2024-05-14T16:27:20-05:00 2023-12-31 571157523 APRIO LLP 3049 MASSEY ROAD VESTAVIA HILLS AL 35216 990PF 2023-01-01 582052917 THE CLAUDE BENNETT FAMILY FOUNDATION CLAU 2059454687 PO BOX 130804 BIRMINGHAM AL 352130804 KATHERINE BENNETT O' LEARY TRUSTEE 2059454687 2024-05-14 1 KATHERINE BENNETT O LEARY 999009999 0 KYLE MELVIN P01256616 4048929651 2024-05-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1386009 X X 5220 5220 16374 16374 33038 33038 33038 54632 54632 24000 0 24000 4000 1400 2600 9781 4890 4891 10961 10961 0 507 507 0 765 0 765 50014 17758 32256 37300 37300 87314 17758 69556 -32682 36874 144747 38658 38658 0 100984 100984 993414 1088459 1109565 59339 61717 61842 200000 75000 74960 8162 8162 1397500 1364818 1386009 0 0 X 1397500 1364818 0 0 0 0 1397500 1364818 1397500 1364818 1397500 -32682 0 1364818 0 1364818 CAPITAL GAINS DIVIDENDS P 33038 33038 33038 33038 513 0 513 0 513 1680 0 0 0 1680 0 1167 1167 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A STEVE HENDRICKS 2058711210 3049 MASSEY ROAD BIRMINGHAM AL 35216 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH H HUTCHINS 2311 HIGHLAND AVENUE SOUTH BIRMINGHAM AL 35205 TRUSTEE 4.00 0 0 0 CLARK BENNETT 5124 BULRUSH COURT FORT COLLINS CO 80525 TRUSTEE 6.00 8000 0 0 J MILLER PIGGOTT 4 RIDGE DRIVE BIRMINGHAM AL 35213 TRUSTEE 6.00 8000 0 0 KATHERINE BENNETT O' LEARY 644 CAMDEN RIDGE BIRMINGHAM AL 35226 TRUSTEE 6.00 8000 0 0 NONE 0 NONE 0 0 1229660 94302 0 1323962 0 0 1323962 19859 1304103 65205 65205 513 513 64692 0 64692 0 64692 69556 0 69556 64692 68045 0 0 69556 68045 0 0 1511 0 0 0 0 0 0 0 0 63181 0 0 0 ELIZABETH H HUTCHINS 2311 HIGHLAND AVENUE SOUTH BIRMINGHAM AL 35205 2059305381 THE CLAUDE BENNETT FAMILY FOUNDATION BIRMINGHAM, ALABAMA #58-2052917 STATEMENT CONCERNING DONATIONS AND GRANTS (A)APPLICATIONS SHOULD BE ADDRESSED TO THE FOUNDATION, 2311 HIGHLAND AVENUE SOUTH, BIRMINGHAM, ALABAMA 35205, ATTENTION: ELIZABETH H. HUTCHINS. (B)APPLICATIONS SHOULD BE SUBMITTED IN WRITING, IDENTIFY THE APPLICANT, AFFIRM THAT THE APPLICANT IS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE, SHOULD GIVE THE ORGANIZATION'S TAX EXEMPT NUMBER, STATE THE PURPOSE FOR WHICH THE GIFT WILL BE USED, THE PRIOR EXPERIENCE OF THE APPLICANT IN CARRYING OUT SUCH PURPOSE, THE APPLICANT'S PLAN FOR, AND PERSONNEL TO BE USED IN, CARRYING OUT SUCH PURPOSE AND SHOULD ATTACH A FINANCIAL STATEMENT OF THE APPLICANT FOR THE CURRENT AND THE PRECEDING TWO YEARS. NONE. APPLICATIONS ARE RECEIVED FROM TIME TO TIME AND CONSIDERED WHEN FUNDS ARE AVAILABLE. DONATIONS AND GRANTS ARE RESTRICTED TO RELIGIOUS OR CHARITABLE OR EDUCATIONAL PURPOSES AND TO DONEES WITHIN THE RESTRICTION OF IRC SECTION 501(C)(3). ALABAMA SYMPHONY ORCHESTRA 3621 6TH AVE SOUTH BIRMINGHAM AL 35222 NONE PUBLIC CHARITY CHARITY 5000 ALZHEIMER'S OF CENTRAL ALABAMA PO BOX 2273 BIRMINGHAM AL 35201 NONE PUBLIC CHARITY CHARITY 7000 BIRMINGHAM AIDS OUTREACH 205 32ND ST SOUTH 101 BIRMINGHAM