2024-09-20T13:33:11-05:00 2023-12-31 630967991 BERN BUTLER CAPILOUTO & MASSEY PC PO BOX 230250 MONTGOMERY AL 361230250 990PF 2023-01-01 466878792 DOY & MARGARET MCCALL FAMILY FOUNDATION DOY& 3342241497 8343 LONGNEEDLE DRIVE MONTGOMERY AL 36117 DOY LEALE MCCALL III TRUSTEE 3342241497 2024-09-20 1 0 JERRY W GRANT CPA P00060436 3342444100 2023 2024-08-08 14:25:15Z X 842737 X X 21 21 26499 26499 25138 254883 25138 35476 35476 87134 87134 0 0 0 4975 0 0 1027 487 0 4114 4114 0 10116 4601 0 43092 43092 53208 4601 43092 33926 82533 5641 49155 49155 702034 692446 793582 707675 741601 842737 0 0 X 707675 741601 707675 741601 707675 741601 707675 33926 0 741601 0 741601 PUBLICLY TRADED SECURITIES - S/T 34391 35651 -1260 -1260 PUBLICLY TRADED SECURITIES - L/T 215486 194094 21392 21392 CAPITAL GAINS DIVIDENDS P 5006 5006 5006 25138 1147 0 1147 0 1147 840 0 0 0 840 0 307 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A DOY LEALE MCCALL III 3342241497 8343 LONGNEEDLE DRIVE MONTGOMERY AL 36117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOY LEALE MCCALL III 8343 LONGNEEDLE DRIVE MONTGOMERY AL 36117 TRUSTEE 0.00 0 0 0 JOHN P MCCALL 3906 SPRING BANK ROAD MOBILE AL 36608 TRUSTEE 0.00 0 0 0 MARGARET MCCALL ROLFSEN 113 LYNNWOOD BOULEVARD NASHVILLE TN 37205 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 792855 27398 0 820253 0 0 820253 12304 807949 40397 40397 1147 1147 39250 0 39250 0 39250 43092 0 43092 39250 0 0 813 813 43092 0 0 0 39250 3842 0 0 4655 0 0 0 0 0 0 0 4655 813 3842 X AFRICAN WILDLIFE FOUNDATION 1100 NEW JERSEY AVE SE STE 900 WASHINGTON DC 20003 PC PROTECT WILDLIFE & WILD LANDS 500 BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 PC EDUCATIONAL INSTITUTION 2000 CHRIST CHURCH CATHEDRAL 900 BROADWAY NASHVILLE TN 37203 PC RELIGIOUS SERVICES 9868 CHRISTOPHER CURRIE SUMMER CAMP SCHOLARSHIP ENDOWMENT CAMP BECKWITH 10400 BECKWITH LN FAIRHOPE AL 36532 PC CAMP SCHOLARSHIPS 500 CHURCH OF THE ASCENSION 315 CLANTON AVE MONTGOMERY AL 36104 PC RELIGIOUS SERVICES 500 MOBILE CARNIVAL ASSOCIATION PO BOX 2121 MOBILE AL 36652 PC CIVIC EVENT, HISTORIC SOCIETY 1000 MONROE COUNTY MUSEUM 31 NORTH ALABAMA AVE MONROEVILLE AL 36460 PC HISTORIC PRESERVATION & EDUCATION 500 HEART OF ALABAMA FOOD BANK 521 TRADE CENTER ST MONTGOMERY AL 36108 PC PROVIDE SUPPORT FOR FOOD-INSECURE INDIVIDUALS 1184 MONTGOMERY BELL ACADEMY 4001 HARDING PIKE NASHVILLE TN 37205 PC COLLEGE PREP EDUCATIONAL FACILITY 500 NATURE CONSERVANCY OF ALABAMA 209 20TH STREET NORTH 70 BIRMINGHAM AL 35203 PC NATURE & WILDLIFE PRESERVATION 6540 PARK CENTER 801 12TH AVE S NASHVILLE TN 37203 PC SERVICES FOR MENTALLY ILL ADULTS 500 ST JOHN'S EPISCOPAL CHURCH 113 MADISON AVENUE MONTGOMERY AL 36104 PC PROMOTE RELIGIOUS ACTIVITIES 1000 ST PAULS EPISCOPAL CHURCH 210 LAUDERDALE ST SELMA AL 36701 PC PROMOTING RELIGIOUS ACTIVITES 1000 TEACH FOR AMERICA SOUTHEAST REGION PO BOX 748590 ATLANTA GA 303748590 PC EQUITABLE EDUCATION SUPPORT 500 THE HARPETH HALL SCHOOL 3801 HOBBS ROAD NASHVILLE TN 37215 PC COLLEGE PREP EDUCATIONAL FACILITY 1500 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 PC LGBTQ YOUTH CRISIS SUPPORT 1000 THISTLE FARMS 5122 CHARLOTTE AVE NASHVILLE TN 37209 PC REHAB FOR ABUSED, ADDICTED WOMEN 1500 TRINITY UNIVERSITY ONE TRINITY PLACE 49 SAN ANTONIO TX 782127200 PC EDUCATIONAL INSTITUTION 1500 TULANE UNIVERSITY 1555 POYDRAS ST STE 1000 NEW ORLEANS LA 70112 PC EDUCATIONAL INSTITUTION 5000 UNIVERSITY OF SOUTH ALABAMA 5901 USA DRIVE NORTH STE 300 MOBILE AL 36688 PC MCCALL LIBRARY SUPPORT FUND 1000 UNIVERSITY OF THE SOUTH 735 UNIVERSITY AVE SEWANEE TN 37383 PC SCHOLARSHIP FUND FOR THE COLLEGE OF ARTS AND SCIENCES 1500 VALIANT CROSS ACADEMY 301 DEXTER AVENUE MONTGOMERY AL 36104 PC EDUCATIONAL SUPPORT 500 WHITE HOUSE ASSOCIATION OF ALABAMA 644 WASHINGTON AVE MONTGOMERY AL 36130 PC HISTORIC PRESERVATION AND EDUCATION 500 YWCA NASHVILLE AND MIDDLE TN 1608 WOODMONT BLVD NASHVILLE TN 37215 PC DOMESTIC VIOLENCE SHELTER 500 PERDUE HILL CLAIBORNE FOUNDATION PO BOX 9 PERDUE HILL AL 36470 PC HISTORIC PRESERVATION 1000 LOST-N-FOUND YOUTH 2585 CHANTILLY DRIVE NE ATLANTA GA 30324 PC LGBTQ YOUTH HOMELESSNESS SUPPORTLGBTQ YOUTH HOMELESSNESS SUPPORT 1500 43092 0 14 21 14 26499 14 35476 18 25138 0 87134 0 87134 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4975 0 0 RAYMOND JAMES 692446 793582 INVESTMENT FEES 4114 4114 0 OTHER INVESTMENT INCOME 35476 35476 35476 FOREIGN TAX PAID ON DIVIDENDS 487 487 0 FEDERAL EXCISE TAX 540 0 0