2025-10-13T09:19:06-05:00 2024-12-31 630861649 Duval & Associates PC CPA's 3615 Eighth Avenue South Birmingham AL 35222 990PF 2024-01-01 201882904 O'Sullivan Family Charitable Foundation OSUL 2058034300 P O Box 590005 Birmingham AL 352590005 Patrick L O'Sullivan Director 2058034300 2025-10-09 1 1 James M Brooks P00132546 2053260453 2025-10-13 2024 2025-03-06 01:10:19Z X 6057700 X X 72247 72247 243049 1370607 243049 315296 315296 8000 2000 6000 386 97 289 4925 1231 3694 136 136 0 72606 72606 0 86053 76070 9983 250000 250000 336053 76070 259983 -20757 239226 11383 18069 18069 81412 89623 89623 3526725 3491071 5950008 3619520 3598763 6057700 0 0 X 3619520 3598763 3619520 3598763 3619520 3598763 3619520 -20757 0 3598763 0 3598763 51 Abbvie Inc 2020-05-22 2024-08-02 9847 4712 5135 5135 65 American Express Company 2018-11-07 2024-09-25 17343 6941 10402 10402 22 Avery Dennison Corp 2017-01-31 2024-08-02 4625 1604 3021 3021 19 Broadcom Inc 2022-09-09 2024-02-02 23249 9963 13286 13286 41 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954 954 54 Johnson & Johnson 2017-01-31 2024-08-08 8671 6098 2573 2573 17 Johnson & Johnson 2017-11-28 2024-08-08 2730 2355 375 375 28 Johnson & Johnson 2020-05-22 2024-08-08 4496 4087 409 409 81 Johnson & Johnson 2022-02-03 2024-08-08 13007 14058 -1051 -1051 32 JPMorgan Chase & Co 2016-06-29 2024-08-02 6519 1945 4574 4574 49 JPMorgan Chase & Co 2017-01-31 2024-08-02 9983 4145 5838 5838 7 JPMorgan Chase & Co 2017-11-28 2024-08-02 1426 690 736 736 126 Kroger Co 2022-02-15 2024-08-02 6950 5834 1116 1116 25 Lowes Companies Inc 2016-06-29 2024-08-02 5937 1945 3992 3992 17 Meta Platforms Inc Class A 2017-11-28 2024-08-02 8409 3122 5287 5287 10 Meta Platforms Inc Class A 2020-05-22 2024-08-02 4947 2304 2643 2643 32 Meta Platforms Inc Class A 2017-01-31 2024-02-02 15363 4154 11209 11209 4 Meta Platforms Inc Class A 2017-11-28 2024-02-02 1920 734 1186 1186 23 Parker Hannifin Corp 2023-01-31 2024-08-02 11830 7446 4384 4384 84 Philip Morris International 2021-08-20 2024-08-02 9937 8536 1401 1401 28 Pioneer Natural Resources 2017-01-31 2024-02-02 6392 5032 1360 1360 19 Pioneer Natural Resources 2017-11-28 2024-02-02 4337 2872 1465 1465 66 Pioneer Natural Resources 2020-05-22 2024-02-02 15066 6100 8966 8966 37 Pioneer Natural Resources 2022-02-03 2024-02-02 8446 8291 155 155 73 RTX Corporation 2021-03-03 2024-08-02 8605 5533 3072 3072 26 Salesforce Inc 2019-05-07 2024-02-02 7472 4105 3367 3367 22 Stryker Corp 2017-01-27 2024-08-02 7240 2719 4521 4521 9 Stryker Corp 2017-01-31 2024-08-02 2962 1100 1862 1862 82 Uber Technologies Inc 2021-03-03 2024-02-02 5585 4651 934 934 14 Unitedhealth Group Inc 2017-01-27 2024-08-08 7952 2282 5670 5670 109 Vertiv Holdings LLC Class A 2020-12-10 2024-09-25 10961 2074 8887 8887 90 Vertiv Holdings LLC Class A 2022-02-03 2024-09-25 9050 1902 7148 7148 327 Vertiv Holdings LLC Class A 2020-12-10 2024-02-02 20156 6223 13933 13933 65 Abbott Laboratories 2019-03-27 2024-06-18 6736 5106 1630 1630 23 Abbott Laboratories 2020-05-22 2024-06-18 2384 2075 309 309 35 Abbott Laboratories 2022-02-04 2024-06-18 3627 4542 -915 -915 37 Advanced Micro Devices Inc 2021-11-23 2024-08-29 5492 5450 42 42 60 Advanced Micro Devices Inc 2021-12-15 2024-08-29 8906 8195 711 711 42 Advanced Micro Devices Inc 2022-02-04 2024-08-29 6234 6723 -489 -489 10 Advanced Micro Devices Inc 2021-11-23 2024-08-02 1335 1473 -138 -138 36 Alphabet Inc Class C 2017-01-30 2024-08-02 6007 1445 4562 4562 23 Alphabet Inc Class A 2017-01-30 2024-08-02 3799 947 2852 2852 50 Amazon.Com Inc 2017-01-30 2024-08-02 8375 2067 6308 6308 67 Ametek Inc New 2021-07-02 2024-06-18 11363 8991 2372 2372 27 Ametek Inc New 2022-02-04 