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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ALTECSTYSLINGER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)210 INVERNESS CENTER DR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35242
A Employer identification number

72-1372302
B Telephone number (see instructions)

(205) 991-7733
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$169,778,290
J 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) 20,050,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,682,369 1,682,369  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,617,908
b Gross sales price for all assets on line 6a 4,887,915
7 Capital gain net income (from Part IV, line 2)... 3,617,908
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)....... 10,083 -1,282,838  
12 Total. Add lines 1 through 11........ 25,360,360 4,017,439  
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)....... 20,785 5,196   15,589
c Other professional fees (attach schedule).... 84,762 84,762   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 261,994 7,807   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 996,801 2,284,941   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,364,342 2,382,706   15,589
25 Contributions, gifts, grants paid....... 7,361,936 7,361,936
26 Total expenses and disbursements. Add lines 24 and 25 8,726,278 2,382,706   7,377,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,634,082
b Net investment income (if negative, enter -0-) 1,634,733
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,390,618 1,392,283 1,392,283
2 Savings and temporary cash investments......... 7,645,354 4,880,208 4,880,208
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) 19,998,242 0 0
b Investments—corporate stock (attach schedule)....... 61,600,450 Click to see attachment92,482,080 118,739,405
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).......... 21,230,252 Click to see attachment29,550,938 44,766,394
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,864,916 128,305,509 169,778,290
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 111,864,916 128,305,509
29 Total net assets or fund balances (see instructions)..... 111,864,916 128,305,509
30 Total liabilities and net assets/fund balances (see instructions). 111,864,916 128,305,509
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
111,864,916
2
Enter amount from Part I, line 27a .....................
2
16,634,082
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,783
4
Add lines 1, 2, and 3 ..........................
4
128,500,781
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
195,272
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
128,305,509
Form 990-PF (2021)
Form 990-PF (2021)
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 CENTENNIAL REAL ESTATE FUND III LP - LT P 2020-12-31 2021-12-31
b FIDELITY - PUBLICLY TRADED SECURITIES - LT P 2020-12-31 2021-12-31
c CENTENNIAL REAL ESTATE FUND IV LP - LT P 2020-12-31 2021-12-31
d CENTENNIAL REAL ESTATE FUND V, LP - LT P 2020-12-31 2021-12-31
e CLEARVUE PARTNERS II, LP - LT P 2020-12-31 2021-12-31
COSTANOA VENTURES OPP FUND LP - LT P 2020-12-31 2021-12-31
COSTANOA VENTURE CAPITAL I - LT P 2020-12-31 2021-12-31
FORAGER FUND LP - LT P 2020-12-31 2021-12-31
FRANKLIN TALOS LP - LT P 2020-12-31 2021-12-31
KEMMONS WILSON HOSPITALITY PARTNERS LP - LT P 2020-12-31 2021-12-31
KNOLL VENTURES FUND I LP - LT P 2020-12-31 2021-12-31
MCF3A - LT P 2020-12-31 2021-12-31
OLD WELL PARTNER FUND - LT P 2020-12-31 2021-12-31
STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND - LT P 2020-12-31 2021-12-31
CLEARVUE PARTNERS II, LP - ST P 2020-12-31 2021-12-31
FORAGER FUND LP - ST P 2020-12-31 2021-12-31
KNOLL VENTURES FUND I LP - ST P 2020-12-31 2021-12-31
OLD WELL PARTNER FUND - ST P 2020-12-31 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 255,007     255,007
b 1,457,053   886,311 570,742
c 704,862     704,862
d 998,891     998,891
e     195,449 -195,449
366,090     366,090
305,975     305,975
26,048     26,048
12,675     12,675
61     61
1,567     1,567
469,640     469,640
29,625     29,625
131,058   147,099 -16,041
    15,435 -15,435
    382 -382
    3,864 -3,864
    21,467 -21,467
129,363     129,363
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       255,007
b       570,742
c       704,862
d       998,891
e       -195,449
      366,090
      305,975
      26,048
      12,675
      61
      1,567
      469,640
      29,625
      -16,041
      -15,435
      -382
      -3,864
      -21,467
      129,363
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 3,617,908
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 22,723
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 22,723
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,999
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 92,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 99,999
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 294
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 76,982
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet22,800 RefundedBullet 11 54,182
Part VI-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
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletALLEN W RITCHIE Telephone no.bullet (205) 991-7733

