2026-09-15T13:35:30-05:00 2025-12-31 630933119 JAMISONMONEYFARMER PC PO BOX 2347 TUSCALOOSA AL 35403 990 2025-01-01 631225003 COMMUNITY FOUNDATION OF WEST ALABAMA COMM 2053660698 PO BOX 3033 TUSCALOOSA AL 35403 GLENN TAYLOR OFFICER 2053660698 2026-07-08 1 ROBERT L INGRAM JR P00001653 2053458440 2026-06-29 2025 GLENN TAYLOR PO BOX 3033 TUSCALOOSA AL 35403 13957578 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 2077360 11747353 0 0 596336 740614 1053951 1453528 3727647 13941495 1643226 1153342 0 0 75156 92036 0 0 0 245469 297397 1963851 1542775 1763796 12398720 19492749 33503993 4401838 6014363 15090911 27489630 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 50338 50338 CHILDREN'S HANDS-ON MUSEUM 87396 87396 THE CHURCH AT TUSCALOOSA 135335 135335 UNIVERSITY OF ALABAMA 960710 880274 OTHER PROGRAM SERVICES INCLUDE GRANTS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS. 960710 880274 1233779 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 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 PAST CHAIR 1.00 X X 0 0 0 GLENN TAYLOR PRESIDENT & CEO 20.00 X X 57746 0 0 MICHELE COLEY DIRECTOR 0.50 X 0 0 0 BRAD CROW DIRECTOR 0.50 X 0 0 0 PHYLLIS GAMBLE VICE CHAIRMAN 1.00 X X 0 0 0 JUDGE WADE DRINKARD DIRECTOR 0.50 X 0 0 0 SUSAN CORK DIRECTOR 0.50 X 0 0 0 MIKE MITCHELL DIRECTOR 0.50 X 0 0 0 LIBBY SHAW DIRECTOR 0.50 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 CHAIRMAN 2.00 X X 0 0 0 WILLIAM WALKER JR DIRECTOR 0.50 X 0 0 0 HEYWARD GOULD TREASURER 1.00 X X 0 0 0 57746 0 0 0 0 0 0 0 27975 11719378 585586 11747353 740614 740614 9149 27975 16083 -6934 -6934 UNREALIZED HOLDING GAIN (LOSS) 900003 1287807 1287807 INTERNAL FEE INCOME 900003 172655 172655 1460462 13941495 2201076 0 -6934 1153342 1153342 57746 28873 28873 28070 14035 14035 6220 3110 3110 13920 6960 6960 5112 2556 2556 6000 3000 3000 110 110 6533 6533 INTERNAL FEE 189055 189055 INVESTMENT EXPENSE 59140 59140 NEWSLETTER 4726 4726 UTILITIES 4314 2157 2157 8487 8487 1542775 1233779 308996 0 1 1 118396 191486 4319 3964 0 355 19374277 33312076 75 75 19492749 33503993 4401838 6014363 4401838 6014363 X 15054911 27450630 36000 39000 15090911 27489630 19492749 33503993 12398720 0 X 0 1 X 1 0 X 687843 542124 714035 1033426 1406312 4383740 687843 542124 714035 1033426 1406312 4383740 142146 4241594 365243 295706 409576 596336 740614 2407475 124852 111646 110647 145460 181804 674409 7465624 0.56810 0.55980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83 7 11449702 134599 981851 33626 19220041 632558 1 1 6596980 163052 890157 137865 64624 7447700 5125659 936233 675373 91835 48450 6596980 4362656 294699 579075 73114 37657 5125659 4971649 103344 -630580 60404 21353 4362656 4257361 200600 595084 45276 36120 4971649 0.36870 0.63130 0 0 4319 3964 355 355 BRYANT BANK MONEY MARKET 952839 F SMARTBANK CHECKING 8500 F RAYMOND JAMES 27578676 F RAYMOND JAMES-MORGAN KEEGAN 150386 F MERRILL LYNCH 1803962 C RAYMOND JAMES MONEY MARKET 2817713 C 33312076 AGENCY ACCOUNTS 6012245 PAYROLL LIABILITIES 2118 6014363 PART V, LINE 4: THERE ARE NINETEEN 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 FIFTEEN 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. 2025 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILIATION CANNOT BE DONE AT THIS TIME. 2025 FINANCIAL STATEMENT AUDIT IS CURRENTLY IN PROGRESS. X 0 AL BANQUET 37124 27975 9149 16083 37124 27975 9149 16083 16083 -6934 1 ALICEVILLE FIRST BAPTIST CHURCH 10000 0 GENERAL FUND AMERICAN CHRISTIAN ACADEMY 30422 0 GENERAL FUND ARTS 'N AUTISM 20000 0 GENERAL FUND BEST BUDDIES 15000 0 GENERAL FUND BIG OAK RANCH 11885 0 GENERAL FUND CAMPUS CRUSADE FOR CHRIST 12400 0 GENERAL FUND CHILDREN'S HANDS-ON MUSEUM 50338 0 GENERAL FUND CHRIST EPISCOPAL 48740 0 GENERAL FUND DCH FOUNDATION 19000 0 GENERAL FUND FEED MY STARVING CHILDREN 50000 0 GENERAL FUND FIRST PRESBYTERIAN CHURCH OF TUSCALOOSA 39242 0 GENERAL FUND FIRST UNITED METHODIST CHURCH OF TUSCALOOSA 7100 0 GENERAL FUND FREEDOM FARM 5100 0 GENERAL FUND FRIENDS OF HISTORIC NORTHPORT 10000 0 GENERAL FUND GRACE PRESBYTERIAN CHURCH 28000 0 GENERAL FUND HANK POORE FOUNDATION 5500 0 GENERAL FUND MIRACLE LEAGUE OF TUSCALOOSA 6000 0 GENERAL FUND MISSION INCREASE 10000 0 GENERAL FUND NORTHPORT BAPTIST CHURCH 7450 0 GENERAL FUND NORTHWEST ALABAMA MENTAL HEALTH CENTER 10000 0 GENERAL FUND PALMER HOME FOR CHILDREN 9000 0 GENERAL FUND SAMARITAN'S PURSE 6000 0 GENERAL FUIND SAMFORD UNIVERSITY 10000 0 GENERAL FUND SCHOOLYARD ROOTS 6000 0 GENERAL FUND SHELTON STATE COMMUNITY COLLEGE 20150 0 GENERAL FUND SOZO CHILDREN 8500 0 GENERAL FUND ST MARK METHODIST CHURCH 46000 0 GENERAL FUND THE CARTER CENTER 10000 0 GENERAL FUND THE CHURCH AT TUSCALOOSA 87396 0 GENERAL FUND THE PRAYER COVENANT 7500 0 GENERAL FUND THE SALVATION ARMY 6000 0 GENERAL FUND TUSCALOOSA COUNTY SCHOOL SYSTEM 7500 0 GENERAL FUND UA ADAPTED ATHLETICS 10000 0 GENERAL FUND UMD NEWMAN CATHOLIC CAMPUS MINISTRY 24500 0 GENERAL FUND UNITED WAY OF WEST ALABAMA 29200 0 GENERAL FUND UNIVERSITY OF ALABAMA 135335 0 GENERAL FUND UNIVERSITY OF ALABAMA AT BIRMINGHAM 10000 0 GENERAL FUND WOODLAND FORREST ELEMENTARY 10600 0 GENERAL FUND 38 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 15 8969413 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