2024-06-18 4579 3724 855 855 80 Apple Inc 2017-01-30 2024-08-02 17814 2422 15392 15392 5 Arista Networks Inc 2022-04-20 2024-08-02 1585 641 944 944 22 Astrazeneca PLC 2017-01-30 2024-08-02 1786 1271 515 515 2 Axon Enterprise Inc 2021-07-02 2024-08-02 581 352 229 229 151 Axonics Inc 2023-12-19 2024-11-18 10721 9088 1633 1633 11 Axonics Inc 2023-12-19 2024-08-02 753 662 91 91 12 Bellring Brands Inc 2024-03-26 2024-08-02 598 712 -114 -114 20 Broadcom Inc 2017-07-19 2024-08-02 2865 505 2360 2360 4 Constellation Brands Inc 2022-07-27 2024-08-02 978 969 9 9 3 Costco Wholesale Corp-New 2020-05-22 2024-08-02 2454 905 1549 1549 17 Danaher Corporation 2020-05-22 2024-12-17 4020 2369 1651 1651 38 Danaher Corporation 2022-02-04 2024-12-17 8987 9708 -721 -721 4 Danaher Corporation 2020-05-22 2024-08-02 1099 557 542 542 53 Dexcom Inc 2023-12-19 2024-08-27 3861 6546 -2685 -2685 91 Dexcom Inc 2022-12-21 2024-08-27 6629 10391 -3762 -3762 10 Dexcom Inc 2022-12-21 2024-08-02 716 1142 -426 -426 8 Ecolab Inc 2017-01-30 2024-08-02 1884 966 918 918 9 Eli Lilly & Co 2017-01-30 2024-08-02 7147 674 6473 6473 26 Eli Lilly & Co 2017-01-30 2024-06-27 23507 1947 21560 21560 63 Endava PLC 2022-03-25 2024-05-03 1969 8223 -6254 -6254 7 EOG Res Inc 2022-07-27 2024-08-02 843 741 102 102 2 Epam Systems Inc 2020-05-22 2024-08-02 413 449 -36 -36 1 Equinix Inc 2019-08-07 2024-08-02 806 528 278 278 15 Exlservice Holdings Inc 2022-09-28 2024-08-02 506 442 64 64 34 Five Below Inc 2021-07-02 2024-08-27 2825 6710 -3885 -3885 15 Five Below Inc 2022-02-04 2024-08-27 1246 3138 -1892 -1892 3 Five Below Inc 2021-07-02 2024-08-02 210 592 -382 -382 20 Fortinet Inc 2017-11-28 2024-08-02 1118 169 949 949 3 Inspire Medical Systems Inc 2019-12-12 2024-08-02 450 217 233 233 5 Intercontinental Exchange 2017-11-28 2024-08-02 745 344 401 401 2 Intercontinental Exchange 2020-05-22 2024-08-02 298 186 112 112 2 Intuit Inc 2019-07-23 2024-08-02 1243 561 682 682 2 Intuitive Surgical Inc 2024-06-27 2024-08-02 895 888 7 7 18 KLA Corporation 2017-12-19 2024-08-27 14560 2015 12545 12545 4 KLA Corporation 2017-12-19 2024-08-02 2778 448 2330 2330 5 Marsh & McLennan Companies Inc 2019-12-23 2024-08-02 1114 558 556 556 6 Mastercard Incorporated 2019-08-07 2024-08-02 2761 1609 1152 1152 13 Meta Platforms Inc Class A 2020-07-01 2024-08-02 6324 3066 3258 3258 44 Microsoft Corp 2017-01-30 2024-08-02 17855 2859 14996 14996 3 Netflix Inc 2023-12-19 2024-08-02 1846 1464 382 382 54 Nike Inc Class B 2021-11-23 2024-05-03 4993 9275 -4282 -4282 22 Nike Inc Class B 2022-02-04 2024-05-03 2034 3868 -1834 -1834 27 Nomad Foods Ltd 2022-12-21 2024-08-02 507 461 46 46 129 Nvidia Corp 2019-12-12 2024-08-02 13609 712 12897 12897 2 O Reilly Automotive Inc 2021-10-27 2024-08-02 2256 1307 949 949 25 Paycom Software Inc 2022-09-28 2024-05-03 4227 8404 -4177 -4177 3 Quanta Services Inc 2024-06-18 2024-08-02 727 843 -116 -116 20 Roper Technologies Inc 2020-07-01 2024-12-17 10845 7780 3065 3065 8 Roper Technologies Inc 2022-02-04 2024-12-17 4338 3614 724 724 2 Roper Technologies Inc 2020-07-01 2024-08-02 1073 778 295 295 17 Ross Stores Inc 2017-01-30 2024-08-02 2374 1111 1263 1263 2 Saia Inc 2021-03-26 2024-08-02 759 449 310 310 2 Servicenow Inc 2019-07-23 2024-08-02 1565 581 984 984 39 Steris PLC 2021-12-23 2024-12-17 8303 9130 -827 -827 18 Steris PLC 2022-02-04 2024-12-17 3832 4395 -563 -563 4 Steris PLC 2021-12-23 2024-08-02 962 940 22 22 5 Stryker Corp 2017-10-27 2024-08-02 1646 789 857 857 21 Synopsys Inc 2023-12-19 2024-12-17 10842 11827 -985 -985 1 Synopsys Inc 2023-12-19 2024-08-02 489 563 -74 -74 9 T Mobile US Inc 2022-05-06 2024-08-02 1709 1143 566 566 7 Tesla Inc 2021-12-15 2024-08-02 1453 