2024-05-20T09:44:10-05:00 2023-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2023-01-01 630989498 LISA AND ALAN ENGEL FOUNDATION LISA 2052214000 1150 FINANCIAL CENTER BIRMINGHAM AL 35203 ALAN ENGEL DIRECTOR 2052214000 2024-05-20 1 ALAN ENGEL XXX-XX-XXXX 1 STACY WATTS P01464575 2059794100 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 308947 X 0 X 7327 7327 2763 188371 2763 11 11 0 10101 10101 0 0 0 0 0 2953 2215 0 738 1700 1275 0 425 1499 1499 0 0 312 0 0 0 622 467 0 155 7086 5456 0 1318 190922 190922 198008 5456 0 192240 -187907 4645 0 74171 58518 58518 180498 120024 201961 127036 47230 48468 381705 225772 308947 0 0 X 381705 225772 0 0 0 0 381705 225772 381705 225772 381705 -187907 31974 225772 0 225772 STATE STREET BANK & TRUST COMPANY ACCT# 8621 STCG P 2023-12-31 46175 52354 -6179 -6179 STATE STREET BANK & TRUST COMPANY ACCT# 8621 LTCG P 2023-12-31 142196 133254 8942 8942 2763 -6179 65 0 65 0 65 0 0 0 0 0 0 65 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A 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ALABAMA SYMPHONY ORCHESTRA 3621 SIXTH AVENUE SOUTH BIRMINGHAM AL 35222 NONE PC CIVIC 250 ALIRP 2641 PADEN PLACE BIRMINGHAM AL 35226 NONE PC CIVIC 1000 ALYS STEPHENS CENTER 1200 10TH AVE S BIRMINGHAM AL 35294 NONE PC CIVIC 2500 ALZHEIMER'S OF CENTRAL ALABAMA 300 OFFICE PARK DR STE 225 BIRMINGHAM AL 35223 NONE PC MEDICAL 150 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC CIVIC 500 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC CIVIC 40016 BETH-EL CONGREGATION 8101 PARK HEIGHTS AVENUE PIKESVILLE MD 21208 NONE PC RELIGIOUS 18 BIRMINGHAM JEWISH FEDERATION 3966 MONTCLAIR RD BIRMINGHAM AL 35213 NONE PC CIVIC 108 BIRMINGHAM JEWISH FOUNDATION 3966 MONTCLAIR RD BIRMINGHAM AL 35213 NONE PC CIVIC 12216 BIRMINGHAM MUSEUM OF ART 2000 REVEREND ABRAHAM WOODS JR BOULEVARD BIRMINGHAM AL 35203 NONE PC CIVIC 2500 BIRMINGHAM ZOO 2630 CAHABA RD BIRMINGHAM AL 35223 NONE PC CIVIC 1000 BLOOM HILLEL 380 9TH ST TUSCALOOSA AL 35401 NONE PC CIVIC 500 CHABAD 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WOODWARD DR PELHAM AL 35124 NONE PC EDUCATIONAL 4050 JARC 6735 TELEGRAPH ROAD SUITE 100 BLOOMFIELD HILLS MI 48301 NONE PC CIVIC 36 JEWISH FERTILITY FOUNDATION 2897 N DRUID HILLS ROAD NE ATLANTA GA 30329 NONE PC CIVIC 500 JOINT DISTRIBUTION COMMITTEE 220 E 42ND ST NEW YORK NY 10017 NONE PC CIVIC 5400 KNESSETH ISRAEL CONGREGATION 3100 OVERTON RD BIRMINGHAM AL 35223 NONE PC RELIGIOUS 180 LEADERSHIP BIRMINGHAM 1710 6TH AVENUE NORTH 12TH FLOOR BIRMINGHAM AL 35203 NONE PC CIVIC 250 LEVITE JEWISH COMMUNITY CENTER 3960 MONTCLAIR RD BIRMINGHAM AL 35213 NONE PC RELIGIOUS 2500 LEWY BODY DEMENTIA ASSOCIATION 912 KILLIAN HILL ROAD SW LILBURN GA 30047 NONE PC MEDICAL 50 MANAGEMENT LEADERSHIP FOR TOMORROW 1331 L ST NW WASHINGTON DC DC 20005 NONE PC CIVIC 500 NE MILES JEWISH DAY SCHOOL 4000 MONTCLAIR RD BIRMINGHAM AL 