Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE LONG LEWIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4154
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MUSCLE SHOALS, AL35662
A Employer identification number

46-3747942
B Telephone number (see instructions)

(256) 386-7800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,744,689J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 403,120
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,280 143,093  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 411,400 143,093  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 14,100 8,280   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,944 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 53,487 56,352   51,973
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,531 64,632   51,973
25 Contributions, gifts, grants paid....... 294,171 294,171
26 Total expenses and disbursements. Add lines 24 and 25 365,702 64,632   346,144
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,698
b Net investment income (if negative, enter -0-) 78,461
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 80,907 180,942 180,942
2 Savings and temporary cash investments......... 200,000 200,000 200,000
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,425,957 Click to see attachment1,400,671 Click to see attachment1,363,747
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,706,864 1,781,613 1,744,689
Liabilities 17 Accounts payable and accrued expenses..........    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,706,864 1,781,613
29 Total net assets or fund balances (see instructions)..... 1,706,864 1,781,613
30 Total liabilities and net assets/fund balances (see instructions). 1,706,864 1,781,613
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
1,706,864
2
Enter amount from Part I, line 27a .....................
2
45,698
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
29,051
4
Add lines 1, 2, and 3 ..........................
4
1,781,613
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,781,613
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
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
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,091
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 1,091
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,091
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 22
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,113
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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)
    bulletAL
    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
    Yes
     
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletLESLIE OUELLETTE Telephone no.bullet (256) 386-7800

