Herbert And Marian Haley Foundation

First State Bank & Trust Co Ttee

Birmingham, AL
Tax-exempt since Aug. 1995
EIN: 58-6306798

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$374k (2024)

Expenses

$304k (2024)

Total Assets

$4.55M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$373,802

Expenses

$303,746

Net Income

$70,056

Net Assets

$4,546,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,898	40.6%
Sales of Assets	$218,916	58.6%
Other Income	$2,988	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,428	80.5%
Compensation of Officers*	$40,513	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,546,706
Total Liabilities	$0
Net Assets	$4,546,706

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$40,513	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$266,113

Expenses

$303,299

Net Income

-$37,186

Net Assets

$4,476,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,571	50.2%
Sales of Assets	$132,358	49.7%
Other Income	$184	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,367	83.9%
Compensation of Officers*	$35,973	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,477,926
Total Liabilities	$1,276
Net Assets	$4,476,650

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$35,973	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$166,354

Expenses

$347,246

Net Income

-$180,892

Net Assets

$4,514,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,341	79.6%
Sales of Assets	$33,811	20.3%
Other Income	$202	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$292,170	84.1%
Compensation of Officers*	$37,681	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,516,248
Total Liabilities	$2,025
Net Assets	$4,514,223

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$37,681	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$554,565

Expenses

$328,327

Net Income

$226,238

Net Assets

$4,703,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,076	24.2%
Sales of Assets	$420,048	75.7%
Other Income	$441	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,975	80.4%
Compensation of Officers*	$38,467	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,723,362
Total Liabilities	$20,000
Net Assets	$4,703,362

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$38,467	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$327,988

Expenses

$287,664

Net Income

$40,324

Net Assets

$4,477,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,111	38.1%
Sales of Assets	$202,670	61.8%
Other Income	$207	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,552	81.9%
Compensation of Officers*	$34,279	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,477,124
Total Liabilities	$1
Net Assets	$4,477,123

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$34,279	$0

990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$220,828

Expenses

$319,499

Net Income

-$98,671

Net Assets

$4,449,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,874	61.1%
Sales of Assets	$82,271	37.3%
Other Income	$3,683	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,364	84.9%
Compensation of Officers*	$32,519	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,449,634
Total Liabilities	$1
Net Assets	$4,449,633

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$32,519	$0

990-PF

Filed on May 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$230,155

Expenses

$317,310

Net Income

-$87,155

Net Assets

$4,548,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,225	55.3%
Sales of Assets	$102,930	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,300	83.0%
Compensation of Officers*	$33,044	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,548,305
Total Liabilities	$0
Net Assets	$4,548,305

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$33,044	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$270,196

Expenses

$238,096

Net Income

$32,100

Net Assets

$4,635,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,548	19.8%
Interest Revenue	$0
Dividends	$114,868	42.5%
Sales of Assets	$101,780	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,300	78.7%
Compensation of Officers*	$30,599	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,635,460
Total Liabilities	$0
Net Assets	$4,635,460

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$30,599	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,474,555

Expenses

$155,725

Net Income

$2,318,830

Net Assets

$4,603,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,450,000	99.0%
Interest Revenue	$0
Dividends	$72,198	2.9%
Sales of Assets	-$47,643
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,695	77.5%
Compensation of Officers*	$24,287	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,603,360
Total Liabilities	$0
Net Assets	$4,603,360

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$24,287	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$133,480

Expenses

$145,340

Net Income

-$11,860

Net Assets

$2,284,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,154	44.3%
Sales of Assets	$74,326	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,483	76.7%
Compensation of Officers*	$16,712	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,284,530
Total Liabilities	$0
Net Assets	$2,284,530

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$16,712	$0

990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$269,019

Expenses

$115,066

Net Income

$153,953

Net Assets

$2,296,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,038	23.4%
Sales of Assets	$205,981	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,000	82.6%
Compensation of Officers*	$16,796	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,296,390
Total Liabilities	$0
Net Assets	$2,296,390

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$16,796	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$883,714

Expenses

$83,621

Net Income

$800,093

Net Assets

$2,142,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$770,043	87.1%
Interest Revenue	$0
Dividends	$49,224	5.6%
Sales of Assets	$64,447	7.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,194	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,142,437
Total Liabilities	$0
Net Assets	$2,142,437

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$96,643

Expenses

$83,833

Net Income

$12,810

Net Assets

$1,342,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,536	41.9%
Sales of Assets	$56,107	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,315	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,342,344
Total Liabilities	$1
Net Assets	$1,342,343

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$114,778

Expenses

$80,731

Net Income

$34,047

Net Assets

$1,329,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,719	33.7%
Sales of Assets	$76,059	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,046	85.5%
Compensation of Officers*	$9,278	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,329,534
Total Liabilities	$1
Net Assets	$1,329,533

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Herbert And Marian Haley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $374k (2024)

Expenses $304k (2024)

Total Assets $4.55M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$374k (2024)

Expenses

$304k (2024)

Total Assets

$4.55M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2020

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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