Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2100 1ST AVENUE NORTH No 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35203
D Employer identification number

63-1209631
E Telephone number

G Gross receipts $ 332,039,405
F Name and address of principal officer:
CHRISTOPHER NANNI
2100 1ST AVENUE NORTH No 700
BIRMINGHAM,AL35203
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.foundationbirmingham.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet8143
K Form of organization:  
L Year of formation: 1997
M State of legal domicile: AL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WE DRIVE positive CHANGE THROUGH GRANTS, CONVENING & LEADING, LEVERAGING GIFTS FOR THE community.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 22
6 Total number of volunteers (estimate if necessary) ............. 6 26
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 73,354
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -26,007
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 15,293,399 75,836,055
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,100,693 12,142,556
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 194,690 104,142
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 24,588,782 88,082,753
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 13,973,881 17,904,206
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,275,365 1,303,434
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,079,342    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,540,161 2,686,096
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,789,407 21,893,736
19 Revenue less expenses. Subtract line 18 from line 12....... 7,799,375 66,189,017
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 194,240,571 247,388,698
21 Total liabilities (Part X, line 26)............. 3,256,748 3,919,241
22 Net assets or fund balances. Subtract line 21 from line 20..... 190,983,823 243,469,457
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: The Community Foundation of Greater Birmingham drives positive change through grantmaking, convening and leading, as we leverage donor giving to meet community needs forever.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 15,190,168 including grants of $ 13,950,715 ) (Revenue $ 6,000 )
The Community Foundation leverages gifts and bequests and works to improve the life of the Greater Birmingham region in partnership with grants from Donor Advised, Designated, Field of Interest and Scholarship Funds.
4b (Code:   ) (Expenses $ 4,779,793 including grants of $ 3,953,491 ) (Revenue $ 7,730 )
With its flexible funds, the Community Foundation of Greater Birmingham strives to drive positive change in our five-county area by supporting programs, projects and capital improvements that will have a profound impact on a broad range of important issues and areas of community life, including improvements in education and health, vibrant communities with arts and cultural opportunities and economic security for individuals and families.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet19,969,961
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
10
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
22
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
3
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletWENDY RODDE2100 1ST AVENUE N STE 700   BIRMINGHAM,AL35203 (205) 327-3815
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ROBERT HOLMES JR......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(2) gregory p butrus......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(3) Neal R Berte EdD......................................................................
Director
1.00
.................
 
X           0 0 0
(4) yolanda n sullivan......................................................................
Director
0.75
.................
 
X           0 0 0
(5) John Alex Floyd Jr......................................................................
Director
1.50
.................
 
X           0 0 0
(6) Jay Grinney......................................................................
Director
0.50
.................
 
X           0 0 0
(7) Kathryn D Harbert......................................................................
Director
1.00
.................
 
X           0 0 0
(8) Ronne M Hess......................................................................
Director
1.75
.................
 
X           0 0 0
(9) MIKE LUCE......................................................................
DIRECTOR
0.75
.................
 
X           0 0 0
(10) sanjay singh......................................................................
Director
0.75
.................
 
X           0 0 0
(11) Kathryn W Miree......................................................................
BOARD CHAIR
1.75
.................
 
X           0 0 0
(12) G Ruffner Page......................................................................
Director
1.00
.................
 
X           0 0 0
(13) Larry D Thornton Sr......................................................................
Director
0.75
.................
 
X           0 0 0
(14) Cameron McDonald VowellPhD......................................................................
Director
1.75
.................
 
X           0 0 0
(15) Ray Watts MD......................................................................
Director
0.50
.................
 
X           0 0 0
(16) Lloyd Wilson......................................................................
Director
0.75
.................
 
X           0 0 0
(17) Dee Woodham......................................................................
Director
1.75
.................
 
X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) hillery head........................................................................
dIRECTOR
0.25
.......................  
X           0 0 0
(19) Wendy Rodde........................................................................
Chief Financial Officer
40.00
.......................  
    X       91,106 0 9,380
(20) christopher nanni........................................................................
president/ceo
40.00
.......................  
    X       146,192 0 17,158




















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 237,298 0 26,538
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 75,836,055
g Noncash contributions included in lines 1a-1f:$ 7,243,436
h Total.Add lines 1a-1f.......MediumBullet 75,836,055
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 4,751,138     4,751,138
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 82,142   73,354 8,788
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   251,348,070
b Less: cost or other basis and sales expenses   243,956,652
c Gain or (loss)   7,391,418
d Net gain or (loss).....MediumBullet 7,391,418     7,391,418
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Miscellaneous income 900099 22,000 11,000   11,000
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 22,000
12 Total revenue. See Instructions......MediumBullet 88,082,753 11,000 73,354 12,162,344
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 17,722,858 17,722,858
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 177,348 177,348
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 4,000 4,000
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 264,074 65,398 133,278 65,398
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 788,146 294,380 166,746 327,020
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 40,151 12,761 16,938 10,452
9 Other employee benefits ....... 137,570 42,975 46,589 48,006
10 Payroll taxes ........... 73,493 24,987 21,076 27,430
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,059 1,466 2,024 1,569
c Accounting ........... 47,949 4,795 28,769 14,385
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 799,743 255,918 239,923 303,902
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 12,265 3,646 3,646 4,973
12 Advertising and promotion .... 6,694     6,694
13 Office expenses ....... 26,950 7,664 8,345 10,941
14 Information technology ...... 51,857 17,377 8,580 25,900
15 Royalties ..        
16 Occupancy ........... 97,570 33,295 27,851 36,424
17 Travel ............ 4,177 774 2,883 520
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 3,017 1,466 744 807
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 242,281 77,653 72,838 91,790
23 Insurance ... 9,294 3,383 2,220 3,691
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a INITIATIVES/GRANT CYCLE 1,172,834 1,172,834    
b ROYALTY PRODUCTION EXPE 97,146 31,087 29,144 36,915
c dues/subscriptions 28,744 2,502 19,884 6,358
d Sponsorship/donor relat 28,009     28,009
e All other expenses 52,507 11,394 12,955 28,158
25 Total functional expenses. Add lines 1 through 24e 21,893,736 19,969,961 844,433 1,079,342
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 6,502,294 2 6,518,712
3 Pledges and grants receivable, net ...... 1,376,280 3 829,536
4 Accounts receivable, net ............. 3,000 4 4,595
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 23,620 9 28,467
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 225,933
b Less: accumulated depreciation 10b 206,307 24,755 10c 19,626
11 Investments—publicly traded securities . 170,443,029 11 226,080,003
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 15,867,593 15 13,907,759
16 Total assets. Add lines 1 through 15 (must equal line 34)... 194,240,571 16 247,388,698
Liabilities 17 Accounts payable and accrued expenses ..... 28,576 17 7,405
18 Grants payable ... 3,156,097 18 3,839,496
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 72,075 25 72,340
26 Total liabilities. Add lines 17 through 25.. 3,256,748 26 3,919,241
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 168,279,490 27 223,776,143
28 Temporarily restricted net assets ........... 6,331,366 28 3,861,732
29 Permanently restricted net assets 16,372,967 29 15,831,582
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 190,983,823 33 243,469,457
34 Total liabilities and net assets/fund balances ........ 194,240,571 34 247,388,698
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
88,082,753
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
21,893,736
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
66,189,017
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
190,983,823
5
Net unrealized gains (losses) on investments ...............
5
-12,960,181
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-743,202
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
243,469,457
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 13,698,002 23,947,276 13,827,494 15,293,399 75,836,055 142,602,226
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 13,698,002 23,947,276 13,827,494 15,293,399 75,836,055 142,602,226
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 63,993,982
6 Public support. Subtract line 5 from line 4. 78,608,244
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 13,698,002 23,947,276 13,827,494 15,293,399 75,836,055 142,602,226
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 4,193,775 4,595,103 4,856,894 4,934,583 4,833,280 23,413,635
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 94,872 12,721 59,630 27,734 22,000 216,957
11 Total support. Add lines 7 through 10. 166,232,818
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
47.290 %
15
15
60.980 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number
63-1209631
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................    
c Total lobbying expenditures (add lines 1a and 1b) .......................................................................    
d Other exempt purpose expenditures .........................................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
30,000
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
966
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
1,519
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
32,485
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .... 249 229
2 Aggregate value of contributions to (during year) 72,838,899 3,100,631
3 Aggregate value of grants from (during year) 11,458,870 6,445,336
4 Aggregate value at end of year .... 144,209,433 88,074,988
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 92,002,708 90,478,953 79,985,371 66,475,493 68,920,761
b Contributions ... 2,607,493 2,134,493 3,903,382 10,668,062 1,093,086
c Net investment earnings, gains, and losses -826,944 4,055,854 10,034,695 5,583,355 83,305
d Grants or scholarships ... 3,400,146 3,913,406 2,787,491 2,141,056 3,050,040
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 780,510 753,186 657,004 600,483 571,619
g End of year balance ...... 89,602,601 92,002,708 90,478,953 79,985,371 66,475,493
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet81.000 %
b
Permanent endowment SchDMd Bullet18.000 %
c
Temporarily restricted endowment SchDMd Bullet1.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements        
d Equipment ...   65,539 56,410 9,129
e Other ...   160,394 149,897 10,497
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 19,626
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) Interest receivable 511,158
(2) Receivable from split interests 2,282,975
(3) Interest in perpetual trusts 10,753,220
(4) Charitable gift annuities 360,406
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 13,907,759
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Annuity payment liability 57,532
ACCRUED VACATION 14,808
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 72,340
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 74,259,333
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -12,334,724
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -541,385
e Add lines 2a through 2d ..................... 2e -12,876,109
3 Subtract line 2e from line 1.................. 3 87,135,442
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 947,311
c Add lines 4a and 4b.................... 4c 947,311
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 88,082,753
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 20,554,659
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 202,473
e Add lines 2a through 2d.................... 2e 202,473
3 Subtract line 2e from line 1................... 3 20,352,186
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 1,541,550
c Add lines 4a and 4b..................... 4c 1,541,550
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 21,893,736

