2024-08-12T10:26:44-07:00 2023-09-30 631144514 Alabama Family Trust Corporation 2057 Valleydale Rd Birmingham AL 35244 990 2022-10-01 631144514 ALABAMA FAMILY TRUST CORP DBA ALABAMA FAMILY TRUST ALAB 2058838333 2057 VALLEYDALE RD 111 BIRMINGHAM AL 35244 LESLEY BYARS Executive Director 2024-08-12 true true Lesley Byars P01605994 2058838333 2022 2024-08-08 14:25:15Z 2057 VALLEYDALE RD 111 BIRMINGHAM AL 35244 1396603 false X www.alabamafamilytrust.com X 1995 AL SEE SCHEDULE O FOR MISSION STATEMENT. 11 11 6 0 0 1317334 1363537 23467 30511 0 1340801 1394048 0 0 627079 464651 0 0 395927 455702 1023006 920353 317795 473695 2321653 3390102 94165 664849 2227488 2725253 X SEE SCHEDULE O FOR MISSION STATEMENT. false false 920353 1394048 ADMINISTRATION OF 700 TO 800 SPECIAL NEEDS TRUSTS 920353 true false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 5 0 false 6 true false false false false false false false 0 false false false false false false false X 11 11 true false false false false false false true true false false true true true true true true true true false AL X LESLEY BYARS 2058838333 2057 VALLEYDALE RD STE 111 BIRMINGHAM AL 35244 LESLEY BYARS CFO 40.00 2.00 X 141942 0 0 MELANIE BRADFORD HOLLIMAN Executive Dir. 22.00 1.00 X 20536 0 0 SHANNON BRUBAKER CHIEF ADMIN OFF 40.00 2.50 X 14458 0 0 CLAYTON DAVIS President 3.00 2.00 X X 0 0 0 JENNIFER GRIFFIN Vice President 3.00 1.00 X X 0 0 0 JAMES WALSH Treasurer 2.00 1.00 X X 0 0 0 WALLACE DAVIS Secretary 2.00 1.00 X X 0 0 0 LYNN CAMPISI Trustee 1.50 0.50 X 0 0 0 DAVID SALTER Trustee 1.50 0.50 X 0 0 0 VANCE HOLDER Trustee 1.50 0.50 X 0 0 0 JUDY SHEPURA Trustee 1.50 0.50 X 0 0 0 KIM DAVIS Trustee 1.50 0.50 X 0 0 0 JOHN PALUZZI Trustee 1.50 0.50 X 0 0 0 LATANYA RHINES Trustee 1.50 0.50 X 0 0 0 176936 1 false false false 0 0 FEES - ADMIN & TAX PREP 525920 1363537 1363537 1363537 31991 31991 0 0 0 1075 2555 -1480 -1480 -1480 0 0 0 0 1394048 1394048 0 0 0 0 176936 176936 0 238853 238853 10991 10991 7652 7652 30219 30219 0 14815 14815 3540 3540 0 0 233722 233722 488 488 27857 27857 33570 33570 31421 31421 0 28916 28916 14556 14556 0 20166 20166 0 0 6937 6937 26530 26530 Printing and Publications 4715 4715 MISCELLANEOUS 2753 2753 MOVING EXPENSE 2623 2623 Postage and Shipping 2286 2286 807 807 920353 920353 0 0 0 1568709 2601835 0 0 0 0 0 0 2585 835 56083 39387 15426 16696 731839 768841 0 0 0 3094 1895 2321653 3390102 47457 27833 46708 637016 94165 664849 X 2227488 2725253 2227488 2725253 2321653 3390102 473695 24846 -776 X false false false X 1320032 1359936 1374520 1317334 1363537 6735359 0 0 1320032 1359936 1374520 1317334 1363537 6735359 0 6735359 18459 20652 22516 23467 30511 115605 0 0 6850964 0.98310 0.98660 X true 46708 12395809 11805501 637016 true X 56083 39387 16696 16696 Part IV, Line 2b: Explanation of escrow account liability