2024-05-14T10:54:04-05:00 2023-12-31 471975520 HIERONYMUS CPAS LLC PO BOX 7006 MOBILE AL 36670 990PF 2023-01-01 263868045 HARRY J AND ALOYIS L SONNEBORN CHARITABLE FOUNDATION HARR 2513757805 PO BOX 1625 MOBILE AL 36633 KATIE P SMITH TRUST OFFICER TRUST OFFICER 2513757805 2024-05-13 1 KATIE SMITH TRUST OFFICER 999009999 0 MARK E HIERONYMUS P00168043 2516809848 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7141768 X 80450 3359 3359 150551 150551 253613 2726520 253613 487973 407523 0 0 0 0 0 30919 30919 0 0 28620 28620 0 0 59539 59539 0 0 321306 321306 380845 59539 0 321306 107128 347984 0 451104 151322 151322 4350918 4830149 6990446 72320 0 0 4874342 4981471 7141768 0 0 X 0 0 0 0 4874342 4981471 4874342 4981471 4874342 4981471 4874342 107128 1 4981471 0 4981471 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 1385760 1453167 -67407 -67407 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 1336115 1019740 316375 316375 CAPITAL GAINS DIVIDENDS P 4645 4645 4645 253613 4837 0 4837 0 4837 2225 0 0 0 2225 0 2612 0 0 0 0 0 0 0 0 0 0 0 1 AL 1 0 1 0 0 1 N/A OAKWORTH CAPITAL BANK 2052634700 2100 SOUTHBRIDGE PKWY BIRMINGHAM AL 35209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT B KING 4226 BELLEVUE LANE MOBILE AL 36608 DIRECTOR 1.00 0 0 0 GREGORY L LUCE 4251 THE CEDARS MOBILE AL 36608 DIRECTOR 1.00 0 0 0 WALTER F D'OLIVE III 3532 SPRINGWOOD DR EAST MOBILE AL 36608 DIRECTOR 1.00 0 0 0 OAKWORTH CAPITAL BANK 1 ST LOUIS STREET 3200 MOBILE AL 36602 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 6260862 451502 0 6712364 0 0 6712364 100685 6611679 330584 330584 4837 4837 325747 0 325747 0 325747 321306 0 321306 325747 0 0 20884 37907 58791 321306 0 0 0 321306 0 4441 4441 54350 0 0 0 0 0 0 0 54350 16443 37907 KATIE P SMITH OAKWORTH CAPTIAL BANK PO BOX 1625 MOBILE AL 36633 2513757807 KATE.SMITH@OAKWORTHCAPITAL.COM APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORMAT AND INCLUDE A COVER LETTER, A PROPOSAL INCLUDING TIMELINE, BUDGET OUTLINE AND ESTIMATED IMPACT OF PROJECT ON PRIMARY AND SECONDARY STAKEHOLDERS (INCLUDING THE NUMBER OF INDIVIDUALS THAT WILL BENEFIT FROM THE FUNDING.) THE APPLICATION SHOULD ALSO INCLUDE A COPY OF THE ORGANIZATION'S IRS 501(C)(3) FEDERAL EXEMPTION LETTER, A LIST OF THE BOARD OF DIRECTORS AND SUPPORT MATERIES (I.E., ANNUAL REPORTS, BROCHURES, FLYERS, PRESS CLIPPING, ETC.) NONE NONE KATIE P SMITH OAKWORTH CAPTIAL BANK PO BOX 1625 MOBILE AL 36633 2513757807 KATE.SMITH@OAKWORTHCAPITAL.COM SCHOLARSHIPS WILL BE PUBLICIZED BY DISTRICT NOTIFICATION OF THE ADMINISTRATIONS OF PUBLIC AND PRIVATE HIGH SCHOOLS WITHIN THE MOBILE COUNTY, AL. A WRITTEN SCHOLARSHIP APPLICATION WILL BE REQUIRED. NONE THE SELECTION OF QUALIFIED STUDENTS WILL BE BASED UPON EXCEPTIONAL ACADEMIC ACHIEVEMENT, FINANCIAL NEED, DEMONSTRATED LEADERSHIP CAPACITY, DEMONSTRATED COMMUNITY SERVICE, AND OUSTANDING MORAL CHARACTER. PRIOR SCHOLARSHIP RECIPIENTS WILL RECEIVE PRIORITY FOR SCHOLARSHIPS WHILE THEY ARE ENROLLED FULL TIME IN THEIR RESPECTIVE COLLEGE, PROVIDED THEY MAINTAIN A 2.9 GPA (OR ITS EQUIVALENT) AND EITHER ENGAGE IN A CERTIFIED