-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
WIREGRASS FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1532 WHATLEY DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOTHAN
,
AL
36303
A Employer identification number
20-0897153
B
Telephone number (see instructions)
(334) 699-1031
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
109,836,883
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
231,162
231,162
4
Dividends and interest from securities
...
1,823,109
1,823,109
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
3,493,941
b
Gross sales price for all assets on line 6a
64,832,440
7
Capital gain net income (from Part IV, line 2)
...
3,493,941
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
6,410
6,628
12
Total.
Add lines 1 through 11
........
5,554,622
5,554,840
13
Compensation of officers, directors, trustees, etc.
240,120
18,462
221,658
14
Other employee salaries and wages
......
130,273
130,273
15
Pension plans, employee benefits
.......
41,271
2,347
38,924
16a
Legal fees (attach schedule)
.........
14,503
14,503
b
Accounting fees (attach schedule)
.......
55,409
55,409
c
Other professional fees (attach schedule)
....
414,190
414,190
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
70,039
19,095
19
Depreciation (attach schedule) and depletion
...
46,170
20
Occupancy
..............
63,576
6,358
57,218
21
Travel, conferences, and meetings
.......
42,174
42,174
22
Printing and publications
..........
956
956
23
Other expenses (attach schedule)
.......
1,775,856
1,775,846
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,894,537
460,452
2,336,961
25
Contributions, gifts, grants paid
.......
3,632,334
3,632,334
26
Total expenses and disbursements.
Add lines 24 and 25
6,526,871
460,452
5,969,295
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-972,249
b
Net investment income
(if negative, enter -0-)
5,094,388
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
23,536,974
11,705,518
11,705,518
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
43,023,804
66,116,396
66,116,396
c
Investments—corporate bonds (attach schedule)
.......
2,270,808
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
26,589,210
30,647,943
30,647,943
14
Land, buildings, and equipment: basis
2,210,795
Less: accumulated depreciation (attach schedule)
652,896
1,571,364
1,557,899
1,331,419
15
Other assets (describe
)
42,605
35,607
35,607
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
97,034,765
110,063,363
109,836,883
17
Accounts payable and accrued expenses
..........
11,855
11,126
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
11,855
11,126
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
97,022,910
110,052,237
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
97,022,910
110,052,237
30
Total liabilities and net assets/fund balances
(see instructions)
.
97,034,765
110,063,363
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
97,022,910
2
Enter amount from Part I, line 27a
.....................
2
-972,249
3
Other increases not included in line 2 (itemize)
3
14,001,576
4
Add lines 1, 2, and 3
..........................
4
110,052,237
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
110,052,237
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
VARIOUS INVESTMENTS
P
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
64,832,440
61,338,499
3,493,941
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
3,493,941
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3,493,941
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
3,493,941
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
5,884,840
102,824,241
0.057232
2017
4,619,764
103,635,087
0.044577
2016
4,744,316
95,072,539
0.049902
2015
4,840,448
101,630,636
0.047628
2014
4,594,995
102,943,591
0.044636
2
Total
of line 1, column (d)
.....................
2
0.243975
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048795
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
102,582,490
5
Multiply line 4 by line 3
......................
5
5,005,513
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
50,944
7
Add lines 5 and 6
........................
7
5,056,457
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,998,935
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
50,944
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
50,944
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
50,944
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
84,836
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
84,836
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
33,892
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
33,892
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.WIREGRASSFOUNDATION.ORG
14
The books are in care of
PARSONSGROUP LLC
Telephone no.
