2026-08-13T09:41:29-05:00 2025-09-30 PWC US TAX LLP 655 NEW YORK AVENUE NW SUITE 1100 WASHINGTON DC 20001 990 2024-10-01 237337238 CAPSTONE FOUNDATION % DANIEL T LAYZELL CAPS 2053484530 BOX 870136 TUSCALOOSA AL 35487 DANIEL T LAYZELL EVP, COO & TREASURER 2053484530 2026-08-12 true true MICHAEL D HOFFMAN P01345551 2024141000 2026-08-12 2024 2025-03-06 01:10:19Z DANIEL T LAYZELL BOX 870142 TUSCALOOSA AL 35487 6192005 false X N/A X 1973 AL TO PROVIDE SUPPORT TO AND ASSIST THE UNIVERSITY OF ALABAMA IN FULFILLING ITS MISSION OF TEACHING, RESEARCH AND SERVICE. 9 5 0 5 28851 4187 4015648 4147581 0 0 1834296 1384920 749568 659504 6599512 6192005 2488839 2196856 0 0 0 0 0 0 0 3191888 3704595 5680727 5901451 918785 290554 36605887 38169044 14636436 14592701 21969451 23576343 X TO PROVIDE SUPPORT TO AND ASSIST THE UNIVERSITY OF ALABAMA IN FULFILLING ITS MISSION OF TEACHING, RESEARCH AND SERVICE. false false 1642479 1642479 0 GIFTS TO THE UNIVERSITY OF ALABAMA FOR PURPOSES OF ACADEMIC AND STUDENT SERVICES SUPPORT. 3569110 0 630653 SUPPORT CONFERENCES, MEETINGS, AND BUSINESS ENTERTAINMENT AND OTHER PROFESSIONAL ENDEAVOURS FOR THE UNIVERSITY OF ALABAMA, TO ASSIST IN ITS RECRUITING AND DEVELOPMENT EFFORTS. 443084 443084 0 SCHOLARSHIPS GRANTED TO STUDENTS AT THE UNIVERSITY OF ALABAMA TO SUPPORT THEIR EDUCATIONAL ENDEAVORS. 97543 97543 0 GIFTS TO UNIVERSITY FOUNDATION 13750 13750 0 AGENCY GRANTS 2000 0 UBI TAX PAYMENTS 113293 111293 0 5767966 true true false false false false false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false false true false false false false true false false false true 46 0 true 0 true true false false false false true true false false false false false false X 9 5 false false false false false false false true true false false false true true true false false false false false X DANIEL T LAYZELL 2053484540 271 ROSE ADMIN BLDG TUSCALOOSA AL 35487 STUART BELL FORMER CHAIRMAN 0.0 40.0 X 0 906298 248845 DANA KEITH DIRECTOR 0.5 41.0 X 0 550832 73430 ROBERT D PIERCE II DIRECTOR 0.5 41.0 X 0 422787 80436 JIMMY WARREN DIRECTOR 0.5 40.5 X 0 226051 45014 DANIEL T LAYZELL DIRECTOR 0.5 41.5 X 0 167978 27668 ANDRE TAYLOR SR DIRECTOR 0.5 0.0 X 0 0 0 BAKER CROW DIRECTOR 0.5 0.0 X 0 0 0 KAREN BROOKS DIRECTOR 0.5 0.0 X 0 0 0 KAREN CAMPBELL DIRECTOR 0.5 0.0 X 0 0 0 PETER J MOHLER CHAIRMAN (START 7/25) 1.0 40.0 X X 0 0 0 0 2273946 475393 0 true true false 0 4147581 55579 4147581 0 650672 650672 0 0 0 0 0 734248 734248 734248 734248 0 0 0 0 0 0 0 0 0 CAPSTONE HOTEL K-1 900099 28851 0 28851 0 OTHER INCOME 900099 630653 630653 0 0 659504 6192005 630653 28851 1384920 1753772 1753772 443084 443084 0 0 0 0 0 0 0 0 0 0 66797 0 66797 0 0 0 46350 0 46350 0 154414 154414 51819 51819 0 0 466853 466853 0 0 11714 11714 0 0 0 25426 25426 0 0 259699 259699 0 0 0 1514533 1514533 0 0 0 0 10199 0 10199 0 0 BUSINESS ENTERTAINMENT 895199 895199 0 0 DUES & SUBSCRIPTIONS 121837 121837 0 0 AL CONSUMER USE TAX 2778 2778 0 0 UBI TAX PAYMENTS 2000 2000 0 0 74977 64838 10139 5901451 5767966 133485 0 241825 216385 0 0 173449 231204 0 0 0 0 0 0 160484 157926 0 0 195974 173563 1807727 10199 0 1797528 35773363 35524885 0 0 0 0 0 0 60792 67553 36605887 38169044 110935 70328 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14525501 14522373 14636436 14592701 X 2654511 3157943 19314940 20418400 21969451 23576343 36605887 38169044 X 290554 1214331 102007 X false true X true false X 4365295 4123551 3627145 4015648 4147581 20279220 0 0 0 0 0 0 0 0 0 0 0 0 4365295 