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
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$5,448,903J 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) 2,380,978
2 Check right arrow.............
3 Interest on savings and temporary cash investments 177,176 144,468  
4 Dividends and interest from securities... 698 698  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,886
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,551,966 145,166 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
4,725 364 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,200 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
510 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
146,671 0 0 86,591
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 171,106 364 0 86,591
25 Contributions, gifts, grants paid....... 563,492 563,492
26 Total expenses and disbursements. Add lines 24 and 25 734,598 364 0 650,083
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,817,368
b Net investment income (if negative, enter -0-) 144,802
c Adjusted net income (if negative, enter -0-)... 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............. 1,653,208 128,788 128,788
2 Savings and temporary cash investments.........      
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
2,187,001 		Click to see attachment
List of Attached Documents:
// Content
5,320,115 		Click to see attachment
List of Attached Documents:
// Content
5,320,115
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,840,209 5,448,903 5,448,903
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
3,200 		Click to see attachment
List of Attached Documents:
// Content
1,145
23 Total liabilities (add lines 17 through 22)......... 3,200 1,145
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 3,837,009 5,447,758
29 Total net assets or fund balances (see instructions)..... 3,837,009 5,447,758
30 Total liabilities and net assets/fund balances (see instructions). 3,840,209 5,448,903
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
3,837,009
2
Enter amount from Part I, line 27a .....................
2
1,817,368
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,012
4
Add lines 1, 2, and 3 ..........................
4
5,655,389
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
207,631
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,447,758
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 AGP BCP IV, LLC P   2023-12-31
b STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY QP FUND P   2023-12-31
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     19 -19
b     6,867 -6,867
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       -19
b       -6,867
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 -6,886
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 2,013
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 2,013
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 2,013
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 751
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
 
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 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 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 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
Yes
 
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
 
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 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
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 (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
5,320,115
b
Average of monthly cash balances.......................
1b
890,998
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,211,113
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
6,211,113
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,167
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,117,946
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
305,897
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
305,897
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,013
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,013
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
303,884
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
303,884
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
303,884
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
650,083
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
650,083
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 7 303,884
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 380,999
b From 2019...... 490,079
c From 2020...... 269,041
d From 2021...... 550,642
e From 2022...... 468,416
f Total of lines 3a through e ........ 2,159,177
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 650,083
a Applied to 2022, 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 2023 distributable amount..... 303,884
e Remaining amount distributed out of corpus 346,199
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 2,505,376
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 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		380,999
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,124,377
10 Analysis of line 9:
a Excess from 2019.... 490,079
b Excess from 2020.... 269,041
c Excess from 2021.... 550,642
d Excess from 2022.... 468,416
e Excess from 2023.... 346,199
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).)
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 (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 NEW BEGINNING

122 HELTON COURT
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 14,850

ADULT AND TEEN CHALLENGE OF ALABAMA

PO BOX 270
LINCOLN,AL35096 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

AGAPE OF CENTRAL ALABAMA

PO BOX 23472
MONTGOMERY,AL36123 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ALABAMA BAPTIST CHILDREN'S HOMES

2681 ROCKY RIDGE LN
BIRMINGHAM,AL35216 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

ALABAMA COOPERATIVE EXTENSION SYSTEM

145 DUNCAN HALL
AUBURN,AL368495613 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

ALABAMA FELLOWSHIP OF FIRE CHAPLAINS

6144 HARPERS DIARY LOOP
BESSEMER,AL35022 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

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 7,000

ALABAMA STATE UNIVERSITY FOUNDATION

915 S JACKSON STREET
MONTGOMERY,AL36101 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

ALEX'S WARRIORS

930 ASHLAND TERRACE
CHATTANOOGA,TN37415 		NONE 501(C)(3) OPERATIONAL SUPPORT 150

ALL NATIONS CHURCH

3614 DRAKE AVE SW
HUNTSVILLE,AL35805 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ALL ON ONE ACCORD MINISTRIES

139 COX CREEK PKWY S 303
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

ALPHA PHI ALPHA FRATERNITY INC

2313 SAINT PAUL STREET
BALTIMORE,MD212185211 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ALSBOM

1404 FAIRVIEW AVE
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

ALZHEIMERS ASSOCIATION

2151 HIGHLANDS AVE 210
BIRMINGHAM,AL35205 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,500

AMBASSADORS OF HOPE

5868 E 71ST ST E508
INDIANAPOLIS,IN46220 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

AMERICAN CANCER SOCIETY

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

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE 501(C)(3) OPERATIONAL SUPPORT 103