2175 -722 -722 1 Transdigm Group Incorporated 2017-01-30 2024-08-02 1210 179 1031 1031 1 Transdigm Group Incorporated 2017-11-28 2024-08-02 1210 257 953 953 162 Treehouse Foods Inc 2022-09-28 2024-03-26 6352 6639 -287 -287 17 Unilever PLC 2018-02-02 2024-08-02 1061 972 89 89 1 United Rentals Inc 2021-07-02 2024-08-02 666 320 346 346 7 Unitedhealth Group Inc 2017-01-30 2024-08-02 4083 1131 2952 2952 6 Verisk Analytics Inc 2017-01-30 2024-08-02 1580 495 1085 1085 12 Visa Inc Cl A 2017-01-30 2024-08-02 3184 1000 2184 2184 208 Xponential Fitness Inc Class A 2022-12-21 2024-08-27 2841 4521 -1680 -1680 15 Xponential Fitness Inc Class A 2022-12-21 2024-08-02 194 326 -132 -132 89 Yeti Holdings Inc 2019-09-26 2024-03-26 3296 2533 763 763 33 Yeti Holdings Inc 2020-05-22 2024-03-26 1222 974 248 248 48 Yeti Holdings Inc 2022-02-04 2024-03-26 1777 3159 -1382 -1382 311 Alliant Energy Corporation 2020-06-08 2024-03-06 15223 16161 -938 -938 63 Alliant Energy Corporation 2020-06-09 2024-03-06 3084 3203 -119 -119 159 Alliant Energy Corporation 2021-01-14 2024-03-06 7783 7689 94 94 77 Alliant Energy Corporation 2021-01-14 2024-03-06 3769 3691 78 78 102 American Wtr Wks Co Inc 2023-10-20 2024-02-05 12426 11929 497 497 31 American Wtr Wks Co Inc 2020-06-09 2024-02-05 3776 4041 -265 -265 40 American Wtr Wks Co Inc 2021-06-03 2024-02-05 4873 6204 -1331 -1331 17 American Wtr Wks Co Inc 2017-06-08 2024-01-22 2156 1335 821 821 10 American Wtr Wks Co Inc 2017-11-30 2024-01-22 1268 910 358 358 8 American Wtr Wks Co Inc 2020-01-08 2024-01-22 1015 964 51 51 74 American Wtr Wks Co Inc 2020-06-09 2024-01-22 9386 9647 -261 -261 10 Atmos Energy Corp 2022-06-17 2024-08-08 1271 1034 237 237 7 Cameco 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Constellation Energy Corporation 2021-03-23 2024-01-12 6360 2135 4225 4225 652 Constellation Energy Corporation 2023-11-08 2024-02-23 31006 29604 1402 1402 8 DT Midstream Inc 2023-06-29 2024-08-08 589 396 193 193 415 Edison International 2023-01-04 2024-05-20 31556 27542 4014 4014 57 Edison International 2023-02-21 2024-05-20 4334 3818 516 516 1 Equinix Inc 2018-07-10 2024-08-08 805 448 357 357 744 Exelon Corporation 2023-02-27 2024-01-02 27043 30989 -3946 -3946 380 Frontier Communications Parent Inc 2024-01-12 2024-11-06 13282 8751 4531 4531 11 Frontier Communications Parent Inc 2024-02-22 2024-11-06 384 238 146 146 179 Frontier Communications Parent Inc 2024-01-12 2024-09-05 6288 4122 2166 2166 220 Frontier Communications Parent Inc 2024-01-12 2024-09-04 8407 5066 3341 3341 12 Frontier Communications Parent Inc 2024-01-12 2024-08-08 334 276 58 58 3 Idacorp Inc 2023-11-08 2024-08-08 305 285 20 20 4 Linde PLC 2021-10-14 2024-08-08 1785 1234 551 551 4 Nextera Energy Inc 2017-06-08 2024-08-08 311 141 170 170 16 Nisource Inc 2022-11-11 2024-08-08 497 413 84 84 2 Old Dominion Freight Lines Inc 2024-02-05 2024-08-08 394 408 -14 -14 1728 PG&E Corp 2024-02-23 2024-10-21 35166 29249 5917 5917 20 PG&E Corp 2024-02-23 2024-08-08 364 339 25 25 6 Public Service Enterprise Group Inc 2024-03-06 2024-08-08 477 389 88 88 1 Quanta Services Inc 2024-01-22 2024-08-08 262 203 59 59 359 Rogers Communications Inc Cl B 2022-12-15 2024-05-08 13967 16118 -2151 -2151 410 Rogers Communications Inc Cl B 2022-12-15 2024-05-07 15764 18407 -2643 -2643 6 SBA Communications Corp New Class A 2017-05-03 2024-08-08 1297 768 529 529 16 Sempra 2023-03-27 2024-08-08 1247 1157 90 90 379 Southern Co 2023-08-07 2024-08-06 33083 25795 7288 7288 118 Southern Co 2023-10-20 2024-08-06 10300 7884 2416 2416 42 T Mobile US Inc 2020-04-20 2024-08-15 8167 3808 4359 4359 14 T Mobile US Inc 2020-06-08 2024-08-15 2723 1455 1268 1268 9 T Mobile US Inc 