Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
PROTECTIVE LIFE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2606
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL352023008
A Employer identification number

63-1129596
B Telephone number (see instructions)

(205) 268-4434
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$409,193
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,029,504
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,029,504 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 7,093 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 4,720 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,569 0   0
22 Printing and publications.......... 15,771 0   0
23 Other expenses (attach schedule)....... 13,960 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,113 0   0
25 Contributions, gifts, grants paid....... 4,032,689 4,032,689
26 Total expenses and disbursements. Add lines 24 and 25 4,080,802 0   4,032,689
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -51,298
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 465,518 409,193 409,193
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 465,518 409,193 409,193
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 465,518 409,193
29 Total net assets or fund balances (see instructions)..... 465,518 409,193
30 Total liabilities and net assets/fund balances (see instructions). 465,518 409,193
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
465,518
2
Enter amount from Part I, line 27a .....................
2
-51,298
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
414,220
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,027
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
409,193
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletEVA ROBERTSON Telephone no.bullet (205) 268-4434

    Located atbulletPO BOX 2606BIRMINGHAMAL ZIP+4bullet35202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES D EVERS JR TREASURER
    0.50
    0 0 0
    2801 HIGHWAY 280 SOUTH
    BIRMINGHAM,AL35223
    EVA T ROBERTSON EXECUTIVE DIRECTOR
    40.00
    0 0 0
    2801 HIGHWAY 280 SOUTH
    BIRMINGHAM,AL35223
    RICHARD J BIELEN PRESIDENT
    0.50
    0 0 0
    2801 HIGHWAY 280 SOUTH
    BIRMINGHAM,AL35223
    FELICIA M LEE SECRETARY
    0.50
    0 0 0
    2801 HIGHWAY 280 SOUTH
    BIRMINGHAM,AL35223
    D SCOTT ADAMS EVP, CORPORATE SOCIAL RESPONSIBILITY
    5.00
    0 0 0
    2801 HIGHWAY 280 SOUTH
    BIRMINGHAM,AL35223
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    953,884
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    953,884
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    953,884
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    14,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    939,576
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    46,979
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    46,979
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,979
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    46,979
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    46,979
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 46,979
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 4,717,265
    b From 2017...... 4,675,457
    c From 2018...... 3,538,901
    d From 2019...... 4,381,423
    e From 2020...... 4,468,137
    f Total of lines 3a through e ........ 21,781,183
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,032,689
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 46,979
    e Remaining amount distributed out of corpus 3,985,710
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,766,893
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    4,717,265
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    21,049,628
    10 Analysis of line 9:
    a Excess from 2017.... 4,675,457
    b Excess from 2018.... 3,538,901
    c Excess from 2019.... 4,381,423
    d Excess from 2020.... 4,468,137
    e Excess from 2021.... 3,985,710
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EVA ROBERTSON
    PO BOX 2606
    BIRMINGHAM,AL35202
    (205) 268-4434
    bThe form in which applications should be submitted and information and materials they should include:
    NO PARTICULAR FORM
    cAny submission deadlines:
    THE SCHOLARSHIP PROGRAM HAS A 4-15 DEADLINE TO ALLOW FOR THE SELECTION PROCESS & FUND DISTRIBUTIONS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS OR LIMITATIONS WITH THE EXCEPTION OF THE SCHOLARSHIP PROGRAM WHICH IS LIMITED TO THE CHILDREN OF THE EMPLOYEES OF PROTECTIVE LIFE ENTITIES. THE SCHOLARSHIP PROGRAM HAS RECEIVED APPROVAL FROM THE IRS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    100 BLACK MEN OF GREATER MOBILE INC
    954 GOVERNMENT STREET
    MOBILE,AL36604
    NONE PC 2021 GALA 1,500
    16TH STREET BAPTIST CHURCH
    1530 SIXTH AVENUE NORTH
    BIRMINGHAM,AL35203
    NONE PC 2021 HVAC REPAIR 20,000
    AG GASTON BOYS & GIRLS CLUB
    PO BOX 3970
    BIRMINGHAM,AL35208
    NONE PC 2021 PROGRAMMING SUPPORT 15,000
    AG GASTON CONFERENCE
