THE HACKNEY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE HACKNEY FOUNDATION (EIN 63-1131504)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-07-23
IRS object ID
202422059349100867
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-23T15:32:29-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631131504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HACKNEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHACKBusinessNameControlTxt
Phone2058705563PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE METROPLEX DRIVE 210AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRENDA HACKNEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2058705563PhoneNum
Signature2024-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRENDAPersonFirstNm
Person LastHACKNEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY WATTSPreparerPersonNm
PTINP01464575PTIN
Phone2059794100PhoneNum
Preparation2024-07-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$577,137FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,162DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,436NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,436CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,598TotalRevAndExpnssAmt
Total Net Invst Incm$73,598TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,162AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,163AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,210TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,164OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,942OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$222OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,699TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,104TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,385TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,366ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,366ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,104TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,751TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,533ExcessRevenueOverExpensesAmt
Net Investment Income$66,494NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,638SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,778SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,778SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$308,548CorporateStockBOYAmt
Corporate Stock EOY$366,941CorporateStockEOYAmt
Corporate Stock EOYFMV$548,359CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$332,186TotalAssetsBOYAmt
Total Assets EOY$395,719TotalAssetsEOYAmt
Total Assets EOYFMV$577,137TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,139,582CapitalStockBOYAmt
Capital Stock EOY$3,139,582CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,807,396RetainedEarningBOYAmt
Retained Earning EOY-$2,743,863RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$332,186TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$395,719TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$332,186TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$395,719TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$332,186TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,533ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$395,719SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$395,719TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP2011-10-132023-04-05$22,846$2,039$20,807$20,807
APPLE INCP2019-11-142023-04-05$435$176$259$259
APPLE INCP2020-02-132023-04-05$353$176$177$177
APPLE INCP2020-05-142023-04-05$401$188$213$213
APPLE INCP2020-08-132023-04-05$267$188$79$79
APPLE INCP2020-11-122023-04-05$168$123$45$45
APPLE INCP2021-02-112023-04-05$148$123$25$25
APPLE INCP2021-05-132023-04-05$173$133$40$40
APPLE INCP2021-08-122023-04-05$148$133$15$15
APPLE INCP2021-11-122023-04-05$146$133$13$13
APPLE INCP2022-02-102023-04-05$123$133-$10-$10
ABBVIE INCP2016-02-262023-04-05$57,369$20,032$37,337$37,337
ABBVIE INCP2019-11-152023-04-05$696$382$314$314
ABBVIE INCP2020-02-142023-04-05$720$426$294$294
ABBVIE INCP2020-05-152023-04-05$770$432$338$338
ABBVIE INCP2020-08-142023-04-05$738$437$301$301
ABBVIE INCP2020-11-162023-04-05$713$443$270$270
ABBVIE INCP2021-02-162023-04-05$753$494$259$259
ABBVIE INCP2021-05-142023-04-05$687$500$187$187
ABBVIE INCP2021-08-162023-04-05$694$505$189$189
ABBVIE INCP2021-11-152023-04-05$702$511$191$191
ABBVIE INCP2022-02-152023-04-05$628$560$68$68
ABBVIE INCP2022-05-162023-04-05$453$434$19$19
ABBVIE INCP2022-05-162023-04-11$138$132$6$6
FieldValueIRS element (for citing)
Capital Gain Net Income$61,436CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$924InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$924SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$324TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE ORGANIZATIONIndividualWithBooksNm
Phone2058705563PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE METROPLEX DRIVEAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRENDA HACKNEY
ONE METROPLEX DRIVEBIRMINGHAMAL35209PRES/VP/TREASURER5.00$0$0$0
T MORRIS HACKNEY
ONE METROPLEX DRIVEBIRMINGHAMAL35209CHAIRMAN/SECRETARY5.00$0$0$0
JAMES R HACKNEY