ANCHORED IN TRUTH

1915 AVALON AVE
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 900

ANGEL TREE

2015 26TH AVE N
BIRMINGHAM,AL35234 		NONE 501(C)(3) OPERATIONAL SUPPORT 41,550

ARBY'S FOUNDATION

3 GLENLAKE PKWY
ATLANTA,GA30328 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

ARC OF THE SHOALS SPECIAL OLYMPICS

100 W LAMAR AVE
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 7,500

ARSTRAT

9800 CENTRE PKWY
HOUSTON,TX77036 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

ATLANTA WOMENS FOUNDATION INC

3715 NORTHSIDE PKWY NW SUITE 4-725
ATLANTA,GA30327 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

ATTENTION HOMES OF NORTHWEST ALABAMA INC

205 W COLLEGE ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

AUBURN COMMUNITY CHURCH

2200 HAMILTON RD
AUBURN,AL36830 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

AUTAUGA CHRISTMAS TEAM

276 TERI LN
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

BAPTIST CAMPUS MINISTRIES

401 UNIVERSITY BLVD
TUSCALOOSA,AL35401 		NONE 501(C)(3) OPERATIONAL SUPPORT 600

BAPTIST HEALTH CARE FOUNDATION

PO BOX 241647
MONTGOMERY,AL36124 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,520

BAPTIST MEDICAL & DENTAL MISSION INT'L

11 PLAZA DR
HATTIESBURG,MS39402 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,400

BE BRAVE FOR ISLA

PO BOX 36126
BIRMINGHAM,AL35236 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

BEAR CREEK COLLABORATIVE

2300 OVERTON FARM ROAD
HODGES,AL35571 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

BEST CHRISTMAS EVER

PO BOX 439
CLOQUET,MN55720 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

BIG BROTHERS BIG SISTERS OF THE SHOALS

505 N COLUMBIA AVE C
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 12,500

BIKES 4 KIDS

PO BOX 8446
ATLANTA,GA31106 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

BRENDA'S HOUSE OF HOPE

385 PINHOOK DR
SAVANNAH,TN38372 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

BUILDING BELIEVERS IN CHRIST

PO BOX 188
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 13,000

BUTTERFLY BRIDGE CAC

1807 STATION DR SUITE D
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,750

CAHABA SHRINERS

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

CARINGPLACE OF THE SHOALS INC

216 MARENGO STREET SUITE I
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

CASA OF AUTAUGA COUNTY

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

CBCOR

405 N WASHINGTON ST
FALLS CHURCH,VA22046 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

CENTRAL AL REGIONAL CHILD ADVOCACY CENTER

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

CENTRAL ALABAMA JAGUARS

4011 GOBER RD
MILLBROOK,AL36054 		NONE NC OPERATIONAL SUPPORT 500

CHANGED LIVES CHRISTIAN CENTER

1308 26TH AVE N
BIRMINGHAM,AL35204 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

CHAPEL

3701 BIRCHMAN AVE
FORT WORTH,TX76107 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,500

CHILDREN'S HEALTHCARE OF ATLANTA

1575 NORTHEAST EXPRESSWAY
ATLANTA,GA30329 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

CHILDREN'S OF ALABAMA

1600 7TH AVE S
BIRMINGHAM,AL35233 		NONE 501(C)(3) OPERATIONAL SUPPORT 100

CHILDREN'S ORGAN TRANSPLANT ASSOCIATION

2501 COTA DR
BLOOMINGTON,IN47403 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

CHISHOLM HILLS CHURCH OF CHRIST

2810 CHISHOLM RD
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

CHRIST CHAPEL

3701 BIRCHMAN AVE
FORT WORTH,TX76107 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,300

CHRIST OUTREACH MINISTRIES

PO BOX 20994
BEAUMONT,TX77707 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

