Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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) 710-8811
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,840,209J 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) 1,780,283
2 Check right arrow.............
3 Interest on savings and temporary cash investments 109,704 76,996  
4 Dividends and interest from securities... 186 186  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,518
b Gross sales price for all assets on line 6a 2,529
7 Capital gain net income (from Part IV, line 2)... 2,529
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)....... Click to see attachment
List of Attached Documents:
// Content
26,911 20,095 0
12 Total. Add lines 1 through 11........ 1,919,602 99,806 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,875 1,223 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,000 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,076 0 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
List of Attached Documents:
// Content
164,246 7,528 0 103,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 187,197 8,751 0 103,700
25 Contributions, gifts, grants paid....... 497,999 497,999
26 Total expenses and disbursements. Add lines 24 and 25 685,196 8,751 0 601,699
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,234,406
b Net investment income (if negative, enter -0-) 91,055
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 342,210 1,653,208 1,653,208
2 Savings and temporary cash investments......... 200,000    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,101,886 		Click to see attachment
List of Attached Documents:
// Content
2,187,001 		Click to see attachment
List of Attached Documents:
// Content
2,187,001
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,644,096 3,840,209 3,840,209
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
26 		Click to see attachment
List of Attached Documents:
// Content
3,200
23 Total liabilities (add lines 17 through 22)......... 26 3,200
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 2,644,070 3,837,009
29 Total net assets or fund balances (see instructions)..... 2,644,070 3,837,009
30 Total liabilities and net assets/fund balances (see instructions). 2,644,096 3,840,209
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
2,644,070
2
Enter amount from Part I, line 27a .....................
2
1,234,406
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,878,476
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
41,467
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,837,009
Form 990-PF (2022)
Form 990-PF (2022)
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 STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY QP FUND P 2013-08-19 2022-12-31
b AGP MAJESTIC, LLC P 2021-12-10 2022-12-31
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 2,529     2,529
b       0
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       2,529
b       0
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 2,529
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 1,266
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 1,266
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 1,266
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 1,240
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,540
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 274
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow274 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.LONGLEWISFOUNDATION.ORG
14
The books are in care ofright arrowLESLIE OUELLETTE Telephone no.right arrow (256) 248-1306

Located atright arrowPO BOX 4154MUSCLE SHOALSAL ZIP+4right arrow35662
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
2,187,001
b
Average of monthly cash balances.......................
1b
671,686
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,858,687
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
2,858,687
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,880
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,815,807
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
140,790
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
140,790
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,266
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
6,241
c
Add lines 2a and 2b............................
2c
7,507
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
133,283
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
133,283
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
133,283
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
601,699
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
601,699
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 133,283
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 190,028
b From 2018...... 380,999
c From 2019...... 490,079
d From 2020...... 269,041
e From 2021...... 550,642
f Total of lines 3a through e ........ 1,880,789
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 601,699
a Applied to 2021, 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 2022 distributable amount..... 133,283
e Remaining amount distributed out of corpus 468,416
5 Excess distributions carryover applied to 2022. 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 2,349,205
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		190,028
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		2,159,177
10 Analysis of line 9:
a Excess from 2018.... 380,999
b Excess from 2019.... 490,079
c Excess from 2020.... 269,041
d Excess from 2021.... 550,642
e Excess from 2022.... 468,416
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
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 right arrow
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 (2022)
Form 990-PF (2022)
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

A NEW BEGINNING

122 HELTON COURT
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 8,950

AGAPE OF CENTRAL ALABAMA

PO BOX 23472
MONTGOMERY,AL36123 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