WORK STUDY PROGRAM OR WORK PART TIME (AT LEAST 10 HOURS) DURING THEIR COLLEGE STUDIES. SPRINGHILL COLLEGE 4000 DAUPHIN ST MOBILE AL 36608 NONE 501(C)(3) SCHOLARSHIPS 78700 SALVATION ARMY 1009 DAUPHIN ST MOBILE AL 36604 NONE 501(C)(3) CHARITABLE DONATION 17500 AUTISM 2 ABILITY 64 ST FRANCIS ST 210 MOBILE AL 36602 NONE 501(C)(3) CHARITABLE DONATION 4000 BISHOP STATE COMMUNITY COLLEGE 351 N BROAD ST MOBILE AL 36603 NONE 501(C)(3) SCHOLARSHIPS 21324 WINGS OF LIFE 800 ST LOUIS ST MOBILE AL 36602 NONE 501(C)(3) SCHOLARSHIPS 2000 DANCE WITHOUT LIMITS 4715 AIRPORT BLVD MOBILE AL 36608 NONE 501(C)(3) CHARITABLE DONATION 4000 DAUPHIN ISLAND SEA LAB 101 BIENVILLE BLVD DAUPHIN ISLAND AL 36528 NONE 501(C)(3) CHARITABLE DONATION 10000 DUMAS WESLEY 126 MOBILE ST MOBILE AL 36607 NONE 501(C)(3) CHARITABLE DONATION 3000 FEED THE GULF COAST 5248 MOBILE S ST THEODORE AL 36582 NONE 501(C)(3) CHARIABLE DONATION 20000 GOODWILL EASTER SEALS OF THE GULF COAST 2440 GORDON SMITH DRIVE MOBILE AL 36617 NONE 501(C)(3) CHARITABLE DONATION 7500 HISTORIC BLAKELY AUTHORITY 34745 STATE HWY 225 SPANISH FORT AL 36527 NONE 501(C)(3) CHARITABLE DONATION 3000 HISTORIC RESTORATION SOCIETY 300 OAKLEIGH PLACE MOBILE AL 36604 NONE 501(C)(3) CHARITABLE DONATION 3000 FIRST LIGHT COMMUNITY HOME 151 SOUTH ANN STREET MOBILE AL 36604 NONE 501(C)(3) CHARITABLE DONATION 16500 LITTLE SISTERS OF THE POOR 1655 MCGILL AVENUE MOBILE AL 366041299 NONE 501(C)(3) CHARITABLE DONATION 20000 RONALD MCDONALD 1626 SPRINGHILL AVE MOBILE AL 36604 NONE 501(C)(3) CHARITABLE DONATION 3500 MULHERIN HOME 2496 HALLS MILL RD MOBILE AL 36606 NONE 501(C)(3) CELEBRATE HOPE 10000 MOBILE SYMPHONY ORCHESTRA 257 DAUPHIN ST MOBILE AL 36602 NONE 501(C)(3) CHARITABLE DONATION 12500 MOBILE HISTORIC DEVELOPMENT COMMISSION 05 GOVERNMENT ST UNIT 2 MOBILE AL 36644 NONE 501(C)(3) CHARITABLE DONATION 10000 ST JOSEPH CATHOLIC CHURCH 1703 DUBLIN ST MOBILE AL 36605 NONE 501(C)(3) CHARITABLE DONATION 2000 MCKEMIE PLACE PO BOX 851418 MOBILE AL 36685 NONE 501(C)(3) CHARITABLE DONATION 5000 UNITED WAY OF SW ALABAMA 18 ST FRANCIS ST MOBILE AL 36602 NONE 501(C)(3) CHARITABLE DONATION 4000 UNIVERSITY OF MOBILE 5735 COLLEGE PKWY MOBILE AL 36613 NONE 501(C)(3) SCHOLARSHIPS 17282 UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 NONE 501(C)(3) SCHOLARSHIPS 19000 USA HELATH (UNIVERSITY OF SOUTH ALABAMA) 2451 UNIVERSITY HOSPITAL DR MOBILE AL 36617 NONE 501(C)(3) CHARITABLE DONATION 10000 VAGABOND MISSIONS - MOBILE PO BOX 53109 PITTSBURGH PA 15219 NONE 501(C)(3) CHARITABLE DONATION 7500 VICTORY HEALTH PARTNERS 3750 PROFESSIONAL PKWY MOBILE AL 36609 NONE 501(C)(3) CHARITABLE DONATION 10000 321306 0 14 3359 14 150551 18 253613 0 407523 0 407523 0 0 0 0 0 0 0 0 0 0 X X 1 WALTON INTERNATIONAL GROUP 8800 N GAINEY CENTER DR SUITE 345 SCOTTSDALE AZ 85258 76450 X EQUITY FUNDS 3443561 5539540 FIXED INCOME FUNDS 1386588 1450906 OAKWORTH INVESTMENT MANAGEMENT FEES 28620 28620 0 0 TIMING DIFFERENCES 1 OAKWORTH TRUSTEE FEES 26419 26419 0 0 OTHER TRUSTEE FEES 4500 4500 0 0 WALTON INTERNATIONAL GROUP 8800 N GAINEY CENTER DR SUITE 345 SCOTTSDALE AZ 85258