2026-05-15T08:07:08-05:00 2025-06-30 263731278 DIPIAZZA LAROCCA HEETER & CO LLC P O BOX 530095 BIRMINGHAM AL 352530095 990 2024-07-01 881553777 OAKWOOD UNIVERSITY COMMUNITY QALICB OAKW 2567267024 7000 ADVENTIST BLVD NW HUNTSVILLE AL 35896 JAMES MBYIRUKIRA VICE PRESIDENT 2567267000 2026-05-07 1 0 MONTY S WAITES CPA P00438717 2058719973 2026-05-07 2024 2025-03-06 01:10:19Z LESLIE POLLARD 7000 ADVENTIST BOULEVARD HUNTSVILLE AL 35896 0 0 X N/A X 2022 AL SUPPORTING ORGANIZATION OF OAKWOOD UNIVERSITY 5 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 366782 602332 366782 602332 -366782 -602332 14658722 14302806 15203197 15449613 -544475 -1146807 X THE CORPORATION IS TO OPERATE AT ALL TIMES EXCLUSIVELY FOR THE BENEFIT OF OAKWOOD UNIVERSITY (AN ALABAMA NONPROFIT ORGANIZATION) BY SOLICITING, ACCEPTING, RECEIVING , MANAGING AND DISBURSING CONTRIBUTIONS OF PROPERTY, INCLUDING REAL PROPERTY AND THE INCOME THEREFROM AND TO APPLY FOR, ACCEPT AND EXPEND GRANTS. 0 0 602332 TO ACQUIRE, DEVELOP AND LEASE PROPERTIES TO OAKWOOD UNIVERSITY TO FULFILL THE UNIVERSITY'S HEALTY CAMPUS HEALTHY COMMUNITY INITIATIVE. 602332 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X GAIL CALDWELL 2567267017 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 MERVYN WARREN DIRECTOR 1.00 X 0 0 0 TIMOTHY MCDONALD DIRECTOR 1.00 X 0 0 0 LESLIE POLLARD PRESIDENT 5.00 X 0 159751 0 JAMES MBYIRUKIRA VP/SECRETARY 5.00 X 0 103835 0 SABRINA COTTON-DESOUZA TREASURER 5.00 X 0 0 0 0 263586 0 0 0 1 0 0 0 0 0 0 286158 286158 314890 314890 INSTRUCTIONAL 1284 1284 602332 602332 0 0 2876743 559577 14128159 384930 11781979 13743229 14658722 14302806 193618 416273 15009579 15033340 15203197 15449613 X -544475 -1146807 -544475 -1146807 14658722 14302806 -602332 0 X 0 1 X 1 0 X X 1 OAKWOOD UNIVERSITY 630366652 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, QUESTION 3 TWO OF THE FIVE DIRECTORS OF THE CORPORATION ARE AN OFFICER OR EMPLOYEE OF OAKWOOD UNIVERSITY (OU), AND THEREFORE, SHARES AND MAINTAINS A CLOSE RELATIONSHIP WITH OU. MOREOVER, OU RETAINS THE RIGHT TO APPOINT THREE OF THE FIVE DIRECTORS IN THE EVENT THE REPRESENTATIVE DIRECTOR FROM OU RESIGNS OR TERMS OUT OF THE DIRECTOR POSITION. THUS, IN ACCORDANCE WITH THE APPLICABLE TREASURY REGULATIONS, OU RETAINS A "SIGNIFICANT" (ALBEIT, NOT CONTROLLING) VOICE IN THE STRATEGIC AND INVESTMENT POLICIES OF THE CORPORATION. SCHEDULE A, PART IV, SECTION E, QUESTION 2 THE ORGANIZATION IS A CRITICAL AND NECESSARY COMPONENT TO OAKWOOD UNIVERSITY'S (OU) UTILIZATION OF THE NMTC PROGRAM AND DEVELOPMENT OF THE PROJECT IN FURTHERANCE OF OU'S EXEMPT PURPOSES. IN THE ABSENCE OF THE ORGANIZATION PLAYING A SUPPORTING ROLE TO OU, A ROLE WHICH OU ITSELF COULD NOT PLAY, THROUGH QUALIFICATION AS A "QUALIFIED LOW-INCOME COMMUNITY BUSINESS," OU COULD NOT DEVELOP THE PROJECT THROUGH THE NMTC PROGRAM, AND THEREFORE, MOST LIKELY COULD NOT DEVELOP THE PROJECT. THEREFORE, THE CORPORATION IS DIRECTLY FURTHERING THE EXEMPT PURPOSES OF OU BY PERFORMING FUNCTIONS OF OU, WHICH, BUT FOR SUCH PERFORMANCE BY THE CORPORATION, WOULD NORMALLY BE ENGAGED IN BY OU (I.E., CRITICAL FINANCING AND SUPPORT ROLES). SCHEDULE A, PART IV, SECTION E, QUESTION 2 THE ORGANIZATION IS A CRITICAL AND NECESSARY COMPONENT TO OAKWOOD UNIVERSITY'S (OU) UTILIZATION OF THE NMTC PROGRAM AND DEVELOPMENT OF THE PROJECT IN FURTHERANCE OF OU'S EXEMPT PURPOSES. IN THE ABSENCE OF THE ORGANIZATION PLAYING A SUPPORTING ROLE TO OU, A ROLE WHICH OU ITSELF COULD NOT PLAY, THROUGH QUALIFICATION AS A "QUALIFIED LOW-INCOME COMMUNITY BUSINESS," OU COULD NOT DEVELOP THE PROJECT THROUGH THE NMTC PROGRAM, AND THEREFORE, MOST LIKELY COULD NOT DEVELOP THE PROJECT. THEREFORE, THE CORPORATION IS DIRECTLY FURTHERING THE EXEMPT PURPOSES OF OU BY PERFORMING FUNCTIONS OF OU, WHICH, BUT FOR SUCH PERFORMANCE BY THE CORPORATION, WOULD NORMALLY BE ENGAGED IN BY OU (I.E., CRITICAL FINANCING AND SUPPORT ROLES). 14128159 384930 13743229 13743229 X 0 0 0 0 0 602332 0 602332 0 602332 PART X, LINE 2: THE UNIVERSITY HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. AS OF JUNE 30, 2025, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PREVIOUS OPEN TAX YEARS MAY BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 LESLIE POLLARD PRESIDENT 0 159751 0 0 0 0 0 0 0 0 0 159751 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE VP REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE IN CARE OF GAIL CALDWELL. OAKWOOD UNIVERSITY 7000 ADVENTIST BLVD HUNTSVILLE AL 35896 630366652 INSTITUTION OF HIGHER LEARNING AL 501(C)(3) 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OAKWOOD UNIVERSITY D 15033340 LOAN BALANCE