THE HACKNEY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE HACKNEY FOUNDATION (EIN 63-1131504)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-02-06
IRS object ID
202540379349100324
Schema version
2023v6.0
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)
Return2025-02-06T15:58:51-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

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 Begin2023-10-01TaxPeriodBeginDt

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
Signature2025-02-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY WATTSPreparerPersonNm
PTINP01464575PTIN
Phone2059794100PhoneNum
Preparation2025-02-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$726,844FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$165,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,327NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$125OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$183,130TotalRevAndExpnssAmt
Total Net Invst Incm$14,728TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$511LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$255LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$256LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,475AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,284TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,604OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,604OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,334TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,731TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$153,849TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,334TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,231TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,281ExcessRevenueOverExpensesAmt
Net Investment Income$6,394NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,599SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,599SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$366,941CorporateStockBOYAmt
Corporate Stock EOY$366,651CorporateStockEOYAmt
Corporate Stock EOYFMV$666,245CorporateStockEOYFMVAmt
Total Assets BOY$395,719TotalAssetsBOYAmt
Total Assets EOY$427,250TotalAssetsEOYAmt
Total Assets EOYFMV$726,844TotalAssetsEOYFMVAmt
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-$2,743,863RetainedEarningBOYAmt
Retained Earning EOY-$2,712,332RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$395,719TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$427,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$395,719TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$427,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$395,719TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,281ExcessRevenueOverExpensesAmt
Other Increases$2,250OtherIncreasesAmt
Subtotal$427,250SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$427,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AAPL INCP2022-05-012024-04-05$86$72$14$14
COPP2022-05-012024-04-05$114$99$15$15
INTCP2022-05-012024-04-05$16$18-$2-$2
JNJP2022-05-012024-04-05$13$11$2$2
SOP2022-05-012024-04-05$17$16$1$1
TGTP2022-05-012024-04-05$22$19$3$3
VEAP2022-05-012024-04-05$31$26$5$5
VXFP2022-05-012024-04-05$2$2$0$0
WMTP2022-05-012024-04-05$39$27$12$12
FieldValueIRS element (for citing)
Capital Gain Net Income$50CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$89SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$871OverpaymentAmt
Applied To ES Tax$871AppliedToESTaxAmt
Refund$0RefundAmt

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 DRIVEBIRMINGHAMAL35209PRESIDENT/TREASURER5.00$0$0$0
T MORRIS HACKNEY
ONE METROPLEX DRIVEBIRMINGHAMAL35209CHAIRMAN/SECRETARY5.00$0$0$0
THOMAS MITCHELL HACKNEY
ONE METROPLEX DRIVEBIRMINGHAMAL35209VICE PRESIDENT5.00$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$611,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,847AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$665,699TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$665,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$655,714NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,786MinimumInvestmentReturnAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Total Tax$89TotalTaxAmt
Distributable Before Adj$32,697DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,697DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,697DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,231ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,231QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,697DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$76,403ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,538ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,402ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,383ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$75,253ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$326,979TotalExcessDistributionCyovAmt
Qualifying Distributions$144,231QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,697AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,534RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$438,513TotalCorpusAmt
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$76,403ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$362,110ExcessDistriCyovToNextYrAmt
Excess From Year4$49,538ExcessFromYear4Amt
Excess From Year3$62,402ExcessFromYear3Amt
Excess From Year2$63,383ExcessFromYear2Amt
Excess From Year1$75,253ExcessFromYear1Amt
Excess From Current Year$111,534ExcessFromCurrentYearAmt

