Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
PROTECTIVE LIFE FOUNDATION
 
% DAVID LOPER
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) 268-4431
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$652,775J 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) 4,261,000
2 Check right arrow.............
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)...  
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........ 4,261,000 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,940 0 0 5,940
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,975     18,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 20,068     20,068
22 Printing and publications.......... 7,957     7,957
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,931     28,931
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,871 0 0 81,871
25 Contributions, gifts, grants paid....... 3,756,433 3,756,433
26 Total expenses and disbursements. Add lines 24 and 25 3,838,304 0 0 3,838,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 422,696
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 242,562 652,775 652,775
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 242,562 652,775 652,775
Liabilities 17 Accounts payable and accrued expenses.......... 14,984 2,501
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 14,984 2,501
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 227,578 650,274
29 Total net assets or fund balances (see instructions)..... 227,578 650,274
30 Total liabilities and net assets/fund balances (see instructions). 242,562 652,775
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
227,578
2
Enter amount from Part I, line 27a .....................
2
422,696
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
650,274
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
650,274
Form 990-PF (2024)
Form 990-PF (2024)
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  
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 right arrow 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) 1 0
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  
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  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
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  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
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.Click to see list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowAL
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowN/A
14
The books are in care ofright arrowDAVID LOPER Telephone no.right arrow (205) 268-4431

Located atright arrowPO BOX 2606BirminghamAL ZIP+4right arrow35202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
David Loper EXECUTIVE DIRECTOR
40.0 		0 0 0
2801 HIGHWAY 280 SOUTH
Birmingham,AL35223
RICHARD J BIELEN PRESIDENT
0.5 		0 0 0
2801 HIGHWAY 280 SOUTH
Birmingham,AL35223
CHARLES D EVERS JR TREASURER
0.5 		0 0 0
2801 HIGHWAY 280 SOUTH
Birmingham,AL35223
FELICIA M LEE SECRETARY
0.5 		0 0 0
2801 HIGHWAY 280 SOUTH
Birmingham,AL35223
WENDY EVESQUE EVP & CHIEF HUMAN RESOURCES OF
5.0 		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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
651,398
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
651,398
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
651,398
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,771
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
641,627
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
32,081
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
32,081
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
0
b
Income tax for 2024. (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
32,081
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
32,081
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
32,081
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
3,838,304
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,838,304
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 32,081
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:2022, 2021, 2020  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,381,423
b From 2020...... 4,468,137
c From 2021...... 3,985,710
d From 2022...... 3,847,611
e From 2023...... 4,269,621
f Total of lines 3a through e ........ 20,952,502
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,838,304
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 32,081
e Remaining amount distributed out of corpus 3,806,223
5 Excess distributions carryover applied to 2024.    
(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 24,758,725
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,381,423
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		20,377,302
10 Analysis of line 9:
a Excess from 2020.... 4,468,137
b Excess from 2021.... 3,985,710
c Excess from 2022.... 3,847,611
d Excess from 2023.... 4,269,621
e Excess from 2024.... 3,806,223
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
David Loper
PO BOX 2606
BIRMINGHAM,AL35202
(205) 268-4431
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 (2024)
Form 990-PF (2024)
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

ALABAMA GIVING

4300 KENNESAW DRIVE
BIRMINGHAM,AL35213 		  PC MEMBERSHIP DUES 800

ALABAMA HOLOCAUST EDUCATION CENTER

FORMERLY BIRMINGHAM HOLOCAUST ED C
PO BOX 130805
BIRMINGHAM,AL35213 		  PC 2024 OPERATING SUPPORT 6,000

AG GASTON BOYS & GIRLS CLUB

PO BOX 3970
BIRMINGHAM,AL35208 		  PC AGGBGC PROJECT LEARN SUMMER 2024 15,000

A EDUCATION PARTNERSHIP

PO BOX 4433
MONTGOMERY,AL36103 		  PC INCREASING EDUCATIONAL EQUITY FOR ALABAMA STUDENTS 2024 25,000

ADDICTION PREVENTION COALITION

105 VULCAN ROAD
BIRMINGHAM,AL35209 		  PC 2025 PREVENTION FIRST 10,000

ALABAMA AUDUBON

PO BOX 130819
BIRMINGHAM,AL35213 		  PC 2025 PROJECT SAFE FLIGHT ALABAMA 2,500

ALABAMA GAME CHANGERS

2111 PARKWAY OFFICE CIRCLE SUITE 1
HOOVER,AL35224 		  PC EVALUATION SUPPORT FOR UNDERINSURED CHILDREN 5,000

ALABAMA HUMANITIES ALLIANCE

1100 IRELAND WAY SUITE 101
BIRMINGHAM,AL35205 		  PC 50 YEARS OF STORYTELLING: A CAMPAIGN TO ADVANCE THE HUMANITIES IN ALABAMA 5,000

ALABAMA SYMPHONIC ASSOCIATION INC

3621 SIXTH AVENUE S
BIRMINGHAM,AL35222 		  PC 2024 MUSIC MEETS MEDICINE, EDUCATION PROGRAMS, AND ANNUAL FUNDRAISER FOR OPERATING/EDUCATION 40,000

