2024-08-19T12:48:43-07:00 2023-12-31 861775150 ROLLINS FINANCIAL ADVISORS LLC 3343 PEACHTREE RD NE STE 500 ATLANTA GA 30326 990PF 2023-01-01 586343708 THE BATTLE FAMILY FOUNDATION BATT 2053483620 4409 OLD BROOK RUN MOUNTAIN BROOK AL 35243 WILLIAM R BATTLE Trustee 2024-08-19 true true Joseph R Rollins CPA P01373744 4048927967 X 2023 2024-08-08 14:25:15Z X 5928248 X X 86986 86986 86986 71999 71999 71999 67870 1615826 67870 450015 676870 226855 158985 21401 21401 21401 2349 819 819 23750 22220 22220 0 50000 50000 73750 22220 22220 50000 603120 204635 136765 12996 399823 1076909 1076909 2441330 2405398 2405398 2470979 2445941 2445941 5325128 5928248 5928248 0 X 5325128 5928248 5325128 5928248 5325128 5928248 5325128 603120 5928248 5928248 GS #9489 SHORT TERM P 2023-01-01 2023-12-31 19437 19321 116 116 GS #9489 LONG TERM P 2021-01-01 2023-12-31 98827 66223 32604 32604 GS #2869 SHORT TERM P 2023-01-01 2023-12-31 31848 30916 932 932 GS #2869 LONG TERM P 2021-01-01 2023-12-31 316348 268918 47430 47430 DANAHER CORPORATION CASH IN LIEU P 2021-01-01 2023-10-13 59 59 59 GS #6547 LONG TERM P 2023-01-01 2023-12-31 518526 557122 -38596 -38596 GS #6554 SHORT TERM P 2023-01-01 2023-12-31 66816 66022 794 794 GS #6554 LONG TERM P 2021-01-01 2023-12-31 475157 451303 23854 23854 GS #6547 SHORT TERM P 2023-01-01 2023-12-31 43666 43184 482 482 35,000 MPLX LP 4.0% 02/15/2025 USD SR LIEN SRS P 2023-01-01 2023-12-21 34457 34448 9 9 11,000 NOVARTIS CAPITAL CORPORATION 3.0% P 2023-01-01 2023-12-21 10685 10499 186 186 67870 -36077 2844 2844 2844 X 85 2929 0 false false false false false false false true true GA true false false false false true N/A WILLIAM R BATTLE III 2053483620 4409 OLD BROOK RUN MOUNTAIN BROOK AL 35243 false false false false false false false false false false false false false false false false false false false false false false WILLIAM R BATTLE III 4409 OLD BROOK RUN MOUNTAIN BROOK AL 35243 TRUSTEE 1.00 0 NONE NONE TO PAY OUT OR USE INCOME OR PRINCIPAL EXCLUSIVELY TOOR FOR CHARITABLE ORGANIZATIONS DESCRIBED IN AND EXEMPTFROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUECODE. 0 5085195 514678 0 5599873 0 5599873 83998 5515875 275794 275794 2844 2844 272950 272950 272950 50000 50000 272950 1573953 1573953 50000 0 50000 222950 222950 1351003 0 1351003 1351003 WILLIAM R BATTLE III X BIG OAK RANCH PO BOX 507 SPRINGVILLE AL 35146 NONE 501(C)(3) EDUCATIONAL PURPOSES 2500 BRYANT JORDAN STUDENT ATHLETE FUND POST OFFICE BOX 242367 MONTGOMERY AL 36124 NONE 501(C)(3) EDUCATIONAL PURPOSE 2500 ALABAMA SPORTS HALL OF FAME 2150 RICHARD ARRINGTON JR BLVD BIRMINGHAM AL 35203 NONE 501(C)(3) EDUCATIONAL PURPOSE 2500 SHEPHERD CENTER 2020 PEACHTREE ROAD NW ATLANTA GA 30309 NONE 501(C)(3) MEDICAL RESEARCH 2500 BIRMINGHAM-SOUTHERN COLLEGE 900 ARKADELPHIA ROAD BOX 549003 BIRMINGHAM AL 35254 NONE 501(C)(3) CHARITY 2500 HOOVER INSTITUTION STANFORD UNIVERSITY STANFORD CA 94305 NONE 501(C)(3) EDUCATIONAL PURPOSES 10000 CULVERHOUSE COLLEGE OF BUSINESS 361 STADIUM DRIVE TUSCALOOSA AL 35487 NONE 501(C)(3) EDUCATIONAL PURPOSES 2500 NATIONAL FOOTBALL FOUNDATION 433 LAS COLINAS BLVD E STE 1130 IRVING TX 75039 NONE 501(C)(3) ATHLETIC SUPPORT 20000 5TH QUARTER COACHING INC 5538 LAKE TRACE DRIVE HOOVER AL 35244 NONE 501(C)(3) ATHLETIC SUPPORT 5000 50000 86986 71999 67870 CAPITAL GAIN DISTRIBUTION 1 NON-DIVIDEND DISTRIBUTION 1138 UNREALIZED LOSS ON ASSETS 448876 676870 676870 false false false false false false false false false false CAPITAL GAIN DISTRIBUTION 1 NON-DIVIDEND DISTRIBUTION 1138 UNREALIZED LOSS ON ASSETS 448876 MANAGEMENT FEES 21401 21401 21401 0 FOREIGN TAXES 780 780 780 FOUNDATION TAXES 1530 OTHER TAXES 39 39 39