(334) 793-3122
Located at
P O BOX 490
DOTHAN
AL
ZIP+4
36302
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOHN EDGE
BOARD MEMBER
1.00
5,500
0
0
204 ASHBOROUGH CIRCLE
DOTHAN
,
AL
36301
ADDIE MCKINZIE
CHAIRMAN-ELE
1.00
6,500
0
0
105 PEARL ST
DOTHAN
,
AL
36301
BOBBY HEWES
SECRETARY
1.00
6,500
0
0
122 CHAPEL HILL RD
DOTHAN
,
AL
36305
DAVID JOHNSTON
BOARD MEMBER
1.00
6,500
0
0
P O BOX 2246
DOTHAN
,
AL
36302
DAVID W PARSONS
BOARD MEMBER
1.00
5,500
0
0
9 TWIN OAKS LN
DOTHAN
,
AL
36303
JOHN DUNN
CHAIRMAN
1.00
6,500
0
0
21 FOXCHASE DRIVE
DOTHAN
,
AL
36305
MARY JULIA LEE
BOARD MEMBER
1.00
5,500
0
0
25 WOODMERE DRIVE
DOTHAN
,
AL
36305
STEVE SHAW
BOARD MEMBER
1.00
6,500
0
0
108 SPRINGWATER WAY
DOTHAN
,
AL
36305
STEVE MCCARROLL
BOARD MEMBER
1.00
6,500
0
0
113 GIRARD AVE
DOTHAN
,
AL
36303
BARBARA MOTOLA ALFORD
PRESIDENT
40.00
184,620
11,077
0
405 WESTBROOK RD
DOTHAN
,
AL
36303
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
CYNTHIA BEDSOLE
VP ADMIN GRA
40.00
103,980
6,286
134 BROCKTON CT
DOTHAN
,
AL
36305
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
RDG NE PC
CONSULT/DESIGN
117,084
900 FARNAM ON THE MALL SUITE 100
OMAHA
,
NE
68102
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
WIREGRASS PUBLIC SAFETY CENTER - THIS PROGRAM BEGAN AS A STUDY (AUGUST 2016 - FEBRUARY 2017) OF THE COMPONENTS OF PUBLIC SAFETY AS IT RELATES TO QUALITY OF LIFE IN THE WIREGRASS COMMUNITY. THE STUDY INCLUDED PROFESSIONAL GUIDANCE BY RDG PLANNING AND DESIGN, EIGHT MONTHS OF WORK BY A LOCAL LEAD TEAM, COMMUNITY SURVEYS, AND FOCUS GROUPS. RESULTS AND RECOMMENDATIONS LED TO THE FOUNDATION'S COMMITMENT TO DESIGN AND BUILD A REGIONAL PUBLIC SAFETY TRAINING CENTER. CONSTRUCTION COST WAS ESTIMATED AT 22,000,000. WIREGRASS FOUNDATION COMMITTED TO BE THE PRIMARY SOURCE OF FUNDS IN PARTNERSHIP WITH THE CITY OF DOTHAN AND WITH ASSISTANCE PROVIDED BY THE HOUSTON COUNTY COMMISSION AND SOME BUSINESS/INDUSTRIAL CONTRIBUTORS. THE FOUNDATION'S FISCAL COMMITMENT FOR THE PROJECT MOVING FORWARD WAS 4 MILLION IN CASH AND SUPPORT FOR A 17 MILLION BOND/LOAN (OVER 20 YEARS). THE FOUNDATION LATER ADDED A FIVE-YEAR COMMITMENT FOR A CONTRACTED EXECUTIVE COORDINATOR AND CENTER MARKETING. DESIGN PHASES WERE COMPLET
774,188
2
CULTURAL ARTS INITIATIVE FOLLOWING A STRATEGIC RETREAT IN WHICH THE FOUNDATION BOARD REFLECTED ON THE SUCCESS OF THE PROCESS USED TO DEVELOP THE WIREGRASS PUBLIC SAFETY CENTER, IT WAS DECIDED THAT A SIMILAR APPROACH COULD BE APPLIED TO OTHER MAJOR AREA CHALLENGES. THE NEW INITIATIVE BEGAN SUMMER 2018 AND FOCUSED ON THE STATE OF THE CULTURAL ARTS IN THE WIREGRASS. THIS INITIATIVE BRINGS TOGETHER THE MAJOR CONSTITUENT GROUPS CONDUCTING ARTS PROGRAMMING IN THE REGION - VISUAL ARTS AND PERFORMING ARTS (DANCE, MUSIC, AND DRAMA) - AS WELL AS REPRESENTATION FROM THE CITY OF DOTHAN (WHICH OWNS THE TWO PRIMARY ARTS VENUES) AND THE CONVENTION AND VISITORS BUREAU (WHICH RELIES UPON EVENTS TO PROMOTE THE CITY). THIS CORE TEAM IS NOW WORKING WITH NATIONALLY RECOGNIZED CONSULTANTS TO DETERMINE, FIRST, IF A PROGRESSIVE AND SUSTAINABLE COLLABORATION AROUND "THE ARTS" IS POSSIBLE IN THE REGION. SECOND, THEY WILL WORK SECTORS OF THE COMMUNITY, SUCH AS COMMUNITY AND ECONOMIC DEVELOPMENT. THE THIRD OUTCOM
375,273
3
BRIGHT KEY IS A PARTNERSHIP WITH DOTHAN CITY SCHOOLS TO DEVELOP AND PILOT COMMUNITY LEARNING CENTERS IN TWO DCS ELEMENTARY SCHOOLS. THE PROGRAM WILL INTEGRATE ACADEMIC AND NON-ACADEMIC RESOURCES TO MEET THE PRIORITY NEEDS OF CHILDREN AS INDENTIFIED BY EACH SCHOOL'S KEY STAKEHOLDERS- PARENTS, TEACHERS, STAFF, AND NEIGHBORHOOD CITIZENS. FOUNDATION FISCAL SUPPORT CONSISTS PRIMARILY OF CONTRACTS FOR PROJECT DEVELOPMENT, COMMUNICATION, AND EVALUATION; PERSONNEL TO IMPLEMENT PROGRAMS IN EACH SCHOOL; MEETING SUPPLIES; AND INITIAL EXPENSES TO INITIATE IN-SCHOOL SERVICES.
