2026-08-12T08:03:49-07:00 2025-09-30 631144514 Alabama Family Trust Corporation 100 Centerview Dr Ste 200 Vestavia Hills AL 35216 990 2024-10-01 631144514 ALABAMA FAMILY TRUST CORP DBA ALABAMA FAMILY TRUST ALAB 2058838333 100 CENTERVIEW DRIVE 200 VESTAVIA HILLS AL 35216 LESLEY BYARS Executive Director 2026-08-12 true true Lesley Byars P01605994 2058838333 2024 2025-03-06 01:10:19Z 100 CENTERVIEW DRIVE 200 VESTAVIA HILLS AL 35216 1736304 false X www.alabamafamilytrust.com X 1995 AL SEE SCHEDULE O FOR MISSION STATEMENT. 11 11 6 0 0 1508549 1626517 120639 109787 0 1629188 1736304 0 0 439993 479111 0 0 467972 579726 907965 1058837 721223 677467 3567106 4545942 64047 346946 3503059 4198996 X SEE SCHEDULE O FOR MISSION STATEMENT. false false 1058837 1736304 ADMINISTRATION OF 750 TO 850 SPECIAL NEEDS TRUSTS 1058837 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 4 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 100 CENTERVIEW DRIVE STE 200 VESTAVIA HILLS AL 35216 LESLEY BYARS Executive Dir. 40.00 2.00 X 150000 0 0 EVAN LICHTER CFO 40.00 2.00 X 96369 0 0 LISA PAGE CAO 40.00 2.00 X 72808 0 0 JENNIFER GRIFFIN President 3.00 2.00 X X 0 0 0 WALLACE DAVIS Vice President 3.00 1.00 X X 0 0 0 JAMES WALSH Treasurer 2.00 1.00 X X 0 0 0 LATANYA RHINES 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 THERA HERRING Trustee 1.50 0.50 X 0 0 0 ADRINE BROWN Trustee 1.50 2.00 X 0 0 0 319177 1 false false false 0 0 FEES - ADMIN & TAX PREP 525920 1626517 1626517 1626517 109787 109787 0 0 0 0 0 0 0 0 1736304 1736304 0 0 0 0 319177 319177 0 79889 79889 9632 9632 40477 40477 29936 29936 0 9396 9396 3520 3520 0 0 319820 319820 12877 12877 56970 56970 37339 37339 16727 16727 0 43397 43397 7354 7354 0 22138 22138 0 0 7311 7311 28932 28932 Printing and Publications 6989 6989 Postage and Shipping 3429 3429 MOVING EXPENSES 1831 1831 MEMBERSHIPS & DUES 721 721 975 975 1058837 1058837 0 0 0 2648408 3569657 0 0 0 0 0 0 512 1050 47892 29777 12787 18115 903505 953871 0 0 0 1894 3249 3567106 4545942 31073 32736 32974 314210 64047 346946 X 3503059 4198996 3503059 4198996 3567106 4545942 677467 19784 -1314 X false false false X 1374520 1317334 1363537 1508549 1626517 7190457 0 0 1374520 1317334 1363537 1508549 1626517 7190457 0 7190457 22516 23467 30511 120639 109787 306920 0 0 7497377 0.95910 0.96950 X true 32974 15241369 14960133 314210 true X 47892 29777 18115 18115 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 100 CENTERVIEW DR STE 200 VESTAVIA HILLS AL 35216 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 139899 VOTE OF BOD