    Located atbullet210 INVERNESS CENTER DRBIRMINGHAMAL ZIP+4bullet35242
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    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
    Yes
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    LEE J STYSLINGER JR DEC 102421 CHAIRMAN
    1.00
    0 0 0
    210 INVERNESS CENTER DRIVE
    BIRMINGHAM,AL35242
    LEE J STYSLINGER III DIRECTOR
    1.00
    0 0 0
    210 INVERNESS CENTER DRIVE
    BIRMINGHAM,AL35242
    ALLEN W RITCHIE SECRETARY
    1.00
    0 0 0
    210 INVERNESS CENTER DRIVE
    BIRMINGHAM,AL35242
    MARK STYSLINGER DIRECTOR
    1.00
    0 0 0
    210 INVERNESS CENTER DRIVE
    BIRMINGHAM,AL35242
    JON STYSLINGER DIRECTOR
    1.00
    0 0 0
    210 INVERNESS CENTER DRIVE
    BIRMINGHAM,AL35242
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    FIDELITY INVESTMENTS INVESTMENT ADVISORY SERVICES 84,755
    PO BOX 28019
    ALBUQUERQUE,NM871258019
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    97,881,154
    b
    Average of monthly cash balances.......................
    1b
    14,077,078
    c
    Fair market value of all other assets (see instructions)................
    1c
    44,866,389
    d
    Total (add lines 1a, b, and c).........................
    1d
    156,824,621
    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
    156,824,621
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,352,369
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    154,472,252
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,723,613
    Part X
    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 IX, line 6..................
    1
    7,723,613
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    22,723
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    239,160
    c
    Add lines 2a and 2b............................
    2c
    261,883
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,461,730
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,461,730
    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 XII, line 1 ...
    7
    7,461,730
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 7,461,730
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 171,295
    b From 2017...... 1,158,050
    c From 2018...... 580,072
    d From 2019......  
    e From 2020...... 663,553
    f Total of lines 3a through e ........ 2,572,970
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,377,525
    a Applied to 2020, 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 2021 distributable amount..... 7,377,525
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 84,205 84,205
    (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 2,488,765
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    87,090
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,401,675
    10 Analysis of line 9:
    a Excess from 2017.... 1,158,050
    b Excess from 2018.... 580,072
    c Excess from 2019....  
    d Excess from 2020.... 663,553
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    LEE J STYSLINGER JR DEC 102421
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AG GASTON BOYS & GIRLS CLUB
    4821 AVENUE W
    BIRMINGHAM,AL35208
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    A EDUCATION FOUNDATION
    PO BOX 4433
    MONTGOMERY,AL36103
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    ALABAMA ASSOCIATION OF NONPROFITS HBS FELLOWSHIP
    PO BOX 292305
    BIRMINGHAM,AL35229
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    ALABAMA POSSIBLE
    PO BOX 55058
    BIRMINGHAM,AL35255
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL-17
    CHICAGO,IL60601
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVE
    DALLAS,TX75231
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,100
    ANIMAL REFUGE CENTER INC
    185 BASHAM TRAIL
    VINE GROVE,KY40175
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    APPEAL OF CONSCIENCE FOUNDATION
    251 EAST 71ST STREET
    NEW YORK,NY10021
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    ARCHIMEDES SOCIETY OF MCWANE SCIENCE CENTER
    200 19TH STREET NORTH
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE 600
    ATLANTA,GA30309
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25
    ARTS FUND
    118 SOUTH 8TH STREET
    ST JOSEPH,MO64501
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500
    AUBURN UNIVERSITY FOUNDATION
    317 S COLLEGE STREET
    AUBURN,AL36849
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    BANKS ACADEMY
    8301 8TH AVENUE SOUTH
    BIRMINGHAM,AL35206
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    BANNER LAKE CLUB INC
    PO BOX 1875
    HOBE SOUND,FL33475
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    BE THE MATCH FOUNDATION
    PO BOX 1450
    MINNEAPOLIS,MN55485
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 24,425
    BIRMINGHAM EDUCATION FOUNDATION
    PO BOX 55357
    BIRMINGHAM,AL35255
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 41,050
    BIRMINGHAM SOUTH YOUNG LIFE
    PO BOX 381744
    BIRMINGHAM,AL35238
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    BIRMINGHAM SOUTHERN COLLEGE
    900 ARKADELPHIA ROAD
    BIRMINGHAM,AL35254
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75