ALBERT SCHWEITZER FELLOWSHIP OF ALABAMA

1720 2ND AVE SOUTH VH 226
BIRMINGHAM,AL35294 		  PC 2024 OPERATING SUPPORT 5,000

AMERICAN FOUNDATION PREVENTION FOR SUICIDE

ST LOUIS CHAPTER AFSP
199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		  PC SEASON OF GRATITUDE 1,000

AMERICAN HEART ASSOCIATION

887 JOHNNIE DODD BLVD UNIT 110
MT PLEASANT,SC29464 		  PC 2023-2025 CPR TRAINING CAMPAIGN 35,000

AMERICAN RED CROSS - ALABAMA REGION

700 CALDWELL TRACE
BIRMINGHAM,AL35242 		  PC 2024 HOME FIRE CAMPAIGN 20,000

AMIGOS TOGETHER FOR KIDS INC

D/B/A/ AMIGOS FOR KIDS
2153 CORAL WAY SUITE 405
MIAMI,FL33145 		  PC AMIGOS & PROTECTIVE @ MIAMI OPEN 10,000

BANKS ACADEMY

8301 8TH AVENUE SOUTH
BIRMINGHAM,AL35206 		  PC 2024-2025 ACT PREP COURSES AND TESTING 5,000

BETTER BASICS

1231 SECOND AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC 2024-25 CHILDREN'S LITERACY AND MATHEMATICS INTERVENTION PROGRAMS MATHEMATICS 7,500

BEYOND HOUSING

6506 WRIGHT WAY
PINE LAWN,MO63121 		  PC 2024 VIKING ADVANTAGE PROGRAM 15,000

BIRMINGHAM AIDS OUTREACH INC

205 32ND STREET SOUTH
BIRMINGHAM,AL35233 		  PC MAGIC CITY ACCEPTANCE CENTER (MCAC) 5,000

BIRMINGHAM ATHLETIC PARTNERSHIP

2150 RICHARD ARRINGTON JR
BLVD N BIRMINGHAM,AL35203 		  PC 2024 OPERATING SUPPORT 20,000

BIRMINGHAM BOTANICAL SOCIETY INC

2612 LANE PARK ROAD
BIRMINGHAM,AL35223 		  PC 2024 TOSHINAN JAPANESE TEA HOUSE REPAIRS 75,000

BIRMINGHAM BOYS CHOIR

2025 KENTUCKY AVENUE STE D
BIRMINGHAM,AL35216 		  PC 23-24 BBC SUMMER CAMP AND TUITION SCHOLARSHIPS 1,000

BIRMINGHAM CHILDREN'S THEATRE

PO BOX 1362
BIRMINGHAM,AL35201 		  PC 2024 SUMMER THEATRE IN THE PARKS 2,500

BIRMINGHAM CIVIL RIGHTS INSTITUTE

520 16TH STREET N
BIRMINGHAM,AL35203 		  PC 2024-25 PROGRAMMING/OPERATING AND 32ND ANNIVERSARY EVENT 15,000

BIRMINGHAM HISTORICAL SOCIETY

PO BOX 321474
BIRMINGHAM,AL35232 		  PC BIRMINGHAM HISTORICAL SOCIETY 2025 OPERATING SUPPORT 2,500

BIRMINGHAM PROMISE INC

1500 1ST AVENUE NORTH SUITE E126
BIRMINGHAM,AL35203 		  PC 2021-2025 SCHOLARSHIP SUPPORT 200,000

BLANKET FORT HOPE

24809 AL 25
COLUMBIANA,AL35051 		  PC 2024 HOME RENOVATION 10,000

BOY SCOUTS OF AMERICA

516 LIBERTY PARKWAY
BIRMINGHAM,AL35242 		  PC SCOUTREACH AND TRADITIONAL SCOUTING 50,000

BREAKTHROUGH BIRMINGHAM

212 20TH ST N SUITE 303
BIRMINGHAM,AL35203 		  PC FY24 STEM AND CAPACITY BUILDING 20,000

BREAST CANCER RESEARCH FOUNDATION OF ALABAMA

4 OFFICE PARK CIRCLE SUITE 109
BIRMINGHAM,AL35223 		  PC 2024 BCRFA - LOCALBREAST CANCER RESEARCH SUPPORT 15,000

BTB FOUNDATION

PO BOX 6548
MONTGOMERY,AL36106 		  PC 2024 OPERATING SUPPORT 5,000

BUILD UP BHM

222 6TH AVENUE SW
BIRMINGHAM,AL35211 		  PC PROTECTIVE LIFE BUILDUP SUMMER BOOT CAMP 10,000

BUNDLES OF HOPE DIAPER BANK

1430 REV ABRAHAM WOODS JR BLVD
BIRMINGHAM,AL35203 		  PC 2024 OPERATING SUPPORT & 2024 STUFF THE BUS DIAPER DRIVE 10,000

CAHABA RIVER SOCIETY

2717 7TH AVENUE S SUITE 205
BIRMINGHAM,AL35233 		  PC 2024 - RESTORING OUR WATERS THOUGH RIVER RESTORATION, WATER EQUITY, AND ENVIRONMENTAL 2,500