CHRIST'S CHURCH AT WHITEWATER

1577 GEORGIA 85 SOUTH
FAYETTEVILLE,GA30215 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

CLEMENTS BAPTIST CHURCH

8690 US-72
ATHENS,AL35611 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

COC FOOD PANTRY

13533 AL HWY 157
MOULTON,AL35650 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

COLBERT COUNTY DVRC

201 NORTH MAIN STREET
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

COLBERT DOMESTIC VIOLENCE RESP COALITION

PO BOX 434
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

COLBERT-LAUDERDALE BAPTIST ASSOCIATION

3901 HATCH BLVD
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

COMMON GROUND SHOALS

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

COMMON THREAD

5015 S CHESTATEE
DAHLONEGA,GA30533 		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000

COMMUNITY GRIEF SUPPORT

400 VESTAVIA PKWY SUITE 131
BIRMINGHAM,AL35216 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

COMPASSION INTERNATIONAL

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,650

CORNERSTONE CHURCH OF CHRIST

12101 HWY 20
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,050

CORNERSTONE SCHOOLS OF ALABAMA

PO BOX 320309
BIRMINGHAM,AL35232 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

CORNWELL

667 SEVILLE ROAD
WADSWORTH,OH44281 		NONE 501(C)(3) OPERATIONAL SUPPORT 100

CROPWELL BAPTIST CHURCH

2700 HARDWICK RD
PELL CITY,AL35128 		NONE 501(C)(3) OPERATIONAL SUPPORT 600

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 4,200

DEPARTMENT OF VETERANS AFFAIRS

810 VERMONT AVE NW
WASHINGTON,DC20420 		NONE 501(C)(3) OPERATIONAL SUPPORT 600

DESHLER HIGH SCHOOL

598 N HIGH ST
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

DUSTIN'S PROMISE

6238 COUNTY ROAD 41
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250

E3 PARTNERS FUND AT PURE CHARITY

2001 W PLANO PARKWAY SUITE 2600
PLANO,TX75075 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

EASTERSEALS OF NORTHWEST ALABAMA

1615 TROJAN DR 1
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

ELLISTOWN BAPTIST CHURCH

1006 CO RD 185
BLUE SPRINGS,MS38828 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ENTRUSTED HOPE MINISTRIES

PO BOX 130087
DALLAS,TX75313 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250

EVERDALE MISSIONARY BAPTIST CHURCH

1847 CR 105
WATER VALLEY,MS38965 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

FAME GIRLS RANCH

4450 LIGON SPRINGS RD
RUSSELLVILLE,AL35654 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,280

FAMILY GUIDANCE CENTER OF ALABAMA

2358 FAIRLANE DR
MONTGOMERY,AL36116 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

FAMILY SUPPORT CENTER

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

FAN THE FLAMES MINISTRY

1035 AUSTIN RIDGE CT
PINEY FLATS,TN37686 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

FATHERS HELPING FATHERS INC

345 N ERIC DR
PALATINE,IL60067 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

FCA

8701 LEEDS RD
KANSAS CITY,MO64129 		NONE 501(C)(3) OPERATIONAL SUPPORT 42,600

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS RD
KANSAS CITY,MO34129 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,194