    BIRMINGHAM SUNRISE ROTARY
    PO BOX 3045
    BIRMINGHAM,AL35202
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    BIRMINGHAM TALKS
    351 24TH STREET NORTH 785
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    BIRMINGHAM ZOO
    2630 CAHABA ROAD
    BIRMINGHAM,AL35223
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,200
    BOBBY JONES GOLF COURSE FOUNDATION
    2560 BROOKDALE DRIVE NW
    ATLANTA,GA30305
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL - ST JOE
    PO BOX 8157
    ST JOSEPH,MO64508
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    BOYS & GIRLS CLUB OF THE TEXAS HILL COUNTRY
    PO BOX 2307
    FREDERICKSBURG,TX78624
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    BOYS AND GIRLS CLUB OF THE NORTHLAND
    PO BOX 16435
    DULUTH,MN55816
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 370
    BREAKTHROUGH CANCER FOUNDATION
    44 SOUTH MAIN STREET
    SHERBORN,MA01770
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    BROWN UNIVERSITY DIVISION OF ADVANCEMENT
    PO BOX 1893
    PROVIDENCE,RI02912
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 750,000
    BUILD URBAN PROSPERITY- BUILD UP
    2301 AVENUE E
    BIRMINGHAM,AL35218
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 60,000
    BUSINESS COUNCIL FOR INTERNATIONAL UNDERSTANDING
    1500 BROADWAY 2300
    NEW YORK,NY10036
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    CAMP SMILE-A-MILE
    PO BOX 550155
    BIRMINGHAM,AL35255
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000
    CANTERBURY UNITED METHODIST CHURCH
    350 OVERBROOK RD
    BIRMINGHAM,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    CARE USA
    151 ELLIS STREET NE
    ATLANTA,GA30303
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CARVER HIGH SCHOOL
    3900 24TH STREET N
    BIRMINGHAM,AL35207
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    CASSVILLE PANTRY
    800 W 10TH STREET
    CASSVILLE,MO65625
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    CATHEDRAL EARLY CHILDHOOD CENTER
    519 N 10TH STREET
    ST JOSEPH,MO64501
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500
    CATHOLIC CHARITIES
    2121 THIRD AVE N
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    CEGAANA - COLLEGE OF ENGINEERING GUINDY ALUMNI ASSOCIATION OF NORTH AMERIC
    860 GARDEN STREET
    MILPITAS,CA95035
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    CENTRAL REFORMED CHURCH
    815 2ND AVE EAST
    OSKALOOSA,IA52577
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250
    CHESAPEAKE HUMANE SOCIETY
    312 N BATTLEFIELD BLVD
    CHESAPEAKE,VA23320
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    CHILDREN FIRST ALLIANCE OF ALABAMA
    PO BOX 5248
    MONTGOMERY,AL36103
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CHILDREN'S AID SOCIETY OF ALABAMA
    2141 14TH AVENUE SOUTH
    BIRMINGHAM,AL35205
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    CHILDREN'S HARBOR
    1 OUR CHILDRENS HIGHWAY
    ALEXANDER CITY,AL35010
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000
    CHILDREN'S OF ALABAMA
    1600 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    CHILDREN'S TUMOR FOUNDATION
    MAIL CODE 6895 PO BOX 7247
    PHILADELPHIA,PA19170
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    COLE-CLARKE BOYS & GIRLS CLUB IN HOBE SOUND
    11500 SE LARES AVE
    HOBE SOUND,FL33455
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    COLLEGE CHOICE FOUNDATION
    1919 OXMOOR ROAD STE 324
    HOMEWOOD,AL35209
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    COLONIAL ELEMENTARY PTA
    142 MURRAY DRIVE
    TROUTVILLE,VA24175
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 420
    COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
    2100 FIRST AVENUE NORTH SUITE 700
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    COMMUNITY FURNITURE BANK
    219 DISTRIBUTION DRIVE
    BIRMINGHAM,AL35209
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    COMMUNITY PARTNERSHIP OF ALABAMA
    PO BOX 320189
    BIRMINGHAM,AL35232
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500,000
    COOPERATIVE DOWNTOWN MINISTRIES INC
    PO BOX 11722
    BIRMINGHAM,AL35202
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 225,000
    CORNERSTONE SCHOOLS OF DETROIT ASSOCIATION
    306 E FOURTH STREET
    ROYAL OAK,MI48067
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    CROHN'S & COLITIS FOUNDATION
    PO BOX 59486
    BIRMINGHAM,AL35259
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000
    DOGS DESERVE BETTER INC
    1915 MOONLIGHT ROAD
    SMITHFIELD,VA23430
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 350
    DULUTH HERITAGE SPORTS CENTER FOUNDATION
    120 SOUTH 30TH AVENUE WEST
    DULUTH,MN55812
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    EAST SIDE LIONS CLUB OF ST JOSEPH MISSOURI
    PO BOX 8653
    ST JOSEPH,MO64508
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    EASTER SEALS GREATER HOUSTON
    4888 LOOP CENTRAL DRIVE SUITE 200
    HOUSTON,TX77081
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    ELIZABETH COMMUNITY AND TECHNICAL COLLEGE
    600 COLLEGE STREET ROAD
