2024-06-26T16:12:08-05:00 2023-12-31 630968374 CROW SHIELDS BAILEY PC 3742 PROFESSIONAL PARKWAY MOBILE AL 36609 990PF 2023-01-01 630919414 TAV FOUNDATION TAVF 2514221072 202 CAMDEN WAY FAIRHOPE AL 365323968 KENNETH HANAK TREASURER & DIRECTOR 2514221072 2024-06-19 1 KENNETH HANAK XXX-XX-XXXX 1 KRISTI DAUGHTERY P00819263 2513431012 2024-06-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1373915 X X 43040 43040 -53746 1041485 0 3 3 -10703 43043 10000 0 10000 1778 0 1778 7763 8763 -1000 19541 8763 10778 58000 58000 77541 8763 68778 -88244 34280 24602 151417 151493 375916 0 0 800103 663704 774607 141387 436471 447815 1342008 1251592 1373915 0 0 X 0 0 0 0 1342008 1251592 1342008 1251592 1342008 1251592 1342008 -88244 0 1253764 2172 1251592 MERRILL LYNCH X2423 P 2023-12-31 71841 74359 -2518 -2518 MERRILL LYNCH X2423 P 2023-12-31 280761 262836 17925 17925 MERRILL LYNCH X2069 P 2023-12-31 131081 133227 -2146 -2146 MERRILL LYNCH X2069 P 2023-12-31 477789 530830 -53041 -53041 MERRILL LYNCH X2069 P 2023-12-31 75455 89153 -13698 -13698 MERRILL LYNCH X2423 P 2023-12-31 659 935 -276 -276 MERRILL LYNCH X2423 P 2023-12-31 1124 1141 -17 -17 MERRILL LYNCH X2069 P 2023-12-31 2743 2750 -7 -7 LITIGATION PROCEEDS P 2023-12-31 32 32 32 -53746 476 0 476 0 476 571 0 0 0 571 0 95 95 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 0 N/A J KENNETH HANAK CPA 2514221072 202 CAMDEN WAY FAIRHOPE AL 36532 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY KNIGHT 24 LAREDO DRIVE SARALAND AL 36571 VICE PRESIDENT & DIRECTOR 0.00 0 0 0 J KENNETH HANAK 202 CAMDEN WAY FAIRHOPE AL 36532 TREASURER & DIRECTOR 0.00 0 0 0 HARRIET OUTLAW 8872 COUNTY ROAD 34 FAIRHOPE AL 36532 SECRETARY & DIRECTOR 8.00 10000 0 0 BRENDA HASKEW 10141 SCENIC LANE FAIRHOPE AL 36532 PRESIDENT & DIRECTOR 0.00 0 0 0 AGNES SMITH PO BOX 395 MONTROSE AL 36559 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 FOUNDATION MADE LUMP SUM EDUCATIONAL SCHOLARSHIPS FOR 29 INDIVIDUALS ATTENDING VARIOUS ACCREDITED INSTITUTIONS OF HIGHER EDUCATION. THESE FUNDS WERE DISBURSED DIRECTLY TO THE INSTITUTIONS OF HIGHER EDUCATION. 58000 0 1277066 88047 0 1365113 0 0 1365113 20477 1344636 67232 67232 476 476 66756 0 66756 0 66756 68778 0 68778 66756 0 0 5274 1374 7408 14056 68778 0 0 0 66756 2022 0 0 16078 0 0 0 0 0 0 0 16078 5274 1374 7408 2022 HARRIET OUTLAW 8872 COUNTY ROAD 34 FAIRHOPE AL 36532 2519908872 SEE STATEMENT 9 FOR DETAILS REGARDING SCHOLARSHIP APPLICATION. MARCH 15 OF THE YEAR IN WHICH THE AWARDS WILL BE ANNOUNCED. GEOGRAPHIC AREA-RECIPIENTS MUST HAVE ATTENDED A PUBLIC OR PRIVATE HIGH SCHOOL LOCATED IN BALDWIN COUNTY, ALABAMA. ABIGAIL BURGESS UNIVERSITY OF PITTSBURGH 4200 FIFTH AVE PITTSBURGH PA 15260 NONE COLLEGE TUITION SCHOLARSHIP 2000 ANDREW DONALD COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE COLLEGE TUITION SCHOLARSHIP 2000 ANYA HEISS UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 ARIANNA JONES UNIVERSITY OF ALABAMA 105 STUDENT SERVICES BUILDING 870120 TUSCALOOSA AL 35487 NONE COLLEGE TUITION SCHOLARSHIP 2000 AVA ANDERSON COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE COLLEGE TUITION SCHOLARSHIP 2000 BAYLEE LUECK-WEST UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVE SOUTH BIRMINGHAM AL 