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
A EDUCATION PARTNERSHIP
1230 1ST AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$150
AIDB FOUNDATION
205 SOUTH STREET ETALLADEGAAL35160NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALABAMA BALLET
2726 1ST AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$200
ALABAMA BAPTIST CHILDRENS HOMES & FAMILY MINISTRIES
2681 ROCKY RIDGE LNBIRMINGHAMAL35216NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALABAMA HOLOCAUST EDUCATION CENTER
2100 HIGHLAND AVE SBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200
ALS ASSOCIATION - ALABAMA CHAPTER
300 CAHABA PARK CIR STE 209BIRMINGHAMAL35242NONEPUBLIC CHARITYGENERAL SUPPORT$100
ALZHEIMER'S OF CENTRAL ALABAMA
300 OFFICE PARK DR STE 225BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$500
AMERICAN CANCER SOCIETY
1100 IRELAND WAYBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200
AMERICAN RED CROSS
PO BOX 59180HOMEWOODAL352599180NONEPUBLIC CHARITYGENERAL SUPPORT$250
ASCENSION ST VINCENT'S FOUNDATION
1130 22ND STREE SOUTH STE 1000BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200
BAPTIST HEALTH FOUNDATION
1130 22ND STREE SOUTH STE 3200BIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$27,000
BIG OAK RANCH
4260 CAHABA HEIGHTS CTBIRMINGHAMAL35243NONEPUBLIC CHARITYGENERAL SUPPORT$100
BIRMINGHAM BOTANTICAL GARDENS
2612 LANE PARK RDBIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$100
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$1,100
BIRMINGHAM SOUTHERN COLLEGE
900 ARKADELPHIA RDBIRMINGHAMAL35254NONEPUBLIC CHARITYGENERAL SUPPORT$600
BIRMINGHAM WATCH
147 GLENVIEW DRBIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$200
BOYS & GIRLS CLUBS OF CENTRAL ALABAMA
PO BOX 10391BIRMINGHAMAL35202NONEPUBLIC CHARITYGENERAL SUPPORT$100
BREAST CANCER RESEARCH FOUNDATION OF ALABAMA
15 OFFICE PARK CIR 140BIRMINGHAMAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$500
CANTERBURY UNITED METHODIST CHURCH
350 OVERLOOK RDMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$6,300
CHILDRENS OF ALABAMA FOUNDATION
2112 11TH AVENUE SOUTH THE PLAZABIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$200BUILDING STE 120
COMMUNITY FOOD BANK OF CENTRAL ALABAMA
107 WALTER DAVID DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$5,150
COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
1531 THIRD AVENUE NORTH SUITE 100BIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$200
COMMUNITY FURNITURE BANK
219 DISTRIBUTION DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$400
COMMUNITY GRIEF SUPPORT
400 VESTAVIA PKWY SUITE 131BIRMINGHAMAL35216NONEPUBLIC CHARITYGENERAL SUPPORT$100
CROHN'S AND COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$200
EASTERSEALS
141 W JACKSON BLVD SUITE 1400ACHICAGOIL60604NONEPUBLIC CHARITYGENERAL SUPPORT$100
FIREHOUSE MINISTRIES
626 2ND AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$250
GIRLS SCOUTS OF NORTH CENTRAL ALABAMA
600 MONTGOMERY HIGHWAY SUITE 208VESTAVIA HILLSAL35126NONEPUBLIC CHARITYGENERAL SUPPORT$200
GIRLSPRING
PO BOX 530284BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL SUPPORT$100
GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$100
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$1,000
LAKESHORE FOUNDATION
4000 RIDGEWAY DRBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$7,300
LINLY HEFLIN UNIT
13 OFFICE PARK CIRMOUNTAIN BROOKAL35223NONEPUBLIC CHARITYGENERAL SUPPORT$100
LITERACY COUNCIL-CENTRAL ALABAMA
2015 26TH AVE NBIRMINGHAMAL35234NONEPUBLIC CHARITYGENERAL SUPPORT$100
LM ZEBRA FUND
UAB GIFT RECORDS AB 1230 1720 2NDBIRMINGHAMAL352940112NONEPUBLIC CHARITYGENERAL SUPPORT$100AVE SOUTH
MAGIC MOMENTS
1600 7TH AVE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$100
MIKE SLIVE FOUNDATION
PO BOX 530748BIRMINGHAMAL35253NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
MISSION OUTREACH UNITED APPEAL FUND
PO BOX 130699BIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$950
MITCHELL'S PLACE
4778 OVERTON RDBIRMINGHAMAL35210NONEPUBLIC CHARITYGENERAL SUPPORT$1,850
MOMENTUM LEADERS
2821 2ND AVENUE SOUTH SUITE B-1BIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$3,000
MOUNT CARMEL BAPTIST CHURCH CEMETERY FUND
11880 US-278DOUBLE SPRINGSAL35553NONEPUBLIC CHARITYGE$100
MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
32 VINE STMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$200
NO STOMACH FOR CANCER