CHILDREN'S AID SOCIETY

2141 14TH AVENUE SOUTH
BIRMINGHAM,AL35205 		  PC INDEPENDENT LIVING 60,000

CHILDREN'S OF ALABAMA

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC 2024 CHILDREN'S BALL AND 2024 TRICK-OR-TREAT CELEBRATION 3,500

CHILDREN'S OF ALABAMA

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC SEASON OF GRATITUDE 5,000

COLLAT JEWISH FAMILY SERVICES

3940 MONTCLAIR ROAD SUITE 205
BIRMINGHAM,AL35213 		  PC 2025 HANDS UP TOGETHER FUNDRAISING EVENT 20,000

COLLEGE ADMISSIONS MADE POSSIBLE

5529 1ST AVENUE S SUITE 4
BIRMINGHAM,AL35212 		  PC 2025 HANDS UP TOGETHER SUMMER INSTITUTE 2025 5,000

COLLEGE CHOICE FOUNDATION

429 GREEN SPRINGS HIGHWAY STE 161-4
BIRMINGHAM,AL35209 		  PC 2025 BATEMAN SCHOLARS PROGRAM 10,000

COMMON THREAD

174 OXMOOR RD
BIRMINGHAM,AL35209 		  PC MOST VALUABLE PROTECTOR 1,000

COMMON THREAD

174 OXMOOR RD
BIRMINGHAM,AL35209 		  PC 2024 CULTURAL CENTER 15,000

COMMUNITY FOUNDATION OF GREATER BIRMINGHAM

2100 FIRST AVE N SUITE 700
BIRMINGHAM,AL35203 		  PC BIRMINGHAM GATEWAYS IMPROVEMENT FUND 10,000

COMMUNITY GRIEF SUPPORT SERVICE

400 VESTAVIA PARKWAY
BIRMINGHAM,AL35216 		  PC 2024 MAGIC CITY MAC + CHEESE FESTIVAL 1,000

COMMUNITY ON THE RISE

112 14TH STREET NORTH
BIRMINGHAM,AL35203 		  PC 2024 SUPPORT FOR WHOLE 25,000

CORNERSTONE SCHOOLS OF ALABAMA

PO BOX 320309
BIRMINGHAM,AL35232 		  PC GIFT WRAPPING STIPEND 500

CREATE BIRMINGHAM

310 18TH STREET N STE 303
BIRMINGHAM,AL35203 		  PC CREATE BIRMINGHAM: 2024 SMALL BUSINESS TECHNICAL ASSISTANCE PROGRAMS 5,000

EASTERN TOYS

1601 5TH AVE NORTH STE 233
BIRMINGHAM,AL35203 		  PC EASTERN TOYS CHRISTMAS DRIVE 2024 1,000

EMERGENCY SHELTER OF NORTHERN KENTUCKY

PO BOX 332
COVINGTON,KY41012 		  PC SEASON OF GRATITUDE 1,000

EMPOWERED TO CONQUER

PO BOX 381085
BIRMINGHAM,AL35238 		  PC MEMORIAL GIFT IN HONOR VANESSA LEONARD SCHOLARSHIP FUND 10,000

EQUIP

PO BOX 51
PELHAM,AL35124 		  PC 2024-2025 THRIVE OPERATING SUPPORT 1,000

FORGE BREAST CANCER SURVIVOR CENTER

1321 19TH STREET SOUTH
BIRMINGHAM,AL35205 		  PC 2024 OPERATING SUPPORT 10,000

FOSTER LOVE

560 W LAMBERT RD
BREA,CA92821 		  PC SEASON OF GRATITUDE 1,000

FRESHWATER LAND TRUST

PO BOX 337
BIRMINGHAM,AL35201 		  PC 2023 GREENSPACE INITIATIVE STIPEND 1,000

FRESHWATER LAND TRUST

PO BOX 337
BIRMINGHAM,AL35201 		  PC 2024 RED ROCK TRAILSYSTEM CIVIL RIGHTS TRAIL 25,000

FRIENDS OF RICKWOOD

PO BOX 12583
BIRMINGHAM,AL35124 		  PC 2024 FIELD OF DREAMS RENOVATION FUND RENOVATION FUND 100,000

GIRLS INCORPORATED OF CENTRAL ALABAMA

PO BOX 130729
BIRMINGHAM,AL35213 		  PC 2025 BOLD FUTURES BREAKFAST AND OPERATING SUPPORT 2,500

GIRLS ON THE RUN BIRMINGHAM

500 OFFICE PARK DR STE 201
BIRMINGHAM,AL35223 		  PC FY25 GIRLS ON THE RUN BIRMINGHAM GENERAL OPERATING SUPPORT 2,500

GLENWOOD INC

150 GLENWOOD LANE
BIRMINGHAM,AL35242 		  PC 2024 OUTPATIENT SERVICES 10,000

GRACE HOUSE MINISTRIES

PO BOX 547
FAIRFIELD,AL35064 		  PC GROWING IN GRACE CAMPAIGN 20,000

GRACE KLEIN COMMUNITY

1678 MONTGOMERY HIGHWAY 104 BOX
BIRMINGHAM,AL35216 		  PC 2024 FEEDBHM - PURCHASE AND INSTALLATION OF 5 MINI-SPLIT DUCTLESS HVAC SYSTEMS 2,500