35294 NONE COLLEGE TUITION SCHOLARSHIP 2000 BLAKELEY NORRIS UNIVERSITY OF MOBILE 5735 COLLEGE PARKWAY MOBILE AL 36613 NONE COLLEGE TUITION SCHOLARSHIP 2000 BRAILYN GILLIS COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE COLLEGE TUITION SCHOLARSHIP 2000 BRANDON WILSON UNIVERSITY OF ALABAMA BIRMINGHAM 1720 2ND AVE S BIRMINGHAM AL 35294 NONE COLLEGE TUITION SCHOLARSHIP 2000 BRIAN BRUNICK AUBURN UNIVERSITY 108 MARY MARTIN HALL AUBURN AL 36849 NONE COLLEGE TUITION SCHOLARSHIP 2000 CALI HESS UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 CASSIDY GRANGER SPRING HILL COLLEGE 4000 DAUPHIN STREET MOBILE AL 36608 NONE COLLEGE TUITION SCHOLARSHIP 2000 ELIZABETH SKEEN UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 EMILY KALIFA AUBURN UNIVERSITY 108 MARY MARTIN HALL AUBURN AL 36849 NONE COLLEGE TUITION SCHOLARSHIP 2000 EMILY OESTRIECHER COASTAL ALABAMA COMMUNITY COLLEGE 1900 HIGHWAY 31 SOUTH BAY MINETTE AL 36507 NONE COLLEGE TUITION SCHOLARSHIP 2000 HALEY BOMSTEAD AUBURN UNIVERSITY 108 MARY MARTIN HALL AUBURN AL 36849 NONE COLLEGE TUITION SCHOLARSHIP 2000 JAMIAH MOORER AUBURN UNIVERSITY AT MONTGOMERY PO BOX 244023 MONTGOMERY AL 36124 NONE COLLEGE TUITION SCHOLARSHIP 2000 KAMRY JONES UNIVERSITY OF ALABAMA 105 STUDENT SERVICES BUILDING 870120 TUSCALOOSA AL 35487 NONE COLLEGE TUITION SCHOLARSHIP 2000 KEELY LEGERSKI PIMA MEDICAL INSTITUTE - COLORADO SPRINGS 5725 MARK DABLING BLVD COLORADO SPRINGS CO 80919 NONE COLLEGE TUITION SCHOLARSHIP 2000 KYLA CARPENTER UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 KYLA SHAW UNIVERSITY OF ALABAMA AT BIRMINGHAM HUC 327 1530 3RD AVE SOUTH BIRMINGHAM AL 35294 NONE COLLEGE TUITION SCHOLARSHIP 2000 LUKE SOTELO AUBURN UNIVERSITY 108 MARY MARTIN DRIVE AUBURN AL 36849 NONE COLLEGE TUITION SCHOLARSHIP 2000 MORGAN BLOSSER UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 NERITZA AGREDANO UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 RILEY NEWMAN MIDDLE TENNESSEE STATE UNIVERSITY 1301 E MAIN STREET MURFREESBORO TN 37132 NONE COLLEGE TUITION SCHOLARSHIP 2000 SADIE GREEN UNIVERSITY OF ALABAMA 105 STUDENT SERVICES BUILDING 870120 TUSCALOOSA AL 35487 NONE COLLEGE TUITION SCHOLARSHIP 2000 SHELBY HOVEN UNIVERSITY OF SOUTH ALABAMA 390 ALUMNI CIRCLE MOBILE AL 36688 NONE COLLEGE TUITION SCHOLARSHIP 2000 TUCKER WILSON MIDDLE TENNESSEE STATE UNIVERSITY 1301 E MAIN STREET MURFREESBORO TN 37132 NONE COLLEGE TUITION SCHOLARSHIP 2000 TYLER BJORGUM HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 NONE COLLEGE TUITION SCHOLARSHIP 2000 58000 0 14 43040 14 3 14 -53746 0 -10703 0 -10703 0 0 0 0 0 0 0 0 0 0 LEGAL & ACCOUNTING 1778 0 1778 SCHOLARSHIP APPLICATION FORM 990-PF, PART XIV, LINE 2B TAVTOWARD ACADEMIC VICTORYTAV, A NON-PROFIT FOUNDATION, WAS ENDOWED IN 1985 BY FORMER TEACHER MS. THELMA VOLKERT, AND CONTINUES TO ASSIST STUDENTS "TOWARD ACADEMIC VICTORY" BY FURTHERING THEIR EDUCATIONS. THE SCHOLARSHIPS ARE AWARDED TO STUDENTS GRADUATING FROM HIGH SCHOOLS IN BALDWIN COUNTY, ALABAMA.THE SCHOLARSHIP AMOUNT IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AND IS PAYABLE TO ANY ACCREDITED INSTITUTION OF HIGHER LEARNING IN THE UNITED STATES.THE SCHOLARSHIP IS CURRENTLY $2,000 PER YEAR AND IS RENEWABLE UP TO THREE ADDITIONAL