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: ALL ENDOWED FUNDS ARE TO BE USED FOR GRANTMAKING OR COMMUNITY INITIATIVES IN PERPETUITY.
Part X, Line 2: The Foundation adheres to the provisions of GAAP relating to uncertainty in income taxes. Such provisions require 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 these provisions, the Foundation has determined that it does not have any positions at December 31, 2015, that it would be unable to substantiate. The Foundation has filed its tax returns through December 31, 2014. The tax returns for years ended December 31, 2012, and thereafter are subject to audit by the taxing authorities.
Part XI, Line 2d - Other Adjustments: GAIN/(LOSS) ON INTEREST IN PERPETUAL TRUST -541,385.
Part XI, Line 4b - Other Adjustments: REVENUE ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 947,311.
Part XII, Line 2d - Other Adjustments: EXPENSES REPORTED BY CHARITABLE REAL ESTATE FOUNDATION EIN 20-1560119 655. ACTUARIAL GAIN/(LOSS) ON ANNUITY OBLIGATION 201,818.
Part XII, Line 4b - Other Adjustments: EXPENSES ON RETURN NOT ON AUDIT RELATED TO AGENCY ENDOWMENT FUNDS 1,541,550.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number
63-1209631
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) 21st Century Leaders
126 New Street Suite B
Decatur,GA30030
58-1820875 501(c)(3) 19,500   N/A N/A General Support & Special Programs
(2) A Education Partnership
PO Box 4433
Montgomery,AL36103
63-1050676 501(c)(3) 30,000   N/A N/A General Support
(3) Access Fund
207 Canyon Blvd Suite 201S
Boulder,CO80302
94-3131165 501(c)(3) 34,000   N/A N/A To help support the improvements to four greater-Birmingham climbing destina
(4) Advent Episcopal Day School
2019 6th Avenue North
Birmingham,AL35203
63-0505650 501(c)(3) 9,000   N/A N/A General Support
(5) Alabama Animal Adoption Society
2808 Crescent Avenue
Birmingham,AL35209
57-0656655 501(c)(3) 5,769   N/A N/A General Support
(6) Alabama Appleseed Center for Law & Justice
PO Box 4864
Montgomery,AL361030086
06-1647437 501(c)(3) 34,500   N/A N/A General Support & Predatory Lending Reform
(7) Alabama Archives & Historical Foundation
624 Washington Ave
Montgomery,AL361300100
69-0010829 501(c)(3) 16,200   N/A N/A General Support
(8) Alabama Childhood Food Solutions Inc
205 Old Home Place
Alpine,AL35014
45-4817150 501(c)(3) 35,100   N/A N/A To help with the purchase of a van and equipment, along with general support
(9) Alabama Coalition for Public Charter Schools
209 20th Street North Box 128
Birmingham,AL35203
46-3827127 501(c)(3) 27,500   N/A N/A General Support
(10) Alabama Educational Television Foundation AuthorityAlabama Public Televisi
2112 11th Ave S STE 400
Birmingham,AL352052884
63-6050895 501(c)(3) 7,616   N/A N/A General Support
(11) Alabama Environmental Council
2027 Second Avenue North
Birmingham,AL35203
23-7044787 501(c)(3) 35,000   N/A N/A General Support & Special Projects
(12) Alabama Forever
PO Box 130935
Birmingham,AL35213
45-2395085 501(c)(3) 16,500   N/A N/A General Support
(13) Alabama Giving
PO Box 530727
Birmingham,AL352530727
48-1266328 501(c)(3) 5,000   N/A N/A General Support
(14) Alabama Holocaust Foundation
PO Box 130805
Birmingham,AL35213
72-1498489 501(c)(3) 10,000   N/A N/A General Support
(15) Alabama Humanities Foundation
1100 Ireland Way
Birmingham,AL352057001
63-0787109 501(c)(3) 5,700   N/A N/A General Support & Scholarship Funding
(16) Alabama Policy Institute
402 Office Pk Dr STE 300
Birmingham,AL35223
63-0809568 501(c)(3) 7,500   N/A N/A General Support
(17) Alabama Possible
PO Box 55058
Birmingham,AL35255
58-2074080 501(c)(3) 56,250   N/A N/A General Support & Special Programs
(18) Alabama School of Fine Arts Foundation
1800 8th Ave North
Birmingham,AL35203
51-0196130 501(c)(3) 53,500   N/A N/A General Support & Special Programs
(19) Alabama Sheriffs' Youth Ranches
PO Box 240009
Montgomery,AL36124
63-0475713 501(c)(3) 7,000   N/A N/A General Support for St. Clair
(20) Alabama Symphonic Association
3621 6th Avenue South
Birmingham,AL35222
63-1103036 501(c)(3) 160,811   N/A N/A General Support & Special Projects
(21) Alabama Wildlife Center
100 Terrace Drive
Pelham,AL35124
63-0813173 501(c)(3) 7,269   N/A N/A General Support
(22) Alabaster City Schools Board of Education
1953 Municipal Way Suite 200
Alabaster,AL35007
46-1635120 School/Col 25,000   N/A N/A To help support a summer mobile feeding unit over 1 year
(23) Alarm
1801 Christian Street
Birmingham,AL35235
20-1477967 501(c)(3) 46,000   N/A N/A General Support & Special Programs
(24) Alcohol and Drug Abuse Council
P O Box 55912
Birmingham,AL352555912
23-7302933 501(c)(3) 5,591   N/A N/A General Support
(25) Aldridge Botanical Gardens
3530 Lorna Road
Birmingham,AL35216
63-1207156 501(c)(3) 6,000   N/A N/A General Support
(26) Alma FoundationNicks Kids Foundation
PO Box 870323
Tuscaloosa,AL35487
65-0802996 501(c)(3) 6,000   N/A N/A General Support
(27) ALS Association-AL Chapter
PO Box 2888
Huntsville,AL358042888
20-2218566 501(c)(3) 11,500   N/A N/A General Support
(28) Alzheimer's of Central Alabama
PO Box 2273
Birmingham,AL35201
63-1068096 501(c)(3) 27,000   N/A N/A General Support
(29) American Cancer Society
1100 Ireland Way STE 201
Birmingham,AL352057001
64-0329009 501(c)(3) 6,400   N/A N/A General Support & Special Programs
(30) American Heart Association
1449 Medical Park Drive
Birmingham,AL35213
13-5613797 501(c)(3) 26,000   N/A N/A General Support
(31) American Opinion Foundation
750 N Hickory Farm Lane
Appleton,WI54914
20-3968122 501(c)(3) 25,000   N/A N/A John Birch Society Foundation
(32) Amistad Mission
PO Box 23030
Nashville,TN37202
63-1011215 501(c)(3) 22,000   N/A N/A General Support
(33) Animal Shelter of Pell City
PO Box 566
Pell City,AL35125
63-1149326 501(c)(3) 10,000   N/A N/A General Support & SNAP
(34) Arc of Walker County
745 Russell Dairy Rd
Jasper,AL35503
63-0760044 501(c)(3) 35,000   N/A N/A To help support the replacement of the Children's Program drive-through awni
(35) ARISE Citizens' Policy Project
PO Box 1188
Montgomery,AL361010612
63-1186365 501(c)(3) 11,100   N/A N/A General Support
(36) Arthritis Foundation-Alabama Chapter
500 Office Park Drive Suite 200
Birmingham,AL35223
63-0435061 501(c)(3) 15,000   N/A N/A General Support
(37) Ashland First United Methodist Church
PO Box 305
Ashland,AL36251
63-0843032 Church/Syn 16,300   N/A N/A To help support the Food Bank and BackPackSnax Programs
(38) Auburn University
317 South College Street
Auburn University,AL36849
63-6000724 School/Col 5,799   N/A N/A General Support & Scholarship Funding
(39) Auburn University Foundation
415 W Magnolia Suite 130
Auburn,AL36849
63-6022422 501(c)(3) 52,500   N/A N/A Scholarship Funding & Endowment Support
(40) Ballard House Project
1420 7th Avenue North
Birmingham,AL35203
45-3971768 501(c)(3) 25,000   N/A N/A Support for the Community Oral History Project
(41) Baptist Health Foundation
PO Box 830605
Birmingham,AL352830605
63-6062097 501(c)(3) 38,721   N/A N/A General Support
(42) Baylor School
171 Baylor School Road
Chattanooga,TN37405
62-0126365 501(c)(3) 54,000   N/A N/A General Support
(43) Bell Center for Early Intervention Programs
1700 29th Court South
Birmingham,AL35209
63-1244330 501(c)(3) 16,961   N/A N/A General Support & Special Programs
(44) Better Basics
211 Summit Parkway Suite 108
Birmingham,AL35209
63-1106040 501(c)(3) 8,350   N/A N/A General Support
(45) Big Oak Ranch
P O Box 507
Springville,AL35146
23-7413017 501(c)(3) 11,888   N/A N/A General Support & Endowments