    ELIZABETHTOWN,KY42701
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    EPILEPSY FOUNDATION OF ALABAMA
    3001 LORNA ROAD SUITE 311
    BIRMINGHAM,AL35216
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,250
    EWI SCHOLARSHIP PROGRAM
    1288 N SUMMIT AVE STE 107 PMB 124
    OCONOMOWOC,WI53066
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    FCA AUBURN UNIVERSITY CENTER
    PO BOX 3525
    AUBURN,AL36831
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    FEEDING AMERICA SOUTHWEST VIRGINIA
    1025 ELECTRIC ROAD
    SALEM,VA24153
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    FLORIDA CHAMBER FOUNDATION
    136 S BRONOUGH ST
    TALLAHASSEE,FL32301
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    FRESH WATER LAND TRUST
    PO BOX 337
    BIRMINGHAM,AL35201
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    FRIENDS OF BIRMINGHAM BOTANICAL GARDENS
    2612 LANE PARK ROAD
    BIRMINGHAM,AL35223
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    FRIENDS OF JEMISON PARK
    PO BOX 530813
    MOUNTAIN BROOK,AL35253
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    GIRLSPRING
    PO BOX 530284
    BIRMINGHAM,AL35253
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    GLENWOOD
    150 GLENWOOD LANE
    BIRMINGHAM,AL35242
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    GOLDEN RETRIEVER RESCUE OF NORTH TEXAS
    PO BOX 870031
    DALLAS,TX75367
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    GRACE HOUSE
    PO BOX 35064
    FAIRFIELD,AL35064
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    GREEN VALLEY BAPTIST CHURCH
    3110 COOK ROAD
    ST JOSEPH,MO64506
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    HAND IN PAW
    617 38TH STREET SOUTH
    BIRMINGHAM,AL35222
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    HARVARD BUSINESS SCHOOL
    TEELE HALL- SOLDIERS FIELD 230
    WESTERN AVE
    BOSTON,MA02163
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 350,000
    HARVESTERS
    3801 TOPPING AVE
    KANSAS CITY,MO64129
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    HELLENIC MINISTRIES
    PO BOX 726
    WHEATON,IL60187
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    HOOVER INSTITUTION
    434 GALVEZ MALL
    STANFORD,CA94305
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    HOPE INSTITUTE
    PO BOX 530491
    MOUNTAIN BROOK,AL35253
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    HOSPICE OF THE UPSTATE
    1835 ROGERS ROAD
    ANDERSON,SC29621
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250
    I3 ACADEMY
    230 49TH STREET N
    BIRMINGHAM,AL35212
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    INDEPENDENT PRESBYTERIAN CHURCH-SOCIAL SERVICES FUND
    3100 HIGHLAND AVENUE S
    BIRMINGHAM,AL35205
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    INNOVATE BIRMINGHAM
    1500 1ST AVE N
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    INNOVATION DEPOT
    1500 FIRST AVENUE NORTH
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33,333
    INTERNATIONAL TENNIS HALL OF FAME
    194 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    JOE TICHELI
    332 ANSLEY PLACE CT
    HOUMA,LA70360
    NONE I STORM RELIEF - HURRICANE LAURA - AUGUST 2020 2,000
    JONES VALLEY TEACHING FARM
    PO BOX 320230
    BIRMINGHAM,AL35232
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 61,000
    JORDY BOURG
    302 DARALYN DRIVE
    HOUMA,LA70363
    NONE I STORM RELIEF - HURRICANE LAURA - AUGUST 2020 2,000
    JOURNEY FORWARD
    PO BOX 30
    BIRMINGHAM,AL35064
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150,000
    JUNA OF ALABAMA
    106 CRESTVIEW DRIVE
    BIRMINGHAM,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,250
    KANSAS STATE UNIVERSITY FOUNDATION
    1800 KIMBALL AVE SUITE 200
    MANHATTAN,KS66502
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 700
    KHRISTIAN DUPREE
    326 DARALYN DRIVE
    HOUMA,LA70363
    NONE I STORM RELIEF - HURRICANE LAURA - AUGUST 2020 2,000
    LEADERSHIP ALABAMA
    PO BOX 131394
    BIRMINGHAM,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    LIVING CLASSROOMS
    1417 THAMES STREET
    BALTIMORE,MD21231
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    LOVELADY CENTER
    7916 2ND AVE SOUTH
    BIRMINGHAM,AL35206
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    MADE 4 ME INC
    5540 ATLANTIC SPRINGS ROAD
    RALEIGH,NC27616
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    MAYO CLINIC
    200 1ST STREET SW
    ROCHESTER,MN55905
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    MEALS ON WHEELS INC OF TARRANT COUNTY
    5740 AIRPORT FREEWAY
    FORTH WORTH,TX76117
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250
    MIKE NAFF MEMORIAL GOLF TOURNAMENT
    241 SHELIAH COURT
    BLACKSBURG,VA24060
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100
    MONTEREY PENINSULA FOUNDATION
    1 LOWER RAGSDALE DRIVE BLD 3 STE
    100
    MONTEREY,CA93340
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    MOUNTAIN BROOK FRATERNAL ORDER OF POLICE
    101 TIBBETT STREET
    MOUNTAIN BROOK,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    M-POWER MINISTRIES
    PO BOX 321233