2020-04-20 2024-08-08 1733 816 917 917 8 TXNM Energy Inc 2024-01-02 2024-08-08 323 312 11 11 7 Union Pacific Corp 2020-03-09 2024-08-08 1681 994 687 687 160 Vistra Corp 2024-05-08 2024-08-06 11545 14359 -2814 -2814 63 Alarm.Com Holdings Inc 2021-01-04 2024-05-02 4256 6199 -1943 -1943 30 Alarm.Com Holdings Inc 2022-02-03 2024-05-02 2027 2807 -780 -780 252 Alight Inc Class A 2023-05-17 2024-05-02 2331 2143 188 188 116 Alight Inc Class A 2023-08-17 2024-05-02 1073 906 167 167 26 Alight Inc Class A 2023-09-12 2024-05-02 241 196 45 45 245 Alight Inc Class A 2023-03-03 2024-05-02 2267 2450 -183 -183 223 Alight Inc Class A 2023-03-10 2024-05-02 2063 1959 104 104 14 AMN Healthcare Svcs Inc 2023-12-18 2024-05-02 842 975 -133 -133 14 AMN Healthcare Svcs Inc 2024-01-29 2024-05-02 842 1062 -220 -220 26 AMN Healthcare Svcs Inc 2022-02-03 2024-05-02 1564 2724 -1160 -1160 4 Appfolio Inc Class A 2021-06-01 2024-05-02 942 535 407 407 20 Appfolio Inc Class A 2022-02-03 2024-05-02 4708 3480 1228 1228 5 Blackline Inc 2023-12-18 2024-05-02 297 309 -12 -12 59 Blackline Inc 2021-01-04 2024-05-02 3501 7489 -3988 -3988 28 Blackline Inc 2022-02-03 2024-05-02 1661 3503 -1842 -1842 6 Blackline Inc 2022-03-03 2024-05-02 356 435 -79 -79 50 Bowman Consulting Group Ltd 2023-12-18 2024-05-02 1525 1623 -98 -98 24 Bumble Inc Class A 2023-07-13 2024-03-28 273 489 -216 -216 20 Bumble Inc Class A 2023-09-12 2024-03-28 228 314 -86 -86 32 Bumble Inc Class A 2023-12-18 2024-03-28 365 480 -115 -115 69 Bumble Inc Class A 2022-02-10 2024-03-28 786 2045 -1259 -1259 63 Bumble Inc Class A 2022-03-11 2024-03-28 718 1405 -687 -687 26 Bumble Inc Class A 2022-08-23 2024-03-28 296 699 -403 -403 22 Bumble Inc Class A 2022-10-18 2024-03-28 251 492 -241 -241 37 Bumble Inc Class A 2023-03-03 2024-03-28 422 828 -406 -406 30 Bumble Inc Class A 2023-03-10 2024-03-28 342 579 -237 -237 50 Bumble Inc Class A 2023-11-28 2024-03-28 570 1559 -989 -989 124 CCC Intelligent Solutions Holdings Inc 2024-04-25 2024-05-02 1327 1427 -100 -100 59 CCC Intelligent Solutions Holdings Inc 2022-12-21 2024-05-02 632 528 104 104 227 CCC Intelligent Solutions Holdings Inc 2023-01-25 2024-05-02 2430 1990 440 440 220 CCC Intelligent Solutions Holdings Inc 2023-03-10 2024-05-02 2355 1900 455 455 140 Clearwater Analytics Holdings Inc Class A 2023-07-11 2024-05-02 2402 2238 164 164 49 Clearwater Analytics Holdings Inc Class A 2023-09-12 2024-05-02 841 940 -99 -99 48 Clearwater Analytics Holdings Inc Class A 2024-03-06 2024-05-02 824 841 -17 -17 20 Clearwater Analytics Holdings Inc Class A 2024-03-18 2024-05-02 343 337 6 6 50 Clearwater Analytics Holdings Inc Class A 2024-03-28 2024-05-02 858 888 -30 -30 97 Core & Main Inc Class A 2023-10-06 2024-05-02 5612 2924 2688 2688 6 Core & Main Inc Class A 2023-12-18 2024-05-02 347 237 110 110 38 Doximity Inc Class A 2022-06-24 2024-05-02 926 1585 -659 -659 28 Doximity Inc Class A 2022-06-29 2024-05-02 682 1034 -352 -352 13 Doximity Inc Class A 2022-08-05 2024-05-02 317 477 -160 -160 13 Doximity Inc Class A 2022-08-08 2024-05-02 317 532 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2022-02-03 2024-05-02 1053 3421 -2368 -2368 8 Fox Factory Holding Corp 2022-03-11 2024-05-02 312 804 -492 -492 11 Fox Factory Holding Corp 2022-03-31 2024-05-02 429 1101 -672 -672 26 Generac Holdings Inc 2023-11-15 2024-05-02 3357 2990 367 367 2 Generac Holdings Inc 2023-12-18 2024-05-02 258 257 1 1 15 Generac Holdings Inc 2024-03-28 2024-05-02 1937 1899 38 38 4 Globant S A 2023-07-13 2024-05-02 724 781 -57 -57 21 Globant S A 2021-01-04 2024-05-02 3800 4391 -591 -591 14 Globant S A 2022-02-03 2024-05-02 2533 3439 -906 -906 22 Goosehead Insurance Inc Class A 2022-02-03 