FIRST DESCENTS

621 KALAMATH ST 175
DENVER,CO80204 		NONE 501(C)(3) OPERATIONAL SUPPORT 510

FIRST PRIORITY OF NORTH ALABAMA

12060 CTY LINE RD STE J
MADISON,AL35756 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,000

FLORENCE CIVITAN CLUB

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

FOLLOWING FAITH FOUNDATION INC

1017 STONEYKIRK RD
PELHAM,AL35124 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

FRANKLIN CO SHERIFF'S DEPARTMENT

748 WALNUT GATE RD
RUSSELLVILLE,AL35654 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

FREEDOM HOUSE

1850 M ST NW FLOOR 11
WASHINGTON,DC20036 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

FRIENDS OF NAZARETH INC

219 SIMPSON ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 25,000

GALILEE M B CHURCH

23001 CO RD 14
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

GAMEDAY FOR HEROES

1350 15TH AVE
COLUMBUS,GA31901 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

GATHERED BY GRACE

6670 VAUGHN RD
MONTGOMERY,AL36116 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

GFMBC

606 BROWN ST
TUSKEGEE,AL36083 		NONE 501(C)(3) OPERATIONAL SUPPORT 865

GIRLS ON THE RUN NORTH ALABAMA

PO BOX 2437
MADISON,AL35758 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

GLOBAL LENDING SERVICES

PO BOX 935538
ATLANTA,GA311935538 		NONE NC OPERATIONAL SUPPORT 859

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

GWAM

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

HABITAT FOR HUMANITY OF AUTAUGA & CHILTON

431 W 4TH ST A
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

HAND IN PAW

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

HASRA

4101 US-72
KILLEN,AL35645 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

HELEN KELLER FOUNDATION

2208 UNIVERSITY BLVD SUITE 101
BIRMINGHAM,AL35233 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,750

HERITAGE CHRISTIAN UNIVERSITY

3625 HELTON DRIVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

HIGHLAND PARK BAPTIST CHURCH

503 S WILSON DAM RD
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 12,100

HIGHLAND PARK CHURCH OF CHRIST

600 GENEVA AVE
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,600

HOLOS HOPE

1954 JACKSON RD
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

HOME FREE HAVEN

PO BOX 133
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

HOMEVIEW HOLISTIC COMMUNITY FAMILY

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

HOPEWELL CUMBERLAND PRESBYTERIAN CHURCH

2139 CUMBERLAND RD
BESSEMER,AL35022 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

HUNTER STREET BAPTIST CHURCH

2600 JOHN HAWKINS PKWY
HOOVER,AL35244 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

IGLESIA DEL PUEBLO

27W500 NORTH AVE
WEST CHICAGO,IL60185 		NONE 501(C)(3) OPERATIONAL SUPPORT 900

IRON CITY FREEWILL BAPTIST CHURCH

102 OAK ST
IRON CITY,TN38463 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

JOSEPH F WELDY HOME

13271 HIGHWAY 171 N
WINFIELD,AL35594 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

JOSH WILLINGHAM FOUNDATION

PO BOX 2194
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

JOURNEY CHURCH

435 SHEILA BLVD
PRATTVILLE,AL36066 		NONE 501(C)(3) OPERATIONAL SUPPORT 750

JUNIOR LEAGUE OF THE SHOALS

PO BOX 793
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,320

KINGDOM CONNECTIONS INTERNATIONAL

553 MALONE CIRCLE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,300

KIWANIS CLUB OF FLORENCE

PO BOX 1034
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 175

KIWANIS OF MUSCLE SHOALS

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

KRUZ'N FOR A KURE

3201 ALABAMA AVENUE
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250

LAUDERDALE CO CHILDREN'S POLICY COUNCIL

200 SOUTH COURT STREET ROOM 317
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

LAUNCH POINT CHURCH

301 AL-2
TUSCUMBIA,AL35674 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

LAURA CRANDALL BROWN FOUNDATION

410 LORNA RD
HOOVER,AL35216 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

LEADERSHIP AUTAUGA COUNTY

PO BOX 680241
PRATTVILLE,AL36068 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

