2025-09-29T16:32:45-05:00 2024-12-31 461498870 BMSS LLC 1121 RIVERCHASE OFFICE RD BIRMINGHAM AL 35244 990PF 2024-01-01 844768958 SHEILA D BENSON FOUNDATION SHEI 2052445228 2306 WILMINGTON PLACE BIRMINGHAM AL 35242 SHEILA BENSON PRESIDENT AND DIRECTOR 2052445228 2025-07-28 1 0 ROSS B MENDHEIM CPA P00180781 2059825500 2025-07-28 2024 2025-03-06 01:10:19Z X 4934347 X X 219 219 132187 117541 2301 965807 2301 134707 120061 0 0 0 3790 0 0 37207 37207 0 9010 369 0 50007 37576 0 245000 245000 295007 37576 245000 -160300 82485 39783 72254 72254 4144677 3947520 4857791 8407 4302 4302 4192867 4024076 4934347 0 0 X 0 0 0 0 4192867 4024076 4192867 4024076 4192867 4024076 4192867 -160300 2877 4035444 11368 4024076 USB FINANCIAL SERVICES - ST 2024-01-02 2024-12-31 392821 427504 -34683 -34683 USB FINANCIAL SERVICES - LT 2023-01-01 2024-12-31 572012 536002 36010 36010 CAPITAL GAINS DIVIDENDS P 974 974 974 2301 1147 0 1147 0 1147 1280 0 1027 0 2307 0 1160 1160 0 0 0 0 0 0 0 0 0 0 0 0 1 AL 1 0 0 0 0 1 N/A SHEILA BENSON 2052445228 1079 LEGACY DRIVE BIRMINGHAM AL 35242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHEILA BENSON 1079 LEGACY DRIVE BIRMINGHAM AL 35242 PRESIDENT AND DIRECTOR 1.00 0 0 0 LORING JONES IV 1079 LEGACY DRIVE BIRMINGHAM AL 35242 VP AND DIRECTOR 1.00 0 0 0 MICHAEL KIMBRELL 2306 WILMINGTON PLACE BIRMINGHAM AL 35242 VP AND DIRECTOR 1.00 0 0 0 DON WILLIAMS 1079 LEGACY DRIVE BIRMINGHAM AL 35242 SECRETARY, TREASURER, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4872832 45138 0 4917970 0 0 4917970 73770 4844200 242210 242210 1147 1147 241063 0 241063 0 241063 245000 0 245000 241063 218303 2022 24399 0 245000 218303 24399 0 2298 0 0 0 0 0 0 0 0 238765 0 0 0 X CHILDREN'S VOLUNTEER HEALTH NETWORK 1884 S CO HWY 393 SANTA ROSA BEACH FL 32459 PC MEDICAL CARE & SUPPORT FOR CHILDREN IN NEED 15000 COLLAT SCHOOL OF BUSINESS AT UNIVERSITY OF ALABAMA AT BIRMINGHAM 701 20TH STREET SOUTH BIRMINGHAM AL 35294 PC PROVIDES SCHOLARSHIPS FOR STUDENTS PURSUING BUSINESS DEGREES 20000 UNIVERSITY OF ALABAMA AT BIRMINGHAM 701 20TH STREET SOUTH BIRMINGHAM AL 35294 PC SUPPORT FOR BEHAVIORIAL MEDICINE & BUSINESS ENTREPRENEURIAL PROGRAMS 60000 UNIVERSITY OF ALABAMA AT BIRMINGHAM - CIVITAN SPARKS CLINIC 701 20TH STREET SOUTH BIRMINGHAM AL 35294 PC PROVIDES PRIMARY CARE & DENTAL SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL & PHYSICAL CHALLENGES 150000 245000 0 14 219 14 132187 18 2301 0 134707 0 134707 4 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3790 0 0 PURSUANT TO TREASURY REGULATIONS 53.4942(A)-3(D)(2), THE SHEILA D. BENSON FOUNDATION ELECTS TO TREAT $24,399 OF THE QUALIFYING DISTRIBUTIONS MADE ON DECEMBER 19, 2024, AS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE TAXABLE YEAR 2022.FURTHER, SHEILA BENSON AS PRESIDENT AND AN APPROPRIATE FOUNDATION MANAGER (AS DEFINED IN SEC. 4946(B)(1) OF THE INTERNAL REVENUE CODE) DECLARES THAT THE FOUNDATION IS MAKING THIS ELECTION FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2024, AND THAT THE $24,399 DISTRIBUTION IS TO BE TREATED AS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE TAXABLE YEAR 2022. UBS FINANCIAL SVCS 3947520 4857791 ACCRUED DIVIDENDS 8407 4302 4302 ADJUSTMENTS TO COST BASIS 11368 NON-DIVIDEND DISTRIBUTIONS 2877 INVESTMENT FEES 37207 37207 0 FOREIGN TAXES 369 369 0 EXCISE TAXES 8641 0 0