2026-06-12T09:17:26-05:00 2025-07-31 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990 2024-08-01 311635334 ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE ALAB 3342294223 PO BOX 271 MONTGOMERY AL 36101 ALONDREA J PRITCHETT VICE PRESIDENT 3342294223 2026-06-05 1 1 LEE C PARKS CPA P01350772 3342712200 2026-06-05 2024 2025-03-06 01:10:19Z BRENDA HUNTER PO BOX 271 MONTGOMERY AL 36101 110900152 0 X N/A X 1998 AL TO SUPPORT AND IMPROVE EDUCATIONAL EXCELLENCE AT ALABAMA STATE UNIVERSITY 14 14 0 14 0 0 34443 52104 0 0 5905979 2974669 0 0 5940422 3026773 2444848 5800470 0 0 0 0 0 0 0 551185 738962 2996033 6539432 2944389 -3512659 113149368 117745909 0 0 113149368 117745909 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 5800470 5800470 0 THE TRUST PROVIDED SCHOLARSHIPS TOTALING $5,800,470 TO 290 STUDENTS ATTENDING THE UNIVERSITY. 245350 0 0 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. EDUCATIONAL SERVICES PROVIDED BY THE NATIONAL CENTER IN THE FORM OF SCHOLARLY PRESENTATIONS, DISCUSSIONS, AND TOURS ARE ALSO INCLUDED. A TOTAL OF 1,360 STUDENTS AND OTHERS FROM THE GENERAL POPULATION ATTENDED A COMBINATION OF 26 (16 WERE EDUCATIONAL SERVICES) OFFICIAL AND UNOFFICIAL LECTURE SERIES THAT WERE CONDUCTED IN THE 2024-2025 ACADEMIC YEAR BY THE NATIONAL CENTER, WITH FUNDING FOR LECTURES PROVIDED THROUGH THE TRUST FOR EDUCATIONAL EXCELLENCE. 6045820 1 1 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 1 1 0 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 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X SARITA STROTHER CPA 3342298399 915 SOUTH JACKSON STREET MONTGOMERY AL 36104 X BRENDA HUNTER PRESIDENT 1.00 0.00 X X 0 0 0 DELBERT MADISON PRESIDENT PRO TEM 1.00 0.00 X X 0 0 0 NAPOLEON BRACY JR MEMBER 1.00 0.00 X X 0 0 0 PAULETTE EDWARDS MEMBER 1.00 0.00 X 0 0 0 LARAUNCE FLEMING MEMBER 1.00 0.00 X 0 0 0 GEORGE GORE MEMBER 1.00 0.00 X 0 0 0 DARRELL L HUDSON MEMBER 1.00 0.00 X 0 0 0 MARIO LUMZY MEMBER 1.00 0.00 X 0 0 0 TIFFANY B MCCORD MEMBER 1.00 0.00 X 0 0 0 ANGELA MCKENZIE MEMBER 1.00 0.00 X 0 0 0 LARRY MEANS MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER SPENCER MEMBER 1.00 0.00 X 0 0 0 PAMELA J WARE MEMBER 1.00 0.00 X 0 0 0 JOE WHITT SR MEMBER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 52104 52104 3022613 3022613 107825435 107873379 -47944 -47944 -47944 3026773 0 0 2974669 5000000 5000000 800470 800470 493612 493612 LECTURE SERIES 245350 245350 6539432 6045820 493612 0 1866650 3040345 227550 194281 110848163 114335566 207005 175717 113149368 117745909 0 0 X 113149368 117745909 113149368 117745909 113149368 117745909 -3512659 8109200 0 X X 0 1 X 1 0 X X 1 ALABAMA STATE UNIVERSITY 636001101 6 1 6045820 0 1 6045820 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 113149368 52104 10590257 5800470 245350 117745909 103676557 34443 12110321 2444848 227105 113149368 101922073 99770 4238846 2514884 69248 103676557 112873590 75693 -10097200 879826 50184 101922073 97937017 323658 15620975 933652 74408 112873590 0.00000 0.41640 0.58361 0 0 0 X 10642361 8109200 8109200 2533161 493612 493612 3026773 6045820 0 6045820 493612 493612 6539432 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(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES ENTITIES TO ASSESS THEIR UNCERTAIN TAX POSITIONS FOR THE LIKELIHOOD THAT THEY WOULD BE OVERTURNED UPON INTERNAL REVENUE SERVICE (IRS) EXAMINATION OR UPON EXAMINATION BY STATE TAXING AUTHORITIES. IN ACCORDANCE WITH THIS GUIDANCE, THE TRUST HAS DETERMINED THAT IT DOES NOT HAVE ANY POSITIONS AT JULY 31, 2025 AND 2024, THAT IT WOULD BE UNABLE TO SUBSTANTIATE. 1 ALABAMA STATE UNIVERSITY 915 S JACKSON ST MONTGOMERY AL 36104 636001101 115 5000000 0 N/A N/A GENERAL SUPPORT 1 0 SCHOLARSHIPS/GAP AWARDS 290 800470 0 N/A N/A PART I, LINE 2: ALL GRANT FUNDS ARE PAID IN SUPPORT OF THE CHARITABLE MISSION OF ALABAMA STATE UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE, THE SUPPORTED ORGANIZATION, OR INDIVIDUAL MEMBERS OF THE CHARITABLE CLASS BENEFITED BY THE ORGANIZATION. 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 C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ALABAMA STATE UNIVERSITY 915 S JACKSON ST MONTGOMERY AL 36104 636001101 EDUCATION AL 115 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0