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Nonprofit · EIN 63-6048099

UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION

Tax-exempt · HUNTSVILLE, AL 35899

Financials

$35.3M$25M2022$14.8M$6.9M2023$19.8M$5.5M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$19,831,917$5,451,897$14,380,020$144,287,539$6,693,363$137,594,176
September 30, 2024990$14,841,435$6,903,431$7,938,004$131,686,144$10,205,801$121,480,343
September 30, 2023990$35,328,208$25,021,421$10,306,787$120,958,667$13,252,567$107,706,100
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$6,167,115
Program service revenue
$0
Investment income
$9,482,208
Net rental income
$1,400
Net gain from sales of assets
$4,584,603
Other revenue
$4,182,594

Expenses

Grants and similar amounts paid
$2,983,732
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$76,350
Occupancy
$307
Program services (functional)
$2,983,732
Management and general (functional)
$2,468,165

Balance sheet and other

Total assets, start of year
$131,686,144
Total assets, end of year
$144,287,539
Total liabilities, end of year
$6,693,363
Net assets, end of year
$137,594,176
Land, buildings and equipment
$220,969
Publicly traded securities
$110,243,433
Net assets without donor restrictions
$79,555,218
Net assets with donor restrictions
$58,038,958
Gross unrelated business income
$3,693,943
Gross receipts
$36,332,894
Employees
0
Year formed
1962
State of legal domicile
AL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
SID J TRANTEXOFFICIO CH
Trustee or director
0.1$0$809,255
CHARLES L KARREX-OFFICIO,
Trustee or director
0.1$0$658,417
MALLIE S HALEEXECUTIVE DI
Trustee or director, Officer
10$0$200,064
AMIT ARORATERM MEMBER
Trustee or director
0.1$0$0
DR MARCUS J BENDICKSONVICE CHAIRMA
Trustee or director, Officer
0.25$0$0
DR CHIA-HWA CHANTRUSTEE EMER
Trustee or director
0.1$0$0
KATHY L CHANLIFE MEMBER
Trustee or director
0.1$0$0
S DAGNAL ROWE ESQCHAIRMAN
Trustee or director, Officer
1$0$0
RONALD GRAYEX-OFFICIO
Trustee or director
0.1$0$0
LINDA L GREENLIFE MEMBER
Trustee or director
0.1$0$0
JEFF GRONBERGEX-OFFICIO
Trustee or director
0.1$0$0
JOHN S HENDRICKSTRUSTEE EMER
Trustee or director
0.1$0$0
JIM HUDSONLIFE MEMBER
Trustee or director
0.1$0$0
PAM HUDSONTERM MEMBER
Trustee or director
0.1$0$0
ERIC ST JOHNTERM MEMBER
Trustee or director
0.1$0$0
21 more people on this return
NameTitleHours / weekCompensation
BILL JOHNSTONLIFE MEMBER
Trustee or director
0.1$0
A EUGENE SAPP JRLIFE MEMBER
Trustee or director
0.1$0
CARL J GESSLER JRTERM MEMBER
Trustee or director
0.1$0
PHIL BENTLEY JRTERM MEMBER
Trustee or director
0.1$0
KIM CAUDLE LEWISTERM MEMBER
Trustee or director
0.1$0
BETSY LOWELIFE MEMBER
Trustee or director
0.1$0
PETER LOWELIFE MEMBER
Trustee or director
0.1$0
ROBERT MAYESTERM MEMBER
Trustee or director
0.1$0
RON POTEATTERM MEMBER
Trustee or director
0.1$0
GURMEJ SANDHUTERM MEMBER
Trustee or director
0.1$0
J MICHAEL SEGRESTCOMMITTEE CH
Trustee or director
0.25$0
SANGEETA SINGHALTERM MEMBER
Trustee or director
0.1$0
INA WILSON SMITHTERM MEMBER
Trustee or director
0.1$0
LINDA J SMITHSECRETARY
Trustee or director, Officer
0.25$0
JEAN TEMPLETONLIFE MEMBER
Trustee or director
0.1$0
LYNN TROYTERM MEMBER
Trustee or director
0.1$0
BARBARA WADSWORTHTERM MEMBER
Trustee or director
0.1$0
KEN WATSONTERM MEMBER
Trustee or director
0.1$0
MIKE WICKSTERM MEMBER
Trustee or director
0.1$0
JOHN R WYNNTREASURER
Trustee or director, Officer
0.1$0
TOM YOUNGTERM MEMBER
Trustee or director
0.1$0
990 for the year ended September 30, 2024: 41 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FINIS E ST JOHN IVCHANCELLOR
Trustee or director
0.1$0$1,119,003$129,057
SID J TRANTINTERIM CHAN
Trustee or director
0.1$0$618,949$77,735
CHARLES L KARREX OFFICIO,
Trustee or director
0.1$0$645,057$0
TODD M BARREEX-OFFICO
Trustee or director
0.25$0$322,757$0
MALLIE S HALEEXECUTIVE DI
Trustee or director, Officer
10$0$195,379$0
AMIT ARORATERM MEMBER
Trustee or director
0.1$0$0$0
DR MARCUS J BENDICKSONVICE CHAIRMA
Trustee or director, Officer
0.25$0$0$0