2024-05-02 1304 2851 -1547 -1547 17 Goosehead Insurance Inc Class A 2022-03-09 2024-05-02 1007 1234 -227 -227 11 Goosehead Insurance Inc Class A 2022-04-27 2024-05-02 652 621 31 31 9 Goosehead Insurance Inc Class A 2022-05-17 2024-05-02 533 453 80 80 14 Goosehead Insurance Inc Class A 2022-05-31 2024-05-02 830 733 97 97 8 Goosehead Insurance Inc Class A 2022-08-08 2024-05-02 474 483 -9 -9 7 Hamilton Lane Incorporated Class A 2022-02-24 2024-05-02 805 518 287 287 14 Hamilton Lane Incorporated Class A 2022-03-03 2024-05-02 1609 1106 503 503 13 Hamilton Lane Incorporated Class A 2022-03-11 2024-05-02 1494 981 513 513 18 Hamilton Lane Incorporated Class A 2022-03-31 2024-05-02 2069 1412 657 657 6 Hamilton Lane Incorporated Class A 2022-05-31 2024-05-02 690 417 273 273 12 Hamilton Lane Incorporated Class A 2022-06-23 2024-05-02 1379 804 575 575 9 Helen Of Troy Ltd-Bermuda 2021-01-04 2024-04-25 820 1969 -1149 -1149 9 Helen Of Troy Ltd-Bermuda 2022-02-03 2024-04-25 820 1851 -1031 -1031 25 Houlihan Lokey Inc 2021-01-04 2024-05-02 3264 1674 1590 1590 27 Houlihan Lokey Inc 2022-02-03 2024-05-02 3525 2783 742 742 12 Houlihan Lokey Inc 2021-01-04 2024-03-18 1482 804 678 678 19 Houlihan Lokey Inc 2021-01-04 2024-03-06 2366 1272 1094 1094 12 LGI Homes Inc 2023-11-15 2024-05-02 1088 1496 -408 -408 7 LGI Homes Inc 2023-11-28 2024-05-02 635 835 -200 -200 3 LGI Homes Inc 2023-12-18 2024-05-02 272 377 -105 -105 9 Medpace Holdings Inc 2023-10-13 2024-05-02 3569 2153 1416 1416 102 Option Care Health Inc 2024-04-24 2024-05-02 3034 3146 -112 -112 27 Progyny Inc 2024-03-06 2024-05-02 865 914 -49 -49 7 Progyny Inc 2024-03-18 2024-05-02 224 254 -30 -30 89 Progyny Inc 2021-02-09 2024-05-02 2852 4464 -1612 -1612 35 Progyny Inc 2021-08-24 2024-05-02 1122 1762 -640 -640 59 Progyny Inc 2022-02-03 2024-05-02 1891 2935 -1044 -1044 11 Qualys Inc 2022-02-03 2024-05-02 1831 1395 436 436 13 Qualys Inc 2022-03-11 2024-05-02 2164 1664 500 500 4 Qualys Inc 2022-03-28 2024-05-02 666 563 103 103 61 Revolve Group Inc 2023-07-13 2024-05-02 1191 1118 73 73 11 Revolve Group Inc 2023-09-12 2024-05-02 215 150 65 65 29 Revolve Group Inc 2023-12-18 2024-05-02 566 523 43 43 109 Revolve Group Inc 2021-01-04 2024-05-02 2128 3441 -1313 -1313 60 Revolve Group Inc 2022-02-03 2024-05-02 1171 2988 -1817 -1817 24 Revolve Group Inc 2022-05-04 2024-05-02 468 823 -355 -355 4 RH Com 2022-12-21 2024-05-02 1034 1042 -8 -8 2 RH Com 2023-02-03 2024-05-02 517 691 -174 -174 5 RH Com 2023-03-10 2024-05-02 1292 1302 -10 -10 11 Siteone Landscape Supply Inc 2022-06-24 2024-05-02 1649 1377 272 272 8 Siteone Landscape Supply Inc 2022-06-29 2024-05-02 1199 931 268 268 11 Siteone Landscape Supply Inc 2023-05-04 2024-05-02 985 936 49 49 3 Siteone Landscape Supply Inc 2023-12-18 2024-05-02 269 382 -113 -113 9 Siteone Landscape Supply Inc 2024-03-06 2024-05-02 806 840 -34 -34 5 Siteone Landscape Supply Inc 2024-03-18 2024-05-02 448 430 18 18 5 Siteone Landscape Supply Inc 2022-10-18 2024-05-02 448 376 72 72 9 Siteone Landscape Supply Inc 2022-11-03 2024-05-02 806 743 63 63 116 Topgolf Callaway Brands Corp 2023-12-18 2024-05-02 1874 1651 223 223 42 Warby Parker Inc 2023-09-19 2024-05-02 521 516 5 5 6 Warby Parker Inc 2023-11-28 2024-05-02 74 65 9 9 8 Warby Parker Inc 2021-10-18 2024-05-02 99 455 -356 -356 14 Warby Parker Inc 2021-10-22 2024-05-02 174 801 -627 -627 42 Warby Parker Inc 2021-12-17 2024-05-02 521 1944 -1423 -1423 47 Warby Parker Inc 2022-01-19 2024-05-02 583 2604 -2021 -2021 9 Warby Parker Inc 2022-02-02 2024-05-02 112 531 -419 -419 56 Warby Parker Inc 2022-02-03 2024-05-02 695 1853 -1158 -1158 3 Warby Parker Inc 2022-02-03 2024-05-02 37 168 -131 -131 22 Warby Parker Inc 2022-02-10 