2025-11-14T10:35:38-06:00 2024-12-31 630813240 PEARCE BEVILL LEESBURG MOORE PC 110 OFFICE PARK DR BIRMINGHAM AL 35223 990PF 2024-01-01 631159236 PLEIAD FOUNDATION PLEI 2053223302 1927 FIRST AVENUE NORTH BIRMINGHAM AL 35203 JOHN J MCMAHON JR DIRECTOR 2053223302 2025-11-06 1 0 DAVID T WILLIAMS P00193597 2053235440 2025-11-06 2024 2025-03-06 01:10:19Z X 14378918 X 150000 62366 62366 280872 280872 718098 2873313 718098 1211336 1061336 0 0 0 6500 6500 0 86732 86732 0 10784 10784 0 63614 63614 0 167630 167630 0 1397667 1397667 1565297 167630 1397667 -353961 893706 2140827 1113514 1113514 7404564 8077916 13265404 17379 17379 9545391 9191430 14378918 0 0 X 9545391 9191430 9545391 9191430 9545391 9191430 9545391 -353961 0 9191430 0 9191430 RBC -- 10487 P 254 25 229 229 RBC -- 10487 P 15540 10699 4841 4841 RBC -- 10487 P 114248 64936 49312 49312 RBC -- 10488 P 304673 257409 47264 47264 RBC -- 10488 P 308382 291499 16883 16883 RBC -- 32675 P 21139 17899 3240 3240 RBC -- 32675 P 484095 302222 181873 181873 LPL -- 9679 P 24162 32238 -8076 -8076 LPL -- 9679 P 627436 303041 324395 324395 LPL -- 0815 P 532964 551404 -18440 -18440 LPL -- 0815 P 300845 224461 76384 76384 FIDELITY -- 6639 P 71385 54014 17371 17371 FIDELITY -- 6639 P 68003 45368 22635 22635 CAPITAL GAINS DIVIDENDS P 187 187 187 718098 12423 0 12423 0 12423 6400 0 12000 0 18400 17 5960 5960 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 WWW.PLEIADFOUNDATION.ORG JAN EHRHARDT 2053223302 1927 FIRST AVENUE NORTH BIRMINGHAM AL 35203 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 JOHN J MCMAHON JR 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 JOHN J MCMAHON III 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 JOEL W MCMAHON 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 DAVID A MCMAHON 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 BETTY T MCMAHON 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 CARRIE C MCMAHON 2140 WARWICK DR BIRMINGHAM AL 35209 PRESIDENT 0.00 0 0 0 ASHLEY R MCMAHON 2140 WARWICK DR BIRMINGHAM AL 35209 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 12669996 1323141 0 13993137 0 0 13993137 209897 13783240 689162 689162 12423 12423 676739 0 676739 0 676739 1397667 0 1397667 676739 0 0 1117952 617710 1259758 75586 3071006 1397667 0 0 0 676739 720928 0 0 3791934 0 0 0 0 0 0 1117952 2673982 617710 1259758 75586 720928 JAN EHRHARDT 1927 FIRST AVENUE NORTH BIRMINGHAM AL 35203 2053223302 N/A N/A N/A COMMUNITY FURNITURE BANK 2219 DISTRIBUTION DRIVE BIRMINGHAM AL 35209 TO PROMOTE CHARITABLE CAUSE 10000 EMBRACE ALABAMA KIDS 510 N CYPRESS ST FLORENCE AL 35630 TO PROMOTE CHARITABLE CAUSE 10000 FRESHWATER LAND TRUST PO BOX 337 BIRMINGHAM AL 35201 TO PROMOTE CHARITABLE CAUSE 57500 GLEN IRIS GRACE 3353 TRIP RUN HOOVER AL 35244 TO PROMOTE CHARITABLE CAUSE 15000 JAFI 2012 14TH AVENUE S BIRMINGHAM AL 35205 TO PROMOTE CHARITABLE CAUSE 25000 OASIS COUNSELING FOR WOMEN AND CHILDREN 1900 14TH AVENUE SOUTH BIRMINGHAM AL 35205 TO PROMOTE CHARITABLE CAUSE 1000 THE BELL CENTER 1700 29TH CT S BIRMINGHAM AL 35209 TO PROMOTE CHARITABLE CAUSE 1000 TRINITY PLACE SHELTER 164 WEST 100TH ST NEW YORK NY 10025 TO PROMOTE CHARITABLE CAUSE 10000 UNITED ABILITY 100 OSLO CIR BIRMINGHAM AL 35211 TO PROMOTE CHARITABLE CAUSE 10000 UNIVERSITY FOUNDATION 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 TO PROMOTE CHARITABLE CAUSE 151000 VIRGINIA SAMFORD THEATER 