GREAT PARKS FOREVER

10245 WINTON ROAD
CINCINNATI,OH45231 		  PC 2024 WEEK OF SERVICE STIPEND 1,000

HAND IN PAW INC

617 38TH STREET SOUTH
BIRMINGHAM,AL35222 		  PC 2024- 2025 HIP HEALS 2,500

HEART GALLERY OF ALABAMA

3100 INDEPENDENCE DR SUITE 200
BIRMINGHAM,AL35209 		  PC MOST VALUABLE PROTECTOR 1,000

HEART GALLERY OF ALABAMA

3100 INDEPENDENCE DR SUITE 200
BIRMINGHAM,AL35209 		  PC 2024 RECRUITMENT PROGRAM 10,000

HISPANIC INTEREST COALITION OF ALABAMA

117 SOUTHCREST DRIVE
BIRMINGHAM,AL35209 		  PC FY2024 OPERATING SUPPORT: EDUCATION, WORKFORCE, AND SMALL BUSINESS INITIATIVES INITIATIVES 5,000

HUNTER STREET BAPTIST CHURCH

2600 JOHN HAWKINS PARKWAY
HOOVER,AL35244 		  PC MEMORIAL GIFT - LEE EDWARD CATHEY 100

IGNITE ALABAMA

1430 GADSDEN HIGHWAY SUITE 116
BIRMINGHAM,AL35235 		  PC 2024 IGNITE! GENERAL OPERATING AND EMPOWERMENT SUMMIT 10,000

JEFFERSON COUNTY GREENWAYS COALITION

1214 81ST STREET SOUTH
BIRMINGHAM,AL35206 		  PC 2024 WEEK OF SERVICE STIPEND 1,000

JEFFERSON COUNTY GREENWAYS COALITION

1214 81ST STREET SOUTH
BIRMINGHAM,AL35206 		  PC 2024 GENERAL OPERATING SUPPORT FOR THE JEFFERSON COUNTY GREENWAYS FOUNDATION 20,000

JONES VALLEY TEACHING FARM

701 25TH STREET NORTH
BIRMINGHAM,AL35203 		  PC GOOD SCHOOL FOOD EDUCATION MODEL: PHILLIPS ACADEMY & PHILLIPS ACADEMY & TWILIGHT SUPPER 50,000

JUNIOR ACHIEVEMENT OF ALABAMA INC

PO BOX 19307
BIRMIN,AL35219 		  PC 2024 MATCH AND SPONSORSHIPS 10,000

JUNIOR ACHIEVEMENT OF ALABAMA INC

PO BOX 19307
BIRMINGHAM,AL35219 		  PC 2024 ECONOMIC EMPOWERMENT THROUGH EDUCATION AND FUNDRAISER EVENT 20,000

JUNIOR LEAGUE OF BIRMINGHAM

2212 20TH AVENUE S
BIRMINGHAM,AL35223 		  PC 2024-2025 JUNIOR LEAGUE OF BIRMINGHAM: IN LEAGUE PROJECTS 5,000

KING'S HOME

PO BOX 162
CHELSEA,AL35043 		  PC 2024 OPERATING SUPPORT 10,000

CORNERSTONE SCHOOLS OF ALABAMA

PO BOX 320309
BIRMINGHAM,AL35232 		  PC 2024 PROGRAM EXPANSIONS AT OUR ELEMENTARY, MIDDLE, AND HIGH SCHOOLS 65,000

LEADERSHIP ALABAMA

PO Box 131394
BIRMINGHAM,AL35213 		  PC 23-24 Operating Support Leadership Alabama 12,500

LEADERSHIP BIRMINGHAM

PO Box 2641
Birmingham,AL35291 		  PC 2024 Operating Support 10,000

LEGAL SERVICES ALABAMA

2567 Fairlane Dr Ste 300
Montgomery,AL36116 		  PC Legal Services Alabama Heir Property Project 15,000

LEVITE JEWISH COMMUNITY CENTER

3960 Montclair Road
Birmingham,AL35213 		  PC 2024-25 Swim School Program 10,000

MAGIC CITY WOODWORKS (DBA MANUFACTURE GOOD)

925 28th Street South
Birmingham,AL35203 		  PC 2024 Apprenticeship Sponsorship 5,000

MARCH OF DIMES ALABAMA CHAPTER

3500 Blue Lake Drive Suite 198
Birmingham,AL35243 		  PC 2024 Operating Support 3,500

MEALS ON WHEELS AMERICA

1550 Crystal Drive Suite 1004
Arlington,VA22202 		  PC Season of Gratitude 1,000

MISSOURI BOTANICAL GARDEN

4344 Shaw Boulevard
St Louis,MO63110 		  PC 2024 Week of Service Stipend 1,000

MITCHELL'S PLACE

4778 Overton Road
Birmingham,AL35210 		  PC 2024-2025 MP General Operating Support 5,000

MOMENTUM

2821 2ND AVENUE SUITE B-1
Birmingham,AL35233 		  PC 2024 PROGRAM SUPPORT 30,000

M-POWER MINISTRIES

4022 4th Avenue South
Birmingham,AL35222 		  PC 2024 M-POWER Education Center 5,000

MUSCULAR DYSTROPHY ASSOCIATION

PO Box 7410354
Chicago,IL60674 		  PC 2024 Birmingham Toast to Life 2,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

