Nonprofit · EIN 30-0069848
UNIVERSITY OF ALABAMA DONOR ADVISED FUND
Tax-exempt · TUSCALOOSA, AL 35487
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $953,117 | $489,265 | $463,852 | $8,133,056 | $750 | $8,132,306 |
| June 30, 2024 | 990 | $828,873 | $437,069 | $391,804 | $7,391,750 | $226 | $7,391,524 |
| June 30, 2023 | 990 | $784,745 | $537,638 | $247,107 | $6,495,581 | $0 | $6,495,581 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $500,000
- Program service revenue
- $0
- Investment income
- $453,117
- Net gain from sales of assets
- $120,536
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $405,115
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $37,517
- Program services (functional)
- $405,115
- Management and general (functional)
- $84,150
Balance sheet and other
- Total assets, start of year
- $7,391,750
- Total assets, end of year
- $8,133,056
- Total liabilities, end of year
- $750
- Net assets, end of year
- $8,132,306
- Publicly traded securities
- $7,466,423
- Gross receipts
- $953,117
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STUART R BELL | TRUSTEE Trustee or director | 1 | $0 | $906,298 | $248,845 |
| DANA KEITH | TRUSTEE Trustee or director | 1 | $0 | $550,832 | $73,430 |
| ROBERT D PIERCE II | TRUSTEE Trustee or director | 1 | $0 | $422,787 | $80,436 |
| CHERYL MOWDY | TRUSTEE (UNTIL 9/24) Trustee or director | 1 | $0 | $296,193 | $61,759 |
| DANIEL T LAYZELL | TRUSTEE (STARTING 9/24) Trustee or director | 1 | $0 | $167,978 | $27,668 |
| JOHN MCNEIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REBEKAH ELGIN-COUNCIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STUART R BELL | TRUSTEE Trustee or director | 1 | $0 | $887,063 | $240,719 |
| DANA KEITH | TRUSTEE Trustee or director | 1 | $0 | $531,255 | $68,766 |
| MATTHEW FAJACK | TRUSTEE (UNTIL 1/24) Trustee or director | 1 | $0 | $466,884 | $69,708 |
| ROBERT D PIERCE II | TRUSTEE Trustee or director | 1 | $0 | $406,116 | $74,973 |
| CHERYL MOWDY | TRUSTEE Trustee or director | 1 | $0 | $215,866 | $47,642 |
| JOHN MCNEIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REBEKAH ELGIN-COUNCIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STUART R BELL | TRUSTEE Trustee or director | 1 | $0 | $855,595 | $224,458 |
| DANA KEITH | TRUSTEE Trustee or director | 1 | $0 | $493,219 | $67,772 |
| MATTHEW FAJACK | TRUSTEE Trustee or director | 1 | $0 | $448,537 | $68,591 |
| ROBERT D PIERCE II | TRUSTEE Trustee or director | 1 | $0 | $385,337 | $71,559 |
| JOHN MCNEIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REBEKAH ELGIN-COUNCIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- BOX 870136, TUSCALOOSA, AL 35487-0001
- In care of
- % DANIEL T LAYZELL
- Principal officer (990 for 2024)
- DANIEL T LAYZELL, BOX 870142, TUSCALOOSA, AL 35487
- Signed the 990
- DANIEL T LAYZELL, EVP, COO&TREASURER
- Phone
- (205) 348-4540
- Return prepared by
- PWC US TAX LLP
Mission
SOME OR ALL OF THE CONTRIBUTIONS TO THE DONOR ADVISED FUND GO TO SUPPORT THE EDUCATION, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF ALABAMA. ANY REMAINING CONTRIBUTIONS MAY BE USED FOR THE BENEFIT OR SUPPORT OF OTHER CHARITABLE ORGANIZATIONS RECOMMENDED BY THE DONOR.
Program accomplishments
- GIFTS TO THE UNIVERSITY OF ALABAMA TO SUPPORT GENERAL SCHOLARSHIPSExpenses $367,082 · grants $367,082
- GIFTS TO OTHER PUBLIC CHARITABLE ORGANIZATIONS, AS FOLLOWS: AMERICAN MACULAR DEGENERATION FOUNDATION FOR SCHOLARSHIPS SHELTON STATE COMMUNITY COLLEGE FOR SCHOLARSHIPS CAL STATE FOR SCHOLARSHIPS BEVILL STATE COMMUNITY COLLEGE FOR SCHOLARSHIPSExpenses $38,033 · grants $38,033
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0069848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B123)
- Assets (IRS master file)
- $8,133,056
- Income (IRS master file)
- $953,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $953,117 | $489,265 | $8,133,056 | IRS |
| 990 | June 2024 | $828,873 | $437,069 | $7,391,750 | IRS |
| 990 | June 2023 | $784,745 | $537,638 | $6,495,581 | XML |
| 990 | June 2022 | $1,002,177 | $557,601 | $5,909,530 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0069848).
Questions about UNIVERSITY OF ALABAMA DONOR ADVISED FUND
- What is the EIN of UNIVERSITY OF ALABAMA DONOR ADVISED FUND?
- The employer identification number (EIN) of UNIVERSITY OF ALABAMA DONOR ADVISED FUND is 30-0069848.
- Is UNIVERSITY OF ALABAMA DONOR ADVISED FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to UNIVERSITY OF ALABAMA DONOR ADVISED FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNIVERSITY OF ALABAMA DONOR ADVISED FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF ALABAMA DONOR ADVISED FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF ALABAMA DONOR ADVISED FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF ALABAMA DONOR ADVISED FUND?
- The 990 for the year ended June 30, 2025 names DANIEL T LAYZELL.
- Who are the officers and directors of UNIVERSITY OF ALABAMA DONOR ADVISED FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF ALABAMA DONOR ADVISED FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $953,117, expenses of $489,265 and total assets of $8,133,056 at year end.
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