ALABAMA KIDNEY FOUNDATION

PO BOX 2883
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

ALABAMA SHERIFFS YOUTH RANCHES INC

2680 BELL RD
MONTGOMERY,AL36117 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

ALEX'S LEMONADE STAND FOUNDATION

111 PRESIDENTIAL BLVD STE 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 2,500

AMERICAN CANCER SOCIETY

1100 IRELAND WAY
BIRMINGHAM,AL35205 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ANGEL TREE

2015 26TH AVE N
BIRMINGHAM,AL35234 		NONE 501(C)(3) OPERATIONAL SUPPORT 34,350

ARBY'S FOUNDATION

3 GLENLAKE PKWY
ATLANTA,GA30328 		NONE 501(C)(3) OPERATIONAL SUPPORT 750

AUTAUGA CHRISTMAS TEAM

276 TERI LN
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

BAKER FAMILY FOUNDATION

118 W TOMBIGBEE ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

BAPTIST CAMPUS MINISTRIES

401 UNIVERSITY BLVD
TUSCALOOSA,AL35401 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,200

BIG BROTHERS BIG SISTERS OF THE SHOALS

505 N COLUMBIA AVE C
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000

CAHABA SHRINERS

16146 E GLENN VALLEY DR
ATHENS,AL35611 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

CHILDREN'S OF ALABAMA

1600 7TH AVE S
BIRMINGHAM,AL35233 		NONE 501(C)(3) OPERATIONAL SUPPORT 350

COC FOODPANTRY

PO BOX 611
DECATUR,AL35601 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

COLBERT-LAUDERDALE BAPTIST ASSOCIATION

3901 HATCH BLVD
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 7,554

COMMON GROUND SHOALS

PO BOX 485
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000

COMPASSION INTERNATIONAL

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

CROSS POINT CHURCH OF CHRIST

1350 COX CREEK PKWY
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,400

CROSSROADS COMMUNITY OUTREACH

318 S COURT ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,300

DESHLER HIGH SCHOOL

598 N HIGH ST
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

EASTER SEALS NORTHWEST ALABAMA

1450 AVALON AVE
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

EVANS SPECIAL BENEFIT FUND

328 KINGSLEY DR
SELMA,AL36701 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

FAMILY SUPPORT CENTER

1760 W 4805 S
TAYLORSVILLE,UT84129 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS RD
KANSAS CITY,MO34129 		NONE 501(C)(3) OPERATIONAL SUPPORT 63,735

FIRST BAPTIST CHURCH OF COLBERT HEIGHTS

6000 WOODMONT DR
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 600

FIRST PRIORITY OF NORTH ALABAMA

12060 CTY LINE RD STE J
MADISON,AL35756 		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000

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 LN
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

HABITAT FOR HUMANITY

431 W 4TH ST STE A
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

HANDS OF HOPE INTERNATIONAL

PO BOX 252
KILLEN,AL35645 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

HASRA

4101 US-72
KILLEN,AL35645 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

HBCU PIGSKIN SHOWDOWN FOUNDATION

2221 SOUTH WEBSTER AVE STE A-300
GREEN BAY,WI54301 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

HERITAGE CHRISTIAN UNIVERSITY

3625 HELTON DRIVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

HIGHLAND PARK BAPTIST CHURCH

503 S WILSON DAM RD
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 12,430

JUNIOR LEAGUE OF THE SHOALS

PO BOX 793
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,160

KINGDOM CONNECTIONS INTERNATIONAL

553 MALONE CIRCLE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,400

LIFE ON WHEELS

PO BOX 3592
OAK BROOK,IL60522 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

MAKE A WISH FOUNDATION

651 FAIRGROUNDS RD
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

MARBURY CHURCH OF GOD

PG35WV
MARBURY,AL36051 		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

NORTH ALABAMA READING AIDS

501 N SEMINARY ST
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

ONWARD CAMPUS MINISTRY

PO BOX 3892
AUBURN,AL36831 		NONE 501(C)(3) OPERATIONAL SUPPORT 50,000

OUTREACH OUTDOORS

2635 CTY RD 200
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

RED BAY FREE WILL BAPTIST CHURCH

1303 HWY 24
RED BAY,AL35585 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

SALVATION ARMY

501 ARCHDALE DR
CHARLOTTE,NC28217 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,775

SAMARITAN COUNSELING CENTER

2911 ZELDA RD
MONTGOMERY,AL36106 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SELMA ALABAMA CHAPTER OF THE LINKS INC

PO BOX 1343
SELMA,AL36702 		NONE 501(C)(3) OPERATIONAL SUPPORT 350

SELMA CITY SCHOOLS

2194 BROAD STREET
SELMA,AL36701 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

SHEFFIELD FIRST UNITED METHODIST CHURCH

701 N MONTGOMERY AVE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,300

SHOALS AREA COARMM INC

500 S MONTGOMERY AVE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SHOALS CIVIC LEAGUE

PO BOX 2823
MUSCLE SHOALS,AL35662 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SMILE-A-MILE

