Nonprofit · EIN 63-1182139
HAPLOTACE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,875,105 | $126,658,443 | -$75,783,338 | $692,655,934 | $44,199,069 | $648,456,865 |
| December 31, 2024 | 990-PF | $97,876,171 | $86,605,425 | $11,270,746 | $723,793,629 | $33,123,305 | $690,670,324 |
| December 31, 2023 | 990-PF | $560,704,469 | $4,744,516 | $555,959,953 | $645,084,832 | $973,498 | $644,111,334 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,737,840
- Dividends
- $10,098,726
- Interest
- $7,580,697
- Net gain from sales of assets
- $25,457,842
Expenses
- Grants and similar amounts paid
- $118,507,898
- Compensation of officers, directors and key employees
- $1,727,366
- Disbursements for charitable purposes
- $110,049,907
- Excise tax on investment income
- $534,815
Balance sheet and other
- Total assets, start of year
- $723,793,629
- Total assets, end of year
- $692,655,934
- Total liabilities, end of year
- $44,199,069
- Net assets, end of year
- $648,456,865
- Fair market value of assets
- $692,655,934
- Qualifying distributions
- $110,049,907
- Net investment income
- $43,137,265
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY ADAMS 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | SECRETARY | 40 | $559,291 | $52,500 |
| HENRY BARCLAY III 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | PRESIDENT AND TREASURER | 40 | $539,000 | $49,931 |
| PAMELA MCALISTER 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | VICE PRESIDENT | 40 | $539,000 | $52,500 |
| RONALD PIOMBINO 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | BOARD MEMBER | 6 | $50,075 | $7,511 |
| TIM SEGERS 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | BOARD MEMBER | 40 | $40,000 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY ADAMS 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | SECRETARY | 40 | $468,541 | $41,998 |
| HENRY BARCLAY III 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | PRESIDENT AND TREASURER | 40 | $448,250 | $50,737 |
| PAMELA MCALISTER 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | VICE PRESIDENT | 40 | $448,250 | $35,398 |
| TIM SEGERS 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | BOARD MEMBER | 40 | $32,500 | $0 |
| RONALD PIOMBINO 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | BOARD MEMBER | 6 | $23,555 | $2,067 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HENRY BARCLAY III 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | PRESIDENT AND TREASURER | 40 | $300,935 | $26,167 |
| AMY ADAMS 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | SECRETARY | 40 | $300,935 | $17,067 |
| PAMELA MCALISTER 813 SHADES CREEK PARKWAY STE 202, BIRMINGHAM, AL 35209 | VICE PRESIDENT | 40 | $300,935 | $26,167 |
Address and contacts
- Address (IRS master file)
- 813 SHADES CREEK PKWY STE 202, BIRMINGHAM, AL 35209-4512
- In care of
- % WILLIAM J WARD
- Signed the 990-PF
- HENRY I BARCLAY III, TREASURER
- Phone
- (205) 360-4121
- Return prepared by
- BORLAND BENEFIELD PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-1182139
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $692,655,934
- Income (IRS master file)
- $439,188,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,875,105 | $126,658,443 | $692,655,934 | XML |
| 990-PF | December 2024 | $97,876,171 | $86,605,425 | $723,793,629 | XML |
| 990-PF | December 2023 | $560,704,469 | $4,744,516 | $645,084,832 | XML |
| 990-PF | December 2022 | $40,601,369 | $738,911 | $46,935,816 | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 63-1182139).
Questions about HAPLOTACE FOUNDATION
- What is the EIN of HAPLOTACE FOUNDATION?
- The employer identification number (EIN) of HAPLOTACE FOUNDATION is 63-1182139.
- Is HAPLOTACE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HAPLOTACE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAPLOTACE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAPLOTACE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAPLOTACE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAPLOTACE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $559,291 (AMY ADAMS, SECRETARY).
- How much revenue does HAPLOTACE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,875,105, expenses of $126,658,443 and total assets of $692,655,934 at year end.
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