    BIRMINGHAM,AL35232
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500
    NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE
    222 SOUTH RIVERSIDE PLAZA SUITE
    1870
    CHICAGO,IL60606
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    2200 WOODCREST PLACE STE 230
    BIRMINGHAM,AL35209
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,132
    NEBRASKA ADAPTIVE SPORTS
    PO BOX 540875
    OMAHA,NE68154
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 750
    NORTH FOREST PINES ELEMENTARY
    11501 FOREST PARK DRIVE
    RALEIGH,NC27614
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250
    NORTHSTAR SOCCER MINISTRIES
    PO BOX 11512
    BIRMINGHAM,AL35202
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    NORTHWESTERN UNIVERSITY
    28274 NETWORK PLACE
    CHICAGO,IL60673
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    NOYES HOME FOR CHILDREN
    801 N NOYES BLVD ST
    ST JOSEPH,MO64506
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    OPERATION UNDERGROUND RAILROAD INC
    755 SOUTH MAIN STREET 194
    CEDAR CITY,UT84720
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 400
    PACIFIC NORTHWEST LINEMAN RODEO
    17200 NE SACRAMENTO ST
    PORTLAND,OR97230
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    PARCA - PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA
    PO BOX 293931
    BIRMINGHAM,AL35229
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    PARKINSON ASSOCIATIONS OF ALABAMA
    PO BOX 590146
    BIRMINGHAM,AL35254
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    PCCA EDUCATION AND RESEARCH FOUNDATION
    PO BOX 638
    CHURCHTON,MD20733
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    PLANET WORD MUSEUM
    925 13TH STREET NW
    WASHINGTON,DC20005
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    PONY EXPRESS COUNCIL BSA
    1704 BUCKINGHAM STREET
    ST JOSEPH,MO64508
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    PORT DAWG BOOSTER CLUB
    90 RAGSDALE STREET
    TRAVIS AFB,CA94535
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    PRE-SCHOOL PARTNERS
    4447 MONTEVALLO ROAD
    BIRMINGHAM,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    PROSPER BIRMINGHAM LLC - BIRMINGHAM PROMISE
    1721 3RD AVE NORTH SUITE 202
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,500,000
    QUARTERBACKING CHILDREN'S HEALTH FOUNDATION
    PO BOX 10367
    BIRMINGHAM,AL35202
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    QUEST
    2200 BRIARWOOD WAY
    BIRMINGHAM,AL35243
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    RAMSEY FOUNDATION
    PO BOX 121859
    NASHVILLE,TN37212
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    RANGER PTO
    PO BOX 43751
    BIRMINGHAM,AL35243
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 125
    RED MOUNTAIN GRACE
    2120 16TH AVE S 201
    BIRMINGHAM,AL35205
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000
    RED MOUNTAIN THEATRE COMPANY
    PO BOX 278
    BIRMINGHAM,AL35201
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 165,000
    RESTORATION ACADEMY
    PO BOX 30
    BIRMINGHAM,AL35064
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    RIGHT FROM THE START THE BELL CENTER
    PO BOX 590127
    BIRMINGHAM,AL35259
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    ROANOKE VALLEY ECONOMIC DEVELOPMENT CENTER
    111 FRANKLIN ROAD SE
    ROANOKE,VA24011
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    ROCKHURST UNIVERSITY
    1100 ROCKHURST ROAD
    KANSAS CITY,MO64110
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    SAWYERVILLE DAY CAMP
    521 20TH STREET NORTH
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    SECOND HARVEST COMMUNITY FOOD BANK
    915 DOUGLAS STREET
    ST JOSEPH,MO64505
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 306
    SECOND HELPINGS
    1121 SOUTHEASTERN AVENUE
    INDIANAPOLIS,IN46202
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500
    SISTERS OF SOLACE
    1703 SOUTH 12TH
    ST JOSEPH,MO64503
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    SMILE-A-MILE
    1600 2ND AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    SNAP CATS
    4663 PETALUMA HILL ROAD
    SANTA ROSA,CA95404
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 725
    SPECIAL OLYMPICS MISSOURI
    7205 S WOODBINE ROAD
    ST JOSEPH,MO64507
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 510
    SPEED FOR NEED INC
    338 S SHARON AMITY RD 220
    CHARLOTTE,NC28211
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    SPRING VALLEY SCHOOL
    2701 SYDNEY DRIVE
    BIRMINGHAM,AL35211
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    ST FRANCIS XAVIER SCHOOL
    2 XAVIER CIRCLE
    BIRMINGHAM,AL35213
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,450
    STAIR
    3703 5TH AVENUE SOUTH SUITE 400
    BIRMINGHAM,AL35222
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    SUMMIT CHARTER SCHOOL FOUNDATION INC
    PO BOX 2493
    CASHIERS,NC28717
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    THE ADDICTION PREVENTION COALITION
    324 COMMONS DRIVE
    BIRMINGHAM,AL35209
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    THE ALTAMONT SCHOOL
