Civic Intelligence

Alabama Business Charitable Trust Fund Inc

EIN 58-1984793 • 501(c)4 • Birmingham, AL

Profile

The primary mission of the trust is to benefit specific charitable organizations that provide financial assistance to low income individuals with financial emergencies in central and south alabama for energy, food, shelter, medical care and education.

CO Staci Brooks PO Box 2641Birmingham, AL 35291

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)4 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)4 • $25M-$50M nonprofits • Source year 2024

Net Margin

76th percentile

37%

Higher net margin than 76% of similar nonprofits.

501(c)4 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$99,403

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)4 • $25M-$50M nonprofits • Source year 2024

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

501(c)4 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

135%

Faster revenue growth than 85% of similar nonprofits.

501(c)4 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$37,655,941

Up $3,236,727 (+9.4%) from 2023

Liabilities

Up

$72,701

Up $3,461 (+5.0%) from 2023

Net Assets

Up

$37,583,240

Up $3,233,266 (+9.4%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin76th percentile

Revenue

Up

$3,068,727

Up $1,763,459 (+135%) from 2023

Expenses

Up

$1,947,363

Up $279,796 (+17%) from 2023

Net Income

Up

$1,121,364

Up $1,483,663 (+410%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $20,617,973Liabilities 2011: $8,249Net Assets 2011: $20,609,7242011Assets 2012: $22,051,594Liabilities 2012: $8,060Net Assets 2012: $22,043,5342012Assets 2013: $26,180,748Liabilities 2013: $19,479Net Assets 2013: $26,161,2692013Assets 2014: $26,867,032Liabilities 2014: $11,307Net Assets 2014: $26,855,7252014Assets 2015: $25,814,161Liabilities 2015: $9,595Net Assets 2015: $25,804,5662015Assets 2016: $26,093,054Liabilities 2016: $22,052Net Assets 2016: $26,071,0022016Assets 2017: $29,289,589Liabilities 2017: $15,769Net Assets 2017: $29,273,8202017Assets 2018: $26,378,025Liabilities 2018: $15,146Net Assets 2018: $26,362,8792018Assets 2019: $30,362,384Liabilities 2019: $21,423Net Assets 2019: $30,340,9612019Assets 2020: $33,140,504Liabilities 2020: $28,332Net Assets 2020: $33,112,1722020Assets 2021: $38,052,210Liabilities 2021: $27,123Net Assets 2021: $38,025,0872021Assets 2022: $30,595,887Liabilities 2022: $33,384Net Assets 2022: $30,562,5032022Assets 2023: $34,419,214Liabilities 2023: $69,240Net Assets 2023: $34,349,9742023Assets 2024: $37,655,941Liabilities 2024: $72,701Net Assets 2024: $37,583,2402024

Highlighted filing

2024

Assets$37,655,941
Liabilities$72,701
Net Assets$37,583,240
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,839,083Expenses 2011: $1,175,487Net Income 2011: $1,663,5962011Revenue 2012: $1,849,436Expenses 2012: $1,164,490Net Income 2012: $684,9462012Revenue 2013: $2,239,869Expenses 2013: $1,196,559Net Income 2013: $1,043,3102013Revenue 2014: $3,518,029Expenses 2014: $1,360,873Net Income 2014: $2,157,1562014Revenue 2015: $1,706,214Expenses 2015: $1,391,764Net Income 2015: $314,4502015Revenue 2016: $910,294Expenses 2016: $1,524,629Net Income 2016: -$614,3352016Revenue 2017: $1,666,260Expenses 2017: $1,522,007Net Income 2017: $144,2532017Revenue 2018: $2,420,618Expenses 2018: $1,456,545Net Income 2018: $964,0732018Revenue 2019: $1,163,504Expenses 2019: $1,486,077Net Income 2019: -$322,5732019Revenue 2020: $1,134,299Expenses 2020: $1,502,710Net Income 2020: -$368,4112020Revenue 2021: $3,513,534Expenses 2021: $1,154,298Net Income 2021: $2,359,2362021Revenue 2022: $1,151,306Expenses 2022: $1,670,812Net Income 2022: -$519,5062022Revenue 2023: $1,305,268Expenses 2023: $1,667,567Net Income 2023: -$362,2992023Revenue 2024: $3,068,727Expenses 2024: $1,947,363Net Income 2024: $1,121,3642024