    BIRMINGHAM BUSINESS RESOURCE CENTER
    1500 1ST AVENUE NORTH UNIT 12
    BIRMINGHAM,AL35203
    NONE PC 2021 A.G. GASTON CONFERENCE 10,000
    A EDUCATION PARTNERSHIP
    PO BOX 4433
    MONTGOMERY,AL36103
    NONE PC 2021 OPERATING SUPPORT 25,000
    ADDICTION PREVENTION COALITION
    324 COMMONS DRIVE
    BIRMINGHAM,AL35009
    NONE PC 2021 CORPORATE BREAKFAST 10,000
    ALABAMA 4-H CLUB FOUNDATION INC
    226 DUNCAN HALL
    AUBURN UNIVERSITY,AL368495612
    NONE PC 2018 CAPITAL CAMPAIGN - FACILITY AND PROGRAM EXPANSION 20,000
    ALABAMA APPLESEED CENTER FOR LAW & JUSTICE INC
    PO BOX 4864
    MONTGOMERY,AL361034864
    NONE PC 2021 JEFFERSON COUNTY EQUITABLE FINES AND FEES PROJECT, 2021 BREWER TORBERT AWARD SPONSOR, 2021 ASU MVP AWARD 31,000
    ALABAMA AUDUBON
    3720 4TH AVENUE SOUTH 2ND FLOOR
    BIRMINGHAM,AL35222
    NONE PC 2020 OPERATING SUPPORT 10,000
    ALABAMA BALLET
    2726 FIRST AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2021 OPERATING SUPPORT AND SPRING SOIREE EVENT, 2022 SPONSORSHIP OF BLUE SUEDE SHOES 30,000
    ALABAMA CASA NETWORK
    PO BOX 2524
    OPELIKA,AL36803
    NONE PC 2021 OPERATING SUPPORT 10,000
    ALABAMA GIVING
    PO BOX 530727
    BIRMINGHAM,AL352530727
    NONE PC 2021 MEMBERSHIP DUES 800
    ALABAMA HUMANITIES FOUNDATION
    1100 IRELAND WAY SUITE 101
    BIRMINGHAM,AL35205
    NONE PC 2021 PROGRAM SUPPORT, 2022 COLLOQUIUM 10,625
    ALABAMA INSURANCE AND RISK MANAGEMENT EDUCATION FOUNDATION
    PO DRAWER 610
    FOLEY,AL36536
    NONE PC 2021 I-DAY CONFERENCE 5,000
    ALABAMA KIDNEY FOUNDATION
    265 RIVERCHASE PARKWAY EAST SUITE
    106
    BIRMINGHAM,AL35244
    NONE PC 2021 ALABAMA KIDNEY WALK 3,000
    ALABAMA POLICY INSTITUTE
    2213 MORRIS AVENUE FIRST FLOOR
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT 5,000
    ALABAMA SYMPHONY ORCHESTRA
    3621 SIXTH AVENUE S
    BIRMINGHAM,AL35222
    NONE PC 2021 MUSIC MEETS MEDICINE 45,000
    AMERICAN BASEBALL FOUNDATION
    833 ST VINCENTS DRIVE SUITE 205A
    BIRMINGHAM,AL35205
    NONE PC 2021 SUMMER CAMP (SAIL PROGRAM), 2020 STRATEGIC INITIATIVE, 2022 LEAD OFF DINNER 14,000
    AMERICAN CANCER SOCIETY
    1100 IRELAND WAY STE 300
    BIRMINGHAM,AL35205
    NONE PC 2020 MEMORIAL WILLIAM THOMAS MCCOWN, 2021 MEMORIAL GIFT JAMES E COPELAND, 2021 HOPE GALA, 2021 BLITZ OUT CANCER 5,400
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION - ALABAMA CHAPTER (AFSP)
    1034 MAIN STREET SUITE 319
    GARDENDALE,AL35071
    NONE PC 2021 HIKE FOR HOPE 2,000
    AMERICAN HEART ASSOCIATION
    1449 MEDICAL PARK DRIVE
    BIRMINGHAM,AL35213
    NONE PC 2021 HEART BALL 25,000
    AMERICAN RED CROSS - ALABAMA REGION
    700 CALDWELL TRACE
    BIRMINGHAM,AL35242
    NONE PC 2021 TORNADO RELIEF (N BIRMINGHAM), 2021 SOUND THE ALARM PROGRAM, 2021 TORNADO RELIEF (S BIRMINGHAM), 2021 HURRICANE IDA - GAS CARDS, DEC 2021 STORM RELIEF 44,000
    ATEAM MINISTRIES
    1809 OXMOOR ROAD
    HOMEWOOD,AL35209
    NONE PC 2021 HEART2HEART SPONSOR 5,000
    BANKS ACADEMY
    8301 8TH AVENUE SOUTH
    BIRMINGHAM,AL35206
    NONE PC 2021 PROGRAMMING SUPPORT 10,000
    BAPTIST HEALTH FOUNDATION
    1130 22ND ST SOUTH SUITE 3200
    BIRMINGHAM,AL35205
    NONE PC 2021 WINE, WOMEN AND SHOES 1,000
    BETTER BASICS
    1231 SECOND AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2020 URGENT FUNDING, 2021 PROGRAMMING SUPPORT (MATH INTERVENTION), 2022 LOVE FOR LITERACY 35,000
    BIG BROTHERS BIG SISTERS OF GREATER BIRMINGHAM
    1901 14TH AVENUE S
    BIRMINGHAM,AL35205
    NONE PC 2021 WORKPLACE PROGRAM 7,500
    BIRMINGHAM AIDS OUTREACH MAGIC CITY ACCEPTANCE
    205 32ND STREET SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2021 OPERATING SUPPORT, 2021 MAGIC CITY ACCEPTANCE ACADEMY 21,500
    BIRMINGHAM ATHLETIC PARTNERSHIP
    2150 RICHARD ARRINGTON JR BOULEVARD
    N
    BIRMINGHAM,AL35203
    NONE PC 2019 RENEWAL OF MULTI-YEAR OPERATING SUPPORT 25,000
    BIRMINGHAM BOTANICAL GARDENS
    2612 LANE PARK ROAD
    BIRMINGHAM,AL35223
    NONE PC 2021 ANTIQUES AT THE GARDENS 10,000
    BIRMINGHAM BUSINESS ALLIANCE
    505 20TH STREET NORTHSUITE 200
    BIRMINGHAM,AL35203
    NONE PC 2021 MAGIC CITY DATA COLLECTIVE 5,000
    BIRMINGHAM EDUCATION FOUNDATION
    PO BOX 55357
    BIRMINGHAM,AL35255
    NONE PC 2021 SAIL ADMIN, 2022 SAIL ADMINISTRATIVE 2,400
    BIRMINGHAM HISTORICAL SOCIETY
    PO BOX 321474
    BIRMINGHAM,AL35232
    NONE PC 2021 MEMBERSHIP 500
    BIRMINGHAM HOLOCAUST EDUCATION CENTER
    PO BOX 130805
    BIRMINGHAM,AL35213
    NONE PC CAPITAL CAMPAIGN, 2021 L'CHAIM 20,000
    BIRMINGHAM KIWANIS FOUNDATION
    KIWANIS CLUB OF BIRMINGHAM 2019 4TH
    AVENUE N
    BIRMINGHAM,AL35203
    NONE PC 2021 BHAM BUSINESS HALL OF FAME 1,000
    BIRMINGHAM LANDMARKS
    THE HISTORIC ALABAMA THEATRE LYRIC
    THEATRE OFFICE BUILDING 1817 THIRD
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT, 2019 RENOVATION RESTROOM FACILITIES 45,000
    BIRMINGHAM MUSEUM OF ART
    2000 REV ABRAHAM WOODS JR BLVD
    BIRMINGHAM,AL35203
    NONE PC 2021 MEMORIAL GIFT H. CORBIN DAY, SR., 2021 MUSEUM BALL, 2021 OPERATING SUPPORT 65,250