    Located atbulletPO BOX 4154MUSCLE SHOALSAL ZIP+4bullet35662
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    TODD OUELLETTE PRESIDENT
    1.00     		0 0 0
    PO BOX 4154
    MUSCLE SHOALS,AL35662
    LESLIE OUELETTE VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    PO BOX 4154
    MUSCLE SHOALS,AL35662
    PAT HARDIN TREASURER
    1.00     		0 0 0
    PO BOX 4154
    MUSCLE SHOALS,AL35662
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,498,098
    b
    Average of monthly cash balances.......................
    1b
    106,708
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,604,806
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,604,806
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,072
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,580,734
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    79,037
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    79,037
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,091
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    883
    c
    Add lines 2a and 2b............................
    2c
    1,974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    77,063
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    77,063
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    77,063
    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
    346,144
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    346,144
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    346,144
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 77,063
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 236,229
    b From 2016...... 232,849
    c From 2017...... 190,028
    d From 2018...... 380,999
    e From 2019...... 490,079
    fTotal of lines 3a through e........ 1,530,184
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 346,144
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 77,063
    e Remaining amount distributed out of corpus 269,081
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,799,265
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		236,229
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,563,036
    10 Analysis of line 9:
    a Excess from 2016.... 232,849
    b Excess from 2017.... 190,028
    c Excess from 2018.... 380,999
    d Excess from 2019.... 490,079
    e Excess from 2020.... 269,081
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    A NEW BEGINNING
    122 HELTON COURT
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 4,500
    AGAPE OF CENTRAL ALABAMA
    PO BOX 23472
    MONTGOMERY,AL36123     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    ALEX'S LEMONADE STAND FOUNDATION (ALSF)
    111 PRESIDENTIAL BLVD SUITE 203
    BALA CYNWYD,PA19004     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    ALZHEIMERS ASSOCIATION
    2151 HIGHLANDS AVE 210
    BIRMINGHAM,AL35205     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    AMERICAN HEART ASSOCIATION
    PO BOX 4002900
    DES MOINES,IA50340     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    ARC OF THE SHOALS SPECIAL OLYMPICS
    125 N COURT ST
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500
    ATTENTION HOMES OF NORTHWEST ALABAMA INC
    PO BOX 742
    FLORENCE,AL35631     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    BABYWEARERS OF THE SHOALS
    7430 CO RD 200
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 100
    BIG BROTHERS BIG SISTERS OF THE SHOALS
    505 N COLUMBIA AVE C
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000
    BRIDGEWAY BAPTIST CHURCH
    1503 E AVALON AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    CAHABA SHRINERS
    16146 EAST GLENN VALLEY DR
    ATHENS,AL35611     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    CALVARY BAPTIST CHURCH
    111 N MAIN ST
    TUSCUMBIA,AL35674     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    CHILD PROTECT
    935 S PERRY STREET
    MONTGOMERY,AL36104     		NONE 501(C)(3) OPERATIONAL SUPPORT 765
    CHRIST OUTREACH MINISTRIES
    5550 HWY 81
    PHIL CAMPBELL,AL35581     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    COC FOOD BANK AND SOUP KITCHEN
    PO BOX 611
    DECATUR,AL35601     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500
    COLBERT DOMESTIC VIOLENCE RESP COALITION
    200 S CENTRAL AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    COLBERT LAUDERDALE BAPTIST ASSOCIATION
    3901 HATCH BLVD
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 4,000
    COMMON GROUND SHOALS
    PO BOX 485
    FLORENCE,AL35631     		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80921     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,613
    CROSS POINT CHURCH OF CHRIST
    1350 COX CREEK PKWY
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,500
    CROSSROADS COMMUNITY OUTREACH
    318 S COURT ST
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,633
    CYPRESS LANDING PLACE
    101 CYPRESS LANDING
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 100
    DESHLER MIDDLE SCHOOL
    598 N HIGH ST
    TUSCUMBIA,AL35674     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    EASTER SEALS NORTHWEST ALABAMA
    1450 AVALON AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    EKKLESIA PRESCHOOL AND CHILD DEV CENTER
    3007 HATCH BLVD
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    ELIC
    1629 BLUE SPRUCE DRIVE
    FORT COLLINS,CO80524     		NONE 501(C)(3) OPERATIONAL SUPPORT 600
    EVERDALE MISSIONARY BAPTIST CHURCH
    814 E 16TH ST
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    FAME GIRLS RANCH
    4450 LIGON SPRINGS ROAD
    RUSSELLVILLE,AL35654     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    FAMILY SUPPORT CENTER
    1760 WEST 4805 SOUTH
    TAYLORSVILLE,UT84129     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    FELLOWSHIP OF CHRISTIAN ATHLETES
    8701 LEEDS ROAD
    KANSAS CITY,MO64129     		NONE 501(C)(3) OPERATIONAL SUPPORT 25,000
    FIRST PRIORITY OF NORTH ALABAMA
    12060 COUNTY LINE RD SUITE J
    MADISON,AL35756     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    FLORENCE UTILITIES
