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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MIKE AND GILLIAN GOODRICH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3800 COLONNADE PARKWAY 430
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35243
A Employer identification number

26-3587489
B Telephone number (see instructions)

(205) 443-7809
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$96,474,049J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,746,848 1,746,848  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,322,749
b Gross sales price for all assets on line 6a 17,140,110
7 Capital gain net income (from Part IV, line 2)... 2,322,749
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
783,027 783,027  
12 Total. Add lines 1 through 11........ 4,852,624 4,852,624  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 224,169 0   224,169
14 Other employee salaries and wages...... 255,712 0   255,712
15 Pension plans, employee benefits....... 9,727 0   9,727
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,500 13,125   4,375
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
257,155 230,113   27,042
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,425 7,348   31,077
19 Depreciation (attach schedule) and depletion... 15,760 0  
20 Occupancy.............. 76,815 0   76,815
21 Travel, conferences, and meetings....... 19,781 0   19,781
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
288,166 235,279   30,996
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,203,210 485,865   679,694
25 Contributions, gifts, grants paid....... 3,799,928 3,799,928
26 Total expenses and disbursements. Add lines 24 and 25 5,003,138 485,865   4,479,622
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -150,514
b Net investment income (if negative, enter -0-) 4,366,759
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 303,437 579,436 579,436
2 Savings and temporary cash investments......... 5,477,560 4,744,813 4,744,813
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   250,000 0 0
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)....... 15,095,090 Click to see attachment
List of Attached Documents:
// Content
16,855,374 		16,855,374
c Investments—corporate bonds (attach schedule)....... 10,820,315 Click to see attachment
List of Attached Documents:
// Content
11,757,495 		11,757,495
11 Investments—land, buildings, and equipment: basis right arrow19,500
Less: accumulated depreciation (attach schedule) right arrow   19,500 Click to see attachment
List of Attached Documents:
// Content
19,500 		19,500
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 56,294,742 Click to see attachment
List of Attached Documents:
// Content
61,779,575 		61,779,575
14 Land, buildings, and equipment: basis right arrow269,887
Less: accumulated depreciation (attach schedule) right arrow152,530 125,907 Click to see attachment
List of Attached Documents:
// Content
117,357 		117,357
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
790,522 		Click to see attachment
List of Attached Documents:
// Content
620,499 		Click to see attachment
List of Attached Documents:
// Content
620,499
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 89,177,073 96,474,049 96,474,049
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
427,000 		Click to see attachment
List of Attached Documents:
// Content
456,500
23 Total liabilities (add lines 17 through 22)......... 427,000 456,500
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........... 88,750,073 96,017,549
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 88,750,073 96,017,549
30 Total liabilities and net assets/fund balances (see instructions). 89,177,073 96,474,049
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
88,750,073
2
Enter amount from Part I, line 27a .....................
2
-150,514
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,038,001
4
Add lines 1, 2, and 3 ..........................
4
98,637,560
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,620,011
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
96,017,549
Form 990-PF (2023)
Form 990-PF (2023)
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 SYNOVUS BROKERAGE ACCOUNT P 2023-12-31 2023-12-31
b GSOF II EXCESS DISTRIBUTIONS P 2023-12-31 2023-12-31
c FAM ABSOLUTE RETURN FUND P 2023-12-31 2023-12-31
d FIDELITY BROKERAGE P 2023-12-31 2023-12-31
e TA ASSOCIATES EXCESS DISTRIBUTIONS P 2023-12-31 2023-12-31
DC VALUE EXCESS DISTRIBUTIONS P 2023-12-31 2023-12-31
CARLYLE P 2023-12-31 2023-12-31
LEGACY VENTURES X P 2023-12-31 2023-12-31
LEGACY VENTURES XI P 2023-12-31 2023-12-31
BLUEARC MERGER P 2023-12-31 2023-12-31
WEST STREET CAPITAL PARTNERS PARALLEL P 2023-12-31 2023-12-31
WEST STREET CAPITAL PARTNERS PARALLEL B P 2023-12-31 2023-12-31
ACR INVESTCO IV P 2023-12-31 2023-12-31
ACR INVESTCO VI P 2023-12-31 2023-12-31
CORRELATION VENTURES P 2023-12-31 2023-12-31
CORRELATION VENTURES II P 2023-12-31 2023-12-31
(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 15,028,771   14,451,128 577,643
b 293,997     293,997
c 72,855     72,855
d 487,190   316,413 170,777
e 310,250     310,250
189,514     189,514
6,252     6,252
468     468
341     341
88,744     88,744
176,841     176,841
62,120     62,120
413,694     413,694
    1,038 -1,038
    48,782 -48,782
9,073     9,073
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       577,643
b       293,997
c       72,855
d       170,777
e       310,250
      189,514
      6,252
      468
      341
      88,744
      176,841
      62,120
      413,694
      -1,038
      -48,782
      9,073
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 2,322,749
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 60,698
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 60,698
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 60,698
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 66,503
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,503
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 35,805
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow35,805 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
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)
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 2023 or the taxable year beginning in 2023? 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
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 arrowMGGOODRICHFOUNDATION.ORG
14
The books are in care ofright arrowMIKE AND GILLIAN GOODRICH FOUNDATIO Telephone no.right arrow (205) 443-7809