    4801 ALTAMONT ROAD S
    BIRMINGHAM,AL35222
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    THE BOY SCOUTS OF AMERICA BLUE RIDGE MTNS COUNCIL
    PO BOX 7606
    ROANOKE,VA24019
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    THE BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200,000
    THE CENTER FOR EXECUTIVE LEADERSHIP
    200 UNION HILL DRIVE SUITE 200
    BIRMINGHAM,AL35209
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    THE LEARNING TREE
    PO BOX 1306
    SEMMES,AL36575
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 22324
    NEW YORK,NY10087
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100
    THE LINLY HEFLIN UNIT
    13 OFFICE PARK CIRCLE SUITE 8
    BIRMINGHAM,AL35223
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    THE MIKE SLIVE FOUNDATION
    PO BOX 530748
    BIRMINGHAM,AL35253
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    THE RIVER FUND NEW YORK
    89-11 LEFFERTS BLVD
    RICHMOND HILL,NY11418
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,500
    THE SALVATION ARMY BIRMINGHAM AREA COMMAND
    2015 26TH AVENUE NORTH
    BIRMINGHAM,AL35242
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,740
    THE TRUSTEES
    200 HIGH STREET 4TH FLOOR
    BOSTON,MA02110
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    THE UNIVERSITY OF ALABAMA-BLACKBURN INSTITUTE
    203 ROSE ADMINISTRATION BUILDING -
    BOX 870100
    TUSCALOOSA,AL35487
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    THE V FOUNDATION
    14600 WESTON PARKWAY
    CARY,NC27513
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50
    THE WORLD GAMES
    950 22ND STREET NORTH SUITE 600
    BIRMINGHAM,AL35203
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 150,000
    TREE FUND
    552 S WASHINGTON ST 109
    NAPERVILLE,IL60540
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    TROY USD 429
    230 W POPLAR STREET
    TROY,KS66087
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    US SKI & SNOWBOARD FOUNDATION
    1 VICTORY LANE BOX 100
    PARK CITY,UT84060
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    UAB ATHLETICS FOUNDATION
    ULLMAN 339 - 1220 UNIVERSITY BLVD
    BIRMINGHAM,AL35294
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    UAB COMPREHENSIVE CANCER CARE
    WTI 210 G 1720 2ND AVE SOUTH
    BIRMINGHAM,AL35294
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    UAB
    1720 2ND AVE SOUTH
    BIRMINGHAM,AL35294
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000,000
    UGA FOUNDATION
    PO BOX 1472
    ATHENS,GA30603
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    UNITED FUND OF SURRY
    141 MOORE AVENUE
    MOUNT AIRY,NC27030
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    UNITED WAY MID-WEST
    118 SOUTH 5TH STREET
    ST JOSEPH,MO64501
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    UNITED WAY OF CENTRAL ALABAMA INC
    3600 8TH AVENUE SOUTH
    BIRMINGHAM,AL35222
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 55,700
    UNITED WAY OF CENTRAL KENTUCKY
    604 N MAIN
    ELIZABETHTOWN,KY42701
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    UNITED WAY OF E-TOWN
    604 N MAIN
    ELIZABETHTOWN,KY42701
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 15,000
    UNITED WAY OF GRANVILLE
    PO BOX 1542 600 COLLEGE ST ROOM 220
    OXFORD,NC27565
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    UNITED WAY OF ROANOKE
    325 CAMPBELL AVE SW 3624
    ROANOKE,VA24016
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    USSGA MEMORIAL FUND
    49 KNOLLWOOD RD
    ELMSFORD,NY10523
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    VALLEYWISE HEALTH FOUNDATION
    2901 E CAMELBACK RD STE 202
    PHOENIX,AZ85016
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    VAX 2 STOP CANCER
    PO BOX 530044
    BIRMINGHAM,AL35253
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    VENTURE FOR AMERICA INC
    40 WEST 29TH STREET SUITE 301
    NEW YORK,NY10001
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    WALK WITH ME
    13070 CALLAE DRIVE
    CONIFER,CO80433
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50
    WEST PALM BEACH GOLF PARK
    7001 PARKER AVE
    WEST PALM BEACH,FL33405
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250,000
    WORLD GOLF HALL OF FAME & MUSEUM
    ONE WORLD GOLF PLACE
    ST AUGUSTINE,FL32092
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    YMCA OF GREATER BIRMINGHAM-CAMP COSBY
    2290 PAUL BEAR BRYANT ROAD
    ALPINE,AL35014
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 200
    YMCA OF THE TRIANGLE
    801 CORPORATE DRIVE
    RALEIGH,NC27607
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    YMCA OF VIRGINIA'S BLUE RIDGE
    PO BOX 2130
    ROANOKE,VA24009
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    YOUNG LIFE (MISSOURI)
    2565 STATE HWY H
    LAMPE,MO65681
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11,000
    YOUNG LIFE CLEARWATER COVE
    PO BOX 70065
    PRESCOTT,AZ86304
    NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33,000
    Total .................................bullet 3a 7,361,936
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
             