ALABAMA FAMILY TRUST CORP. RECEIVES FUNDS IN THE FORM OF PERSONAL, BUSINESS AND CASHIER CHECKS FROM SETTLORS OR CONTRIBUTORS AND HOLDS THE AMOUNTS IN ESCROW UNTIL THE FUNDS ARE AVAILABLE FOR TRANSFER TO THE BENEFICIARY'S TRUST ACCOUNT. THE CORPORATION TYPICALLY HOLDS FUNDS IN ESCROW FOR NO MORE THAN THREE TO FIVE BUSINESS DAYS. Form 990, Part VI, Section A, Line 2 The vice president and another trustee of the organization maintain a business relationship as partners of the same law practice. Form 990, Part VI, Section B, Line 11b ALL MEMBERS OF THE BOARD WERE PROVIDED A COPY BEFORE THE RETURN WAS SIGNED AND APPROVED BY AN OFFICER Form 990, Part VI, Section B, Line 12c THERE IS A WRITTEN POLICY THAT IS UPDATED, REVIEWED, AND SIGNED ANNUALLY BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, Line 15a THE FINANCE COMMITTEE COMPRISED OF APPROPRIATE MEMBERS OF THE BOARD OF DIRECTORS, CONDUCTS AN ANNUAL REVIEW TO DETERMINE COMPENSATION OF OFFICERS. THIS REVIEW BY INDEPENDENT PERSONS MEETS THE CRITERIA AND STANDARDS AS SET FORTH IN THE POLICIES SECTION OF THE FORM 990. THE REVIEW INCLUDES USE OF COMPARATIVE DATA AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING OF THE DELIBERATIONS AND DECISIONS REGARDING ALL COMPENSATION ARRANGEMENTS. Form 990, Part VI, Section B, Line 15b SEE ANSWER TO 15A. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST, AND ANNUAL ACCOUNTING OF FUNDS ARE FILED WITH THE GOVERNOR OF ALABAMA, LIEUTENANT GOVERNOR OF ALABAMA, AND SPEAKER OF THE ALABAMA HOUSE OF REPRESENTATIVES. DISCLOSURE: THESE DOCUMENTS AND RECORDS ARE MADE AVAILABLE TO ANYONE UPON WRITTEN REQUEST OR AS A GUEST OF OUR BOARD MEETINGS. MISSION STATEMENT - PAGE 1, PART I & PAGE 2, PART III, QTN 1 THE ALABAMA LEGISLATURE DECLARED THE PURPOSE OF THE ALABAMA FAMILY TRUST CORPORATION IS TO ENCOURAGE, ENHANCE, AND FOSTER THE PROVISION OF MEDICAL, SOCIAL, OR OTHER SUPPLEMENTAL SERVICES FOR PERSONS WITH A MENTAL OR PHYSICAL IMPAIRMENT. PURSUANT TO 42 U.S.C. 1396P(D)(4)(C) AND ALA. CODE 38-9B, FEDERAL AND STATE LAW ALLOWS THE ALABAMA FAMILY TRUST TO BE A POOLED TRUST AND SPECIFIES HOW THE ALABAMA FAMILY TRUST PROTECTS FUNDS. THE ALABAMA FAMILY TRUST CORPORATION HAS TAKEN ALL STEPS NECESSARY TO SATISFY ALL FEDERAL AND STATE LAWS TO ENSURE THAT THE ALABAMA FAMILY TRUST AND THE ALABAMA CHARITABLE TRUST ARE QUALIFIED TO SUPPLEMENT THE PROVISION OF GOVERNMENT ENTITLEMENT FUNDING AND, WHERE NECESSARY, ARE QUALIFIED AS TAX EXEMPT ENTITIES UNDER THE UNITED STATES INTERNAL REVENUE CODE. ALABAMA FAMILY CHARITABLE TRUST 2057 VALLEYDALE RD 111 BIRMINGHAM AL 35244 636194402 PROVIDES ASSETS FOR DISABLED INDIVIDUALS AL 501(C)(3) 7 NA true false false false false false false false false false false false true false false false false false false false ALABAMA FAMILY CHARITABLE TRUST l 102960 VOTE OF BOD