ONE METROPLEX DRIVEBIRMINGHAMAL35209DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$543,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,290AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$556,791TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$556,791AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$548,439NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,422MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,422MinimumInvestmentReturnAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Total Tax$924TotalTaxAmt
Distributable Before Adj$26,498DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,498DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,498DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,751ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$101,751QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,498DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$66,737ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$76,403ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,538ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,402ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,383ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$318,463TotalExcessDistributionCyovAmt
Qualifying Distributions$101,751QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$75,253RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$393,716TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$66,737ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$326,979ExcessDistriCyovToNextYrAmt
Excess From Year4$76,403ExcessFromYear4Amt
Excess From Year3$49,538ExcessFromYear3Amt
Excess From Year2$62,402ExcessFromYear2Amt
Excess From Year1$63,383ExcessFromYear1Amt
Excess From Current Year$75,253ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerT MORRIS HACKNEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIDB FOUNDATION
205 SOUTH STREET ETALLADEGAAL35160NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALABAMA APPLESEED
400 S UNION STMONTGOMERYAL36104NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALABAMA HOLOCAUST EDUCATION CENTER
2100 HIGHLAND AVE SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$250
ALABAMA MEN'S HALL OF FAME
800 LAKESHORE DRBIRMINGHAMAL35229NONEPUBLIC CHARITYGENERAL SUPPORT$500
ALABAMA POSSIBLE
1016 19TH ST SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALABAMA SYMPHONY ORCHESTRA
3621 6TH AVENUE SOUTHBIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ALS ASSOCIATION - ALABAMA CHAPTER
300 CAHABA PARK CIR STE 209BIRMINGHAMAL35242NONEPUBLIC CHARITYGENERAL SUPPORT$350
ALZHEIMER'S OF ALABAMA
2151 HIGHLAND AVE 210BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALZHEIMER'S OF CENTRAL ALABAMA
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$100
AMERICAN CANCER SOCIETY
1100 IRELAND WAYBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$400
ASCENSION ST VINCENT'S FOUNDATION
1130 22ND STREE SOUTH STE 1000BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$1,250
BAPTIST HEALTH FOUNDATION
1130 22ND STREE SOUTH STE 3200BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$1,600
BIG BROTHER BIG SISTERS OF GREATER BIRMINGHAM
1901 14TH AVE SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
BIRMINGHAM BOTANTICAL GARDENS
2612 LANE PARK RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$200
BIRMINGHAM CHILDREN'S THEATRE
2130 RICHARD ARRINGTON JR BLVD NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$250
BIRMINGHAM MUSEUM OF ART
2000 REVEREND ABRAHAM WOODS JR BLVDBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$500
BOYS AND GIRLS CLUBS OF THE PLATEU
558 FRANK ALLEN RD BOX 1812CASHIERSNC28717NONEPUBLIC CHARITYGENERAL SUPPORT$200
BREAST CANCER RESEARCH FOUNDATION OF ALABAMA
15 OFFICE PARK CIR 140BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$100
BUILDING PEACE INC
5217 GLENFAIR CIRCLENORTHPORTAL35473NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
CANTERBURY UNITED METHODIST CHURCH
350 OVERLOOK RDMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$7,850
CHAUTAUQUA LEARN AND SERVE CHARTER SCHOOL
1118 MAGNOLIA AVEPANAMA CITYFL32401NONEPUBLIC CHARITYGENERAL SUPPORT$100
CHILDCARE RESOURCES
244 W VALLEY AVE 200BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$100
CHILDRENS OF ALABAMA FOUNDATION
2112 11TH AVENUE SOUTH THE PLAZABIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$500BUILDING STE 120
CHURCH OF THE ADVENT MUSIC PROGRAM
2017 6TH AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$100
COMMUNITY FOOD BANK OF CENTRAL ALABAMA
107 WALTER DAVID DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$200
COMMUNITY FURNITURE BANK
219 DISTRIBUTION DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$300
FIREHOUSE MINISTRIES
626 2ND AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$350
FORGE SURVIVORSHIP CENTER
1321 19TH ST SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200
FRIENDS OF BIRMINGHAM BOTANICAL
2612 LANE PARK RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$50
GILES COUNTY PUBLIC LIBRARY
122 SOUTH 2ND STREETPULASKITN38478NONEPUBLIC CHARITYGENERAL DUPPORT$100
GILES COUNTY VETERAN'S ALLIANCE
PO BOX 1071PULASKITN38478NONEPUBLIC CHARITYGENERAL SUPPORT$100
