2024-09-03T16:17:24-05:00 2023-10-31 990PF 2022-11-01 721373145 ALFA FOUNDATION ALFA 3342883900 PO BOX 11189 MONTGOMERY AL 36111 JEFFREY NICKLES VP TAX 3342883900 2024-09-03 0 2022 2024-08-08 14:25:15Z X 26142137 X X 325509 325509 523972 523972 -44047 20684910 0 0 -58931 805434 790550 0 0 0 0 0 113000 0 0 0 2200 2200 0 0 115200 2200 0 0 1268550 1268550 1383750 2200 0 1268550 -578316 788350 0 41715 25499 25499 5326730 5405977 5405977 73 24383993 23852198 20680382 47553 30279 30279 29800064 29313953 26142137 0 92205 0 92205 X 29800064 29221748 29800064 29221748 29800064 29313953 29800064 -578316 0 29221748 0 29221748 ACTIVISION BLIZZARD ORD P 1993-10-22 2023-07-19 367439 303582 63857 63857 ADEIA ORD P 2003-11-13 2022-12-16 667780 402415 265365 265365 ALPHABET CL C ORD P 2014-03-27 2022-12-16 1641536 963227 678309 678309 ALPHABET CL A ORD P 2004-08-19 2023-10-10 980203 548945 431258 431258 NECESSITY RETAIL REIT CL A ORD P 2017-06-19 2023-07-03 59915 77062 -17147 -17147 APPLE ORD P 1980-12-12 2022-12-16 359037 358856 181 181 APPLE ORD P 1980-12-12 2023-02-21 120520 114542 5978 5978 BLKRK LQ:FEDFUND INSTL P 220672 220672 0 0 BLACKSTONE ORD P 2007-06-22 2022-11-17 511156 319645 191511 191511 BLACKSTONE ORD P 2007-06-22 2023-02-21 370631 378687 -8056 -8056 CBOE GLOBAL MARKETS ORD P 2010-05-27 2023-05-09 391303 354784 36519 36519 CHARGEPOINT HOLDINGS CL A ORD P 2019-09-16 2023-10-10 217613 -217613 -217613 CITIGROUP ORD P 1986-10-30 2022-12-16 35397 63299 -27902 -27902 COHERENT ORD P 1987-10-02 2023-06-21 1504297 1158447 345850 345850 CROWDSTRIKE HOLDINGS CL A ORD P 2019-06-12 2023-02-21 474154 311396 162758 162758 DIGITAL REALTY REIT ORD P 2004-10-29 2023-10-13 139885 128297 11588 11588 DRAFTKINGS CL A ORD P 2019-07-03 2022-12-16 178726 -178726 -178726 EASTERLY GOVERNMENT PROPERTIES ORD P 2015-02-06 2023-05-23 88028 138750 -50722 -50722 FEDEX ORD P 1978-12-28 2023-09-20 455550 408896 46654 46654 FEDEX ORD P 1978-12-28 2023-10-10 87844 77443 10401 10401 FIRST AMER:TRS OBG Z P 5639644 5639644 0 0 FISKER CL A ORD P 2018-10-01 2023-10-10 137327 -137327 -137327 GENERAL MOTORS ORD P 2010-08-20 2022-12-16 434990 423781 11209 11209 GOLDMAN SACHS GROUP ORD P 1999-05-04 2023-07-03 153184 117994 35190 35190 INVESCO S&P500 LOWVL P 2011-05-05 2023-10-10 972300 1065129 -92829 -92829 KKR AND CO ORD P 2010-07-15 2023-02-21 520815 474344 46471 46471 