2025-08-22T11:36:48-05:00 2024-10-31 990PF 2023-11-01 721373145 ALFA FOUNDATION ALFA 3342883900 PO BOX 11189 MONTGOMERY AL 36111 JEFFREY NICKLES VP TAX 3342883900 2025-08-22 0 2023 2025-03-06 01:10:19Z X 31946183 X X 311243 311243 533683 533683 2210487 31477963 2205555 0 40249 3055413 3090730 0 0 0 0 0 45958 0 0 0 1657 1657 0 0 47615 1657 0 0 1454660 1454660 1502275 1657 0 1454660 1553138 3089073 0 25499 61836 61836 5405977 2149888 2149888 23852198 28554066 29725363 30279 9096 9096 29313953 30774886 31946183 92205 0 92205 0 X 29221748 30774886 29221748 30774886 29313953 30774886 29221748 1553138 0 30774886 0 30774886 ACADEMY SPORTS AND OUTDOORS ORD P 2020-10-02 2024-08-14 445524 439156 6368 6368 ALPHABET CL A ORD P 2004-08-19 2024-02-07 484055 268895 215160 215160 ALPHABET CL A ORD P 2004-08-19 2024-04-26 702465 386280 316185 316185 AMAZON COM ORD P 1997-05-15 2024-02-05 511716 392732 118984 118984 BLKRK LQ:FEDFUND INSTL P 1975-10-31 2774322 2774322 0 0 BLACKSTONE MORTGAGE CL A REIT ORD P 1980-12-29 2023-11-21 250992 376538 -125546 -125546 BLACKSTONE MORTGAGE CL A REIT ORD P 1980-12-29 2024-04-26 105029 303378 -198349 -198349 BLACKSTONE SECURED LENDING ORD P 2021-10-28 2024-04-15 700897 599769 101128 101128 BLACKSTONE SECURED LENDING ORD P 2021-10-28 2024-04-12 1 1 0 0 BLACKSTONE SECURED LENDING ORD P 2021-10-28 2024-04-16 1801 1543 258 258 BLACKSTONE SECURED LENDING ORD P 2021-10-28 2024-04-17 856472 720489 135983 135983 CVS HEALTH ORD P 1952-10-01 2023-11-21 251844 405123 -153279 -153279 CELSIUS HOLDINGS ORD P 2006-10-10 2024-05-16 657100 490489 166611 166611 CHEVRON ORD P 1980-03-17 2024-01-29 272200 270914 1286 1286 CHIPOTLE MEXICAN GRILL ORD P 2006-01-26 2024-10-02 525521 482968 42553 42553 DELTA AIR LINES ORD P 2007-04-26 2024-04-26 207752 172639 35113 35113 DELTA AIR LINES ORD P 2007-04-26 2024-05-20 237219 187373 49846 49846 DOORDASH CL A ORD P 2020-12-09 2024-06-05 191926 198568 -6642 -6642 ENDEAVOR GROUP HOLDINGS CL A ORD P 2021-04-29 2024-02-05 399840 337649 62191 62191 ENDEAVOR GROUP HOLDINGS CL A ORD P 2021-04-29 2024-04-05 95971 89600 6371 6371 FEDEX ORD P 1978-12-28 2024-04-26 171157 154452 16705 16705 FIRST AMER:TRS OBG Z P 2003-12-01 7337321 7337321 0 0 HANNON ARMSTRONG SUST INFR CAP ORD P 2013-04-17 2024-05-24 80564 100137 -19573 -19573 HANNON ARMSTRONG SUST INFR CAP ORD P 2013-04-17 2024-06-07 301670 322443 -20773 -20773 INNOVATIVE INDUSTRIAL PPTY ORD P 2016-12-01 2024-02-07 136009 183255 -47246 -47246 INSULET ORD P 2007-05-15 2024-02-05 677929 578641 99288 99288 ISHARES:GLBL ENERGY P 2001-11-12 2024-02-05 587390 575790 11600 11600 