AL 35233 NONE PUBLIC CHARITY CHARITY 500 CATECHESIS OF THE GOOD SHEPHERD 7655-A EAST MAIN STREET SCOTTSDALE AZ 85251 NONE PUBLIC CHARITY CHARITY 300 CHILDHAVEN 316 BROADWAY SEATTLE WA 981225325 NONE PUBLIC CHARITY CHARITY 1000 CHILDREN'S AID SOCIETY 2141 14TH AVE S BIRMINGHAM AL 35205 NONE PUBLIC CHARITY CHARITY 200 DENVER ZOOLOGICAL FOUNDATION 2300 STEELE STREET DENVER CO 80205 NONE PUBLIC CHARITY CHARITY 1200 FOUNDERS PLACE 3736 MONTROSE ROAD BIRMINGHAM AL 35213 NONE PUBLIC CHARITY CHARITY 1000 FRONTIER FELLOWSHIP 7132 PORTLAND AVE STE 136 RICHFIELD MN 554233264 NONE PUBLIC CHARITY CHARITY 1500 GENESIS PROJECT 400 SOUTH LINK LANE FORT COLLINS CO 80524 NONE PUBLIC CHARITY CHARITY 1000 HEARTS AND HORSES 730 8TH AVE W STE 102 BIRMINGHAM AL 35204 NONE PUBLIC CHARITY CHARITY 5000 MCCOY CENTER 730 8TH AVE W STE 102 BIRMINGHAM AL 35204 NONE PUBLIC CHARITY CHARITY 500 NORTHERN COLORADO WILDLIFE CENTER 2637 MIDPOINT DR SUITE E FORT COLLINS CO 80525 NONE PUBLIC CHARITY CHARITY 400 SAMFORD ADAD OF THE ARTS 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 NONE PUBLIC CHARITY CHARITY 400 SERVE 68 1239 E DRAKE ROAD FORT COLLINS CO 80525 NONE PUBLIC CHARITY CHARITY 800 SIMMONS MIDDLE SCHOOL 1575 PATTON CHAPEL RD HOOVER AL 35226 NONE PUBLIC CHARITY CHARITY 600 SOUTH HIGHLAND PRESBYTERIAN CHURCH 2035 HIGHLAND AVE SOUTH BIRMINGHAM AL 35205 NONE PUBLIC CHARITY CHARITY 7000 TRINITY COMMONS 1170 11TH AVENUE SOUTH BIRMINGHAM AL 35205 NONE PUBLIC CHARITY CHARITY 500 UCHEALTH NORTHERN COLORADO FOUNDATION 2315 E HARMONY RD STE 200 FORT COLLINS CO 80528 NONE PUBLIC CHARITY CHARITY 1000 UNIVERSITY OF ALABAMA SCHOOL OF SOCIAL WORK BOX 870314 TUSCALOOSA AL 354870314 NONE PUBLIC CHARITY CHARITY 1000 WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENESBURG CO 80643 NONE PUBLIC CHARITY CHARITY 1000 LAOS LITERACY PROJECT 2 MADRE MOUNTAIN SANTE FE NM 87508 NONE PUBLIC CHARITY CHARITY 400 37300 0 14 5220 14 16374 14 33038 0 54632 0 54632 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9781 4890 4891 BLACKROCK HI YIELD BD PTF 12891 12149 ALLSPRING HIGH YLD BD I 11682 10635 TORTOISE MLP & PIPELINE INST 37144 39058 AMERICAN EUROPACIFIC GRW 65339 60865 AMERICAN FUNDAMENTAL INV F2 77727 88282 BARON GROWTH INSTITUTIONAL 74390 79766 CLEARBRIDGE LARGE CAP VAL 80626 100645 DAVIS NEW YORK VENTURE 96076 92353 DELAWARE INTERNATIONAL VALE EQUITY 59153 57581 HARDING LOEVNER INTNATIONAL EQUITY 56054 58638 JANUS HENDERSON FORTY 120127 122969 JPMORGAN EMERGING MKTS 41076 34654 LAZARD DEVELOPING MKTS EQ INST 41243 37066 NERBERGER BERMAN GENESIS INST 63076 61214 ROYCE PREMIER INV 71986 69540 T. ROWE PRICE BLUE CHIP GR 110955 110669 OAKMARK FUND INSTITUTIONAL 41325 47855 COHEN & STEERS REALTY SHS INC 38295 35534 PIMCO TOTAL RETURN I2 51011 51934 100984 100984 0 0 CUSTOMERS BANK CERTIFICATE OF DEPOSIT AT COST 75000 74960 LEGAL FEES 4000 1400 2600 P.O. BOX FEE 765 0 765 MUTUAL FUND ADVISORY FEES 10961 10961 0 TAXES 507 507 0