KALEYRA ORD P 2018-01-17 2023-10-05 970562 -970562 -970562 LIVERAMP HOLDINGS ORD P 1983-12-14 2022-12-16 4125 176598 -172473 -172473 LOWE'S COMPANIES ORD P 1979-12-19 2022-11-15 294201 176752 117449 117449 LOWE'S COMPANIES ORD P 1979-12-19 2022-11-30 308239 183804 124435 124435 MARVELL TECHNOLOGY ORD P 2000-06-27 2023-02-21 368642 340578 28064 28064 MERCADOLIBRE ORD P 2007-08-10 2023-08-25 98338 102724 -4386 -4386 MICROSOFT ORD P 1986-01-03 2023-02-21 143282 143841 -559 -559 MIDDLEBY ORD P 1968-01-16 2023-02-21 374900 358431 16469 16469 NVIDIA ORD P 1999-01-22 2022-11-21 400338 328857 71481 71481 OVERSTOCK COM ORD P 2002-05-30 2022-12-16 240834 -240834 -240834 PENN ENTERTAINMENT ORD P 1994-05-26 2023-08-25 125039 -125039 -125039 SAFEHOLD ORD P 2017-06-22 2022-12-13 11 7 4 4 SAFEHOLD ORD WI P 2023-03-29 2023-05-23 31 21 10 10 CHARLES SCHWAB ORD P 1987-09-22 2023-07-03 229532 235083 -5551 -5551 SHOPIFY CL A SUB VTG ORD P 2015-05-21 2022-12-16 63954 144665 -80711 -80711 STAR HOLDINGS ORD P 2023-03-24 2023-04-11 1 16 -15 -15 STAR HOLDINGS ORD P 2023-03-24 2023-07-03 20097 -20097 -20097 SYSCO ORD P 1981-01-20 2023-07-11 240726 240712 14 14 TRAPEZA CDO VII, LTD. P 2005-01-01 2023-08-29 4546 415478 -410932 -410932 TWILIO CL A ORD P 2016-06-23 2023-06-26 702993 431279 271714 271714 UBER TECHNOLOGIES ORD P 2019-05-10 2023-08-25 87550 63110 24440 24440 WESTROCK ORD P 2015-06-24 2022-12-16 130987 271203 -140216 -140216 XPERI ORD P 2022-09-20 2022-12-16 219384 -219384 -219384 MEDTRONIC ORD P 1977-11-21 2023-05-23 155612 175571 -19959 -19959 APTIV ORD P 2011-07-05 2023-01-17 646122 554058 92064 92064 ZENVIA CL A ORD P 2021-07-22 2023-05-22 43595 -43595 -43595 FLOWTHROUGH FROM PARTNERSHIP P 234500 234500 234500 ROCKLEY PHOTONICS HOLDINGS ORD - WORTHLESS P 2019-09-03 2023-03-28 359587 -359587 -359587 -220479 -4986 10958 0 10958 0 10958 35518 0 0 0 35518 0 24560 24560 0 0 0 0 0 0 0 0 0 1 1 0 1 1 AL 1 0 0 0 0 1 N/A JEFFREY NICKLES 3342883900 2108 EAST SOUTH BLVD MONTGOMERY AL 36116 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JAMES L PARNELL 2108 EAST SOUTH BLVD MONTGOMERY AL 36116 PRESIDENT 1.00 0 0 0 JOHN D HEMMINGS JR 2108 EAST SOUTH BLVD MONTGOMERY AL 36116 TREASURER 1.00 0 0 0 ANGELA L BRADWELL 2108 EAST SOUTH BLVD MONTGOMERY AL 36116 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 21358546 5684985 57444 27100975 0 0 