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Nonprofiteer
← ARC OF TUSCALOOSA COUNTY ENDOWMENT FUND INC

Form 990 for tax year 2023

Filed by ARC OF TUSCALOOSA COUNTY ENDOWMENT FUND INC.

Totals

Total revenue
$132,704
Total expenses
$178,721
Contributions and grants received
$0
Grants paid
$150,000
Program service revenue
$0
Investment income
$132,704
Other revenue
$0
Total assets, end of year
$4,037,278
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,037,278
Program services expenses (Part IX)
$178,721
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$178,721

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $132,704 · excluded $132,704

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $150,000 · program services $150,000

  • 11f · Fees: investment management

    total $28,721 · program services $28,721

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,027 · end of year $34,746

  • 11 · Investments: publicly traded securities

    beginning of year $3,568,486 · end of year $4,002,532

  • 27 · Net assets without donor restrictions

    beginning of year $3,608,513 · end of year $4,037,278

Mission and programs · 2023

Mission

TO RECEIVE, INVEST AND MANAGE FUNDS FOR THE BENEFIT OF THE ARC OF TUSCALOOSA COUNTY.

Activities or mission (Part I)

THE ARC OF TUSCALOOSA ENDOWMENT FUND, INC. MISSION IS TO RECEIVE, INVEST AND MANAGE FUNDS FOR THE BENEFIT OF THE ARC OF TUSCALOOSA COUNTY.

  • THE ARC OF TUSCALOOSA COUNTY ENDOWMENT FUND SUPPORTS THE SERVICES AND PROGRAMS OF THE ARC OF TUSCALOOSA COUNTY. EXPENSES IN THE CURRENT FISCAL YEAR CONSISTED OF INVESTMENT MANAGEMENT FEES.

    Expenses $178,721 · Grants $150,000

As filed on the 2023 return.

Listed in Part VII

  • ERICA J BARNES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHYLLIS BELCHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAREN BURKLEW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICK DOWLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAAVO HANNINEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALISON HEWSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LYNN HOPPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MORGAN KENDRICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA KUCHARSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELIZABETH MICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE SMART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TAMI TODD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUDY VOSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PEYTON WHITEHORN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANIEL YU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRIEDA BURROUGHS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MORGAN AKINS

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARTIN NAUGHER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BEESON PARTLOW

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DELSHONDA THOMAS

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 June 2025
IRS schema version
2023v6.0
Source object
202501689349300220

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