2025-11-03T16:32:07-06:00 2024-12-31 580692043 MAULDIN & JENKINS LLC 2000 SOUTHBRIDGE PARKWAY STE 501 BIRMINGHAM AL 35209 990PF 2024-01-01 631144265 REGIONS FOUNDATION REGI 2054207753 1900 5TH AVENUE NORTH FLOOR 23 BIRMINGHAM AL 35203 LEROY ABRAHAMS PRESIDENT 2054207753 2025-10-27 1 1 MEREDITH M SMITH P00663029 2054452880 2025-10-27 2024 2025-03-06 01:10:19Z X 130542410 X 0 X 3200705 3200705 6310081 47237076 6310081 4951 4951 9515737 9515737 0 0 0 4295 2147 2148 17943 8972 8971 35960 17980 17980 88626 44313 44313 97798 48899 48899 244622 122311 122311 5295172 4904000 5539794 122311 5026311 3975943 9393426 3454390 4378514 4378514 115183613 118036514 118036514 6785564 8127382 8127382 125423567 130542410 130542410 700000 365000 700000 365000 X 124723567 130177410 124723567 130177410 125423567 130542410 124723567 3975943 1477900 130177410 0 130177410 PUBLICLY TRADED SECURITIES 2023-12-31 2024-12-31 47237076 40926995 6310081 6310081 6310081 130569 0 130569 0 130569 59720 0 0 0 59720 479 71328 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 HTTPS://WWW.REGIONS.COM/ABOUT-REGIONS/COMMUNITY-E REGIONS BANK TRUST DEPARTMENT 2054207753 1900 5TH AVENUE NORTH FLOOR 23 BIRMINGHAM AL 35203 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 SHARON KACHELHOFER 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 ASSISTANT SECRETARY 1.00 0 0 0 CHELSEA STOVALL 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 ASSISTANT TREASURER 1.00 0 0 0 MARTA SELF 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 EXECUTIVE DIRECTOR;VP 1.00 0 0 0 DWIGHT JULBERT 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 ANDREW NIX 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 DANA NOLAN 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 TONY STIFFLER 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 LEROY ABRAHAMS 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 PRESIDENT 1.00 0 0 0 AMANDA SAINT 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 TREASURER 1.00 0 0 0 GRACE JACKSON 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 TOM SPEIR 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 JASON EPSTEIN 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 KEITH FILE 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 REGAN LIGGINS 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 MEMBER 1.00 0 0 0 JESSICA EVEREST 1900 FIFTH AVENUE NORTH BIRMINGHAM AL 35203 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 KAI XR, URBAN IMPACT, BIRMINGHAM BUSINESS RESOURCE CENTER 423828 423828 107425177 3353998 0 110779175 0 0 110779175 1661688 109117487 5455874 5455874 130569 130569 5325305 0 5325305 0 5325305 5450139 423828 5873967 5325305 4758936 0 0 5873967 4758936 0 0 1115031 0 