Located atright arrow3800 COLONNADE PARKWAY SUITE 430BIRMINGHAMAL ZIP+4right arrow35243
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
T MICHAEL GOODRICH VICE PRESIDENT
1.00 		0 0 0
2820 CHEROKEE ROAD
BIRMINGHAM,AL35223
GILLIAN W GOODRICH DIRECTOR
1.00 		0 0 0
2820 CHEROKEE ROAD
BIRMINGHAM,AL35223
T MICHAEL GOODRICH JR DIRECTOR
1.00 		0 0 0
3425 ARGYLE ROAD
BIRMINGHAM,AL35213
MARY GOODRICH DIRECTOR
1.00 		0 0 0
2820 SHOOK HILL ROAD
BIRMINGHAM,AL35223
GRACE GOODRICH SECRETARY
1.00 		0 0 0
1419 MILNER CRESCENT
BIRMINGHAM,AL35205
CAROL W BUTLER EXECUTIVE DIRECTOR
40.00 		224,169 9,000 0
2305 RIVER GRAND DRIVE
BIRMINGHAM,AL35243
CHARLES GOODRICH CHAIR
1.00 		0 0 0
3305 DELL ROAD
BIRMINGHAM,AL35223
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
THOMAS R BICE EDUCATION DIRECTOR
40.00 		178,060 0 0
2716 HANOVER CIRCLE 700
BIRMINGHAM,AL35205
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
86,246,720
b
Average of monthly cash balances.......................
1b
5,386,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
91,632,960
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
91,632,960
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,374,494
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
90,258,466
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,512,923
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
4,512,923
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
60,698
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
60,698
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,452,225
4
Recoveries of amounts treated as qualifying distributions................
4
26,048
5
Add lines 3 and 4............................
5
4,478,273
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
4,478,273
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
4,479,622
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
7,210
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
4,486,832
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,478,273
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,877,331
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,486,832
a Applied to 2022, but not more than line 2a 3,877,331
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 2023 distributable amount..... 609,501
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		3,868,772
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
T MICHAEL GOODRICH
GILLIAN W GOODRICH
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 e-mail address of the person to whom applications should be addressed:
CAROL BUTLER
3800 COLONNADE PARKWAY SUITE 430
BIRMINGHAM,AL35243
(205) 443-7809
bThe form in which applications should be submitted and information and materials they should include:
PLEASE CONTACT THE FOUNDATION FOR INFORMATION ON HOW TO SUBMIT A GRANT REQUEST
cAny submission deadlines:
PLEASE CONTACT THE FOUNDATION FOR INFORMATION ON HOW TO SUBMIT A GRANT REQUEST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE CONTACT THE FOUNDATION FOR INFORMATION ON HOW TO SUBMIT A GRANT REQUEST
Form 990-PF (2023)
Form 990-PF (2023)
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 PLUS EDUCATION PARTNERSHIP

PO BOX 4433
MONTGOMERY,AL36103 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 95,000

ACADEMY OF CRAFT TRAINING

1830 28TH AVENUE SOUTH
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

ALABAMA AEROSPACE AND AVIATION HIGH SCHOOL

1414 2ND AVE N
BESSEMER,AL35020 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