257,322
4
CAPCONNECT, THE CAPACITY BUILDING INITIATIVE FUNDED BY WIREGRASS FOUNDATION, IS A PROGRAM OF TRAINING, COACHING, AND ORGANIZATIONAL DEVELOPMENT DESIGNED TO INCREASE THE EFFECTIVENESS AND SUSTAINABILITY OF WIREGRASS AREA NON- PROFIT ORGANIZATIONS. FOUNDATION SUPPORT CONSISTS PRIMARILY OF CONTRACTS FOR PROGRAM FACILIATATION AND ORGANIZATIONAL ASSESSMENT, AND SUPPORT OF INSTRUCTIONAL MATERIALS AND PROGRAMS PROVIDED BY DISCIPLINE-SPECIFIC EXPERTS IN AREAS SUCH AS BOARD AND STAFF DEVELOPMENT, FINANCIAL RESOURCE MANAGEMENT, ORGANIZATIONAL MISSION AND PURPOSE, AND STRATEGIC PLANNING.
255,765
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
92,998,980
b
Average of monthly cash balances
.......................
1b
11,012,538
c
Fair market value of all other assets (see instructions)
................
1c
133,142
d
Total
(add lines 1a, b, and c)
.........................
1d
104,144,660
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
104,144,660
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,562,170
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
102,582,490
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,129,125
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,129,125
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
50,944
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
50,944
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,078,181
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
5,078,181
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,078,181
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
5,969,295
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
29,640
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
5,998,935
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
50,944
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,947,991
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,078,181
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
4,014,933
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,998,935
a
Applied to 2018, but not more than line 2a
4,014,933
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
1,984,002
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
3,094,179
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BARBARA ALFORD
1532 WHATLEY DRIVE
DOTHAN
,
AL
36303
(334) 699-1031
BARBARA@WIREGRASSFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
APPLY ONLINE AT WWW.WIREGRASSFOUNDATION.ORG
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE LIMITED TO PROGRAMS THAT WILL HAVE A SIGNIFICANT, MEASURABLE IMPACT ON THE HEALTH, EDUCATION, AND QUALITY OF LIFE WITHIN A 50 MILE RADIUS OF DOTHAN, ALABAMA.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALABAMA GIVING
PO BOX 530727
BIRMINGHAM
,
AL
35253