(46) Birmingham AIDS Outreach Inc
205 32nd Street South
Birmingham,AL35233
63-0948495 501(c)(3) 57,700   N/A N/A General Support & Special Programs
(47) Birmingham Athletic Partnership
PO Box 10163
Birmingham,AL352020163
94-3423843 501(c)(3) 45,500   N/A N/A General Support
(48) Birmingham Botanical SocietyFriends of Birmingham Botanical Garden
2612 Lane Park Road
Birmingham,AL35223
63-0495111 501(c)(3) 171,081   N/A N/A General Support & Special Projects
(49) Birmingham Boys Choir Foundation
3205 Monte DEste Way
Birmingham,AL35216
23-7378251 501(c)(3) 6,250   N/A N/A General Support
(50) Birmingham Chamber Music Society
3612 Oakdale Road
Birmingham,AL35223
23-7301693 501(c)(3) 22,500   N/A N/A General Support
(51) Birmingham Civil Rights Institute
520 16th Street North
Birmingham,AL35203
58-1892067 501(c)(3) 32,000   N/A N/A General Support & Executive Search Process
(52) Birmingham East Rotary Foundation
475 Woodward Road
Trussville,AL35173
63-1160522 501(c)(3) 18,875   N/A N/A Scholarship Funding & General Support
(53) Birmingham Education Foundation
PO Box 1476
Birmingham,AL35201
26-4685144 501(c)(3) 70,086   N/A N/A General Support & Special Programs
(54) Birmingham History Center
310 18th Street N STE 401
Birmingham,AL35203
20-0889261 501(c)(3) 19,000   N/A N/A General Support & Special Projects
(55) Birmingham International Center
1500 1st Avenue N Unit 98
Birmingham,AL35203
63-0706702 501(c)(3) 9,330   N/A N/A General Support
(56) Birmingham Jewish Federation
PO Box 130219
Birmingham,AL35213
63-1045456 501(c)(3) 10,400   N/A N/A General Support
(57) Birmingham Kiwanis Foundation
2019 4th Avenue North
Birmingham,AL35203
63-6056848 501(c)(3) 5,500   N/A N/A General Support
(58) Birmingham Landmarks
1817 3rd Ave North
Birmingham,AL35203
63-0958984 501(c)(3) 125,756   N/A N/A To support the Lyric Theatre
(59) Birmingham Museum of Art
2000 Rev Abraham Woods Jr Blvd
Birmingham,AL35203
23-7335853 501(c)(3) 148,723   N/A N/A General Support
(60) Birmingham Music Club
PO Box 10486
Birmingham,AL35202
63-0369767 501(c)(3) 5,000   N/A N/A General Support
(61) Birmingham Southern College
Box 549003
Birmingham,AL35254
63-0288811 501(c)(3) 533,909   N/A N/A General Support, Scholarship Funding & Special Programs
(62) Birmingham Zoo Inc
2630 Cahaba Road
Birmingham,AL35223
62-1231591 501(c)(3) 228,500   N/A N/A General Support & Special Projects
(63) Black Warrior Riverkeeper
712 37th Street South
Birmingham,AL35222
72-1537394 501(c)(3) 16,732   N/A N/A General Support
(64) Blount Co Education Foundation Inc
PO Box 603
Oneonta,AL35121
63-1215348 501(c)(3) 26,000   N/A N/A To help provide a healthy breakfast & lunch meals to summer program students
(65) Blount County Commission
220 2nd Avenue East
Oneonta,AL35121
63-6001422 501(c)(3) 25,000   N/A N/A To help support the restoration of a 1940's Fire Tower located at Palisades
(66) Blountsville Historical Park
PO Box 232
Blountsville,AL35031
63-1155307 501(c)(3) 15,000   N/A N/A To support the ACCESS for ALL program
(67) Boy Scouts of America-Greater AL Council
PO Box 43307
Birmingham,AL352430307
22-1576300 501(c)(3) 61,865   N/A N/A General Support
(68) Boys & Girls Clubs of Metro Denver Inc
2017 West 9th Ave
Denver,CO80204
84-0510404 501(c)(3) 5,500   N/A N/A General Support
(69) Breast Cancer Research Foundation of Alabama
PO Box 531225
Birmingham,AL35253
63-1162650 501(c)(3) 8,020   N/A N/A General Support
(70) Briarwood Presbyterian Church
2200 Briarwood Way
Birmingham,AL35243
63-0653634 501(c)(3) 5,250   N/A N/A General Support & World Missions
(71) Brother Bryan's Mission
PO Box 11160
Birmingham,AL35202
63-0322672 501(c)(3) 23,765   N/A N/A General Support
(72) Cahaba River Society
2717 7th Ave S STE 205
Birmingham,AL35233
63-0987276 501(c)(3) 10,317   N/A N/A General Support
(73) Cahaba Riverkeeper
4650 Old Looney Mill Rd
Birmingham,AL35243
26-2623785 501(c)(3) 19,815   N/A N/A General Support
(74) Cahaba Valley Health Care Inc
1515 6th Ave South
Birmingham,AL35233
63-1254350 501(c)(3) 9,500   N/A N/A General Support & Special Programs
(75) Camp Smile-A-Mile
PO Box 550155
Birmingham,AL35255
63-0907544 501(c)(3) 8,000   N/A N/A General Support
(76) Canterbury United Methodist Church
P O Box 130699
Birmingham,AL352130699
63-0329624 Church/Syn 54,715   N/A N/A General Support & Special Projects
(77) Cathedral Church of the Advent
2017 6th Ave North
Birmingham,AL35203
63-0288824 501(c)(3) 177,720   N/A N/A General Support & Special Projects
(78) Catholic Family ServicesDiocese of Birmingham AL
1515 12th Ave South
Birmingham,AL35205
63-0581368 501(c)(3) 30,600   N/A N/A General Support & Special Projects
(79) Center for Executive Leadership
200 Union Hill Drive STE 200
Birmingham,AL35209
63-1263584 501(c)(3) 20,000   N/A N/A General Support & Special Programs
(80) Charitable Resource Group
2 Metroplex Drive Suite 202
Birmingham,AL35209
26-0361630 501(c)(3) 15,000   N/A N/A General Support
(81) Chatham Hall
800 Chatham Hall Circle
Chatham,VA245313085
54-0505878 501(c)(3) 27,500   N/A N/A General Support
(82) Children's Aid Society
2141 14th Avenue South
Birmingham,AL35205
63-0288823 501(c)(3) 11,750   N/A N/A General Support
(83) Children's Harbor
1 Our Childrens Highway
Alexander City,AL350108620
57-0892070 501(c)(3) 78,800   N/A N/A General Support & Special Programs
(84) Children's of Alabama
1600 7th Ave South
Birmingham,AL35233
63-0307306 501(c)(3) 42,190   N/A N/A General Support & Special Programs
(85) Christian Advocates Serving Evangelism Inc
PO Box 90555
Washington,DC200900555
94-3037261 501(c)(3) 20,000   N/A N/A General Support
(86) Church of the Redeemer
222 S Palm Ave
Sarasota,FL34236
59-0751911 501(c)(3) 20,000   N/A N/A Counseling Services
(87) Cincinnati Children's Hospital Medical Center
PO Box 5202
Cincinatti,OH452015202
31-0833936 501(c)(3) 6,023   N/A N/A General Support
(88) City of Midfield
725 Bessemer Super Highway
Birmingham,AL35228
63-6004105 Government 48,000   N/A N/A To help support the improvement of lighting at Midfield Parks over two years
(89) Clayton Dabney Foundation for Kids With Cancer
6500 Greenville Ave Suite 342
Dallas,TX75206
75-2641482 501(c)(3) 10,000   N/A N/A General Support
(90) Collat Jewish Family Services
3940 Montclair Rd 205
Birmingham,AL352132416
63-1015318 501(c)(3) 46,750   N/A N/A General Support & Special Programs
(91) College Foundation of the University of Virginia
PO Box 400807
Charlottesville,VA22904
54-2009312 501(c)(3) 15,500   N/A N/A General Support & Special Programs
(92) Community Action Agency of Northeast AL Inc
PO Box 1487
Rainsville,AL35986
63-6053512 501(c)(3) 20,000   N/A N/A To help support the Job Shadowing program by purchasing laptops, tv's and he
(93) Community Food Bank of Central Alabama
107 Walter Davis Drive
Birmingham,AL35209
63-0837956 501(c)(3) 92,410   N/A N/A General Support & Special Programs
(94) Community Foundation of Greater Chattanooga
1270 Market Street
Chattanooga,TN374024803
62-6045999 501(c)(3) 103,500   N/A N/A To establish a new fund & support special programs
(95) Community Foundation of Northwest Florida Inc
17 West Cedar Street Suite 3
Pensacola,FL32502
59-3371653 501(c)(3) 10,000   N/A N/A To support special fund activities
(96) Community Foundation of Palm Beach & Martin County
700 S Dixie Hwy Suite 200
West Palm Beach,FL33401
23-7181875 501(c)(3) 6,000   N/A N/A To support special fund activities
(97) Community Foundation of South Alabama
PO Box 990
Mobile,AL366010990