ALABAMA APPLESEED CENTER FOR LAW & JUSTICE

309 N HULL STREET
MONTGOMERY,AL36104 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

ALABAMA ASSOCIATION OF NONPROFITS

800 LAKESHORE DR
BIRMINGHAM,AL35229 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

ALABAMA BALLET

2726 1ST AVE S
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

ALABAMA GIVING

PO BOX 530727
BIRMINGHAM,AL35253 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 800

ALABAMA NETWORK OF FAMILY RESOURCE CENTERS

400 S UNION ST
MONTGOMERY,AL36104 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 45,000

ALABAMA SCHOOL OF FINE ARTS

1800 REV ABRAHAM WOODS JR BLVD
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 35,000

ALABAMA SHAKESPEARE FESTIVAL

1 FESTIVAL DR
MONTGOMERY,AL36117 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

ALABAMA SYMPHONY ORCHESTRA

3621 SIXTH AVENUE SOUTH
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

ALAQUEST COLLABORATIVE FOR EDUCATION

PO BOX 550241
BIRMINGHAM,AL35255 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

ALTAMONT SCHOOL

4801 ALTAMONT ROAD SOUTH
BIRMINGHAM,AL35222 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

ALYS STEPHENS PERFORMING ARTS CENTER

1200 10TH AVE S
BIRMINGHAM,AL35294 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 1,000

AMERICAN ACADEMY OF PEDIATRICS

345 PARK BLVD
ITASCA,IL60143 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

AMERICAN ADVERTISING FEDERATION

1101 K STREET NW STE 420
WASHINGTON,DC20005 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

AMERICAN BASEBALL FOUNDATION

2660 10TH AVE S
BIRMINGHAM,AL35205 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

ARISE CITIZENS POLICY PROJECT

PO BOX 1188
MONTGOMERY,AL36101 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

ARTSREVIVE

115 VAUGHN MEMORIAL DR
SELMA,AL36701 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

BAMA KIDS

2220-AL-221
CAMDEN,AL36726 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 7,500

BESSEMER REDEVELOPMENT CORPORATION

1515 FAIRFAX AVE
BESSEMER,AL35020 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 100,000

BETHEL BAPTIST CHURCH

3200 28TH AVE N
BIRMINGHAM,AL35207 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

BETTER BASICS

211 SUMMIT PKWY
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

BIRMINGHAM AIDS OUTREACH

205 32ND ST S 101
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 8,800

BIRMINGHAM BOTANICAL GARDENS

2612 LANE PARK ROAD
BIRMINGHAM,AL35223 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 1,000

BIRMINGHAM CHILDREN'S THEATRE

PO BOX 1362
BIRMINGHAM,AL35201 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

BIRMINGHAM CORPS

1500 1ST AVE N 95
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

BIRMINGHAM MUSEUM OF ART

2000 8TH AVE N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

BIRMINGHAM ZOO INC

2630 CAHABA ROAD
BIRMINGHAM,AL35223 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

BLACK BELT COMMUNITY FOUNDATION

609 LAUDERDALE ST
SELMA,AL36701 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

BLOUNT COUNTY EDUCATION FOUNDATION

204 2ND AVE E
ONEONTA,AL35121 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

BOY SCOUTS OF AMERICA GREATER ALABAMA COUNCIL

516 LIBERTY PKWY
BIRMINGHAM,AL35242 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

BOY SCOUTS OF AMERICA

516 LIBERTY PKWY
VESTAVIA HILLS,AL35242 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

BOYS AND GIRLS CLUB OF CENTRAL ALABAMA

3821 WILLIAMSON DR
HUEYTOWN,AL35023 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 7,500

BOYS AND GIRLS CLUB OF WEST ALABAMA

2201 ALBERTA PKWY
TUSCALOOSA,AL35404 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

BREAKTHROUGH BIRMINGHAM

1914 4TH AVE N STE 330
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 32,500

