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Nonprofit · EIN 63-0736444

DANIEL FOUNDATION OF ALABAMA

Tax-exempt · MOUNTAIN BRK, AL 35223

Financials

$3.3M$8.4M2023$7.5M$9.7M2024
Revenue Expenses · by fiscal year end
Financials of DANIEL FOUNDATION OF ALABAMA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,475,168$9,696,859-$2,221,691$114,472,875$0$114,472,875
December 31, 2023990-PF$3,316,063$8,433,762-$5,117,699$115,676,328$0$115,676,328
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$4,235,957
Net gain from sales of assets
$3,129,357
Other income
$109,854

Expenses

Grants and similar amounts paid
$7,512,554
Compensation of officers, directors and key employees
$216,348
Salaries, compensation and benefits (total)
$279,387
Disbursements for charitable purposes
$7,512,554
Excise tax on investment income
$78,093

Balance sheet and other

Total assets, start of year
$115,676,328
Total assets, end of year
$114,472,875
Total liabilities, end of year
$0
Net assets, end of year
$114,472,875
Fair market value of assets
$134,814,851
Qualifying distributions
$7,512,554
Net investment income
$7,475,168

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARIA S KENNEDY
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
EXEC. DIRECTOR32$150,348$3,464
CHARLES W DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
CHAIRMAN32$36,000$675
LYNDRA P DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
PRESIDENT1$6,000$0
LUCY MCVAY
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$6,000$0
ZACHARY J DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$6,000$0
MARION DANIEL HEAD
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
VICE PRESIDENT1$4,500$0
CHRISTOPHER H DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$4,500$0
JACK HAWKINS JR
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$3,000$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
MARIA S KENNEDY
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
EXEC. DIRECTOR32$142,738$5,710
CHARLES W DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
CHAIRMAN32$36,000$1,200
LYNDRA P DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
PRESIDENT1$6,000$0
LUCY MCVAY
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$6,000$0
ZACHARY J DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$6,000$0
JACK HAWKINS JR
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$4,500$0
MARION DANIEL HEAD
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
VICE PRESIDENT1$3,000$0
CHRISTOPHER H DANIEL
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$1,500$0
JAMES F HUGHEY JR
510 OFFICE PARK DRIVE SUITE 210, BIRMINGHAM, AL 35223
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
510 OFFICE PARK DR, MOUNTAIN BRK, AL 35223-2414
Signed the 990-PF
MARIA S KENNEDY, EXECUTIVE DIRECTOR
Phone
(205) 874-3523
Return prepared by
DIPIAZZA LAROCCA HEETER & CO LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-0736444
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1978
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$114,472,875
Income (IRS master file)
$7,605,915

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,475,168$9,696,859$114,472,875XML
990-TDecember 2024–––IRS
990-PFDecember 2023$3,316,063$8,433,762$115,676,328XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0736444).

Questions about DANIEL FOUNDATION OF ALABAMA

What is the EIN of DANIEL FOUNDATION OF ALABAMA?
The employer identification number (EIN) of DANIEL FOUNDATION OF ALABAMA is 63-0736444.
Is DANIEL FOUNDATION OF ALABAMA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to DANIEL FOUNDATION OF ALABAMA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DANIEL FOUNDATION OF ALABAMA file?
Form 990-PF. Private foundations file every year.
When is the next return of DANIEL FOUNDATION OF ALABAMA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DANIEL FOUNDATION OF ALABAMA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DANIEL FOUNDATION OF ALABAMA?
The 990-PF for the year ended December 31, 2024 lists 8 people; 8 received compensation from the organization, the highest $150,348 (MARIA S KENNEDY, EXEC. DIRECTOR).
How much revenue does DANIEL FOUNDATION OF ALABAMA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,475,168, expenses of $9,696,859 and total assets of $114,472,875 at year end.

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