63-0695166 501(c)(3) 58,000   N/A N/A Special fund activities & scholarship funding
(98) Community Foundation of Tampa Bay
550 N Reo St Suite 301
Tampa,FL33609
59-3001853 501(c)(3) 50,000   N/A N/A To support special fund activities
(99) Community Grief Support Service
1119 Oxmoor Road
Homewood,AL35209
63-1178251 501(c)(3) 16,700   N/A N/A General Support & Special Programs
(100) Community of Hope Health Clinic
P O Box 177
Pelham,AL34124
26-1570338 501(c)(3) 12,000   N/A N/A To support the Medical IT upgrade at Community of Hope Health Clinic.
(101) Community Partnership of Alabama
PO Box 320189
Birmingham,AL352320189
27-1801693 501(c)(3) 14,900   N/A N/A Special Programs
(102) Community Services for Vision Rehabilitation
600 Bel Air Blvd Suite 110
Mobile,AL36606
84-1669407 501(c)(3) 30,000   N/A N/A General Support
(103) Conservative Caucus Research Analysis and Education Foundation
92 Main Street Ste 202-8
Warrenton,VA20186
51-0206842 501(c)(3) 25,000   N/A N/A General Support
(104) Cooperative Downtown MinistriesOld Firehouse Shelter
PO Box 11722
Birmingham,AL35202
63-0884164 501(c)(3) 5,000   N/A N/A General Support
(105) Coosa Riverkeeper
13521 Old Hwy 280 Suite 133
Birmingham,AL35242
27-3430200 501(c)(3) 50,732   N/A N/A General Support
(106) Cornerstone Schools of Alabama
PO Box 320309
Birmingham,AL35232
63-0948472 501(c)(3) 177,050   N/A N/A General Support & Special Programs
(107) Covenant Presbyterian Church
65 Old Montgomery Hwy
Homewood,AL35209
63-0753393 501(c)(3) 39,000   N/A N/A General Support & Special Programs
(108) Covered Bridge Players
413C 6th Street South
Oneonta,AL35121
46-3190631 501(c)(3) 5,000   N/A N/A To help support the purchase of light fixtures for the theatre.
(109) Creative Montessori School
1650 28th Court South
Birmingham,AL35209
63-0570956 501(c)(3) 101,000   N/A N/A Campus Master Plan
(110) Crippled Children's Foundation
2019 4th Ave N STE 101
Birmingham,AL35203
63-0288872 501(c)(3) 15,850   N/A N/A General Support & Special Programs
(111) Crisis Center
3600 8th Ave South Ste 501
Birmingham,AL35222
63-0583947 501(c)(3) 76,000   N/A N/A General Support & Special Programs
(112) Crosswinds Foundation for Faith and Culture
PO Box 12143
Birmingham,AL35202
26-2409078 501(c)(3) 7,000   N/A N/A Special Media Projects
(113) Dawson Memorial Baptist Church
1114 Oxmoor Rd
Birmingham,AL35209
63-0400587 501(c)(3) 15,500   N/A N/A Special Programs for Kids
(114) Doctors Without Borders USA
333 7th Avenue 2nd Floor
New York,NY10001
13-3433452 501(c)(3) 101,000   N/A N/A General Support
(115) Eagle Forum Education & Legal Defense Fund
7800 Bonhomme Ave
St Louis,MO63105
37-1097202 501(c)(3) 25,000   N/A N/A General Support
(116) Eagle Forum of Alabama Education Fund
4200 Stone River Circle
Birmingham,AL35213
63-0940612 501(c)(3) 30,000   N/A N/A General Support
(117) Eagle's Wing Church
PO Box 340
Fultondale,AL35068
45-2398612 Church/Syn 20,000   N/A N/A General Support
(118) East Birmingham Church of God in Christ
5600 1st Ave North
Birmingham,AL35212
01-0740088 501(c)(3) 25,000   N/A N/A General Support
(119) East Lake Initiative
5091 Caldwell Mill Road
Birmingham,AL35242
27-1941412 501(c)(3) 50,000   N/A N/A To help support the LAUNCH Homeownership Program.
(120) Economic Development Partnership of Alabama Foundation
500 Beacon Parkway West
Birmingham,AL35209
63-1126742 501(c)(3) 50,000   N/A N/A To help support high growth and technology startups start, stay and grow in
(121) Emergency Assistance Foundation Inc
3713 Pine Street
Jacksonville,FL32205
45-1813056 501(c)(3) 13,000   N/A N/A General Support
(122) Episcopal Foundation of Jeff Co
4941 Montevallo Road
Birmingham,AL35210
63-0386404 501(c)(3) 10,720   N/A N/A General Support
(123) Equines Assisting Special Individuals(EASI)
242 Summerville Rd
Jasper,AL35504
20-3255216 501(c)(3) 5,000   N/A N/A General Support
(124) Exceptional Foundation
1616 Oxmoor Road
Birmingham,AL35209
63-1096855 501(c)(3) 198,500   N/A N/A General Support & Special Programs
(125) Expectchange Nonprofit Corporation
1220 20th St South
Birmingham,AL35205
27-2978993 501(c)(3) 25,000   N/A N/A General Support
(126) Eyesight Foundation of Alabama
700 18th St South STE 123
Birmingham,AL35233
72-1378980 501(c)(3) 17,046   N/A N/A General Support
(127) First Light
2230 4th Avenue North
Birmingham,AL35203
63-1197189 501(c)(3) 6,250   N/A N/A General Support
(128) First Presbyterian Church
2100 4th Ave N
Birmingham,AL35203
63-0288833 Church/Syn 48,000   N/A N/A General Support & Special Programs
(129) First United Methodist Church
518 North 19th Street
Birmingham,AL35203
63-0288831 Church/Syn 12,749   N/A N/A General Support
(130) Fixed Point Foundation
2326 2nd Ave North
Birmingham,AL35203
02-0714140 501(c)(3) 20,500   N/A N/A General Support
(131) Focus on the Family
8605 Explorer Drive
Colorado Springs,CO80995
95-3188150 501(c)(3) 5,500   N/A N/A General Support
(132) FOCUSFellowship of Christians in Universities and Schools Inc
PO Box 1027
New Canaan,CT06840
06-0870830 501(c)(3) 15,000   N/A N/A General Support
(133) Forward Community Church
P O Box 693
Corbin,KY40702
37-1641599 Church/Syn 5,000   N/A N/A General Support
(134) Foundry Rescue Mission & Recovery Center
PO Box 824
Bessemer,AL350210824
63-0624278 501(c)(3) 37,200   N/A N/A General Support & Special Programs
(135) Freedom Source
100 Union Hill Dr Suite 150
Birmingham,AL35209
26-0319028 501(c)(3) 11,000   N/A N/A General Support & Special Programs
(136) Freshwater Land Trust
2308 First Avenue North
Birmingham,AL35203
72-1387424 501(c)(3) 205,375   N/A N/A General Support & Special Programs
(137) Friends of Cats and Dogs Foundation
PO Box 130398
Birmingham,AL35213
58-1951231 501(c)(3) 18,316   N/A N/A General Support
(138) Froedtert Hospital Foundation
9200 W Wisconsin Ave
Milwaukee,WI53226
39-1431192 501(c)(3) 20,000   N/A N/A To support Clinical Breast Cancer Research
(139) Gateway
1401 20th Street South
Birmingham,AL35205
63-0288854 501(c)(3) 8,300   N/A N/A General Support
(140) Girls on the Run of Birmingham
PO Box 530244
Birmingham,AL35253
27-3439428 501(c)(3) 32,000   N/A N/A To help expand the programs at Girls on the Run of Birmingham over two year
(141) Glenwood Mental Health Services
150 Glenwood Lane
Birmingham,AL352425700
23-7396710 501(c)(3) 11,500   N/A N/A General Support
(142) Global Foodbanking Network
203 N LaSalle Street
Chicago,IL60601
20-4268851 501(c)(3) 25,000   N/A N/A General Support
(143) Grace House Ministries
PO Box 547
Fairfield,AL35064
57-0903169 501(c)(3) 50,000   N/A N/A General Support
(144) Grantswood Baptist Church
4850 Grantswood Place
Birmingham,AL35210
63-0799495 Church/Syn 6,449   N/A N/A General Support
(145) Greater Birmingham Humane Society
300 Snow Drive
Birmingham,AL35209
63-0288810 501(c)(3) 19,241   N/A N/A General Support
(146) Greater Birmingham Ministries
2304 12th Avenue North
Birmingham,AL352343111
63-0577439 501(c)(3) 18,350   N/A N/A General Support & Special Programs
(147) Growing Kings Inc
PO Box 291
Birmingham,AL35201
27-0708543 501(c)(3) 5,000   N/A N/A To help support programs at Growing Kings, Inc.
(148) Habitat for Humanity Greater Birmingham
PO Box 540
Fairfield,AL35064
63-0962910 501(c)(3) 111,150   N/A N/A General Support & Special Projects
(149) Hand-In-Paw Inc
617 38th Street South
Birmingham,AL35222
63-1190375 501(c)(3) 12,950   N/A N/A General Support
(150) Hands On Birmingham
PO Box 320189
Birmingham,AL35232
63-1207098 501(c)(3) 8,054   N/A N/A Backpack Project
(151) Harvest Evangelism