    BIRMINGHAM PROMISE INC
    1500 1ST AVENUE NORTH SUITE 145
    BIRMINGHAM,AL35203
    NONE PC 2021-2025 SCHOLARSHIP SUPPORT, 2021 STUDENT INTERN, 2021 UAB MVP AWARD 204,500
    BLUE STAR SALUTE FOUNDATION INC
    PO BOX 661
    CHELSEA,AL35043
    NONE PC 2021 WREATHS FOR VETERANS 5,000
    BOY SCOUTS OF AMERICA
    GREATER ALABAMA COUNCIL 516 LIBERTY
    PARKWAY
    BIRMINGHAM,AL35242
    NONE PC 2021 OPERATING AND EVENT FUNDING 50,000
    BREAKTHROUGH BIRMINGHAM
    1914 4TH AVENUE NORTH SUITE 330
    BIRMINGHAM,AL35203
    NONE PC 2020 UAB COMMUNITY CAPTAIN AWARD, 2021 SUMMER CAMP (SAIL PROGRAM), 2021-2022 OPERATING SUPPORT 31,000
    BREAST CANCER RESEARCH FOUNDATION OF ALABAMA
    PO BOX 531225
    BIRMINGHAM,AL35253
    NONE PC 2021 DRIVE OUT BREAST CANCER, 2021 GIFT IN HONOR OF EMPLOYEE, 2021 OPERATING SUPPORT 20,900
    BRIDGE BUILDERS ALABAMA
    2740 CENTRAL PARKWAY
    MONTGOMERY,AL36106
    NONE PC 2021 ASU MVP AWARD 1,000
    BUILD UP
    2301 AVENUE E
    BIRMINGHAM,AL35218
    NONE PC 2021 PROGRAM SUPPORT 25,000
    CAHABA RIVER SOCIETY
    2717 7TH AVENUE SOUTHSUITE 205
    BIRMINGHAM,AL35233
    NONE PC 2021 OPERATING SUPPORT 5,000
    CAHABA VALLEY HEALTH CARE
    1515 6TH AVENUE SOUTH COOPER GREEN
    BUILDING 7TH FLOOR
    BIRMINGHAM,AL35233
    NONE PC 2021 OPERATING SUPPORT 5,000
    CHILDCARE RESOURCES
    244 WEST VALLEY AVENUE SUITE 200
    BIRMINGHAM,AL35209
    NONE PC 2021 FAIRY TALE BALL 5,000
    CHILDREN FIRST ALLIANCE OF ALABAMA INC
    PO BOX 5248
    MONTGOMERY,AL36104
    NONE PC 2021 ASU MVP AWARD 1,000
    CHILDREN'S AID SOCIETY
    2141 14TH AVENUE SOUTH
    BIRMINGHAM,AL35205
    NONE PC 2021 OPERATING SUPPORT, 2022 OPERATING SUPPORT 100,000
    CHILDREN'S HARBOR INC
    1 OUR CHILDRENS HIGHWAY
    ALEXANDER CITY,AL350108620
    NONE PC 2021 UAB MVP AWARD 1,000
    CHILDREN'S OF ALABAMA
    1600 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2020-2021 CHIPS SUPPORT, 2021 CHILDREN'S BALL, 2021 TRICK OR TREAT CELEBRATION 50,500
    COLLAT JEWISH FAMILY SERVICES
    3940 MONTCLAIR ROAD SUITE 205
    BIRMINGHAM,AL35213
    NONE PC 2021 EVENT SUPPORT 5,000
    COMMUNITY AFFAIRS COMMITTEE (CAC)
    413 MAPLE AVENUE
    BIRMINGHAM,AL35214
    NONE PC MLK RECEPTION AND BREAKFAST 5,000
    COMMUNITY FOOD BANK OF CENTRAL ALABAMA
    107 WALTER DAVIS DRIVE
    BIRMINGHAM,AL35209
    NONE PC 2021 MEMORIAL GIFT MARIE TORTORICI 100
    COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
    2100 FIRST AVE N STE 700
    BIRMINGHAM,AL35203
    NONE PC 2021 LGBTQ COMMUNITY ASSISTANCE 5,000
    COMMUNITY GRIEF SUPPORT SERVICE
    1119 OXMOOR ROAD
    BIRMINGHAM,AL35209
    NONE PC 2021 PROGRAMMING AND EVENT SUPPORT 3,000
    CORNERSTONE SCHOOLS OF ALABAMA
    PO BOX 320309
    BIRMINGHAM,AL35232
    NONE PC 2021 OPERATING SUPPORT 70,000
    CREATE BIRMINGHAM
    310 18TH STREET N SUITE 303
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT 15,000
    CROSSROAD BAPTIST CHURCH
    744 DEE HENDRIX ROAD
    HUEYTOWN,AL35023
    NONE PC 2021 MEMORIAL GIFT VALERIE B WICKS 100
    DESERT ISLAND SUPPLY COMPANY (DISCO)
    5500 FIRST AVENUE NORTH
    BIRMINGHAM,AL35212
    NONE PC 2021 PROGRAMMING SUPPORT 5,000
    DUCHESNE SOCIETY
    MARYVILLE UNIVERSITY 650 MARYVILLE
    UNIVERSITY DRIVE
    ST LOUIS,MO63141
    NONE PC 2021 ACTUARIAL SCHOLARSHIP PROGRAM 2,500
    EASTER SEALS OF THE BIRMINGHAM AREA
    529 BEACON PARKWAY WEST SUITE 214
    BIRMINGHAM,AL35209
    NONE PC 2021 OPERATING SUPPORT 500
    FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS INC (FOCUS)
    603 PARK POINT DRIVE SUITE 200
    GOLDEN,CO80401
    NONE PC 2021 MEMORIAL GIFT MARIE MCCARTHY 100
    FIREHOUSE MINISTRIES
    PO BOX 11722
    BIRMINGHAM,AL35202
    NONE PC 2021 MEMORIAL GIFT LEE ANN PETTY 100
    FIRST BAPTIST CHURCH PELHAM
    2867 PELHAM PARKWAY
    PELHAM,AL35124
    NONE PC 2021 MEMORIAL GIFT FRANCES ENGLISH 100
    FIRST LIGHT
    2230 4TH AVE NORTH
    BIRMINGHAM,AL35203
    NONE PC 2021 VIRTUAL FIRST LIGHT GALA 5,000
    FOOTBALL CLUB OF BIRMINGHAM YOUTH - FC BIRMINGHAM
    PO BOX 306
    FULTONDALE,AL35068
    NONE PC 2021 OPERATING SUPPORT 1,000
    FOUNDATIONS EARLY LEARNING & FAMILY CENTER
    PO BOX 131092
    BIRMINGHAM,AL35213
    NONE PC 2021 OPERATING SUPPORT 5,000
    FRESHWATER LAND TRUST
    2308 1ST AVENUE N
    BIRMINGHAM,AL35203
    NONE PC 2021 GIFT IN HONOR OF EMPLOYEE, 2021 SUPPORT 10,500
    FRIENDS OF CYSTIC FIBROSIS (CYSTIC FIBROSIS - ALABAMA CHAPTER)
    217 COUNTRY CLUB PARK 432
    BIRMINGHAM,AL35213
    NONE PC 2021 OPERATING EXPENSES 1,500
    GIRLS INCORPORATED OF CENTRAL ALABAMA
    PO BOX 130729
    BIRMINGHAM,AL35213
    NONE PC 2021 PROGRAMMING SUPPORT 2,000
    GRACE KLEIN COMMUNITY
    1678 MONTGOMERY HIGHWAY 104
    BIRMINGHAM,AL35216
    NONE PC 2021 UAB MVP AWARD 6,000
    GREATER BIRMINGHAM HABITAT FOR HUMANITY
    PO BOX 540
    FAIRFIELD,AL35064
    NONE PC PROTECTING GOOD HOME RENO STADIUM NEIGHBORHOODS, 2021 OPERATING SUPPORT 20,000
    HEART GALLERY OF ALABAMA
