2025-08-19T16:56:00-05:00 2024-12-31 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990PF 2024-01-01 631182139 HAPLOTACE FOUNDATION HAPL 2053604121 813 SHADES CREEK PKWY STE 202 BIRMINGHAM AL 35209 HENRY I BARCLAY III TREASURER 2053604121 2025-08-18 1 1 JEFFREY D CHANDLER CPA P00764759 2058027212 2025-08-18 2024 2025-03-06 01:10:19Z X 723793630 X 62928293 7441599 7441599 10374533 10374533 17130122 267690042 17130122 1624 1624 97876171 34947878 1421096 0 1235851 132544 0 117964 13019 0 13018 19500 0 19500 5123875 4737588 386287 1119141 121305 47778 36944 0 62796 0 62795 3990 0 3990 97102 0 76874 8030007 4858893 1964057 78575418 47197833 86605425 4858893 49161890 11270746 30088985 1577868 644130 644130 320924 336890 336890 100178428 106191007 106191007 416502613 465471324 465471324 73268238 73498502 73498502 52847531 77356520 77356520 214051 77723 173272 136328 136328 215958 158928 158929 645084832 723793629 723793630 52555 355082 31377585 920943 1390638 973498 33123305 X 644111334 690670324 644111334 690670324 645084832 723793629 644111334 11270746 35288244 690670324 0 690670324 PUBLICLY TRADED SECURITIES 2024-12-31 267323128 250348680 16974448 16974448 LIMITED PARTNERSHIP P 2024-12-31 211240 211240 0 0 CAPITAL GAINS DIVIDENDS P 155674 155674 155674 17130122 418237 0 418237 0 418237 357919 0 0 0 357919 0 60318 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 1 1 1 1 N/A HENRY I BARCLAY III 2053604121 813 SHADES CREEK PKWY STE 202 BIRMINGHAM AL 35209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY BARCLAY III 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 PRESIDENT AND TREASURER 40.00 448250 50737 0 AMY ADAMS 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 SECRETARY 40.00 468541 41998 0 PAMELA MCALISTER 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 VICE PRESIDENT 40.00 448250 35398 0 RONALD PIOMBINO 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 BOARD MEMBER 6.00 23555 2067 0 TIM SEGERS 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 BOARD MEMBER 40.00 32500 0 0 NONE 0 NONE 0 0 703567239 1069899 0 704637138 0 0 704637138 10569557 694067581 34703379 34703379 418237 418237 34285142 0 34285142 0 34285142 49161890 0 49161890 34285142 3163427 0 0 49161890 3163427 0 0 34285142 11713321 0 0 11713321 0 0 0 0 0 0 0 11713321 11713321 X THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 CHARITABLE PURPOSES 112400 THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 CHARITABLE PURPOSES 859440 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 1600000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 4576175 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 5963006 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 235567 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 847840 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 1118900 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 4923538 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 3682281 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 73350 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 5578517 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 10976358 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 2000000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 1749628 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 CHARITABLE PURPOSES 120000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 CHARITABLE PURPOSES 304000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 CHARITABLE PURPOSES 1750583 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 220000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 496250 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 CHARITABLE PURPOSES 10000 47197833 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 5353114 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 800000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 CHARITABLE PURPOSES 910595 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 260306 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 466250 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 22500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 494880 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 CHARITABLE PURPOSES 92440 31377585 14 7441599 14 10374533 14 1624 18 17130122 0 34947878 0 34947878 0 0 0 0 0 0 0 0 0 0 X X 1 HARVEST TRUST PEACHTREE STREET ATLANTA GA 30309 62928293 X X 1 PUBLICLY TRADED SECURITIES AND CASH. 62928293 ACCOUNTING FEES 19500 0 19500 CONTROLLED ENTITIES FORM 990PF, PART VI-A, LINE 11 SEED SOWERS, LLC 92-1738603813 SHADES CREEK PARKWAYBIRMNGHAM AL 35209NOT AN EXCESS BUSINESS HOLDING INVESTMENTS - CORPORATE BONDS 73369141 73369141 INVESTMENTS - FOREIGN BONDS 129361 129361 INVESTMENTS - EQUITY SECURITIES 327347014 327347014 INVESTMENTS - ETF & CEF 138124310 138124310 89705244 89705244 16485763 16485763 INVESTMENTS - MUTUAL FUNDS FMV 32356905 32356905 TIME DEPOSITS FMV 13287100 13287100 ALTERNATIVE INVESTMENTS FMV 31712515 31712515 LEGAL FEES 13019 0 13018 ROU ASSET - OPERATING LEASES 215958 158928 158929 INSURANCE 37193 0 37194 IT 38220 0 38220 OTHER 21689 0 1460 OTHER 1624 1624 1624 NET CUMULATIVE UNREALIZED GAINS 35288244 DEFERRED TAX LIABILITY 702087 1228003 OPERATING LEASE LIABILITIES 218856 162635 CONTRACT SERVICES 386287 0 386287 INVESTMENT FEES 4737588 4737588 0 HARVEST TRUST PEACHTREE ST NE ATLANTA GA 30309 FOREIGN TAXES 121305 121305 0 PAYROLL 53683 0 47778 EXCISE TAXES 418237 0 0 DEFERRED TAXES 525916 0 0