & CULTURE FOCUS GROUP 316129 0 ARTS & CULTURE ANTI-CRIMEABUSE GROUP 93946 0 ANTI CRIME/ABUSE CIVIC AND COMMUNITY 1797450 0 CIVIC AND COMMUNITY PART I, LINE 2: GRANTS ARE GENERALLY ISSUED TO NON-PROFIT ORGANIZATIONS WITHIN THE U.S. THAT ARE CONFIRMED AS BEING A QUALIFIED 501(C)(3) CHARITABLE, RELIGIOUS, EDUCATIONAL, OR PHILANTHROPIC TAX-EXEMPT ORGANIZATION. A COPY OF EACH GRANTEE'S 501(C)(3) IS KEPT ON FILE. GRANT EVALUATIONS ARE REQUIRED ON CERTAIN GRANTS TO MEASURE IMPACT AND ENSURE CRITERIA ARE FOLLOWED. THE FOUNDATION OCCASIONALLY MAKES GRANTS TO NON TAX-EXEMPT ORGANIZATIONS AND MUST CONDUCT EXPENDITURE RESPONSIBILITY TO ENSURE THE GRANT WAS USED FOR CHARITABLE PURPOSES. X 0 0 0 0 0 0 0 0 0 REBECCA D BYRNE PRESIDENT 146300 0 0 0 0 0 6200 0 2500 0 155000 0 0 0 X 6 2431915 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE IS EMAILED A COPY FOR REVIEW. THE 990 IS POSTED TO THE ORGANIZATION'S WEBSITE. THE BOARD OF DIRECTORS ARE NOTIFIED WHEN THE 990 IS POSTED. FORM 990, PART VI, SECTION B, LINE 12C POSSIBLE CONFLICTS OF INTEREST REPORTED BY OFFICERS, DIRECTORS, AND EMPLOYEES ARE FURTHER REVIEWED. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL EMPLOYEES, INCLUDING THE CEO/PRESIDENT, THE ORGANIZATION COMPARES SALARY WITH OTHER NON-PROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS, SPECIFICALLY IN THE SOUTHEAST REGION OF THE U.S., FOR A FAIR RANGE OF COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION WHEN REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE LAST FOUR YEARS ARE AVAILABLE AT ITS WEBSITE AT: HTTP://WWW.COMMUNITYFOUNDATIONSA.ORG/ABOUT-US/ FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR. CFSA PROPERTIES I LLC PO BOX 990 MOBILE AL 36601 CHARITY AL COMMUNTY FOUNDATION OF SOUTH ALABAMA CFSA PROPERTIES II LLC PO BOX 990 MOBILE AL 36601 CHARITY AL COMMUNTY FOUNDATION OF SOUTH ALABAMA CFSA PROPERTIES III LLC PO BOX 990 MOBILE AL 36601 CHARITY AL COMMUNTY FOUNDATION OF SOUTH ALABAMA THE ISRAEL AND SYLVIA GOLDBERG FAMILY PO BOX 990 MOBILE AL 36601 631268283 CHARITY AL 501(C)(3) LINE 11A, I COMMUNITY FOUNDATION OF SOUTH ALABAMA 0 ANN B HEARIN FOUNDATION PO BOX 990 MOBILE AL 36601 820886146 CHARITY AL 501(C)(3) LINE 11A, I COMMUNITY FOUNDATION OF SOUTH ALABAMA 0 CFSA PROPERTIES IV INC PO BOX 990 MOBILE AL 36601 844248270 CHARITY AL 501(C)(3) LINE 11A, I COMMUNITY FOUNDATION OF SOUTH ALABAMA 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 CFSA PROPERTIES IV INC A ACCRUAL BASIS CFSA PROPERTIES IV INC K 125000 ACCRUAL BASIS CFSA PROPERTIES IV INC D 2564450 ACCRUAL BASIS CFSA PROPERTIES IV INC B ACCRUAL BASIS