2200 Woodcrest Place Suite 230
Birmingham,AL35209 		  PC 2024 Birmingham MS Leadership Challenge 750

NATIONAL VETERANS DAY

PO Box 642
Birmingham,AL35201 		  PC 2024 National Veterans Day Events 2,500

NEIGHBORHOOD HOUSING SERVICES OF BIRMINGHAM

601 19th Street North
Birmingham,AL35203 		  PC Most Valuable Protectors 1,000

NEIGHBORHOOD HOUSING SERVICES OF BIRMINGHAM

601 19th Street North
Birmingham,AL35203 		  PC 2024 NeighborWorks Week and "Protecting Good" Rehabs Phase II 20,000

NEW SCHOOLS FOR ALABAMA

PO Box 640621
Pike Road,AL36064 		  PC 2024 Conference Partnerships 5,000

NORWOOD RESOURCE CENTER

PO BOX 2461
Birmingham,AL35201 		  PC Northside Harvest Festival 1,000

OPERA BIRMINGHAM

3600 7th Court South
Birmingham,AL35222 		  PC Opera Birmingham Education and Community Engagement 20,000

PRESCHOOL PARTNERS

4447 Montevallo Road
Birmingham,AL35213 		  PC 2024 Operating Support and 2024 Party on the Lawn Event Sponsorship 20,000

PROJECT CORPORATE LEADERSHIP

PO Box 26673
Birmingham,AL35260 		  PC Bush Hills compost project 500

PROSPER BIRMINGHAM - CATALYZE BIRMINGHAM CHALLENGE

1721 3rd AveNorth
Birmingham,AL35203 		  PC 2023 Catalyze Birmingham Challenge 50,000

PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA (PARCA)

PO Box 293931 Samford Univ
Birmingham,AL35229 		  PC 2024 Keys to Success Education Project 15,000

RED MOUNTAIN MAKERS

810 4th Avenue North
Birmingham,AL35203 		  PC 2025 Red Mountain Makers Expansion 2,500

RED MOUNTAIN THEATRE (RMT)

PO Box 278
Birmingham,AL35201 		  PC 2024-2025 Professional Series Sponsorship and 2024 Gala Sponsorship 50,000

RESTORATION ACADEMY

4600 Carnegie Avenue PO Box 30
Fairfield,AL35064 		  PC Eat Play Learn: A Capital Campaign 5,000

REV BIRMINGHAM

PO Box 320637
Birmingham,AL35232 		  PC 2024 REV Birmingham General Operating Support 20,000

RONALD MCDONALD HOUSE CHARITIES OF ALABAMA INC

1700 4th Avenue South
Birmingham,AL35233 		  PC Adopt-a-Room and Family Gala Sponsorship 5,000

RONALD MCDONALD HOUSE CHARITIES OF ST LOUIS

3450 Park Avenue
St Louis,MO63104 		  PC 2024 STL Office Collections Activity & Scramble Charity Golf Tournament 5,000

SAMFORD UNIVERSITY

800 Lakeshore Drive
Birmingham,AL35229 		  PC 2024 Alabama Governor's School Operating Support 5,000

SAMFORD UNIVERSITY

800 Lakeshore Drive
Birmingham,AL35229 		  PC 2025 Support for The Cumberland Connection Program 5,000

SAMFORD UNIVERSITY

800 Lakeshore Drive
Birmingham,AL35229 		  PC 2025 Support for Brock School of Business Accounting Department Chair Endowment. 5,000

SILVER GLOVEZ

647 25th Pl N
Birmingham,AL35203 		  PC 2024 Silver Glovez Baseball 2,500

SMALL MAGIC (FORMERLY BIRMINGHAM TALKS)

351 24th Street North Ste 785
Birmingham,AL35203 		  PC Small Magic 5,000

SPACE ONE ELEVEN

2409 Second Avenue North
Birmingham,AL35203 		  PC 2025 Summer Art Camps 2,850

SPECIAL EQUESTRIANS INC

1215 Woodward Drive
Indian Springs,AL35124 		  PC 2025 Gala 2,500

SPRING VALLEY SCHOOL

2701 Sydney Drive
Birmingham,AL35211 		  PC 2024 SVS Social, Emotional, and Mental Wellness Initiative 10,000

SPRUCE PEAK ARTS CENTER FOUNDATION INC

122 Hourglass Drive
Stowe,VT05672 		  PC Spruce Peak Arts 40 @ 40 Program 6,133

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 St Jude Place
Memphis,TN38105 		  PC Memorial Gift - Lisa Woodall 250

STAIR (START THE ADVENTURE IN READING)

3703 5th Avenue South Suite 400
Birmingham,AL35222 		  PC 2024 Program Support 10,000

STRIVE

205 East 122nd Street 3rd Floor
New York,NY10035 		  PC STRIVE Birmingham Career Path 10,000

STUDIO BY THE TRACKS

P O Box 101144
Birmingham,AL35210 		  PC 2024 35th Anniversary Gala 2,500

TEACH FOR AMERICA - ALABAMA

PO Box 1054
Birmingham,AL35201 		  PC 2024 General Operating Support 20,000

THE 7TH PROJECT ASSOCIATION

PO Box 2321
Montgomery,AL36102 		  PC 2024 Congressional Internship Program Operational Support 10,000