2024-05-02 273 751 -478 -478 62 Warby Parker Inc 2023-11-28 2024-05-02 769 3425 -2656 -2656 10 Wingstop Inc 2022-02-03 2024-04-24 3647 1502 2145 2145 8 Wingstop Inc 2022-02-03 2024-03-18 2739 1202 1537 1537 3 Wingstop Inc 2022-02-03 2024-03-06 1110 451 659 659 3 Wingstop Inc 2021-03-08 2024-01-29 834 343 491 491 1 Wingstop Inc 2022-02-03 2024-01-29 278 150 128 128 39 Xpel Inc 2023-09-12 2024-05-02 1359 2926 -1567 -1567 7 Xpel Inc 2023-10-13 2024-05-02 244 632 -388 -388 17 Yeti Holdings Inc 2021-01-04 2024-05-02 582 1162 -580 -580 36 Yeti Holdings Inc 2022-02-03 2024-05-02 1233 2331 -1098 -1098 11 Yeti Holdings Inc 2022-02-10 2024-05-02 377 749 -372 -372 14 Yeti Holdings Inc 2022-02-25 2024-05-02 479 844 -365 -365 19 Yeti Holdings Inc 2022-03-03 2024-05-02 651 1187 -536 -536 27 Booz Allen Hamilton Holding 2024-05-08 2024-09-25 4317 4087 230 230 9 Broadcom Inc 2024-05-08 2024-09-25 1567 1170 397 397 18 Cadence Design Systems Inc 2024-05-08 2024-09-25 4854 5079 -225 -225 17 CDW Corporation 2024-05-08 2024-12-11 3026 3752 -726 -726 33 CVS Health Corporation 2024-05-08 2024-05-20 1901 1826 75 75 1 Emcor Group Inc 2024-05-08 2024-10-30 436 375 61 61 5 Emcor Group Inc 2024-05-08 2024-09-25 2204 1877 327 327 8 Emcor Group Inc 2024-05-08 2024-05-20 3065 3003 62 62 19 Genuine Auto Parts 2024-05-08 2024-10-30 2219 2933 -714 -714 31 Henry Schein Inc 2024-05-08 2024-09-25 2162 2229 -67 -67 16 Keysight Technologies 2024-05-08 2024-09-25 2443 2365 78 78 1 O'Reilly Auto Parts 2024-05-08 2024-10-30 1174 1025 149 149 243049 3325 0 3325 0 3325 7405 0 0 0 7405 0 4080 4080 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A Patrick L O'Sullivan 2058034300 1820 28th Avenue South Suite A Birmingham AL 35209 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Patrick L O'Sullivan 1306 Roseland Drive Homewood AL 35209 Director 2.00 6000 0 0 Mary O Henderson 3704 Overbrook Circle Birmingham AL 35213 Director 1.00 1000 0 0 Alyce O Harris 2784 SW Rockhouse Road Madison AL 35756 Director 1.00 1000 0 0 Elizabeth H Hutchins P O Box 55727 Birmingham AL 35255 Director 1.00 0 0 0 James M Brooks 3615 8th Avenue South Birmingham AL 35222 Director 1.00 0 0 0 NONE 0 NONE 0 0 5551050 122911 0 5673961 0 0 5673961 85109 5588852 279443 279443 3325 3325 276118 0 276118 0 276118 259983 0 259983 276118 0 0 1056 28396 19041 48493 259983 0 0 0 259983 0 16135 16135 32358 0 0 0 0 0 0 0 32358 13317 19041 Elizabeth H Hutchins 2311 Highland Avenue Birmingham AL 35205 2059305100 Applications should be in writing, should identify the applicant, should affirm that the applicant is an organization described in Section 501(c)(3) of the Internal Revenue Code, should give the organization's tax exempt number, state the purpose for which the gift will be used, the prior experience of the applicant in carrying out such purpose, the applicant's plan for, and personnel to be used in, carrying out such purpose and should attach a financial statement for the applicant for the current and the preceeding two years. There are no submission deadlines, but applications are received from time to time and considered wh Donations and grants are restricted to religious or charitable or educational purposes and to donees within the restriction of Section 501(c)(3) of the Internal Revenue Code. Bethel Church of Redding 933 College View Drive Redding GA 96003 None PC Charitable 5000 Big Oak Ranch P O Box 507 Springville AL 35146 None PC Charitable 10000 Gary Sinise Foundation P O Box 40726 Nashville TN 37204 None PC Charitable 20000 Greater Birmingham Humane Society 300 Snow Drive Birmingham AL 35209 None PC Charitable 5000 Holy Cross School 5500 Paris Avenue New Orleans LA 70122 