2024-05-15T13:11:43-05:00 2023-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990 2023-01-01 631225003 COMMUNITY FOUNDATION OF WEST ALABAMA COMM 2053660698 PO BOX 3033 TUSCALOOSA AL 35403 GLENN TAYLOR OFFICER 2053660698 2024-05-14 1 GLENN TAYLOR 999009999 0 ROBERT L INGRAM JR P00001653 2053458440 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z GLENN TAYLOR PO BOX 3033 TUSCALOOSA AL 35403 3006049 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 3 0 0 0 2367125 1531166 0 0 295706 409576 -1545870 1055384 1116961 2996126 915698 1433733 0 0 112406 77584 0 0 0 195227 201027 1223331 1712344 -106370 1283782 15413835 17144123 3370503 3817009 12043332 13327114 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 133600 133600 FREEDOM FARM 105000 105000 LOVE, INC 100000 100000 FEED MY STARVING CHILDREN 1166446 1095133 OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. 1166446 1095133 1505046 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 3 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 1.00 X 0 0 0 SAM FAUCETT DIRECTOR 1.00 X 0 0 0 JAMES I HARRISON III DIRECTOR 0.50 X 0 0 0 PHYLLIS GAMBLE DIRECTOR 0.50 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 TREASURER 0.50 X 0 0 0 PAM PARKER DIRECTOR 0.50 X 0 0 0 CLAUDE EDWARDS DIRECTOR 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 DIRECTOR 1.00 X 0 0 0 DAVE PASS DIRECTOR 0.50 X 0 0 0 45008 0 0 0 0 0 0 0 15150 1516016 150483 1531166 409576 409576 7425 15150 9923 -2498 -2498 UNREALIZED HOLDING GAI 900003 954660 954660 INTERNAL FEE INCOME 900003 103222 103222 1057882 2996126 1467458 0 -2498 1433733 1433733 45008 22504 22504 26718 13359 13359 5858 2929 2929 12800 6400 6400 5614 2807 2807 6500 3250 3250 6962 6962 INTERNAL FEE 114122 114122 INVESTMENT EXPENSE 40090 40090 TECHNOLOGY 3702 3702 UTILITIES 3674 1837 1837 7563 7563 1712344 1505046 207298 0 96591 62993 15317169 17081055 75 75 15413835 17144123 3370503 3817009 3370503 3817009 X 11998332 13297114 45000 30000 12043332 13327114 15413835 17144123 1283782 0 X 0 1 X 1 0 X 1084182 767130 687843 542124 714035 3795314 1084182 767130 687843 542124 714035 3795314 475411 3319903 352614 215542 365243 295706 409576 1638681 101852 98756 124852 111646 110647 547753 5981748 0.55500 0.51810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72 8 1221886 14581 1340398 20222 7741897 371971 1 1 4362656 294699 579075 73114 37657 5125659 4971649 103344 -630580 60404 21353 4362656 4257361 200600 595084 45276 36120 4971649 3788337 169105 377996 49146 28931 4257361 3169049 89111 622529 56797 35555 3788337 0.16390 0.83610 0 0 0 SMARTBANK MONEY MARKET 31178 F BRYANT BANK MONEY MARKET 928416 F FIRST NATIONAL CENTRAL RDP 16996 F SMARTBANK CHECKING 8674 F RAYMOND JAMES 12473335 F RAYMOND JAMES-MORGAN KEEGAN 27529 F BRYANT BANK - CFWA RELIEF FUND 59057 F BRYANT BAN TUSC BIZ RELIEF FUND 1525 F MERRILL LYNCH 1444389 C RAYMOND JAMES MONEY MARKET 2089956 C 17081055 MISCELLANEOUS LIABILITIES 816 AGENCY ACCOUNTS 3814990 PAYROLL LIABILITIES 1203 3817009 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. 2023 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2023 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. 1 ALICEVILLE FIRST BAPTIST CHURCH 10000 0 GENERAL FUND AMERICAN CHRISTIAN ACADEMY 28500 0 GENERAL FUND BIG OAK RANCH 13000 0 GENERAL FUND CHRIST EPISCOPAL 47400 0 GENERAL FUND FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA 14750 0 GENERAL FUND FIRST UNITED METHODIST CHURCH OF TUSCALOOSA 14400 0 GENERAL FUND JOYCE SELLERS FOUNDATION 7500 0 GENERAL FUND SHELTON STATE COMMUNITY COLLEGE 6500 0 GENERAL FUND ST MARK METHODIST CHURCH 39000 0 GENERAL FUND UNITED WAY OF WEST ALABAMA 11000 0 GENERAL FUND UNIVERSITY OF ALABAMA 55825 0 GENERAL FUND WEST ALABAMA FOOD BANK 52600 0 GENERAL FUND BLACK WARRIOR COUNCIL BOY SCOUTS 7250 0 GENERAL FUND FREEDOM FARM 133600 0 GENERAL FUND PALMER HOME FOR CHILDREN 13000 0 GENERAL FUND PARA FOUNDATION TUSCALOOSA 16000 0 GENERAL FUND SAMARITAN'S PURSE 9000 0 GENERAL FUIND TRINITY PRESBYTERIAN CHURCH 59000 0 GENERAL FUND B CHARITABLE 71316 0 GENERAL FUND BLACK WARRIOR HERITAGE SOCIETY FUND 25000 0 GENERAL FUND CAMPUS CRUSADE FOR CHRIST 12400 0 GENERAL FUND CENTRAL ALABAMA COMMUNITY COLLEGE 7500 0 GENERAL FUND COMPETE 4 HIM MINISTRIES 8000 0 GENERAL FUND ELEVATE USA 50000 0 GENERAL FUND FAMILY COUNSELING SERVICES 62571 0 GENERAL FUND FEED MY STARVING CHILDREN 100000 0 GENERAL FUND GRACE PRESBYTERIAN CHURCH 14500 0 GENERAL FUND HARVARD BUSINESS SCHOOL 10000 0 GENERAL FUND JH RANCH 11538 0 GENERAL FUND LOVE INC 105000 0 GENERAL FUND MISSION INCREASE 10000 0 GENERAL FUND NEW EUROPE COMMUNICATIONS 10000 0 GENERAL FUND PRAYER COVENANT 12100 0 GENERAL FUND SABAN CENTER FOUNDATION 33148 0 GENERAL FUND SAV-A-LIFE OF TUSCALOOSA 10000 0 GENERAL FUND THE CHURCH AT TUSCALOOSA 90400 0 GENERAL FUND THE SALVATION ARMY 13000 0 GENERAL FUND UNIVERSITY OF ALABAMA AT BIRMINGHAM 10050 0 GENERAL FUND UNITED WAY OF ALABAMA 10000 0 GENERAL FUND UNIVERSITY OF NORTH ALABAMA 14162 0 GENERAL FUND YMCA OF TUSCALOOSA 21000 0 GENERAL FUND 41 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 150483 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