LEE HEIGHTS BAPTIST CHURCH

35 SEVIER AVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

LIBBY'S FRIENDS

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

LIFE ON WHEELS

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

LIFESONG CHURCH

3107 OAKWOOD BLVD
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 600

LIFEWAY CHRISTIAN STORES

200 POWELL PLACE SUITE 100
BRENTWOOD,TN370277707 		NONE NC OPERATIONAL SUPPORT 1,714

LIVING WORD COMMUNITY CHURCH

2530 CAPE HORN ROAD
RED LION,PA17356 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

LOMAX ASSEMBLY OF GOD

17580 US-31
CLANTON,AL35045 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

MAGNOLIA RANCH

1316 CHARLIE BROWN RD
DEFUNIAK SPRINGS,FL32433 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

MAKE A WISH FOUNDATION

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

MARMAC REALTY

PO BOX 203
FAYETTE,AL35555 		NONE NC OPERATIONAL SUPPORT 250

MARS HILL BIBLE SCHOOL

698 COX CREEK PKWY
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,200

MISSION OF MERCY

2421 AYERS ST
CORPUS CHRISTI,TX78404 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250

MISSION Q

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

MOVING FORWARD IN UNISON

PO BOX 514
LEIGHTON,AL35646 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

MUSCLE SHOALS EDUCATION FOUNDATION

3200 S WILSON DAM RD
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,500

MUSCLE SHOALS MIDDLE SCHOOL

100 TROJAN DR
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 800

MY DMD HERO

4797 FUNSTON COURT
COLUMBUS,OH43232 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

NIGHT LIFE OUTLAWZ

105 VULCAN RD SUITE 221 PMB 1144
BIRMINGHAM,AL35209 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

NORTH RUSSELLVILLE BAPTIST CHURCH

1401 WATERLOO RD
RUSSELLVILLE,AL35653 		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

OPERATION MOBILIZATION

285 LYNNWOOD AVE
TYRONE,GA30290 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

OUTDOOR ADVENTURES

216 W IRVINE AVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

OUTREACH OUTDOORS

2635 CTY RD 200
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

OXFORD HOUSE

1010 WAYNE AVENUE SUITE 300
SILVER SPRING,MD20910 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

PLEASANT GROVE MISSIONARY BAPTIST CHURCH

1338 CO RD 389
COURTLAND,AL35618 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

PLEASANT HILL CHURCH

2705 CO RD 222
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

POWER OF LIFE FOUNDATION

1116 20TH STREET SOUTH SUITE 432
BIRMINGHAM,AL35205 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

PRATTVILLE YMCA

600 E MAIN ST
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,500

REAL LIFE CHURCH

16228 COURT ST
MOULTON,AL35650 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,200

RED BAY FREE WILL BAPTIST CHURCH

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

REHAB PARTNERS

5926 US-431
ALBERTVILLE,AL35950 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

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

RIVER REGION PREGNANCY CENTER

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

RONALD MCDONALD HOUSE CHARITIES OF AL

1700 4TH AVE S
BIRMINGHAM,AL35233 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ROSS HILL MEMORIAL

4758 NEW MANCHESTER HWY
TULLAHOMA,TN37388 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

RUSSELLVILLE COALITION FOR THE HOMELESS

PO BOX 415
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

RUSSELLVILLE DREAM CENTER

206 COFFEE AVE
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

RUSSELLVILLE FIRST BAPTIST CHURCH

213 N JACKSON AVE
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

RUSS'S PLACE

527 E MOBILE ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 550

SAFE PLACE

PO BOX 1456
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

SAFER BIRTH IN BAMA

3960 CO RD 30
FLORENCE,AL35634 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SALVATION ARMY

501 ARCHDALE DR
CHARLOTTE,NC28217 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,500

SALVATION ARMY WOMENS AUXILIARY

2902 GREENSBORO AVE
TUSCALOOSA,AL35401 		NONE 501(C)(3) OPERATIONAL SUPPORT 510

SAMARITAN COUNSELING CENTER

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

SCALNC

3133 HWY 119
MONTEVALLO,AL35115 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SELMA WOMAN INC

203 VAUGHAN MEMORIAL DR
SELMA,AL36701 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

SELMA ALABAMA CHAPTER OF THE LINKS INC

P O BOX 1343
SELMA,AL367021343 		NONE 501(C)(3) OPERATIONAL SUPPORT 350

SERENITY SAVIORS INC

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

SERVISOLUTIONS

7460 HALCYON POINTE DR SUITE 200
MONTGOMERY,AL36117 		NONE 501(C)(3) OPERATIONAL SUPPORT 680

SHEFFIELD CITY SCHOOLS

300 W 6TH ST
SHEFFIELD,AL356602802 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SHEFFIELD FIRST UNITED METHODIST CHURCH