YEARS FOR A TOTAL SCHOLARSHIP OF $8,000.TAV BOARD OF DIRECTORS2022-2023J. LARRY NEWTON, PRESIDENTTERRY KNIGHT, VICE PRESIDENTKENNETH HANAK, CPA, TREASURERHARRIET OUTLAW, SECRETARYFOR MORE INFORMATION, CONTACT HARRIET OUTLAW, SECRETARY251 370-3132 TAVSCHOLARSHIP@GMAIL.COMTAV SCHOLARSHIP FOUNDATIONTAVSCHOLARSHIP@GMAIL.COMHARRIET OUTLAW, SECRETARY CELL: 251 370-31328872 CO RD 34, FAIRHOPE AL 36532 LAND: 251 990-88722023 SCHOLARSHIP APPLICATIONELIGIBILITY: STUDENTS GRADUATING FROM A HIGH SCHOOL IN BALDWIN COUNTY, ALABAMA, IN 2023APPLICATION MUST BE RECEIVED BY TAV BY MARCH 21, 2023PLEASE SUBMIT A HARD COPY WITH ORIGINAL SIGNATURES TO HARRIET OUTLAW AT ADDRESS ABOVE. PLEASE INCLUDE AN OFFICIAL TRANSCRIPT, A LETTER OF RECOMMENDATION, AND AN ESSAY. (SEE PARTS D, E AND F)INFORMATION WILL BE KEPT CONFIDENTIAL TO TAV FOUNDATION.PART A: STUDENT PROFILENAME:_________________________________________________________________ADDRESS: _____________________________________________________________PHONE NUMBER: _______________________EMAIL ADDRESS:_____________________________PARENT(S)/GUARDIAN(S) LIVING AT YOUR ADDRESS: __________________________________________PARENT PHONE ______________________PARENT EMAIL: __________________________________HIGH SCHOOL: _________________________LENGTH OF YOUR RESIDENCE IN BALDWIN COUNTY: ______CUMULATIVE GPA: W _______UW_______SAT AND/OR ACT SCORES: ________________________COLLEGE/UNIVERSITY YOU PLAN TO ATTEND: ______________PROJECTED MAJOR: __________________AS FINANCIAL NEED IS A MAJOR CONSIDERATION, A STATEMENT OF HOUSEHOLD INCOME IS REQUIRED. PLEASE COMPLETE THE FOLLOWING INFORMATION, WHICH WILL BE TREATED CONFIDENTIALLY. PROOF OF INCOME, SUCH AS IRS OR FAFSA REPORTS, MAY BE REQUESTED AT A LATER DATE, BUT NOT REQUIRED WITH THIS APPLICATION.WHAT ARE YOUR HOUSEHOLD INCOME SOURCES AND AMOUNT OF EACH?FATHER OCCUPATION ___________________ANNUAL INCOME: ____________________MOTHER OCCUPATION __________________ANNUAL INCOME _____________________OTHER INCOME(CHILD SUPPORT, GOVERNMENT BENEFITS, ETC) _____________________________ANNUAL GROSS HOUSEHOLD INCOME: ________________SIBLINGS/DEPENDENTS IN HOUSEHOLD; NAMES AND AGES:______________________________________________________________________SIGNATURE OF APPLICANT: __________________________________DATE: ________________PARENT/GUARDIAN SIGNATURE: _______________________________DATE: ________________THE FOLLOWING INFORMATION MAY BE SUBMITTED ON SEPARATE DOCUMENTS.PART B: SCHOOL AWARDS AND HONORSPART C: EXTRACURRICULAR, COMMUNITY, AND/OR SERVICE ACTIVITIESPART D: ENCLOSE AN OFFICIAL HIGH SCHOOL TRANSCRIPT.PART E: ENCLOSE ONE LETTER OF RECOMMENDATION FROM AN EDUCATOR AT YOUR SCHOOL.PART F: ENCLOSE A ONE-PAGE ESSAY TELLING THE TAV BOARD OF DIRECTORS ABOUT YOURSELF AND WHY YOU DESIRE A COLLEGE DEGREE.THE SCHOLARSHIP IS CURRENTLY $2000 PER YEAR FOR UP TO FOUR YEARS, AND IS PAID TO THE COLLEGE FOR STUDENT'S TUITION EXPENSES.FOR MORE INFORMATION, CONTACT TAV SECRETARY HARRIET OUTLAW ATTAVSCHOLARSHIP@GMAIL.COM. CORPORATE BONDS 436471 447815 MUTUAL FUNDS 102209 136694 EQUITIES 561495 637913 DISALLOWED LOSS ON WASH SALES 2172 INVESTMENT ADVISORY FEE 8763 8763 0 REFUND OF SCHOLARSHIPS -1000 0 -1000 EXCISE TAX REFUND 3 3 3