THE AMERICAN COLLEGE

630 Allendale Road Suite 400
King of Prussia,PA19406 		  PC Center for Economic Empowerment and Equality 150,000

THE BELL CENTER FOR EARLY INTERVENTION PROGRAMS

1700 29th Court South
Birmingham,AL35209 		  PC Most Valuable Protector 1,000

THE BIRMINGHAM ZOO

2630 Cahaba Road
Birmingham,AL35223 		  PC 2023-24 Corporate Sponsorship 20,000

THE BIRMINGHAM ZOO

2630 Cahaba Road
Birmingham,AL35223 		  PC 2025 Corporate Partner Program 20,000

THE CAPITAL COLLECTIVE

344 Maple Ave W Suite 343
Vienna,VA22180 		  PC The Capital Collective 5,000

THE FOUNDRY MINISTRIES

PO Box 824
Bessemer,AL35021 		  PC Support for Individuals in Recovery 10,000

THE HOPE INSTITUTE

PO BOX 530491
Birmingham,AL35253 		  PC 2024-2025 Hope Leadership Academy in Birmingham 50,000

THE JIMMIE HALE MISSION

P O Box 10472
Birmingham,AL35202 		  PC Most Valuable Protector 1,000

THE LITERACY COUNCIL

Post Office Box 2354
Birmingham,AL35201 		  PC 2024 Adult Literacy Programs for Personal and Professional Growth 5,000

THE MCWANE SCIENCE CENTER

200 19th Street North
Birmingham,AL35203 		  PC 2024 Programming Support 40,000

THE NATURE CONSERVANCY IN ALABAMA

3700 First Avenue N
Birmingham,AL35222 		  PC Birmingham Urban Freshwater Conservation 50,000

THE NATURE CONSERVANCY IN ALABAMA

3700 First Avenue N
Birmingham,AL35222 		  PC 2024 Week of Service Stipend 1,000

THE NATURE CONSERVANCY IN ALABAMA

3700 First Avenue N
Birmingham,AL35222 		  PC Season of Gratitude 1,000

THE SALVATION ARMY

2015 26th Avenue North
Birmingham,AL35234 		  PC 2024 Annual Dinner and Social Service Support 5,000

THE SALVATION ARMY - MIDLAND DIVISION

1130 Hampton Avenue
St Louis,MO63139 		  PC 2024 Angel Tree / Toy Town 10,000

THE UNIVERSITY OF ALABAMA - BRIDGES TO DIVERSITY

PO BOX 870101
TUSCALOOSA,AL35487 		  PC BRIDGES TO DIVERSITY IN BUSINESS 200,000

THE UNIVERSITY OF ALABAMA CULVERHOUSE COLLEGE

BOX 870223
TUSCALOOSA,AL35487 		  PC 2020 DAI-ICHI/PLC SUMMER INTERN PROGRAM 30,000

THE VIRGINIA SAMFORD THEATRE AND THE METROPOLITAN

1116 SOUTH 26TH STREET
BIRMINGHAM,AL35205 		  PC 2024-2025 OPERATING SUPPORT 15,000

THREE HOTS AND A COT INC

2124 Old Springville Road
Center Point,AL35215 		  PC 2025 Homeless Veterans Assistance 5,000

TRIUMPH SERVICES

2301 Arlington Ave South Suite 200
Birmingham,AL35205 		  PC Service Expansion to High School Aged Individuals 5,000

UAB - GENERAL

1720 2nd Ave South AB1230
Birmingham,AL35294 		  PC Lifespan Down syndrome Program at UAB Medicine 20,000

UAB - LIVE HEALTHSMART

1717 11th Ave S Suite 502G
Birmingham,AL35294 		  PC 2024 Protecting Good Communities, Live HealthSmart Alabama Implementation 80,000

UAB LONGEVITY CENTER

1720 2nd Ave South AB 1230
Birmingham,AL35294 		  PC Longevity Center Chair, innovation Fund and Symposium 300,000

UNCF (FORMERLY THE UNITED NEGRO COLLEGE FUND)

601 19th Street North Centennial Pl
Birmingham,AL35203 		  PC UNCF Mayor's Masked Ball 2025 5,000

UNITED ABILITY

100 Oslo Circle
Birmingham,AL35211 		  PC Additional Gift - Golf Tournament 5,000

UNITED ABILITY

100 Oslo Circle
Birmingham,AL35211 		  PC Ability Connections - October 2023-September 2024 15,000

UNITED CRAFTSMEN CHILDRENS SHOE DRIVE (UCCSD)