Highlighted filing

2024

Revenue$3,068,727
Expenses$1,947,363
Net Income$1,121,364
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$37,655,941
Liabilities
$72,701
Net assets
$37,583,240
Revenue
$3,068,727
Expenses
$1,947,363
Net income
$1,121,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$0.07$37.6$3.07$1.95$1.12
2023Summary only. Only limited summary data is available for this year.$34.4$0.07$34.3$1.31$1.67$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.03$30.6$1.15$1.67$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$0.03$38.0$3.51$1.15$2.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$0.03$33.1$1.13$1.50$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.02$30.3$1.16$1.49$0.32
2018Summary only. Only limited summary data is available for this year.$26.4$0.02$26.4$2.42$1.46$0.96
2017Summary only. Only limited summary data is available for this year.$29.3$0.02$29.3$1.67$1.52$0.14
2016Summary only. Only limited summary data is available for this year.$26.1$0.02$26.1$0.91$1.52$0.61
2015Summary only. Only limited summary data is available for this year.$25.8$0.01$25.8$1.71$1.39$0.31
2014Summary only. Only limited summary data is available for this year.$26.9$0.01$26.9$3.52$1.36$2.16
2013Summary only. Only limited summary data is available for this year.$26.2$0.02$26.2$2.24$1.20$1.04
2012Summary only. Only limited summary data is available for this year.$22.1$0.01$22.0$1.85$1.16$0.68
2011Summary only. Only limited summary data is available for this year.$20.6$0.01$20.6$2.84$1.18$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$18,659,481
Mission and Program Overview

Mission

The primary mission of the trust is to benefit specific charitable organizations that provide financial assistance to low income individuals with finanacial emergencies in central and south alabama for energy, food, shelter, medical care and education.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,080,174$22,275,735▲ $2,195,561
Investments Other Securities$13,874,778$14,794,654▲ $919,876
Savings and Temporary Cash Investments$409,086$515,852▲ $106,766
Total Assets$34,419,214$37,655,941▲ $3,236,727
Other Assets Total$55,176$69,700▲ $14,524
Liabilities
Accounts Payable and Accrued Expenses$69,240$72,701▲ $3,461
Total Liabilities$69,240$72,701▲ $3,461
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,349,974$37,583,240▲ $3,233,266
Total Net Assets Fund Balance$34,349,974$37,583,240▲ $3,233,266
Total Liabilities and Net Assets / Fund Balance$34,419,214$37,655,941▲ $3,236,727

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$607,644--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tan GraysonAssociate DirectorPT$99,403$99,403
Ruby JacksonSecretary (end 6/24)-$25,793$25,793
Staci BrooksExecutive Director-$17,897$17,897
Wendy HoomesTreasurer-$3,793$3,793

Board Members and Trustees

NameTitle
John StampsPresident & Director
Carlos AlemanVice President & Director
Clayton M RyanDirector
J Leigh DavisDirector
Jonathan K PorterDirector
Lisa MccarrollDirector
Richard BusbyDirector
Charles E GordonSecretary (start 11/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,068,727
Other Revenue
$0
Change in Net Assets
$1,121,364

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,068,727
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,111,902
Total Revenue per Audited Statements
$5,180,629
Total Revenue per Form 990
$3,068,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,519,541
Salaries, Compensation, and Employee Benefits$351,176
Other Expenses$76,646
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,519,541--$1,519,541
Other Salaries and Wages$143,825$60,465-$204,290
Current Officers, Directors, Trustees, and Key Employees$91,806$55,080-$146,886
Fees for Services Legal-$33,312-$33,312
Fees for Services Accounting-$24,510-$24,510
Other Expenses-$10,658-$10,658
Information Technology-$7,804-$7,804
Office Expenses-$232-$232
Travel$130--$130
Total Functional Expenses$1,755,302$192,061$0$1,947,363