ISHARES:GLBL ENERGY P 2001-11-12 2024-04-26 364075 323085 40990 40990 ISHARES:US TECH ETF P 2000-05-15 2024-04-26 711089 518154 192935 192935 ISHARES:US TECH P 2000-05-15 2024-07-19 386322 264303 122019 122019 ISHARES:US TECH P 2000-05-15 2024-10-10 741107 504707 236400 236400 ISHARES:US TECH P 2000-05-15 2024-10-29 736381 544825 191556 191556 ISHARES:US CNSMR STAPLES P 2000-06-12 2024-04-26 294528 307579 -13051 -13051 ISHARES:US BSC MAT P 2000-06-12 2024-04-26 383213 360200 23013 23013 JPMORGAN:US QUALITY FACT P 2017-11-08 2024-04-26 701915 608310 93605 93605 JPMORGAN:NSDQ EQ PRM INC P 2022-05-03 2024-04-26 1906916 1811711 95205 95205 MGM RESORTS INTERNATIONAL ORD P 1989-12-13 2024-04-26 564144 520171 43973 43973 MEDICAL PROPERTIES REIT ORD P 2005-07-08 2024-02-07 165956 -165956 -165956 MERCADOLIBRE ORD P 2007-08-10 2024-02-05 521548 421439 100109 100109 NEXTERA ENERGY PARTNERS UNT P 2014-06-27 2024-07-19 291005 -291005 -291005 PALANTIR TECHNOLOGIES CL A ORD P 2020-09-30 2023-11-21 275170 393320 -118150 -118150 PALANTIR TECHNOLOGIES CL A ORD P 2020-09-30 2024-10-18 663351 417533 245818 245818 PALO ALTO NETWORKS ORD P 2012-07-12 2024-08-14 393868 329424 64444 64444 PETIQ CL A ORD P 2017-07-21 2024-08-22 1136190 780082 356108 356108 REALTY INCOME REIT ORD P 1994-10-18 2024-04-26 185822 228508 -42686 -42686 REVANCE THERAPEUTICS ORD P 2014-02-06 2024-08-22 55773 477902 -422129 -422129 SPDR S&P BIOTECH P 2006-01-31 2023-12-27 309151 305999 3152 3152 SAFEHOLD ORD P 1989-11-16 2023-11-21 37357 -37357 -37357 T MOBILE US ORD P 2007-04-19 2024-04-26 566738 488119 78619 78619 UBER TECHNOLOGIES ORD P 2019-05-10 2024-08-23 1494398 921213 573185 573185 VISA CL A ORD P 2008-03-19 2024-05-24 121577 96110 25467 25467 FLOWTHROUGH FROM PARTNERSHIP P 4931 -4931 -4931 2205555 -4931 42938 0 42938 0 42938 26560 0 21000 0 47560 0 4622 4622 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 26357501 3691712 219304 30268517 0 0 30268517 454028 29814489 1490724 1490724 42938 42938 1447786 0 1447786 0 1447786 1454660 0 1454660 1447786 6380 0 0 1454660 6380 0 0 1447786 494 0 0 494 0 0 0 0 0 0 0 494 494 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 AUTISM ASSISTANCE PROGRAM 300 SHADOW WOOD PK STE 100 BIRMINGHAM AL 35244 PUBLIC CHARITY 10000 ALABAMA BASEBALL COACHES ASSOCIATION PO BOX 3881 MONTGOMERY AL 36109 PUBLIC CHARITY 1500 ALABAMA CONSERVATION & NATURAL RESOURCES PO BOX 140 MONTGOMERY AL 36101 PUBLIC CHARITY 10000 ALABAMA FARMERS AGRICULTURE FOUNDATION PO BOX 11000 MONTGOMERY AL 36191 PUBLIC CHARITY 475000 ALABAMA FIRE COLLEGE FOUNDATION INC 2501 PHOENIX DR