    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 ............
        18 3,617,908  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSTATE TAX REFUND - NC
        01 459  
    bSTATE TAX REFUND - GA     01 772  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 5,310,360 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,310,360
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    ALTECSTYSLINGER FOUNDATION
     
    Employer identification number

    72-1372302
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ALTECSTYSLINGER FOUNDATION
     
    Employer identification number
    72-1372302
    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
    GLOBAL RENTAL COMPANY
     
    33 INVERNESS CENTER PKWY SUITE 250
     
    BIRMINGHAM, AL35242

    $ 20,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    MARK J STYSLINGER
    3315 DELL ROAD
     
    BIRMINGHAM, AL35223

    $ 50,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ALTECSTYSLINGER FOUNDATION
     
    Employer identification number

    72-1372302
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ALTECSTYSLINGER FOUNDATION
     
    Employer identification number

    72-1372302
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,785 5,196   15,589

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIRBUS 355,557 531,548
    ADVANCE AUTO PARTS INC 272,984 491,514
    ALPHABET INC 331,475 1,035,905
    AMAZON.COM 443,948 823,582
    CHARTER COMMUNICATIONS INC 412,445 693,696
    COMCAST CORP 369,537 454,983
    DANAHER CORPORATION 338,458 1,366,050
    FACEBOOK INC 397,599 700,617
    LOWES COMPANIES INC 355,245 1,219,250
    MICROSOFT CORP 355,086 1,307,612
    NORTHROP GRUMMAN CORP 468,076 488,095
    SHERWIN WILLIAMS CO 589,579 686,845
    UNITED HEALTH GROUP 377,543 776,811
    VISA INC 537,818 599,420
    ISHARES MSCI EAFE ETF 12,222,397 13,216,817
    ISHARES MSCI EMERGING 4,151,725 3,986,819
    ISHARES RUSSELL 2000 16,308,545 21,087,661
    SPDR S&P 500 ETF 37,913,790 47,031,824
    AMERICAN CAMPUS COMM 1,726,850 2,263,779
    CROWN CASTLE INTL CO 2,062,118 2,494,931
    DIGITAL REALTY TRUST 2,061,781 2,501,634
    IRON MTN INC 2,151,047 3,396,774
    PROLOGIS INC 2,055,877 3,247,737
    PUBLIC STORAGE 2,085,186 3,316,269
    SUN COMMUNITIES 2,048,202 2,769,858
    VENTAS INC 2,089,212 2,249,374

