2025-11-17T20:54:24-06:00 2024-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2024-01-01 475420884 HALBROOKS FAMILY FOUNDATION HALB 2059790318 1025 BLUE HERON PT BIRMINGHAM AL 35242 RICHARD A HALBROOKS TRUSTEE 2059790318 2025-11-17 1 1 CHRIS BRANCH CPA P01901688 2059794100 2025-11-17 2024 2025-03-06 01:10:19Z X 386162 X 50267 1 1 8250 8250 121498 319030 121498 180016 129749 0 0 0 16584 16584 0 2685 2685 0 5330 5330 0 24599 24599 0 79000 79000 103599 24599 79000 76417 105150 18563 4232 4232 157887 248635 381930 176450 252867 386162 0 0 X 176450 252867 176450 252867 176450 252867 176450 76417 0 252867 0 252867 PUBLICLY TRADED SECURITIES 319030 197532 121498 121498 121498 1462 0 1462 0 1462 0 0 0 0 0 X 78 1540 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 0 N/A RICHARD A HALBROOKS 2059790318 1025 BLUE HERON PT BIRMINGHAM AL 35242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD A HALBROOKS 1025 BLUE HERON PT BIRMINGHAM AL 35242 TRUSTEE 0.00 0 0 0 DEBORAH M HALBROOKS 1025 BLUE HERON PT BIRMINGHAM AL 35242 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 368736 35543 0 404279 0 0 404279 6064 398215 19911 19911 1462 1462 18449 0 18449 0 18449 79000 0 79000 18449 0 0 73592 55168 39655 39912 125746 334073 79000 0 0 0 18449 60551 0 0 394624 0 0 0 0 0 0 73592 321032 55168 39655 39912 125746 60551 RICHARD A HALBROOKS X ALTADENA VALLEY PRESBYTERIAN CHURCH 4660 CALDWELL MILL ROAD BIRMINGHAM AL 35243 NONE PC CHARITABLE 20000 ANNISTON MUSEUMS AND GARDENS 800 MUSEUM DRIVE ANNISTON AL 36206 NONE PC CHARITABLE 1000 CROSS CREEK CHURCH 1025 BLUE HERON PT BIMINGHAM AL 35242 NONE PC CHARITABLE 2500 PEAK 7 ADVENTURES PO BOX 399 MEAD WA 99021 NONE PC CHARITABLE 2000 SAV-A-LIFE SHELBY INC 3158 PELHAM PARKWAY PELHAM AL 35124 NONE PC CHARITABLE 5000 SUMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE PC CHARITABLE 20000 THE CHILDREN'S HOSPITAL OF ALABAMA PO BOX 55431 BIRMINGHAM AL 35255 NONE PC CHARITABLE 2500 WEST GA MUSEUM OF TALLAPOOSA 185 MANN ST TALLAPOOSA GA 30176 NONE PC CHARITABLE 1000 WYCLIFFE BIBLE TRANSLATORS 11221 JOHN WYCLIFFE BLVD ORLANDO FL 32832 NONE PC CHARITABLE 25000 79000 0 14 1 14 8250 18 121498 0 129749 0 129749 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD A HALBROOKS 1025 BLUE HERON POINT BIRMINGHAM AL 35242 55139 X X 1 361 SHARES OF NVIDIA CORP 50267 2024-12-03 ACCOUNTING FEES 16584 16584 0 300 AAPL 5536 50084 150 AMZN 6147 32909 50 VMC 2655 12862 25 HD 2285 9724 15 MSFT 747 6323 20 LRCX 4100 14446 30 LMT 2619 14578 150 MU 1868 12624 20 SBUX 2321 3650 390 GVI 68539 69000 40 KO 4762 4981 5 COST 4420 4581 35 CSV 5399 5069 10 AMP 5218 5324 210 BAC 5510 9230 30 JPM 5384 7191 25 MMC 5029 5310 20 V 5498 6321 45 ABT 5262 5090 30 ABBV 5329 5331 5 LLY 4591 3860 35 MRK 3849 3482 10 ADP 2910 2927 50 ITW 12398 12678 45 PAYX 5583 6310 15 AVGO 3751 3478 23 CDW 5541 4003 361 NVDA 50267 48479 30 AMT 5612 5502 70 WEC 5505 6583 MISCELLANEOUS EXPENSES 5330 5330 0 INVESTMENT MANAGEMENT FEES 2685 2685 0