    110 W COLLEGE ST
    FLORENCE,AL35631     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,418
    FORD CREDIT
    PO BOX 790119
    ST LOUIS,MO63179     		NONE 501(C)(3) OPERATIONAL SUPPORT 535
    GLOBAL MISSIONS OF MERCY
    PO BOX 2969
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    GOD'S GARAGE MINISTRIES
    525 PENNY LAP LANE
    TUSCUMBIA,AL35674     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    GWAM
    693 BRANDON DR
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    HABITAT FOR HUMANITY OF AUTAUGA & CHILTON
    431 W 4TH ST STE A
    PRATTVILLE,AL36067     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    HANDS OF HOPE INTERNATIONAL
    PO BOX 252
    KILLEN,AL35645     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    HIGHLAND PARK BAPTIST CHURCH
    503 S WILSON DAM RD
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 7,150
    HIGHLAND PARK CHURCH OF CHRIST
    600 GENEVA AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 100
    HOMEVIEW HOLISTIC FAMILY HEALTHCARE CTR
    152 MEADOW LN
    DEATSVILLE,AL36022     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    HUNTSVILLE HOSPITAL
    101 SIVLEY RD SW
    HUNTSVILLE,AL35801     		NONE 501(C)(3) OPERATIONAL SUPPORT 217
    JDRF
    105 WESTPARK DRIVE SUITE 415
    BRENTWOOD,TN37027     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,650
    JELANI GIRLS INC
    101 STRODES CREEK CIRCLE
    PRATTVILLE,AL36066     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    JOSH WILLINGHAM FOUNDATION
    PO BOX 2194
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    JUNIOR LEAGUE OF THE SHOALS
    PO BOX 793
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,100
    KINGDOM CONNECTIONS INTERNATIONAL
    553 MALONE CIRCLE
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    LEGACY CHRISTIAN ACADEMY
    PO BOX 1054
    KILLEN,AL35645     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    LONG LEWIS FORD
    2800 WOODWARD AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 4,024
    LONG LEWIS OF THE RIVER REGION
    2091 AL-14
    PRATTVILLE,AL36066     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,151
    MAKE A WISH FOUNDATION
    651 FAIRGROUNDS RD
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    MARCH OF DIMES
    2751 LEGENDS PKWY STE 315
    PRATTVILLE,AL36066     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250
    MARLEE SUTTON FOUNDATION
    1319 CO RD 46
    MT HOPE,AL35651     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    MEALS ON WHEELS
    1550 CRYSTAL DRIVE SUITE 1004
    ARLINGTON,VA22202     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    MIKE MITCHELL MEMORIAL SCHOLARSHIP FUND
    6150 WOODMONT DRIVE
    TUSCUMBIA,AL35674     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    MORRISON FUNERAL HOME
    825 N MAIN ST
    TUSCUMBIA,AL35674     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    MUSCLE SHOALS ELECTRIC BOARD
    1015 AVALON AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 509
    NEW BEGINNING CHURCH
    7027 STILLWELL ROAD
    MATTHEWS,NC28105     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    NEW LIFE MEDICAL GROUP
    15 STONEBRIDGE BLVD
    JACKSON,TN38305     		NONE 501(C)(3) OPERATIONAL SUPPORT 600
    NEW REMNANT WORSHIP CENTER
    1107 FLORENCE BLVD
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    NORTHWEST ALABAMA READING AIDES
    505 NORTH SEMINARY STREET
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    ONE PLACE OF THE SHOALS
    200 W TENNESSEE ST
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500
    OUTREACH OUTDOORS
    2635 COUNTY ROAD 200
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    RED BAY FREE WILL BAPTIST CHURCH
    1303 HWY 24
    RED BAY,AL35585     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    RUSSELLVILLE DREAM CENTER
    206 COFFEE AVE
    RUSSELLVILLE,AL35653     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    RUSSELLVILLE UTILITIES
    PO BOX 1148 721 S JACKSON AVE
    RUSSELLVILLE,AL35653     		NONE 501(C)(3) OPERATIONAL SUPPORT 50
    SADDLE UP FOR ST JUDE
    8215 6TH STREET
    LEIGHTON,AL35646     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    SALVATION ARMY WOMENS AUXILIARY
    501 ARCHDALE DRIVE
    CHARLOTTE,NC28217     		NONE 501(C)(3) OPERATIONAL SUPPORT 6,659
    SHEFFIELD FIRST UNITED METHODIST CHURCH
    701 N MONTGOMERY AVE
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,100
    SHEFFIELD UTILITIES
    P O BOX 580
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 450
    SHOALS CHAMBER FOUNDATION - TINSEL TRAIL
    200 JIM SPAIN DR
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    SHOALS CIVIC LEAGUE
    PO BOX 2823
    MUSCLE SHOALS,AL35662     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    SHOALS DREAM CENTER
    2950 CLOVERDALE RD
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500
    SHOALS SAV-A-LIFE
    2201 CLOYD BLVD
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    SMILE-A-MILE
    127 BLACKBERRY TRAIL
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    SPIRITHORSE TRC AT THE MERCY SEAT
    1962 SUNCREST DRIVE
    FLORENCE,AL36067     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    ST JUDE'S CHILDREN HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    STONY POINT CHURCH OF CHRIST
    1755 COUNTY RD 24
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 4,800
    TEE IT UP FOR A CURE
    708 WILSON DAM CIRCLE
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 200
    THE ARTSY PLACE
    710 E 6TH ST
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 43
    THE RESCUE ME PROJECT
    1300 SUITE E JOHN R STREET
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 63,150
    VFW POST 8640
    431 N LOCUST ST 13
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    YMCA OF THE SHOALS
    2121 HELTON DRIVE
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    ACTIVE HEROS INC
    1022 RIDGEVIEW DR
    SHEPHERDSVILLE,KY40165     		NONE 501(C)(3) OPERATIONAL SUPPORT 100