0 0 0 0 0 0 0 4210274 0 0 0 X A PLUS EDUCATION PARTNERSHIP PO BOX 4433 MONTGOMERY AL 36103 NONE 501(C)(3) EDUCATION & WR 100000 ACADEMY PREP 2301 2ND AVE ST PETERSBURG FL 33712 NONE 501(C)(3) EDUCATION & WR 100000 ADIB 3420 3RD AVE S BIRMINGHAM AL 35222 NONE 501(C)(3) EDUCATION & WR 100000 ALABAMA JAG 50 N RIPLEY STREET MONTGOMERY AL 36104 NONE 501(C)(3) EDUCATION & WR 30000 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 NONE 501(C)(3) ECON & COMMUNITY DEV 250000 BETTER BASICS 1231 2ND AVE S BIRMINGHAM AL 35294 NONE 501(C)(3) EDUCATION & WR 50000 BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI 501 N GRAND BLVD ST LOUIS MO 63103 NONE 501(C)(3) EDUCATION & WR 20000 BIRMINGHAM BUSINESS RESOURCE CENTER 1500 1ST AVE N 12 BIRMINGHAM AL 35203 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 BIRMINGHAM RE-ENTRY ALLIANCEAPPLESEED 2 OFFICE PARK CIRCLE SUITE 10 BIRMINGHAM AL 35223 NONE 501(C)(3) EDUCATION & WR 100000 BREAKTHROUGH BIRMINGHAM PO BOX 71420 OAKLAND CA 94612 NONE 501(C)(3) EDUCATION & WR 40000 BRIGHTLANE LEARNING 2955 N MMERDIAN ST SUITE 250 INDIANAPOLIS IN 46208 NONE 501(C)(3) EDUCATION & WR 50000 CENTRO HISPANO 117 SOUTHCREST DR BIRMINGHAM AL 35209 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 CHRISTIAN WOMEN'S JOB CORPS OF TYLER 310 W FERGUSON ST TYLER TX 75702 NONE 501(C)(3) EDUCATION & WR 50000 CITY OF REFUGE 1300 JOSEPH E BOONE BLVD NW ATLANTA GA 30314 NONE 501(C)(3) EDUCATION & WR 50000 COMMUNITIES IN SCHOOL SHREVEPORT 360 JORDAN ST SHREVEPORT LA 71101 NONE 501(C)(3) EDUCATION & WR 35000 CONEXION AMERICAS 2195 NOLENSVILLE PK NASHVILLE TN 37211 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 DELTA COMPASS 342 WASHINGTON AVE SUITE 201 GREENVILLE MS 38701 NONE 501(C)(5) EDUCATION & WR 70000 DOORWAYS 671 N GLEB RD ARLINGTON VA 22203 NONE 501(C)(3) EDUCATION & WR 20000 DREAM ALIVE INC 8732 LAUREL AVE ALDAN PA 19018 NONE 501(C)(3) EDUCATION & WR 80000 FEEDING TAMPA BAY 3624 CAUSEWAY BLVD TAMPA FL 33619 NONE 501(C)(3) ECON & COMMUNITY DEV 25000 FIRST TENNESSEE DEVELOPMENT DISTRICT FOUNDATION 3211 N ROAN ST JOHNSON CITY TN 37601 NONE 501(C)(3) ECON & COMMUNITY DEV 10000 GEORGIA TECH LEAP PROGRAM NORTH AVENUE ATLANTA GA 30332 NONE 501(C)(3) EDUCATION & WR 40000 GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA 5100 TICE ST FORT MYERS FL 33905 NONE 501(C)(3) EDUCATION & WR 40000 GULF COAST HOUSING PARTNERSHIP 1626 SUITE A ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 NONE 501(C)(3) ECON & COMMUNITY DEV 250000 HICA 117 SOUTHCREST DR BIRMINGHAM AL 35209 NONE 501(C)(3) ECON & COMMUNITY DEV 250000 HOUSING ACTION ILLINOIS 67 E MADISON ST STE 1603 CHICAGO AL 60603 NONE 501(C)(3) FINANCIAL WELLNESS 20000 HUNTSVILLE HOSPITAL FOUNDATION 699 