501(C)(3)
2019 SUSTAINABILITY GRANT
15,000
ALLEN CHAPEL AME CHURCH
6671 CO RD 33
SKIPPERVILLE
,
AL
36374
511(A)(2)(B)
RELIGIOUS MINISTRIES
1,500
ARK DOTHAN INC
475 W MAIN ST
DOTHAN
,
AL
36301
501(C)(3)
PHASE 1 TRANSITIONAL APARTMENTS
10,000
ARK DOTHAN INC
475 W MAIN ST
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
1,000
B'NAI B'RITH WIREGRASS SR HSING II
310 SENIORS DRIVE
DOTHAN
,
AL
36303
501(C)(3)
8 PARKING SPACES, SIDEWALK
10,000
B'NAI B'RTH WIREGRASS SR HOUSING
114 SENIORS DRIVE
DOTHAN
,
AL
36303
501(C)(3)
COMMUNITY TABLES AND CHAIRS
10,000
BOY SCOUTS OF AMERICA
6801 W MAIN ST
DOTHAN
,
AL
36305
501(C)(3)
CORE PROGRAMS
1,500
BOYS & GIRLS CLUB SE AL
195 MARTIN LUTHER KING DR
OZARK
,
AL
36360
501(C)(3)
MG-SAFE KIDS-CAMERA SYSTEM
7,497
BOYS & GIRLS CLUBS OF THE WIREGRASS
457 S ALICE ST
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
12,000
BOYS & GIRLS CLUBS OF THE WIREGRASS
457 S ALICE ST
DOTHAN
,
AL
36301
501(C)(3)
NEW SECURITY SYSTEM
10,000
CALVARY BAPTIST CHURCH OF DOTHAN
901 MONTEZUMA
DOTHAN
,
AL
36303
511(A)(2)(B)
RELIGIOUS MINISTRIES
7,500
CENTER FOR EXECUTIVE LEADERSHIP
200 UNION HILL DR
SUITE 200
BIRMINGHAM
,
AL
35209
501(C)(3)
CORE PROGRAMS
5,000
CHRYSALIS A HOME FOR GIRLS
100 WESTSIDE DR
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
2,500
CITY OF DOTHAN
PO BOX 2128
DOTHAN
,
AL
36302
509(A)(1)
CORE SERVICES
2,000
CITY OF DOTHAN
PO BOX 2128
DOTHAN
,
AL
36302
509(A)(1)
HEALTH & WELLNESS WORKSHOP
5,000
CITY OF DOTHAN
PO BOX 2128
DOTHAN
,
AL
36302
509(A)(1)
WIREGRASS PUBLIC SAFETY CENTER
1,000,000
CITY OF OZARK
275 N UNION AVE
OZARK
,
AL
36360
509(A)(1)
YOUR POWER IS YOUR PRESENCE
5,000
COLUMBIA HISTORICAL SOCIETY
PO BOX 335
COLUMBIA
,
AL
36319
501(C)(3)
INVESTIGATIONS OF COLUMBIA, AL
10,000
DALE CO PERFORMING ARTS COUNCIL
PO BOX 1161
OZARK
,
AL
36361
501(C)(3)
FLOWERS CTR CEILING & CARPET
10,000
DOTHAN AREA BOTANICAL GARDENS
5130 HEADLAND AVE
DOTHAN
,
AL
36303
501(C)(3)
MARKETING PLAN
10,000
DOTHAN AREA BOTANICAL GARDENS
5130 HEADLAND AVE
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
4,500
DOTHAN CITY SCHOOLS
1901 STINGER ST
DOTHAN
,
AL
36303
509(A)(1)
CTE DIRECTOR
70,000
DOTHAN CITY SCHOOLS
1901 STINGER ST
DOTHAN
,
AL
36303
509(A)(1)
PLANTING SUCCESS
9,906
DOTHAN DOLPHINS BOOSTERS INC
PO BOX 8575
DOTHAN
,
AL
36304
501(C)(3)
CORE PROGRAMS
1,000
DOTHAN EDUCATION FOUNDATION
1231 W MAIN STE 301
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
2,000
DOTHAN HO CO AIRPORT AUTHORITY
800 AIRPORT DR STE 15
DOTHAN
,
AL
36303
509(A)(1)
FAA CAPITAL IMPROVEMENT MATCH
73,837
DOTHAN LANDMARKS FOUNDATION
PO BOX 6362
DOTHAN
,
AL
36302
501(C)(3)
LANDMARK PARK OUTREACH
8,700
DOTHAN POLICE FOUNDATION
210 NORTH ST ANDREWS ST
DOTHAN
,
AL
36303
509(A)(2)
CORE PROGRAMS
1,000
DOTHAN RESCUE MISSION