    ALABAMA KIDNEY FOUNDATION
    PO BOX 2883
    FLORENCE,AL35631     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    ARSENAL PLANCE INC
    PO BOX 593
    SELMA,AL36702     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    AUTAUGA CHRISTMAS TEAM
    276 TERI LANE
    PRATTVILLE,AL36066     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    AUTAUGA COUNTY COUNT RESCUE
    276 TERI LANE
    PRATTVILLE,AL36066     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    BRANCHES CHURCH
    996 VILLAGE WOOD DR SE
    RUSSELLVILLE,AL35654     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    CAPITOL CITY FOP #11
    PO BOX 210801
    MONTGOMERY,AL36121     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    CENTRAL HEIGHTS BAPTIST CHURCH
    10090 CO RD 15
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    CHAPEL
    3051 CLOVERDALE RD
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,200
    CHISHOLM HILLS CHURCH OF CHRIST
    2810 CHISHOLM RD
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    CHRISTIAN SERVICES FOR CHILDREN IN AL
    1792 AL HIGHWAY 14 E
    SELMA,AL36702     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    COWBOY CHURCH OF COLBERT COUNTY
    3440 HWY 157
    LEIGHTON,AL35646     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    ELMORE COUNTY BOARD OF EDUCATION
    100 HH ROBINSON DR
    WETUMPKA,AL36092     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    FLORENCE EYE CENTER
    711 COX CREEK PKWY
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 100
    GRACE BIBLE CHURCH OF THE SHOALS
    4660 CHISHOLM HWY
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,600
    GRACE LIFE CHURCH
    1915 AVALON AVE
    MUSCLE SHOALS,AL35661     		NONE 501(C)(3) OPERATIONAL SUPPORT 900
    GRACE MEMORIAL FUNERAL HOME
    501 BROAD ST
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,300
    GRAY ROCK FCM CHURCH
    5737 HWY 81
    PHIL CAMPBELL,AL35581     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    HEALTH CONNECT AMERICA
    115 FAIRGROUND RD
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    HIGHER PLACE CHRISTIAN UNIVERSITY
    12600 DEERFIELD PKWY SUITE D
    ALPHARETTA,GA30004     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    HIGHLAND BAPTIST CHURCH
    219 SIMPSON ST
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 600
    LAUDERDALE CHRISTIAN NURSING HOME
    2019 CO RD 394
    KILLEN,AL35645     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    LORETTO MEMORIAL CHAPEL
    110 N MILITARY ST
    LORETTO,TN38469     		NONE 501(C)(3) OPERATIONAL SUPPORT 7,561
    M I CASA DE ADORACION
    4442 WARES FERRY RD
    MONTGOMERY,AL36109     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    MILLER FUNERAL HOME
    608 ST PHILLIPS ST
    SELMA,AL36703     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    NATIONAL FABRY DISEASE FOUNDATION
    PO BOX 1325
    CARRBORO,NC27510     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    NEW LIFE FOR WOMEN
    102 CENTURION WAY
    GADSDEN,AL35904     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    NEW ORLEANS THEOLOGICAL SEMINARY
    3939 GENTILLY BLVD
    NEW ORLEANS,LA70126     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    PHOENIX WOMEN'S HEALTH - OBGYN
    4650 WHITESBURG DR 203
    HUNTSVILLE,AL35802     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    PLEASANT GROVE MISSIONARY BAPTIS CHURCH
    256 RUBY LANE
    MONTGOMERY,AL36117     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    PLEASANT HILL UNITED METHODIST CHURCH
    2705 CO RD 222
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    PRATTVILLE FIRST UNITED METHODIST CHURCH
    100 EAST 4TH ST
    PRATTVILLE,AL36067     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    PRATTVILLE YMCA
    600 EAST MAIN ST
    PRATTVILLE,AL360680009     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500
    ROOM IN THE INN SHOALS INC
    2202 CHISHOLM RD
    FLORENCE,AL356310411     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    SAMARITAN COUNSELING CENTER
    2911 ZELDA RD
    MONTGOMERY,AL36106     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    SELMA AND DALLAS COUNTY COC
    912 SELMA AVE
    SELMA,AL36701     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    SELMA AREA FOOD BANK
    497 OAK ST
    SELMA,AL36701     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    SHOALS AREA SPECIAL OLYMPICS
    702 S SEMINARY STREET
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    SHOALS CHRISTIAN SCHOOL
    301 HEATHROW DR
    FLORENCE,AL35633     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    SHOALS CHURCH
    PO BOX 3461
    MUSCLE SHOALS,AL35662     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    THE GROVE COMMUNITY CHURCH
    643 CO RD 491
    CLANTON,AL35046     		NONE 501(C)(3) OPERATIONAL SUPPORT 300
    THE HEALING PLACE CHARITY CLASSIC
    2409 WILDWOOD ST
    MUSCLE SHOALS,AL356622765     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    THE MEAL BARREL PROJECT
    310 WILHOLT ST
    SHEFFIELD,AL35660     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    THE NOAH FOUNDATION INC
    PO BOX 680025
    PRATTVILLE,AL360680025     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    TRAX4MAX TURKEY TROT 5K
    2121 HELTON DR
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 233
    UNA FOUNDATION
    UNA BOX 5004
    FLORENCE,AL356320001     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    UNITED WAY OF NORTHWEST ALABAMA
    118 E MOBILE ST SUITE 300
    FLORENCE,AL35630     		NONE 501(C)(3) OPERATIONAL SUPPORT 10,610
    ZION #1 MP CHURCH
    PO BOX 82
    SELMA,AL36701     		NONE 501(C)(3) OPERATIONAL SUPPORT 750
    Total .................................bullet 3a 294,171
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 8,280  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,280 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,280
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE LONG LEWIS FOUNDATION
     