TUSCALOOSA AL 35405 PUBLIC CHARITY 5000 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 POLICY INSTITUTE 402 OFFICE PARK DR STE 300 BIRMINGHAM AL 35223 PUBLIC CHARITY 7500 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DR MONTGOMERY AL 36117 PUBLIC CHARITY 25000 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DR MONTGOMERY AL 36117 PUBLIC CHARITY 50000 ALABAMA SHERIFFS YOUTH RANCHES 2680 BELL ROAD MONTGOMERY AL 36117 PUBLIC CHARITY 1000 ALABAMA SPIRITHORSE THERAPUTIC RIDING CENTER 812 CO RD 49 MARBURY AL 36051 PUBLIC CHARITY 2500 ALABAMA STOCK DOG ASSOCIATION 2054 EVERETT RD RAINSVILLE AL 35986 PUBLIC CHARITY 1500 ALZHEIMER'S ASSOCIATION-AL CHAPTER 2151 HIGHLAND AVE S STE 210 BIRMINGHAM AL 35205 PUBLIC CHARITY 1000 AMERICAN CANCER SOCIETY 3054 MCGEHEE RD MONTGOMERY AL 36111 PUBLIC CHARITY 5000 AMERICAN RED CROSS 5015 WOODS CROSSING MONTGOMERY AL 36117 PUBLIC CHARITY 10000 AMERICAN VILLAGE CITIZENSHIP TRUST PO BOX 6 MONTEVALLO AL 35115 PUBLIC CHARITY 5000 BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY PO BOX 241647 MONTGOMERY AL 36124 PUBLIC CHARITY 2000 BARON CRITICAL WEATHER INSTITUTE 645 WYNN DR NW HUNTSVILLE AL 35814 PUBLIC CHARITY 25000 BIG BROTHERS BIG SISTERS OF THE TN VALLEY 303 WILLIAMS AVE SW STE 123 HUNTSVILLE AL 35801 PUBLIC CHARITY 1500 BIRMINHAM HOST COMMITTEE 2025 WORLD FIRE & POLICE GAMES 950 22ND ST N STE 550 BIRMINGHAM AL 35203 PUBLIC CHARITY 5000 BOY SCOUTS OF AMERICA-GREATER ALABMA COUNCIL PO BOX 43307 BIRMINGHAM AL 35243 PUBLIC CHARITY 5500 BUSINESS EDUCATION ALLIANCE PO BOX 38 MONTGOMERY AL 36101 PUBLIC CHARITY 18750 BUTERFLY BRIDGE CHILDREN'S ADVOCACY CENTER INC PO BOX 588 CLANTON AL 35046 PUBLIC CHARITY 7500 CAEC LINEMAN SCHOLARSHIP FUND 103 JESSE SAMUEL HUNT BLVD PRATTVILLE AL 36066 PUBLIC CHARITY 250 CARE NET OF CHILTON COUNTY INC 5 VILLAGE SQR CLANTON AL 35045 PUBLIC CHARITY 5000 CASA OF MONTGOMERY COUNTY PO BOX 241404 MONTGOMERY AL 36124 PUBLIC CHARITY 1000 CEF ALABAMA PO BOX 241674 MONTGOMERY AL 36124 PUBLIC CHARITY 2500 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 1 OUR CHILDRENS HWY ALEXANDER CITY AL 35010 PUBLIC CHARITY 10000 CHILTON BAPTIST ASSOCIATION 1108 4TH AVE N CLANTON AL 35045 PUBLIC CHARITY 2500 CJ3 FOUNDATION 19309 WINMEADE STE CJ3 LEESBURG VA 20176 PUBLIC CHARITY 2500 CREATE FOUNDATION PO BOX 153 TUPELO MS 38802 PUBLIC CHARITY 15000 CUMMINGS-FEOLA FAMILY FOUNDATION INC 267 AMYLOU CIR WOODSTOCK GA 30188 PUBLIC CHARITY 10500 DOWN SYNDROME ALABAMA 3000 GALLERIA CIR STE 1500 HOOVER AL 35244 PUBLIC CHARITY 5000 DRUID'S CHARITY CLUB INC 2465 GUNSTER RD MONTGOMERY AL 36111 PUBLIC