701 N MONTGOMERY AVE
SHEFFIELD,AL35660 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,150

SHINE

1940 ELMER J BISSELL ROAD
BIRMINGHAM,AL35243 		NONE 501(C)(3) OPERATIONAL SUPPORT 300

SHOALS CHRISTIAN SCHOOL

301 HEATHROW DR
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

SHOALS CIVIC LEAGUE

PO BOX 2823
MUSCLE SHOALS,AL35662 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500

SHOALS DREAM CENTER

2950 CLOVERDALE RD
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000

SHOALS EMMAUS CLUSTER

PO BOX 2531
GADSDEN,AL35903 		NONE 501(C)(3) OPERATIONAL SUPPORT 575

SPECIAL OLYMPICS ALABAMA INC

880 S COURT ST
MONTGOMERY,AL36104 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

SPECTRUM

PO BOX 4342
LOS ANGELES,CA900784342 		NONE 501(C)(3) OPERATIONAL SUPPORT 145

SPIRITHORSE TRC

812 CO RD 49
MARBURY,AL36091 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ST JOSEPH CATHOLIC SCHOOL

115 PLUM ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

ST JUDE'S CHILDREN HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,900

START PLACE

2584 HWY 96
FAYETTE,AL35555 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

STONY POINT CHURCH OF CHRIST

412 COUNTY RD 40 E
DEATSVILLE,AL36022 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,700

SUNRISE LODGE

1163 S WASHINGTON AVE
RUSSELLVILLE,AL35653 		NONE 501(C)(3) OPERATIONAL SUPPORT 250

THE ALABAMA CIVIC CHORALE

PO BOX 362210
HOOVER,AL35236 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE ARC OF CENTRAL ALABAMA

6001 CRESTWOOD BLVD
BIRMINGHAM,AL35212 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

THE AUTISM RESOURCE FOUNDATION

701 ANDREW JACKSON WAY NE
HUNTSVILLE,AL35801 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,250

THE AUTOMOTIVE FREE CLINIC

1259 S MEMORIAL DR
PRATTVILLE,AL36067 		NONE 501(C)(3) OPERATIONAL SUPPORT 750

THE BAKER FAMILY FOUNDATION

118 W TOMBIGBEE ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE BIRTHDAY FAIRY INC

208 MEADOWCREST DRIVE
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,000

THE DISCOVERY PLACE

200 19TH ST N
BIRMINGHAM,AL35203 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

THE ELYSE REEVES FOUNDATION

324 N 10TH STREET
GADSDEN,AL35901 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

THE FOUNDRY MINISTRIES INC

1800 4TH AVE N
BESSEMER,AL35020 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

THE HEALING PLACE

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

THE IVY FOUNDATION OF MONTGOMERY

PO BOX 4172
MONTGOMERY,AL36103 		NONE 501(C)(3) OPERATIONAL SUPPORT 500

THE LOTUS RECOVERY HOUSE

527 E MOBILE ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 12,350

THE LOVELADY CENTER

7916 2ND AVE S
BIRMINGHAM,AL35206 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

THE MARLON AND MARCUS FOUNDATION

PO BOX 682130
PRATTVILLE,AL36068 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