    3100 INDEPENDENCE DR SUITE 200
    BIRMINGHAM,AL35209
    NONE PC 2021 OPERATING SUPPORT 10,000
    HUDSONALPHA INSTITUTE FOR BIOTECHNOLOGY
    601 GENOME WAY
    HUNTSVILLE,AL35806
    NONE PC 2021 MVP AWARD (ALABAMA A AND M) 1,000
    I SEE ME INC
    2101 6TH AVE N SUITE 700
    BIRMINGHAM,AL35203
    NONE PC 2021 MAGIC CITY CLASSIC COMMUNITY CAPTAIN AWARD 5,000
    IGNITE ALABAMA
    928 46TH STREET ENSLEY
    BIRMINGHAM,AL35208
    NONE PC 2021 PROGRAMMING SUPPORT 20,000
    IMPACT ALABAMA
    1901 6TH AVENUE N SUITE 2400
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT 10,000
    INNOVATE BIRMINGHAM
    1500 1ST AVE N 73
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT 25,000
    INNOVATION DEPOT
    1500 1ST AVENUE NORTH
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT, 2021 VELOCITY ACCELERATOR 88,333
    INTERNATIONAL ASSOCIATION OF CULINARY PROFESSIONALS (IACP)
    4625 ALEXANDER DRIVE SUITE 215
    ALPHARETTA,GA300223721
    NONE PC 2021 INTERNATIONAL ASSOC CULINARY PROF ANNUAL AWARD EVENT 20,000
    JEFFERSON STATE COMMUNITY COLLEGE
    2601 CARSON ROAD
    BIRMINGHAM,AL35215
    NONE PC 2020 NICHOLAS CARLISLE UAB COMMUNITY CAPTAIN AWARD 700
    JONES VALLEY TEACHING FARM
    701 25TH STREET NORTH
    BIRMINGHAM,AL35203
    NONE PC 2021 CULINARY SERIES SPONSOR, 2021 TWILIGHT SUPPER, 2019 CAPITAL CAMPAIGN 76,250
    JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM INC
    PO BOX 19307
    BIRMINGHAM,AL35219
    NONE PC 2021 ANNUAL SUPPORT 20,000
    JUNIOR LEAGUE OF BIRMINGHAM
    2212 20TH AVENUE S
    BIRMINGHAM,AL35223
    NONE PC 2021 CORPORATE SPONSORSHIP 2,500
    JUNIOR UNITED NATIONS ASSEMBLY OF ALABAMA (JUNA)
    106 CRESTVIEW DR
    BIRMINGHAM,AL35213
    NONE PC 2022 PROGRAMMING SUPPORT 2,000
    JUVENILE DIABETES RESEARCH FOUNDATION - MO & KS
    215 WEST PERSHING ROAD SUITE 300
    KANSAS CITY,MO64108
    NONE PC 2021 MEMORIAL GIFT SANDRA L. STRAIGHT 100
    KING'S HOME
    PO BOX 162
    CHELSEA,AL35043
    NONE PC 2021 OPERATING SUPPORT 25,000
    LEADERSHIP ALABAMA
    PO BOX 131394
    BIRMINGHAM,AL35213
    NONE PC 2021 CORPORATE SPONSORSHIP, 2021-2022 LEADERSHIP AL CLASS TUITION LT GRANT 14,250
    LEADERSHIP BIRMINGHAM
    PO BOX 2641
    BIRMINGHAM,AL35291
    NONE PC 2021 OPERATING SUPPORT, 2021-2022 TUITION PHIL PASSAFIUME 11,750
    LEGACY PREP CHARTER SCHOOL
    1500 DANIEL PAYNE
    BIRMINGHAM,AL35214
    NONE PC 2021 OPERATING SUPPORT 15,000
    LEGAL SERVICES ALABAMA
    PO BOX 20787
    MONTGOMERY,AL36120
    NONE PC 2021 OPERATING SUPPORT 15,000
    LES DAMES D'ESCOFFIER - BIRMINGHAM CHAPTER
    2810 3RD AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2021 CHAMPAGNE AND FRIED CHICKEN 2,500
    LIBERTY LEARNING FOUNDATION
    3414 GOVERNORS DRIVE SW SUITE 215
    HUNTSVILLE,AL35805
    NONE PC 2021 A AND M MVP AWARD 1,000
    LIFELINE CHILDREN'S SERVICES
    100 MISSIONARY RIDGE
    BIRMINGHAM,AL35242
    NONE PC 2021 PROGRAMMING SUPPORT 2,500
    MARCH OF DIMES ALABAMA CHAPTER
    3500 BLUE LAKE DRICE SUITE 198
    BIRMINGHAM,AL35243
    NONE PC 2021 PROGRAMMING SUPPORT 5,000
    MIKE SLIVE FOUNDATION
    PO BOX 530748
    BIRMINGHAM,AL35253
    NONE PC 2021 BEYOND BLUE EVENT 5,000
    MITCHELL'S PLACE
    4778 OVERTON ROAD
    BIRMINGHAM,AL35210
    NONE PC 2021 PROGRAMMING SUPPORT 5,000
    MOMENTUM
    2821 2ND AVENUE PEPPER PLACE SUITE
    B-1
    BIRMINGHAM,AL35233
    NONE PC 2021 UPWARD CLASS TUITION ALICJA FOKSINSKA, 2021 UPWARD CLASS TUITION BRITTANY KNOX, 2021 EXECUTIVE CLASS TUITION FELICIA LEE, 2022 UPWARD CLASS TUITION MARGARET SCHNEIDER, 2022 SPONSORSHIP, 2022 UPWARD CLASS TUITION K PIAZZA 42,500
    MUSCULAR DYSTROPHY ASSOCIATION
    700 CENTURY PARK SOUTH SUITE 225
    BIRMINGHAM,AL35226
    NONE PC 2021 TOAST TO LIFE GALA (VIRTUAL) 7,500
    MUSCULAR DYSTROPHY ASSOCIATION - CHICAGO
    PO BOX 7410354
    CHICAGO,IL606740354
    NONE PC ED MORSE GOLF TOURNAMENT 25TH ANNIVERSARY 5,000
    MUSCULAR DYSTROPHY ASSOCIATION - SOUTH FLORIDA CHAPTER
    550 FAIRWAY DRIVE STE 201
    DEERFIELD BEACH,FL33441
    NONE PC ED MORSE GOLF FUNDRAISER 25TH 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    ALABAMA - MISSISSIPPI CHAPTER 2200
    WOODCREST PLACE SUITE 230
    BIRMINGHAM,AL35209
    NONE PC 2020 LEGACY OF LEADERSHIP G HALL, 2021 LEGACY OF LEADERSHIPM DAVIS 15,000
    NATIONAL VETERANS DAY
    PO BOX 642
    BIRMINGHAM,AL35201
    NONE PC 2021 NATIONAL VETERANS DAY PARADE 2,500
    NEW SCHOOLS FOR ALABAMA
    2 20TH ST N SUITE 1315
    BIRMINGHAM,AL35203
    NONE PC SHARED SERVICES FOR CHARTER SCHOOLS 40,000
    OASIS COUNSELING FOR WOMEN AND CHILDREN
    1900 14TH AVENUE SOUTH
    BIRMINGHAM,AL35205
    NONE PC 2021 OASIS OF HOPE 10,000
    ONE PLACE METRO ALABAMA FAMILY JUSTICE CENTER
    PO BOX 59812
    BIRMINGHAM,AL352590812
    NONE PC 2021 JLB COMMUNITY OF LIGHTS CAMPAIGN, 2021 UAB MVP AWARD 6,000
    OPERA BIRMINGHAM
    3601 6TH AVENUE SOUTH
    BIRMINGHAM,AL35222
    NONE PC 2021 INITIATIVE OF INCLUSION 5,000
    PARKINSON ASSOCIATION OF ALABAMA INC
    PO BOX 590146
    BIRMINGHAM,AL35259