GIRLS ON THE RUN BIRMINGHAM
500 OFFICE PARK DR SUITE 201MOUNTAIN BROOKAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$200
GLENVILLE-CASHIERS RESCUE SQUAD
79 NORTH NORTON ROADCASHIERSNC28717NONEPUBLIC CHARITYGENERAL SUPPORT$500
GLOBE WORKS INTERNATIONAL MINISTRIES INC
1008 MONTGOMERY HIGHWAY STE 200VESTAVIAAL35216NONEPUBLIC CHARITYGENERAL SUPPORT$200
GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$150
HIGHLANDS CASHIERS HEALTH FOUNDATION
348 S 5TH STHIGHLANDSNC28741NONEPUBLIC CHARITYGENERAL SUPPORT$250
HOLY FAMILY CHRISTO REY CATHOLIC HS
1832 CENTER WAY SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200
JUNIOR LEAGUE OF BIRMINGHAM
2212 20TH AVE SOUTHBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$500
LAKESHORE FOUNDATION
4000 RIDGEWAY DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$5,300
LINLY HEFLIN UNIT
13 OFFICE PARK CIRMOUNTAIN BROOKAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$100
MAGIC MOMENTS
1600 7TH AVE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$200
MEALS ON WHEELS
3620 8TH AVE SBIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL SUPPORT$100
MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL SUPPORT$500
MISSION OUTREACH UNITED APPEAL FUND
PO BOX 130699BIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$200
MITCHELL'S PLACE
4778 OVERTON RDBIRMINGHAMAL35210NONEPUBLIC CHARITYGENERAL SUPPORT$2,250
MOMENTUM LEADERS
2821 2ND AVENUE SOUTH SUITE B-1BIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
32 VINE STMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$200
NATIONAL MULTIPLE SCLEROSIS SOCIETY
2200 WOODCREDT PLBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
OASIS
2807 7TH AVE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
O'NEAL COMPREHENSIVE CANCER CENTER UAB
1824 6TH AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$500
PASTORAL COUNSELING AND TRAINING CTR
400 OFFICE PARK DR STE 130MOUNTAIN BROOKAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$500
PHOENIX HOUSE
700 35TH AVENUETUSCALOOSAAL35401NONEPUBLIC CHARITYGENERAL SUPPORT$100
RED MOUNTAIN THEATRE
1600 3RD AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$7,500
ROTARY CLUB OF BIRMINGHAM FOUNDATION
2019 4TH AVE NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$5,100
SAMFORD UNIVERSITY
800 LAKESHORE DRBIRMINGHAMAL35229NONEPUBLIC CHARITYGENERAL SUPPORT$11,000
SAMFORD UNIVERSITY LEGACY LEAGUE
800 LAKESHORE DRBIRMINGHAMAL35229NONEPUBLIC CHARITYGENERAL SUPPORT$500
SIGHT SAVERS AMERICA
337 BUSINESS CIRPELHAMAL35124NONEPUBLIC CHARITYGENERAL SUPPORT$200
ST JUDE CHILDREN'S HOSPITAL
600 BEACON PKWY WBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$200
ST MARY'S ON THE HIGHLANDS EPISCOPAL
1910 12TH AVENUE DOUTHBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$100
ST VINCENT'S FOUNDATION
1130 22ND STREE SOUTH STE 1000BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$100
SUMMIT CHARTER SCHOOL
370 MITTEN LNCASHIERSNC28717NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE BELL CENTER
1700 29TH CT SOUTHBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$1,250
THE EXCEPTIONAL FOUNDATION
1616 OXMOOR RDBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$200
THE FIRST TEE OF GREATER CHARLOTTE
2661 REVOLUTION PARK DRIVECHARLOTTENC28208NONEPUBLIC CHARITYGENERAL SUPPORT$50
THE FOUNDRY MINISTRIES
3748 LORNA RDBIRMINGHAMAL35216NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE SALVATION ARMY
2410 REVEREND ABRAHAM WOODS JR BLVDBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$100
UAB ATHLETICS FOUNDATION
1720 2ND AVENUE SOUTH AB 1264BIRMINGHAMAL35294NONEPUBLIC CHARITYGENERAL SUPPORT$6,666
UAB VISUAL AND PERFORMING ARTS
1221 10TH AVE SOUTHBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
UNITED WAY
304 1ST AVE NECULLMANAL35055NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
UNIVERSITY OF MONTEVALLO FOUNDATION
STATION 6215MONTEVALLOAL35115NONEPUBLIC CHARITYGENERAL SUPPORT$100
WOODLAWN UNITED
5529 1ST AVENUE SOUTHBIRMINGHAMAL35212NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
YWCA OF CENTRAL ALABAMA
2324 3RD AVE NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$11,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,366TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,162ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,436ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$73,598ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,598TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRENDA M HACKNEYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE METROPLEX DRIVE NO 210AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWARREN AVERETT, LLCCategoryTxt
Amt$6,325Amt
Net Investment Income$3,162NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,163DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLPL FINANCIALStockNm
EOY Book Value$366,941EOYBookValueAmt
EOYFMV$548,359EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$3,942$3,942$0
SUPPLIES$222$0$222

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXES PAIDCategoryTxt
Amt$1,210Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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