CHARITY 1500 EAGLE FORUM OF ALABAMA EDUCATION FOUNDATION 4200 STONE RIVER CIR BIRMINGHAM AL 35213 PUBLIC CHARITY 5000 EASTER SEALS 2185 NORMANDIE RD MONTGOMERY AL 36116 PUBLIC CHARITY 5000 EZEKIEL ACADEMY 8191 SEATON PL MONTGOMERY AL 36116 PUBLIC CHARITY 500 FAMILY GUIDANCE CENTER 2358 FAIRLANE DR MONTGOMERY AL 36116 PUBLIC CHARITY 2500 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 PUBLIC CHARITY 5000 FAULKNER UNIVERSITY 5345 ATLANTA HWY MONTGOMERY AL 36109 PUBLIC CHARITY 50000 FIRST CHOICE WOMEN'S MEDICAL CENTER (SAV-A-LIFE) PO BOX 241664 MONTGOMERY AL 36124 PUBLIC CHARITY 1000 FOLDS FO HONOR FOUNDATION 5971 N PATRIOT DR OWASSO OK 74055 PUBLIC CHARITY 1000 HIS VESSEL MINISTRIES 300 WATER ST STE 100 MONTGOMERY AL 36104 PUBLIC CHARITY 500 HIS VESSEL MINISTRIES 300 WATER ST STE 100 MONTGOMERY AL 36104 PUBLIC CHARITY 1000 HOPE HORSES 1301 CONVENT RD CULLMAN AL 35055 PUBLIC CHARITY 5000 HOPE OUTDOORS PO BOX 1421 CHATOM AL 36518 PUBLIC CHARITY 1000 HOPE'S CHOICE 314 1ST AVE NE FAYETTE AL 35555 PUBLIC CHARITY 1500 HUDSON-ALPHA 601 GENOME WAY HUNTSVILLE AL 35806 PUBLIC CHARITY 2500 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 JACKSONVILLE STATE UNIVERSITY FOUNDATION 700 PELHAM RD N JACKSONVILLE AL 36265 PUBLIC CHARITY 10000 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 6500 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 KALEIDOSCOPE 212 3RD AVE N STE 318 MINNEAOPOLIS MN 55401 PUBLIC CHARITY 17000 KALEIDOSCOPE 212 3RD AVE N STE 318 MINNEAPOLIS MN 55401 PUBLIC CHARITY 93000 KALEIDOSCOPE 212 3RD AVE N STE 318 MINNEOPOLIS MN 55401 PUBLIC CHARITY 660 KELLY FITZPATRICK MEMORIAL GALLERY PO BOX 641 WETUMPKA AL 36092 PUBLIC CHARITY 3000 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 MACON EAST ACADEMY 15396 VAUGHN RD CECIL AL 36013 PUBLIC CHARITY 1000 MAIN STREET ALABAMA 880 MONTCLAIR RD STE 245 BIRMINGHAM AL 35213 PUBLIC CHARITY 10000 MARBURY HIGH SCHOOL 2360 US HWY 31 DEATSVILLE AL 36022 PUBLIC CHARITY 500 MARCH OF DIMES 2751 LEGENDS PKWY STE 315 PRATTVILLE AL 36066 PUBLIC CHARITY 2500 MERCY HOUSE INC 2412 COUNCIL ST MONTGOMERY AL 36108 PUBLIC CHARITY 10000 MONTGOMERY AREA COUNCIL ON AGING (MACOA) 115 EAST JEFFERSON ST MONTGOMERY AL 36104 PUBLIC CHARITY 3000 MONTGOMERY AREA COUNCIL ON AGING (MACOA) 115 EAST JEFFERSON ST MONTGOMERY AL 36104 PUBLIC CHARITY 10000 MONTGOMERY AREA NON-TRADITIONAL EQUESTRIANS 3699 WALLAHATCHIE RD PIKE ROAD AL 36064 PUBLIC CHARITY 7500 MONTGOMERY CANCER WELLNESS FOUNDATION 4145 CARMICHAEL RD MONTGOMERY AL 36106 PUBLIC CHARITY 5000 MONTGOMERY ZOOLOGICAL SOCIETY 2301 COLISEUM PKWY MONTGOMERY AL 36110 