3510 PARMENTER ST SUITE 101MIDDLETONWI53562NONEPUBLIC CHARITYGENERAL SUPPORT$100
OASIS
2807 7TH AVE SOUTHBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$100
O'NEAL COMPREHENSIVE CANCER CENTER UAB
1824 6TH AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$600
PRESBYTERIAN HOME FOR CHILDREN
905 GERTRUDE MICHAELS DRTALLADEGAAL35160NONEPUBLIC CHARITYGENERAL SUPPORT$100
RED MOUNTAIN THEATRE
1600 3RD AVE SBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
ROTARY CLUB OF BIRMINGHAM FOUNDATION
2019 4TH AVE NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$6,400
SAMFORD UNIVERSITY
800 LAKESHORE DRBIRMINGHAMAL35229NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
SAMFORD UNIVERSITY LEGACY LEAGUE
800 LAKESHORE DRBIRMINGHAMAL35229NONEPUBLIC CHARITYGENERAL SUPPORT$150
SHRINERS CHILDREN'S
2900 N ROCKY POINT DRTAMPAFL33607NONEPUBLIC CHARITYGENERAL SUPPORT$100
ST JUDE CHILDREN'S HOSPITAL
600 BEACON PKWY WBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$400
SUMMIT CHARTER SCHOOL
370 MITTEN LNCASHIERSNC28717NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE BELL CENTER
1700 29TH CT SOUTHBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
THE BIRMINGHAM JEWISH FEDERATION
3966 MONTCLAIR RDMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
THE BIRMINGHAM PROMISE
1500 1ST AVE NBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
THE CENTER
200 UNION HILL DRIVE SUITE 200BIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$100
THE COUNTRY CLUB OF BIRMINGHAM
3325 COUNTRY CLUB ROADBIRMINGHAMAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$900
THE EXCEPTIONAL FOUNDATION
1616 OXMOOR RDBIRMINGHAMAL35209NONEPUBLIC CHARITYGENERAL SUPPORT$750
THE FOUNDRY MINISTRIES
3748 LORNA RDBIRMINGHAMAL35216NONEPUBLIC CHARITYGENERAL SUPPORT$500
THE LOVELADY CENTER
7916 2ND AVE SBIRMINGHAMAL35206NONEPUBLIC CHARITYGENERAL SUPPORT$3,100
THE MOUNTAIN BROOK LIBRARY FOUNDATION
50 OAK STREETMOUNTAIN BROOKAL35213NONEPUBLIC CHARITYGENERAL SUPPORT$200
THE NATURE CONSERVANCY IN ALABAMA
3700 1ST AVE NBIRMINGHAMAL35222NONEPUBLIC CHARITYGENERAL SUPPORT$900
THE SALVATION ARMY
2410 REVEREND ABRAHAM WOODS JR BLVDBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$200
UAB HEERSINK SCHOOL OF MEDICINE
1670 UNIVERSITY BLVDBIRMINGHAMAL35233NONEPUBLIC CHARITYGENERAL SUPPORT$500
UAB VISUAL AND PERFORMING ARTS
1221 10TH AVE SOUTHBIRMINGHAMAL35205NONEPUBLIC CHARITYGENERAL SUPPORT$3,000
UNITED WAY
304 1ST AVE NECULLMANAL35055NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
UNIVERSITY OF ALABAMA SCHOOL OF LAW
101 PAUL W BRYANT DRTUSCALOOSAAL35401NONEPUBLIC CHARITYGENERAL SUPPORT$100
YWCA OF CENTRAL ALABAMA
2324 3RD AVE NORTHBIRMINGHAMAL35203NONEPUBLIC CHARITYGENERAL SUPPORT$10,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,500TotalGrantOrContriPdDurYrAmt
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$14,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,327ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Related Or Exempt Function Incm$125RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,005ExclusionAmt
Related Or Exempt Function Incm$125RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,130TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementOTHER INCOMERelationshipStatementTxt

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$165,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWARREN AVERETT, LLCCategoryTxt
Amt$6,950Amt
Net Investment Income$3,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,475DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
LPL FINANCIAL - LTCG DISTRIBUTIONPURCHASED2023-12COST$0$1,933
CHARLES SCHWAB - LTCG DISTRIBUTIONPURCHASED2024-06COST$0$1,344

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLPL FINANCIALStockNm
EOY Book Value$366,651EOYBookValueAmt
EOYFMV$666,245EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$511LegalFeesAmt
Net Investment Income$255NetInvestmentIncomeAmt
Disbursements Charitable Prps$256DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$4,604RevenueAndExpensesPerBooksAmt
Net Investment Income$4,604NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$125RevenueAndExpensesPerBooksAmt
Adjusted Net Income$125AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescVOIDED CHECKSDesc
Amt$2,250Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXES PAIDCategoryTxt
Amt$1,284Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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