None PC Charitable 5000 March of Dimes 450 Century Park South Suite 200-B Birmingham AL 35226 None PC Charitable 7500 Sav-A-Life 1480 McGuire Road Birmingham AL 35216 None PC Charitable 20000 Score International 602 Belvoir Ave Chattanooga TN 37412 None PC Charitable 5000 Second Wind Project 402 Office Park Drive Suite 310 Birmingham AL 35223 None PC Charitable 1500 St Jude Children's Research Hospital Suite 700-262 Memphis TN 38105 None PC Charitable 17000 The A21 Campaign Inc 427 East 17th Street Suite 223 Costa Mesa CA 92627 None PC Charitable 20000 The Bell Center 1700 29th Ct S Birmingham AL 35209 None PC Charitable 1000 The Children's Hospital 1600 7th Avenue South Birmingham AL 35233 None PC Charitable 10000 The Exceptional Foundation 1616 Oxmoor Road Birmingham AL 35209 None PC Charitable 17000 The National MS Society 3840 Ridgeway Drive Birmingham AL 35209 None PC Charitable 75000 The University of Alabama Box 870122 Tuscaloosa AL 354870122 None PC Charitable 5000 The V Foundation for Cancer Research 106 Towerview Court Cary NC 27513 None PC Charitable 1000 UAB Comprehensive Cancer Center 1530 3rd Avenue South Birmingham AL 35294 None PC Charitable 10000 Way Media 3330 W Gov John Sevier Hwy Knoxville TN 37920 None PC Charitable 15000 250000 0 14 72247 18 243049 0 315296 0 315296 0 0 0 0 0 0 0 0 0 0 Accounting 4925 1231 3694 24 Abbott Laboratories 2530 2715 170 Abbvie Inc 16992 30209 110 Accenture PLC 41150 38697 8 Accenture PLC 2495 2814 68 Adobe Inc 26680 30238 187 Allstate Corp 24751 36052 420 Alphabet Inc Class A 20012 79506 323 Alphabet Inc Class A 27347 61144 28 Alphabet Inc Class A 4746 5300 503 Alphabet Inc Class C 41826 95791 374 Amazon.Com Inc 28424 82052 757 Amazon.Com Inc 98453 166078 126 American Express Company 14727 37396 107 American Tower Corporation 22263 19625 625 Apple Inc 51396 156513 1122 Apple Inc 107946 280971 20 Apple Inc 3644 5008 35 Applovin Corporation 11362 11334 284 Arista Networks Inc 9104 31391 311 Astrazeneca PLC 18439 20377 272 Atmos Energy Corp 28136 37881 20 Autodesk Inc 4280 5911 10 Autozone Inc 20452 32020 116 Avery Dennison Corp 13240 21707 540 Avient Corporation 26197 22064 33 Axon Enterprise Inc 5966 19613 169 Bellring Brands Inc 10023 12732 4 Blackrock Inc 3110 4100 365 Blueprint Medicines 33189 31835 693 Bristol Myers Squibb Co 44324 39196 340 Broadcom Inc 17828 78826 409 Broadcom Inc 30758 94823 31 Broadcom Inc 4032 7187 139 Cadence Design Systems Inc 14900 41764 704 Caesars Entertainment Inc 45047 23528 613 Cameco Corp 32480 31502 442 Canadian Pac Kans City Ltd 32996 31988 31 Cbre Group Inc Cl A 2670 4070 24 Cencora Inc 5432 5392 947 Centerpoint Energy Inc 24756 30048 117 Centrus Energy Corp Class A 11240 7793 17 Chubb Ltd 4306 4697 743 Cisco Systems Inc 38720 43986 107 Cloudflare Inc 12513 11522 504 Coca Cola Company 24221 31379 600 Cogent Communications Holdings 32607 46242 825 Comcast Corp Cl A 35661 30962 774 Comcast Corp Cl A 26441 29048 68 Comcast Corp Cl A 2640 2552 56 Constellation Brands Inc 13564 12376 427 Constellation Energy 18913 95524 10 Corpay Inc 3039 3384 41 Costco Wholesale Corp-New 18652 37567 32 Crowdstrike Holdings Inc 12187 10949 36 Cyberark Software Ltd 11625 11993 222 Deckers Outdoor Corporation 12098 45086 203 Diamondback Energy Inc 30674 33257 19 Dover Corporation 3461 3564 620 DT Midstream Inc 30816 61647 186 Dycom Industries Inc 32588 32375 15 Eagle Materials Inc 4011 3701 113 Ecolab Inc 18355 26478 26 Electronic Arts Inc 3370 3804 39 Eli Lilly & Co 33032 30108 121 Eli Lilly & Co 19453 93412 10 Emcor Group Inc 3754 4539 534 Entergy Corp New 31332 40488 95 EOG Res Inc 10062 11645 30 Epam Systems Inc 11597 7015 17 Equinix Inc 10240 