1116 26TH ST S BIRMINGHAM AL 35205 TO PROMOTE CHARITABLE CAUSE 75000 WEBSTER CHRISTIAN SCHOOL PO BOX 530703 BIRMINGHAM AL 35253 TO PROMOTE CHARITABLE CAUSE 5000 UAB - BENNETT 1825 UNIVERSITY BOULEVARD BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 16667 UAB - DEPARTMENT OF NEUROSURGERY 1530 3RD AVE S BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 265000 UAB ATHLETICS FOUNDATION 1720 2ND AVE S BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 10000 UNITED WAY 3600 8TH AVE S BIRMINGHAM AL 35232 TO PROMOTE CHARITABLE CAUSE 35000 BIRMINGHAM SOUTHERN COLLEGE 900 ARKADELPHIA ROAD BOX 549003 BIRMINGHAM AL 35226 TO PROMOTE CHARITABLE CAUSE 400000 UAB - PRIMARY CARE 500 22ND STREET SOUTH JNWB 406 BIRMINGHAM AL 35233 TO PROMOTE CHARITABLE CAUSE 50000 HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 TO PROMOTE CHARITABLE CAUSE 60000 METROPOLITAN ARTS CENTER 1116 26TH ST S BIRMINGHAM AL 35205 TO PROMOTE CHARITABLE CAUSE 50000 UNIVERSITY OF ALABAMA - DKE BUILDING FUND PO BOX 870101 TUSCALOOSA AL 35487 TO PROMOTE CHARITABLE CAUSE 50000 LINLEY HEFLIN 13 OFFICE PARK CIRCLE BIRMINGHAM AL 35223 TO PROMOTE CHARITABLE CAUSE 15000 AMERICAN CANCER SOCIETY 1100 IRELAND WAY SUITE 300 BIRMINGHAM AL 35205 TO PROMOTE CHARITABLE CAUSE 10000 BIRMINGHAM OPERA 3601 6TH AVENUE SOUTH BIRMINGHAM AL 35222 TO PROMOTE CHARITABLE CAUSE 10000 RAILROAD PARK FOUNDATION 1600 FIRST AVENUE SOUTH BIRMINGHAM AL 35233 TO PROMOTE CHARITABLE CAUSE 10000 SIDEWALK FILM CENTER 1821 2ND AVENUE NORTH BIRMINGHAM AL 35203 TO PROMOTE CHARITABLE CAUSE 10000 TRINITY METHODIST CHURCH 1400 OXMOOR ROAD BIRMINGHAM AL 35209 TO PROMOTE CHARITABLE CAUSE 25000 SAINT LUKES EPISCOPAL CHURCH 3736 MONTROSE ROAD BIRMINGHAM AL 35213 TO PROMOTE CHARITABLE CAUSE 2500 STATE OF ALABAMA BALLET 2726 FIRST AVENUE SOUTH BIRMINGHAM AL 35233 TO PROMOTE CHARITABLE CAUSE 2500 MONDAY MORNING QUARTERBACK CLUB 2019 4TH AVENUE NORTH 101 BIRMINGHAM AL 35203 TO PROMOTE CHARITABLE CAUSE 1500 BOY SCOUTS OF AMERICA BLACK WARRIOR COUNCIL 2700 JACK WARNER PARKWAY NE TUSCALOOSA AL 35404 TO PROMOTE CHARITABLE CAUSE 1000 THE DANCE FOUNDATION 1715 27TH COURT SOUTH BIRMINGHAM AL 35209 TO PROMOTE CHARITABLE CAUSE 1000 HEAL UNITED 1360 MONTGOMERY HWY STE 116 VESTAVIA HILLS AL 35216 TO PROMOTE CHARITABLE CAUSE 1000 HIGHLANDS PERFORMING ARTS CENTER PO BOX 296 HIGHLANDS NC 28741 TO PROMOTE CHARITABLE CAUSE 1000 1397667 COMMUNITY FOOD BANK 107 WALTER DAVIS DR BIRMINGHAM AL 35209 TO PROMOTE CHARITABLE CAUSE 100000 UAB ATHLETICS FOUNDATION 1720 2ND AVE S BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 20000 UAB - DEPARTMENT OF NEUROSURGERY 1530 3RD AVE S BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 400000 UAB - BENNETT 1825 UNIVERSITY BOULEVARD BIRMINGHAM AL 35294 TO PROMOTE CHARITABLE CAUSE 33334 553334 14 62366 14 280872 14 718098 0 1061336 0 1061336 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN J MCMAHON III 3225 STERLING ROAD BIRMINGHAM AL 35213 50000 X 2 DAVID MCMAHON 242 MILAN HOLLOW ROAD RHINEBACK NY 12572 50000 X 3 JOEL MCMAHON 3214 PINE RIDGE ROAD BIRMINGHAM AL 35213 50000 X ACCOUNTING FEES 6500 6500 0 INVESTMENT IN PRO AM ACCTS 3504210 5162419 INVESTMENT IN LPL ACCTS 3082708 4971301 INVESTMENT IN FIDELITY ACCTS 1490998 3131684 INVESTMENT EXPENSES 63604 63604 0 OFFICE EXPENSE 10 10 0 INVESTMENT ADVISORY FEES 86732 86732 0 FOREIGN TAX W/H AT SOURCE 6728 6728 0 TAXES 4056 4056 0