127 BLACKBERRY TRL
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

SPIRITHORSE TRC AT THE MERCY SEAT

1962 SUNCREST DR
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 2,000

TEE IT UP FOR A CURE

708 WILSON DAM CIRCLE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 225

THE HEALING PLACE

2409 WILDWOOD ST
MUSCLE SHOALS,AL35662 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE HELP CENTER

PO BOX 1713
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

THE MEAL BARREL PROJECT

310 WILHOLT ST
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

THE RESCUE ME PROJECT

1300 STE E JOHN R ST
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 12,000

UNA CHRISTIAN STUDENT CENTER

547 OAKVIEW CIR
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 800

UNA FOUNDATION

UNA BOX 5004
FLORENCE,AL35632 		NONE 501(C)(3) OPERATIONAL SUPPORT 32,000

UNITED CEREBRAL PALSY CENTER

507 N HOOK ST
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

UNITED WAY OF NORTHWEST ALABAMA

118 E MOBILE ST STE 300
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 15,000

WELCOME INC

100 LAKE ANAWANDA RD
ROSCOE,NY12776 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

WELLS OF HOPE MINISTRIES INC

PO BOX 51173
AMARILLO,TX79159 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

WOODMONT BAPTIST CHURCH

2001 DARBY DR
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 800

YMCA

2121 HELTON DR
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,500

1TABLE

116 E MOBILE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

ADULT AND TEEN CHALLENGE OF ALABAMA

PO BOX 270
LINCOLN,AL35096 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

AERIAL GLOBAL COMMUNITY

150 3RD AVE S 1800
NASHVILLE,TN37203 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

ALABAMA CONSERVATION ENFORCEMENT OFFICERS

574 ROARK TRCE
MONTGOMERY,AL36116 		NONE 501(C)(3) OPERATIONAL SUPPORT 450

ALL NATIONS CHURCH

3614 DRAKE AVE SW
HUNTSVILLE,AL35805 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

ALL THINGS MINISTRIES

106 NORTH ROSS STREET
AUBURN,AL36830 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,100

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,600

AMERICAN LEGION

PO BOX 1055
INDIANAPOLIS,IN46206 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ARMSTEAD ATHLETICS

403 W TUSCALOOSA ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

ARMSTEAD CHAPEL CME CHURCH

121 SIMPSON ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

AUTAUGA COUTY DEPT OF HUMAN RESOURCES

203 N COURT ST
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

BAPTIST HEALTH CARE FOUNDATION

PO BOX 241647
MONTGOMERY,AL36124 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

BEAR CREEK COLLABORATIVE

2300 OVERTON FARM ROAD
HODGES,AL35571 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

BETHEL CUMBERLAND PRESBYTERIAN CHURCH

408 E ALABAMA ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 100

BLUE JEAN SERVICES OF DALLAS COUNTY INC

PO BOX 1606
SELMA,AL36702 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

BRANDED BY GRACE COWBOY MINISTRIES

PO BOX 483
CLYDE,TX79510 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

BUCKS RANCH CAMPS

302 FAITH WAY
WAYNESBORO,TN38485 		NONE 501(C)(3) OPERATIONAL SUPPORT 450

BUTTERFLY BRIDGE CAC

1807 STATION DR SUITE D
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

CARINGPLACE OF THE SHOALS INC

216 MARENGO STREET SUITE I
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

CASA OF AUTAUGA COUNTY

696 SILVER HILLS DR SUITE 104
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

CENTRAL AL REGIONAL CHILD ADVOCACY CENTER

420 BROAD ST
SELMA,AL36701 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

CHILDREN FOR LIFE

943 DEVILLE DR E
LARGO,FL33771 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

COLBERT COUNTY DVRC

201 NORTH MAIN STREET
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

CONCORD ELEMENTARY SCHOOL

770 MCCLAIN RD
BESSEMER,AL35023 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

CREATE FOUNDATION

213 W MAIN ST 100
TUPELO,MS38804 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

FBC ROGERSVILLE

222 COLLEGE ST
ROGERSVILLE,AL35652 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,600

FCA OF CENTRAL AL

PO BOX 230685
MONTGOMERY,AL36123 		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000