PO BOX 6691
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
3,000
DUBOIS INSTITUTE ENTREPRENEURSHIP
PO BOX 6102
DOTHAN
,
AL
36302
501(C)(3)
AUNT KATIE'S GARDEN
10,000
EXCHANGE CTR CHILD ABUSE PREVENTION
102 MORGAN ST
DOTHAN
,
AL
36301
501(C)(3)
CHILD ABUSE PREVENTION WING
10,000
FIRST CHURCH OF THE NAZARENE
1081 HONEYSUCKLE
DOTHAN
,
AL
36305
511(A)(2)(B)
SUPPORT RELIGIOUS MINISTRY
4,500
FIRST UNITED METHODIST CHURCH
1380 W MAIN
DOTHAN
,
AL
36301
511(A)(2)(B)
RELIGIOUS MINISTRIES
48,000
FRIENDS OF ARMY AVIATION OZARK
189 HERITAGE WAY
OZARK
,
AL
36360
501(C)(3)
PROJECT LIFT-HANGAR IMPROVEMENTS
330,412
FRIENDS OF ARMY AVIATION OZARK
189 HERITAGE WAY
OZARK
,
AL
36360
501(C)(3)
TECHNOLOGY UPGRADE PROJECT
10,000
FRIENDS OF ARMY AVIATION OZARK
189 HERITAGE WAY
OZARK
,
AL
36360
501(C)(3)
CORE PROGRAMS
2,000
GAP LAKE MINISTRIES INC
PO BOX 9023
DOTHAN
,
AL
36304
501(C)(3)
RELIGIOUS MINISTRIES
1,000
GEORGE W CARVER INTERPRETIVE MUSEUM
305 N FOSTER ST
DOTHAN
,
AL
36303
501(C)(3)
SOCIAL PROGRESS HEROES
8,000
GIRLS INCORPORATED
785 S FOSTER ST
DOTHAN
,
AL
36301
501(C)(3)
A STEP TOWARDS SELF-RELIANT TRANSPT
10,000
GIRLS INCORPORATED
785 S FOSTER ST
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
4,000
HOUSE OF RUTH
PO BOX 968
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
1,000
HOUSTON CO RESCUE UNIT
PO BOX 6717
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
1,000
IMPACT ALABAMA
1901 6TH AVE NORTH STE 2
BIRMINGHAM
,
AL
35203
501(C)(3)
FOCUSFIRST
15,000
LOVE IN ACTION INT'L MINISTRIES
PO BOX 85
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
2,500
LOVE IN ACTION INT'L MINISTRIES
PO BOX 85
DOTHAN
,
AL
36302
501(C)(3)
FOOD DISTRIBUTION WAREHOUSE
10,000
ORDINARY PEOPLE SOCIETY
403 W POWELL ST
DOTHAN
,
AL
36301
501(C)(3)
MAMA TINA'S MISSION HOUSE
6,900
OUTREACH FOR SOULS CHURCH
PO BOX 216
ABBEVILLE
,
AL
36310
511(A)(2)(B)
RELIGIOUS MINISTRIES
6,750
PATTI RUTLAND JAZZ
1077 W MAIN
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
2,500
PUBLIC AFFAIRS RESEARCH COUNCIL AL
PO BOX 293931
BIRMINGHAM
,
AL
35229
501(C)(3)
BRIGHT KEY ASSESSMENT
25,000
SAINT COLUMBA CATHOLIC CHURCH
2700 W MAIN
DOTHAN
,
AL
36301
511(A)(2)(B)
RELIGIOUS MINISTRIES
2,250
SALIBA CENTER FOR FAMILIES
545 W MAIN STE 100
DOTHAN
,
AL
36301
501(C)(3)
HOME INSTRUCTION FOR PARENTS
55,540
SALIBA CENTER FOR FAMILIES
545 W MAIN STE 100
DOTHAN
,
AL
36301
501(C)(3)
HIPPY OFFICE AC UNIT
6,000
SAVEAPET RESCUE ADOPTIONTRANSPORT
206 VULCAN WAY
DOTHAN
,
AL
36302
501(C)(3)
TRANSPORT PROGRAM
30,000
SIGHT SAVERS AMERICA
337 BUSINESS CIR
PELHAM
,
AL
35124
501(C)(3)
CHILDRENS' VISION PROGRAMS
25,000
SE AL MEDICAL CENTER FOUNDATION
1922 FAIRVIEW AVE
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
2,750
SE AL CHILD ADVOCACY CENTER
PO BOX 8781
DOTHAN
,
AL
36304