27100975 406515 26694460 1334723 1334723 10958 45802 56760 1277963 0 1277963 0 1277963 1268550 0 1268550 1277963 0 0 3033 3033 1268550 0 0 0 1268550 0 3033 3033 0 0 0 0 0 6380 0 0 0 WENDY GOLSON 2108 EAST SOUTH BLVD MONTGOMERY AL 36116 3342883900 WGOLSON@ALFAFARMERS.ORG DURING THE FISCAL YEAR, THE ALFA FOUNDATION MAINTAINED A SCHOLARSHIP PROGRAM UNDER WHICH IT WILL ANNUALLY AWARD 100 SCHOLARSHIPS OF $1,000 EACH. TO APPLY, ONE MUST BE A MEMBER OF THE ALABAMA FARMER'S FEDERATION (AN AFFILIATE OF THE FOUNDATION'S SPONSORING ORGANIZATION, ALFA MUTUAL INSURANCE COMPANY) AND BE ENROLLED (OR ABOUT TO BE ENROLLED) AS A STUDENT IN AN ALABAMA POST-SECONDARY INSTITUTION. EMPLOYEES OF THE SPONSORING ORGANIZATION AND THEIR CHILDREN ARE ELIGIBLE, SUBJECT TO ALL IRS REGULATIONS. FORM 8940, REQUEST FOR MISCELLANEOUS DETERMINATION, WAS SUBMITTED TO THE IRS AND APPROVAL OF THE PROGRAM WAS OBTAINED IN JANUARY 2015. NO SPECIFIC REQUIREMENTS NON-PROFIT 501(C) ORGANIZATIONS, NOT PRIVATE FOUNDATIONS AGAPE OF CENTRAL ALABAMA PO BOX 230472 MONTGOMERY AL 36123 PUBLIC CHARITY 1000 AGR EDUCATIONAL FOUNDATION PO BOX 11000 MONTGOMERY AL 36191 PUBLIC CHARITY 25000 ALABAMA 4-H FOUNDATION INC 227 DUNCAN DR AUBURN UNIVERSITY AL 36849 PUBLIC CHARITY 50000 ALABAMA AUTISM ASSISTANCE PROGRAM 300 SHADOW WOOD PK STE 100 BIRMINGHAM AL 35244 PUBLIC CHARITY 25000 ALABAMA BASEBALL COACHES ASSOCIATION PO BOX 3881 MONTGOMERY AL 36109 PUBLIC CHARITY 1500 ALABAMA FARMERS AGRICULTURE FOUNDATION PO BOX 11000 MONTGOMERY AL 36191 PUBLIC CHARITY 152000 ALABAMA INDEPENDENT SCHOOL ASSOCIATION 1763 TALIAFERRO TRL MONTOGMERY AL 36117 PUBLIC CHARITY 1000 ALABAMA INSTITUTE FOR THE DEAF & BLIND PO BOX 698 TALLADEGA AL 35161 PUBLIC CHARITY 25000 ALABAMA KIDNEY FOUNDATION PO BOX 240294 MONTGOMERY AL 36124 PUBLIC CHARITY 1000 ALABAMA PALS 340 N HULL ST MONTGOMERY AL 36104 PUBLIC CHARITY 10000 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DR MONTGOMERY AL 36117 PUBLIC CHARITY 75000 ALABAMA SHERIFFS ASSOCIATION FOUNDATION 514 WASHINGTON AVE MONTGOMERY AL 36104 PUBLIC CHARITY 5000 ALABAMA SHERIFFS YOUTH RANCHES 2680 BELL ROAD MONTGOMERY AL 36117 PUBLIC CHARITY 2000 ALABAMA STOCK DOG ASSOCIATION 2054 EVERETT RD RAINSVILLE AL 35986 PUBLIC CHARITY 1500 ALZHEIMERS ASSOCIATION 2151 HIGHLAND AVE S STE 210 BIRMINGHAM AL 35205 PUBLIC CHARITY 1000 AMERICAN CANCER SOCIETY 3054 MCGEHEE RD MONTGOMERY