PO Box 2888
Opelika,AL36803
58-2000829 501(c)(3) 5,500   N/A N/A General Support
(152) Haywood Arts Repertory Theater
PO Box 1024
Waynesville,NC28786
58-1652524 501(c)(3) 5,000   N/A N/A Stage II Project
(153) Hollins University
PO Box 9629
Roanoke,VA240201629
54-0506314 501(c)(3) 10,000   N/A N/A General Support
(154) Holy Family Cristo Rey Catholic High School
PO Box 8070 Ensley Station
Birmingham,AL35218
13-4341859 School/Col 19,900   N/A N/A General Support
(155) Horizon Home Care and Hospice Inc
11400 Westlake Park Dr
Milwaukee,WI53224
39-1171298 501(c)(3) 10,000   N/A N/A General Support
(156) Horizons Schools Inc
2018 15th Avenue South
Birmingham,AL35205
63-1251343 501(c)(3) 6,500   N/A N/A General Support & Special Programs
(157) Humane Society of Shelby County
381 McDow Road
Columbiana,AL35051
63-0817987 501(c)(3) 5,851   N/A N/A General Support
(158) Huntingdon College
1500 East Fairview Avenue
Montgomery,AL36106
63-0288841 501(c)(3) 5,000   N/A N/A Endowment Funding
(159) Impact An Alabama Student Service Initiative
1901 6th Ave N STE 2400
Birmingham,AL352032618
20-0850212 501(c)(3) 169,500   N/A N/A General Support & Special Programs
(160) In Birmingham Weightlifting
4745 9th Ave N
Birmingham,AL35212
46-4138678 501(c)(3) 5,000   N/A N/A To help expand the programs at In Birmingham Weightlifiting.
(161) Independent Presbyterian Church
3100 Highland Avenue
Birmingham,AL35205
63-0288843 Church/Syn 100,314   N/A N/A General Support & Special Programs
(162) Indian Springs School
190 Woodward Drive
Indian Springs,AL35124
63-1000137 501(c)(3) 14,823   N/A N/A General Support
(163) Jefferson Scholars Foundation
112 Clarke Court
Charlottesville,VA22903
31-1755873 501(c)(3) 119,845   N/A N/A Scholarship Funding
(164) Jimmie Hale Mission
PO Box 10472
Birmingham,AL352020472
63-0358757 501(c)(3) 17,772   N/A N/A General Support
(165) Judicial Watch
425 Third Street S W Suite 800
Washington,DC20024
52-1885088 501(c)(3) 25,000   N/A N/A General Support
(166) Junior Achievement of Greater Birmingham
PO Box 19307
Birmingham,AL35219
63-0340866 501(c)(3) 9,400   N/A N/A General Support
(167) Junior League of Birmingham
2212 20th Avenue South
Birmingham,AL35223
63-0324707 501(c)(3) 6,750   N/A N/A General Support & Special Programs
(168) Jupiter Island Medical Clinic
100 Estrada Square
Hobe Sound,FL33455
20-4659155 501(c)(3) 5,000   N/A N/A General Support
(169) Juvenile Diabetes Research Foundation-AL Chapter
2112 11th Ave S Suite 520
Birmingham,AL35205
23-1907729 501(c)(3) 135,000   N/A N/A General Support & Special Projects
(170) Katherine Inn
PO Box 530183
Birmingham,AL352530183
72-1364693 501(c)(3) 11,670   N/A N/A General Support
(171) KID One Transport System
3535 7th Ctourt South
Birmingham,AL352223214
63-1165579 501(c)(3) 8,500   N/A N/A General Support
(172) King's Home
PO Box 162
Chelsea,AL35043
63-0760276 501(c)(3) 35,612   N/A N/A General Support & Special Programs
(173) Kirkwood by the RiverPresbyterian Retirement Homes
3605 Ratliff Road
Irondale,AL35210
63-0726127 501(c)(3) 5,000   N/A N/A Wheelchair accessible van
(174) Lakeshore Foundation
4000 Ridgeway Drive
Birmingham,AL35209
63-0288847 501(c)(3) 34,750   N/A N/A General Support & Special Programs
(175) Lakeside Hospice
PO Box 544
Pell City,AL35125
63-1035850 501(c)(3) 8,000   N/A N/A General Support
(176) Leadership Alabama
PO Box 631
Montgomery,AL361010631
63-1007967 501(c)(3) 11,500   N/A N/A General Support
(177) Linden Presbyterian Church
PO Box 480129
Linden,AL36748
63-0774316 501(c)(3) 5,493   N/A N/A General Support
(178) Linly Heflin Unit
13 Office Park Cir STE 8
Birmingham,AL35223
63-6047968 501(c)(3) 17,700   N/A N/A General Support & Scholarship Funding
(179) Literacy Council of Central Alabama
2301 1st Ave N Ste 102
Birmingham,AL35203
63-1051186 501(c)(3) 10,870   N/A N/A General Support & Special Programs
(180) Living River A Retreat on the Cahaba Inc
3603 Lorna Ridge Drive
Birmingham,AL35216
26-1568218 501(c)(3) 7,000   N/A N/A General Support
(181) Loyola Law School Loyola Marymount University
919 Albany Street
Los Angeles,CA90015
95-1643334 501(c)(3) 15,000   N/A N/A Special Projects
(182) Magic City Smooth Jazz Inc
P O Box 611178
Birmingham,AL35261
35-2271307 501(c)(3) 5,250   N/A N/A General Support
(183) Maranathan Family Learning Center
PO Box 320321
Birmingham,AL352320321
63-1051829 501(c)(3) 90,500   N/A N/A General Support & Scholarship Funding
(184) Matthew 25 Ministries
11060 Kenwood Rd
Blue Ash,OH45242
31-1348100 501(c)(3) 15,000   N/A N/A General Support
(185) Matthews Elementary School
1225 Ricemine Road Tuscaloosa Bd of
Educ
Northport,AL35476
63-6000811 501(c)(3) 10,000   N/A N/A Special Programs
(186) McLean County Historical Society
200 North Main Street
Bloomington,IL61701
37-1414038 501(c)(3) 10,000   N/A N/A General Support
(187) McWane Science Center
200 19th Street North
Birmingham,AL35203
58-1933712 501(c)(3) 113,084   N/A N/A General Support & Special Programs
(188) Mitchell's Place
4778 Overton Road
Irondale,AL35210
20-1056421 501(c)(3) 6,700   N/A N/A General Support
(189) Mobile Loaves & Fishes Inc
903 S Capital of Texas Highway
Austin,TX78746
74-2956081 501(c)(3) 9,000   N/A N/A General Support
(190) Momakat Rescue
2012 Knollwood Place
Birmingham,AL35242
26-4241541 501(c)(3) 5,000   N/A N/A General Support
(191) Mountain Brook Baptist Church
3631 Montevallo Road
Birmingham,AL352134299
63-0418187 Church/Syn 18,500   N/A N/A General Support
(192) Mountain Brook Community Church
3001 Highway 280 East
Birmingham,AL35243
63-1080839 Church/Syn 22,000   N/A N/A General Support
(193) Mountain Brook Library Foundation
50 Oak Street
Birmingham,AL35213
58-2094979 501(c)(3) 28,220   N/A N/A General Support
(194) M-Power Ministries Inc
PO BOX 321233
Birmingham,AL35232
31-1639601 501(C)(3) 112,500   N/A N/A General Support & Special Programs
(195) Music Opportunity Program Foundation
2316 7th Ave N
Birmingham,AL35203
20-0703074 501(c)(3) 28,603   N/A N/A General Support
(196) National Christian Foundation Alabama
400 Office Park Dr Suite 201
Birmingham,AL35223
58-1493949 501(C)(3) 295,301   N/A N/A To establish new Funds & support special programs
(197) National Football Foundation and College Hall of Fame Inc
433 E Las Colinas Blvd Suite 1130
Irving,TX75039
22-1508812 501(C)(3) 5,000   N/A N/A Scholarship Funding
(198) National Multiple Sclerosis Society-AL
813 Shades Creek Parkway Suite 100B
100B
Birmingham,AL35209
63-0367194 501(c)(3) 6,270   N/A N/A General Support & Special Programs
(199) National Society to Prevent Blindness
211 West Wacker Drive Suite 1700
Chicago,IL60606
36-3667121 501(C)(3) 100,000   N/A N/A To support the Alabama Vision Coalition
(200) Nature Conservancy of Alabama
2100 1st Ave N STE 500
Birmingham,AL35203
53-0242652 501(c)(3) 163,484   N/A N/A General Support & Special Programs
(201) Neighborhood Academy Inc
2933 Westmoreland Dr
Birmingham,AL35223
46-5623292 501(C)(3) 8,000   N/A N/A General Support & Special Programs
(202) New American Pathways Inc
2300 Henderson Mill Rd NE Suite 200
200
Atlanta,GA30345
30-0130066 501(C)(3) 22,500   N/A N/A General Support
(203) New Church Chelsea dba New Heights
PO Box 641
Chelsea,AL35043
20-2946547 Church/Syn 5,950   N/A N/A General Support
(204) New Rising Star Missionary Baptist Church Community Support Corp
7400 London Avenue South
Birmingham,AL35206
11-3760490 501(c)(3) 45,680   N/A N/A General Support & Scholarship Funding
(205) Newport Historical Society
82 Touro Street
Newport,RI02840