PHIL BENTLEYTERM MEMBER
Trustee or director
0.1$0$0$0
DR CHIA-HWA CHANTRUSTEE EMER
Trustee or director
0$0$0$0
KATHY L CHANLIFE MEMBER
Trustee or director
0.1$0$0$0
VAN CORUMTERM MEMBER
Trustee or director
0.1$0$0$0
S DAGNAL ROWE ESQCHAIRMAN
Trustee or director, Officer
1$0$0$0
RONALD GRAYEX-OFFICIO
Trustee or director
0.1$0$0$0
LINDA L GREENLIFE MEMBER
Trustee or director
0.1$0$0$0
JEFF GRONBERGTERM MEMBER
Trustee or director
0.1$0$0$0
JOHN S HENDRICKSTRUSTEE EMER
Trustee or director
0$0$0$0
PAM HUDSONTERM MEMBER
Trustee or director
0.1$0$0$0
ERIC ST JOHNTERM MEMBER
Trustee or director
0.1$0$0$0
A EUGENE SAPP JRLIFE MEMBER
Trustee or director
0.1$0$0$0
CARL J GESSLER JRTERM MEMBER
Trustee or director
0.1$0$0$0
JAMES R HUDSON JRLIFE MEMBER
Trustee or director
0.1$0$0$0
WILLIAM H JOHNSTON JRTERM MEMBER
Trustee or director
0.1$0$0$0
KIM CAUDLE LEWISTERM MEMBER
Trustee or director
0.1$0$0$0
ELIZABETH J LOWELIFE MEMBER
Trustee or director
0.1$0$0$0
PETER L LOWELIFE MEMBER
Trustee or director
0.1$0$0$0
ROBERT MAYESTERM MEMBER
Trustee or director
0.1$0$0$0
RON POTEATTERM MEMBER
Trustee or director
0.1$0$0$0
GURMEJ SANDHUTERM MEMBER
Trustee or director
0.1$0$0$0
J MICHAEL SEGRESTCOMMITTE CHA
Trustee or director
0.25$0$0$0
SANGEETA SINGHALTERM MEMBER
Trustee or director
0.1$0$0$0
INA WILSON SMITHTERM MEMBER
Trustee or director
0.1$0$0$0
JAN SMITHTERM MEMBER
Trustee or director
0.1$0$0$0
LINDA J SMITHSECRETARY
Trustee or director, Officer
0.25$0$0$0
JEAN TEMPLETONLIFE MEMBER
Trustee or director
0.1$0$0$0
LYNN TROYTERM MEMBER
Trustee or director
0.1$0$0$0
IRMA L TUDERTERM MEMBER
Trustee or director
0.1$0$0$0
BARBARA WADSWORTHTERM MEMBER
Trustee or director
0.1$0$0$0
KEN WATSONTERM MEMBER
Trustee or director
0.1$0$0$0
MICHAEL WICKSTERM MEMBER
Trustee or director
0.1$0$0$0
JOHN R WYNNTREASURER
Trustee or director, Officer
0.25$0$0$0
TOM YOUNGTERM MEMBER
Trustee or director
0.1$0$0$0
990 for the year ended September 30, 2023: 35 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FINIS E ST JOHN IVCHANCELLOR
Trustee or director
0.1$0$1,180,431$137,243
CHARLES L KARREX OFFICIO,
Trustee or director
0.1$0$625,351$0
TODD M BARREEX-OFFICIO
Trustee or director
0.25$0$321,094$0
MALLIE S HALEEXECUTIVE DI
Trustee or director, Officer
10$0$194,680$0
DR MARCUS J BENDICKSONVICE CHAIRMA
Trustee or director, Officer
0.25$0$0$0
JAMES T BOLTETERM MEMBER
Trustee or director
0.1$0$0$0
DR CHIA-HWA CHANTRUSTEE EMER
Trustee or director
0$0$0$0
KATHY L CHANLIFE MEMBER
Trustee or director
0.1$0$0$0
VAN CORUMTERM MEMBER
Trustee or director
0.1$0$0$0
S DAGNAL ROWE ESQCHAIRMAN
Trustee or director, Officer
1$0$0$0
JOHN GIBSONTERM MEMBER
Trustee or director
0.1$0$0$0
RONALD GRAYEX-OFFICIO
Trustee or director
0.1$0$0$0
LINDA L GREENLIFE MEMBER
Trustee or director
0.1$0$0$0
JEFF GRONBERGTERM MEMBER
Trustee or director
0.1$0$0$0
JOHN S HENDRICKSTRUSTEE EMER
Trustee or director
0$0$0$0
A EUGENE SAPP JRLIFE MEMBER
Trustee or director
0.1$0$0$0
CARL J GESSLER JRTERM MEMBER
Trustee or director
0.1$0$0$0
JAMES R HUDSON JRLIFE MEMBER
Trustee or director
0.1$0$0$0
PHILIP BENTLEY JRTERM MEMBER
Trustee or director
0.1$0$0$0
WF SANDERS JRLIFE MEMBER
Trustee or director
0.1$0$0$0
WILLIAM H JOHNSTON JRTERM MEMBER
Trustee or director
0.1$0$0$0
KIM CAUDLE LEWISTERM MEMBER
Trustee or director
0.1$0$0$0
ELIZABETH J LOWELIFE MEMBER
Trustee or director
0.1$0$0$0
PETER L LOWELIFE MEMBER
Trustee or director
0.1$0$0$0
RON POTEATTERM MEMBER
Trustee or director
0.1$0$0$0
GURMEJ SANDHUTERM MEMBER
Trustee or director
0.1$0$0$0
J MICHAEL SEGRESTCOMMITTE CHA
Trustee or director
0.25$0$0$0
SANGEETA SINGHALTERM MEMBER
Trustee or director
0.1$0$0$0
JAN SMITHTERM MEMBER
Trustee or director
0.1$0$0$0
LINDA J SMITHSECRETARY
Trustee or director, Officer
0.25$0$0$0
JEAN TEMPLETONLIFE MEMBER
Trustee or director
0.1$0$0$0
TIM THORNTONTERM MEMBER
Trustee or director
0.1$0$0$0
IRMA L TUDERTERM MEMBER
Trustee or director
0.1$0$0$0
JOHN R WYNNTREASURER
Trustee or director, Officer
0.25$0$0$0
TOM YOUNGTERM MEMBER
Trustee or director
0.1$0$0$0

