2024-04-30T11:17:01-05:00 2023-12-31 630968374 CROW SHIELDS BAILEY PC 3742 PROFESSIONAL PARKWAY MOBILE AL 36609 990PF 2023-01-01 810940216 BUTERA AND JACOBS FAMILY FOUNDATION TRUST OF 2015 BUTE 2516896104 6432 CANEBRAKE RD MOBILE AL 36695 DR PHILIP BUTERA DIRECTOR 2516896104 2024-04-26 1 DR PHILIP BUTERA 999009999 1 ANDREW J BAILEY P01706483 2513431012 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 259318 X X 6316 6316 11677 68956 11677 17993 17993 0 0 0 2470 0 2470 1685 1685 0 1270 1270 0 5425 2955 2470 80000 80000 85425 2955 82470 -67432 15038 21526 9982 9982 172243 123131 220644 34861 28084 28692 228630 161197 259318 0 0 X 0 0 0 0 228630 161197 228630 161197 228630 161197 228630 -67432 0 161198 1 161197 AMERICAN BOND FUND OF AMERICA P 2022-06-24 2023-02-09 2142 2190 -48 -48 MFS HIGH INCOME FUND P 1982-06-24 2023-02-09 3742 3656 86 86 SPDR S&P MIDCAP 400 ETF P 2022-10-21 2023-02-09 14538 12530 2008 2008 WEITZ SHORT DUATION INCOME FUND P 2022-10-21 2023-02-09 2348 2320 28 28 AMERICAN NEW WORLD FUND P 2016-12-22 2023-02-09 6238 4522 1716 1716 COHEN & STEERS REALTY P 2016-12-22 2023-02-09 3641 3522 119 119 FIDELITY INTERNATIONAL INDEX FUND P 2016-12-22 2023-02-09 14428 11744 2684 2684 FIDELITY 500 INDEX FUND P 2016-12-22 2023-02-09 7389 5944 1445 1445 VANGUARD EQUITY INCOME ADMIRAL P 2016-12-22 2023-02-09 12107 10851 1256 1256 CAPITAL GAINS DIVIDENDS P 2383 2383 2383 11677 209 0 209 0 209 0 0 0 0 0 0 209 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A PHILIP J BUTERA MD 2516896104 6432 CANEBRAKE RD MOBILE AL 36695 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILIP J BUTERA MD 6432 CANEBRAKE RD MOBILE AL 36695 DIRECTOR 1.00 0 0 0 ROBERTA J BUTERA PHD 6432 CANEBRAKE RD MOBILE AL 36695 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 241437 8787 0 250224 0 0 250224 3753 246471 12324 12324 209 209 12115 0 12115 0 12115 82470 0 82470 12115 0 0 29681 27144 45509 102334 82470 0 0 0 12115 70355 0 0 172689 0 0 0 0 0 0 0 172689 29681 27144 45509 70355 PHILIP J BUTERA MD X US CHARITABLE GIFT TRUST 8910 PURDUE RD 500 INDIANAPOLIS IN 46268 DONATION 80000 80000 0 14 6316 14 11677 0 17993 0 17993 4 ASSETS OWNED BY THE FOUNDATION GENERATE INCOME TO FURTHER THE 4 FOUNDATION'S MISSION AND VISION. 8 ASSETS OWNED BY THE FOUNDATION GENERATE INCOME TO FURTHER THE 8 FOUNDATION'S MISSION AND VISION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2470 0 2470 CORPORATE BONDS 28084 28692 EQUITY SECURITIES 41937 123252 MUTUAL FUNDS 81194 97392 DISALLOWED LOSS ON WASH SALES 1 MANAGEMENT FEES 1685 1685 0 FOREIGN TAXES 80 80 0 TAXES 1190 1190 0