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,947,363
Total Expenses per Audited Statements$1,947,363
Total Expenses per Form 990$1,947,363
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Salvation Army Area CommandBrookhaven, GA501(c)(3)General/operating$260,000
Community Action Agency of Northeast AlabamaRainsville, AL509(a)(1)General/operating$234,420
Community Action Agency of South AlabamaDaphne, AL509(a)(1)General/operating$141,868
Catholic Social ServicesMobile, AL501(c)(3)General/operating$83,978
Community Service Programs of West Alabama IncTuscaloosa, AL501(c)(3)General/operating$76,988
Organized Community Action Program IncTroy, AL509(a)(1)General/operating$62,210
Community Action Partnership of North Alabama IncDecatur, AL509(a)(1)General/operating$61,114
Montgomery Community Action AgencyMontgomery, AL509(a)(1)General/operating$50,450
Southeast Alabama Community Action PartnershipEnterprise, AL509(a)(1)General/operating$48,618
Community Action Partnership of Middle AlabamaClanton, AL509(a)(1)General/operating$45,916
Alabama Council on Human RelationsAuburn, AL509(a)(1)General/operating$35,547
The Salvation Army Birmingham Area CommandBirmingham, AL501(c)(3)General/operating$30,000
Community Action Agency of Talladega Clay Randolph Calhoun & CleburneTalladega, AL509(a)(1)General/operating$28,504
Alabama Department of Economic & Community AffairsMontgomery, ALGovernment EntityGeneral/operating$23,000
Serving You Ministries IncBirmingham, AL501(c)(3)General/operating$22,000
Macon-russell Community Action AgencyTuskegee, AL509(a)(1)General/operating$20,997
Community Action of Etowah County IncGadsden, AL509(a)(1)General/operating$20,022
United Way of Central Alabama IncBirmingham, AL501(c)(3)General/operating$20,000
Family Services Center of Calhoun CountyAnniston, AL509(a)(1)General/operating$19,613
Chambers-tallapoosa-coosa Community Action CommitteeDadeville, AL509(a)(1)General/operating$19,426
Central Alabama Regional Planning and Development CommissionMontgomery, ALGovernment EntityGeneral/operating$17,850
Walker County Community Action Agency IncJasper, AL501(c)(3)General/operating$16,231
United Way of East Central AlabamaAnniston, AL501(c)(3)General/operating$15,000
Mobile Community Action IncMobile, AL509(a)(1)General/operating$12,527
American National Red Cross - Mobile Bay Area ChapterMobile, AL501(c)(3)General/operating$10,000
Arc of Tuscaloosa County IncTuscaloosa, AL501(c)(3)General/operating$10,000
Community Action Agencies Association of AlabamaBirmingham, AL509(a)(2)General/operating$10,000
Girl Scouts of Southern AlabamaMobile, AL509(a)(2)General/operating$10,000
Salvation Army - TuscaloosaTuscaloosa, AL501(c)(3)General/operating$10,000
The Salvation Army of DothanDothan, AL501(c)(3)General/operating$10,000
New Birth Outreach Center IncValley, AL501(c)(3)General/operating$9,996
Hearts of CleburneHeflin, AL501(c)(3)General/operating$8,000
Mowa Choctaw Housing AuthorityMt Vernon, AL501(c)(3)General/operating$7,500
Community Action Agency of Northwest AlabamaFlorence, AL509(a)(1)General/operating$7,217
Lettermen of the USAHomewood, AL501(c)(3)General/operating$5,500
Pickens Community Action and Development Corporation IncCarrollton, AL509(a)(1)General/operating$5,049
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review of 990 the trust's management reviews the tax return before filing and provides copies to the trust's board before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Monitoring and enforcement of compliance policy the alabama business charitable trust fund has a written conflict of interest policy and disclosure provision. Annually, the policy is addressed at a trust board meeting and the form is completed by directors and officers. The form includes portions to be completed if disclosure of any potential conflict exists.”

Form 990, Part VI, Section C, Line 19

“Document availability the trust's governing documents, conflict of interest policy, and financial statements are available upon request to the public.”

