Mission
THE HERITAGE FORUM'S MISSION IS TO INSPIRE AND EQUIP ATTENDEES WITH BEST PRACTICES FOR LIFE AND SUCCESSION PLANNING IN A HOLISTIC MANNER, WITH THE GOAL OF CREATING A GODLY HERITAGE VISION FOR LASTING-LEGACY.
Public Charity
HERITAGE FORUM
HERITAGE FORUM is a Public Charity headquartered in BIRMINGHAM, AL. Financial data from the 2024 filing: $66K revenue, $8K expenses, $191K total assets. 13 publicly reported grants to this organization, totaling roughly $437K, appear in IRS filings.
EIN: 831886950
BIRMINGHAM, AL
Latest filing: 2024
Total Revenue$66K
Total Expenses$8K
Total Assets$191K
Grant Records13
Funding Total$437K
Filing Years2021–2024
Sample Grants Received
LEADERSHIP DEVELOPMENT
$120,900
PUBLIC, SOCIETAL BENEFIT
$10,000
$27,000
HUMAN SERVICES
$10,000
$87,000
Showing up to 5 of 13 total records — full history available with membership.
Officers & Directors
PRESIDENT
Duane Donner
SECRETARY
Katie Burns
VICE PRESIDENT
Phil Nicaud
TREASURER
Russ Crosson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $66K | $8K | $191K |
| 2023 | $172K | $131K | $133K |
| 2022 | $123K | $111K | $91K |
| 2021 | $106K | $60K | $80K |
Between 2021 and 2024, reported annual revenue declined from $106K to $66K (-37%), with total assets most recently reported at $191K.
Interactive year-over-year charts and full filing details available with membership.