AL 36111 PUBLIC CHARITY 7500 AMERICAN HEART ASSOCIATION 1449 MEDICAL PARK DR BIRMINGHAM AL 35213 PUBLIC CHARITY 10000 AMERICAN RED CROSS 5015 WOODS CROSSING MONTGOMERY AL 36117 PUBLIC CHARITY 10000 ANNA BELL'S ATTIC MINISTRIES PO BOX 251 BREWTON AL 36427 PUBLIC CHARITY 500 ATHENS MAIN STREET ALABAMA 107 N JEFFERSON ST ATHENS AL 35611 PUBLIC CHARITY 10000 AUBURN UNIVERSITY FOUNDATION 317 S COLLEGE ST AUBURN AL 36849 PUBLIC CHARITY 25000 BABY STEPS AT AUBURN UNIVERSITY PO BOX 713 AUBURN AL 36831 PUBLIC CHARITY 2500 BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY PO BOX 241647 MONTGOMERY AL 36124 PUBLIC CHARITY 1500 BIG OAK RANCH INC 250 JAKE MINTZ RD GADSDEN AL 35905 PUBLIC CHARITY 2500 BOY SCOUTS OF AMERICA-GREATER ALABMA COUNCIL PO BOX 43307 BIRMINGHAM AL 35243 PUBLIC CHARITY 5000 BOY SCOUTS OF AMERICA-TUKABATCHEE AREA COUNCIL 3067 CARTER HILL RD MONTGOMERY AL 36111 PUBLIC CHARITY 500 BUSINESS EDUCATION ALLIANCE PO BOX 38 MONTGOMERY AL 36101 PUBLIC CHARITY 37500 BUTTERFLY BRIDGE PO BOX 588 CLANTON AL 35046 PUBLIC CHARITY 7500 CAEC LINEMAN SCHOLARSHIP FUND 103 JESSE SAMUEL HUNT BLVD PRATTVILLE AL 36066 PUBLIC CHARITY 250 CAMP SMILE-A-MILE 1600 2ND AVE SOUTH BIRMINGHAM AL 35233 PUBLIC CHARITY 5000 CHILD PROTECT 933 S PERRY ST MONTGOMERY AL 36104 PUBLIC CHARITY 2500 CHILDREN'S CENTER OF MONTGOMERY INC PO BOX 3098 MONTGOMERY AL 36109 PUBLIC CHARITY 1000 CHILDREN'S HARBOR 434 CHILDRENS HARBOR DR ECLECTIC AL 36024 PUBLIC CHARITY 10000 CHILTON BAPTIST ASSOCIATION 1108 4TH AVE N CLANTON AL 35045 PUBLIC CHARITY 2500 CJ3 FOUNDATION 19309 WINMEADESTE CJ3 LEESBURG VA 20176 PUBLIC CHARITY 2500 DOTHAN HOUSTON COUNTY LIBRARY SYSTEM PO BOX 1369 DOTHAN AL 36302 PUBLIC CHARITY 25000 EASTER SEALS 2185 NORMANDIE RD MONTGOMERY AL 36116 PUBLIC CHARITY 5000 FAMILY GUIDANCE CENTER 2358 FAIRLANE DR MONTGOMERY AL 36116 PUBLIC CHARITY 1000 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 PUBLIC CHARITY 5000 FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 230685 MONTGOMERY AL 36123 PUBLIC CHARITY 1000 FIRST CHOICE WOMEN'S MEDICAL CENTER (SAV-A-LIFE) PO BOX 241664 MONTGOMERY AL 36124 PUBLIC CHARITY 1000 FRIENDS OF THE COURT INC 5184 CALDWELL MILL RD STE 204-171 BIRMINGHAM AL 35244 PUBLIC CHARITY 3000 HOPE INSPIRED MINISTRIES 145 COLISEUM BLVD MONTGOMERY AL 36109 PUBLIC CHARITY 3500 HOPE INSTITUTE PO BOX 530491 BIRMINGHAM AL 35253 