    NONE PC 2021 EVENT SPONSORSHIPS - BARONS GAME FUNDRAISER AND COCKTAIL DINNER 2,500
    POWER OF LIFE FOUNDATION
    PO BOX 5603 C/O LANE HARPER
    BIRMINGHAM,AL35207
    NONE PC 2021 BACK TO SCHOOL GIVEAWAY, THANKSGIVING GIVEAWAY BESSEMER 3,100
    PRESCHOOL PARTNERS
    4447 MONTEVALLO ROAD
    BIRMINGHAM,AL35213
    NONE PC 2021 OPERATING SUPPORT, 2021 RENDEZVOUS AT THE ZOO 40,000
    PROJECT CORPORATE LEADERSHIP
    PO BOX 26673
    BIRMINGHAM,AL35260
    NONE PC 2020-2021 CLASS TUITION LORI DIXON, 2021-2022 CLASS TUITION KNIGHTEN AND BURROUGHS 4,500
    PROSPER BIRMINGHAM
    505 20TH STREET NORTH SUITE 200
    BIRMINGHAM,AL35203
    NONE PC OPERATING SUPPORT 2021 - 2022 100,000
    PROSTART ACADEMY
    514 BRISTOL LANE
    BIRMINGHAM,AL35226
    NONE PC 2021 CELEBRITY GOLF TOURNAMENT 1,000
    PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA (PARCA)
    PO BOX 293931 SAMFORD UNIVERSITY
    BIRMINGHAM,AL35229
    NONE PC 2021 PROGRAMMING SUPPORT 15,000
    RAILROAD PARK FOUNDATION
    PO BOX 13691
    BIRMINGHAM,AL35202
    NONE PC 2021 PICNIC IN THE PARK 50,000
    RALEIGH'S PLACE
    346 COUNTY ROAD 1028
    CLANTON,AL35046
    NONE PC 2021 OPERATING SUPPORT 750
    RED MOUNTAIN GRACE
    2120 16TH AVENUE SOUTH SUITE 300R
    BIRMINGHAM,AL35205
    NONE PC 2021 WIDESPREAD GRACE 1,000
    RED MOUNTAIN THEATRE COMPANY (RMTC)
    PO BOX 278 2130 HIGHLAND AVENUE
    BIRMINGHAM,AL35201
    NONE PC 2019 CAPITAL CAMPAIGN, 2021-2022 SEASON SPONSORSHIP 90,000
    RENASCENCE INC
    215 CLAYTON STREET
    MONTGOMERY,AL36104
    NONE PC 2021 MVP AWARD 1,000
    RESTORATION ACADEMY
    4600 CARNEGIE AVENUE PO BOX 30
    FAIRFIELD,AL35064
    NONE PC 2021 UPDATED MATH CURRICULUM 7,500
    REV BIRMINGHAM
    PO BOX 320637
    BIRMINGHAM,AL35232
    NONE PC 2021 OPERATING SUPPORT 20,000
    RIVERS OF RECOVERY INC
    PO BOX 22326
    EAGAN,MN55122
    NONE PC CONGRESSIONAL RECEPTION AND AUCTION 5,000
    ROBERT E REED GASTROINTESTINAL ONCOLOGY RESEARCH FOUNDATION
    P O BOX 530186
    BIRMINGHAM,AL35253
    NONE PC 2021 FINISH THE FIGHT SPONSORSHIP 2,500
    RONALD MCDONALD HOUSE CHARITIES OF ALABAMA INC
    1700 4TH AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2021 OPERATING AND HEART OF HOUSE 15,000
    RONALD MCDONALD HOUSE CHARITIES OF ST LOUIS
    3450 PARK AVENUE
    ST LOUIS,MO63104
    NONE PC 2021 SCRAMBLE FOR CHARITY GOLF TOURNAMENT 3,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    NONE PC 2021 MEMORIAL GIFT GERALD L HEATON 100
    SHEPHERD'S FOLD INC
    PO BOX 2084
    BIRMINGHAM,AL35206
    NONE PC 2021 GENERAL SUPPORT 1,000
    SILVER GLOVEZ
    647 25TH PL N
    BIRMINGHAM,AL35203
    NONE PC 2021 PROGRAMMING SUPPORT, 2021 MVP AWARD 7,000
    SLOSS FURNACES FOUNDATION
    20 32ND STREET NORTH
    BIRMINGHAM,AL35222
    NONE PC ANNUAL IACP AWARD EVENT 5,000
    SMILE-A-MILE
    1600 2ND AVENUE SOUTH
    BIRMINGHAM,AL35233
    NONE PC 2021 RED NOSE BALL 5,000
    SOCIETY FOR AMERICAN BASEBALL RESEARCH INC (SABR)
    555 N CENTRAL AVENUE SUITE 416
    PHOENIX,AZ85004
    NONE PC 2021 SABR JERRY MALLOY NEGRO BASEBALL EVENT 3,500
    SOCIETY OF ST VINCENT DE PAUL
    1125 BANK STREET
    CINCINNATI,OH45214
    NONE PC FOOD FROM THE HEART, 2021 ANNUAL CORPORATE SPONSORSHIP 85,000
    SOUTHERN ENVIRONMENTAL CENTER
    BIRMINGHAM-SOUTHERN COLLEGE 900
    ARKADELPHIA ROAD / PO BOX 549043
    BIRMINGHAM,AL35254
    NONE PC 2022 DARTER FEST 1,000
    SPECIAL EQUESTRIANS INC
    1215 WOODWARD DRIVE
    INDIAN SPRINGS,AL35124
    NONE PC 2021 OPERATING SUPPORT 5,000
    SPRING VALLEY SCHOOL
    2701 SYDNEY DRIVE
    BIRMINGHAM,AL35211
    NONE PC 2021 GENERAL SUPPORT 10,000
    STAIR (START THE ADVENTURE IN READING)
    3703 5TH AVENUE SOUTH SUITE 400
    BIRMINGHAM,AL35222
    NONE PC 2021 PROGRAMMING SUPPORT 5,000
    STUDIO BY THE TRACKS
    P O BOX 101144
    BIRMINGHAM,AL352106144
    NONE PC 2021 ART FROM THE HEART 500
    THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS
    1700 29TH COURT SOUTH
    BIRMINGHAM,AL35209
    NONE PC CAPITAL CAMPAIGN 5 YEARS 27,500
    THE BIRMINGHAM ZOO
    2630 CAHABA ROAD
    BIRMINGHAM,AL35223
    NONE PC PHILLIPS ACADEMY HONOR STUDENT AWARDS, 2021 CORPORATE PARTNER, 2020 OPERATING FUNDS - EMERGENCY FUNDS, 2021 FAMILY MEMBERSHIPS 127,000
    THE EXCEPTIONAL FOUNDATION
    1616 OXMOOR ROAD
    HOMEWOOD,AL35209
    NONE PC 2021 OPERATING SUPPORT IN LIEU OF COOK-OFF, 2022 CHILI COOKOFF SPONSOR 10,000
    THE FOUNDRY MINISTRIES
    PO BOX 824
    BESSEMER,AL35021
    NONE PC 2021 OPERATING SUPPORT 10,000
    THE HISPANIC INTEREST COALITION OF ALABAMA (HICA)
    PO BOX 190299
    BIRMINGHAM,AL35219
    NONE PC 2021 SPEAKER GIFT 1,000
    THE HOPE INSTITUTE
    PO BOX 530491
    MOUNTAIN BROOK,AL35253
    NONE PC 2021 HOPE LEADERSHIP ACADEMY 40,000
    THE JUDGE FRANK M JOHNSON JR INSTITUTE
    PO BOX 100
    MONTGOMERY,AL36101
    NONE PC 2021 SUPPORT 10,000
    THE LEUKEMIA & LYMPHOMA SOCIETY - ALABAMAGULF COAST
    3500 BLUE LAKE DRIVE SUITE 225
    BIRMINGHAM,AL35243
    NONE PC 2021 LIGHT THE NIGHT EVENT 3,500