    Employer identification number

    46-3747942
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE LONG LEWIS FOUNDATION
          		Employer identification number
    46-3747942
    Part I
    Contributors
    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
    1
    CMM FINANCE INC
     
    2625 WOODWARD AVE B
     
    MUSCLE SHOALS, AL35661

    		$ 91,187


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LONG LEWIS FORD OF SHOALS
     
    2800 WOODWARD AVE
     
    MUSCLE SHOALS, AL35661

    		$ 248,515


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE LONG LEWIS FOUNDATION
          		Employer identification number

    46-3747942
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE LONG LEWIS FOUNDATION
          		Employer identification number

    46-3747942
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 OtherAssetsSchedule
    Name:
    THE LONG LEWIS FOUNDATION
    EIN:
    46-3747942
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    VOYA 300,000 300,000 300,000
    STONEHILL STRATEGIC 1,125,957 1,100,671 1,063,747


    TY 2020 OtherExpensesSchedule
    Name:
    THE LONG LEWIS FOUNDATION
    EIN:
    46-3747942
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 57 0   57
    POSTAGE 64 0   64
    CHARITABLE DONATIONS FOR INDIVIDUALS 52,845 0   51,331
    IT AND WEB EXPENSES 327 0   327
    SUPPLIES 179 0   179
    ADVERTISING 15 0   15
    PASSTHROUGH EXPENSES 0 56,352   0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LONG LEWIS FOUNDATION
    EIN:
    46-3747942
    Description Amount
    ACCRUAL ADJUSTMENT 29,051


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE LONG LEWIS FOUNDATION
    EIN:
    46-3747942
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 12,000 6,780   0
    PROFESSIONAL FEES 2,100 1,500   0


    TY 2020 TaxesSchedule
    Name:
    THE LONG LEWIS FOUNDATION
    EIN:
    46-3747942
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX 3,944 0   0