FLORENCE CIVITAN CLUB

209 NORTH WALNUT STREET
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

FRIENDS OF THE SHEFFIELD PUBLIC LIBRARY

316 N MONTGOMERY AVE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

GIRLS ON THE RUN NORTH ALABAMA

PO BOX 2437
MADISON,AL35758 		NONE 501(C)(3) OPERATIONAL SUPPORT 640

GWAM

249 COLLEGE DRIVE
ORANGE PARK,FL32065 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

HAND IN PAW

617 38TH ST S
BIRMINGHAM,AL35222 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

HEALING HANDS INTERNATIONAL

455 MCNALLY DR
NASHVILLE,TN37211 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

HEALTH CONNECT AMERICA

1121 GREENWOOD CROSSINGS CT 103
BESSEMER,AL35022 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

HOMEVIEW HOLISTIC FAMILY HEALTHCARE CTR

152 MEADOW LN
DEATSVILLE,AL36022 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

J3 CONSTRUCTION

INGE PLACE
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

JOSH WILLINGHAM FOUNDATION

PO BOX 2194
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

JOURNEY CHURCH

435 SHEILA BLVD
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

KIDS TO LOVE FOUNDATION

140 CASTLE DR
MADISON,AL35758 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

KIDZ OUTDOORS

107 NORTH PKWY
HUEYTOWN,AL35023 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

KIWANIS CLUB OF FLORENCE

PO BOX 1034
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 100

KIWANIS OF MUSCLE SHOALS

P O BOX 2823
MUSCLE SHOALS,AL35662 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

LAUDERDALE COUNTY ANIMAL SERVICES

3240 ROBERSON RD
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

LIBBY'S FRIENDS

100 OSLO CIRCLE
BIRMINGHAM,AL35211 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

LIFESOUTH COMMUNITY BLOOD CENTERS

307 VETERANS DR
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 200

MARINE CORPS LEAGUE

PO BOX 1990
STAFFORD,VA22555 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

MILLBROOK FIRST UNITED METHODIST CHURCH

3350 EDGEWOOD RD
MILLBROOK,AL36054 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

MISSION Q

601 N MAIN STREET
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

MT PLEASANT MISSIONARY BAPTIST CHURCH

12260 COUNTY LINE RD
LEIGHTON,AL35646 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

MULDER CHURCH

3454 FIRETOWER RD
WETUMPKA,AL36093 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

NEVERTHIRST

1111 EDENTON ST
BIRMINGHAM,AL35242 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

NORTH RUSSELLVILLE BAPTIST CHURCH

1401 WATERLOO RD
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

NORTHWEST ALABAMA FAITH BASED FOUNDATION

2001 BERRY AVENUE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

NORTHWEST ALABAMA HOUSING SERVICE

505 N COLUMBIA AVE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

PINE VALE CHILDREN'S HOME

1872 CO RD 700
CORINTH,MS38834 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

PLEASANT HILL UNITED METHODIST CHURCH

14167 US-11
SPRINGVILLE,AL35146 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

RESTORATION CHURCH

1500 STEVENS AVE NE
HUNTSVILLE,AL35801 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

REV DR AW WATKINS SCHOLARSHIP FDN

PO BOX 8045
MONTGOMERY,AL36110 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

RIPPLE RETREATS

186R MAIN STREET
WEST PARIS,ME04289 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

RIVER REGION PREGNANCY CENTER

150 1ST ST
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ROGER MARDIS MINISTRIES