    THE LITERACY COUNCIL
    2301 1ST AVENUE NORTH SUITE 102
    BIRMINGHAM,AL35203
    NONE PC 2021 OPERATING SUPPORT 10,000
    THE MCWANE SCIENCE CENTER
    200 19TH STREET NORTH
    BIRMINGHAM,AL35203
    NONE PC 2020 OPERATING FUNDS 40,000
    THE NEWCOMEN SOCIETY OF ALABAMA
    505 20TH STREET NORTH SUITE 200
    BIRMINGHAM,AL35203
    NONE PC 2021 NEWCOMEN DINNER 2,500
    THE ROTARACT CLUB OF BIRMINGHAM - FOUNDATION
    PO BOX 13798
    BIRMINGHAM,AL35202
    NONE PC 2021 PROGRAMMING SUPPORT, 2022 FOUNDATION BALL 10,000
    THE UNIVERSITY OF ALABAMA - BLACKBURN INSTITUTE
    BOX 870167
    TUSCALOOSA,AL35487
    NONE PC 2021 ADVISORY BOARD DUES F LASSITER, 2020 ADVISORY BOARD DUES FRANK LASSITER, 2017 ADDITIONAL FUNDING FOR ESTABLISHED ENDOWMENT 32,000
    THE VIRGINIA SAMFORD THEATRE AND THE METROPOLITAN ARTS CENTER
    1116 SOUTH 26TH STREET
    BIRMINGHAM,AL35205
    NONE PC 2021 OPERATING SUPPORT 5,000
    THE WOMEN'S FUND OF GREATER BIRMINGHAM
    2201 5TH AVENUE SUITE 110
    BIRMINGHAM,AL35233
    NONE PC 2021 UNLEASHED A PHILANTHROPARTY (FORMERLY SMARTY PARTY) 10,000
    THREE HOTS AND A COT
    300 81ST STREET S
    BIRMINGHAM,AL35206
    NONE PC 2021 OPERATING SUPPORT 5,000
    TRIUMPH SERVICES
    1025 23RD STREET SOUTHSUITE 300
    BIRMINGHAM,AL35205
    NONE PC 2021 OPERATING SUPPORT 5,000
    US SPACE & ROCKET CENTER EDUCATION FOUNDATION
    ONE TRANQUILITY BASE
    HUNTSVILLE,AL35805
    NONE PC 2021 A AND M MVP AWARD 1,000
    UAB - LIVE HEALTH SMART
    1717 11TH AVE S
    BIRMINGHAM,AL35294
    NONE PC 2021 OPERATING PARTNERSHIP 76,045
    UAB ATHLETICS FOUNDATION
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC 2016 CAPITAL CAMPAIGN FOR THE ATHLETIC FACILITIES 100,000
    UAB COLLAT SCHOOL OF BUSINESS
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC 2021 ACCOUNTING SCHOLARSHIPS 3,000
    UAB LONGEVITY CENTER
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC LONGEVITY CENTER CHAIR, INNOVATION FUND AND SYMPOSIUM 800,000
    UAB NURSING SCHOOL
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC 2021 NO SHOW BALL 5,000
    UAB O'NEAL COMPREHENSIVE CANCER CENTER
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC 2021 ARTBLINK 25,000
    UAB-VISUAL & PERFORMING ARTS CENTER - PREV ALYS STEPHENS CENTER
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC 2021 OPERATING SUPPORT 15,000
    UNCF (FORMERLY THE UNITED NEGRO COLLEGE FUND)
    601 19TH STREET NORTH CENTENNIAL
    PLACE 2ND FLOOR
    BIRMINGHAM,AL35203
    NONE PC 2021 MAYOR'S MASKED BALL 10,000
    UNITED ABILITY
    100 OSLO CIRCLE
    BIRMINGHAM,AL35211
    NONE PC 2021 OPERATING SUPPORT 15,000
    UNITED WAY OF CENTRAL ALABAMA
    PO BOX 320189
    BIRMINGHAM,AL352320189
    NONE PC 2021 CORPORATE GIFT 43,334
    UNITED WAY OF METRO CHICAGO
    333 SOUTH WABASH AVENUE 30TH FLOOR
    CHICAGO,IL60604
    NONE PC 2021 HOLIDAY MEAL DRIVE THRU 1,000
    URSULA SMITH DANCE ORGANIZATION
    5841 COLONY LANE
    BIRMINGHAM,AL35226
    NONE PC 2021 AT RISK STUDENT PROGRAMS 1,500
    VESTAVIA HILLS CITY SCHOOLS FOUNDATION
    PO BOX 660483
    VESTAVIA HILLS,AL35266
    NONE PC 2021 DINNER AND DIAMONDS SPONSORSHIP, 2022 DINNER AND DIAMONDS 1,750
    VIETNAM VETERANS MEMORIAL FUND
    1235 S CLARK STREET SUITE 910
    ARLINGTON,VA22202
    NONE PC 2021 MEMORIAL GIFT RICHARD MUELLER JR 100
    VULCAN PARK AND MUSEUM
    1701 VALLEY VIEW DRIVE
    BIRMINGHAM,AL35209
    NONE PC 2021 WORK PROJECT SUPPORT (STEWARDSHIP SOUTH), 2021 CORPORATE MEMBERSHIP 52,000
    WASHINGTON LEGAL FOUNDATION
    2009 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
    NONE PC 2021 OPERATING SUPPORT 5,000
    WE INC (PREVIOUSLY WORKSHOPS INC)
    4244 3RD AVENUE SOUTH
    BIRMINGHAM,AL35222
    NONE PC 2021 BAKE OFF EVENT AND NEW PRODUCT SUPPORT 15,000
    WOODLAWN FOUNDATION
    5529 1ST AVENUE SOUTH
    BIRMINGHAM,AL35212
    NONE PC 2021 SUNDAY SUPPER, 2020 PLEDGE TO I3 103,000
    YMCA OF GREATER BIRMINGHAM
    2101 4TH AVENUE NORTH
    BIRMINGHAM,AL35203
    NONE PC 2022 SUMMER CAMP (SAIL PROGRAM) 3,300
    YOUTHSERVE INC
    2717 7TH AVENUE SUITE 105
    BIRMINGHAM,AL35233
    NONE PC 2022 STUDENT SERVICE AWARDS 15,000
    YWCA CENTRAL ALABAMA
    309 N 23RD STREET NORTH
    BIRMINGHAM,AL35203
    NONE PC 2021 PURSE AND PASSION, 2022 PURSE AND PASSION 20,000
    CASE WESTERN RESERVE UNIVERSITY
    STUDENT FINANCIAL SERVICES 10900
    EUCLID AVENUE YOST HALL ROOM 143
    CLEVELAND,OH44106
    NONE PC PLF SCHOLAR - EMILY CRAIG 1,000
    ALABAMA A&M UNIVERSITY
    CASHIERS OFFICE 105 LR PATTON
    NORMAL,AL35762
    NONE PC PLF SCHOLAR - SAMANTHA L HARRIS 2,500
    AUBURN UNIVERSITY
    OFFICE OF STUDENT FINANCIAL
    SERVICES 203 MARY MARTIN HALL
    AUBURN,AL368495119
    NONE PC PLF SCHOLAR - AVERY B POWELL, PLF SCHOLAR - FRANK T. DONZE 3,500
    AUBURN UNIVERSITY
    OFFICE OF UNIVERSITY SCHOLARSHIPS
    EXTERNAL SCHOLARSHIPS 108 MARY MART
    AUBURN UNIVERSITY,AL368495119
    NONE PC PLF SCHOLAR - MARY WALTON BLOMELEY 2,500
    BEREA COLLEGE
    STUDENT FINANCIAL AID OFFICE 101
    CHESTNUT STREET CPO 2172
