2026-06-19T12:32:44-05:00 2025-12-31 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990PF 2025-01-01 631182139 HAPLOTACE FOUNDATION HAPL 2053604121 813 SHADES CREEK PKWY STE 202 BIRMINGHAM AL 35209 HENRY I BARCLAY III TREASURER 2053604121 2026-06-19 1 JEFFREY D CHANDLER CPA P00764759 2058027212 2026-06-18 2025 2025-03-06 01:10:19Z X 692655934 X 7737840 7580697 7580697 10098726 10098726 25457842 413771628 25457842 50875105 43137265 1727366 0 1537356 168454 0 149924 53 0 53 19588 0 19588 4815533 4504583 310950 1161070 156783 53756 37355 0 67961 0 67961 2681 0 2681 150484 0 150484 8150545 4661366 2292753 118507898 107757154 126658443 4661366 110049907 -75783338 38475899 644130 484945 484945 336890 326267 326267 106191007 92355461 92355461 465471324 470578272 470578272 73498502 51735223 51735223 77356520 76971695 76971695 218366 115078 136328 103288 103288 158928 100783 100783 723793629 692655934 692655934 355082 329579 31377585 42128330 1390638 1741160 33123305 44199069 X 690670324 648456865 690670324 648456865 723793629 692655934 690670324 -75783338 33569879 648456865 0 648456865 PUBLICLY TRADED SECURITIES 2025-12-31 412749630 387545925 25203705 25203705 LIMITED PARTNERSHIP P 2025-12-31 767861 767861 0 0 CAPITAL GAINS DIVIDENDS P 254137 254137 254137 25457842 534815 0 534815 0 534815 600000 0 0 0 600000 7507 57678 57678 0 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 539000 49931 0 AMY ADAMS 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 SECRETARY 40.00 559291 52500 0 PAMELA MCALISTER 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 VICE PRESIDENT 40.00 539000 52500 0 RONALD PIOMBINO 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 BOARD MEMBER 6.00 50075 7511 0 TIM SEGERS 813 SHADES CREEK PARKWAY STE 202 BIRMINGHAM AL 35209 BOARD MEMBER 40.00 40000 0 0 NONE 0 NONE 0 0 696078142 1857640 0 697935782 0 0 697935782 10469037 687466745 34373337 34373337 534815 534815 33838522 0 33838522 0 33838522 110049907 0 110049907 33838522 0 0 11713321 11713321 110049907 0 0 0 33838522 76211385 0 0 87924706 0 0 0 0 0 0 0 87924706 11713321 76211385 X COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 29470968 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 800000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 4648803 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 1731930 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 2610556 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 800000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 9896214 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 24172198 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 14449375 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 9309658 THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 POF CHARITABLE PURPOSES 711488 THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 POF CHARITABLE PURPOSES 2054284 THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 POF CHARITABLE PURPOSES 452760 THE CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 POF CHARITABLE PURPOSES 125000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 178150 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 1218760 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 60000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 300000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 869900 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 3055000 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 98250 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 743860 107757154 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 5500 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 4500 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 200000 COMMUNITY FOUNDATION SOUTH ALABAMA 212 ST JOSEPH ST MOBILE AL 36602 POF CHARITABLE PURPOSES 65000 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 329145 WALKER AREA COMMUNITY FOUNDATION 124 N WALSTON BRIDGE RD JASPER AL 35504 POF CHARITABLE PURPOSES 221180 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 60000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 90000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 101295 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 545000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 851000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 264668 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 37065 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 247440 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 60000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 1511240 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 106250 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 545000 COMMUNITY FOUNDATION GREATER BIRMINGHAM 1531 3RD AVE N 100 BIRMINGHAM AL 35203 POF CHARITABLE PURPOSES 255191 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 15000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 300000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 2676557 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 1511240 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 4000000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 297065 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 212500 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 7500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 1800000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 333333 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 464000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 631000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 150165 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 650000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 312000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 300000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 4000000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 7500000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 900000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 333333 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 600000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 323800 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 441700 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 312000 PRESBYTERIAN CHURCH IN AMERICA FOUNDATION INC 1700 NORTH BROWN ROAD SUITE 103 LAWRENCEVILLE GA 30043 POF CHARITABLE PURPOSES 65163 42128330 14 7580697 14 10098726 18 25457842 0 43137265 0 43137265 0 0 0 0 0 0 0 0 0 0 X X 1 HARVEST TRUST PEACHTREE STREET ATLANTA GA 30309 7737840 X X 1 PUBLICLY TRADED SECURITIES AND CASH. 7737840 ACCOUNTING FEES 19588 0 19588 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 51735223 51735223 INVESTMENTS - EQUITY SECURITIES 334706481 334706481 INVESTMENTS - ETF & CEF 135871791 135871791 77390482 77390482 14964979 14964979 INVESTMENTS - MUTUAL FUNDS FMV 33701366 33701366 TIME DEPOSITS FMV 10029466 10029466 ALTERNATIVE INVESTMENTS FMV 33240863 33240863 LEGAL FEES 53 0 53 ROU ASSET - OPERATING LEASES 158928 100783 100783 INSURANCE 100101 0 100101 IT 40367 0 40367 OTHER 10016 0 10016 NET CUMULATIVE UNREALIZED GAINS 33569879 DEFERRED TAX LIABILITY 1228003 1637075 OPERATING LEASE LIABILITIES 162635 104085 CONTRACT SERVICES 310950 0 310950 INVESTMENT FEES 4504583 4504583 0 HARVEST TRUST PEACHTREE ST NE ATLANTA GA 30309 FOREIGN TAXES 156783 156783 0 PAYROLL 60400 0 53756 EXCISE TAXES 534815 0 0 DEFERRED TAXES 409072 0 0