BREAKTHROUGH CHARTER SCHOOL

1820 PRIER DR
MARION,AL36756 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

BUILD A BETTER COMMUNITY

1820 7TH AVE N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

BUILD URBAN PROSPERITY

2301 AVENUE EAST
BIRMINGHAM,AL35218 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

CAHABA RIVER SOCIETY

2717 7TH AVE S 205
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

CENTER FOR RURAL FAMILY DEVELOPMENT

836 COUNTY ROAD 131
EUTAW,AL35642 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

CHILDCARE RESOURCES

1904 1ST AVE N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

CHILDREN'S DANCE FOUNDATION

1715 27TH COURT SOUTH
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

CHILDREN'S HOSPITAL FOUNDATION

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 6,000

COLLEGE ADMISSIONS MADE POSSIBLE

507 OAK TRACE CIR
HOOVER,AL35244 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

COLLEGE CHOICE FOUNDATION

1919 OXMOOR ROAD 324
HOMEWOOD,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 30,000

COMMUNITY CARE DEVELOPMENT NETWORK

1920 OLD SPRINGVILLE RD
CENTER POINT,AL35215 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 40,000

COMMUNITY FOUNDATION OF NORTHEAST ALABAMA

1130 QUINTARD AVE STE 100
ANNISTON,AL36201 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

CORNERSTONE SCHOOL

135 54TH STREET NORTH
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

CREATE BIRMINGHAM

310 18TH ST N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 30,000

DALLAS COUNTY SYSTEM OF SERVICES

22 CHURCH STREET
SELMA,AL36701 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

DESERT ISLAND SUPPLY CO

5500 1ST AVE N
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 18,750

EAST LAKE INITIATIVE

7504 DIVISION AVENUE
BIRMINGHAM,AL35206 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

EMPOWER SCHOOLS OF ALABAMA

5122 WINDSOR PARC DR
BESSEMER,AL35022 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

EXCEPTIONAL FOUNDATION

1616 OXMOOR RD
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

FIREHOUSE COMMUNITY ARTS CENTER

412 41ST ST S
BIRMINGHAM,AL35222 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 1,000

FOUNDATION FOR THE ARTS AND CULTURAL CONNECTIONS

1128 GLEN VIEW RD
BIRMINGHAM,AL35222 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

FOUNDATIONS EARLY LEARNING & FAMILY CENTER

PO BOX 131092
BIRMINGHAM,AL35213 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

FREEDOM PREPARATORY ACADEMY CHARTER SCHOOLS

136 WEBSTER AVE
MEMPHIS,TN38126 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

FRESH AIR FAMILY

PO BOX 321038
BIRMINGHAM,AL35232 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

FRESHWATER LAND TRUST

2308 FIRST AVENUE NORTH
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 31,000

GREATER BIRMINGHAM ARTS EDUCATION COLLABORATIVE

811 5TH AVE N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

HISPANIC INTEREST COALITION OF ALABAMA

260 F WEST VALLEY AVENUE
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

HUB WORLDWIDE

5120 6TH AVE A
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

I3 ACADEMY

230 49TH ST N
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

INDEPENDENT PRESBYTERIAN CHURCH

3100 HIGHLAND AVENUE S
BIRMINGHAM,AL35205 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 17,500

INDIAN SPRINGS SCHOOL

190 WOODWARD DR
INDIAN SPRINGS VILLAGE,AL35124 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 12,000

INTOTO CREATE ARTS

2417 MORRIS AVE
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

JIMMIE HALE MISSION

3420 2ND AVE N
BIRMINGHAM,AL35222 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

JONES VALLEY TEACHING FARM

701 25TH STREET NORTH
BIRMINGHAM,AL35223 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 255,000

KIDS ONE TRANSPORT

12TH ST N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

LEGACY PREP

1500 DANIEL PAYNE DR
BIRMINGHAM,AL35214 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

LEGAL SERVICES OF ALABAMA

1820 7TH AVE N STE 200
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

LEVITE JEWISH COMMUNITY CENTER

3960 MONTCLAIR RD
BIRMINGHAM,AL35213 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

MAGIC CITY ACCEPTANCE ACADEMY

75 BAGBY DRIVE
HOMEWOOD,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 45,000

MAIN STREET ALABAMA

880 MONTCLAIR ROAD 245
BIRMINGHAM,AL35213 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 32,000

MARION PERRY COUNTY LIBRARY

202 WASHINGTON ST
MARION,AL36756 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 4,000

MASON MUSIC FOUNDATION

3187 CAHABA HEIGHTS RD
BIRMINGHAM,AL35243 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

MCWANE SCIENCE CENTER

200 19TH STREET NORTH
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 75,000

MILES COLLEGE

5500 MYRON BLVD
FAIRFIELD,AL35064 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

NEIGHBORHOOD HOUSING SERVICES

601 19TH ST N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

NEW SCHOOLS FOR ALABAMA

2 20TH ST N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

OPERA BIRMINGHAM

3601 6TH AVENUE SOUTH
BIRMINGHAM,AL35222 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