1111 Lakeshore Drive
Buckhead,GA30625 		  PC United Craftsmen Children's Shoe Drive Inc 2024 Fall Bass Tournament 1,000

UNITED WAY OF CENTRAL ALABAMA

PO Box 320189
Birmingham,AL35232 		  PC 2024 Corporate Gift 700,000

VOLUNTEER LAWYERS BIRMINGHAM

2001 Park Place North Suite 430
Birmingham,AL35203 		  PC 2025 Operating Support 5,000

VULCAN PARK AND MUSEUM

1701 Valley View Drive
Birmingham,AL35209 		  PC 2025 Vulcan Park and Museum Corporate Partnership 50,000

WASHINGTON LEGAL FOUNDATION

2009 Massachusetts Avenue NW
Washington,DC20036 		  PC Operating Support 5,000

WOMEN'S FOUNDATION OF ALABAMA (PREV WOMEN'S FUND O

2213 1ST AVENUE SOUTH
BIRMINGHAM,AL35233 		  PC 2023 WATERSHED CAMPAIGN 25,000

WOODLAWN FOUNDATION

5529 1st Avenue South
Birmingham,AL35212 		  PC 2020 Pledge to I3 100,000

WOODLAWN FOUNDATION

5529 1st Avenue South
Birmingham,AL35212 		  PC 2024 Operating Support 20,000

WORKSHOPS EMPOWERMENT INC

4244 3rd Avenue South
Birmingham,AL35222 		  PC 2024 Great Birmingham Bake-Off 5,000

YMCA OF GREATER BIRMINGHAM

2401 20th Place So
Birmingham,AL35223 		  PC Addressing Disparities Amongst Youth in Roebuck and Central City 25,000

YOUTHSERVE INC

2717 7th Avenue 105
Birmingham,AL35233 		  PC 2024-2025 Program Year Request: 2024 Summer Program and 2025 Youth In Service Awards Sponsor 5,000

YOUTHSERVE INC

2717 7th Avenue 105
Birmingham,AL35233 		  PC Most Valuable Protector 1,000

ZERO ZERO FOUNDATION

101 12TH STREET SOUTH SUITE 100
Birmingham,AL35233 		  PC 2024 Curated Experiences 5,000