Filing and Contact Details

Filer

Filer Name
Alabama Business Charitable Trust Fund
EIN
58-1984793
Phone
2052572424
Address
CO STACI BROOKS PO BOX 2641, BIRMINGHAM, AL 35291

Signing Officer

Name
Staci Brooks
Title
Executive Director
Phone
2052572424
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Staci Brooks
Formed
1991
Legal Domicile
Al
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kpmg Llp
Address
500 W 5TH ST STE 800, WINSTONSALEM, NC 27101
Preparer
Laura Collins
Phone
3362753394
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“To benefit specific charitable organizations that provide financial assistance to low income individuals with financial emergencies in central and south alabama.”

Financial Statement Notes

PART X, LINE 2:

“Asc 740 footnote the trust is exempt from federal income taxes as a social welfare organization under internal revenue code section 501(c)(4). The trust's forms 990, return of organization exempt from income tax, for the tax years ending 2021, 2022, 2023 and 2024 are subject to examination by the irs, generally for three (3) years after they were filed.”

Raw XML AppendixShowing 400 of 775 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt069240
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt072701
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GUBRAY BROOKS
IRS990/BooksInCareOfDetail/PhoneNum02052573577
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 N 18TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035291
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt055080
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt091806
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146886
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01519541
IRS990/CYInvestmentIncomeAmt03068727
IRS990/CYOtherExpensesAmt076646
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01121364
IRS990/CYSalariesCompEmpBnftPaidAmt0351176
IRS990/CYTotalExpensesAmt01947363
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03068727
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EMERGENCY COOLING ASSISTANCE PROGRAM PROVIDES FUNDS FOR ENERGY ASSISTANCE DURING THE COOLING SEASON OF JUNE - OCTOBER TO VARIOUS NON-PROFIT AGENCIES IN NORTH, SOUTH AND CENTRAL ALABAMA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0512941
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024510
IRS990/FeesForServicesAccountingGrp/TotalAmt024510
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt033312
IRS990/FeesForServicesLegalGrp/TotalAmt033312
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt924.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN STAMPS
IRS990/Form990PartVIISectionAGrp/PersonNm1CARLOS ALEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA MCCARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD BUSBY
IRS990/Form990PartVIISectionAGrp/PersonNm4J LEIGH DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN K PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAYTON M RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm7STACI BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm8RUBY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm9TAN GRAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm10WENDY HOOMES
IRS990/Form990PartVIISectionAGrp/PersonNm11CHARLES E GORDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt717897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt825793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt999403
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt103793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY (END 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY (START 11/24)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02122584
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0444046
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01519541
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01519541
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017713338
IRS990/GrossReceiptsAmt018659481
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07804
IRS990/InformationTechnologyGrp/TotalAmt07804
IRS990/InvestmentIncomeGrp/ExclusionAmt0946143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0946143
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013874778
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014794654
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020080174
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022275735
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015590754
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY MISSION OF THE TRUST IS TO BENEFIT SPECIFIC CHARITABLE ORGANIZATIONS THAT PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME INDIVIDUALS WITH FINANCIAL EMERGENCIES IN CENTRAL AND SOUTH ALABAMA FOR ENERGY, FOOD, SHELTER, MEDICAL CARE AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034349974
IRS990/NetAssetsOrFundBalancesEOYAmt037583240
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02122584
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02122584
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02111902
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034349974
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt037583240
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0232
IRS990/OfficeExpensesGrp/TotalAmt0232
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt055176
IRS990/OtherAssetsTotalGrp/EOYAmt069700
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER MISC. EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010658
IRS990/OtherExpensesGrp/TotalAmt010658
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060465
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0143825