PATHWAYS

409 RICHARD ARRINGTON JR BLVD N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATIONAL SUPPORT OF ORGANIZATION 20,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE STREET NW STE 2080
ATLANTA,GA30303 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 19,270

PLANT AGENTS COLLECTIVE

9 WOODHILL ROAD
MOUNTAIN BROOK,AL35213 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

PRESCHOOL PARTNERS FOUNDATION

3736 MONTROSE ROAD
BIRMINGHAM,AL35213 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

PUBLIC AFFAIRS RESEARCH COUNCI

451 FLORIDA STREET SUITE 300
BATON ROUGE,LA70801 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

RAILROAD PARK FOUNDATION

1600 1ST AVENUE SOUTH
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 30,000

RED MOUNTAIN PARK FUND

277 LYON LANE
BIRMINGHAM,AL35211 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 51,000

RED MOUNTAIN THEATRE COMPANY

3028 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 250,000

RENAISSANCE RESCUE RANCH

4305 HIGHWAY O
FARMINGTON,MO63640 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

RENEW BIRMINGHAM

1801 AVENUE H
BIRMINGHAM,AL35218 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

REV BIRMINGHAM

5529 1ST AVE S
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 57,475

RUFFNER MOUNTAIN NATURE PRESERVE

1214 81ST STREET SOUTH
BIRMINGHAM,AL35206 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

SELMA DALLAS COUNTY HISTORIC PRESERVATION SOCIETY

PO BOX 586
SELMA,AL36702 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

SELMA EDUCATION LITERACY MATH AND ARTS

719 J L CHESNUT JR BLVD
SELMA,AL36701 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

SELMA REDEVELOPMENT AUTHORITY

PO BOX 2604
SELMA,AL36702 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

SHELBY COUNTY ARTS COUNCIL

202 BUSINESS CENTER DR
BIRMINGHAM,AL35244 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

SOWING SEEDS OF HOPE

1728 SOUTH WASHINGTON
MARION,AL36756 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

ST STEPHENS EPISCOPAL CHURCH

3775 CROSSHAVEN DR
VESTAVIA,AL35223 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

STAIR OF BIRMINGHAM

3100 HIGHLAND AVENUE
BIRMINGHAM,AL35205 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

STRIVE BIRMINGHAM

5529 1ST AVE S 14
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

STUDIO BY THE TRACKS

301 20TH ST S
IRONDALE,AL35210 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

TARRANT CITY SCHOOLS

1318 ALABAMA STREET
TARRANT,AL35217 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

TEACH FOR AMERICA OF ALABAMA

217 WASHINGTON STREET
MARION,AL36756 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 100,000

TERRIFIC NEW THEATRE

2821 2ND AVE S
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

THE BELL CENTER FOR EARLY LEARNING INTERVENTION PROGRAMS

1700 29TH COURT S
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

THE FLOURISH ALABAMA

1321 17TH AVE S
BIRMINGHAM,AL35205 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

THE WALLACE CENTER FOR ARTS AND RECONCILIATION

RT 25/RT 38
HARPERSVILLE,AL35078 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 37,500

THEO RATLIFF ACTIVITY CENTER

306 1ST AVE
DEMOPOLIS,AL36732 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 2,500

UAB ATHLETIC FOUNDATION

1720 2ND AVE SOUTH STE AB 1030
BIRMINGHAM,AL35294 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

UAB COMPREHENSIVE CANCER CENTER

1824 SIXTH AVENUE SOUTH
BIRMINGHAM,AL35294 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 80,000

UAB GIFT RECORDS

1720 2ND AVE S
BIRMINGHAM,AL35294 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 5,000

UNITED ABILITY

100 OSLO CIR
BIRMINGHAM,AL35211 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

UNITED WAY OF WEST ALABAMA

2720 6TH STREET 100
TUSCALOOSA,AL35401 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

UNIVERSITY CHARTER SCHOOL

PO BOX 1053
LIVINGSTON,AL35470 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

UNIVERSITY OF ALABAMA

533 6TH AVE
TUSCALOOSA,AL35401 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