GALLATIN ST SW BUILDING A HUNSTVILLE AL 35801 NONE 501(C)(3) EDUCATION & WR 150000 IDEA VILLAGE 900 CAMP ST 308 NEW ORLEANS LA 70130 NONE 501(C)(3) ECON & COMMUNITY DEV 100000 INDIANA BLIND CHILDREN'S FOUNDATION 5050 E 42ND ST INDIANAPOLIS IN 46226 NONE 501(C)(3) EDUCATION & WR 50000 INNOVATION PORTAL 451 GOVERNMENT STREET MOBILE AL 36602 NONE 501(C)(3) ECON & COMMUNITY DEV 100000 IOWA CENTER FOR ECONOMICS SUCCESS 2110 GRAND AVE DES MOINES IA 50312 NONE 501(C)(3) ECON & COMMUNITY DEV 20000 JA OF BATON ROUGE 8356 BILLIU ST BATON ROUGE LA 70817 NONE 501(C)(3) EDUCATION & WR 25000 JA OF CENTRAL FLORIDA 2121 CAMDEN RD ORLANDO FL 32803 NONE 501(C)(3) EDUCATION & WR 30000 JA OF SE TEXAS 2925 BRIARPARK DR STE 575 HOUSTON TX 77042 NONE 501(C)(3) EDUCATION & WR 15000 JAG IOWA 1111 9TH ST DES MOINES IA 50314 NONE 501(C)(3) EDUCATION & WR 100000 JAG MISSOURI PO BOX 383 FAIR GROVE MO 65648 NONE 501(C)(3) EDUCATION & WR 100000 JAG TENNESSEE 6 S 14TH STREET NASHVILLE TN 37206 NONE 501(C)(3) EDUCATION & WR 50000 JUMPSTART AUTOMOTIVE TRAINING CENTER 2210 SYLVAN RD UNIT M EAST POINT GA 30344 NONE 501(C)(3) EDUCATION & WR 50000 KNOXVILLE EDUCATION FOUNDATION 400 W SUMMIT HILL DR SW UTT 385 KNOXVILLE TN 37902 NONE 501(C)(3) EDUCATION & WR 30000 MID-SOUTH MINORITY BUSINESS CONTINUUM 200 JEFFERSON AVENUE SUITE 1000 MEMPHIS TN 38103 NONE 501(C)(3) ECON & COMMUNITY DEV 40000 MODERN CLASSROOMS 15 14TH STREET SE WASHINGTON DC 20003 NONE 501(C)(3) EDUCATION & WR 90000 NEW OPPORTUNITIES AND VISION ACHIEVEMENT (NOVA) 1900 NORTH 18TH STREET SUITE 201 MONROE LA 71201 NONE 501(C)(3) EDUCATION & WR 50000 PADUCAH COOPERATIVE MINISTRY 402 LEGION DR PADUCAH KY 42003 NONE 501(C)(3) FINANCIAL WELLNESS 35000 PATHS FOR SUCCESS FOUNDATION 400 SOUTH UNION STREET SUITE 355 MONTGOMERY AL 36104 NONE 501(C)(3) EDUCATION & WR 50000 PENNY FOUNDATION 509 LAUREL ST 1264 LA MARQUE TX 77568 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 PROPELLER 4035 WASHINGTON AVE NEW ORLEANS LA 70119 NONE 501(C)(3) ECON & COMMUNITY DEV 200000 READY KIDS INC 1000 E HIGH STREET CHARLOTTESVILLE VA 22902 NONE 501(C)(3) EDUCATION & WR 25000 REBUILDING TOGETHER NASHVILLE 6101 CENTENNIAL BLVD NASHVILLE TN 37209 NONE 501(C)(3) ECON @ COMMUNITY DEV 100000 SECOND HARVEST OF THE BIG BEND 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 NONE 501(C)(3) ECON & COMMUNITY DEV 35000 STARKLOFF PO BOX 775670 SAINT LOUIS MO 63177 NONE 501(C)(3) EDUCATION & WR 40000 STRIVE BIRMINGHAM 1531 THIRD AVENUE NORTH SUITE 100 BIRMINGHAM AL 35203 NONE 501(C)(3) EDUCATION & WR 150000 TEACH FOR AMERICA - ALABAMA 2301 FIRST AVENUE N SUITE 105 BIRMINGHAM AL 35203 NONE 501(C)(3) EDUCATION & WR 130000 THE CONCILIO 650 FORT WORTH AVE STE 250 DALLAS TX 75208 NONE 501(C)(3) EDUCATION & WR 25000 THE KELSEY 4121 3RD AVE SOUTH BIRMINGHAM AL 35222 NONE 501(C)(3) ECON & COMMUNITY DEV 150000 TROY UNIVERSITY - THE IDEA BANK TROY UNIVERSITY TROY AL 36082 NONE 501(C)(3) ECON & COMMUNITY DEV 34000 TRUFUND 39 W 37TH ST NEW YORK NY 10018 NONE 501(C)(3) ECON & COMMUNITY DEV 200000 UNITED WAY OF EAST TN HIGHLANDS 546 E ELK AVE ELIZABETHTON TN 37643 NONE 501(C)(3) ECON & COMMUNITY DEV 10000 UNITED WAY OF THE CSRA 1765 BROAD ST AUGUSTA GA 30904 NONE 501(C)(3) ECON & COMMUNITY DEV 15000 UNITED WAY SUNCOAST 4925 INDEPENDENCE PKWY 120 TAMPA FL 33634 NONE 501(C)(3) ECON & COMMUNITY DEV 25000 UNIVERSITY OF ALABAMA - REACH PROGRAM UNIVERSITY OF ALABAMA TUSCALOOA AL 35487 NONE 501(C)(3) EDUCATION & WR 30000 UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BVLD MOBILE AL 36688 NONE 501(C)(3) EDUCATION & WR 250000 URBAN IMPACT 1721 4TH AVE N 102 BIRMINGHAM AL 35203 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 URBAN LEAGUE OF METROPOLITAN ST LOUIS 1408 KINGS HIGHWAY BLVD SUITE 108 ST LOUIS MO 63113 NONE 501(C)(3) ECON & COMMUNITY DEV 20000 UT CHATTANOOGA - VETERANS ENTREPRENUERSHIP PROGRAM 615 MCCALLIE AVE CHATTANOOGA TN 37403 NONE 501(C)(3) ECON & COMMUNITY DEV 50000 WESLEY COMMUNITY CENTER 1410 LEE ST HOUSTON TX 77009 NONE 501(C)(3) EDUCATION & WR 50000 WOODLAWN UNITED 5529 1ST AVE S BIRMINGHAM AL 35212 NONE 501(C)(3) ECON & COMMUNITY DEV 200000 YMCA OF BATON ROUGE 8704 JEFFERSON HWY SUITE B BATON ROUGE LA 70809 NONE 501(C)(3) EDUCATION & WR 50000 4904000 BIRMINGHAM BUSINESS RESOURCE CENTER 1500 1ST AVE N 12 BIRMINGHAM AL 35203 NONE 501(C)(3) ECON & COMMUNITY DEV 45881 JA OF CENTRAL CAROLINAS 1701 N GRAHAM ST 100 CHARLOTTE NC 28206 NONE 501(C)(3) EDUCATION & WR 25000 JAG INDIANA 101 W WASHINGTON ST INDIANAPOLIS IN 46204 NONE 501(C)(3) EDUCATION & WR 100000 KAI XR PRI 440 N BARRANCA AVE 9333 COVINA CA 91723 NONE 501(C)(3) EDUCATION & WR 34410 PENNY FOUNDATION 509 LAUREL ST 1264 LA MARQUE TX 77568 NONE 501(C)(3) ECON & COMMUNITY DEV 100000 URBAN IMPACT 1721 4TH AVE N 102 BIRMINGHAM AL 35203 NONE 501(C)(3) ECON & COMMUNITY DEV 45881 URBAN LEAGUE OF MIDDLE TN 50 VANTAGE WAY SUITE 201 NASHVILLE TN 37228 NONE 501(C)(3) ECON & COMMUNITY DEV 40000 391172 14 3200705 18 6310081 INTEREST FROM PRI'S 14 4951 0 9515737 0 9515737 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17943 8972 8971 AT COST 118036514 118036514 ATTORNEY FEES 4295 2147 2148 PROGRAM-RELATED INVESTMENTS 88147 515926 515926 MISSION-RELATED INVESTMENTS 6697417 7611456 7611456 MISCELLANEOUS EXPENSES 19048 9524 9524 INSURANCE 78750 39375 39375 INTEREST FROM PRI'S 4951 4951 4951 UNREALIZED GAIN ON INVESTMENTS - CURRENT YEAR 1477900 MRI INVESTMENT ADJUSTMENTS 35960 17980 17980 FEDERAL TAXES 88626 44313 44313