    BEREA,KY40404
    NONE PC PLF SCHOLAR - APRIL M "XEO" JENKINS 201
    BIRMINGHAM-SOUTHERN COLLEGE
    BURSARS OFFICE BOX 549040
    BIRMINGHAM,AL35254
    NONE PC PLF SCHOLAR - NOLAN G RIDLEHOOVER 1,000
    BROWARD COLLEGE
    NORTH CAMPUS CASHIERS OFFICE 1000
    COCONUT CREEK BLVD
    COCONUT CREEK,FL33066
    NONE PC PLF SCHOLAR - VANESSA M WALKER 1,455
    CLEMSON UNIVERSITY
    G-08 SIKES HALL BOX 345307
    CLEMSON,SC29634
    NONE PC PLF SCHOLAR - REAGAN C. MOODY 2,500
    DEPAUL UNIVERSITY
    STUDENT FINANCIAL ACCOUNTS 1 E
    JACKSON BLVD SUITE 9100
    CHICAGO,IL60604
    NONE PC PLF SCHOLAR - MAKAYLA ODA 2,500
    GEORGIA INSTITUTE OF TECHNOLOGY
    LYMAN HALL SUITE 111 225 NORTH
    AVENUE
    ATLANTA,GA30332
    NONE PC PLF SCHOLAR - ROHAN A SHIRUR 1,000
    JACKSONVILLE STATE UNIVERSITY
    OFFICE OF STUDENT ACCOUNTS 700
    PELHAM ROAD NORTH
    JACKSONVILLE,AL36265
    NONE PC PLF SCHOLAR - LEILA J PRICE 2,500
    KENT STATE UNIVERSITY
    ATTN BURSARS OFFICE PO BOX 5190
    KENT,OH442420001
    NONE PC PLF SCHOLAR - OLIVIA J. ALEXANDER 2,500
    LAWSON STATE COMMUNITY COLLEGE
    BESSEMER CAMPUS 1100 NINTH AVENUE
    SW
    BESSEMER,AL35022
    NONE PC PLF SCHOLAR - ANGELICA PRESSWOOD 1,129
    NORTHERN ILLINOIS UNIVERSITY
    FINANCIAL AID AND SCHOLARSHIPS SWEN
    PARSON 245
    DEKALB,IL60115
    NONE PC PLF SCHOLAR - TREVIS V JONES 1,250
    NORTHWESTERN UNIVERSITY
    UNDERGRADUATE FINANCIAL AID 1801
    HINMAN AVENUE 2ND FLOOR
    EVANSTON,IL60208
    NONE PC PLF SCHOLAR - LAUREN XIE, PLF SCHOLAR - WILLIAM XIE 5,000
    POMEROY COLLEGE OF NURSING
    OFFICE OF FINANCIAL AID 736 IRVING
    AVENUE
    SYRACUSE,NY13210
    NONE PC PLF SCHOLAR - MACKENZIE T SALANGER 2,500
    SALVE REGINA UNIVERISTY
    100 OCHRE POINT AVENUE ROOM 310
    OCHRE COURT
    NEWPORT,RI028404192
    NONE PC PLF SCHOLAR - ABBY J. HUDGINS, PLF SCHOLAR - JENNA J. HUDGINS 5,000
    SOUTHERN ILLINOIS UNIVERSITY
    STUDENT SERVICES BUILDING 2ND FLOOR
    1263 LINCOLN DRIVE MC 4704
    CARBONDALE,IL62901
    NONE PC PLF SCHOLAR - REBBECCA J FRYE 2,500
    TENNESSEE STATE UNIVERSITY
    OFFICE OF THE BURSAR 3500 JOHN A
    MERRITT BLVD BOX 9621
    NASHVILLE,TN372091561
    NONE PC PLF SCHOLAR - RAYVEN N SMITH 2,500
    THE UNIVERSITY OF ALABAMA
    STUDENT ACCOUNT SERVICES BOX 870120
    105 STUDENT SERVICES BUILDING
    TUSCALOOSA,AL35487
    NONE PC PLF SCHOLAR - WILLIAM E FARQUHAR, PLF SCHOLAR - JAMES HABERLAND, PLF SCHOLAR - MAKENZIE JOHNSON, PLF SCHOLAR - MATTHEW R STEWART, PLF SCHOLAR - KATHERINE AMBERSON, PLF SCHOLAR - RICHARD H. CATER 12,687
    THE UNIVERSITY OF ALABAMA IN HUNTSVILLE
    OFFICE OF THE BURSAR STUDENT SVCS
    BLDG ROOM 123
    HUNTSVILLE,AL35899
    NONE PC PLF SCHOLAR - HARRISON R. HORTON 3,394
    TROY UNIVERSITY
    STUDENT FINANCIAL SERVICES 155
    ADAMS ADMINISTRATION BLDG
    TROY,AL36082
    NONE PC PLF SCHOLAR - TRALYN L BALL, PLF SCHOLAR - MASON T BENTLEY 5,000
    THE UNIVERSITY OF ALABAMA AT BIRMINGHAM
    1720 2ND AVENUE SOUTH
    BIRMINGHAM,AL35294
    NONE PC PLF SCHOLAR - AMY YANG, PLF SCHOLAR - SYDNEY K TAYLOR, PLF SCHOLAR - KELSI B. GOODWIN, PLF SCHOLAR - PAYTON D. PARRISH 7,000
    UNIVERSITY OF CENTRAL FLORIDA
    REGISTRARS OFFICE PO BOX 160114
    ORLANDO,FL328160114
    NONE PC PLF SCHOLAR - BEIJA HERNDON 1,296
    UNIVERSITY OF CINCINNATI
    OFFICE OF THE BURSAR PO BOX 210140
    CINCINNATI,OH452210140
    NONE PC PLF SCHOLAR - MAXWELL ROBERTO-BAILEY 2,500
    UNIVERSITY OF COLORADO
    BOULDER OFFICE OF FINANCIAL AID
    ATTN SCHOLARSHIP SERVICES 77UCB
    BOULDER,CO803090077
    NONE PC PLF SCHOLAR - ABBEY E. PARKES, PLF SCHOLAR - CONNOR W. PARKES 5,000
    UNIVERSITY OF COLORADO BOULDER
    BURSARS OFFICE OCM 41 UCB 2055
    REGENT DRIVE ROOM 175
    BOULDER,CO803090041
    NONE PC PLF SCHOLAR - EZEKIEL T CORTEZ 2,500
    UNIVERSITY OF FLORIDA
    OFFICE OF STUDENT FINANCIAL AID
    SCHOLARSHIPS ATTN DISBURSEMENTS PO
    GAINESVILLE,FL326114025
    NONE PC PLF SCHOLAR - BAILEE L ROBINSON 2,500
    UNIVERSITY OF NORTH CAROLINA
    GREENSBORO STUDENT ACCOUNTS OFFICE
    BOX 26171
    GREENSBORO,NC274026171
    NONE PC PLF SCHOLAR - ALYSSA A HACKETT 1,000
    UNIVERSITY OF PHEONIX
    ATTN CENTER FOR SCHOLARSHIP
    EXCELLENCE PO BOX 52125
    PHOENIX,AZ85082
    NONE PC PLF SCHOLAR - MAKENZI N. WAKITSCH 2,500
    UNIVERSITY OF SOUTH ALABAMA
    OFFICE OF SCHOLARSHIP SERVICES
    MEISLER HALL 1225 390 STUDENT CENTE
    MOBILE,AL366880002
    NONE PC PLF SCHOLAR - EMILY H. EHRBAR 2,500
    UNIVERSITY OF THE ARTS
    320 S BROAD STREET
    PHILADELPHIA,PA19102
    NONE PC PLF SCHOLAR - JENNESA E LINCKE 2,500
    UNIVERSITY OF WYOMING
    1000 E UNIVERSITY AVE
    LARAMIE,WY82071
    NONE PC PLF SCHOLAR - DANIELLE LANDIS 2,500
    WILLIAM RAINEY HARPER COLLEGE
    1200 W ALGONQUIN ROAD ATTN BUSINESS
    OFFICE A214
    PALATINE,IL60067
    NONE PC PLF SCHOLAR - SAMANTHA J ZIMMERMAN 2,040
    Total .................................bullet 3a 4,032,689
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    PROTECTIVE LIFE FOUNDATION
     
