Nonprofit · EIN 63-6194402
ALABAMA FAMILY CHARITABLE TR
Tax-exempt · VESTAVIA HLS, AL 35216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $756,891 | $352,602 | $404,289 | $7,711,611 | $0 | $7,711,611 |
| September 30, 2024 | 990 | $1,226,889 | $255,767 | $971,122 | $6,841,813 | $0 | $6,841,813 |
| September 30, 2023 | 990 | $570,874 | $206,063 | $364,811 | $5,421,801 | $0 | $5,421,801 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $526,628
- Program service revenue
- $0
- Investment income
- $230,263
- Net gain from sales of assets
- -$5,634
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $156,923
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $352,602
Balance sheet and other
- Total assets, start of year
- $6,841,813
- Total assets, end of year
- $7,711,611
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,711,611
- Publicly traded securities
- $7,586,821
- Net assets without donor restrictions
- $7,711,611
- Gross receipts
- $1,377,697
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- AL
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER GRIFFIN TRUSTEE | President Trustee or director, Officer | 2 | $0 |
| WALLACE DAVIS TRUSTEE | Vice President Trustee or director, Officer | 1 | $0 |
| JAMES WALSH TRUSTEE | Treasurer Trustee or director, Officer | 1 | $0 |
| LATANYA RHINES TRUSTEE | Secretary Trustee or director, Officer | 1 | $0 |
| JUDY SHEPURA | Trustee Trustee or director | 0.5 | $0 |
| DAVID SALTER | Trustee Trustee or director | 0.5 | $0 |
| VANCE HOLDER | Trustee Trustee or director | 0.5 | $0 |
| LYNN CAMPISI | Trustee Trustee or director | 0.5 | $0 |
| KIM DAVIS | Trustee Trustee or director | 0.5 | $0 |
| JOHN PALUZZI | Trustee Trustee or director | 0.5 | $0 |
| THERA HERRING | Trustee Trustee or director | 0.5 | $0 |
| ADRINE BROWN | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER GRIFFIN TRUSTEE | President Trustee or director, Officer | 2 | $0 |
| WALLACE DAVIS TRUSTEE | Vice President Trustee or director, Officer | 1 | $0 |
| JAMES WALSH TRUSTEE | Treasurer Trustee or director, Officer | 1 | $0 |
| LATANYA RHINES TRUSTEE | Secretary Trustee or director, Officer | 1 | $0 |
| JUDY SHEPURA | Trustee Trustee or director | 0.5 | $0 |
| DAVID SALTER | Trustee Trustee or director | 0.5 | $0 |
| VANCE HOLDER | Trustee Trustee or director | 0.5 | $0 |
| LYNN CAMPISI | Trustee Trustee or director | 0.5 | $0 |
| KIM DAVIS | Trustee Trustee or director | 0.5 | $0 |
| JOHN PALUZZI | Trustee Trustee or director | 0.5 | $0 |
| CLAYTON DAVIS | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAYTON DAVIS TRUSTEE | President Trustee or director, Officer | 2 | $0 |
| JENNIFER GRIFFIN TRUSTEE | Vice President Trustee or director, Officer | 1 | $0 |
| WALLACE DAVIS TRUSTEE | Secretary Trustee or director, Officer | 1 | $0 |
| JAMES WALSH TRUSTEE | Treasurer Trustee or director, Officer | 1 | $0 |
| JUDY SHEPURA | Trustee Trustee or director | 0.5 | $0 |
| DAVID SALTER | Trustee Trustee or director | 0.5 | $0 |
| VANCE HOLDER | Trustee Trustee or director | 0.5 | $0 |
| LYNN CAMPISI | Trustee Trustee or director | 0.5 | $0 |
| KIM DAVIS | Trustee Trustee or director | 0.5 | $0 |
| LATANYA RHINES | Trustee Trustee or director | 0.5 | $0 |
| JOHN PALUZZI | Trustee Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 100 CENTERVIEW DR STE 200, VESTAVIA HLS, AL 35216-3748
- In care of
- % ALABAMA FAMILY TRUST CORP
- Signed the 990
- LESLEY BYARS, Executive Director
- Phone
- (205) 883-8333
- Website
- www.alabamafamilytrust.com
- Return prepared by
- Alabama Family Trust Corporation
Mission
ASSETS ARE USED TO PROVIDE BENEFITS TO INDIVIDUALS WITH QUALIFYING IMPAIRMENTS
Program accomplishments
- PROVIDE BENEFITS TO INDIVIDUALS WITH QUALIFYING IMPAIRMENTS.Expenses $352,602 · grants $156,923 · revenue $756,891
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 63-6194402
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $7,711,611
- Income (IRS master file)
- $1,377,697
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $756,891 | $352,602 | $7,711,611 | XML |
| 990 | September 2024 | $1,226,889 | $255,767 | $6,841,813 | XML |
| 990 | September 2023 | $570,874 | $206,063 | $5,421,801 | XML |
| 990 | September 2022 | $520,447 | $191,901 | $4,634,380 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 63-6194402).
Questions about ALABAMA FAMILY CHARITABLE TR
- What is the EIN of ALABAMA FAMILY CHARITABLE TR?
- The employer identification number (EIN) of ALABAMA FAMILY CHARITABLE TR is 63-6194402.
- Is ALABAMA FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ALABAMA FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALABAMA FAMILY CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALABAMA FAMILY CHARITABLE TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of ALABAMA FAMILY CHARITABLE TR?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ALABAMA FAMILY CHARITABLE TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $756,891, expenses of $352,602 and total assets of $7,711,611 at year end.
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All nonprofits in VESTAVIA HLS · Alabama · Philanthropy, voluntarism and grantmaking foundations