AABHA MULEY

104 Caldwell Hall
Athens,GA30602 		NONE I SCHOLARSHIP 1,000

ABBY J HUDGINS

100 Ochre Point Avenue Room 310 Oc
Newport,RI02840 		NONE I SCHOLARSHIP 2,500

ALEXANDRA D HARVARD

Box 870120
Tuscaloosa,AL35487 		NONE I SCHOLARSHIP 2,500

ALLIE GRAYDON

Business Office PO Box 734
Boaz,AL35957 		NONE I SCHOLARSHIP 48

AMELIA L POIRIER

203 Mary Martin Hall
Auburn,AL36849 		NONE I SCHOLARSHIP 1,000

AMELIA L PRESTON

202 Martindale PO Box 1848
University,MS38677 		NONE I SCHOLARSHIP 2,500

ANNA S COBB

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 1,000

APRIL M XEO JENKINS

101 CHESTNUT STREET CPO 2172
BEREA,KY40404 		NONE I SCHOLARSHIP 2,900

BAILEE L ROBINSON

PO BOX 114025
GAINESVILLE,FL326114025 		NONE I SCHOLARSHIP 2,500

C HAYES RICHARDSON

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 4,095

CALEB L DAVIS

PO BOX 39800
BIRMINGHAM,AL35208 		NONE I SCHOLARSHIP 2,500

CAMILLE STINSON

ONE SHIELDS AVENUE
DAVIS,CA95616 		NONE I SCHOLARSHIP 1,373

CHELSEA L GRAY

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 1,000

DANIELLE SUMNER

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

ELIZABETH A SEWELL

118 COLLEGE DRIVE 5133
HATTIESBURG,MS39406 		NONE I SCHOLARSHIP 1,000

EMMA OLIVE

1900 US HWY 31 S
BAY MINETTE,AL36507 		NONE I SCHOLARSHIP 2,500

EZEKIEL T CORTEZ

2055 REGENT DRIVE ROOM 175
BOULDER,CO803090041 		NONE I SCHOLARSHIP 2,500

GRANT DZIERWA

1001 E WOOSTER STREET
BOWLING GREEN,OH43403 		NONE I SCHOLARSHIP 2,500

JACKSON G BENTLEY

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 3,894

JADE E CONNELL

2601 CARSON ROAD
BIRMINGHAM,AL35215 		NONE I SCHOLARSHIP 2,500

JAILA S PRESSWOOD

9500 OLD GREENSBORO ROAD
TUSCALOOSA,AL35405 		NONE I SCHOLARSHIP 2,224

JARRYD M CLINE

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

JENINNE J AL SUGI

AB 160 1720 2ND AVE S
BIRMINGHAM,AL35294 		NONE I SCHOLARSHIP 4,064

JENNA J HUDGINS

100 OCHRE POINT AVENUE ROOM 310
OCHRE COURT NEWPORT,RI028404192 		NONE I SCHOLARSHIP 2,500

JENNESA E LINCKE

1803 N BROAD STREET 115 CARNELL HA
040-13
PHILADELPHIA,PW19122 		NONE I SCHOLARSHIP 2,500

JESSICA A JOHNSON

203 MARY MARTIN HALL
AUBURN,AL36849 		NONE I SCHOLARSHIP 2,500

JORDYN AVERHART

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

JOSEPH W BUTLER

4585 WEST SENECA TURNPIKE
SYRACUSE,NY13215 		NONE I SCHOLARSHIP 2,500

JOSHUA M CARRINGTON

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 385

JUBILEE DANO

590 CREATIVE WAY
MADISON,TN37115 		NONE I SCHOLARSHIP 509

JYLEN C TATE

BUSINESS OFFICE PO BOX 734
BOAZ,AL35957 		NONE I SCHOLARSHIP 1,251

JYLEN C TATE

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

KAITLYN R STRICKLAND

203 MARY MARTIN HALL
AUBURN,AL36849 		NONE I SCHOLARSHIP 1,000

KATELYN H ANDERSON

6015 CAMPUS DELIVERY
FORT COLLINS,CO805236015 		NONE I SCHOLARSHIP 1,000

KATHRYN J STINSON

1501 MENDOCINO AVENUE
SANTA ROSA,CA954014395 		NONE I SCHOLARSHIP 661

KIARA M QUEEN

ROOM A-1020 1215 HOUBOLT RD
JOLIET,IL604318938 		NONE I SCHOLARSHIP 2,500

M TALAN SMITH

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 1,000

MADISON E BROADNAX

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

MAKENZIE JOHNSON

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 1,092

MATTHEW R PEREZ

145 PAVILION LANE
YOUNGWOOD,PA15697 		NONE I SCHOLARSHIP 180

MATTHEW R STEWART

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

MAXWELL ROBERTO BAILEY

OFFICE OF THE BURSAR PO BOX 21014
CINCINNATI,OH452210140 		NONE I SCHOLARSHIP 2,500

OLIVIA BECK

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

ORMOND J WALLACE

1300 NORTH PLUM STREET
HUTCHINSON,KS67501 		NONE I SCHOLARSHIP 2,500

PAIGE MURPHY

202 MARTINDALE PO BOX 1848
UNIVERSITY,MS386771164 		NONE I SCHOLARSHIP 1,000

RAYVEN N SMITH

AB 160 1720 2ND AVE S
BIRMINGHAM,AL35294 		NONE I SCHOLARSHIP 2,500

REBBECCA J FRYE

1263 LINCOLN DRIVE MC 4704
CARBONDALE,IL62901 		NONE I SCHOLARSHIP 1,085

RUBIE K SIMON

203 MARY MARTIN HALL
AUBURN,AL36849 		NONE I SCHOLARSHIP 2,500

RYAN J JOHNSON

OFFICE OF STUDENT FINANCIAL AID
620 E JOHN STREET
CHAMPAIGN,IL61820 		NONE I SCHOLARSHIP 2,500

SAMANTHA L HARRIS

CASHIERS OFFICE
105 LR PATTON
NORMAL,AL35762 		NONE I SCHOLARSHIP 1,250

SHELBY L SWAFFIELD

2601 CARSON ROAD
BIRMINGHAM,AL35215 		NONE I SCHOLARSHIP 2,023

STEWART J GRISWOLD

203 MARY MARTIN HALL
AUBURN,AL36849 		NONE I SCHOLARSHIP 1,000

SUMEDHA TANDON

203 MARY MARTIN HALL
AUBURN,AL36849 		NONE I SCHOLARSHIP 2,370

TRALYN L BALL

155 ADAMS ADMINISTRATION BLDG
TROY,AL36082 		NONE I SCHOLARSHIP 5,000

TYSON JONES

CASHIERS OFFICE 105 LR PATTON
NORMAL,AL35762 		NONE I SCHOLARSHIP 2,500

VANESSA M WALKER

CASHIERS OFFICE
1000 COCONUT CREEK BLVD
COCONUT CREEK,FL33066 		NONE I SCHOLARSHIP 331

WILLIAM E FARQUHAR

BOX 870120
TUSCALOOSA,AL35487 		NONE I SCHOLARSHIP 2,500

WILLIAM MORRIS

BUSINESS SERVICES
9500 OLD GREENSBORO ROAD
TUSCALOOSA,AL35405 		NONE I SCHOLARSHIP 1,000

WILLIAM XIE

1801 HINMAN AVENUE 2ND FLOOR
EVANSTON,IL60208 		NONE I SCHOLARSHIP 1,515

ZOE P SMYTH

UNA BOX 5045
FLORENCE,AL35632 		NONE I SCHOLARSHIP 2,500

Miscellaneous Applicants

2801 Highway 280 South
Birmingham,AL35223 		  I Scholarship incentive 9,800
Total .................................right arrow 3a 3,756,433
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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) ..      
13Total. Add line 12, columns (b), (d), and (e)..................
13
 
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

63-1129596
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
PROTECTIVE LIFE FOUNDATION
  		Employer identification number
63-1129596
Part I
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

$ 3,761,000


(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-CHROME
 
CHIYODA KU,   100-8411JA

$ 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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TY 2024 DepreciationSchedule
Name:
PROTECTIVE LIFE FOUNDATION
EIN:
63-1129596
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 LegalFeesSchedule
Name:
PROTECTIVE LIFE FOUNDATION
EIN:
63-1129596
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,940     5,940


TY 2024 OtherExpensesSchedule
Name:
PROTECTIVE LIFE FOUNDATION
EIN:
63-1129596
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 2,501     2,501
TRAINING 1,475     1,475
COMPUTER SERVICES OUTSIDE 1,800     1,800
MISCELLANEOUS 23,155     23,155


TY 2024 OtherProfessionalFeesSchedule
Name:
PROTECTIVE LIFE FOUNDATION
EIN:
63-1129596
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSOCIATION DUES 14,725     14,725
CONSULTANT FEES 4,250     4,250