05-0264532 501(C)(3) 5,000   N/A N/A General Support
(206) Nutmeg Big Brothers Big Sisters
30 Laurel Street
Hartford,CT061061377
06-0850379 501(C)(3) 15,000   N/A N/A General Support
(207) Oak Mountain Missions Ministries
2699 Pelham Parkway
Pelham,AL35124
63-1288041 501(c)(3) 8,000   N/A N/A Support for Oak Mountain's healthy food distribution to low-income families
(208) Oasis Foundation for Education & Therapeutic Services
1100 Office Park 300
Birmingham,AL35223
63-1187150 501(C)(3) 57,280   N/A N/A General Support
(209) Oasis Women's Counseling Center
1900 14th Avenue South
Birmingham,AL35205
63-1128764 501(C)(3) 25,400   N/A N/A General Support & Special Programs
(210) Opera Birmingham
3601 6th Avenue South
Birmingham,AL35222
23-7207572 501(c)(3) 83,732   N/A N/A General Support & Special Programs
(211) Our Lady of Sorrows Catholic Church
1728 Oxmoor Road
Birmingham,AL35209
63-0366279 Church/Syn 60,000   N/A N/A General Support & Special Programs
(212) Our Lady of the Lake Catholic ChurchDiocese of Birmingham
4609 Martin Street South
Cropwell,AL35054
63-0581368 501(c)(3) 5,000   N/A N/A General Support
(213) Parker Community School Birmingham City Schools
400 Rev Abraham Wood Jr Blvd
Birmingham,AL35204
63-6000767 School/Col 16,721   N/A N/A 2015 Camp South Hampton
(214) Pathways
409 North Richard Arrington Jr Blvd
Blvd
Birmingham,AL35203
63-0867285 501(c)(3) 7,000   N/A N/A General Support
(215) Pell City Habitat for Humanity
PO Box 1441
Pell City,AL35125
63-1143771 501(c)(3) 10,000   N/A N/A Home building expenses
(216) Pell City Rotary Club Foundation
PO Box 953
Pell City,AL35125
72-1376399 501(c)(3) 12,000   N/A N/A General Support & Special Programs
(217) Pga Tour Charities Inc
PO Box 1065
Ponte Verda Beach,FL320041065
59-2774423 501(c)(3) 10,000   N/A N/A General Support
(218) Prasad Project
465 Brickman Road
Hurleyville,NY127475314
14-1751086 501(c)(3) 5,000   N/A N/A General Support
(219) PreSchool Partners Foundation
4447 Montevallo Road
Birmingham,AL35213
46-4519557 501(c)(3) 134,908   N/A N/A General Support
(220) Princeton University
Attn Annual Giving Box 5357
Princeton,NJ085435357
21-0634501 501(c)(3) 11,000   N/A N/A General Support
(221) Project Horseshoe Farm
1310C Main Street
Greensboro,AL36744
26-1396439 501(c)(3) 10,000   N/A N/A General Support
(222) Public Affairs Research Council of AL
219 Brooks Hall/800 Lakeshore
Birmingham,AL352297017
63-0972435 501(c)(3) 43,755   N/A N/A General Support & Special Programs
(223) Railroad Park Foundation
PO Box 13691
Birmingham,AL35202
63-1280818 501(c)(3) 189,500   N/A N/A General Support & Special Projects
(224) Ravi Zacharias International Ministries
4725 Peachtree Corners Cir Ste 250
Norcross,GA30092
13-3200719 501(c)(3) 5,500   N/A N/A General Support
(225) Red Barn Foundation
2700 Bailey Rd
Leeds,AL35094
45-2593191 501(c)(3) 46,600   N/A N/A General Support
(226) Red Mountain Garden Club
2825 Canoe Brook Lane
Birmingham,AL35243
63-6063951 501(c)(3) 6,177   N/A N/A Maintenance of Memorial Garden at the Birmingham Museum of Art
(227) Red Mountain Park Greenway and Recreational Area Commission
281 Lyon Lane
Birmingham,AL35211
30-0429905 Government 83,000   N/A N/A General Support
(228) Red Mountain Theatre Company
PO Box 278
Birmingham,AL35201
58-1994417 501(c)(3) 99,500   N/A N/A General Support
(229) Redemptive Cycles
1305 2nd Avenue North
Birmingham,AL35203
46-3471015 501(c)(3) 5,000   N/A N/A To help promote bike accessibility and safety.
(230) Regional Cultural Alliance Of Greater Birmingham IncCreate Birmingham
310 18th St N Suite 303
Birmingham,AL35203
84-1631034 501(c)(3) 8,500   N/A N/A General Support
(231) Research Foundation of the City University of New York
230 West 41st Street 7th floor
New York,NY10036
13-1988190 501(c)(3) 55,028   N/A N/A Group Violence Initiative
(232) Restoration Academy
PO Box 30
Fairfield,AL35064
63-1158984 501(c)(3) 57,000   N/A N/A General Support & Scholarship Funding
(233) REV Birmingham
PO Box 320637
Birmingham,AL352320637
20-0763511 501(c)(3) 17,000   N/A N/A General Support
(234) Robert E Lee Memorial Association
Stratford 483 Great House Rd
Stratford,VA22558
54-0536105 501(c)(3) 37,000   N/A N/A Special Projects
(235) Robert E Reed Gastrointestinal Oncology Research Foundation
P O Box 530186
Birmingham,AL35253
82-0565754 501(c)(3) 6,750   N/A N/A General Support & Research
(236) Rotary Club of Birmingham Foundation
Harbert Center/2019 4th Ave N
Birmingham,AL35203
63-0960032 501(c)(3) 52,004   N/A N/A Special Projects
(237) Ruffner Mountain Nature Preserve
1214 South 81st Street
Birmingham,AL35206
63-0733391 501(c)(3) 24,000   N/A N/A General Support
(238) SafeHouse of Shelby County
PO Box 275
Pelham,AL35124
63-1007280 501(c)(3) 8,870   N/A N/A General Support
(239) Salvation Army
2100 11th Ave North
Birmingham,AL35234
58-0660607 501(c)(3) 618,029   N/A N/A General Support & Special Projects
(240) Samaritan's Purse
P O Box 3000
Boone,NC28607
58-1437002 501(c)(3) 5,000   N/A N/A Nepal Earthquake Relief
(241) Samford University
800 Lakeshore Drive
Birmingham,AL35229
63-0312914 501(c)(3) 152,238   N/A N/A General Support, Special Programs & Scholarship Funding
(242) San Juan Medical Foundation
P O Box 110
Farmington,NM87499
85-0330156 501(c)(3) 5,000   N/A N/A Riley Industrial Men's Health Fund
(243) Saving Sweet Briar Inc
3520 Piedmont Road Suite 300
Atlanta,GA30305
47-3361420 501(c)(3) 5,000   N/A N/A General Support
(244) Scarlet Lawrence Akins Foundation
4669 Fleming Road
Collierville,TN38017
83-0489892 501(c)(3) 8,000   N/A N/A General Support
(245) Seeds of Love Inc
4100 Churchill Dr
Birmingham,AL35213
74-2463093 501(c)(3) 15,018   N/A N/A Program Support
(246) Shriner Church of Christ
PO Box 459
Williamsburg,KY40769
61-1020522 Church/Syn 5,000   N/A N/A To support the Panama Mission
(247) Sight Savers America
337 Business Circle
Pelham,AL35124
30-0188234 501(c)(3) 216,500   N/A N/A Special Programs
(248) Sixteenth Street Baptist Church
1530 6th Ave North
Birmingham,AL35203
63-0397962 Church/Syn 42,992   N/A N/A To fund the elevator
(249) South Highland Presbyterian Church
PO Box 55933
Birmingham,AL35255
63-0415755 Church/Syn 12,992   N/A N/A Special Programs
(250) Southeastern Bible College
2545 Valleydale Road
Hoover,AL352442083
63-0338081 501(c)(3) 9,837   N/A N/A General Support
(251) Southern Environmental Law Center
201 West Main Street Suite 14
Charlottesville,VA229025065
52-1436778 501(c)(3) 8,000   N/A N/A General Support
(252) Southern Museum of Flight
4343 73rd Street North
Birmingham,AL35206
63-6051240 501(c)(3) 16,500   N/A N/A To help support the design and construction of the Cold War exhibit.
(253) Space One Eleven
2409 2nd Ave North
Birmingham,AL352033809
57-0890249 501(c)(3) 26,500   N/A N/A General Support & Special Programs
(254) Spainish Peaks Community Foundation
PO Box 161487
Big Sky,MT59716
37-1729310 501(c)(3) 5,000   N/A N/A General Support
(255) St Clair Children's Advocacy Center
18200 AL Hwy 174
Pell City,AL35125
58-2027454 501(c)(3) 8,000   N/A N/A General Support
(256) St Francis Xavier Catholic Church
2 Xavier Circle
Birmingham,AL35213
63-0376520 Church/Syn 12,800   N/A N/A General Support
(257) St John Lutheran Church
2650 Plainfield Rd
Joliet,IL60435
36-6003762 501(c)(3) 10,000   N/A N/A Daily Milk Program
(258) St Luke's Episcopal Church
3736 Montrose Road
Birmingham,AL35213
03-0486902 Church/Syn 27,843   N/A N/A General Support & Special Programs
(259) St Mary's on the Highlands Episcopal Church