    Employer identification number

    63-1129596
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    PROTECTIVE LIFE FOUNDATION
     
    Employer identification number
    63-1129596
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    PROTECTIVE LIFE CORPORATION
     
    2801 HIGHWAY 200 SOUTH
     
    BIRMINGHAM, AL35223

    $ 3,529,504


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    DAI-ICHI LIFE HOLDINGS INC
     
    13-1 YURAKUCHO 1-CHOME
     
    CHIYODAKU, TOKYO100-8411JA

    $ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    PROTECTIVE LIFE FOUNDATION
     
    Employer identification number

    63-1129596
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    PROTECTIVE LIFE FOUNDATION
     
    Employer identification number

    63-1129596
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 LegalFeesSchedule
    Name:
    PROTECTIVE LIFE FOUNDATION
    EIN:
    63-1129596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,093 0   0


    TY 2021 OtherDecreasesSchedule
    Name:
    PROTECTIVE LIFE FOUNDATION
    EIN:
    63-1129596
    Description Amount
    NON-DEDUCTIBLE MEALS & ENTERTAINMENT EXPENSES 5,027


    TY 2021 OtherExpensesSchedule
    Name:
    PROTECTIVE LIFE FOUNDATION
    EIN:
    63-1129596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 13,960 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PROTECTIVE LIFE FOUNDATION
    EIN:
    63-1129596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSOCIATION DUES 4,720 0   0