PUBLIC CHARITY 5000 NATIONAL AGRICULTURAL ALUMNI DEVELOPMENT ASSOC 1601 UTICA AVE S STE 213 ST LOUIS PARK MN 55416 PUBLIC CHARITY 15000 NINTH DISTRICT LAY ORGANIZATION OF THE AME CHURCH 1352 WARE BLVD BIRMINGHAM AL 35235 PUBLIC CHARITY 500 NORTH ALABAMA AGRIPLEX FOUNDATION PO BOX 2428 CULLMAN AL 35056 PUBLIC CHARITY 25000 PENNY FOUNDATION PO BOX 13181 BIRMINGHAM AL 35202 PUBLIC CHARITY 2500 PROVIDENCE BAPTIST CHURCH 1355 DOUGLASS RD HUNTSVILLE AL 35806 PUBLIC CHARITY 500 RAINBOW OMEGA INC 100 HOPE DRIVE EASTABOGA AL 36260 PUBLIC CHARITY 2500 REDLAND HILL CHURCH 3105 RIFLE RANGE RD WETUMPKA AL 36093 PUBLIC CHARITY 500 RIVER REGION IRON WORKS MINISTRY 100 HILLABEE CT MONTGOMERY AL 36117 PUBLIC CHARITY 1000 RIVER REGION UNITED WAY PO BOX 868 MONTGOMERY AL 36101 PUBLIC CHARITY 160000 SAMARITAN COUNSELING CENTER INC 2911 ZELDA RD MONTGOMERY AL 36106 PUBLIC CHARITY 2500 SAMFORD UNIVERSITY 800 LAKESHORE DR BIRMINGHAM AL 35209 PUBLIC CHARITY 26500 SERVICE DOGS ALABAMA 8365 MOBILE HWY HOPE HULL AL 36043 PUBLIC CHARITY 1000 SOCIETY OF ST ANDREW--ALABAMA GLEANING NETWORK PO BOX 610806 BIRMINGHAM AL 35261 PUBLIC CHARITY 5000 TASTE OF THE SOUTH PO BOX 2826 WASHINGTON AL 20013 PUBLIC CHARITY 500 TROY UNIVERSITY FOUNDATION BIBB GRAVES HALL TROY AL 36082 PUBLIC CHARITY 2000 TUSCALOOSA COUNTY BOARD OF EDUCATION 1118 GREENSBORO AVE TUSCALOOSA AL 35401 PUBLIC CHARITY 10000 UNIVERSITY OF ALABAMA INSURANCE & RISK MANAGEMENT EDUCATION FOUNDATION 213 RICHARD ARRINGTON JR BLVD BIRMINGHAM AL 35233 PUBLIC CHARITY 5000 VENISON PROVISIONS 1884 CO RD 6 SHORTER AL 36075 PUBLIC CHARITY 30000 VOICES FOR ALABAMA PO BOX 4576 MONTGOMERY AL 36103 PUBLIC CHARITY 1000 WELCOME HOME FOOD PANTRY 3253 MAIN ST MILLBROOK AL 36054 PUBLIC CHARITY 1000 WIREGRASS ELECTRIC COOPERATIVE CHARITABLE FOUNDATION INC 509 N ST HWY 167 HARTFORD AL 36344 PUBLIC CHARITY 1000 WIREGRASS RESOURCE CONSERVATION & DEVELOPMENT COUNCIL 211 N UNION AVE OZARK AL 36360 PUBLIC CHARITY 10000 WOMEN'S HOPE MEDICAL CLINIC 820 STATE RD AUBURN AL 36830 PUBLIC CHARITY 1500 YMCA OF MONTGOMERY PO BOX 2336 MONTGOMERY AL 36102 PUBLIC CHARITY 9000 1454660 0 14 311243 14 533683 18 2210486 0 0 3055412 0 3055412 0 0 0 0 0 0 0 0 0 0 INVESTMENTS - CORPORATE STOCK 28554066 29725363 ACCRUED INVESTMENT INCOME 30279 9031 9031 DUE FROM BROKERS 0 65 65 BANK CHARGES 1657 1657 0 0 PARTNERSHIP INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS 0 10863 0 PARTNERSHIP DIVIDENDS AND INTEREST FROM SECURITIES 0 -8577 0 PARTNERSHIP OTHER NET INVESTMENT INCOME 0 37963 0 DUE TO BROKERS 92205 0 INCOME TAX EXPENSES 37958 0 0 0 TAXES - OTHER 8000 0 0 0