35213 NONE PC EDUCATIONAL 17500 NATIONAL ALLIANCE ON MENTAL ILLNESS PO BOX 550039 BIRMINGHAM AL 35255 NONE PC CIVIC 250 NATIONAL MS SOCIETY 22OO WOODCREST PLACE SUITE 230 BIRMINGHAM AL 35209 NONE PC CIVIC 180 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 NONE PC EDUCATIONAL 7500 OASIS COUNSELING BIRMINGHAM 1900 14TH AVE S BIRMINGHAM AL 35205 NONE PC CIVIC 1000 ONE PLACE METRO AL FAMILY JUSTICE CTR 3613 6TH AVE S BIRMINGHAM AL 35222 NONE PC CIVIC 1000 PLANNED PARENTHOOD SOUTHEAST 1211 27TH PLACE SOUTH BIRMINGHAM AL 35205 NONE PC MEDICAL 1300 PLANNED PARENTHOOD 123 WILLIAM ST NEW YORK NY 10038 NONE PC MEDICAL 500 QUARTERBACKING CHILDREN'S HEALTH 2019 4TH AVE N SUITE 101 BIRMINGHAM AL 35203 NONE PC CIVIC 150 RAMAH DAROM 70 CAMP DAROM CLAYTON GA 30525 NONE PC RELIGIOUS 1000 RANSOM EVERGLADES SCHOOL 3575 MAIN HWY MIAMI FL 33133 NONE PC EDUCATIONAL 250 RED MOUNTAIN THEATER 301 19TH ST N BIRMINGHAM AL 35205 NONE PC CIVIC 7500 STIAR BIRMINGHAM 3703 5TH AVE SOUTH SUITE 400 BIRMINGHAM AL 35222 NONE PC EDUCATIONAL 250 TEACH FOR AMERICA ALABAMA 2301 1ST AVE N BIRMINGHAM AL 35203 NONE PC EDUCATIONAL 500 TEMPLE BETH-EL 2179 HIGHLAND AVE BIRMINGHAM AL 35205 NONE PC RELIGIOUS 11412 TEMPLE EMANU-EL 2100 HIGHLAND AVE BIRMINGHAM AL 35205 NONE PC RELIGIOUS 1126 TERRIFIC NEW THEATRE PO BOX 130368 BIRMINGHAM AL 35213 NONE PC CIVIC 1000 THE EXECPTIONAL FOUNDATION 1616 OXMOOR ROAD BIRMINGHAM AL 35209 NONE PC CIVIC 500 THE MIKE SLIVE FOUNDATION PO BOX 530748 BIRMINGHAM AL 35253 NONE PC CIVIC 100 THE MORGAN PROJECT 4100 N WICKHAM ROAD SUITE 107A MELBOURNE FL 32935 NONE PC CIVIC 250 THE WOMEN'S FOUNDATION OF ALABAMA 2201 5TH AVE S SUITE 110 BIMRINGHAM AL 35233 NONE PC CIVIC 5100 TORAH FUND 3080 BROADWAY NEW YORK NY 10027 NONE PC RELIGIOUS 180 TRANSGENDER LAW CENTER PO BOX 70976 OAKLAND CA 94612 NONE PC CIVIC 500 UAB ATHLETICS FOUNDATION 1720 2ND AVE SOUTH BIRMINGHAM AL 35294 NONE PC CIVIC 1000 UNITED ABILITY 100 OSLO CIR BIRMINGHAM AL 35211 NONE PC CIVIC 1000 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC EDUCATIONAL 2500 UNIVERSITY OF ALABAMA 739 UNIVERSITY BLVD TUSCALOOSA AL 35487 NONE PC EDUCATIONAL 10000 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 80203 NONE PC EDUCATIONAL 5000 USC SHOAH FOUNDATION 650 WEST 35TH STREET SUITE 401 LOS ANGELES CA 90007 NONE PC CIVIC 1000 WOODLAWN UNITED 5529 1ST AVE S BIRMINGHAM AL 35212 NONE PC CIVIC 1000 YWCA OF CENTRAL ALABAMA 309 23RD STREET N BIRMINGHAM AL 35203 NONE PC CIVIC 300 190922 0 14 7327 14 11 18 2763 0 10101 0 10101 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1700 1275 0 425 CORPORATE BONDS 47230 48468 COMMON STOCK 120024 201961 LEGAL FEES 2953 2215 0 738 BANK FEES 549 412 0 137 POSTAGE AND SHIPPING 73 55 0 18 NONDIVIDEND DISTRIBUTIONS 11 11 0 DIFFERENCE IN FMV AND NBV OF DONATED STOCK 31974 INVESTMENT ADVISORY FEES 1498 1498 0 0 ADR FEE 1 1 0 0 EXCISE TAXES PAID 312 0 0 0