PUBLIC CHARITY 25000 HUDSON-ALPHA 601 GENOME WAY HUNTSVILLE AL 35806 PUBLIC CHARITY 50000 HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 PUBLIC CHARITY 500 ISABEL ANDERSON COMER MUSEUM AND ARTS CENTER ICC PO BOX 245 SYLACAUGA AL 35150 PUBLIC CHARITY 1000 JACKSON HOSPITAL FOUNDATION 1725 PINE ST MONTGOMERY AL 36106 PUBLIC CHARITY 2500 JACKSONVILLE STATE UNIVERSITY FOUNDATION 700 PELHAM RD N JACKSONVILLE AL 36265 PUBLIC CHARITY 15000 JEEP SULLIVANS OUTDOOR ADVENTURES INC 1460 BOSWELL RD BONIFAY FL 32425 PUBLIC CHARITY 500 JEFFERSON STATE COMMUNITY COLLEGE PO BOX 94956 BIRMINGHAM AL 35220 PUBLIC CHARITY 50000 JEREMIAH CASTILLE FOUNDATION PO BOX 382514 BIRMINGHAM AL 35238 PUBLIC CHARITY 2500 JESSE OWENS RUNNERS CLUB INC 13200 COURT ST MOULTON AL 35650 PUBLIC CHARITY 1000 JIMMY RANE FOUNDATION PO BOX 40 ABBEVILLE AL 36310 PUBLIC CHARITY 5000 JONES VALLEY TEACHING FARM 701 25TH ST N BIRMINGHAM AL 35203 PUBLIC CHARITY 5000 JOY TO LIFE FOUNDATION 2350 FAIRLANE DR STE 130 MONTGOMERY AL 36116 PUBLIC CHARITY 2500 JUNIOR LEAGUE OF MONTGOMERY INC 3570 CARTER HILL RD MONTGOMERY AL 36111 PUBLIC CHARITY 1000 KALEIDOSCOPE 212 3RD AVE N STE 318 MINNEAPOLIS MN 55401 PUBLIC CHARITY 118500 KID'S TO LOVE FOUNDATION 140 CASTLE DR MADISON AL 35758 PUBLIC CHARITY 25000 LAUNCH PO BOX 903 CHATTANOOGA TN 37401 PUBLIC CHARITY 1000 LEADERSHIP ALABAMA PO BOX 131394 BIRMINGHAM AL 35213 PUBLIC CHARITY 3500 LIBERTY LEARNING FOUNDATION 3414 GOVERNORS DR STE 215 HUNTSVILLE AL 35805 PUBLIC CHARITY 35000 LIFE ON WHEELS PO BOX 240218 MONTGOMERY AL 36124 PUBLIC CHARITY 5000 LUTZIE 43 FOUNDATION 2840 LANDING WAY MARIETTA GA 30066 PUBLIC CHARITY 2500 MAIN STREET ALABAMA 880 MONTCLAIR RD STE 245 BIRMINGHAM AL 35213 PUBLIC CHARITY 7500 MAKE-A-WISH FOUNDATION OF ALABAMA INC 400 VESTAVIA PKWY STE 402 VESTAVIA HILLS AL 35216 PUBLIC CHARITY 2500 MARCH OF DIMES 2751 LEGENDS PKWY STE 315 PRATTVILLE AL 36066 PUBLIC CHARITY 5000 MARION MILITARY INSTITUTE 1101 WASHINGTON ST MARION AL 36756 PUBLIC CHARITY 1000 MERCY HOUSE INC 2412 COUNCIL ST MONTGOMERY AL 36108 PUBLIC CHARITY 20000 MONTGOMERY AREA COUNCIL ON AGING (MACOA) 115 EAST JEFFERSON ST MONTGOMERY AL 36104 PUBLIC CHARITY 2300 MONTGOMERY CANCER WELLNESS FOUDNATION 4145 CARMICHAEL RD MONTGOMERY AL 36106 PUBLIC CHARITY 2500 MONTGOMERY ZOOLOGICAL SOCIETY 2301 COLISEUM PKWY MONTGOMERY AL 36110 PUBLIC CHARITY 5000 