1910 12th Avenue South
Birmingham,AL35205
63-0302166 Church/Syn 31,100   N/A N/A General Support & Special Projects
(260) St Paul's Anglican Church
225 University Boulevard East Suite
208
Tuscaloosa,AL35401
45-3766495 Church/Syn 5,000   N/A N/A General Support
(261) St Stephens Episcopal Church
3775 Crosshaven Drive
Birmingham,AL35223
63-0751641 Church/Syn 7,000   N/A N/A General Support
(262) St Vincent's Foundation
1 Medical Park East
Birmingham,AL35235
63-0868066 501(c)(3) 500,487   N/A N/A General Support & Special Programs
(263) Stop Hunger Now Inc
615 Hillsborough Street Suite 200
Raleigh,NC27603
16-1541024 501(c)(3) 11,500   N/A N/A General Support
(264) Street Squash Inc
40 West 116th Street
New York,NY10026
13-4061809 501(c)(3) 7,500   N/A N/A General Support
(265) Studio By The Tracks
PO Box 101144
Irondale,AL352106144
63-1004336 501(c)(3) 12,180   N/A N/A General Support & Special Programs
(266) Sweet Briar College
PO Box G
Sweet Briar,VA24595
54-0534105 501(c)(3) 8,000   N/A N/A General Support
(267) SYDA Foundation
PO Box 600
South Fallsburg,NY127790600
23-7376445 501(c)(3) 12,500   N/A N/A General Support
(268) Tarrant City Board of Education
1318 Alabama Street
Tarrant,AL35217
63-6001122 School/Col 107,000   N/A N/A To support the SPROUT, SOLE and Garden summer program
(269) Teach for America-Alabama
5529 1st Avenue South
Birmingham,AL35212
13-3541913 501(c)(3) 19,000   N/A N/A General Support
(270) Temple Emanu-El
2100 Highland Avenue
Birmingham,AL35205
58-2065803 501(c)(3) 508,000   N/A N/A General Support
(271) The Altamont School
PO Box 131429
Birmingham,AL35213
63-0302110 501(c)(3) 61,220   N/A N/A General Support & Special Programs
(272) Thunder Inc
1880 Wolf River Blvd
Collierville,TN38017
20-3940477 501(c)(3) 6,000   N/A N/A General Support
(273) Turning Point Foundation
1881 County Rd 627 PO Box 448
Thorsby,AL35171
63-1076491 501(c)(3) 10,000   N/A N/A General Support
(274) U C Santa Cruz Foundation
1156 High Street
Santa Cruz,CA95064
23-7394590 501(c)(3) 21,300   N/A N/A To support the Transformative Student Experience Initiative
(275) UAB
1530 3rd Ave S
Birmingham,AL35294
63-6005396 501(c)(3) 2,344,770   N/A N/A General Support, Special Programs & Scholarship Funding
(276) United Body Wellness Institute Inc
N94w5725 Dorchester Dr
Cedarburg,WI53012
30-0690523 501(c)(3) 12,500   N/A N/A General Support
(277) United Cerebral Palsy of Greater Bham
100 Oslo Circle
Birmingham,AL35211
63-1173851 501(c)(3) 10,700   N/A N/A General Support & Special Programs
(278) United Way of Butler County
323 North 3rd Street
Hamilton,OH45011
31-0734490 501(c)(3) 13,563   N/A N/A General Support
(279) United Way of Central AL
PO Box 320189
Birmingham,AL352320189
63-0288846 501(c)(3) 1,878,854   N/A N/A General Support & Special Programs
(280) United Way of Northwest Alabama
PO Box 1228
Florence,AL35631
63-0873878 501(c)(3) 10,600   N/A N/A General Support
(281) Unity Baptist Church of Attala County
PO Box 145
West,MS39192
64-0685192 Church/Syn 5,000   N/A N/A General Support
(282) University of Alabama
Box 870101/ Rose Adm Bldg
Tuscaloosa,AL354870101
63-6001138 501(c)(3) 47,568   N/A N/A Special Programs & Scholarship Funding
(283) University of Alabama Huntsville
301 Sparkman Drive
Huntsville,AL35899
63-0520830 School/Col 8,000   N/A N/A Special Programs
(284) University of Montevallo
Station 6001 UM
Montevallo,AL35115
63-6000720 School/Col 50,000   N/A N/A Special Programs
(285) University of Oklahoma Foundation
555 Elm Ave
Norman,OK73019
73-6091755 501(c)(3) 6,000   N/A N/A Special Programs
(286) University of Tennessee Foundation Inc
PO Box 15016
Knoxville,TN37901
62-1844686 501(c)(3) 15,000   N/A N/A Special Programs
(287) University of the South
735 University Avenue
Sewanee,TN373831000
62-0475697 501(c)(3) 506,250   N/A N/A General Support & Special Programs
(288) Urban Ministry Inc
1229 Cotton Ave SW
Birmingham,AL35211
63-0717761 501(c)(3) 61,300   N/A N/A General Support & Special Programs
(289) Vanderbilt University
PMB 407727-2301 Vanderbilt Pl
Nashville,TN372039700
62-0476822 501(c)(3) 30,350   N/A N/A General Support & Scholarship Funding
(290) Vestavia Hills Baptist Church
2600 Vestavia Drive
Birmingham,AL35216
63-0375613 Church/Syn 36,000   N/A N/A General Support
(291) Vestavia Hills Library Foundation
1221 Montgomery Highway
Birmingham,AL35216
63-1186876 501(c)(3) 10,000   N/A N/A General Support
(292) Vestavia Hills United Methodist Church
2061 Kentucky Avenue
Vestavia Hills,AL35216
63-0378123 Church/Syn 14,994   N/A N/A General Support & Special Programs
(293) Virginia Samford Theatre
1116 26th Street South
Birmingham,AL352052414
23-7008513 501(c)(3) 41,000   N/A N/A General Support & Scholarship Funding
(294) Visiting Nurse Service of New York
5 Penn Plaza 14th Floor
New York,NY10001
13-3189926 501(c)(3) 50,000   N/A N/A Senior AdvantAge Initiative Survey
(295) Vulcan Park Foundation
1701 Valley View Drive
Birmingham,AL35209
63-1233997 501(c)(3) 10,720   N/A N/A General Support & Special Programs
(296) Walker Co Arts Alliance
PO Box 1622
Jasper,AL35502
58-1965078 501(c)(3) 5,000   N/A N/A To help support the revitalization efforts in Jasper, AL.
(297) Walker County Community Action Agency Inc
P O Drawer 421
Jasper,AL355020421
63-0501819 501(c)(3) 5,000   N/A N/A To help support the purchase of seven computers and two printers.
(298) Washington and Lee University
Annual Fund Office
Lexington,VA244500303
54-0505977 501(c)(3) 10,000   N/A N/A General Support & Special Programs
(299) WBHMUAB
650 11th Street South
Birmingham,AL35294
63-6005396 501(c)(3) 19,250   N/A N/A General Support & Special Programs
(300) West End Synagogue
3810 West End Avenue
Nashville,TN37205
62-0513743 Church/Syn 14,000   N/A N/A General Support
(301) Women of My Hope Inc
180 New Camellia Boulevard Suite
200
Covington,LA70433
20-8389117 501(c)(3) 9,200   N/A N/A General Support
(302) Women's Fund of Greater Birmingham
2201 5th Ave South STE 110
Birmingham,AL35233
45-0952468 501(c)(3) 95,662   N/A N/A General Support & Special Programs
(303) Woodlawn Foundation Inc
5529 1st Ave S
Birmingham,AL35212
27-4051072 501(c)(3) 237,000   N/A N/A General Support & Special Programs
(304) Wounded Warrior Project
4899 Belfort Rd STE 300
Jacksonville,FL32256
20-2370934 501(c)(3) 12,000   N/A N/A General Support & Special Programs
(305) YMCA Birmingham
3551 Independence Drive
Birmingham,AL35209
63-0299894 501(c)(3) 27,750   N/A N/A General Support & Special Programs
(306) YWCA
309 North 23rd Street
Birmingham,AL35203
63-0288882 501(c)(3) 252,290   N/A N/A General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
273
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
33
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) SCHOLARSHIPS 67 177,348   n/a n/a
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: THE FOUNDATION MONITORS THE PROGRESS OF ITS AWARDED GRANTS BY REQUIRING AN UPDATE REPORT FROM THE GRANTEE SIX MONTHS AFTER THE AWARD, AND ADDITIONAL REPORTS EACH SIX MONTHS UNTIL ALL FUNDS AWARDED HAVE BEEN EXPENDED. ADDITIONAL AWARDS WILL NOT BE MADE IF REPORTS ARE OUTSTANDING. ALL CHECKS FOR SCHOLARSHIPS ARE SENT DIRECTLY TO THE FINANCIAL AID OFFICES AFTER WE HAVE RECEIVED VERIFICATION OF ENROLLMENT. THE INSTITUTION IS REQUESTED TO REFUND DIRECTLY TO US ANY UNUSED PORTION OF THE AMOUNT AWARDED, AND TO NOTIFY US IF THE STUDENT'S STATUS CHANGES FROM FULL-TIME.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1christopher nannipresident/ceo (i)