URBAN HOPE COMMUNITY CHURCH

4708 GARY AVE
FAIRFIELD,AL35064 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 7,500

VENTURE FOR AMERICA

40 W 29TH ST
NEW YORK,NY10001 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 60,000

VIDAL ACCESS

961 HADDINGTON DALE
PELHAM,AL35124 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 30,000

VIRGINIA SAMFORD THEATRE

1116 26TH ST S
BIRMINGHAM,AL35205 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 25,000

VULCAN PARK AND MUSEUM

1701 VALLEY VIEW DRIVE
BIRMINGHAM,AL35209 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

WHY NOT WIN INSTITUTE

120 INVERNESS PLAZA 205
BIRMINGHAM,AL35242 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 15,000

WOMEN'S FOUNDATION OF ALABAMA

2213 1ST AVE S
BIRMINGHAM,AL35233 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 35,000

WOODLAWN COMMUNITY TABLE

139 54TH ST N
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 10,000

WOODLAWN FOUNDATION

5529 1ST AVE S
BIRMINGHAM,AL35212 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 98,333

YMCA OF GREATER BIRMINGHAM

2400 7TH AVE N
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000

YOUTHSERVE

P O BOX 530334
BIRMINGHAM,AL35253 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 20,000

YWCA OF CENTRAL ALABAMA

309 NORTH 23RD STREET
BIRMINGHAM,AL35203 		  EXEMPT ORG OPERATING SUPPORT OF ORGANIZATION 50,000
Total .................................right arrow 3a 3,799,928
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 1,746,848  
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 .....     14 783,027  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,322,749  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,852,624 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,852,624
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 17,500 13,125   4,375

TY 2023 InvestmentsCorpBondsSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 11,757,495 11,757,495

TY 2023 InvestmentsCorpStockSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED STOCKS 16,855,374 16,855,374

TY 2023 InvestmentsLandSchedule2
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 19,500 0 19,500 19,500

TY 2023 InvestmentsOtherSchedule2
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE EQUITY FUNDS, HEDGE FUNDS AND OTHER INVESTMENTS FMV 31,363,080 31,363,080
FIXED INCOME INVESTMENTS FMV 351,791 351,791
MUTUAL AND EXCHANGE TRADED FUNDS FMV 30,064,704 30,064,704

TY 2023 LandEtcSchedule2
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 65,126 56,973 8,153 8,153
LEASEHOLD IMPROVEMENTS 200,400 95,422 104,978 104,978
COMPUTERS 4,361 135 4,226 4,226


TY 2023 OtherAssetsSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT - MSB-WU NOTE 52,414 26,366 26,366
MISSION RELATED INVESTMENT - MSB 56TH STREET NOTE 520,108 512,633 512,633
RIGHT-OF-USE ASSET 152,000 76,500 76,500
PREPAID INCOME TAX 66,000 5,000 5,000


TY 2023 OtherDecreasesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Amount
PASS THROUGH INCOME/LOSS FROM PARTNERSHIPS 1,661,250
ACCRUED TAXES 165,000
REALIZED TAXABLE GAINS IN EXCESS OF BOOK 793,761


TY 2023 OtherExpensesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEDUCTIONS FROM PASSTHROUGH INVESTMENTS 235,279 235,279   0
OTHER OFFICE EXPENSES 30,996 0   30,996
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH INVESTMENTS 21,891 0   0


TY 2023 OtherIncomeSchedule2
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BAY AVENUE - ABSOLUTE 46,407 46,407 46,407
CORRELATION VENTURES II -9 -9 -9
ACR INVESTCO IV 730,341 730,341 730,341
ACR INVESTCO VI -6,885 -6,885 -6,885
WEST STREET CAPITAL PARTNERS PARALLEL 7,609 7,609 7,609
WEST STREET CAPITAL PARTNERS PARALLEL B 4,708 4,708 4,708
LEGACY VENTURE X 285 285 285
SOLACE CAPITAL SPECIAL SOLUTIONS 571 571 571


TY 2023 OtherIncreasesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Amount
UNREALIZED GAINS (LOSSES) 10,038,001


TY 2023 OtherLiabilitiesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAXES PAYABLE 275,000 380,000
OPERATING LEASE LIABILITY 152,000 76,500


TY 2023 OtherProfessionalFeesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 230,113 230,113   0
EVALUATIONS 27,042 0   27,042


TY 2023 TaxesSchedule
Name:
MIKE AND GILLIAN GOODRICH FOUNDATION
EIN:
26-3587489
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 7,348 7,348   0
PAYROLL TAXES 31,077 0   31,077