4123551 3627145 4015648 4147581 20279220 861446 19417774 515495 654527 544359 597755 650672 2962808 0 0 0 0 0 0 226263 713518 790855 645657 659504 3035797 26277825 0 0.73894 0.74214 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2953796 26384 292907 25097 0 0 3247990 1692973 6 195318 158736 -1224235 0 2953796 1596060 0 102234 5321 0 0 1692973 1668932 0 -69462 3410 0 0 1596060 1408524 0 262089 1681 0 0 1668932 1.00000 false true true 187931 187931 1468694 10199 1458495 151102 0 151102 1797528 0 EMINENT SCHOLARS PROGRAM PAYABLE 11476252 ANNUITIES PAYABLE 2393035 DUE TO THE UNIVERSITY OF ALABAMA 653086 14522373 7937644 1214331 456298 102007 1772636 6165008 26997 26997 6192005 6330752 456298 456298 5874454 26997 26997 5901451 PART V, LINE 4: TO ASSIST AND AID THE UNIVERSITY OF ALABAMA IN FULFILLING AND PERFORMING ITS EDUCATIONAL, TRAINING AND RESEARCH PROGRAMS. PART XI, LINE 2D: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: $102,007 true THE UNIVERSITY OF ALABAMA BOX 870136 TUSCALOOSA AL 35487 636001138 501(C)(3) 1642479 N/A N/A EDUCATION THE UNIVERSITY FOUNDATION 500 UNIVERSITY BLVD E TUSCALOOSA AL 35401 630803491 501(C)(3) 97543 N/A N/A EDUCATION 2 0 STUDENT AID, SCHOLARSHIPS, AND AWARDS 251 443084 N/A N/A PT I, LINE 2 THE CAPSTONE FOUNDATION WORKS CLOSELY WITH THE UNIVERSITY OF ALABAMA TO ENSURE THAT GRANTS TO THE UNIVERSITY AND ITS STUDENTS ARE AWARDED AND USED IN ACCORDANCE WITH THE STATED PURPOSE OF THE PARTICULAR GIFT AND THE MISSION OF THE CAPSTONE FOUNDATION. false false false false false false false false false STUART BELL FORMER CHAIRMAN 0 901049 0 0 0 5249 0 152544 0 96301 0 1155143 0 0 DANA KEITH DIRECTOR 0 532914 0 0 0 17918 0 60411 0 13019 0 624262 0 0 DANIEL T LAYZELL DIRECTOR 0 167453 0 0 0 525 0 23263 0 4405 0 195646 0 0 JIMMY WARREN DIRECTOR 0 219760 0 0 0 6291 0 36904 0 8110 0 271065 0 0 ROBERT D PIERCE II DIRECTOR 0 418700 0 0 0 4087 0 56883 0 23553 0 503223 0 0 X 13 55579 FAIR MARKET VALUE 0 false true false PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS RECEIVED FROM DONORS HAS BEEN REPORTED IN COLUMN (B). PART VI, LINE 11B THE TAX RETURN IS PREPARED BY PWC US TAX LLP. THE RETURN IS REVIEWED BY UA TAX OFFICE PERSONNEL, UA Senior Associate VP for Finance and CFO, and Executive Vice President, Chief Operating Officer and Treasurer, WHO IS THE BOARD MEMBER WHO SIGNS THE RETURN. PART VI, LINE 12C Board members are required to disclose any potential conflicts of interest through the conflict of interest reporting software process. PART VI, LINE 15B THE CAPSTONE FOUNDATION DOES NOT HAVE EMPLOYEES OF ITS OWN AND DOES NOT PAY COMPENSATION TO ITS OFFICERS OR DIRECTORS. PART VI, LINE 19 A COPY OF THESE ITEMS WOULD BE PROVIDED TO A MEMBER OF THE PUBLIC UPON REQUEST. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS. PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE SUPPORT FOR UNIVERSITY OF ALABAMA TRAVEL, PROFESSIONAL FEES, PRINTING, DUES AND SUBSCRIPTIONS. SEE PART VII NA SEE PART VII NA false true true false false false false false false false false false true false false false false true false FORM 990, SCHEDULE R, PART II - NAMES OF RELATED ORGANIZATIONS: THE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. ALABAMA CARE NETWORK MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) AMERICAN SPORTS MEDICINE INSTITUTE, INC. (EXEMPT) ASCENSION VENTURES CORPORATION (C CORP) BAYLEY 56, LLC (LLC) BAYLEY CONDOMINIUM ASSOCIATION (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) CENTRAL