(ii)
146,192
-------------
0
0
-------------
0
0
-------------
0
6,759
-------------
0
10,542
-------------
0
163,493
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 3 THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM PARTICIPATES IN THE SALARY AND BENEFITS SURVEY THAT IS CONDUCTED ANNUALLY BY THE COUNCIL ON FOUNDATIONS. SALARY LEVELS OF ALL STAFF MEMBERS ARE COMPARED TO SALARY LEVELS OF OUR PEERS IN OUR ASSET SIZE. THE EXECUTIVE AND FINANCE COMMITTEES APPROVE THE BUDGET WHICH INCLUDES ALL STAFF SALARIES AND FORWARDS ON TO THE FULL BOARD FOR THEIR APPROVAL.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 71 6,589,537 FMV OR ESTIMATE
10 Securities—Closely held stock . X 2 653,899 FMV OR ESTIMATE
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Return Reference Explanation
Form 990, Part VI, Section A, line 4 The following clause was added to the by-laws: No person who is a staff member of a nonprofit organization, to which the board could potentially approve a grant, can be considered or elected as a board member. Should a board member become a staff member of a nonprofit organization, the board member shall disclose employment and resign as a board member, effectively immediately upon employment with the nonprofit.
Form 990, Part VI, Section B, line 11 THE BOARD OF DIRECTORS HAS ADOPTED THE POLICY THAT THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW THE FORM 990. THE PRESIDENT WILL SIGN THE FINAL DOCUMENT. COPIES OF THE FORM 990 ARE DISTRIBUTED TO THE FULL BOARD AND THEN THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Section B, line 12c AT THE BEGINNING OF EACH YEAR, BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY. AT ANY TIME THAT GRANTS ARE BEING DISCUSSED AND VOTED ON, ALL THOSE PRESENT ARE ASKED TO SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICT. ANY MEMBERS WHO HAVE A CONFLICT WILL RECUSE THEMSELVES FROM VOTING ON THE CONFLICTED GRANT.
Form 990, Part VI, Section B, line 15 THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM PARTICIPATES IN THE SALARY AND BENEFITS SURVEY THAT IS CONDUCTED ANNUALLY BY THE COUNCIL ON FOUNDATIONS. SALARY LEVELS OF ALL STAFF MEMBERS ARE COMPARED TO SALARY LEVELS OF OUR PEERS IN OUR ASSET SIZE. THE EXECUTIVE AND FINANCE COMMITTEES APPROVE THE BUDGET WHICH INCLUDES ALL STAFF SALARIES AND FORWARDS ON TO THE FULL BOARD FOR THEIR APPROVAL.
Form 990, Part VI, Section C, line 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC. THE FINANCIAL STATEMENTS AND IRS FORMS 990 AND 990-T ARE POSTED TO THE ORGANIZATION'S WEBSITE.
Form 990, Part XI, line 9: GAIN/(LOSS) ON INTEREST IN PERPETUAL TRUST -541,386. ACTURIAL GAIN (LOSS) ON ANNUITY OBLIGATIONS -201,816.
FORM 990, PART XII, LINE 2C: THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
SCHEDULE B, PART II: NO. FROM PART I: 2 DESCRIPTION OF NONCASH PROPERTY GIVEN: 7397 shares TSS, 255 shares TWC, 1016 shares TWX, 127 shares TIME, 1255 MRK, 950 shares KO, 1040 shares BLL, 1938 shares TSS, 51 shares TWC, 206 shares TWX
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION OF GREATER
BIRMINGHAM
Employer identification number

63-1209631
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)CHARITABLE REAL ESTATE FOUNDATION
2100 FIRST AVENUE NORTH

BIRMINGHAM,AL35203
20-1560119
ASSISTING DONORS WITH DONATIONS OF REAL PROPERTY AL 501(C)3 Line 11a, I COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
 
Yes
 
(2)THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM - TRUST
2100 FIRST AVENUE NORTH

BIRMINGHAM,AL35203
63-6019864
TRUST AL 501(C)3 170(B)(A)(VI) N/A
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

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