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CATALIO CREDIT OPPORTUNITIES FUND I LP AT COST 200,000 188,838
    CATALIO NEXUS FUND III LP AT COST 750,000 699,210
    STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND AT COST 19,843 18,496
    COATUE OFFSHORE FUND, LTD. AT COST 2,000,000 4,737,961
    COATUE SMART TRANSPORTATION & OFFSHORE FEEDER FUND I, LP AT COST 1,996,722 3,757,924
    COATUE UPLIGHT AT COST 1,020,000 1,005,265
    OLD WELL PARTNERS FUND AT COST 2,000,000 2,118,801
    CENTENNIAL REAL ESTATE FUND VI AT COST 1,957,904 1,856,410
    CLEARVUE PARTNERS II LTD. AT COST 1,632,740 2,273,368
    CLEARVUE PARTNERS III LTD. AT COST 1,046,685 1,273,169
    COSTANOA VENTURES IV, LP AT COST 670,947 762,104
    COSTANOA VENTURES OPPORTUNITY FUND, LP AT COST 494,004 1,634,310
    COSTANOA VENTURES OPPORTUNITY FUND II, LP AT COST 793,816 1,130,702
    COSTANOA VENTURES I, LP AT COST 0 1,515,778
    FORAGER FUND, LP AT COST 1,000,000 1,721,228
    FRANKLIN TALOS LP AT COST 789,957 1,979,427
    HARLEM CAPITAL PARTNERS VENTURE FUND II LP AT COST 100,000 85,367
    KEMMONS WILSON HOSPITALITY PARTNERS LP AT COST 1,349,294 1,618,751
    KHOSLA VENTURES VII LP AT COST 338,000 316,818
    KNOLL VENTURES FUND I AT COST 558,351 885,881
    MCF3A AT COST 1,004,472 1,004,472
    MCF3B AT COST 448,807 448,807
    PETERSON PRIVATE EQUITY IX LP AT COST 601,123 1,009,403
    HARDINGE (PRIVET CAPITAL) AT COST 2,000,000 4,430,591
    QUAD-C PARTNERS X LP AT COST 168,602 160,043
    SW NEIGHBORHOOD CENTERS II LLC AT COST 865,727 865,727
    BREP EUROPE VI LP AT COST 1,270,248 1,709,180
    SILVER LAKE ALPINE (OFFSHORE) LP AT COST 3,673,696 4,765,841
    SOLAREIT FUND I LP AT COST 800,000 792,522

    TY 2021 OtherDecreasesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Description Amount
    UNREALIZED LOSSES 195,272


    TY 2021 OtherExpensesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEE 1,334 1,334   0
    INVESTMENT FEES - FROM PASSTHROUGH 489,006 488,920   0
    CENTENNIAL REAL ESTATE FUND III, LP 8,354 253,307   0
    CENTENNIAL REAL ESTATE FUND IV, LP 54,184 588,078   0
    CENTENNIAL REAL ESTATE FUND V, LP 223,322 817,887   0
    CENTENNIAL REAL ESTATE FUND VI, LP 115,353 30,167   0
    KWHP 94,519 94,519   0
    PETERSON PARTNERS 9,016 9,016   0
    FORAGER FUND 984 984   0
    SOLAREIT FUND I LP 729 729   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BREP EUROPE VI 50 50 50
    MCF3A 2,524 2,524 2,524
    MCF3B 268 268 268
    OLD WELL PARTNER FUND 1,120 1,120 1,120
    SW NEIGHBORHOOD CENTERS II LLC 4,890 4,890 4,890
    SW NEIGHBORHOOD CENTERS II LLC -UBIT 0 -3,541 0
    CREF III - UBIT 0 -244,962 0
    CREF IV - UBIT 0 -533,894 0
    CREF V - UBIT 0 -594,565 0
    CREF VI - UBIT 0 85,186 0
    CLEARVUE PARTNERS - UBIT 0 86 0
    STATE TAX REFUND - NC 459   459
    STATE TAX REFUND - GA 772   772


    TY 2021 OtherIncreasesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Description Amount
    BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND III, LP 8
    BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND IV, LP 20
    BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND V, LP 33
    BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND VI, LP 113
    BOOK/TAX DIFFERENCE - KEMMONS WILSON HOSPITALITY PARTNERS, LP 87
    BOOK/TAX DIFFERENCE - FRANKLIN TALOS LP 1,520
    BOOK/TAX DIFFERENCE - SW NEIGHBORHOODS CENTER II 2


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES - FIDELITY 84,762 84,762   0


    TY 2021 TaxesSchedule
    Name:
    ALTECSTYSLINGER FOUNDATION
    EIN:
    72-1372302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTH CAROLINA INCOME TAX 1,500 0   0
    FEDERAL INCOME TAX 2019 2,687 0   0
    FEDERAL INCOME TAX 2020 - EXTENSION 250,000 0   0
    FOREIGN 7,807 7,807   0