IRS990/OtherSalariesAndWagesGrp/TotalAmt0204290
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STACI BROOKS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EMERGENCY ASSISTANCE - GENERAL PROGRAM PROVIDES FUNDS FOR EMERGENCY ASSISTANCE THROUGHOUT THE YEAR TO VARIOUS NON-PROFIT AGENCIES LOCATED IN NORTH, SOUTH AND CENTRAL ALABAMA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0401722
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0347765
IRS990/ProgSrvcAccomActy3Grp/Desc0EMERGENCY ENERGY ASSISTANCE PROGRAM PROVIDES FUNDS FOR ENERGY ASSISTANCE THROUGHOUT THE YEAR TO VARIOUS NON-PROFIT AGENCIES LOCATED IN NORTH, SOUTH AND CENTRAL ALABAMA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0278775
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0241332
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EMERGENCY FOOD AND SHELTER
IRS990/ProgSrvcAccomActyOtherGrp/Desc1NON-PROFIT ENERGY EFFICIENCY
IRS990/ProgSrvcAccomActyOtherGrp/Desc2HOME FORWARD GRANTS
IRS990/ProgSrvcAccomActyOtherGrp/Desc3PROGRAM ADMINISTRATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc4OTHER MISCELLANEOUS GRANTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt057469
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt157753
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2244950
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt312995
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt4188697
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt049750
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt149996
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2212050
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt311250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt4163352
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01372286
IRS990/PYInvestmentIncomeAmt01305268
IRS990/PYOtherExpensesAmt039730
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-362299
IRS990/PYSalariesCompEmpBnftPaidAmt0255551
IRS990/PYTotalExpensesAmt01667567
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01305268
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01121364
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0409086
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0515852
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01947363
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02111902
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06189190
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15365572
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22632248
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3607644
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1U.S. GOVERNMENT BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ASSET-BACKED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt02111902
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03068727
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 FOOTNOTE THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES AS A SOCIAL WELFARE ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(4). THE TRUST'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE TAX YEARS ENDING 2021, 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE (3) YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014794654
IRS990ScheduleD/TotalExpensesPerForm990Amt01947363
IRS990ScheduleD/TotalRevenuePerForm990Amt03068727
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05180629
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01947363
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0260000
IRS990ScheduleI/RecipientTable/CashGrantAmt1234420
IRS990ScheduleI/RecipientTable/CashGrantAmt2141868
IRS990ScheduleI/RecipientTable/CashGrantAmt383978
IRS990ScheduleI/RecipientTable/CashGrantAmt476988
IRS990ScheduleI/RecipientTable/CashGrantAmt562210
IRS990ScheduleI/RecipientTable/CashGrantAmt661114
IRS990ScheduleI/RecipientTable/CashGrantAmt750450
IRS990ScheduleI/RecipientTable/CashGrantAmt848618
IRS990ScheduleI/RecipientTable/CashGrantAmt945916
IRS990ScheduleI/RecipientTable/CashGrantAmt1035547
IRS990ScheduleI/RecipientTable/CashGrantAmt1130000
IRS990ScheduleI/RecipientTable/CashGrantAmt1228504
IRS990ScheduleI/RecipientTable/CashGrantAmt1323000
IRS990ScheduleI/RecipientTable/CashGrantAmt1422000
IRS990ScheduleI/RecipientTable/CashGrantAmt1520997
IRS990ScheduleI/RecipientTable/CashGrantAmt1620022
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt1819613
IRS990ScheduleI/RecipientTable/CashGrantAmt1919426
IRS990ScheduleI/RecipientTable/CashGrantAmt2017850
IRS990ScheduleI/RecipientTable/CashGrantAmt2116231
IRS990ScheduleI/RecipientTable/CashGrantAmt2215000
IRS990ScheduleI/RecipientTable/CashGrantAmt2312527
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2510000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt309996
IRS990ScheduleI/RecipientTable/CashGrantAmt318000
IRS990ScheduleI/RecipientTable/CashGrantAmt327500
IRS990ScheduleI/RecipientTable/CashGrantAmt337217
IRS990ScheduleI/RecipientTable/CashGrantAmt345500
IRS990ScheduleI/RecipientTable/CashGrantAmt355049
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13GOVERNMENT ENTITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20GOVERNMENT ENTITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26509(A)(2)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27509(A)(2)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc31501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc33509(A)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc34501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc35509(A)(1)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70

Document Assets

No mirrored PDF or thumbnail assets are attached yet.