207 LINWOOD ST
SCOTTSBORO,AL35769 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

RUSSELL HILL CANCER FOUNDATION

3601 CCI DR NW
HUNTSVILLE,AL35805 		NONE 501(C)(3) OPERATIONAL SUPPORT 200

RUSSELLVILLE DREAM CENTER

206 COFFEE AVE
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

RUTLAND CHAPEL CME CHURCH

295 RUTLAND CHAPEL LN
CHEROKEE,AL35616 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

SERENITY SAVIORS INC

7281 COUNTY RD 48
RUSSELLVILLE,AL35654 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SOUTHERN BROADCASTING

1905 FLORENCE BLVD
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SPECIAL EQUESTRIANS INC

1215 WOODWARD DRIVE
INDIAN SPRINGS,AL35124 		NONE 501(C)(3) OPERATIONAL SUPPORT 675

SPORT X CHANGE INTERNATIONAL

SPORT X CHANGE INTERNATIONAL
WEST PALM BEACH,FL33401 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

SPRINGHILL BAPTIST CHURCH

2 S MCGREGOR AVENUE
MOBILE,AL36608 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

THE BIRTHDAY FAIRY INC

208 MEADOWCREST DRIVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

THE KERI ANNE DEMOTT FOUNDATION

1802 N ALAFAYA TRAIL
ORLANDO,FL32826 		NONE 501(C)(3) OPERATIONAL SUPPORT 750

THE MARLON AND MARCUS FOUNDATION

PO BOX 682130
PRATTVILLE,AL36068 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE NOAH FOUNDATION INC

301 WATER ST
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE WELL NETWORK

219 SIMPSON ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

TRI-STATE INSPIRATIONAL BROADCASTING

PO BOX 397
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

TVMBC

831 BROADWAY AVE
ALEXANDRIA,LA71302 		NONE 501(C)(3) OPERATIONAL SUPPORT 105

WATER-4-LIFE

PO BOX 1514
VENICE,CA90294 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

WHEELER CHAPEL CHURCH

11725 STATE HWY 20
COURTLAND,AL35618 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

WOMEN OF REFINED GOLD

4758 WOODMERE ST STE A
MONTGOMERY,AL36106 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
Total .................................right arrow 3a 497,999
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		900001 32,708 14 76,996  
4 Dividends and interest from securities .... 900001 186      
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 ..... 900001 26,911      
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 -11 14 2,529  
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) .. 59,794 79,525 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
139,319
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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
LONG-LEWIS FORD OF THE SHOALS
 
2800 WOODWARD AVE
 
MUSCLES SHOALS, AL35661

$ 718,250


(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 THE RIVER REGION
 
2091 FAIRVIEW AVE
 
PRATTVILLE, AL36066

$ 569,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CMM FINANCE INC
 
2625 WOODWARD AVE B
 
MUSCLES SHOALS, AL35661

$ 29,412


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
LONG LEWIS OF SELMA INC
 
1406 E HIGHLAND AVE
 
SELMA, AL36703

$ 210,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
LONG LEWIS FORD OF CORINTH INC
 
1500 SOUTH HARPER RD
 
CORINTH, MS38834

$ 24,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
LONG LEWIS OF HOOVER
 
2551 AL-150
 
HOOVER, AL35244

$ 200,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,875 1,223 0 0

TY 2022 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 INVESTMENT 1,033,788 497,400 497,400
PHG INDIANAPOLIS INVESTORS INVESTMENT 168,098 191,560 191,560
AGP MAJESTIC INVESTMENT 500,000 456,086 456,086
AGP OPEN ROAD INVESTMENT 100,000 99,914 99,914
AGP CASH PARTNERS II INVESTMENT 0 20,705 20,705
AGP ENTERTAINMENT INVESTMENT 0 300,826 300,826
ANDERSON PREFERRED PROPERTIES INVESTMENT 0 75,062 75,062
PHG GULF SHORES INVESTORS INVESTMENT 0 245,448 245,448


TY 2022 OtherDecreasesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Amount
PASSTHROUGH NONDEDUCTIBLE EXPENSES 19,429
FEDERAL TAXES PAID NONDEDUCTIBLE 22,038


TY 2022 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 AND CREDIT CARD FEES 1,175 0 0 0
POSTAGE 70 0 0 0
ADVERTISING 129 0 0 0
OFFICE EXPENSES 368 0 0 0
PASSTHROUGH EXPENSES 58,804 7,528 0 0
CHARITABLE DONATIONS FOR INDIVIDUALS 103,700 0 0 103,700


TY 2022 OtherIncomeSchedule2
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH INCOME 26,911 20,095  


TY 2022 OtherLiabilitiesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD LIABILITY 26 3,200


TY 2022 OtherProfessionalFeesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 18,000 0 0 0


TY 2022 TaxesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 1,076 0 0 0