ALABAMA ORTHOPEDIC AMBULATORY SURGERY CENTER, LLC (LLC) CHOCTAW INVESTMENT COMPANY, LLC (LLC) COMMERCIAL REAL ESTATE, LLC (LLC) CONTINUUMRX OF CENTRAL ALABAMA, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) COTTON EXCHANGE OF CULLMAN, LLC (LLC) CRIMSON TIDE FOUNDATION (EXEMPT) EASTSIDE P.E.T. CENTER, LLC (LLC) EASTSIDE VENTURES, INC. (C CORP) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) HEALTHNET OF ALABAMA, INC. (EXEMPT) MCS, LLC (LLC) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) OCCUPATIONAL HEALTH CLINIC, LLC (LLC) ONE NINETEEN GI ASC, LLC (LLC) OUTPATIENT SERVICES EAST, LTD. (LP) RIDGECREST STUDENT HOUSING, LLC (LLC) SETON PROPERTY CORPORATION OF NORTH ALABAMA (EXEMPT) SOUTHERN RESEARCH INSTITUTE (EXEMPT) ST. VINCENT'S AMBULATORY HEALTHCARE NETWORK LLC (LLC) ST. VINCENT'S BIRMINGHAM (EXEMPT) ST. VINCENT'S BLOUNT (EXEMPT) ST. VINCENT'S CHILTON, LLC (LLC) ST. VINCENT'S EAST (EXEMPT) ST. VINCENT'S HEALTH SYSTEM (EXEMPT) ST. VINCENT'S HOME MEDICAL SERVICES, LLC (LLC) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING II CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING III CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S NORTH TOWER CONDOMINIUM OWNER'S ASSOCIATION, INC. (EXEMPT) ST. VINCENT'S OUTPATIENT SURGERY SERVICES, LLC (LLC) ST. VINCENT'S P.E.T. CENTER, LLC (LLC) ST. VINCENT'S PHYSICIAN ALLIANCE, LLC (LLC) ST. VINCENT'S SLEEP DISORDER CENTER, LLC (LLC) ST. VINCENT'S ST. CLAIR, LLC (LLC) ST. VINCENT'S URGENT CARE, LLC (LLC) ST. VINCENT'S VOLUNTEER COUNCIL, LLC (LLC) STV CARDIOLOGY CLINIC, LLC (LLC) STV CARDIOTHORACIC SURGEONS, LLC (LLC) STV NEURO I, LLC (LLC) STV ORTHOPEDIC SURGEONS, LLC (LLC) STV ORTHOPEDICS CO MANAGEMENT, LLC (LLC) STV PRIMARY CARE EAST, LLC (LLC) STV PRIMARY CARE SPRINGVILLE, LLC (LLC) STV PULMONARY GROUP, LLC (LLC) STV SPORTS MEDICINE & ORTHOPEDICS, LLC (LLC) STVHS CARDIOLOGY CO MANAGEMENT, LLC (LLC) STVHS OB-GYN CO-MANAGEMENT, LLC (LLC) THE 1831 FOUNDATION (EXEMPT) THE ALABAMA "A" CLUB EDUCATIONAL AND CHARITABLE FOUNDATION (EXEMPT) THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE (EXEMPT) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE CAPSTONE FOUNDATION (EXEMPT) THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) THE KIRKLIN CLINIC, INC. (C CORP) THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) THE UAB DIABETES TRUST FOUNDATION (EXEMPT) THE UAB EDUCATIONAL FOUNDATION (EXEMPT) THE UAB RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA "A" CLUB ALUMNI ASSOCIATION (EXEMPT) THE UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EXEMPT) THE UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA RESEARCH FOUNDATION (EXEMPT) THE VALLEY FOUNDATION (EXEMPT) THE WORKPLACE, INC. (C CORP) TRITON HEALTH SYSTEMS, LLC (LLC) UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) UAB ATHLETICS FOUNDATION (EXEMPT) UAB CALLAHAN EYE HOSPITAL AUTHORITY (EXEMPT) UAB HEALTH SYSTEM AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (EXEMPT) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB SOUTHVIEW, LLC (LLC) UAB ST. VINCENT'S EMPLOYMENT AUTHORITY (C CORP) UAB ST. VINCENT'S FOUNDATION, INC. (EXEMPT) UAB ST. VINCENT'S HEALTH SYSTEM AUTHORITY (C CORP) UAB STV ORTHOPEDICS, LLC (LLC) UAB-SVHS, INC. (EXEMPT) UNIVERSAL HEALTH SERVICES (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VINCENTIAN PHYSICIAN SERVICES, LLC (LLC) VINCENTIAN VENTURES OF NORTH ALABAMA, INC. (C CORP) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)