2024-08-21T08:14:35-05:00 2023-12-31 630352192 DENT MOSES LLP 2204 LAKESHORE DR 300 BIRMINGHAM AL 35209 990EZ 2023-01-01 831886950 HERITAGE FORUM HERI 2057901958 2400 FIFTH AVENUE SOUTH 100 BIRMINGHAM AL 35233 DUANE DONNER FOUNDER 2057901958 2024-08-19 1 0 MICHAEL BAKER CPA P00284435 2058711880 2024-08-16 X 2023 2024-08-08 14:25:15Z X N/A X X 172086 X 131030 1212 39844 39844 172086 130564 130564 41522 91391 0 132913 91391 132913 91391 132913 0 0 91391 132913 X THE HERITAGE FORUM'S MISSION IS TO INSPIRE AND EQUIP ATTENDEES WITH BEST PRACTICES FOR LIFE AND SUCCESSION PLANNING IN A HOLISTIC MANNER, WITH THE GOAL OF CREATING A GODLY HERITAGE VISION FOR LASTING-LEGACY. THE HERITAGE FORUM ENGAGES PARTICIPANTS IN AN INTERACTIVE AND COLLABORATIVE HERITAGE PROCESS, DESIGNED TO PROMPT THE EXPLORATION, DEVELOPMENT AND CREATION OF THEIR PERSONAL HERITAGE VISION. THIS VISUALIZATION OF A PREFERABLE FUTURE INCLUDES EVERY MAJOR ASPECT OF ONE'S PERSONAL AND PROFESSIONAL LIFE RELATED TO THEIR PURPOSE AND LEGACY. INTERACTIVE SESSIONS ARE FACILITATED BY A TEAM OF TALENTED AND EXPERIENCED PROFESSIONALS, EACH SPECIALIZING IN THEIR OWN RESPECTIVE AREAS OF EXPERTISE WITHIN THE REALM OF HERITAGE AND LEGACY PLANNING. THE UNIQUE, INTERACTIVE EXPERIENCE INCLUDES TEACHING SESSIONS, PANEL DISCUSSIONS, SMALL GROUP DISCUSSIONS, FIRESIDE CHATS, CASUAL SOCIALIZING, RECREATION, AND FANTASTIC MEALS.IT OPENS THE DOORS TO SELF-DISCOVERY AND PERSONAL GROWTH BY EXPLORING WHAT IT MEANS TO LIVE A PURPOSEFUL LIFE OF SIGNIFICANCE WHILE WORKING TOWARD BUILDING A LASTING LEGACY. 0 130564 130564 DUANNE DONNER PRESIDENT 1.00 0 0 0 PHIL NICAUD VICE PRESIDENT 1.00 0 0 0 RUSS CROSSON TREASURER 1.00 0 0 0 KATIE BURNS SECRETARY 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CASEY DENNIS 2400 5TH AVENUE S SUITE 100 BIRMINGHAM AL 35233 2057901958 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 105500 122600 131030 359130 105500 122600 131030 359130 359130 359130 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 1,212. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 6,180. DESCRIPTION: CONSULTANT. AMOUNT: 6,000. DESCRIPTION: EVENT MEALS. AMOUNT: 61,881. DESCRIPTION: EVENT SUPPLIES. AMOUNT: 2,252. DESCRIPTION: BANK CHARGES/FEES. AMOUNT: 10. DESCRIPTION: EXECUTIVE DIRECTOR. AMOUNT: 36,000. DESCRIPTION: EVENT TRAVEL. AMOUNT: 980. DESCRIPTION: SHIPPING & POSTAGE. AMOUNT: 444. DESCRIPTION: ACCOUNTING & LEGAL. AMOUNT: 1,813. DESCRIPTION: EVENT CONSULTANT. AMOUNT: 10,638. DESCRIPTION: SOFTWARE & SUBSCRIPTIONS. AMOUNT: 4,366. TOTAL TO FORM 990-EZ, LINE 16: 130,564. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.