501(C)(3)
REFRESH AND RENEW
8,641
SE AL CHILD ADVOCACY CENTER
PO BOX 8781
DOTHAN
,
AL
36301
501(C)(3)
VOCA GRANT
110,870
SE AL CHILD ADVOCACY CENTER
PO BOX 8781
DOTHAN
,
AL
36304
501(C)(3)
CORE PROGRAMS
1,000
SE AL COALITION FOR THE HOMELESS
545 W MAIN
DOTHAN
,
AL
36301
501(C)(3)
ALLEVIATING HOMELESSNESS
9,972
SE AL COALITION FOR THE HOMELESS
545 W MAIN
DOTHAN
,
AL
36301
501(C)(3)
CORE PROGRAMS
2,000
SE AL COMMUNITY PLAYERS
909 S ST ANDREWS
DOTHAN
,
AL
36301
501(C)(3)
ACADEMIC THEATRE ENRICHMENT
1,648
SE AL YOUTH SERVICES
2856 HORACE SHEPARD DR
DOTHAN
,
AL
36303
501(C)(3)
SECURITY IT UPDATE
8,795
SOUTHEASTERN DIABETES EDUCATION SVC
500 CHASE PARK SOUTH
HOOVER
,
AL
35244
501(C)(3)
CAMP SEALE HARRIS
9,000
SARCOA
1075 S BRANNON STAND RD
DOTHAN
,
AL
36305
509(A)(1)
EMERGENCY SVC SILVER ASSIST
64,211
SARCOA
1075 S BRANNON STAND RD
DOTHAN
,
AL
36305
509(A)(1)
BLDG AUTOMATION SYSTEM UPGRADE
10,000
SPECTRACARE HEALTH SYSTEMS INC
3542 MONTGOMERY HWY
DOTHAN
,
AL
36303
501(C)(3)
HAVEN FACILITY PROJECT
375,000
THE HARBOR
PO BOX 506
DOTHAN
,
AL
36302
511(A)(2)(B)
SEACH CASE WORK
10,000
THE HARBOR
PO BOX 506
DOTHAN
,
AL
36302
511(A)(2)(B)
CORE PROGRAMS
2,000
TOWN OF ARITON
6 ATLANTIC ST
ARITON
,
AL
36311
509(A)(1)
MULTI-PURPOSE FIELD
15,000
VETERANS FISHING ORGANIZATION
PO BOX 192
LAGRANGE
,
GA
30241
501(C)(3)
CORE PROGRAMS
1,000
WARHAWGS
2149 DENTON RD STE 1
DOTHAN
,
AL
36303
501(C)(3)
OUTDOOR RETREATS
8,296
WALLACE COMMUNITY COLLEGE
1141 WALLACE DRIVE
DOTHAN
,
AL
36303
170(C)(1)
DUAL ENROLLMENT
41,922
WALLACE COMMUNITY COLLEGE
1141 WALLACE DRIVE
DOTHAN
,
AL
36303
170(C)(1)
SURGICAL TECH PROGRAM
202,902
WALLACE COMMUNITY COLLEGE
1141 WALLACE DRIVE
DOTHAN
,
AL
36303
170(C)(1)
MENTAL HEALTH TECH
130,532
WALLACE COMMUNITY COLLEGE
1141 WALLACE CRIVE
DOTHAN
,
AL
36303
170(C)(1)
CORE PROGRAMS
5,000
WHEELER W PRICE MEMORIAL HUNT
PO DRAWER 2228
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
7,000
WIREGRASS 2-1-1
545 W MAIN STE 313
DOTHAN
,
AL
36301
501(C)(3)
ANNUAL 2-1-1 PROFESSIONAL DEV
1,912
WIREGRASS 2-1-1
545 W MAIN STE 313
DOTHAN
,
AL
36301
501(C)(3)
2-1-1 TECHNOLOGY UPDATE
3,030
WIREGRASS ANGEL HOUSE
PO BOX 7133
DOTHAN
,
AL
36302
501(C)(3)
CONFERENCE & TRAINING
6,513
WIREGRASS ANGEL HOUSE
PO BOX 7133
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
2,000
WIREGRASS ANGELS OF HOPE
1432 WESTGATE PKWY
DOTHAN
,
AL
36303
509(A)(2)
CORE PROGRAMS
1,000
WIREGRASS AREA UNITED WAY FOOD BANK
382 TWITCHELL RD
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
3,000
WIREGRASS AREA UNITED WAY FOOD BANK
382 TWITCHELL RD
DOTHAN
,
AL
36303
501(C)(3)
TUK-AWAY LIFT GATE
9,899
WIREGRASS CHURCH
900 W MAIN ST
DOTHAN
,
AL
36301
511(A)(2)(B)
RELIGIOUS MINISTRIES
7,250
WIREGRASS HABITAT FOR HUMANITY
PO BOX 7002
DOTHAN
,
AL
36302
501(C)(3)