THE MIRACLE HOUSE

60 COOPER DR
FLORENCE,AL35633 		NONE 501(C)(3) OPERATIONAL SUPPORT 5,850

THE RESCUE ME PROJECT

1300 STE E JOHN R ST
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 29,317

THE ROVERCHASE FOUNDATION

224 COMMERCE PKWY
PELHAM,AL35124 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

THE WELL CHURCH

219 SIMPSON ST
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 550

THE WINGS OF HOPE PEDIATRIC FOUNDATION

251 HWY 438
WILSONVILLE,AL35186 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,500

TOYS FOR TOTS

704 HILLCREST DR
TUPELO,MS38804 		NONE 501(C)(3) OPERATIONAL SUPPORT 400

TRI-CITIES FOP LODGE #5

701 MARRIOTT DRIVE
NASHVILLE,TN37214 		NONE 501(C)(3) OPERATIONAL SUPPORT 4,400

TRINITY UNITED METHODIST CHURCH

607 AIRPORT RD SW
HUNTSVILLE,AL35802 		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000

TRI-STATE INSPIRATIONAL BROADCASTING

PO BOX 397
FLORENCE,AL35631 		NONE 501(C)(3) OPERATIONAL SUPPORT 4,800

UAB MEDICINE

1808 7TH AVE S
BIRMINGHAM,AL35233 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,175

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 4,500

UNA OFFICE OF ADVANCEMENT

UNA BOX 5113
FLORENCE,AL35632 		NONE 501(C)(3) OPERATIONAL SUPPORT 6,250

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 500

WELCOME INC

17071 VENTURA BLVD STE 211
ENCINO,CA91316 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

WALDROP FREEWILL BAPTIST CHURCH

AL-195
HALEYVILLE,AL35565 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000

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 400

YMCA OF THE SHOALS

2121 HELTON DR
FLORENCE,AL35630 		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000

ALETHEIA HOUSE

528 KELSEY AVENUE
MUSCLE SHOALS,AL35661 		NONE 501(C)(3) OPERATIONAL SUPPORT 1,400
Total .................................right arrow 3a 563,492
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 ........... 		900001 32,708 14 144,468  
4 Dividends and interest from securities .... 900001 698      
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        
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -6,886  
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) .. 33,406 137,582 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
170,988
(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
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 1,523,920


(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

$ 406,500


(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

$ 244,699


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

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
LONG LEWIS OF HOOVER
 
2551 AL-150
 
HOOVER, AL35244

$ 76,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,725 364 0 0

TY 2023 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 497,400 487,368 487,368
PHG INDIANAPOLIS INVESTORS INVESTMENT 191,560 212,721 212,721
AGP MAJESTIC INVESTMENT 456,086 419,000 419,000
AGP OPEN ROAD INVESTMENT 99,914 99,998 99,998
AGP CASH PARTNERS II INVESTMENT 20,705 242,664 242,664
AGP ENTERTAINMENT INVESTMENT 300,826 281,560 281,560
ANDERSON PREFERRED PROPERTIES INVESTMENT 75,062 72,502 72,502
PHG GULF SHORES INVESTORS INVESTMENT 245,448 248,523 248,523
AGP BCP IV, LLC   476,775 476,775
AGP COLT   2,479,004 2,479,004


TY 2023 OtherDecreasesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Amount
PASSTHROUGH NONDEDUCTIBLE EXPENSES 19,717
FEDERAL TAXES PAID NONDEDUCTIBLE 3,866
UNREALIZED GAIN/LOSS 184,048


TY 2023 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 178 0 0 0
POSTAGE 176 0 0 0
ADVERTISING 6,149 0 0 0
OFFICE EXPENSES 597 0 0 0
CHARITABLE DONATIONS FOR INDIVIDUALS 86,591 0 0 86,591
MISCELLANEOUS EXPENSES 52,980 0 0 0


TY 2023 OtherIncreasesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Amount
TAX EXEMPT INCOME 1,012


TY 2023 OtherLiabilitiesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD LIABILITY 3,200 1,145


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 19,200 0 0 0


TY 2023 TaxesSchedule
Name:
THE LONG LEWIS FOUNDATION
EIN:
46-3747942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 510 0 0 0