MUSEUM OF THE BIBLE 400 4TH ST SW WASHINGTON DC 20024 PUBLIC CHARITY 10000 PARCA PO BOX 293931 BIRMINGHAM AL 35229 PUBLIC CHARITY 1000 RAINBOW OMEGA INC 100 HOPE DRIVE EASTABOGA AL 36260 PUBLIC CHARITY 2500 RIVER REGION IRON WORKS MINISTRY 100 HILLABEE CT MONTGOMERY AL 36117 PUBLIC CHARITY 5000 RIVER REGION UNITED WAY PO BOX 868 MONTGOMERY AL 36101 PUBLIC CHARITY 160000 ROOFTOP FRIENDS 1613 FREDERICK RD OPELIKA AL 36801 PUBLIC CHARITY 2500 SAMARITAN COUNSELING CENTER INC 2911 ZELDA RD MONTGOMERY AL 36106 PUBLIC CHARITY 2500 SAMFORD UNIVERSITY 800 LAKESHORE DR BIRMINGHAM AL 35209 PUBLIC CHARITY 27500 SCHMIDT FAMILY PARK FOUNDATION INC 1356 A REPOLL RD MOBILE AL 36695 PUBLIC CHARITY 2500 SOCIETY OF ST ANDREW 513 COLUMBIANA RD HOMEWOOD AL 35209 PUBLIC CHARITY 10000 SPIRITHORSE THERAPUTIC RIDING CENTER -MERCY SEAT 1962 SUNCREST DR PRATTVILLE AL 36067 PUBLIC CHARITY 2500 ST MICHAELS MEDICAL CLINIC 1005 W 18TH ST ANNISTON AL 36201 PUBLIC CHARITY 25000 STORYBOOK FARM INC 300 CUSSETA OPELIKA AL 36801 PUBLIC CHARITY 2500 TASTE OF THE SOUTH PO BOX 2826 WASHINGTON DC 20013 PUBLIC CHARITY 500 THE GOODE FOUNDATION 1428 EGRET LN BIRMINGHAM AL 35214 PUBLIC CHARITY 2000 THE GROVE MGM 332 WINTHROP CT MONTGOMERY AL 36104 PUBLIC CHARITY 1000 TROY UNIVERSITY FOUNDATION BIBB GRAVES HALL TROY AL 36082 PUBLIC CHARITY 25000 UNIVERSITY OF ALABAMA 206 CARMICHAEL BOX 870231 TUSCALOOSA AL 35487 PUBLIC CHARITY 10000 UNIVERSITY OF ALABAMA INSURANCE & RISK MANAGEMENT EDUCATION FOUNDATION 213 RICHARD ARRINGTON JR BLVD BIRMINGHAM AL 35233 PUBLIC CHARITY 5000 UNIVERSITY OF WEST ALABAMA FOUNDATION STATION 47 LIVINGSTON AL 35470 PUBLIC CHARITY 2500 WIREGRASS ELECTRIC COOPERATIVE CHARITABLE FOUNDATION INC 509 N ST HWY 167 HARTFORD AL 36344 PUBLIC CHARITY 1000 WOMEN IN TOUCH PO BOX 4192 MONTGOMERY AL 36103 PUBLIC CHARITY 2000 YMCA OF MONTGOMERY PO BOX 2336 MONTGOMERY AL 36102 PUBLIC CHARITY 4000 1268550 0 14 325509 14 523972 18 -454979 0 0 394502 0 394502 0 0 0 0 0 0 0 0 0 0 INVESTMENTS - CORPORATE STOCK 23852198 20680382 ACCRUED INVESTMENT INCOME 47553 30279 30279 BANK CHARGES 2100 2100 0 0 LICENSES & FEES 100 100 0 0 PARTNERSHIP INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS 0 16244 0 PARTNERSHIP DIVIDENDS AND INTEREST FROM SECURITIES 0 -46829 0 PARTNERSHIP OTHER NET INVESTMENT INCOME 0 -28346 0 DUE TO BROKERS 0 92205 INCOME TAX EXPENSES 113000 0 0 0