16029 48 Equinix Inc 21569 45259 487 Exlservice Holdings Inc 16228 21613 332 Exxon Mobil Corp 19127 35713 21 F5 Inc 3544 5281 215 Fiserv Inc 24816 44165 28 Fiserv Inc 4282 5752 671 Fortinet Inc 47555 63396 283 Fortinet Inc 11531 26738 388 Frontier Communications Parent Inc 9246 13464 605 Gaming & Leisure Properties 28853 29137 10 Gartner Inc 4376 4845 16 General Dynamics Corp 4703 4216 72 H & R Block Inc 4334 3804 119 Hess Midstream LP Class A 4283 4407 8 Home Depot Inc 2716 3112 294 Idacorp Inc 27925 32128 49 Inspire Medical Systems Inc 5894 9084 101 Intercontinental Exchange 11741 15050 900 Interpublic Group Of Cos Inc 33381 25218 34 Intuit Inc 12198 21369 41 Intuitive Surgical Inc 19771 21400 20 Johnson & Johnson 2987 2892 259 Johnson Controls 21368 20443 66 Johnson Controls 4240 5209 161 JPMorgan Chase & Co 20925 38593 34 KLA Corporation 8712 21424 581 Kroger Co (The) 26923 35528 100 Linde PLC 31376 41867 124 Lowes Companies Inc 13980 30603 114 LPL Financial Holdings Inc 10663 37222 69 Marsh & McLennan Companies Inc 8463 14656 79 Mastercard Incorporated 24401 41599 116 McDonalds Corp 21714 33627 87 Meta Platforms Inc Class A 17763 50939 179 Meta Platforms Inc Class A 49193 104806 264 Microchip Technology Inc 20552 15140 313 Microsoft Corp 61094 131930 609 Microsoft Corp 120366 256694 8 Molina Healthcare Inc 2796 2328 453 Mondelez International Inc 22485 27058 12 Monolithic Power Sys Inc 11342 7100 321 Morgan Stanley 17015 40356 4 Motorola Solutions Inc 1913 1849 36 Netapp Inc 3886 4179 45 Netflix Inc 21956 40109 353 Nextera Energy Inc 16193 25307 413 Nextera Energy Inc 20101 29608 1395 Nisource Inc 35557 51280 372 Nomad Foods Ltd 6354 6242 146 Norfolk Southern Corp 32174 34266 1180 Nvidia Corp 10919 158462 1944 Nvidia Corp 38144 261060 25 O Reilly Automotive Inc 16433 29645 4 O Reilly Automotive Inc 4101 4743 178 Old Dominion Freight Lines Inc 35406 31399 91 Oracle Corporation 17308 15164 70 Parker Hannifin Corp 22662 44522 399 Paypal Holdings Inc 39405 34055 271 Philip Morris International 27262 32615 426 Pinnacle West Capital Corp 37864 36112 1004 PPL Corporation 32866 32590 22 Primerica Inc 4811 5971 21 Procter & Gamble Co 3483 3521 495 Public Service Enterprise Group Inc 32080 41823 39 Quanta Services Inc 10960 12326 121 Quanta Services Inc 25470 38242 56 Reddit Inc 8007 9153 244 Ross Stores Inc 19931 36910 308 RTX Corporation 24633 35642 32 Saia Inc 7727 14583 144 Salesforce Inc 25733 48144 16 Salesforce Inc 4386 5349 141 SBA Communications Corp New Class A 25992 28736 411 Sempra 29765 36053 24 Servicenow Inc 9824 25443 28 Spotify Technology S A 13452 12527 100 Stryker Corp 17866 36005 67 Stryker Corp 12863 24123 9 Synopsys Inc 4919 4368 48 Sysco Corp 3656 3670 126 T Mobile US Inc 16474 27812 197 T Mobile US Inc 20572 43484 22 T Mobile US Inc 4475 4856 163 Talen Energy Corporation 19516 32840 94 Tesla Inc 29773 37961 61 Thermo Fisher Scientific Inc 33132 31734 26 Transdigm Group Incorporated 10626 32949 846 TXNM Energy Inc 34456 41598 550 Uber Technologies Inc 26308 33176 244 Unilever PLC 12620 13835 154 Union Pacific Corp 24666 35118 17 United Rentals Inc 5558 11975 58 Unitedhealth Group Inc 11640 29340 91 Unitedhealth Group Inc 27494 46033 7 Unitedhealth Group Inc 3544 3541 26 Universal Health Services Inc Cl B 4685 4665 24 Verisign Inc 4383 4967 83 Verisk Analytics Inc 11353 22861 393 Vertiv Holdings LLC 8304 44649 116 Visa Inc Cl A 24828 36661 162 Visa Inc Cl A 25767 51198 14 Visa Inc Cl A 3854 4425 220 Walt Disney Co 27314 24497 637 Wells Fargo & Co 26012 44743 175 Zoetis Inc Cl A 32870 28513 19 Zoetis Inc Cl A 3079 3096 Legal 386 97 289 Investment fees 72606 72606 0 Foreign income taxes 136 136 0