LAWN CARE EQUIPMENT
4,933
WIREGRASS HABITAT FOR HUMANITY
PO BOX 7002
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
750
WIREGRASS HABITAT FOR HUMANITY
PO BOX 7002
DOTHAN
,
AL
36302
501(C)(3)
HOME PARTNERSHIP WEBB BUILDS
38,500
WIREGRASS HOPE GROUP
171 WESTGATE PARKWAY
DOTHAN
,
AL
36303
501(C)(3)
SCHAD BLDG RENO PROJECT
58,290
WIREGRASS HOPE GROUP
171 WESTGATE PARKWAY
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
14,500
WIREGRASS HUMANE SOCIETY
PO BOX 1045
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
1,000
WIREGRASS MUSEUM OF ART
126 MUSEUM AVE
DOTHAN
,
AL
36303
501(C)(3)
OUTREACH ART SUMMER CAMPS
9,305
WIREGRASS MUSEUM OF ART
126 MUSEUM AVE
DOTHAN
,
AL
36303
501(C)(3)
TECHNOLOGY & TRAINING PROJECT
50,371
WIREGRASS REHABILITATION CTR
795 ROSS CLARK CIRCLE
SUITE 1
DOTHAN
,
AL
36303
501(C)(3)
MOBILE VIDEO SURVEILLANCE
40,000
WIREGRASS RAHABILITATION CTR
795 ROSS CLARK CIRCLE
SUITE 1
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
1,500
WIREGRASS SPAY & NEUTER ALLIANCE
570 S FOSTER
DOTHAN
,
AL
36301
501(C)(3)
VESSEL SEALING EQUIPMENT
10,000
WIREGRASS UNITED WAY
PO BOX 405
DOTHAN
,
AL
36302
501(C)(3)
ANNUAL CAMPAIGN
400,000
WIREGRASS UNITED WAY
PO BOX 405
DOTHAN
,
AL
36302
501(C)(3)
CORE PROGRAMS
2,250
WIREGRASS YOUTH CHORAL SOCIETY
124 BEL AIRE DR
DOTHAN
,
AL
36303
501(C)(3)
CORE PROGRAMS
2,000
Total
.................................
3a
3,632,334
b
Approved for future payment
CITY OF DOTHAN
PO BOX 2128
DOTHAN
,
AL
36302
509(A)(1)
WIREGRASS PUBLIC SAFETY CENTER
19,000,000
DOTHAN CITY SCHOOLS
1901 STINGER ST
DOTHAN
,
AL
36303
509(A)(1)
CTE DIRECTOR
140,000
OZARK DALE CO LIBRARY INC
416 JAMES ST
OZARK
,
AL
36360
501(C)(3)
LIBRARY & ARCHITECTURAL PLANNING
500,000
WALLACE COMMUNITY COLLEGE
1141 WALLACE DRIVE
DOTHAN
,
AL
36303
170(C)(1)
DUAL ENROLLMENT SCHOLARSHIPS
60,200
WALLACE COMMUNITY COLLEGE
1141 WALLACE DRIVE
DOTHAN
,
AL
36303
170(C)(1)
MENTAL HEALTH TECH PROGRAM
130,532
WIREGRASS UNITED WAY
304 N FOSTER ST
DOTHAN
,
AL
36303
501(C)(3)
ANNUAL CAMPAIGN
400,000
HOUSTON COUNTY COMMISSION
462 N OATES ST
DOTHAN
,
AL
36303
509 (A)(1)
BROADBAND STUDY
10,000
Total
.................................
3b
20,240,732
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
231,162
4
Dividends and interest from securities
....
14
1,823,109
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
3,493,941
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INVESTMENT INCOME
14
6,628
b
GAIN(LOSS) DISPOSAL OF ASSE
1
-218
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
5,554,622
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,554,622
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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 taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description