Address and contacts

Address (IRS master file)
SHELBIE KING HALL 304, HUNTSVILLE, AL 35899-0001
In care of
% SHELBIE KING HALL 304
Principal officer (990 for 2024)
MALLIE S HALE
Signed the 990
MALLIE S HALE, EXECUTIVE DIRECTOR
Phone
(256) 824-6127
Return prepared by
FRAZIER & DEETER ADVISORY LLC

Mission

PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE THROUGH CONTRIBUTIONS TO SCHOOL PROGRAMS AND STUDENT SCHOLARSHIPS

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE
    Expenses $2,983,732 · grants $2,983,732

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
63-6048099
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1964
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$144,287,539
Income (IRS master file)
$36,332,894

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$19,831,917$5,451,897$144,287,539XML
990-TSeptember 2025–––IRS
990September 2024$14,841,435$6,903,431$131,686,144XML
990-TSeptember 2024–––IRS
990September 2023$35,328,208$25,021,421$120,958,667XML
990-TSeptember 2023–––IRS
990September 2022$20,241,142$4,034,379$94,357,481IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-6048099).

Questions about UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION

What is the EIN of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION?
The employer identification number (EIN) of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION is 63-6048099.
Is UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION?
The 990 for the year ended September 30, 2025 names MALLIE S HALE.
Who are the officers and directors of UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION?
The 990 for the year ended September 30, 2025 lists 36 people; 0 received compensation from the organization.
How much revenue does UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $19,831,917, expenses of $5,451,897 and total assets of $144,287,539 at year end.

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